EWM
TWX

Elite Wealth Management’s Time Warner Inc TWX Stock Holding History

Elite Wealth Management’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
2014
Q4 		– Sell
-566
Closed -$43K – 551
2014
Q3 		$43K Hold
566
– – 0.04% 127
2014
Q2 		$40K Sell
566
-24
-4% -$1.58K 0.04% 122
2014
Q1 		$37K Hold
590
– – 0.03% 142
2013
Q4 		$39K Buy
+590
New +$38.1K 0.03% 189

Other funds holding TWX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elite Wealth Management's TWX Position: Q4 2014 in Review

Elite Wealth Management sold out of Time Warner Inc (TWX) in Q4 2014, closing a stake of 566 shares — an estimated $43K sold.

Elite Wealth Management first reported a position in TWX in Q4 2013 and held it in 4 quarters. The position peaked at $43K in Q3 2014. 938 funds tracked by Wall St. Rank hold TWX as of Q4 2014.

  • Elite Wealth Management reported no remaining Time Warner Inc position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 566 Time Warner Inc shares in Q4 2014, an estimated $43K.
  • Elite Wealth Management first reported a position in Time Warner Inc in Q4 2013 and held it in 4 quarters.
  • Elite Wealth Management's Time Warner Inc position peaked at $43K in Q3 2014.
  • 938 funds tracked by Wall St. Rank held Time Warner Inc as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.