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TWX

Avantax Planning Partners’s Time Warner Inc TWX Stock Holding History

Avantax Planning 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
2018
Q2 		– Sell
-743
Closed -$70K – 1836
2018
Q1 		$70K Buy
+743
New +$70K 0.01% 469
2017
Q4 		– Sell
-8,149
Closed -$835K – 371
2017
Q3 		$835K Buy
8,149
+266
+3% +$27K 0.07% 138
2017
Q2 		$792K Sell
7,883
-16
-0.2% -$1.58K 0.07% 136
2017
Q1 		$772K Sell
7,899
-18
-0.2% -$1.74K 0.07% 137
2016
Q4 		$764K Buy
+7,917
New +$705K 0.08% 119

Other funds holding TWX

NC
Numen Capital London, United Kingdom $13.5M AUM 47.6% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wolverine Trading
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

Avantax Planning Partners's TWX Position: Q2 2018 in Review

Avantax Planning Partners sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 743 shares — an estimated $70K sold.

Avantax Planning Partners first reported a position in TWX in Q4 2016 and held it in 5 quarters. The position peaked at $835K in Q3 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Avantax Planning Partners reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 743 Time Warner Inc shares in Q2 2018, an estimated $70K.
  • Avantax Planning Partners first reported a position in Time Warner Inc in Q4 2016 and held it in 5 quarters.
  • Avantax Planning Partners's Time Warner Inc position peaked at $835K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.