DLCIG
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D.L. Carlson Investment Group’s Twilio TWLO Stock Holding History

D.L. Carlson Investment Group’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
2017
Q1 		– Sell
-28,695
Closed -$828K – 139
2016
Q4 		$828K Sell
28,695
-18,292
-39% -$685K 0.28% 100
2016
Q3 		$3.02M Buy
+46,987
New +$2.35M 1.05% 41

Other funds holding TWLO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

D.L. Carlson Investment Group's TWLO Position: Q1 2017 in Review

D.L. Carlson Investment Group sold out of Twilio (TWLO) in Q1 2017, closing a stake of 28,695 shares — an estimated $828K sold.

D.L. Carlson Investment Group first reported a position in TWLO in Q3 2016 and held it in 2 quarters. The position peaked at $3.02M in Q3 2016. 162 funds tracked by Wall St. Rank hold TWLO as of Q1 2017.

  • D.L. Carlson Investment Group reported no remaining Twilio position as of Q1 2017 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 28,695 Twilio shares in Q1 2017, an estimated $828K.
  • D.L. Carlson Investment Group first reported a position in Twilio in Q3 2016 and held it in 2 quarters.
  • D.L. Carlson Investment Group's Twilio position peaked at $3.02M in Q3 2016.
  • 162 funds tracked by Wall St. Rank held Twilio as of Q1 2017.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2017, filed 15 May 2017.