WA
DVA icon

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 $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return