BFA
DTV

Beaumont Financial Advisors’s DIRECTV COM STK (DE) DTV Stock Holding History

Beaumont Financial 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
Q4 		– Sell
-42,582
Closed -$3.95M – 158
2015
Q3 		$3.95M Hold
42,582
– – 0.57% 65
2015
Q2 		$3.95M Sell
42,582
-33,293
-44% -$3.01M 0.57% 65
2015
Q1 		$6.46M Sell
75,875
-2,850
-4% -$246K 0.23% 66
2014
Q4 		$6.83M Buy
78,725
+1,255
+2% +$108K 0.33% 68
2014
Q3 		$6.7M Sell
77,470
-3,173
-4% -$273K 0.44% 65
2014
Q2 		$6.86M Sell
80,643
-4,233
-5% -$345K 0.49% 65
2014
Q1 		$6.49M Sell
84,876
-4,199
-5% -$308K 0.53% 51
2013
Q4 		$6.15M Buy
89,075
+31,829
+56% +$2.04M 0.51% 57
2013
Q3 		$3.42M Buy
57,246
+4,660
+9% +$287K 0.3% 75
2013
Q2 		$3.24M Buy
+52,586
New +$3.15M 0.3% 77

Other funds holding DTV

BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.67% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Beaumont Financial Advisors's DTV Position: Q4 2015 in Review

Beaumont Financial Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q4 2015, closing a stake of 42,582 shares — an estimated $3.95M sold.

Beaumont Financial Advisors first reported a position in DTV in Q2 2013 and held it in 10 quarters. The position peaked at $6.86M in Q2 2014. 3 funds tracked by Wall St. Rank hold DTV as of Q4 2015.

  • Beaumont Financial Advisors reported no remaining DIRECTV COM STK (DE) position as of Q4 2015 after selling out during the quarter.
  • Beaumont Financial Advisors sold 42,582 DIRECTV COM STK (DE) shares in Q4 2015, an estimated $3.95M.
  • Beaumont Financial Advisors first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 10 quarters.
  • Beaumont Financial Advisors's DIRECTV COM STK (DE) position peaked at $6.86M in Q2 2014.
  • 3 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q4 2015.

Based on Beaumont Financial Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.