BWA
TWX

Burt Wealth Advisors’s Time Warner Inc TWX Stock Holding History

Burt 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
-1,179
Closed -$112K – 400
2018
Q1 		$112K Hold
1,179
– – 0.06% 120
2017
Q4 		$108K Buy
1,179
+33
+3% +$3.12K 0.07% 122
2017
Q3 		$117K Sell
1,146
-836
-42% -$84.8K 0.08% 113
2017
Q2 		$199K Hold
1,982
– – 0.14% 64
2017
Q1 		$194K Buy
1,982
+434
+28% +$42K 0.14% 62
2016
Q4 		$149K Hold
1,548
– – 0.13% 85
2016
Q3 		$123K Sell
1,548
-100
-6% -$7.81K 0.13% 88
2016
Q2 		$121K Sell
1,648
-238
-13% -$17.6K 0.13% 88
2016
Q1 		$137K Buy
1,886
+488
+35% +$33.6K 0.12% 85
2015
Q4 		$90K Hold
1,398
– – 0.07% 110
2015
Q3 		$96K Hold
1,398
– – 0.12% 96
2015
Q2 		$122K Hold
1,398
– – 0.13% 88
2015
Q1 		$118K Hold
1,398
– – 0.12% 80
2014
Q4 		$119K Buy
+1,398
New +$111K 0.13% 85

Other funds holding TWX

NC
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LTFS
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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