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Triangle Securities Wealth Management’s Twin Disc TWIN Stock Holding History

Triangle Securities Wealth Management’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$12K – 361
2013
Q2 		$12K Buy
+500
New +$11.7K 0.01% 435

Other funds holding TWIN

GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BA
Broadview Advisors Milwaukee, Wisconsin $324M AUM 0.76% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Triangle Securities Wealth Management's TWIN Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Twin Disc (TWIN) in Q3 2013, closing a stake of 500 shares — an estimated $12K sold.

Triangle Securities Wealth Management first reported a position in TWIN in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 76 funds tracked by Wall St. Rank hold TWIN as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Twin Disc position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 500 Twin Disc shares in Q3 2013, an estimated $12K.
  • Triangle Securities Wealth Management first reported a position in Twin Disc in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Twin Disc position peaked at $12K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held Twin Disc as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.