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	–	529
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Rockefeller Financial Services's DVA Position: Q3 2017 in Review

Rockefeller Financial Services sold out of DaVita (DVA) in Q3 2017, closing a stake of 7,200 shares — an estimated $466K sold.

Rockefeller Financial Services first reported a position in DVA in Q1 2015 and held it in 10 quarters. The position peaked at $585K in Q1 2015. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2017.

Rockefeller Financial Services reported no remaining DaVita position as of Q3 2017 after selling out during the quarter.
Rockefeller Financial Services sold 7,200 DaVita shares in Q3 2017, an estimated $466K.
Rockefeller Financial Services first reported a position in DaVita in Q1 2015 and held it in 10 quarters.
Rockefeller Financial Services's DaVita position peaked at $585K in Q1 2015.
443 funds tracked by Wall St. Rank held DaVita as of Q3 2017.

Based on Rockefeller Financial Services's 13F filing for Q3 2017, filed 20 Oct 2017.