FMWA
DTV

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

Forvis Mazars 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
-22,338
Closed -$2.07M – 202
2015
Q2 		$2.07M Sell
22,338
-560
-2% -$50.6K 0.31% 43
2015
Q1 		$1.95M Buy
22,898
+254
+1% +$21.9K 0.28% 48
2014
Q4 		$1.96M Sell
22,644
-421
-2% -$36.2K 0.32% 49
2014
Q3 		$2M Buy
23,065
+472
+2% +$40.6K 0.34% 44
2014
Q2 		$1.92M Sell
22,593
-1,837
-8% -$150K 0.33% 46
2014
Q1 		$1.87M Sell
24,430
-95
-0.4% -$6.96K 0.33% 51
2013
Q4 		$1.69M Sell
24,525
-1,390
-5% -$88.9K 0.31% 54
2013
Q3 		$1.55M Buy
+25,915
New +$1.6M 0.32% 53

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

Forvis Mazars Wealth Advisors's DTV Position: Q3 2015 in Review

Forvis Mazars Wealth Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 22,338 shares — an estimated $2.07M sold.

Forvis Mazars Wealth Advisors first reported a position in DTV in Q3 2013 and held it in 8 quarters. The position peaked at $2.07M in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Forvis Mazars Wealth Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 22,338 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $2.07M.
  • Forvis Mazars Wealth Advisors first reported a position in DIRECTV COM STK (DE) in Q3 2013 and held it in 8 quarters.
  • Forvis Mazars Wealth Advisors's DIRECTV COM STK (DE) position peaked at $2.07M in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2015, filed 13 Oct 2015.