Bartlett & Co Wealth Management’s Time Warner Inc TWX Stock Holding History

Bartlett & Co 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	-1,392	Closed	-$132K	–	784
2018 Q1	$132K	Buy	+1,392	New	+$131K	0.01%	294

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

Bartlett & Co Wealth Management's TWX Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 1,392 shares — an estimated $132K sold.

Bartlett & Co Wealth Management first reported a position in TWX in Q1 2018 and held it in 1 quarter. The position peaked at $132K in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

Bartlett & Co Wealth Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,392 Time Warner Inc shares in Q2 2018, an estimated $132K.
Bartlett & Co Wealth Management first reported a position in Time Warner Inc in Q1 2018 and held it in 1 quarter.
Bartlett & Co Wealth Management's Time Warner Inc position peaked at $132K in Q1 2018.
7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.