Kanaly Trust’s DaVita DVA Stock Holding History

Kanaly Trust’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	$33K	Sell	507 -156	-24%	-$9.71K	0.01%	338
2016 Q3	$44K	Buy	663 +119	+22%	+$8.38K	0.01%	282
2016 Q2	$42K	Sell	544 -22	-4%	-$1.66K	0.01%	305
2016 Q1	$42K	Buy	566 +57	+11%	+$3.85K	0.01%	308
2015 Q4	$35K	Sell	509 -197	-28%	-$14.4K	0.01%	323
2015 Q3	$51K	Hold	706	–	–	0.01%	283
2015 Q2	$56K	Buy	706 +336	+91%	+$27.6K	0.01%	299
2015 Q1	$30K	Buy	370 +65	+21%	+$4.99K	0.01%	337
2014 Q4	$23K	Hold	305	–	–	﹤0.01%	368
2014 Q3	$22K	Hold	305	–	–	﹤0.01%	379
2014 Q2	$22K	Hold	305	–	–	﹤0.01%	392
2014 Q1	$21K	Buy	+305	New	+$20.3K	﹤0.01%	388

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kanaly Trust's DVA Position: Q4 2016 in Review

Kanaly Trust reduced its DaVita (DVA) stake by 24% in Q4 2016, selling an estimated $9.71K and leaving 507 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #338.

Kanaly Trust first reported a position in DVA in Q1 2014 and has held it in 12 quarters since. The position peaked at $56K in Q2 2015. 480 funds tracked by Wall St. Rank hold DVA as of Q4 2016.

Kanaly Trust held 507 shares of DaVita worth $33K as of Q4 2016.
Kanaly Trust sold 156 DaVita shares in Q4 2016, an estimated $9.71K.
DaVita made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #338 holding.
Kanaly Trust first reported a position in DaVita in Q1 2014 and has held it in 12 quarters since.
Kanaly Trust's DaVita position peaked at $56K in Q2 2015.
480 funds tracked by Wall St. Rank held DaVita as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.