CWA
DTV

Constellation Wealth Advisors’s DIRECTV COM STK (DE) DTV Stock Holding History

Constellation Wealth 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
Q3 		– Sell
-2,600
Closed -$241K – 173
2015
Q2 		$241K Hold
2,600
– – 0.02% 169
2015
Q1 		$221K Hold
2,600
– – 0.02% 171
2014
Q4 		$225K Sell
2,600
-1,000
-28% -$86K 0.02% 169
2014
Q3 		$311K Hold
3,600
– – 0.03% 167
2014
Q2 		$306K Sell
3,600
-200
-5% -$16.3K 0.03% 153
2014
Q1 		$290K Sell
3,800
-1,200
-24% -$88K 0.03% 173
2013
Q4 		$345K Sell
5,000
-400
-7% -$25.6K 0.03% 172
2013
Q3 		$323K Buy
5,400
+1,400
+35% +$86.2K 0.04% 166
2013
Q2 		$247K Buy
+4,000
New +$240K 0.03% 175

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 $10.3B AUM 3.26% 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

Constellation Wealth Advisors's DTV Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 2,600 shares — an estimated $241K sold.

Constellation Wealth Advisors first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $345K in Q4 2013. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Constellation Wealth Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 2,600 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $241K.
  • Constellation Wealth Advisors first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Constellation Wealth Advisors's DIRECTV COM STK (DE) position peaked at $345K in Q4 2013.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.