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

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return

Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return

Baxter Bros Inc Riverside, Connecticut $810M AUM 16.24% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return