PIA
TWX

Peachtree Investment Advisors’s Time Warner Inc TWX Stock Holding History

Peachtree 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
2015
Q3 		– Sell
-699
Closed -$61K – 277
2015
Q2 		$61K Hold
699
– – 0.05% 178
2015
Q1 		$59K Hold
699
– – 0.04% 190
2014
Q4 		$60K Hold
699
– – 0.04% 198
2014
Q3 		$53K Buy
+699
New +$54.2K 0.04% 204

Other funds holding TWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peachtree Investment Advisors's TWX Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Time Warner Inc (TWX) in Q3 2015, closing a stake of 699 shares — an estimated $61K sold.

Peachtree Investment Advisors first reported a position in TWX in Q3 2014 and held it in 4 quarters. The position peaked at $61K in Q2 2015. 921 funds tracked by Wall St. Rank hold TWX as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Time Warner Inc position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 699 Time Warner Inc shares in Q3 2015, an estimated $61K.
  • Peachtree Investment Advisors first reported a position in Time Warner Inc in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Time Warner Inc position peaked at $61K in Q2 2015.
  • 921 funds tracked by Wall St. Rank held Time Warner Inc as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.