EWA
DTV

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

EP 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
-17,510
Closed -$1.62M – 150
2015
Q2 		$1.62M Buy
17,510
+7,834
+81% +$708K 0.3% 40
2015
Q1 		$823K Buy
9,676
+807
+9% +$69.7K 0.15% 53
2014
Q4 		$769K Hold
8,869
– – 0.13% 67
2014
Q3 		$767K Hold
8,869
– – 0.12% 52
2014
Q2 		$754K Hold
8,869
– – 0.18% 50
2014
Q1 		$678K Buy
8,869
+919
+12% +$67.4K 0.19% 51
2013
Q4 		$549K Hold
7,950
– – 0.14% 68
2013
Q3 		$475K Buy
+7,950
New +$489K 0.15% 60

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

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

EP Wealth Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 17,510 shares — an estimated $1.62M sold.

EP Wealth Advisors first reported a position in DTV in Q3 2013 and held it in 8 quarters. The position peaked at $1.62M in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • EP Wealth Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • EP Wealth Advisors sold 17,510 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $1.62M.
  • EP Wealth Advisors first reported a position in DIRECTV COM STK (DE) in Q3 2013 and held it in 8 quarters.
  • EP Wealth Advisors'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 EP Wealth Advisors's 13F filing for Q3 2015, filed 17 Nov 2015.