SRH Advisors’s DaVita DVA Stock Holding History

SRH Advisors’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
2016 Q4	–	Sell	-24	Closed	-$2K	–	226
2016 Q3	$2K	Hold	24	–	–	0.01%	177
2016 Q2	$2K	Hold	24	–	–	0.01%	176
2016 Q1	$2K	Hold	24	–	–	0.01%	178
2015 Q4	$2K	Hold	24	–	–	0.01%	175
2015 Q3	$2K	Hold	24	–	–	0.01%	183
2015 Q2	$2K	Hold	24	–	–	0.01%	181
2015 Q1	$2K	Hold	24	–	–	0.01%	168
2014 Q4	$2K	Hold	24	–	–	0.01%	168
2014 Q3	$2K	Buy	+24	New	+$1.76K	0.02%	155

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

SRH Advisors's DVA Position: Q4 2016 in Review

SRH Advisors sold out of DaVita (DVA) in Q4 2016, closing a stake of 24 shares — an estimated $2K sold.

SRH Advisors first reported a position in DVA in Q3 2014 and held it in 9 quarters. The position peaked at $2K in Q3 2016. 479 funds tracked by Wall St. Rank hold DVA as of Q4 2016.

SRH Advisors reported no remaining DaVita position as of Q4 2016 after selling out during the quarter.
SRH Advisors sold 24 DaVita shares in Q4 2016, an estimated $2K.
SRH Advisors first reported a position in DaVita in Q3 2014 and held it in 9 quarters.
SRH Advisors's DaVita position peaked at $2K in Q3 2016.
479 funds tracked by Wall St. Rank held DaVita as of Q4 2016.

Based on SRH Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.