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WESPAC Advisors’s DaVita DVA Stock Holding History

WESPAC 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
2017
Q1 		– Sell
-6,104
Closed -$392K – 112
2016
Q4 		$392K Buy
+6,104
New +$380K 0.44% 72

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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WESPAC Advisors's DVA Position: Q1 2017 in Review

WESPAC Advisors sold out of DaVita (DVA) in Q1 2017, closing a stake of 6,104 shares — an estimated $392K sold.

WESPAC Advisors first reported a position in DVA in Q4 2016 and held it in 1 quarter. The position peaked at $392K in Q4 2016. 482 funds tracked by Wall St. Rank hold DVA as of Q1 2017.

  • WESPAC Advisors reported no remaining DaVita position as of Q1 2017 after selling out during the quarter.
  • WESPAC Advisors sold 6,104 DaVita shares in Q1 2017, an estimated $392K.
  • WESPAC Advisors first reported a position in DaVita in Q4 2016 and held it in 1 quarter.
  • WESPAC Advisors's DaVita position peaked at $392K in Q4 2016.
  • 482 funds tracked by Wall St. Rank held DaVita as of Q1 2017.

Based on WESPAC Advisors's 13F filing for Q1 2017, filed 8 May 2017.