CFA
DTV

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

CT 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
Q3 		– Sell
-3,353
Closed -$311K – 663
2015
Q2 		$311K Sell
3,353
-70
-2% -$6.33K 0.18% 110
2015
Q1 		$291K Sell
3,423
-80
-2% -$6.91K 0.16% 115
2014
Q4 		$304K Buy
+3,503
New +$301K 0.23% 87
2014
Q1 		$291K Buy
+3,423
New +$251K 0.16% 115

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 21.67% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
BBI
Baxter Bros Inc Riverside, Connecticut $864M AUM 15.83% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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

CT Financial Advisors's DTV Position: Q3 2015 in Review

CT Financial Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 3,353 shares — an estimated $311K sold.

CT Financial Advisors first reported a position in DTV in Q1 2014 and held it in 4 quarters. The position peaked at $311K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • CT Financial Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • CT Financial Advisors sold 3,353 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $311K.
  • CT Financial Advisors first reported a position in DIRECTV COM STK (DE) in Q1 2014 and held it in 4 quarters.
  • CT Financial Advisors's DIRECTV COM STK (DE) position peaked at $311K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on CT Financial Advisors's 13F filing for Q3 2015, filed 5 Oct 2015.