DA
DTV

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

Dunvegan 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
-180
Closed -$17K – 211
2015
Q2 		$17K Hold
180
– – 0.02% 143
2015
Q1 		$15K Hold
180
– – 0.01% 154
2014
Q4 		$16K Hold
180
– – 0.01% 149
2014
Q3 		$16K Hold
180
– – 0.01% 143
2014
Q2 		$15K Sell
180
-100
-36% -$8.15K 0.01% 142
2014
Q1 		$21K Buy
+280
New +$20.5K 0.02% 138

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
Bridges Investment Management
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 $1.52B AUM 21.45% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Dunvegan Associates's DTV Position: Q3 2015 in Review

Dunvegan Associates sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 180 shares — an estimated $17K sold.

Dunvegan Associates first reported a position in DTV in Q1 2014 and held it in 6 quarters. The position peaked at $21K in Q1 2014. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Dunvegan Associates reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Dunvegan Associates sold 180 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $17K.
  • Dunvegan Associates first reported a position in DIRECTV COM STK (DE) in Q1 2014 and held it in 6 quarters.
  • Dunvegan Associates's DIRECTV COM STK (DE) position peaked at $21K in Q1 2014.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Dunvegan Associates's 13F filing for Q3 2015, filed 28 Apr 2017.