JIC
DTV

Joel Isaacson & Co’s DIRECTV COM STK (DE) DTV Stock Holding History

Joel Isaacson & Co’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
-331
Closed -$31K – 808
2015
Q2 		$31K Hold
331
– – 0.01% 433
2015
Q1 		$28K Hold
331
– – 0.01% 436
2014
Q4 		$29K Hold
331
– – 0.01% 387
2014
Q3 		$29K Hold
331
– – 0.01% 372
2014
Q2 		$28K Hold
331
– – 0.01% 366
2014
Q1 		$25K Hold
331
– – 0.01% 382
2013
Q4 		$23K Hold
331
– – 0.01% 364
2013
Q3 		$20K Buy
+331
New +$20.4K 0.01% 365

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

Joel Isaacson & Co's DTV Position: Q3 2015 in Review

Joel Isaacson & Co sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 331 shares — an estimated $31K sold.

Joel Isaacson & Co first reported a position in DTV in Q3 2013 and held it in 8 quarters. The position peaked at $31K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Joel Isaacson & Co reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 331 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $31K.
  • Joel Isaacson & Co first reported a position in DIRECTV COM STK (DE) in Q3 2013 and held it in 8 quarters.
  • Joel Isaacson & Co's DIRECTV COM STK (DE) position peaked at $31K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Joel Isaacson & Co's 13F filing for Q3 2015, filed 21 Oct 2015.