Wealth Enhancement Advisory Services
TWX

Wealth Enhancement Advisory Services’s Time Warner Inc TWX Stock Holding History

Wealth Enhancement 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
Q3 		– Sell
-11,257
Closed -$1.13M – 190
2017
Q2 		$1.13M Sell
11,257
-9,968
-47% -$987K 0.1% 87
2017
Q1 		$2.08M Buy
21,225
+13,569
+177% +$1.31M 0.22% 57
2016
Q4 		$739K Buy
+7,656
New +$682K 0.09% 116

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's TWX Position: Q3 2017 in Review

Wealth Enhancement Advisory Services sold out of Time Warner Inc (TWX) in Q3 2017, closing a stake of 11,257 shares — an estimated $1.13M sold.

Wealth Enhancement Advisory Services first reported a position in TWX in Q4 2016 and held it in 3 quarters. The position peaked at $2.08M in Q1 2017. 1,053 funds tracked by Wall St. Rank hold TWX as of Q3 2017.

  • Wealth Enhancement Advisory Services reported no remaining Time Warner Inc position as of Q3 2017 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,257 Time Warner Inc shares in Q3 2017, an estimated $1.13M.
  • Wealth Enhancement Advisory Services first reported a position in Time Warner Inc in Q4 2016 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Time Warner Inc position peaked at $2.08M in Q1 2017.
  • 1,053 funds tracked by Wall St. Rank held Time Warner Inc as of Q3 2017.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2017, filed 18 Oct 2017.