GSC
TWX

Ground Swell Capital’s Time Warner Inc TWX Stock Holding History

Ground Swell Capital’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
Q3 		$108K Buy
1,440
+440
+44% +$34.1K 0.2% 83
2014
Q2 		$70K Buy
+1,000
New +$65.7K 0.14% 91

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 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ground Swell Capital's TWX Position: Q3 2014 in Review

Ground Swell Capital increased its Time Warner Inc (TWX) stake by 44% in Q3 2014, buying an estimated $34.1K and bringing the position to 1,440 shares worth $108K. The position accounts for 0.2% of the portfolio, ranked #83.

Ground Swell Capital first reported a position in TWX in Q2 2014 and has held it in 2 quarters since. 879 funds tracked by Wall St. Rank hold TWX as of Q3 2014.

  • Ground Swell Capital held 1,440 shares of Time Warner Inc worth $108K as of Q3 2014.
  • Ground Swell Capital bought 440 Time Warner Inc shares in Q3 2014, an estimated $34.1K.
  • Time Warner Inc made up 0.2% of Ground Swell Capital's portfolio in Q3 2014, its #83 holding.
  • Ground Swell Capital first reported a position in Time Warner Inc in Q2 2014 and has held it in 2 quarters since.
  • 879 funds tracked by Wall St. Rank held Time Warner Inc as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.