MWAM
TWX

Mariner Wealth Advisors (Madison)’s Time Warner Inc TWX Stock Holding History

Mariner Wealth Advisors (Madison)’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
Q3 		$149K Sell
2,363
-105
-4% -$6.28K 0.06% 58
2013
Q2 		$137K Buy
+2,468
New +$140K 0.06% 58

Other funds holding TWX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s TWX Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) reduced its Time Warner Inc (TWX) stake by 4.3% in Q3 2013, selling an estimated $6.28K and leaving 2,363 shares worth $149K. The position accounts for 0.06% of the portfolio, ranked #58.

Mariner Wealth Advisors (Madison) first reported a position in TWX in Q2 2013 and has held it in 2 quarters since. 749 funds tracked by Wall St. Rank hold TWX as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 2,363 shares of Time Warner Inc worth $149K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 105 Time Warner Inc shares in Q3 2013, an estimated $6.28K.
  • Time Warner Inc made up 0.06% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #58 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Time Warner Inc in Q2 2013 and has held it in 2 quarters since.
  • 749 funds tracked by Wall St. Rank held Time Warner Inc as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.