Rockefeller Financial Services
DTV

Rockefeller Financial Services’s DIRECTV COM STK (DE) DTV Stock Holding History

Rockefeller Financial Services’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
2014
Q2 		– Sell
-2,000
Closed -$153K – 658
2014
Q1 		$153K Buy
+2,000
New +$147K ﹤0.01% 366

Other funds holding DTV

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Magellan Asset Management
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Rockefeller Financial Services's DTV Position: Q2 2014 in Review

Rockefeller Financial Services sold out of DIRECTV COM STK (DE) (DTV) in Q2 2014, closing a stake of 2,000 shares — an estimated $153K sold.

Rockefeller Financial Services first reported a position in DTV in Q1 2014 and held it in 1 quarter. The position peaked at $153K in Q1 2014. 819 funds tracked by Wall St. Rank hold DTV as of Q2 2014.

  • Rockefeller Financial Services reported no remaining DIRECTV COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 2,000 DIRECTV COM STK (DE) shares in Q2 2014, an estimated $153K.
  • Rockefeller Financial Services first reported a position in DIRECTV COM STK (DE) in Q1 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's DIRECTV COM STK (DE) position peaked at $153K in Q1 2014.
  • 819 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q2 2014.

Based on Rockefeller Financial Services's 13F filing for Q2 2014, filed 25 Jul 2014.