WP
TWX

WealthPLAN Partners’s Time Warner Inc TWX Stock Holding History

WealthPLAN Partners’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
-230
Closed -$22.6K – 480
2017
Q1 		$22.6K Buy
+230
New +$22.3K 0.08% 173
2016
Q3 		$65K Sell
821
-811
-50% -$63.3K 0.02% 295
2016
Q2 		$60.4K Buy
+1,632
New +$121K 0.01% 823
2015
Q4 		$7.84K Buy
+293
New +$20.5K ﹤0.01% 1222
2015
Q2 		$8K Hold
86
– – ﹤0.01% 324
2015
Q1 		$8K Buy
+86
New +$7.15K ﹤0.01% 399

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's TWX Position: Q2 2017 in Review

WealthPLAN Partners sold out of Time Warner Inc (TWX) in Q2 2017, closing a stake of 230 shares — an estimated $22.6K sold.

WealthPLAN Partners first reported a position in TWX in Q1 2015 and held it in 6 quarters. The position peaked at $65K in Q3 2016. 1,071 funds tracked by Wall St. Rank hold TWX as of Q2 2017.

  • WealthPLAN Partners reported no remaining Time Warner Inc position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 230 Time Warner Inc shares in Q2 2017, an estimated $22.6K.
  • WealthPLAN Partners first reported a position in Time Warner Inc in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Time Warner Inc position peaked at $65K in Q3 2016.
  • 1,071 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.