LWM
DTV

Lenox Wealth Management’s DIRECTV COM STK (DE) DTV Stock Holding History

Lenox 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
-1,521
Closed -$142K – 151
2015
Q2 		$141K Sell
1,521
-21
-1% -$1.9K 0.1% 41
2015
Q1 		$131K Sell
1,542
-127
-8% -$11K 0.09% 50
2014
Q4 		$144K Buy
1,669
+27
+2% +$2.32K 0.09% 49
2014
Q3 		$142K Buy
1,642
+89
+6% +$7.66K 0.1% 49
2014
Q2 		$132K Buy
1,553
+1,343
+640% +$109K 0.09% 58
2014
Q1 		$16K Sell
210
-232
-52% -$17K 0.01% 132
2013
Q4 		$31K Buy
+442
New +$28.3K 0.02% 107

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

Lenox Wealth Management's DTV Position: Q3 2015 in Review

Lenox Wealth Management sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 1,521 shares — an estimated $142K sold.

Lenox Wealth Management first reported a position in DTV in Q4 2013 and held it in 7 quarters. The position peaked at $144K in Q4 2014. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Lenox Wealth Management reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Lenox Wealth Management sold 1,521 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $142K.
  • Lenox Wealth Management first reported a position in DIRECTV COM STK (DE) in Q4 2013 and held it in 7 quarters.
  • Lenox Wealth Management's DIRECTV COM STK (DE) position peaked at $144K in Q4 2014.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Lenox Wealth Management's 13F filing for Q3 2015, filed 4 Nov 2015.