GA
DTV

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

Geneva 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
-12,126
Closed -$1.13M – 716
2015
Q2 		$1.13M Buy
12,126
+98
+0.8% +$8.86K 0.02% 291
2015
Q1 		$1.02M Sell
12,028
-100
-0.8% -$8.64K 0.02% 296
2014
Q4 		$1.05M Buy
12,128
+19
+0.2% +$1.64K 0.02% 284
2014
Q3 		$1.05M Buy
12,109
+361
+3% +$31.1K 0.02% 298
2014
Q2 		$999K Buy
11,748
+800
+7% +$65.2K 0.02% 312
2014
Q1 		$837K Buy
10,948
+200
+2% +$14.7K 0.02% 313
2013
Q4 		$742K Sell
10,748
-1,262
-11% -$80.8K 0.01% 286
2013
Q3 		$718K Buy
12,010
+400
+3% +$24.6K 0.01% 291
2013
Q2 		$716K Buy
+11,610
New +$695K 0.02% 247

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

Geneva Advisors's DTV Position: Q3 2015 in Review

Geneva Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 12,126 shares — an estimated $1.13M sold.

Geneva Advisors first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $1.13M in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Geneva Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Geneva Advisors sold 12,126 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $1.13M.
  • Geneva Advisors first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Geneva Advisors's DIRECTV COM STK (DE) position peaked at $1.13M in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Geneva Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.