SEIA
TWX

Signature Estate & Investment Advisors’s Time Warner Inc TWX Stock Holding History

Signature Estate & 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
2017
Q2 		– Sell
-1,303
Closed -$127K – 194
2017
Q1 		$127K Sell
1,303
-143,281
-99% -$13.9M 0.02% 169
2016
Q4 		$14M Buy
144,584
+7,481
+5% +$666K 1.94% 18
2016
Q3 		$10.9M Buy
+137,103
New +$10.7M 1.6% 27

Other funds holding TWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Signature Estate & Investment Advisors's TWX Position: Q2 2017 in Review

Signature Estate & Investment Advisors sold out of Time Warner Inc (TWX) in Q2 2017, closing a stake of 1,303 shares — an estimated $127K sold.

Signature Estate & Investment Advisors first reported a position in TWX in Q3 2016 and held it in 3 quarters. The position peaked at $14M in Q4 2016. 1,071 funds tracked by Wall St. Rank hold TWX as of Q2 2017.

  • Signature Estate & Investment Advisors reported no remaining Time Warner Inc position as of Q2 2017 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 1,303 Time Warner Inc shares in Q2 2017, an estimated $127K.
  • Signature Estate & Investment Advisors first reported a position in Time Warner Inc in Q3 2016 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's Time Warner Inc position peaked at $14M in Q4 2016.
  • 1,071 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.