RIA
DTV

Regal Investment Advisors’s DIRECTV COM STK (DE) DTV Stock Holding History

Regal Investment 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
-218
Closed -$20K – 1178
2015
Q2 		$20K Hold
218
– – 0.01% 565
2015
Q1 		$19K Hold
218
– – ﹤0.01% 577
2014
Q4 		$19K Hold
218
– – 0.01% 544
2014
Q3 		$19K Hold
218
– – 0.01% 569
2014
Q2 		$19K Buy
218
+100
+85% +$8.15K 0.01% 564
2014
Q1 		$9K Hold
118
– – ﹤0.01% 666
2013
Q4 		$8K Buy
118
+89
+307% +$5.7K ﹤0.01% 632
2013
Q3 		$2K Sell
29
-5
-15% -$308 ﹤0.01% 821
2013
Q2 		$2K Buy
+34
New +$2.04K ﹤0.01% 825

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 21.66% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return
BBI
Baxter Bros Inc Riverside, Connecticut $810M AUM 16.24% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 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 $9.98B AUM 4.97% 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

Regal Investment Advisors's DTV Position: Q3 2015 in Review

Regal Investment Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 218 shares — an estimated $20K sold.

Regal Investment Advisors first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $20K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Regal Investment Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 218 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $20K.
  • Regal Investment Advisors first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's DIRECTV COM STK (DE) position peaked at $20K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.