IWMPD
DTV

Integrated Wealth Management (Palm Desert)’s DIRECTV COM STK (DE) DTV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-155
Closed -$14K – 1460
2015
Q2 		$14K Sell
155
-47
-23% -$4.25K 0.01% 720
2015
Q1 		$17K Buy
+202
New +$17.4K 0.01% 623

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

Integrated Wealth Management (Palm Desert)'s DTV Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 155 shares — an estimated $14K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DTV in Q1 2015 and held it in 2 quarters. The position peaked at $17K in Q1 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 155 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $14K.
  • Integrated Wealth Management (Palm Desert) first reported a position in DIRECTV COM STK (DE) in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s DIRECTV COM STK (DE) position peaked at $17K in Q1 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.