CFA
DTV

Carroll Financial Associates’s DIRECTV COM STK (DE) DTV Stock Holding History

Carroll Financial Associates’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
-734
Closed -$68K – 1233
2015
Q2 		$68K Buy
734
+5
+0.7% +$452 0.02% 327
2015
Q1 		$62K Buy
729
+64
+10% +$5.53K 0.03% 254
2014
Q4 		$58K Sell
665
-5
-0.7% -$430 0.04% 229
2014
Q3 		$58K Sell
670
-64
-9% -$5.5K 0.02% 285
2014
Q2 		$62K Buy
734
+207
+39% +$16.9K 0.02% 292
2014
Q1 		$40K Hold
527
– – 0.01% 328
2013
Q4 		$36K Hold
527
– – 0.01% 330
2013
Q3 		$31K Hold
527
– – 0.01% 362
2013
Q2 		$32K Buy
+527
New +$31.6K 0.02% 281

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

Carroll Financial Associates's DTV Position: Q3 2015 in Review

Carroll Financial Associates sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 734 shares — an estimated $68K sold.

Carroll Financial Associates first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $68K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Carroll Financial Associates reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Carroll Financial Associates sold 734 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $68K.
  • Carroll Financial Associates first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Carroll Financial Associates's DIRECTV COM STK (DE) position peaked at $68K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Carroll Financial Associates's 13F filing for Q3 2015, filed 28 Oct 2015.