Fusion Family Wealth’s Time Warner Inc TWX Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-111	Closed	-$10K	–	428
2016 Q4	$10K	Buy	+111	New	+$9.88K	0.01%	254

Other funds holding TWX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fusion Family Wealth's TWX Position: Q1 2017 in Review

Fusion Family Wealth sold out of Time Warner Inc (TWX) in Q1 2017, closing a stake of 111 shares — an estimated $10K sold.

Fusion Family Wealth first reported a position in TWX in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 1,079 funds tracked by Wall St. Rank hold TWX as of Q1 2017.

Fusion Family Wealth reported no remaining Time Warner Inc position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 111 Time Warner Inc shares in Q1 2017, an estimated $10K.
Fusion Family Wealth first reported a position in Time Warner Inc in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's Time Warner Inc position peaked at $10K in Q4 2016.
1,079 funds tracked by Wall St. Rank held Time Warner Inc as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.