SeaCrest Wealth Management’s DaVita DVA Stock Holding History

SeaCrest Wealth 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
2019 Q1	–	Sell	-30	Closed	-$2K	–	2156
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	1900
2018 Q3	$2K	Sell	30 -120	-80%	-$8.48K	﹤0.01%	2051
2018 Q2	$10K	Sell	150 -1,150	-88%	-$76.8K	﹤0.01%	1604
2018 Q1	$86K	Buy	1,300 +1,000	+333%	+$73.4K	0.02%	751
2017 Q4	$22K	Buy	+300	New	+$18.5K	﹤0.01%	1303

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

SeaCrest Wealth Management's DVA Position: Q1 2019 in Review

SeaCrest Wealth Management sold out of DaVita (DVA) in Q1 2019, closing a stake of 30 shares — an estimated $2K sold.

SeaCrest Wealth Management first reported a position in DVA in Q4 2017 and held it in 5 quarters. The position peaked at $86K in Q1 2018. 440 funds tracked by Wall St. Rank hold DVA as of Q1 2019.

SeaCrest Wealth Management reported no remaining DaVita position as of Q1 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 30 DaVita shares in Q1 2019, an estimated $2K.
SeaCrest Wealth Management first reported a position in DaVita in Q4 2017 and held it in 5 quarters.
SeaCrest Wealth Management's DaVita position peaked at $86K in Q1 2018.
440 funds tracked by Wall St. Rank held DaVita as of Q1 2019.

Based on SeaCrest Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.