EWM
TWX

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

Evercore 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
2018
Q1 		– Sell
-2,101
Closed -$192K – 899
2017
Q4 		$192K Sell
2,101
-1,233
-37% -$116K 0.01% 369
2017
Q3 		$342K Hold
3,334
– – 0.01% 297
2017
Q2 		$335K Sell
3,334
-22
-0.7% -$2.18K 0.01% 310
2017
Q1 		$328K Sell
3,356
-214
-6% -$20.7K 0.01% 309
2016
Q4 		$345K Sell
3,570
-417
-10% -$37.1K 0.01% 290
2016
Q3 		$317K Sell
3,987
-160
-4% -$12.5K 0.01% 303
2016
Q2 		$305K Buy
4,147
+73
+2% +$5.4K 0.01% 298
2016
Q1 		$296K Buy
4,074
+74
+2% +$5.09K 0.01% 304
2015
Q4 		$259K Buy
4,000
+243
+6% +$17K 0.01% 331
2015
Q3 		$257K Buy
3,757
+173
+5% +$13.6K 0.01% 350
2015
Q2 		$314K Buy
3,584
+35
+1% +$2.99K 0.01% 344
2015
Q1 		$299K Hold
3,549
– – 0.01% 353
2014
Q4 		$303K Sell
3,549
-32
-0.9% -$2.55K 0.02% 309
2014
Q3 		$268K Sell
3,581
-30
-0.8% -$2.32K 0.01% 350
2014
Q2 		$254K Sell
3,611
-57
-2% -$3.75K 0.01% 360
2014
Q1 		$230K Buy
3,668
+173
+5% +$10.9K 0.01% 352
2013
Q4 		$233K Sell
3,495
-211
-6% -$13.6K 0.01% 350
2013
Q3 		$233K Buy
3,706
+546
+17% +$32.7K 0.01% 384
2013
Q2 		$176K Buy
+3,160
New +$179K 0.01% 413

Other funds holding TWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evercore Wealth Management's TWX Position: Q1 2018 in Review

Evercore Wealth Management sold out of Time Warner Inc (TWX) in Q1 2018, closing a stake of 2,101 shares — an estimated $192K sold.

Evercore Wealth Management first reported a position in TWX in Q2 2013 and held it in 19 quarters. The position peaked at $345K in Q4 2016. 1,137 funds tracked by Wall St. Rank hold TWX as of Q1 2018.

  • Evercore Wealth Management reported no remaining Time Warner Inc position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 2,101 Time Warner Inc shares in Q1 2018, an estimated $192K.
  • Evercore Wealth Management first reported a position in Time Warner Inc in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Time Warner Inc position peaked at $345K in Q4 2016.
  • 1,137 funds tracked by Wall St. Rank held Time Warner Inc as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.