Signature Wealth Management Group’s DaVita DVA Stock Holding History

Signature Wealth Management Group’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 Q1	–	Sell	-13	Closed	-$1K	–	346
2017 Q4	$1K	Buy	+13	New	+$800	﹤0.01%	336

Other funds holding DVA

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Signature Wealth Management Group's DVA Position: Q1 2018 in Review

Signature Wealth Management Group sold out of DaVita (DVA) in Q1 2018, closing a stake of 13 shares — an estimated $1K sold.

Signature Wealth Management Group first reported a position in DVA in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 497 funds tracked by Wall St. Rank hold DVA as of Q1 2018.

Signature Wealth Management Group reported no remaining DaVita position as of Q1 2018 after selling out during the quarter.
Signature Wealth Management Group sold 13 DaVita shares in Q1 2018, an estimated $1K.
Signature Wealth Management Group first reported a position in DaVita in Q4 2017 and held it in 1 quarter.
Signature Wealth Management Group's DaVita position peaked at $1K in Q4 2017.
497 funds tracked by Wall St. Rank held DaVita as of Q1 2018.

Based on Signature Wealth Management Group's 13F filing for Q1 2018, filed 12 Apr 2018.