CWA
TWX

Cypress Wealth Advisors’s Time Warner Inc TWX Stock Holding History

Cypress 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
2017
Q2 		– Sell
-4,575
Closed -$447K – 201
2017
Q1 		$447K Sell
4,575
-39
-0.8% -$3.77K 0.2% 104
2016
Q4 		$445K Buy
4,614
+91
+2% +$8.1K 0.2% 103
2016
Q3 		$360K Buy
4,523
+381
+9% +$29.8K 0.16% 124
2016
Q2 		$305K Buy
4,142
+25
+0.6% +$1.85K 0.15% 132
2016
Q1 		$299K Sell
4,117
-16
-0.4% -$1.1K 0.14% 132
2015
Q4 		$267K Buy
4,133
+62
+2% +$4.33K 0.14% 138
2015
Q3 		$280K Buy
4,071
+1,633
+67% +$128K 0.15% 136
2015
Q2 		$213K Buy
+2,438
New +$208K 0.12% 139

Other funds holding TWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Cypress Wealth Advisors's TWX Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Time Warner Inc (TWX) in Q2 2017, closing a stake of 4,575 shares — an estimated $447K sold.

Cypress Wealth Advisors first reported a position in TWX in Q2 2015 and held it in 8 quarters. The position peaked at $447K in Q1 2017. 1,071 funds tracked by Wall St. Rank hold TWX as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Time Warner Inc position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 4,575 Time Warner Inc shares in Q2 2017, an estimated $447K.
  • Cypress Wealth Advisors first reported a position in Time Warner Inc in Q2 2015 and held it in 8 quarters.
  • Cypress Wealth Advisors's Time Warner Inc position peaked at $447K in Q1 2017.
  • 1,071 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.