MCIA
TWX

Mountain Capital Investment Advisors’s Time Warner Inc TWX Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-33
Closed -$3K – 499
2017
Q3 		$3K Hold
33
– – ﹤0.01% 405
2017
Q2 		$3K Buy
+33
New +$3.27K ﹤0.01% 440

Other funds holding TWX

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $315B AUM 27.84% 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

Mountain Capital Investment Advisors's TWX Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Time Warner Inc (TWX) in Q4 2017, closing a stake of 33 shares — an estimated $3K sold.

Mountain Capital Investment Advisors first reported a position in TWX in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 1,145 funds tracked by Wall St. Rank hold TWX as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Time Warner Inc position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 33 Time Warner Inc shares in Q4 2017, an estimated $3K.
  • Mountain Capital Investment Advisors first reported a position in Time Warner Inc in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Time Warner Inc position peaked at $3K in Q3 2017.
  • 1,145 funds tracked by Wall St. Rank held Time Warner Inc as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.