AWS
TWX

Aris Wealth Services’s Time Warner Inc TWX Stock Holding History

Aris Wealth Services’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
2015
Q3 		$21K Sell
300
-32
-10% -$2.51K 0.04% 163
2015
Q2 		$29K Hold
332
– – 0.03% 282
2015
Q1 		$28K Buy
+332
New +$27.6K 0.03% 282
2014
Q3 		– Sell
-4,017
Closed -$282K – 106
2014
Q2 		$282K Buy
+4,017
New +$264K 0.37% 86

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 $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aris Wealth Services's TWX Position: Q3 2015 in Review

Aris Wealth Services reduced its Time Warner Inc (TWX) stake by 9.6% in Q3 2015, selling an estimated $2.51K and leaving 300 shares worth $21K. The position accounts for 0.04% of the portfolio, ranked #163.

Aris Wealth Services first reported a position in TWX in Q2 2014 and has held it in 4 quarters since. The position peaked at $282K in Q2 2014. 921 funds tracked by Wall St. Rank hold TWX as of Q3 2015.

  • Aris Wealth Services held 300 shares of Time Warner Inc worth $21K as of Q3 2015.
  • Aris Wealth Services sold 32 Time Warner Inc shares in Q3 2015, an estimated $2.51K.
  • Time Warner Inc made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #163 holding.
  • Aris Wealth Services first reported a position in Time Warner Inc in Q2 2014 and has held it in 4 quarters since.
  • Aris Wealth Services's Time Warner Inc position peaked at $282K in Q2 2014.
  • 921 funds tracked by Wall St. Rank held Time Warner Inc as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.