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Triangle Securities Wealth Management’s DaVita DVA Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-2,610
Closed -$158K – 187
2013
Q2 		$158K Buy
+2,610
New +$163K 0.12% 134

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Triangle Securities Wealth Management's DVA Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of DaVita (DVA) in Q3 2013, closing a stake of 2,610 shares — an estimated $158K sold.

Triangle Securities Wealth Management first reported a position in DVA in Q2 2013 and held it in 1 quarter. The position peaked at $158K in Q2 2013. 414 funds tracked by Wall St. Rank hold DVA as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining DaVita position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,610 DaVita shares in Q3 2013, an estimated $158K.
  • Triangle Securities Wealth Management first reported a position in DaVita in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's DaVita position peaked at $158K in Q2 2013.
  • 414 funds tracked by Wall St. Rank held DaVita as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.