TWA
DTV

TCI Wealth Advisors’s DIRECTV COM STK (DE) DTV Stock Holding History

TCI Wealth 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
-4,265
Closed -$396K – 1065
2015
Q2 		$396K Buy
4,265
+500
+13% +$45.2K 0.23% 81
2015
Q1 		$320K Hold
3,765
– – 0.2% 85
2014
Q4 		$326K Buy
3,765
+2,000
+113% +$172K 0.2% 88
2014
Q3 		$153K Buy
1,765
+1,500
+566% +$129K 0.1% 138
2014
Q2 		$23K Hold
265
– – 0.01% 333
2014
Q1 		$20K Buy
+265
New +$19.4K 0.01% 332

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 $10.3B AUM 3.26% 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

TCI Wealth Advisors's DTV Position: Q3 2015 in Review

TCI Wealth Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 4,265 shares — an estimated $396K sold.

TCI Wealth Advisors first reported a position in DTV in Q1 2014 and held it in 6 quarters. The position peaked at $396K in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • TCI Wealth Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • TCI Wealth Advisors sold 4,265 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $396K.
  • TCI Wealth Advisors first reported a position in DIRECTV COM STK (DE) in Q1 2014 and held it in 6 quarters.
  • TCI Wealth Advisors's DIRECTV COM STK (DE) position peaked at $396K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on TCI Wealth Advisors's 13F filing for Q3 2015, filed 2 Nov 2015.