LTI
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Laffer Tengler Investments’s DaVita DVA Stock Holding History

Laffer Tengler Investments’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
Q2 		– Sell
-20,794
Closed -$1.53M – 226
2016
Q1 		$1.53M Buy
+20,794
New +$1.4M 0.41% 115
2015
Q4 		– Hold
0
– – – 124
2015
Q3 		– Sell
-20,794
Closed -$1.61M – 119
2015
Q2 		$1.65M Buy
+20,794
New +$1.71M 0.4% 120

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.38T AUM 44.17% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Laffer Tengler Investments's DVA Position: Q2 2016 in Review

Laffer Tengler Investments sold out of DaVita (DVA) in Q2 2016, closing a stake of 20,794 shares — an estimated $1.53M sold.

Laffer Tengler Investments first reported a position in DVA in Q2 2015 and held it in 2 quarters. The position peaked at $1.65M in Q2 2015. 502 funds tracked by Wall St. Rank hold DVA as of Q2 2016.

  • Laffer Tengler Investments reported no remaining DaVita position as of Q2 2016 after selling out during the quarter.
  • Laffer Tengler Investments sold 20,794 DaVita shares in Q2 2016, an estimated $1.53M.
  • Laffer Tengler Investments first reported a position in DaVita in Q2 2015 and held it in 2 quarters.
  • Laffer Tengler Investments's DaVita position peaked at $1.65M in Q2 2015.
  • 502 funds tracked by Wall St. Rank held DaVita as of Q2 2016.

Based on Laffer Tengler Investments's 13F filing for Q2 2016, filed 15 Aug 2016.