WKWM
DTV

Walter & Keenan Wealth Management’s DIRECTV COM STK (DE) DTV Stock Holding History

Walter & Keenan 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
2014
Q3 		– Sell
-20,762
Closed -$1.76M – 158
2014
Q2 		$1.76M Hold
20,762
– – 0.92% 37
2014
Q1 		$1.59M Buy
+20,762
New +$1.52M 0.87% 41

Other funds holding DTV

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Walter & Keenan Wealth Management's DTV Position: Q3 2014 in Review

Walter & Keenan Wealth Management sold out of DIRECTV COM STK (DE) (DTV) in Q3 2014, closing a stake of 20,762 shares — an estimated $1.76M sold.

Walter & Keenan Wealth Management first reported a position in DTV in Q1 2014 and held it in 2 quarters. The position peaked at $1.76M in Q2 2014. 791 funds tracked by Wall St. Rank hold DTV as of Q3 2014.

  • Walter & Keenan Wealth Management reported no remaining DIRECTV COM STK (DE) position as of Q3 2014 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 20,762 DIRECTV COM STK (DE) shares in Q3 2014, an estimated $1.76M.
  • Walter & Keenan Wealth Management first reported a position in DIRECTV COM STK (DE) in Q1 2014 and held it in 2 quarters.
  • Walter & Keenan Wealth Management's DIRECTV COM STK (DE) position peaked at $1.76M in Q2 2014.
  • 791 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2014.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2014, filed 5 Nov 2014.