AWM
TWX

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

Avior 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
-30
Closed -$3K – 885
2018
Q1 		$3K Sell
30
-40
-57% -$3.77K ﹤0.01% 687
2017
Q4 		$6K Buy
70
+30
+75% +$2.83K ﹤0.01% 640
2017
Q3 		$4K Buy
40
+27
+208% +$2.74K ﹤0.01% 412
2017
Q2 		$1K Hold
13
– – ﹤0.01% 441
2017
Q1 		$1K Sell
13
-37
-74% -$3.58K ﹤0.01% 479
2016
Q4 		$5K Buy
50
+37
+285% +$3.29K ﹤0.01% 398
2016
Q3 		$1K Hold
13
– – ﹤0.01% 449
2016
Q2 		$1K Hold
13
– – ﹤0.01% 454
2016
Q1 		$1K Hold
13
– – ﹤0.01% 470
2015
Q4 		$1K Hold
13
– – ﹤0.01% 444
2015
Q3 		$1K Hold
13
– – ﹤0.01% 393
2015
Q2 		$1K Hold
13
– – ﹤0.01% 381
2015
Q1 		$1K Hold
13
– – ﹤0.01% 348
2014
Q4 		$1K Hold
13
– – ﹤0.01% 329
2014
Q3 		$1K Hold
13
– – ﹤0.01% 326
2014
Q2 		$1K Buy
13
+7
+117% +$460 ﹤0.01% 321
2014
Q1 		$0 Buy
+6
New +$377 ﹤0.01% 349

Other funds holding TWX

NC
Numen Capital London, United Kingdom $13.4M 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 $374B AUM 17.66% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $4.96B AUM 31.83% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 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 $638M AUM 27.29% 1-Year Est. Return