Waverly Advisors’s DaVita DVA Stock Holding History

Waverly 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
2014 Q1	–	Sell	-1,600	Closed	-$101K	–	723
2013 Q4	$101K	Hold	1,600	–	–	0.04%	231
2013 Q3	$91K	Buy	+1,600	New	+$91.7K	0.05%	163

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BIT

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Waverly Advisors's DVA Position: Q1 2014 in Review

Waverly Advisors sold out of DaVita (DVA) in Q1 2014, closing a stake of 1,600 shares — an estimated $101K sold.

Waverly Advisors first reported a position in DVA in Q3 2013 and held it in 2 quarters. The position peaked at $101K in Q4 2013. 473 funds tracked by Wall St. Rank hold DVA as of Q1 2014.

Waverly Advisors reported no remaining DaVita position as of Q1 2014 after selling out during the quarter.
Waverly Advisors sold 1,600 DaVita shares in Q1 2014, an estimated $101K.
Waverly Advisors first reported a position in DaVita in Q3 2013 and held it in 2 quarters.
Waverly Advisors's DaVita position peaked at $101K in Q4 2013.
473 funds tracked by Wall St. Rank held DaVita as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.