ACS
TWX

Archford Capital Strategies’s Time Warner Inc TWX Stock Holding History

Archford Capital Strategies’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
2017
Q2 		– Sell
-1,587
Closed -$155K – 706
2017
Q1 		$155K Buy
1,587
+481
+43% +$46.6K 0.06% 208
2016
Q4 		$106K Buy
+1,106
New +$98.5K 0.04% 205
2016
Q1 		– Sell
-98
Closed -$9K – 694
2015
Q4 		$9K Buy
+98
New +$6.85K ﹤0.01% 462

Other funds holding TWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Archford Capital Strategies's TWX Position: Q2 2017 in Review

Archford Capital Strategies sold out of Time Warner Inc (TWX) in Q2 2017, closing a stake of 1,587 shares — an estimated $155K sold.

Archford Capital Strategies first reported a position in TWX in Q4 2015 and held it in 3 quarters. The position peaked at $155K in Q1 2017. 1,071 funds tracked by Wall St. Rank hold TWX as of Q2 2017.

  • Archford Capital Strategies reported no remaining Time Warner Inc position as of Q2 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 1,587 Time Warner Inc shares in Q2 2017, an estimated $155K.
  • Archford Capital Strategies first reported a position in Time Warner Inc in Q4 2015 and held it in 3 quarters.
  • Archford Capital Strategies's Time Warner Inc position peaked at $155K in Q1 2017.
  • 1,071 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.