WA
DTV

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

WFG 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
-89
Closed -$8K – 1806
2015
Q2 		$8K Buy
89
+35
+65% +$3.16K ﹤0.01% 1266
2015
Q1 		$5K Sell
54
-67
-55% -$5.79K ﹤0.01% 1400
2014
Q4 		$10K Hold
121
– – ﹤0.01% 1485
2014
Q3 		$10K Hold
121
– – ﹤0.01% 1513
2014
Q2 		$10K Sell
121
-460
-79% -$37.5K ﹤0.01% 1504
2014
Q1 		$44K Sell
581
-240
-29% -$17.6K 0.01% 964
2013
Q4 		$57K Hold
821
– – 0.01% 948
2013
Q3 		$49K Sell
821
-60
-7% -$3.69K 0.01% 943
2013
Q2 		$54K Buy
+881
New +$52.8K 0.01% 860

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

WFG Advisors's DTV Position: Q3 2015 in Review

WFG Advisors sold out of DIRECTV COM STK (DE) (DTV) in Q3 2015, closing a stake of 89 shares — an estimated $8K sold.

WFG Advisors first reported a position in DTV in Q2 2013 and held it in 9 quarters. The position peaked at $57K in Q4 2013. 10 funds tracked by Wall St. Rank hold DTV as of Q3 2015.

  • WFG Advisors reported no remaining DIRECTV COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 89 DIRECTV COM STK (DE) shares in Q3 2015, an estimated $8K.
  • WFG Advisors first reported a position in DIRECTV COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • WFG Advisors's DIRECTV COM STK (DE) position peaked at $57K in Q4 2013.
  • 10 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.