Executive Wealth Management’s Twin Disc TWIN Stock Holding History

Executive Wealth Management’s Portfolio TWIN Stock Details TWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-200	Closed	-$5K	–	740
2019 Q2	$5K	Buy	+200	New	+$3.12K	﹤0.01%	727

Other funds holding TWIN

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Executive Wealth Management's TWIN Position: Q3 2019 in Review

Executive Wealth Management sold out of Twin Disc (TWIN) in Q3 2019, closing a stake of 200 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in TWIN in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 59 funds tracked by Wall St. Rank hold TWIN as of Q3 2019.

Executive Wealth Management reported no remaining Twin Disc position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 200 Twin Disc shares in Q3 2019, an estimated $5K.
Executive Wealth Management first reported a position in Twin Disc in Q2 2019 and held it in 1 quarter.
Executive Wealth Management's Twin Disc position peaked at $5K in Q2 2019.
59 funds tracked by Wall St. Rank held Twin Disc as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.