GWA
TWX

Genesis Wealth Advisors’s Time Warner Inc TWX Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$33K Buy
378
+72
+24% +$6.14K 0.03% 234
2015
Q1 		$25.3K Hold
306
– – 0.02% 268
2014
Q4 		$25.2K Buy
+306
New +$24.4K 0.02% 293

Other funds holding TWX

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

Genesis Wealth Advisors's TWX Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Time Warner Inc (TWX) stake by 24% in Q2 2015, buying an estimated $6.14K and bringing the position to 378 shares worth $33K. The position accounts for 0.03% of the portfolio, ranked #234.

Genesis Wealth Advisors first reported a position in TWX in Q4 2014 and has held it in 3 quarters since. 935 funds tracked by Wall St. Rank hold TWX as of Q2 2015.

  • Genesis Wealth Advisors held 378 shares of Time Warner Inc worth $33K as of Q2 2015.
  • Genesis Wealth Advisors bought 72 Time Warner Inc shares in Q2 2015, an estimated $6.14K.
  • Time Warner Inc made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #234 holding.
  • Genesis Wealth Advisors first reported a position in Time Warner Inc in Q4 2014 and has held it in 3 quarters since.
  • 935 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.