AFWA
TWX

Ancora Family Wealth Advisors’s Time Warner Inc TWX Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q3 		$2.16M Buy
27,076
+4,153
+18% +$324K 0.73% 40
2016
Q2 		$1.69M Buy
22,923
+5,278
+30% +$390K 0.64% 48
2016
Q1 		$1.28M Buy
17,645
+884
+5% +$60.9K 0.52% 62
2015
Q4 		$1.08M Buy
16,761
+7,998
+91% +$559K 0.46% 67
2015
Q3 		$602K Buy
+8,763
New +$688K 0.25% 112

Other funds holding TWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ancora Family Wealth Advisors's TWX Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Time Warner Inc (TWX) stake by 18% in Q3 2016, buying an estimated $324K and bringing the position to 27,076 shares worth $2.16M. The position accounts for 0.73% of the portfolio, ranked #40.

Ancora Family Wealth Advisors first reported a position in TWX in Q3 2015 and has held it in 5 quarters since. 966 funds tracked by Wall St. Rank hold TWX as of Q3 2016.

  • Ancora Family Wealth Advisors held 27,076 shares of Time Warner Inc worth $2.16M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 4,153 Time Warner Inc shares in Q3 2016, an estimated $324K.
  • Time Warner Inc made up 0.73% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #40 holding.
  • Ancora Family Wealth Advisors first reported a position in Time Warner Inc in Q3 2015 and has held it in 5 quarters since.
  • 966 funds tracked by Wall St. Rank held Time Warner Inc as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.