GWM
DTV

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

Gupta 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
-1,736
Closed -$161K – 1411
2015
Q2 		$161K Buy
1,736
+1,441
+488% +$130K 0.04% 284
2015
Q1 		$25K Buy
+295
New +$25.5K 0.01% 550

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 21.67% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
BBI
Baxter Bros Inc Riverside, Connecticut $864M AUM 15.83% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

Gupta Wealth Management sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 1,736 shares — an estimated $161K sold.

Gupta Wealth Management first reported a position in DTV in Q1 2015 and held it in 2 quarters. The position peaked at $161K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Gupta Wealth Management reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,736 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $161K.
  • Gupta Wealth Management first reported a position in DIRECTV COM STK (DE) in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's DIRECTV COM STK (DE) position peaked at $161K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.