LNWWM
DTV

Laird Norton Wetherby Wealth Management’s DIRECTV COM STK (DE) DTV Stock Holding History

Laird Norton Wetherby Wealth Management’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
-12,152
Closed -$1.13M – 517
2015
Q2 		$1.13M Buy
12,152
+92
+0.8% +$8.32K 0.27% 76
2015
Q1 		$1.03M Sell
12,060
-183
-1% -$15.8K 0.25% 84
2014
Q4 		$1.06M Buy
12,243
+1,503
+14% +$129K 0.27% 74
2014
Q3 		$929K Buy
10,740
+29
+0.3% +$2.49K 0.26% 85
2014
Q2 		$910K Sell
10,711
-463
-4% -$37.7K 0.26% 88
2014
Q1 		$854K Sell
11,174
-103
-0.9% -$7.55K 0.24% 93
2013
Q4 		$779K Buy
11,277
+270
+2% +$17.3K 0.22% 108
2013
Q3 		$658K Buy
11,007
+495
+5% +$30.5K 0.21% 119
2013
Q2 		$648K Buy
+10,512
New +$630K 0.23% 101

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

Laird Norton Wetherby Wealth Management's DTV Position: Q3 2015 in Review

Laird Norton Wetherby Wealth Management sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 12,152 shares — an estimated $1.13M sold.

Laird Norton Wetherby Wealth Management first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $1.13M in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Laird Norton Wetherby Wealth Management reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 12,152 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $1.13M.
  • Laird Norton Wetherby Wealth Management first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Laird Norton Wetherby Wealth Management's DIRECTV COM STK (DE) position peaked at $1.13M in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.