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Smith Shellnut Wilson’s DaVita DVA Stock Holding History

Smith Shellnut Wilson’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
Q3 		– Sell
-3,662
Closed -$283K – 138
2017
Q2 		$283K Sell
3,662
-195
-5% -$12.9K 0.29% 83
2017
Q1 		$262K Hold
3,857
– – 0.24% 102
2016
Q4 		$248K Buy
+3,857
New +$240K 0.24% 107

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
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Smith Shellnut Wilson's DVA Position: Q3 2017 in Review

Smith Shellnut Wilson sold out of DaVita (DVA) in Q3 2017, closing a stake of 3,662 shares — an estimated $283K sold.

Smith Shellnut Wilson first reported a position in DVA in Q4 2016 and held it in 3 quarters. The position peaked at $283K in Q2 2017. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2017.

  • Smith Shellnut Wilson reported no remaining DaVita position as of Q3 2017 after selling out during the quarter.
  • Smith Shellnut Wilson sold 3,662 DaVita shares in Q3 2017, an estimated $283K.
  • Smith Shellnut Wilson first reported a position in DaVita in Q4 2016 and held it in 3 quarters.
  • Smith Shellnut Wilson's DaVita position peaked at $283K in Q2 2017.
  • 443 funds tracked by Wall St. Rank held DaVita as of Q3 2017.

Based on Smith Shellnut Wilson's 13F filing for Q3 2017, filed 17 Nov 2017.