Murphy Capital Management’s DaVita DVA Stock Holding History

Murphy Capital 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
2017 Q4	–	Sell	-7,616	Closed	-$452K	–	273
2017 Q3	$452K	Buy	7,616 +250	+3%	+$15K	0.06%	185
2017 Q2	$477K	Sell	7,366 -4,200	-36%	-$278K	0.07%	180
2017 Q1	$786K	Buy	11,566 +6,700	+138%	+$444K	0.12%	143
2016 Q4	$312K	Hold	4,866	–	–	0.05%	222
2016 Q3	$321K	Hold	4,866	–	–	0.05%	226
2016 Q2	$376K	Hold	4,866	–	–	0.06%	216
2016 Q1	$357K	Hold	4,866	–	–	0.06%	220
2015 Q4	$339K	Hold	4,866	–	–	0.05%	227
2015 Q3	$351K	Hold	4,866	–	–	0.06%	223
2015 Q2	$386K	Hold	4,866	–	–	0.06%	230
2015 Q1	$395K	Hold	4,866	–	–	0.06%	234
2014 Q4	$368K	Sell	4,866 -1,000	-17%	-$75.3K	0.06%	245
2014 Q3	$429K	Hold	5,866	–	–	0.07%	227
2014 Q2	$424K	Hold	5,866	–	–	0.07%	224
2014 Q1	$403K	Hold	5,866	–	–	0.07%	237
2013 Q4	$371K	Hold	5,866	–	–	0.06%	232
2013 Q3	$333K	Sell	5,866 -454	-7%	-$26K	0.06%	241
2013 Q2	$381K	Buy	+6,320	New	+$395K	0.08%	209

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Murphy Capital Management's DVA Position: Q4 2017 in Review

Murphy Capital Management sold out of DaVita (DVA) in Q4 2017, closing a stake of 7,616 shares — an estimated $452K sold.

Murphy Capital Management first reported a position in DVA in Q2 2013 and held it in 18 quarters. The position peaked at $786K in Q1 2017. 479 funds tracked by Wall St. Rank hold DVA as of Q4 2017.

Murphy Capital Management reported no remaining DaVita position as of Q4 2017 after selling out during the quarter.
Murphy Capital Management sold 7,616 DaVita shares in Q4 2017, an estimated $452K.
Murphy Capital Management first reported a position in DaVita in Q2 2013 and held it in 18 quarters.
Murphy Capital Management's DaVita position peaked at $786K in Q1 2017.
479 funds tracked by Wall St. Rank held DaVita as of Q4 2017.

Based on Murphy Capital Management's 13F filing for Q4 2017, filed 29 Jan 2018.