BRWA
TWX

B. Riley Wealth Advisors’s Time Warner Inc TWX Stock Holding History

B. Riley Wealth Advisors’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
-2,694
Closed -$256K – 743
2018
Q1 		$256K Sell
2,694
-569
-17% -$53.6K 0.04% 504
2017
Q4 		$300K Sell
3,263
-117
-3% -$11.1K 0.04% 449
2017
Q3 		$347K Buy
3,380
+92
+3% +$9.33K 0.06% 342
2017
Q2 		$331K Buy
3,288
+478
+17% +$47.3K 0.06% 338
2017
Q1 		$276K Sell
2,810
-304
-10% -$29.4K 0.06% 373
2016
Q4 		$302K Sell
3,114
-380
-11% -$33.8K 0.06% 345
2016
Q3 		$279K Sell
3,494
-28
-0.8% -$2.19K 0.05% 424
2016
Q2 		$260K Buy
3,522
+116
+3% +$8.58K 0.05% 450
2016
Q1 		$247K Buy
+3,406
New +$235K 0.06% 406
2015
Q1 		– Sell
-2,481
Closed -$212K – 2399
2014
Q4 		$212K Sell
2,481
-215
-8% -$17.1K ﹤0.01% 1351
2014
Q3 		$203K Buy
2,696
+373
+16% +$28.9K 0.05% 510
2014
Q2 		$163K Buy
2,323
+167
+8% +$11K 0.04% 518
2014
Q1 		$135K Buy
2,156
+181
+9% +$11.4K 0.04% 525
2013
Q4 		$132K Buy
1,975
+88
+5% +$5.69K 0.04% 479
2013
Q3 		$119K Buy
+1,887
New +$113K 0.04% 496

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

B. Riley Wealth Advisors's TWX Position: Q2 2018 in Review

B. Riley Wealth Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 2,694 shares — an estimated $256K sold.

B. Riley Wealth Advisors first reported a position in TWX in Q3 2013 and held it in 15 quarters. The position peaked at $347K in Q3 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • B. Riley Wealth Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,694 Time Warner Inc shares in Q2 2018, an estimated $256K.
  • B. Riley Wealth Advisors first reported a position in Time Warner Inc in Q3 2013 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Time Warner Inc position peaked at $347K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.