UCFA
DTV

United Capital Financial Advisors’s DIRECTV COM STK (DE) DTV Stock Holding History

United Capital Financial 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
-15,760
Closed -$1.46M – 1351
2015
Q2 		$1.46M Buy
15,760
+178
+1% +$16.1K 0.02% 654
2015
Q1 		$1.41M Buy
15,582
+2,080
+15% +$180K 0.02% 651
2014
Q4 		$1.17M Buy
13,502
+1,843
+16% +$159K 0.02% 608
2014
Q3 		$1.01M Buy
11,659
+370
+3% +$31.8K 0.02% 602
2014
Q2 		$960K Buy
11,289
+875
+8% +$71.3K 0.02% 571
2014
Q1 		$796K Buy
10,414
+5,114
+96% +$375K 0.02% 528
2013
Q4 		$366K Sell
5,300
-755
-12% -$48.3K 0.01% 486
2013
Q3 		$362K Buy
+6,055
New +$373K 0.01% 517

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
BIM
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 $1.53B 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

United Capital Financial Advisors's DTV Position: Q3 2015 in Review

United Capital Financial Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 15,760 shares — an estimated $1.46M sold.

United Capital Financial Advisors first reported a position in DTV in Q3 2013 and held it in 8 quarters. The position peaked at $1.46M in Q2 2015. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • United Capital Financial Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,760 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $1.46M.
  • United Capital Financial Advisors first reported a position in DIRECTV COM STK (DE) in Q3 2013 and held it in 8 quarters.
  • United Capital Financial Advisors's DIRECTV COM STK (DE) position peaked at $1.46M in Q2 2015.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.