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Wilmington Trust Investment Management’s DaVita DVA Stock Holding History

Wilmington Trust Investment Management’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
2014
Q2 		$243K Sell
3,364
-1,000
-23% -$69.5K 0.05% 307
2014
Q1 		$300K Hold
4,364
– – 0.06% 264
2013
Q4 		$277K Hold
4,364
– – 0.06% 310
2013
Q3 		$248K Hold
4,364
– – 0.05% 326
2013
Q2 		$264K Buy
+4,364
New +$273K 0.06% 320

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilmington Trust Investment Management's DVA Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its DaVita (DVA) stake by 23% in Q2 2014, selling an estimated $69.5K and leaving 3,364 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #307.

Wilmington Trust Investment Management first reported a position in DVA in Q2 2013 and has held it in 5 quarters since. The position peaked at $300K in Q1 2014. 471 funds tracked by Wall St. Rank hold DVA as of Q2 2014.

  • Wilmington Trust Investment Management held 3,364 shares of DaVita worth $243K as of Q2 2014.
  • Wilmington Trust Investment Management sold 1,000 DaVita shares in Q2 2014, an estimated $69.5K.
  • DaVita made up 0.05% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #307 holding.
  • Wilmington Trust Investment Management first reported a position in DaVita in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's DaVita position peaked at $300K in Q1 2014.
  • 471 funds tracked by Wall St. Rank held DaVita as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.