NDSI
DTV

Newman Dignan & Sheerar Inc’s DIRECTV COM STK (DE) DTV Stock Holding History

Newman Dignan & Sheerar Inc’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
-2,476
Closed -$230K – 156
2015
Q2 		$230K Buy
+2,476
New +$224K 0.17% 137
2015
Q1 		– Sell
-6,776
Closed -$587K – 159
2014
Q4 		$587K Sell
6,776
-875
-11% -$75.3K 0.35% 70
2014
Q3 		$662K Sell
7,651
-100
-1% -$8.6K 0.5% 65
2014
Q2 		$659K Sell
7,751
-550
-7% -$44.8K 0.38% 69
2014
Q1 		$634K Sell
8,301
-50
-0.6% -$3.67K 0.45% 70
2013
Q4 		$577K Sell
8,351
-84
-1% -$5.38K 0.4% 76
2013
Q3 		$504K Buy
8,435
+150
+2% +$9.23K 0.39% 80
2013
Q2 		$511K Buy
+8,285
New +$496K 0.04% 71

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 $3.79B AUM 19.33% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Newman Dignan & Sheerar Inc's DTV Position: Q3 2015 in Review

Newman Dignan & Sheerar Inc sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 2,476 shares — an estimated $230K sold.

Newman Dignan & Sheerar Inc first reported a position in DTV in Q2 2013 and held it in 8 quarters. The position peaked at $662K in Q3 2014. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Newman Dignan & Sheerar Inc reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 2,476 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $230K.
  • Newman Dignan & Sheerar Inc first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 8 quarters.
  • Newman Dignan & Sheerar Inc's DIRECTV COM STK (DE) position peaked at $662K in Q3 2014.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2015, filed 23 Oct 2015.