MWM
TWX

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

Modera 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
2017
Q4 		– Sell
-2,143
Closed -$220K – 140
2017
Q3 		$220K Hold
2,143
– – 0.05% 118
2017
Q2 		$215K Hold
2,143
– – 0.05% 112
2017
Q1 		$209K Buy
+2,143
New +$207K 0.05% 110

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Modera Wealth Management's TWX Position: Q4 2017 in Review

Modera Wealth Management sold out of Time Warner Inc (TWX) in Q4 2017, closing a stake of 2,143 shares — an estimated $220K sold.

Modera Wealth Management first reported a position in TWX in Q1 2017 and held it in 3 quarters. The position peaked at $220K in Q3 2017. 1,145 funds tracked by Wall St. Rank hold TWX as of Q4 2017.

  • Modera Wealth Management reported no remaining Time Warner Inc position as of Q4 2017 after selling out during the quarter.
  • Modera Wealth Management sold 2,143 Time Warner Inc shares in Q4 2017, an estimated $220K.
  • Modera Wealth Management first reported a position in Time Warner Inc in Q1 2017 and held it in 3 quarters.
  • Modera Wealth Management's Time Warner Inc position peaked at $220K in Q3 2017.
  • 1,145 funds tracked by Wall St. Rank held Time Warner Inc as of Q4 2017.

Based on Modera Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.