FAAS
DTV

First Allied Advisory Services’s DIRECTV COM STK (DE) DTV Stock Holding History

First Allied Advisory Services’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
-10,639
Closed -$985K – 1203
2015
Q2 		$985K Buy
10,639
+58
+0.5% +$5.24K 0.04% 402
2015
Q1 		$899K Sell
10,581
-870
-8% -$75.2K 0.06% 381
2014
Q4 		$999K Sell
11,451
-242
-2% -$20.8K 0.07% 322
2014
Q3 		$1.01M Buy
11,693
+491
+4% +$42.2K 0.08% 292
2014
Q2 		$951K Buy
11,202
+986
+10% +$80.3K 0.07% 332
2014
Q1 		$783K Buy
10,216
+77
+0.8% +$5.64K 0.06% 366
2013
Q4 		$698K Buy
10,139
+768
+8% +$49.1K 0.06% 398
2013
Q3 		$562K Buy
9,371
+907
+11% +$55.8K 0.03% 485
2013
Q2 		$520K Buy
+8,464
New +$507K 0.04% 464

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

First Allied Advisory Services's DTV Position: Q3 2015 in Review

First Allied Advisory Services sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 10,639 shares — an estimated $985K sold.

First Allied Advisory Services first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $1.01M in Q3 2014. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • First Allied Advisory Services reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • First Allied Advisory Services sold 10,639 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $985K.
  • First Allied Advisory Services first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • First Allied Advisory Services's DIRECTV COM STK (DE) position peaked at $1.01M in Q3 2014.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on First Allied Advisory Services's 13F filing for Q3 2015, filed 12 Nov 2015.