PWAG
TWX

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

Polaris Wealth 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
2013
Q4 		– Sell
-17
Closed -$1.05K – 197
2013
Q3 		$1.05K Sell
17
-1,610
-99% -$96.3K ﹤0.01% 134
2013
Q2 		$90.2K Buy
+1,627
New +$92.1K 0.04% 71

Other funds holding TWX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Polaris Wealth Advisory Group's TWX Position: Q4 2013 in Review

Polaris Wealth Advisory Group sold out of Time Warner Inc (TWX) in Q4 2013, closing a stake of 17 shares — an estimated $1.05K sold.

Polaris Wealth Advisory Group first reported a position in TWX in Q2 2013 and held it in 2 quarters. The position peaked at $90.2K in Q2 2013. 803 funds tracked by Wall St. Rank hold TWX as of Q4 2013.

  • Polaris Wealth Advisory Group reported no remaining Time Warner Inc position as of Q4 2013 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 17 Time Warner Inc shares in Q4 2013, an estimated $1.05K.
  • Polaris Wealth Advisory Group first reported a position in Time Warner Inc in Q2 2013 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Time Warner Inc position peaked at $90.2K in Q2 2013.
  • 803 funds tracked by Wall St. Rank held Time Warner Inc as of Q4 2013.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2013, filed 24 Feb 2014.