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Independent Portfolio Consultants’s Twilio TWLO Stock Holding History

Independent Portfolio Consultants’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$181K Sell
6,227
-5,938
-49% -$162K 0.08% 308
2017
Q1 		$351K Buy
+12,165
New +$368K 0.12% 254

Other funds holding TWLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independent Portfolio Consultants's TWLO Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Twilio (TWLO) stake by 49% in Q2 2017, selling an estimated $162K and leaving 6,227 shares worth $181K. The position accounts for 0.08% of the portfolio, ranked #308.

Independent Portfolio Consultants first reported a position in TWLO in Q1 2017 and has held it in 2 quarters since. The position peaked at $351K in Q1 2017. 167 funds tracked by Wall St. Rank hold TWLO as of Q2 2017.

  • Independent Portfolio Consultants held 6,227 shares of Twilio worth $181K as of Q2 2017.
  • Independent Portfolio Consultants sold 5,938 Twilio shares in Q2 2017, an estimated $162K.
  • Twilio made up 0.08% of Independent Portfolio Consultants's portfolio in Q2 2017, its #308 holding.
  • Independent Portfolio Consultants first reported a position in Twilio in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's Twilio position peaked at $351K in Q1 2017.
  • 167 funds tracked by Wall St. Rank held Twilio as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.