Creative Planning
DTV

Creative Planning’s DIRECTV COM STK (DE) DTV Stock Holding History

Creative Planning’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
2014
Q2 		– Sell
-300
Closed -$1K – 4115
2014
Q1 		$1K Buy
+300
New +$22K ﹤0.01% 3581

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

Creative Planning's DTV Position: Q3 2015 in Review

Creative Planning sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 17,463 shares — an estimated $1.62M sold.

Creative Planning first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $1.62M in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Creative Planning reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Creative Planning sold 17,463 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $1.62M.
  • Creative Planning first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Creative Planning's DIRECTV COM STK (DE) position peaked at $1.62M in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Creative Planning's 13F filing for Q3 2015, filed 9 Oct 2015.