GWM
TWX

Gupta Wealth Management’s Time Warner Inc TWX Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$84K Buy
1,157
+186
+19% +$12.8K 0.02% 355
2015
Q4 		$63K Sell
971
-277
-22% -$19.4K 0.02% 391
2015
Q3 		$86K Buy
1,248
+122
+11% +$9.58K 0.02% 361
2015
Q2 		$98K Buy
1,126
+396
+54% +$33.8K 0.02% 352
2015
Q1 		$62K Buy
+730
New +$60.7K 0.02% 373

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 $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gupta Wealth Management's TWX Position: Q1 2016 in Review

Gupta Wealth Management increased its Time Warner Inc (TWX) stake by 19% in Q1 2016, buying an estimated $12.8K and bringing the position to 1,157 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #355.

Gupta Wealth Management first reported a position in TWX in Q1 2015 and has held it in 5 quarters since. The position peaked at $98K in Q2 2015. 969 funds tracked by Wall St. Rank hold TWX as of Q1 2016.

  • Gupta Wealth Management held 1,157 shares of Time Warner Inc worth $84K as of Q1 2016.
  • Gupta Wealth Management bought 186 Time Warner Inc shares in Q1 2016, an estimated $12.8K.
  • Time Warner Inc made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #355 holding.
  • Gupta Wealth Management first reported a position in Time Warner Inc in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Time Warner Inc position peaked at $98K in Q2 2015.
  • 969 funds tracked by Wall St. Rank held Time Warner Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.