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
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 $424B AUM 22.96% 1-Year Est. Return
Wolverine Trading
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

Burt Wealth Advisors's TWX Position: Q2 2018 in Review

Burt Wealth Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 1,179 shares — an estimated $112K sold.

Burt Wealth Advisors first reported a position in TWX in Q4 2014 and held it in 14 quarters. The position peaked at $199K in Q2 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Burt Wealth Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,179 Time Warner Inc shares in Q2 2018, an estimated $112K.
  • Burt Wealth Advisors first reported a position in Time Warner Inc in Q4 2014 and held it in 14 quarters.
  • Burt Wealth Advisors's Time Warner Inc position peaked at $199K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Burt Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.