MJRIC
DTV

Mogy Joel R Investment Counsel’s DIRECTV COM STK (DE) DTV Stock Holding History

Mogy Joel R Investment Counsel’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
-5,300
Closed -$492K – 143
2015
Q2 		$492K Sell
5,300
-80,790
-94% -$7.3M 0.09% 104
2015
Q1 		$7.33M Sell
86,090
-2,250
-3% -$194K 1.37% 27
2014
Q4 		$7.66M Sell
88,340
-600
-0.7% -$51.6K 1.45% 23
2014
Q3 		$7.7M Sell
88,940
-550
-0.6% -$47.3K 1.55% 19
2014
Q2 		$7.61M Buy
89,490
+3,275
+4% +$267K 1.52% 20
2014
Q1 		$6.59M Buy
86,215
+5,000
+6% +$367K 1.37% 23
2013
Q4 		$5.61M Buy
81,215
+5,100
+7% +$326K 1.19% 27
2013
Q3 		$4.55M Buy
76,115
+9,025
+13% +$556K 1.04% 35
2013
Q2 		$4.13M Buy
+67,090
New +$4.02M 1% 34

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

Mogy Joel R Investment Counsel's DTV Position: Q3 2015 in Review

Mogy Joel R Investment Counsel sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 5,300 shares — an estimated $492K sold.

Mogy Joel R Investment Counsel first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $7.7M in Q3 2014. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Mogy Joel R Investment Counsel reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 5,300 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $492K.
  • Mogy Joel R Investment Counsel first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Mogy Joel R Investment Counsel's DIRECTV COM STK (DE) position peaked at $7.7M in Q3 2014.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2015, filed 12 Nov 2015.