ZCM
TWX

Ziegler Capital Management’s Time Warner Inc TWX Stock Holding History

Ziegler Capital Management’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
2013
Q3 		$9.3M Buy
147,464
+61,571
+72% +$3.68M 0.81% 31
2013
Q2 		$4.76M Buy
+85,893
New +$4.86M 0.51% 49

Other funds holding TWX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ziegler Capital Management's TWX Position: Q3 2013 in Review

Ziegler Capital Management increased its Time Warner Inc (TWX) stake by 72% in Q3 2013, buying an estimated $3.68M and bringing the position to 147,464 shares worth $9.3M. The position accounts for 0.81% of the portfolio, ranked #31.

Ziegler Capital Management first reported a position in TWX in Q2 2013 and has held it in 2 quarters since. 749 funds tracked by Wall St. Rank hold TWX as of Q3 2013.

  • Ziegler Capital Management held 147,464 shares of Time Warner Inc worth $9.3M as of Q3 2013.
  • Ziegler Capital Management bought 61,571 Time Warner Inc shares in Q3 2013, an estimated $3.68M.
  • Time Warner Inc made up 0.81% of Ziegler Capital Management's portfolio in Q3 2013, its #31 holding.
  • Ziegler Capital Management first reported a position in Time Warner Inc in Q2 2013 and has held it in 2 quarters since.
  • 749 funds tracked by Wall St. Rank held Time Warner Inc as of Q3 2013.

Based on Ziegler Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.