Security National Trust’s DIRECTV COM STK (DE) DTV Stock Holding History

Security National Trust’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	-1,310	Closed	-$122K	–	492
2015 Q2	$122K	Hold	1,310	–	–	0.04%	212
2015 Q1	$111K	Hold	1,310	–	–	0.04%	220
2014 Q4	$114K	Hold	1,310	–	–	0.04%	209
2014 Q3	$113K	Hold	1,310	–	–	0.05%	205
2014 Q2	$111K	Sell	1,310 -100	-7%	-$8.15K	0.04%	209
2014 Q1	$108K	Hold	1,410	–	–	0.04%	213
2013 Q4	$97K	Hold	1,410	–	–	0.04%	217
2013 Q3	$84K	Sell	1,410 -52	-4%	-$3.2K	0.04%	220
2013 Q2	$90K	Buy	+1,462	New	+$87.6K	0.04%	216

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

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 $1.52B AUM 21.45% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Security National Trust's DTV Position: Q3 2015 in Review

Security National Trust sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 1,310 shares — an estimated $122K sold.

Security National Trust first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $122K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

Security National Trust reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
Security National Trust sold 1,310 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $122K.
Security National Trust first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
Security National Trust's DIRECTV COM STK (DE) position peaked at $122K in Q2 2015.
10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Security National Trust's 13F filing for Q3 2015, filed 21 Oct 2015.