Raab & Moskowitz Asset Management’s DaVita DVA Stock Holding History

Raab & Moskowitz Asset Management’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
2016 Q3	–	Sell	-16,155	Closed	-$1.25M	–	139
2016 Q2	$1.25M	Sell	16,155 -225	-1%	-$17K	0.71%	50
2016 Q1	$1.2M	Hold	16,380	–	–	0.71%	49
2015 Q4	$1.14M	Hold	16,380	–	–	0.68%	51
2015 Q3	$1.18M	Sell	16,380 -240	-1%	-$18.6K	0.77%	46
2015 Q2	$1.32M	Sell	16,620 -650	-4%	-$53.4K	0.81%	45
2015 Q1	$1.4M	Buy	17,270 +250	+1%	+$19.2K	0.85%	46
2014 Q4	$1.29M	Buy	17,020 +202	+1%	+$15.2K	0.74%	51
2014 Q3	$1.23M	Buy	16,818 +250	+2%	+$18.3K	0.6%	66
2014 Q2	$1.2M	Buy	16,568 +190	+1%	+$13.2K	0.57%	64
2014 Q1	$1.13M	Buy	16,378 +914	+6%	+$60.7K	0.62%	56
2013 Q4	$980K	Buy	+15,464	New	+$907K	0.56%	66

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 $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TCM

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Raab & Moskowitz Asset Management's DVA Position: Q3 2016 in Review

Raab & Moskowitz Asset Management sold out of DaVita (DVA) in Q3 2016, closing a stake of 16,155 shares — an estimated $1.25M sold.

Raab & Moskowitz Asset Management first reported a position in DVA in Q4 2013 and held it in 11 quarters. The position peaked at $1.4M in Q1 2015. 482 funds tracked by Wall St. Rank hold DVA as of Q3 2016.

Raab & Moskowitz Asset Management reported no remaining DaVita position as of Q3 2016 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 16,155 DaVita shares in Q3 2016, an estimated $1.25M.
Raab & Moskowitz Asset Management first reported a position in DaVita in Q4 2013 and held it in 11 quarters.
Raab & Moskowitz Asset Management's DaVita position peaked at $1.4M in Q1 2015.
482 funds tracked by Wall St. Rank held DaVita as of Q3 2016.

Based on Raab & Moskowitz Asset Management's 13F filing for Q3 2016, filed 27 Oct 2016.