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Wedbush Securities’s DaVita DVA Stock Holding History

Wedbush Securities’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
2015
Q1 		– Sell
-3,309
Closed -$251K – 751
2014
Q4 		$251K Buy
3,309
+237
+8% +$17.8K 0.04% 470
2014
Q3 		$225K Sell
3,072
-472
-13% -$34.6K 0.04% 499
2014
Q2 		$256K Buy
3,544
+100
+3% +$6.95K 0.04% 452
2014
Q1 		$237K Buy
3,444
+100
+3% +$6.64K 0.04% 452
2013
Q4 		$212K Buy
+3,344
New +$196K 0.05% 449

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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

Wedbush Securities's DVA Position: Q1 2015 in Review

Wedbush Securities sold out of DaVita (DVA) in Q1 2015, closing a stake of 3,309 shares — an estimated $251K sold.

Wedbush Securities first reported a position in DVA in Q4 2013 and held it in 5 quarters. The position peaked at $256K in Q2 2014. 485 funds tracked by Wall St. Rank hold DVA as of Q1 2015.

  • Wedbush Securities reported no remaining DaVita position as of Q1 2015 after selling out during the quarter.
  • Wedbush Securities sold 3,309 DaVita shares in Q1 2015, an estimated $251K.
  • Wedbush Securities first reported a position in DaVita in Q4 2013 and held it in 5 quarters.
  • Wedbush Securities's DaVita position peaked at $256K in Q2 2014.
  • 485 funds tracked by Wall St. Rank held DaVita as of Q1 2015.

Based on Wedbush Securities's 13F filing for Q1 2015, filed 12 May 2015.