Rockefeller Financial Services’s DaVita DVA Stock Holding History

Rockefeller Financial 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
2017 Q3	–	Sell	-7,200	Closed	-$466K	–	530
2017 Q2	$466K	Hold	7,200	–	–	0.01%	236
2017 Q1	$489K	Hold	7,200	–	–	0.01%	240
2016 Q4	$462K	Hold	7,200	–	–	0.01%	260
2016 Q3	$476K	Hold	7,200	–	–	0.01%	244
2016 Q2	$557K	Hold	7,200	–	–	0.01%	238
2016 Q1	$528K	Hold	7,200	–	–	0.01%	242
2015 Q4	$502K	Hold	7,200	–	–	0.01%	253
2015 Q3	$521K	Hold	7,200	–	–	0.01%	243
2015 Q2	$572K	Hold	7,200	–	–	0.01%	229
2015 Q1	$585K	Buy	+7,200	New	+$553K	0.01%	228

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

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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

Neuberger Berman Group

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