Atria Investments’s DIRECTV COM STK (DE) DTV Stock Holding History

Atria Investments’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	-5,452	Closed	-$506K	–	424
2015 Q2	$506K	Buy	5,452 +361	+7%	+$32.6K	0.06%	241
2015 Q1	$433K	Sell	5,091 -403	-7%	-$34.8K	0.05%	270
2014 Q4	$476K	Sell	5,494 -380	-6%	-$32.7K	0.05%	266
2014 Q3	$508K	Sell	5,874 -19	-0.3%	-$1.63K	0.05%	275
2014 Q2	$501K	Buy	5,893 +2,166	+58%	+$176K	0.05%	271
2014 Q1	$285K	Buy	+3,727	New	+$273K	0.03%	369
2013 Q4	–	Sell	-4,175	Closed	-$250K	–	481
2013 Q3	$250K	Sell	4,175 -1,123	-21%	-$69.1K	0.03%	395
2013 Q2	$327K	Buy	+5,298	New	+$317K	0.04%	274

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 21.67% 1-Year Est. Return

Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return

BBI

Baxter Bros Inc Riverside, Connecticut $864M AUM 15.83% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Atria Investments's DTV Position: Q3 2015 in Review

Atria Investments sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 5,452 shares — an estimated $506K sold.

Atria Investments first reported a position in DTV in Q2 2013 and held it in 8 quarters. The position peaked at $508K in Q3 2014. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

Atria Investments reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
Atria Investments sold 5,452 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $506K.
Atria Investments first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 8 quarters.
Atria Investments's DIRECTV COM STK (DE) position peaked at $508K in Q3 2014.
10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Atria Investments's 13F filing for Q3 2015, filed 12 Nov 2015.