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Roble Belko & Company’s DaVita DVA Stock Holding History

Roble Belko & Company’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
Q4 		– Sell
-1,271
Closed -$46K – 314
2018
Q3 		$46K Hold
1,271
– – 0.02% 106
2018
Q2 		$88K Sell
1,271
-231
-15% -$15.4K 0.03% 81
2018
Q1 		$99K Buy
1,502
+347
+30% +$25.5K 0.04% 80
2017
Q4 		$83K Buy
+1,155
New +$71.1K 0.03% 87

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Roble Belko & Company's DVA Position: Q4 2018 in Review

Roble Belko & Company sold out of DaVita (DVA) in Q4 2018, closing a stake of 1,271 shares — an estimated $46K sold.

Roble Belko & Company first reported a position in DVA in Q4 2017 and held it in 4 quarters. The position peaked at $99K in Q1 2018. 451 funds tracked by Wall St. Rank hold DVA as of Q4 2018.

  • Roble Belko & Company reported no remaining DaVita position as of Q4 2018 after selling out during the quarter.
  • Roble Belko & Company sold 1,271 DaVita shares in Q4 2018, an estimated $46K.
  • Roble Belko & Company first reported a position in DaVita in Q4 2017 and held it in 4 quarters.
  • Roble Belko & Company's DaVita position peaked at $99K in Q1 2018.
  • 451 funds tracked by Wall St. Rank held DaVita as of Q4 2018.

Based on Roble Belko & Company's 13F filing for Q4 2018, filed 13 Feb 2019.