BWM
TWX

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

Buckley 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
-7,767
Closed -$735K – 167
2018
Q1 		$735K Buy
7,767
+333
+4% +$31.4K 0.36% 55
2017
Q4 		$680K Buy
+7,434
New +$702K 0.34% 67

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

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

Buckley Wealth Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 7,767 shares — an estimated $735K sold.

Buckley Wealth Management first reported a position in TWX in Q4 2017 and held it in 2 quarters. The position peaked at $735K in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Buckley Wealth Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 7,767 Time Warner Inc shares in Q2 2018, an estimated $735K.
  • Buckley Wealth Management first reported a position in Time Warner Inc in Q4 2017 and held it in 2 quarters.
  • Buckley Wealth Management's Time Warner Inc position peaked at $735K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Buckley Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.