NFP
TWX

Narus Financial Partners’s Time Warner Inc TWX Stock Holding History

Narus Financial Partners’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
Q3 		$477K Buy
4,655
+255
+6% +$25.9K 0.42% 36
2017
Q2 		$442K Hold
4,400
– – 0.41% 35
2017
Q1 		$430K Hold
4,400
– – 0.42% 34
2016
Q4 		$425K Buy
+4,400
New +$392K 0.45% 34

Other funds holding TWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Narus Financial Partners's TWX Position: Q3 2017 in Review

Narus Financial Partners increased its Time Warner Inc (TWX) stake by 5.8% in Q3 2017, buying an estimated $25.9K and bringing the position to 4,655 shares worth $477K. The position accounts for 0.42% of the portfolio, ranked #36.

Narus Financial Partners first reported a position in TWX in Q4 2016 and has held it in 4 quarters since. 1,053 funds tracked by Wall St. Rank hold TWX as of Q3 2017.

  • Narus Financial Partners held 4,655 shares of Time Warner Inc worth $477K as of Q3 2017.
  • Narus Financial Partners bought 255 Time Warner Inc shares in Q3 2017, an estimated $25.9K.
  • Time Warner Inc made up 0.42% of Narus Financial Partners's portfolio in Q3 2017, its #36 holding.
  • Narus Financial Partners first reported a position in Time Warner Inc in Q4 2016 and has held it in 4 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Time Warner Inc as of Q3 2017.

Based on Narus Financial Partners's 13F filing for Q3 2017, filed 15 Nov 2017.