WP
DVA icon

WealthPLAN Partners’s DaVita DVA Stock Holding History

WealthPLAN Partners’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
-690
Closed -$46.5K – 242
2017
Q1 		$46.5K Buy
+690
New +$45.7K 0.16% 116
2016
Q3 		$205K Sell
3,184
-1,632
-34% -$115K 0.07% 144
2016
Q2 		$186K Buy
+4,816
New +$364K 0.02% 406
2015
Q4 		$41.8K Buy
+907
New +$66.4K 0.01% 676
2015
Q2 		$10K Buy
+130
New +$10.7K ﹤0.01% 307

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

WealthPLAN Partners's DVA Position: Q2 2017 in Review

WealthPLAN Partners sold out of DaVita (DVA) in Q2 2017, closing a stake of 690 shares — an estimated $46.5K sold.

WealthPLAN Partners first reported a position in DVA in Q2 2015 and held it in 5 quarters. The position peaked at $205K in Q3 2016. 477 funds tracked by Wall St. Rank hold DVA as of Q2 2017.

  • WealthPLAN Partners reported no remaining DaVita position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 690 DaVita shares in Q2 2017, an estimated $46.5K.
  • WealthPLAN Partners first reported a position in DaVita in Q2 2015 and held it in 5 quarters.
  • WealthPLAN Partners's DaVita position peaked at $205K in Q3 2016.
  • 477 funds tracked by Wall St. Rank held DaVita as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.