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Mirador Capital Partners’s DaVita DVA Stock Holding History

Mirador Capital Partners’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
2017
Q4 		– Sell
-3,434
Closed -$207K – 143
2017
Q3 		$207K Sell
3,434
-158
-4% -$9.51K 0.12% 137
2017
Q2 		$207K Sell
3,592
-2,535
-41% -$168K 0.13% 136
2017
Q1 		$416K Buy
6,127
+1,151
+23% +$76.2K 0.3% 79
2016
Q4 		$319K Sell
4,976
-181
-4% -$11.3K 0.26% 91
2016
Q3 		$341K Buy
5,157
+494
+11% +$34.8K 0.3% 70
2016
Q2 		$355K Sell
4,663
-339
-7% -$25.6K 0.36% 66
2016
Q1 		$367K Buy
+5,002
New +$338K 0.41% 64

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirador Capital Partners's DVA Position: Q4 2017 in Review

Mirador Capital Partners sold out of DaVita (DVA) in Q4 2017, closing a stake of 3,434 shares — an estimated $207K sold.

Mirador Capital Partners first reported a position in DVA in Q1 2016 and held it in 7 quarters. The position peaked at $416K in Q1 2017. 479 funds tracked by Wall St. Rank hold DVA as of Q4 2017.

  • Mirador Capital Partners reported no remaining DaVita position as of Q4 2017 after selling out during the quarter.
  • Mirador Capital Partners sold 3,434 DaVita shares in Q4 2017, an estimated $207K.
  • Mirador Capital Partners first reported a position in DaVita in Q1 2016 and held it in 7 quarters.
  • Mirador Capital Partners's DaVita position peaked at $416K in Q1 2017.
  • 479 funds tracked by Wall St. Rank held DaVita as of Q4 2017.

Based on Mirador Capital Partners's 13F filing for Q4 2017, filed 12 Feb 2018.