PWMAG
TWX

Pinnacle Wealth Management Advisory Group’s Time Warner Inc TWX Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-2,705
Closed -$277K – 152
2017
Q3 		$277K Buy
+2,705
New +$274K 0.16% 123

Other funds holding TWX

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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
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

Pinnacle Wealth Management Advisory Group's TWX Position: Q4 2017 in Review

Pinnacle Wealth Management Advisory Group sold out of Time Warner Inc (TWX) in Q4 2017, closing a stake of 2,705 shares — an estimated $277K sold.

Pinnacle Wealth Management Advisory Group first reported a position in TWX in Q3 2017 and held it in 1 quarter. The position peaked at $277K in Q3 2017. 1,145 funds tracked by Wall St. Rank hold TWX as of Q4 2017.

  • Pinnacle Wealth Management Advisory Group reported no remaining Time Warner Inc position as of Q4 2017 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 2,705 Time Warner Inc shares in Q4 2017, an estimated $277K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Time Warner Inc in Q3 2017 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Time Warner Inc position peaked at $277K in Q3 2017.
  • 1,145 funds tracked by Wall St. Rank held Time Warner Inc as of Q4 2017.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2017, filed 12 Feb 2018.