AWA
DTV

AmeriServ Wealth Advisors’s DIRECTV COM STK (DE) DTV Stock Holding History

AmeriServ Wealth Advisors’s Portfolio DTV Stock Details DTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,693
Closed -$342K – 150
2015
Q2 		$342K Sell
3,693
-83
-2% -$7.5K 0.4% 51
2015
Q1 		$322K Sell
3,776
-220
-6% -$19K 0.37% 57
2014
Q4 		$346K Buy
3,996
+4
+0.1% +$344 0.34% 79
2014
Q3 		$346K Buy
3,992
+11
+0.3% +$946 0.6% 62
2014
Q2 		$338K Sell
3,981
-15
-0.4% -$1.22K 0.36% 75
2014
Q1 		$305K Sell
3,996
-16
-0.4% -$1.17K 0.31% 90
2013
Q4 		$277K Buy
4,012
+502
+14% +$32.1K 0.17% 147
2013
Q3 		$210K Buy
+3,510
New +$216K 0.13% 164

Other funds holding DTV

SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return
BBI
Baxter Bros Inc Riverside, Connecticut $810M AUM 16.24% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

AmeriServ Wealth Advisors's DTV Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 3,693 shares — an estimated $342K sold.

AmeriServ Wealth Advisors first reported a position in DTV in Q3 2013 and held it in 8 quarters. The position peaked at $346K in Q4 2014. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • AmeriServ Wealth Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 3,693 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $342K.
  • AmeriServ Wealth Advisors first reported a position in DIRECTV COM STK (DE) in Q3 2013 and held it in 8 quarters.
  • AmeriServ Wealth Advisors's DIRECTV COM STK (DE) position peaked at $346K in Q4 2014.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.