R.H. Bluestein & Co’s DaVita DVA Stock Holding History

R.H. Bluestein & Co’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 Q2	–	Sell	-5,000	Closed	-$340K	–	314
2017 Q1	$340K	Hold	5,000	–	–	0.02%	218
2016 Q4	$321K	Hold	5,000	–	–	0.02%	202
2016 Q3	$330K	Hold	5,000	–	–	0.02%	178
2016 Q2	$387K	Hold	5,000	–	–	0.03%	135
2016 Q1	$367K	Hold	5,000	–	–	0.03%	163
2015 Q4	$349K	Hold	5,000	–	–	0.02%	182
2015 Q3	$362K	Hold	5,000	–	–	0.03%	183
2015 Q2	$397K	Hold	5,000	–	–	0.02%	210
2015 Q1	$406K	Sell	5,000 -5,650	-53%	-$434K	0.02%	197
2014 Q4	$807K	Buy	10,650 +4,250	+66%	+$320K	0.05%	114
2014 Q3	$468K	Buy	+6,400	New	+$469K	0.03%	204
2013 Q4	–	Sell	-4,400	Closed	-$250K	–	362
2013 Q3	$250K	Buy	+4,400	New	+$252K	0.02%	287

Other funds holding DVA

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return