KFA
DTV

Kays Financial Advisory’s DIRECTV COM STK (DE) DTV Stock Holding History

Kays Financial Advisory’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
-4,138
Closed -$384K – 65
2015
Q2 		$384K Buy
4,138
+333
+9% +$30.1K 0.22% 45
2015
Q1 		$324K Buy
3,805
+1,145
+43% +$98.9K 0.19% 49
2014
Q4 		$231K Buy
+2,660
New +$229K 0.16% 55
2014
Q3 		– Sell
-3,704
Closed -$315K – 45
2014
Q2 		$315K Buy
3,704
+975
+36% +$79.4K 0.23% 26
2014
Q1 		$209K Buy
+2,729
New +$200K 0.15% 33

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
BIM
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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Kays Financial Advisory's DTV Position: Q3 2015 in Review

Kays Financial Advisory sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 4,138 shares — an estimated $384K sold.

Kays Financial Advisory first reported a position in DTV in Q1 2014 and held it in 5 quarters. The position peaked at $384K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Kays Financial Advisory reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Kays Financial Advisory sold 4,138 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $384K.
  • Kays Financial Advisory first reported a position in DIRECTV COM STK (DE) in Q1 2014 and held it in 5 quarters.
  • Kays Financial Advisory's DIRECTV COM STK (DE) position peaked at $384K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Kays Financial Advisory's 13F filing for Q3 2015, filed 1 Nov 2018.