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	–	882
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%	341

Other funds holding TWX

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 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

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

Avior Wealth Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 30 shares — an estimated $3K sold.

Avior Wealth Management first reported a position in TWX in Q1 2014 and held it in 17 quarters. The position peaked at $6K in Q4 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

Avior Wealth Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
Avior Wealth Management sold 30 Time Warner Inc shares in Q2 2018, an estimated $3K.
Avior Wealth Management first reported a position in Time Warner Inc in Q1 2014 and held it in 17 quarters.
Avior Wealth Management's Time Warner Inc position peaked at $6K in Q4 2017.
7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Avior Wealth Management's 13F filing for Q2 2018, filed 16 Aug 2018.