LPT
DTV

Legacy Private Trust’s DIRECTV COM STK (DE) DTV Stock Holding History

Legacy Private Trust’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
-11,807
Closed -$1.1M – 256
2015
Q2 		$1.1M Sell
11,807
-90
-0.8% -$8.14K 0.17% 133
2015
Q1 		$1.01M Sell
11,897
-648
-5% -$56K 0.15% 139
2014
Q4 		$1.09M Sell
12,545
-90
-0.7% -$7.74K 0.16% 140
2014
Q3 		$1.09M Buy
12,635
+5,230
+71% +$450K 0.17% 141
2014
Q2 		$629K Sell
7,405
-120
-2% -$9.78K 0.1% 169
2014
Q1 		$575K Sell
7,525
-70
-0.9% -$5.13K 0.1% 140
2013
Q4 		$525K Buy
7,595
+200
+3% +$12.8K 0.1% 134
2013
Q3 		$442K Hold
7,395
– – 0.09% 129
2013
Q2 		$456K Buy
+7,395
New +$443K 0.11% 124

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 $1.53B 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 $10.3B AUM 3.26% 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 $4.13B AUM 32.58% 1-Year Est. Return

Legacy Private Trust's DTV Position: Q3 2015 in Review

Legacy Private Trust sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 11,807 shares — an estimated $1.1M sold.

Legacy Private Trust first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $1.1M in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Legacy Private Trust reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Legacy Private Trust sold 11,807 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $1.1M.
  • Legacy Private Trust first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Legacy Private Trust's DIRECTV COM STK (DE) position peaked at $1.1M in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Legacy Private Trust's 13F filing for Q3 2015, filed 9 Oct 2015.