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SKBA Capital Management’s DaVita DVA Stock Holding History

SKBA Capital 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
2017
Q2 		– Sell
-3,515
Closed -$239K – 74
2017
Q1 		$239K Sell
3,515
-2,700
-43% -$179K 0.03% 68
2016
Q4 		$399K Sell
6,215
-920
-13% -$57.3K 0.05% 65
2016
Q3 		$471K Buy
7,135
+500
+8% +$35.2K 0.05% 61
2016
Q2 		$513K Hold
6,635
– – 0.05% 59
2016
Q1 		$487K Sell
6,635
-3,800
-36% -$257K 0.05% 58
2015
Q4 		$727K Sell
10,435
-87,400
-89% -$6.4M 0.07% 57
2015
Q3 		$7.08M Buy
97,835
+3,000
+3% +$233K 0.61% 52
2015
Q2 		$7.54M Buy
94,835
+100
+0.1% +$8.21K 0.59% 52
2015
Q1 		$7.7M Hold
94,735
– – 0.6% 51
2014
Q4 		$7.17M Buy
94,735
+20,000
+27% +$1.51M 0.55% 52
2014
Q3 		$5.47M Buy
74,735
+35,900
+92% +$2.63M 0.45% 51
2014
Q2 		$2.81M Buy
38,835
+9,500
+32% +$661K 0.25% 54
2014
Q1 		$2.02M Buy
+29,335
New +$1.95M 0.19% 67

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SKBA Capital Management's DVA Position: Q2 2017 in Review

SKBA Capital Management sold out of DaVita (DVA) in Q2 2017, closing a stake of 3,515 shares — an estimated $239K sold.

SKBA Capital Management first reported a position in DVA in Q1 2014 and held it in 13 quarters. The position peaked at $7.7M in Q1 2015. 477 funds tracked by Wall St. Rank hold DVA as of Q2 2017.

  • SKBA Capital Management reported no remaining DaVita position as of Q2 2017 after selling out during the quarter.
  • SKBA Capital Management sold 3,515 DaVita shares in Q2 2017, an estimated $239K.
  • SKBA Capital Management first reported a position in DaVita in Q1 2014 and held it in 13 quarters.
  • SKBA Capital Management's DaVita position peaked at $7.7M in Q1 2015.
  • 477 funds tracked by Wall St. Rank held DaVita as of Q2 2017.

Based on SKBA Capital Management's 13F filing for Q2 2017, filed 10 Aug 2017.