KA
TWX

KLCM Advisors’s Time Warner Inc TWX Stock Holding History

KLCM 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
2013
Q4 		– Sell
-6,005
Closed -$379K – 69
2013
Q3 		$379K Sell
6,005
-34
-0.6% -$2.03K 0.11% 50
2013
Q2 		$335K Buy
+6,039
New +$342K 0.11% 49

Other funds holding TWX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KLCM Advisors's TWX Position: Q4 2013 in Review

KLCM Advisors sold out of Time Warner Inc (TWX) in Q4 2013, closing a stake of 6,005 shares — an estimated $379K sold.

KLCM Advisors first reported a position in TWX in Q2 2013 and held it in 2 quarters. The position peaked at $379K in Q3 2013. 802 funds tracked by Wall St. Rank hold TWX as of Q4 2013.

  • KLCM Advisors reported no remaining Time Warner Inc position as of Q4 2013 after selling out during the quarter.
  • KLCM Advisors sold 6,005 Time Warner Inc shares in Q4 2013, an estimated $379K.
  • KLCM Advisors first reported a position in Time Warner Inc in Q2 2013 and held it in 2 quarters.
  • KLCM Advisors's Time Warner Inc position peaked at $379K in Q3 2013.
  • 802 funds tracked by Wall St. Rank held Time Warner Inc as of Q4 2013.

Based on KLCM Advisors's 13F filing for Q4 2013, filed 11 Feb 2014.