SIAS
TWX

Shine Investment Advisory Services’s Time Warner Inc TWX Stock Holding History

Shine Investment Advisory Services’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
-611
Closed -$63K – 694
2017
Q3 		$63K Hold
611
– – 0.03% 254
2017
Q2 		$61K Buy
+611
New +$60.5K 0.03% 242

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Dodge & Cox
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Franklin Resources
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HCM
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Massachusetts Financial Services
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Goldman Sachs
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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

Shine Investment Advisory Services's TWX Position: Q4 2017 in Review

Shine Investment Advisory Services sold out of Time Warner Inc (TWX) in Q4 2017, closing a stake of 611 shares — an estimated $63K sold.

Shine Investment Advisory Services first reported a position in TWX in Q2 2017 and held it in 2 quarters. The position peaked at $63K in Q3 2017. 1,145 funds tracked by Wall St. Rank hold TWX as of Q4 2017.

  • Shine Investment Advisory Services reported no remaining Time Warner Inc position as of Q4 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 611 Time Warner Inc shares in Q4 2017, an estimated $63K.
  • Shine Investment Advisory Services first reported a position in Time Warner Inc in Q2 2017 and held it in 2 quarters.
  • Shine Investment Advisory Services's Time Warner Inc position peaked at $63K in Q3 2017.
  • 1,145 funds tracked by Wall St. Rank held Time Warner Inc as of Q4 2017.

Based on Shine Investment Advisory Services's 13F filing for Q4 2017, filed 25 Jan 2018.