IF
TWX

Ironwood Financial’s Time Warner Inc TWX Stock Holding History

Ironwood Financial’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
Q3 		$5K Hold
67
– – ﹤0.01% 277
2015
Q2 		$6K Hold
67
– – ﹤0.01% 242
2015
Q1 		$6K Sell
67
-6
-8% -$499 ﹤0.01% 241
2014
Q4 		$6K Buy
+73
New +$5.82K ﹤0.01% 212

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironwood Financial's TWX Position: Q3 2015 in Review

Ironwood Financial held its Time Warner Inc (TWX) position steady in Q3 2015 at 67 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Ironwood Financial first reported a position in TWX in Q4 2014 and has held it in 4 quarters since. The position peaked at $6K in Q2 2015. 921 funds tracked by Wall St. Rank hold TWX as of Q3 2015.

  • Ironwood Financial held 67 shares of Time Warner Inc worth $5K as of Q3 2015.
  • Ironwood Financial left its Time Warner Inc share count unchanged in Q3 2015.
  • Time Warner Inc made up ﹤0.01% of Ironwood Financial's portfolio in Q3 2015, its #277 holding.
  • Ironwood Financial first reported a position in Time Warner Inc in Q4 2014 and has held it in 4 quarters since.
  • Ironwood Financial's Time Warner Inc position peaked at $6K in Q2 2015.
  • 921 funds tracked by Wall St. Rank held Time Warner Inc as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.