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WFG Advisors’s DaVita DVA Stock Holding History

WFG 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
Q2 		$608K Buy
9,395
+603
+7% +$39.9K 0.14% 173
2017
Q1 		$598K Buy
8,792
+281
+3% +$18.6K 0.16% 150
2016
Q4 		$546K Buy
8,511
+4,223
+98% +$263K 0.13% 193
2016
Q3 		$283K Buy
4,288
+1,181
+38% +$83.1K 0.07% 279
2016
Q2 		$240K Buy
3,107
+568
+22% +$42.9K 0.06% 287
2016
Q1 		$186K Buy
2,539
+21
+0.8% +$1.42K 0.05% 316
2015
Q4 		$176K Hold
2,518
– – 0.05% 317
2015
Q3 		$182K Sell
2,518
-65
-3% -$5.04K 0.06% 312
2015
Q2 		$205K Buy
2,583
+39
+2% +$3.2K 0.06% 345
2015
Q1 		$207K Sell
2,544
-344
-12% -$26.4K 0.06% 341
2014
Q4 		$219K Buy
2,888
+356
+14% +$26.8K 0.04% 400
2014
Q3 		$185K Hold
2,532
– – 0.04% 470
2014
Q2 		$183K Buy
2,532
+100
+4% +$6.95K 0.03% 465
2014
Q1 		$167K Sell
2,432
-1,499
-38% -$99.6K 0.03% 475
2013
Q4 		$249K Hold
3,931
– – 0.04% 467
2013
Q3 		$224K Buy
3,931
+1,925
+96% +$110K 0.03% 453
2013
Q2 		$121K Buy
+2,006
New +$125K 0.02% 596

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

WFG Advisors's DVA Position: Q2 2017 in Review

WFG Advisors increased its DaVita (DVA) stake by 6.9% in Q2 2017, buying an estimated $39.9K and bringing the position to 9,395 shares worth $608K. The position accounts for 0.14% of the portfolio, ranked #173.

WFG Advisors first reported a position in DVA in Q2 2013 and has held it in 17 quarters since. 477 funds tracked by Wall St. Rank hold DVA as of Q2 2017.

  • WFG Advisors held 9,395 shares of DaVita worth $608K as of Q2 2017.
  • WFG Advisors bought 603 DaVita shares in Q2 2017, an estimated $39.9K.
  • DaVita made up 0.14% of WFG Advisors's portfolio in Q2 2017, its #173 holding.
  • WFG Advisors first reported a position in DaVita in Q2 2013 and has held it in 17 quarters since.
  • 477 funds tracked by Wall St. Rank held DaVita as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.