WFG Advisors’s Time Warner Inc TWX Stock Holding History

WFG Advisors’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	$62K	Buy	614 +136	+28%	+$13.5K	0.01%	652
2017 Q1	$47K	Sell	478 -54	-10%	-$5.23K	0.01%	675
2016 Q4	$51K	Sell	532 -7	-1%	-$623	0.01%	718
2016 Q3	$43K	Hold	539	–	–	0.01%	747
2016 Q2	$40K	Buy	539 +1	+0.2%	+$74	0.01%	748
2016 Q1	$39K	Sell	538 -156	-22%	-$10.7K	0.01%	734
2015 Q4	$45K	Sell	694 -137	-16%	-$9.57K	0.01%	694
2015 Q3	$57K	Sell	831 -625	-43%	-$49.1K	0.02%	609
2015 Q2	$127K	Buy	1,456 +26	+2%	+$2.22K	0.04%	471
2015 Q1	$121K	Sell	1,430 -381	-21%	-$31.7K	0.03%	473
2014 Q4	$155K	Buy	1,811 +166	+10%	+$13.2K	0.03%	511
2014 Q3	$124K	Buy	1,645 +502	+44%	+$38.9K	0.02%	588
2014 Q2	$80K	Sell	1,143 -4	-0.3%	-$263	0.01%	735
2014 Q1	$72K	Sell	1,147 -104	-8%	-$6.53K	0.01%	763
2013 Q4	$84K	Buy	1,251 +100	+9%	+$6.46K	0.01%	808
2013 Q3	$73K	Buy	1,151 +20	+2%	+$1.2K	0.01%	800
2013 Q2	$63K	Buy	+1,131	New	+$64K	0.01%	806

Other funds holding TWX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return