BRWM
DTV

B. Riley Wealth Management’s DIRECTV COM STK (DE) DTV Stock Holding History

B. Riley Wealth Management’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
-700
Closed -$64K – 1000
2015
Q2 		$64K Hold
700
– – 0.05% 359
2015
Q1 		$59K Hold
700
– – 0.04% 381
2014
Q4 		$60K Hold
700
– – 0.05% 366
2014
Q3 		$60K Hold
700
– – 0.04% 376
2014
Q2 		$59K Buy
700
+300
+75% +$24.4K 0.04% 440
2014
Q1 		$31K Buy
+400
New +$29.3K 0.02% 548

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

B. Riley Wealth Management's DTV Position: Q3 2015 in Review

B. Riley Wealth Management sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 700 shares — an estimated $64K sold.

B. Riley Wealth Management first reported a position in DTV in Q1 2014 and held it in 6 quarters. The position peaked at $64K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • B. Riley Wealth Management reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 700 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $64K.
  • B. Riley Wealth Management first reported a position in DIRECTV COM STK (DE) in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's DIRECTV COM STK (DE) position peaked at $64K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.