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MYCIO Wealth Partners’s DaVita DVA Stock Holding History

MYCIO Wealth 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
2020
Q1 		– Sell
-17,027
Closed -$1.28M – 114
2019
Q4 		$1.28M Buy
17,027
+871
+5% +$57.8K 0.08% 108
2019
Q3 		$922K Buy
16,156
+814
+5% +$47.3K 0.07% 120
2019
Q2 		$863K Buy
15,342
+1,383
+10% +$71.6K 0.07% 119
2019
Q1 		$758K Buy
13,959
+462
+3% +$25.6K 0.06% 126
2018
Q4 		$695K Buy
13,497
+332
+3% +$21.3K 0.06% 130
2018
Q3 		$943K Buy
13,165
+342
+3% +$24.2K 0.09% 98
2018
Q2 		$890K Buy
12,823
+360
+3% +$24.1K 0.09% 107
2018
Q1 		$822K Buy
12,463
+57
+0.5% +$4.19K 0.09% 91
2017
Q4 		$896K Sell
12,406
-12,408
-50% -$764K 0.1% 86
2017
Q3 		$1.47M Hold
24,814
– – 0.17% 60
2017
Q2 		$1.61M Buy
24,814
+233
+0.9% +$15.4K 0.19% 52
2017
Q1 		$1.67M Buy
24,581
+125
+0.5% +$8.28K 0.21% 50
2016
Q4 		$1.57M Buy
24,456
+359
+1% +$22.4K 0.21% 48
2016
Q3 		$1.59M Buy
24,097
+307
+1% +$21.6K 0.26% 36
2016
Q2 		$1.84M Buy
23,790
+324
+1% +$24.5K 0.32% 30
2016
Q1 		$1.72M Buy
23,466
+341
+1% +$23K 0.31% 34
2015
Q4 		$1.61M Buy
23,125
+328
+1% +$24K 0.29% 36
2015
Q3 		$1.65M Buy
22,797
+299
+1% +$23.2K 0.34% 30
2015
Q2 		$1.79M Buy
22,498
+336
+2% +$27.6K 0.35% 30
2015
Q1 		$1.8M Buy
22,162
+361
+2% +$27.7K 0.37% 28
2014
Q4 		$1.65M Buy
21,801
+378
+2% +$28.5K 0.35% 30
2014
Q3 		$1.57M Buy
21,423
+444
+2% +$32.5K 0.37% 29
2014
Q2 		$1.52M Buy
20,979
+50
+0.2% +$3.48K 0.34% 26
2014
Q1 		$1.44M Hold
20,929
– – 0.35% 32
2013
Q4 		$1.33M Buy
20,929
+1,075
+5% +$63.1K 0.33% 31
2013
Q3 		$1.13M Buy
19,854
+120
+0.6% +$6.88K 0.31% 35
2013
Q2 		$1.19M Buy
+19,734
New +$1.23M 0.33% 29

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 $3.37T AUM 44.26% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MYCIO Wealth Partners's DVA Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of DaVita (DVA) in Q1 2020, closing a stake of 17,027 shares — an estimated $1.28M sold.

MYCIO Wealth Partners first reported a position in DVA in Q2 2013 and held it in 27 quarters. The position peaked at $1.84M in Q2 2016. 483 funds tracked by Wall St. Rank hold DVA as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining DaVita position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 17,027 DaVita shares in Q1 2020, an estimated $1.28M.
  • MYCIO Wealth Partners first reported a position in DaVita in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's DaVita position peaked at $1.84M in Q2 2016.
  • 483 funds tracked by Wall St. Rank held DaVita as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.