BSW
TWX

Buckingham Strategic Wealth’s Time Warner Inc TWX Stock Holding History

Buckingham Strategic Wealth’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
-5,816
Closed -$550K – 372
2018
Q1 		$550K Buy
5,816
+535
+10% +$50.4K 0.11% 160
2017
Q4 		$483K Buy
5,281
+72
+1% +$6.8K 0.1% 170
2017
Q3 		$534K Buy
5,209
+37
+0.7% +$3.75K 0.13% 149
2017
Q2 		$519K Sell
5,172
-525
-9% -$52K 0.12% 155
2017
Q1 		$557K Sell
5,697
-342
-6% -$33.1K 0.16% 125
2016
Q4 		$583K Buy
6,039
+162
+3% +$14.4K 0.19% 103
2016
Q3 		$468K Sell
5,877
-870
-13% -$68K 0.16% 112
2016
Q2 		$496K Sell
6,747
-23
-0.3% -$1.7K 0.17% 114
2016
Q1 		$491K Buy
+6,770
New +$466K 0.16% 109
2015
Q4 		– Sell
-2,946
Closed -$203K – 228
2015
Q3 		$203K Sell
2,946
-975
-25% -$76.6K 0.07% 192
2015
Q2 		$343K Buy
3,921
+1,028
+36% +$87.7K 0.11% 138
2015
Q1 		$244K Buy
2,893
+13
+0.5% +$1.08K 0.09% 175
2014
Q4 		$246K Buy
2,880
+123
+4% +$9.8K 0.1% 163
2014
Q3 		$207K Buy
+2,757
New +$214K 0.09% 166

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 $374B AUM 17.66% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B 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 $640M AUM 27.29% 1-Year Est. Return

Buckingham Strategic Wealth's TWX Position: Q2 2018 in Review

Buckingham Strategic Wealth sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 5,816 shares — an estimated $550K sold.

Buckingham Strategic Wealth first reported a position in TWX in Q3 2014 and held it in 14 quarters. The position peaked at $583K in Q4 2016. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Buckingham Strategic Wealth reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 5,816 Time Warner Inc shares in Q2 2018, an estimated $550K.
  • Buckingham Strategic Wealth first reported a position in Time Warner Inc in Q3 2014 and held it in 14 quarters.
  • Buckingham Strategic Wealth's Time Warner Inc position peaked at $583K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2018, filed 13 Aug 2018.