Omnia Family Wealth’s DaVita DVA Stock Holding History

Omnia Family Wealth’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	-20	Closed	-$1K	–	613
2017 Q3	$1K	Sell	20 -41	-67%	-$2.47K	﹤0.01%	557
2017 Q2	$4K	Hold	61	–	–	﹤0.01%	446
2017 Q1	$4K	Hold	61	–	–	﹤0.01%	432
2016 Q4	$4K	Buy	+61	New	+$3.8K	﹤0.01%	425

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

Omnia Family Wealth's DVA Position: Q4 2017 in Review

Omnia Family Wealth sold out of DaVita (DVA) in Q4 2017, closing a stake of 20 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in DVA in Q4 2016 and held it in 4 quarters. The position peaked at $4K in Q2 2017. 479 funds tracked by Wall St. Rank hold DVA as of Q4 2017.

Omnia Family Wealth reported no remaining DaVita position as of Q4 2017 after selling out during the quarter.
Omnia Family Wealth sold 20 DaVita shares in Q4 2017, an estimated $1K.
Omnia Family Wealth first reported a position in DaVita in Q4 2016 and held it in 4 quarters.
Omnia Family Wealth's DaVita position peaked at $4K in Q2 2017.
479 funds tracked by Wall St. Rank held DaVita as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.