Advisory Research’s Time Warner Inc TWX Stock Holding History

Advisory Research’s Portfolio TWX Stock Details TWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-1,070	Closed	-$67K	–	743
2014 Q1	$67K	Buy	+1,070	New	+$67.2K	﹤0.01%	679

Other funds holding TWX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisory Research's TWX Position: Q2 2014 in Review

Advisory Research sold out of Time Warner Inc (TWX) in Q2 2014, closing a stake of 1,070 shares — an estimated $67K sold.

Advisory Research first reported a position in TWX in Q1 2014 and held it in 1 quarter. The position peaked at $67K in Q1 2014. 812 funds tracked by Wall St. Rank hold TWX as of Q2 2014.

Advisory Research reported no remaining Time Warner Inc position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,070 Time Warner Inc shares in Q2 2014, an estimated $67K.
Advisory Research first reported a position in Time Warner Inc in Q1 2014 and held it in 1 quarter.
Advisory Research's Time Warner Inc position peaked at $67K in Q1 2014.
812 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.