PHAM
DTV

Palisades Hudson Asset Management’s DIRECTV COM STK (DE) DTV Stock Holding History

Palisades Hudson Asset 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
-3,287
Closed -$306K – 94
2015
Q2 		$306K Hold
3,287
– – 0.26% 57
2015
Q1 		$280K Hold
3,287
– – 0.22% 64
2014
Q4 		$285K Hold
3,287
– – 0.22% 65
2014
Q3 		$284K Hold
3,287
– – 0.23% 63
2014
Q2 		$279K Hold
3,287
– – 0.23% 55
2014
Q1 		$251K Sell
3,287
-184
-5% -$13.5K 0.22% 57
2013
Q4 		$240K Hold
3,471
– – 0.2% 58
2013
Q3 		$207K Hold
3,471
– – 0.19% 60
2013
Q2 		$214K Buy
+3,471
New +$208K 0.2% 57

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

Palisades Hudson Asset Management's DTV Position: Q3 2015 in Review

Palisades Hudson Asset Management sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 3,287 shares — an estimated $306K sold.

Palisades Hudson Asset Management first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $306K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Palisades Hudson Asset Management reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 3,287 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $306K.
  • Palisades Hudson Asset Management first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Palisades Hudson Asset Management's DIRECTV COM STK (DE) position peaked at $306K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2015, filed 6 Nov 2015.