PMFA
DTV

Plante Moran Financial Advisors’s DIRECTV COM STK (DE) DTV Stock Holding History

Plante Moran Financial 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
Q3 		– Sell
-738
Closed -$68K – 793
2015
Q2 		$68K Buy
738
+55
+8% +$4.97K 0.05% 251
2015
Q1 		$58K Sell
683
-40
-6% -$3.46K 0.04% 262
2014
Q4 		$63K Hold
723
– – 0.05% 244
2014
Q3 		$63K Hold
723
– – 0.06% 223
2014
Q2 		$61K Buy
723
+213
+42% +$17.4K 0.05% 202
2014
Q1 		$39K Hold
510
– – 0.04% 189
2013
Q4 		$35K Sell
510
-182
-26% -$11.6K 0.02% 285
2013
Q3 		$41K Sell
692
-186
-21% -$11.5K 0.03% 211
2013
Q2 		$54K Buy
+878
New +$52.6K 0.04% 162

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

Plante Moran Financial Advisors's DTV Position: Q3 2015 in Review

Plante Moran Financial Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 738 shares — an estimated $68K sold.

Plante Moran Financial Advisors first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $68K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Plante Moran Financial Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 738 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $68K.
  • Plante Moran Financial Advisors first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Plante Moran Financial Advisors's DIRECTV COM STK (DE) position peaked at $68K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.