Moneta Group Investment Advisors’s DaVita DVA Stock Holding History

Moneta Group Investment Advisors’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
2018 Q1	–	Sell	-3	Closed	–	–	636
2017 Q4	$0	Buy	+3	New	+$185	﹤0.01%	486

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moneta Group Investment Advisors's DVA Position: Q1 2018 in Review

Moneta Group Investment Advisors sold out of DaVita (DVA) in Q1 2018, closing a stake of 3 shares.

Moneta Group Investment Advisors first reported a position in DVA in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 497 funds tracked by Wall St. Rank hold DVA as of Q1 2018.

Moneta Group Investment Advisors reported no remaining DaVita position as of Q1 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 3 DaVita shares in Q1 2018.
Moneta Group Investment Advisors first reported a position in DaVita in Q4 2017 and held it in 1 quarter.
Moneta Group Investment Advisors's DaVita position peaked at $0 in Q4 2017.
497 funds tracked by Wall St. Rank held DaVita as of Q1 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.