Shine Investment Advisory Services’s DaVita DVA Stock Holding History

Shine Investment Advisory 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
2018 Q2	–	Sell	-44	Closed	-$3K	–	651
2018 Q1	$3K	Buy	44 +4	+10%	+$294	﹤0.01%	619
2017 Q4	$3K	Buy	+40	New	+$2.46K	﹤0.01%	620

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

Norges Bank Oslo, Norway $1T AUM

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shine Investment Advisory Services's DVA Position: Q2 2018 in Review

Shine Investment Advisory Services sold out of DaVita (DVA) in Q2 2018, closing a stake of 44 shares — an estimated $3K sold.

Shine Investment Advisory Services first reported a position in DVA in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 479 funds tracked by Wall St. Rank hold DVA as of Q2 2018.

Shine Investment Advisory Services reported no remaining DaVita position as of Q2 2018 after selling out during the quarter.
Shine Investment Advisory Services sold 44 DaVita shares in Q2 2018, an estimated $3K.
Shine Investment Advisory Services first reported a position in DaVita in Q4 2017 and held it in 2 quarters.
Shine Investment Advisory Services's DaVita position peaked at $3K in Q1 2018.
479 funds tracked by Wall St. Rank held DaVita as of Q2 2018.

Based on Shine Investment Advisory Services's 13F filing for Q2 2018, filed 2 Aug 2018.