WA
TWX

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
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

WFG Advisors's TWX Position: Q2 2017 in Review

WFG Advisors increased its Time Warner Inc (TWX) stake by 28% in Q2 2017, buying an estimated $13.5K and bringing the position to 614 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #652.

WFG Advisors first reported a position in TWX in Q2 2013 and has held it in 17 quarters since. The position peaked at $155K in Q4 2014. 1,071 funds tracked by Wall St. Rank hold TWX as of Q2 2017.

  • WFG Advisors held 614 shares of Time Warner Inc worth $62K as of Q2 2017.
  • WFG Advisors bought 136 Time Warner Inc shares in Q2 2017, an estimated $13.5K.
  • Time Warner Inc made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #652 holding.
  • WFG Advisors first reported a position in Time Warner Inc in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Time Warner Inc position peaked at $155K in Q4 2014.
  • 1,071 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.