GGPS
TWX

Gary Goldberg Planning Services’s Time Warner Inc TWX Stock Holding History

Gary Goldberg Planning Services’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 		$3K Hold
39
– – ﹤0.01% 424
2014
Q3 		$3K Buy
+39
New +$3.02K ﹤0.01% 449
2014
Q1 		– Sell
-4
Closed – – 467
2013
Q4 		$0 Hold
4
– – ﹤0.01% 365
2013
Q3 		$0 Hold
4
– – ﹤0.01% 383
2013
Q2 		$0 Buy
+4
New +$226 ﹤0.01% 367

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

Gary Goldberg Planning Services's TWX Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Time Warner Inc (TWX) position steady in Q4 2014 at 39 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Gary Goldberg Planning Services first reported a position in TWX in Q2 2013 and has held it in 5 quarters since. 938 funds tracked by Wall St. Rank hold TWX as of Q4 2014.

  • Gary Goldberg Planning Services held 39 shares of Time Warner Inc worth $3K as of Q4 2014.
  • Gary Goldberg Planning Services left its Time Warner Inc share count unchanged in Q4 2014.
  • Time Warner Inc made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #424 holding.
  • Gary Goldberg Planning Services first reported a position in Time Warner Inc in Q2 2013 and has held it in 5 quarters since.
  • 938 funds tracked by Wall St. Rank held Time Warner Inc as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.