Aevitas Wealth Management’s Time Warner Inc TWX Stock Holding History

Aevitas Wealth 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
2018 Q2	–	Sell	-252	Closed	-$24K	–	493
2018 Q1	$24K	Hold	252	–	–	0.02%	240
2017 Q4	$23K	Buy	+252	New	+$23.8K	0.02%	250

Other funds holding TWX

Numen Capital London, United Kingdom $13.5M AUM 47.6% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

NIM

NuWave Investment Management Parsippany, New Jersey $87.2M AUM 38.54% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return

Aevitas Wealth Management's TWX Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 252 shares — an estimated $24K sold.

Aevitas Wealth Management first reported a position in TWX in Q4 2017 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

Aevitas Wealth Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
Aevitas Wealth Management sold 252 Time Warner Inc shares in Q2 2018, an estimated $24K.
Aevitas Wealth Management first reported a position in Time Warner Inc in Q4 2017 and held it in 2 quarters.
Aevitas Wealth Management's Time Warner Inc position peaked at $24K in Q1 2018.
7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.