ALA
TWX

Atherton Lane Advisers’s Time Warner Inc TWX Stock Holding History

Atherton Lane Advisers’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
Q4 		– Sell
-11,258
Closed -$774K – 241
2015
Q3 		$774K Hold
11,258
– – 0.05% 119
2015
Q2 		$984K Hold
11,258
– – 0.05% 107
2015
Q1 		$951K Sell
11,258
-296
-3% -$24.6K 0.05% 122
2014
Q4 		$987K Buy
+11,554
New +$921K 0.05% 119

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

Atherton Lane Advisers's TWX Position: Q4 2015 in Review

Atherton Lane Advisers sold out of Time Warner Inc (TWX) in Q4 2015, closing a stake of 11,258 shares — an estimated $774K sold.

Atherton Lane Advisers first reported a position in TWX in Q4 2014 and held it in 4 quarters. The position peaked at $987K in Q4 2014. 937 funds tracked by Wall St. Rank hold TWX as of Q4 2015.

  • Atherton Lane Advisers reported no remaining Time Warner Inc position as of Q4 2015 after selling out during the quarter.
  • Atherton Lane Advisers sold 11,258 Time Warner Inc shares in Q4 2015, an estimated $774K.
  • Atherton Lane Advisers first reported a position in Time Warner Inc in Q4 2014 and held it in 4 quarters.
  • Atherton Lane Advisers's Time Warner Inc position peaked at $987K in Q4 2014.
  • 937 funds tracked by Wall St. Rank held Time Warner Inc as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.