TFO
DTV

Tarbox Family Office’s DIRECTV COM STK (DE) DTV Stock Holding History

Tarbox Family Office’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
-180
Closed -$17K – 630
2015
Q2 		$17K Sell
180
-9
-5% -$814 0.01% 174
2015
Q1 		$16K Hold
189
– – 0.01% 185
2014
Q4 		$16K Sell
189
-18
-9% -$1.55K 0.01% 186
2014
Q3 		$18K Buy
207
+19
+10% +$1.63K 0.02% 175
2014
Q2 		$15K Sell
188
-32
-15% -$2.61K 0.01% 188
2014
Q1 		$17K Sell
220
-517
-70% -$37.9K 0.02% 187
2013
Q4 		$51K Buy
+737
New +$47.2K 0.04% 132

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 $3.62B AUM 21.35% 1-Year Est. Return

Tarbox Family Office's DTV Position: Q3 2015 in Review

Tarbox Family Office sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 180 shares — an estimated $17K sold.

Tarbox Family Office first reported a position in DTV in Q4 2013 and held it in 7 quarters. The position peaked at $51K in Q4 2013. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • Tarbox Family Office reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Tarbox Family Office sold 180 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $17K.
  • Tarbox Family Office first reported a position in DIRECTV COM STK (DE) in Q4 2013 and held it in 7 quarters.
  • Tarbox Family Office's DIRECTV COM STK (DE) position peaked at $51K in Q4 2013.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on Tarbox Family Office's 13F filing for Q3 2015, filed 30 Oct 2015.