CWM
TWX

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

Catamount 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
-531
Closed -$50K – 204
2018
Q1 		$50K Hold
531
– – 0.03% 79
2017
Q4 		$49K Sell
531
-200
-27% -$18.9K 0.03% 79
2017
Q3 		$75K Hold
731
– – 0.04% 61
2017
Q2 		$73K Hold
731
– – 0.04% 69
2017
Q1 		$71K Hold
731
– – 0.05% 67
2016
Q4 		$71K Sell
731
-16
-2% -$1.42K 0.06% 57
2016
Q3 		$60K Sell
747
-25
-3% -$1.95K 0.05% 60
2016
Q2 		$57K Hold
772
– – 0.07% 44
2016
Q1 		$56K Buy
772
+25
+3% +$1.72K 0.06% 46
2015
Q4 		$48K Sell
747
-161
-18% -$11.3K 0.04% 51
2015
Q3 		$62K Sell
908
-233
-20% -$18.3K 0.06% 42
2015
Q2 		$100K Hold
1,141
– – 0.08% 46
2015
Q1 		$96K Sell
1,141
-50
-4% -$4.16K 0.08% 39
2014
Q4 		$102K Buy
+1,191
New +$94.9K 0.1% 35

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

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

Catamount Wealth Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 531 shares — an estimated $50K sold.

Catamount Wealth Management first reported a position in TWX in Q4 2014 and held it in 14 quarters. The position peaked at $102K in Q4 2014. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Catamount Wealth Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 531 Time Warner Inc shares in Q2 2018, an estimated $50K.
  • Catamount Wealth Management first reported a position in Time Warner Inc in Q4 2014 and held it in 14 quarters.
  • Catamount Wealth Management's Time Warner Inc position peaked at $102K in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Catamount Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.