EWM
DTV

Edge Wealth Management’s DIRECTV COM STK (DE) DTV Stock Holding History

Edge Wealth Management’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
-1,000
Closed -$93K – 490
2015
Q2 		$93K Hold
1,000
– – 0.03% 146
2015
Q1 		$86K Hold
1,000
– – 0.03% 148
2014
Q4 		$87K Hold
1,000
– – 0.03% 154
2014
Q3 		$87K Hold
1,000
– – 0.03% 145
2014
Q2 		$85K Hold
1,000
– – 0.04% 143
2014
Q1 		$76K Hold
1,000
– – 0.03% 146
2013
Q4 		$69K Hold
1,000
– – 0.03% 148
2013
Q3 		$60K Hold
1,000
– – 0.04% 136
2013
Q2 		$62K Buy
+1,000
New +$59.9K 0.04% 112

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

Edge Wealth Management's DTV Position: Q3 2015 in Review

Edge Wealth Management sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 1,000 shares — an estimated $93K sold.

Edge Wealth Management first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $93K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Edge Wealth Management reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Edge Wealth Management sold 1,000 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $93K.
  • Edge Wealth Management first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Edge Wealth Management's DIRECTV COM STK (DE) position peaked at $93K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Edge Wealth Management's 13F filing for Q3 2015, filed 7 Oct 2015.