Obermeyer Wealth Partners’s DaVita DVA Stock Holding History

Obermeyer 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
2013 Q3	–	Sell	-30	Closed	-$2K	–	125
2013 Q2	$2K	Buy	+30	New	+$1.87K	﹤0.01%	343

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

PCM

Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Obermeyer Wealth Partners's DVA Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of DaVita (DVA) in Q3 2013, closing a stake of 30 shares — an estimated $2K sold.

Obermeyer Wealth Partners first reported a position in DVA in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 414 funds tracked by Wall St. Rank hold DVA as of Q3 2013.

Obermeyer Wealth Partners reported no remaining DaVita position as of Q3 2013 after selling out during the quarter.
Obermeyer Wealth Partners sold 30 DaVita shares in Q3 2013, an estimated $2K.
Obermeyer Wealth Partners first reported a position in DaVita in Q2 2013 and held it in 1 quarter.
Obermeyer Wealth Partners's DaVita position peaked at $2K in Q2 2013.
414 funds tracked by Wall St. Rank held DaVita as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.