Partnervest Advisory Services’s DaVita DVA Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-400	Closed	-$29K	–	310
2014 Q2	$29K	Buy	400 +25	+7%	+$1.74K	0.01%	461
2014 Q1	$26K	Buy	375 +75	+25%	+$4.98K	0.01%	443
2013 Q4	$19K	Hold	300	–	–	0.01%	483
2013 Q3	$17K	Buy	300 +100	+50%	+$5.73K	0.01%	504
2013 Q2	$12K	Buy	+200	New	+$12.5K	0.01%	555

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCM

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Partnervest Advisory Services's DVA Position: Q3 2014 in Review

Partnervest Advisory Services sold out of DaVita (DVA) in Q3 2014, closing a stake of 400 shares — an estimated $29K sold.

Partnervest Advisory Services first reported a position in DVA in Q2 2013 and held it in 5 quarters. The position peaked at $29K in Q2 2014. 474 funds tracked by Wall St. Rank hold DVA as of Q3 2014.

Partnervest Advisory Services reported no remaining DaVita position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 400 DaVita shares in Q3 2014, an estimated $29K.
Partnervest Advisory Services first reported a position in DaVita in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's DaVita position peaked at $29K in Q2 2014.
474 funds tracked by Wall St. Rank held DaVita as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.