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Ironwood Investment Management’s DaVita DVA Stock Holding History

Ironwood Investment Management’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,796
Closed -$251K – 167
2016
Q3 		$251K Buy
3,796
+800
+27% +$56.3K 0.19% 150
2016
Q2 		$232K Buy
+2,996
New +$226K 0.17% 146

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ironwood Investment Management's DVA Position: Q4 2016 in Review

Ironwood Investment Management sold out of DaVita (DVA) in Q4 2016, closing a stake of 3,796 shares — an estimated $251K sold.

Ironwood Investment Management first reported a position in DVA in Q2 2016 and held it in 2 quarters. The position peaked at $251K in Q3 2016. 481 funds tracked by Wall St. Rank hold DVA as of Q4 2016.

  • Ironwood Investment Management reported no remaining DaVita position as of Q4 2016 after selling out during the quarter.
  • Ironwood Investment Management sold 3,796 DaVita shares in Q4 2016, an estimated $251K.
  • Ironwood Investment Management first reported a position in DaVita in Q2 2016 and held it in 2 quarters.
  • Ironwood Investment Management's DaVita position peaked at $251K in Q3 2016.
  • 481 funds tracked by Wall St. Rank held DaVita as of Q4 2016.

Based on Ironwood Investment Management's 13F filing for Q4 2016, filed 27 Jan 2017.