WCP
TWX

Welch Capital Partners’s Time Warner Inc TWX Stock Holding History

Welch Capital 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
Q4 		– Sell
-67,220
Closed -$6.89M – 46
2017
Q3 		$6.89M Sell
67,220
-2,770
-4% -$281K 2.32% 18
2017
Q2 		$7.03M Buy
+69,990
New +$6.93M 2.33% 18
2015
Q2 		– Sell
-39,470
Closed -$3.33M – 39
2015
Q1 		$3.33M Buy
+39,470
New +$3.28M 1.08% 28

Other funds holding TWX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Welch Capital Partners's TWX Position: Q4 2017 in Review

Welch Capital Partners sold out of Time Warner Inc (TWX) in Q4 2017, closing a stake of 67,220 shares — an estimated $6.89M sold.

Welch Capital Partners first reported a position in TWX in Q1 2015 and held it in 3 quarters. The position peaked at $7.03M in Q2 2017. 1,145 funds tracked by Wall St. Rank hold TWX as of Q4 2017.

  • Welch Capital Partners reported no remaining Time Warner Inc position as of Q4 2017 after selling out during the quarter.
  • Welch Capital Partners sold 67,220 Time Warner Inc shares in Q4 2017, an estimated $6.89M.
  • Welch Capital Partners first reported a position in Time Warner Inc in Q1 2015 and held it in 3 quarters.
  • Welch Capital Partners's Time Warner Inc position peaked at $7.03M in Q2 2017.
  • 1,145 funds tracked by Wall St. Rank held Time Warner Inc as of Q4 2017.

Based on Welch Capital Partners's 13F filing for Q4 2017, filed 9 Feb 2018.