SIG
TWX

Stanford Investment Group’s Time Warner Inc TWX Stock Holding History

Stanford Investment 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
Q1 		– Sell
-228
Closed -$22K – 348
2016
Q4 		$22K Hold
228
– – 0.01% 243
2016
Q3 		$18K Hold
228
– – 0.01% 268
2016
Q2 		$17K Hold
228
– – 0.01% 265
2016
Q1 		$17K Hold
228
– – 0.01% 259
2015
Q4 		$15K Hold
228
– – 0.01% 243
2015
Q3 		$16K Hold
228
– – 0.01% 241
2015
Q2 		$20K Hold
228
– – 0.02% 234
2015
Q1 		$19K Hold
228
– – 0.02% 237
2014
Q4 		$19K Buy
+228
New +$18.2K 0.02% 240

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 $191B AUM 17.5% 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 $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stanford Investment Group's TWX Position: Q1 2017 in Review

Stanford Investment Group sold out of Time Warner Inc (TWX) in Q1 2017, closing a stake of 228 shares — an estimated $22K sold.

Stanford Investment Group first reported a position in TWX in Q4 2014 and held it in 9 quarters. The position peaked at $22K in Q4 2016. 1,080 funds tracked by Wall St. Rank hold TWX as of Q1 2017.

  • Stanford Investment Group reported no remaining Time Warner Inc position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 228 Time Warner Inc shares in Q1 2017, an estimated $22K.
  • Stanford Investment Group first reported a position in Time Warner Inc in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Time Warner Inc position peaked at $22K in Q4 2016.
  • 1,080 funds tracked by Wall St. Rank held Time Warner Inc as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.