AWS
DTV

Aris Wealth Services’s DIRECTV COM STK (DE) DTV Stock Holding History

Aris Wealth Services’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
-342
Closed -$32K – 530
2015
Q2 		$32K Hold
342
– – 0.03% 270
2015
Q1 		$29K Buy
+342
New +$29.5K 0.03% 279

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 $4.13B AUM 32.58% 1-Year Est. Return

Aris Wealth Services's DTV Position: Q3 2015 in Review

Aris Wealth Services sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 342 shares — an estimated $32K sold.

Aris Wealth Services first reported a position in DTV in Q1 2015 and held it in 2 quarters. The position peaked at $32K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Aris Wealth Services reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 342 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $32K.
  • Aris Wealth Services first reported a position in DIRECTV COM STK (DE) in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's DIRECTV COM STK (DE) position peaked at $32K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.