TTWM
DTV

TCV Trust & Wealth Management’s DIRECTV COM STK (DE) DTV Stock Holding History

TCV Trust & Wealth Management’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
-25,914
Closed -$2.4M – 177
2015
Q2 		$2.4M Sell
25,914
-3,752
-13% -$339K 0.39% 68
2015
Q1 		$2.52M Sell
29,666
-382
-1% -$33K 0.41% 67
2014
Q4 		$2.6M Sell
30,048
-193
-0.6% -$16.6K 0.43% 68
2014
Q3 		$2.62M Buy
30,241
+183
+0.6% +$15.7K 0.44% 68
2014
Q2 		$2.56M Buy
30,058
+1,650
+6% +$134K 0.42% 73
2014
Q1 		$2.17M Buy
28,408
+1,327
+5% +$97.3K 0.37% 77
2013
Q4 		$1.87M Buy
27,081
+3,253
+14% +$208K 0.32% 81
2013
Q3 		$1.42M Buy
+23,828
New +$1.47M 0.28% 87

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

TCV Trust & Wealth Management's DTV Position: Q3 2015 in Review

TCV Trust & Wealth Management sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 25,914 shares — an estimated $2.4M sold.

TCV Trust & Wealth Management first reported a position in DTV in Q3 2013 and held it in 8 quarters. The position peaked at $2.62M in Q3 2014. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • TCV Trust & Wealth Management reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 25,914 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $2.4M.
  • TCV Trust & Wealth Management first reported a position in DIRECTV COM STK (DE) in Q3 2013 and held it in 8 quarters.
  • TCV Trust & Wealth Management's DIRECTV COM STK (DE) position peaked at $2.62M in Q3 2014.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on TCV Trust & Wealth Management's 13F filing for Q3 2015, filed 16 Oct 2015.