JMPWA
DTV

JP Morgan Private Wealth Advisors’s DIRECTV COM STK (DE) DTV Stock Holding History

JP Morgan Private Wealth 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
-10,803
Closed -$1M – 1207
2015
Q2 		$1M Sell
10,803
-171
-2% -$15.5K 0.01% 504
2015
Q1 		$933K Sell
10,974
-17,416
-61% -$1.5M 0.01% 540
2014
Q4 		$2.46M Sell
28,390
-26,502
-48% -$2.28M 0.03% 346
2014
Q3 		$4.75M Buy
54,892
+3,404
+7% +$293K 0.06% 252
2014
Q2 		$4.38M Buy
51,488
+4,419
+9% +$360K 0.07% 212
2014
Q1 		$3.6M Buy
47,069
+27,265
+138% +$2M 0.07% 226
2013
Q4 		$1.37M Buy
19,804
+13,414
+210% +$858K 0.03% 302
2013
Q3 		$382K Buy
6,390
+1,321
+26% +$81.3K 0.01% 473
2013
Q2 		$312K Buy
+5,069
New +$304K 0.01% 491

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

JP Morgan Private Wealth Advisors's DTV Position: Q3 2015 in Review

JP Morgan Private Wealth Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 10,803 shares — an estimated $1M sold.

JP Morgan Private Wealth Advisors first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $4.75M in Q3 2014. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • JP Morgan Private Wealth Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,803 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $1M.
  • JP Morgan Private Wealth Advisors first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • JP Morgan Private Wealth Advisors's DIRECTV COM STK (DE) position peaked at $4.75M in Q3 2014.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2015, filed 5 Nov 2015.