Heritage Wealth Advisors’s NTT DOCOMO, Inc. DCM Stock Holding History

Heritage Wealth Advisors’s Portfolio DCM Stock Details DCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-99	Closed	-$2.77K	–	620
2019 Q4	$2.77K	Buy	+99	New	+$2.77K	﹤0.01%	507
2019 Q3	–	Sell	-633	Closed	-$14.8K	–	483
2019 Q2	$14.8K	Hold	633	–	–	﹤0.01%	363
2019 Q1	$14K	Buy	+633	New	+$14K	﹤0.01%	336

Other funds holding DCM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

KLC

Knowledge Leaders Capital Denver, Colorado $42.2M AUM 24.52% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

FRA

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Heritage Wealth Advisors's DCM Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of NTT DOCOMO, Inc. (DCM) in Q1 2020, closing a stake of 99 shares — an estimated $2.77K sold.

Heritage Wealth Advisors first reported a position in DCM in Q1 2019 and held it in 3 quarters. The position peaked at $14.8K in Q2 2019. 15 funds tracked by Wall St. Rank hold DCM as of Q1 2020.

Heritage Wealth Advisors reported no remaining NTT DOCOMO, Inc. position as of Q1 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 99 NTT DOCOMO, Inc. shares in Q1 2020, an estimated $2.77K.
Heritage Wealth Advisors first reported a position in NTT DOCOMO, Inc. in Q1 2019 and held it in 3 quarters.
Heritage Wealth Advisors's NTT DOCOMO, Inc. position peaked at $14.8K in Q2 2019.
15 funds tracked by Wall St. Rank held NTT DOCOMO, Inc. as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.