BWA
TWC

Burt Wealth Advisors’s TIME WARNER CABLE INC NEW COM STK TWC Stock Holding History

Burt Wealth Advisors’s Portfolio TWC Stock Details TWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-685
Closed -$140K – 632
2016
Q1 		$140K Buy
685
+67
+11% +$12.7K 0.13% 83
2015
Q4 		$114K Hold
618
– – 0.09% 93
2015
Q3 		$110K Hold
618
– – 0.14% 80
2015
Q2 		$111K Hold
618
– – 0.12% 103
2015
Q1 		$93K Hold
618
– – 0.09% 98
2014
Q4 		$94K Buy
+618
New +$89.2K 0.1% 103

Other funds holding TWC

OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Burt Wealth Advisors's TWC Position: Q2 2016 in Review

Burt Wealth Advisors sold out of TIME WARNER CABLE INC NEW COM STK (TWC) in Q2 2016, closing a stake of 685 shares — an estimated $140K sold.

Burt Wealth Advisors first reported a position in TWC in Q4 2014 and held it in 6 quarters. The position peaked at $140K in Q1 2016. 2 funds tracked by Wall St. Rank hold TWC as of Q2 2016.

  • Burt Wealth Advisors reported no remaining TIME WARNER CABLE INC NEW COM STK position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 685 TIME WARNER CABLE INC NEW COM STK shares in Q2 2016, an estimated $140K.
  • Burt Wealth Advisors first reported a position in TIME WARNER CABLE INC NEW COM STK in Q4 2014 and held it in 6 quarters.
  • Burt Wealth Advisors's TIME WARNER CABLE INC NEW COM STK position peaked at $140K in Q1 2016.
  • 2 funds tracked by Wall St. Rank held TIME WARNER CABLE INC NEW COM STK as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.