Old Mutual Customised Solutions’s DaVita DVA Stock Holding History

Old Mutual Customised Solutions’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 Q2	$250K	Hold	3,600	–	–	0.02%	532
2018 Q1	$237K	Hold	3,600	–	–	0.02%	525
2017 Q4	$260K	Hold	3,600	–	–	0.03%	515
2017 Q3	$214K	Hold	3,600	–	–	0.03%	520
2017 Q2	$233K	Hold	3,600	–	–	0.03%	494
2017 Q1	$245K	Hold	3,600	–	–	0.04%	486
2016 Q4	$231K	Buy	3,600 +1,400	+64%	+$87.2K	0.04%	471
2016 Q3	$145K	Hold	2,200	–	–	0.04%	468
2016 Q2	$170K	Hold	2,200	–	–	0.04%	474
2016 Q1	$161K	Hold	2,200	–	–	0.04%	483
2015 Q4	$153K	Hold	2,200	–	–	0.04%	471
2015 Q3	$159K	Hold	2,200	–	–	0.04%	472
2015 Q2	$175K	Sell	2,200 -1,800	-45%	-$148K	0.04%	495
2015 Q1	$325K	Buy	4,000 +1,300	+48%	+$99.8K	0.08%	310
2014 Q4	$204K	Buy	2,700 +400	+17%	+$30.1K	0.06%	396
2014 Q3	$168K	Sell	2,300 -500	-18%	-$36.6K	0.05%	416
2014 Q2	$202K	Hold	2,800	–	–	0.05%	424
2014 Q1	$193K	Hold	2,800	–	–	0.05%	416
2013 Q4	$177K	Hold	2,800	–	–	0.05%	427
2013 Q3	$159K	Hold	2,800	–	–	0.04%	432
2013 Q2	$169K	Buy	+2,800	New	+$175K	0.05%	397

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

OppenheimerFunds New York $80.4B AUM 15.1% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Old Mutual Customised Solutions's DVA Position: Q2 2018 in Review

Old Mutual Customised Solutions held its DaVita (DVA) position steady in Q2 2018 at 3,600 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #532.

Old Mutual Customised Solutions first reported a position in DVA in Q2 2013 and has held it in 21 quarters since. The position peaked at $325K in Q1 2015. 479 funds tracked by Wall St. Rank hold DVA as of Q2 2018.

Old Mutual Customised Solutions held 3,600 shares of DaVita worth $250K as of Q2 2018.
Old Mutual Customised Solutions left its DaVita share count unchanged in Q2 2018.
DaVita made up 0.02% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #532 holding.
Old Mutual Customised Solutions first reported a position in DaVita in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's DaVita position peaked at $325K in Q1 2015.
479 funds tracked by Wall St. Rank held DaVita as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.