Ropes Wealth Advisors’s DaVita DVA Stock Holding History

Ropes Wealth Advisors’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 Q1	–	Sell	-11	Closed	-$1K	–	475
2015 Q4	$1K	Buy	+11	New	+$806	﹤0.01%	422

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

BIT

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

TCM

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

BFA

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

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

Ropes Wealth Advisors's DVA Position: Q1 2016 in Review

Ropes Wealth Advisors sold out of DaVita (DVA) in Q1 2016, closing a stake of 11 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in DVA in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 475 funds tracked by Wall St. Rank hold DVA as of Q1 2016.

Ropes Wealth Advisors reported no remaining DaVita position as of Q1 2016 after selling out during the quarter.
Ropes Wealth Advisors sold 11 DaVita shares in Q1 2016, an estimated $1K.
Ropes Wealth Advisors first reported a position in DaVita in Q4 2015 and held it in 1 quarter.
Ropes Wealth Advisors's DaVita position peaked at $1K in Q4 2015.
475 funds tracked by Wall St. Rank held DaVita as of Q1 2016.

Based on Ropes Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.