WIC
DVA icon

Woodmont Investment Counsel’s DaVita DVA Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-260
Closed -$17K – 300
2016
Q3 		$17K Buy
+260
New +$18.3K ﹤0.01% 384

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Woodmont Investment Counsel's DVA Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of DaVita (DVA) in Q4 2016, closing a stake of 260 shares — an estimated $17K sold.

Woodmont Investment Counsel first reported a position in DVA in Q3 2016 and held it in 1 quarter. The position peaked at $17K in Q3 2016. 481 funds tracked by Wall St. Rank hold DVA as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining DaVita position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 260 DaVita shares in Q4 2016, an estimated $17K.
  • Woodmont Investment Counsel first reported a position in DaVita in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's DaVita position peaked at $17K in Q3 2016.
  • 481 funds tracked by Wall St. Rank held DaVita as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.