CFA
TWLO icon

Capstone Financial Advisors’s Twilio TWLO Stock Holding History

Capstone Financial Advisors’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,000
Closed -$257K – 80
2016
Q3 		$257K Buy
+4,000
New +$200K 0.14% 50

Other funds holding TWLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FFIM
Founders Fund II Management San Francisco, California $1.32M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
USG2
Union Square GP 2008 New York $172M AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Capstone Financial Advisors's TWLO Position: Q4 2016 in Review

Capstone Financial Advisors sold out of Twilio (TWLO) in Q4 2016, closing a stake of 4,000 shares — an estimated $257K sold.

Capstone Financial Advisors first reported a position in TWLO in Q3 2016 and held it in 1 quarter. The position peaked at $257K in Q3 2016. 153 funds tracked by Wall St. Rank hold TWLO as of Q4 2016.

  • Capstone Financial Advisors reported no remaining Twilio position as of Q4 2016 after selling out during the quarter.
  • Capstone Financial Advisors sold 4,000 Twilio shares in Q4 2016, an estimated $257K.
  • Capstone Financial Advisors first reported a position in Twilio in Q3 2016 and held it in 1 quarter.
  • Capstone Financial Advisors's Twilio position peaked at $257K in Q3 2016.
  • 153 funds tracked by Wall St. Rank held Twilio as of Q4 2016.

Based on Capstone Financial Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.