KS
DTV

Karpas Strategies’s DIRECTV COM STK (DE) DTV Stock Holding History

Karpas Strategies’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
-29,414
Closed -$2.73M – 122
2015
Q2 		$2.73M Sell
29,414
-200
-0.7% -$18.1K 1.36% 23
2015
Q1 		$2.52M Sell
29,614
-620
-2% -$53.6K 1.22% 26
2014
Q4 		$2.62M Hold
30,234
– – 1.26% 25
2014
Q3 		$2.62M Hold
30,234
– – 1.31% 27
2014
Q2 		$2.57M Hold
30,234
– – 1.29% 28
2014
Q1 		$2.31M Buy
30,234
+1,200
+4% +$88K 1.23% 29
2013
Q4 		$2M Hold
29,034
– – 1.11% 31
2013
Q3 		$1.74M Hold
29,034
– – 1.02% 32
2013
Q2 		$1.79M Buy
+29,034
New +$1.74M 1.1% 29

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

Karpas Strategies's DTV Position: Q3 2015 in Review

Karpas Strategies sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 29,414 shares — an estimated $2.73M sold.

Karpas Strategies first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $2.73M in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Karpas Strategies reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Karpas Strategies sold 29,414 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $2.73M.
  • Karpas Strategies first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Karpas Strategies's DIRECTV COM STK (DE) position peaked at $2.73M in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Karpas Strategies's 13F filing for Q3 2015, filed 3 Nov 2015.