LWCFA
DTV

Loring Wolcott & Coolidge Fiduciary Advisors’s DIRECTV COM STK (DE) DTV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q4 		– Sell
-373
Closed -$35K – 702
2015
Q3 		$35K Hold
373
– – ﹤0.01% 453
2015
Q2 		$35K Sell
373
-985
-73% -$89.1K ﹤0.01% 453
2015
Q1 		$116K Hold
1,358
– – ﹤0.01% 351
2014
Q4 		$118K Hold
1,358
– – ﹤0.01% 339
2014
Q3 		$117K Buy
1,358
+101
+8% +$8.69K ﹤0.01% 324
2014
Q2 		$107K Sell
1,257
-3,625
-74% -$295K ﹤0.01% 352
2014
Q1 		$373K Buy
4,882
+145
+3% +$10.6K 0.01% 214
2013
Q4 		$327K Buy
4,737
+1,800
+61% +$115K 0.01% 221
2013
Q3 		$176K Sell
2,937
-675
-19% -$41.6K 0.01% 254
2013
Q2 		$223K Buy
+3,612
New +$216K 0.01% 242

Other funds holding DTV

BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.67% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DTV Position: Q4 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q4 2015, closing a stake of 373 shares — an estimated $35K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DTV in Q2 2013 and held it in 10 quarters. The position peaked at $373K in Q1 2014. 3 funds tracked by Wall St. Rank hold DTV as of Q4 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining DIRECTV COM STK (DE) position as of Q4 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 373 DIRECTV COM STK (DE) shares in Q4 2015, an estimated $35K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 10 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's DIRECTV COM STK (DE) position peaked at $373K in Q1 2014.
  • 3 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q4 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2015, filed 27 Jan 2016.