CIA
TWX

Choate Investment Advisors’s Time Warner Inc TWX Stock Holding History

Choate Investment 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
-6,025
Closed -$570K – 241
2018
Q1 		$570K Sell
6,025
-110
-2% -$10.4K 0.03% 158
2017
Q4 		$561K Sell
6,135
-160
-3% -$15.1K 0.03% 164
2017
Q3 		$645K Sell
6,295
-725
-10% -$73.5K 0.03% 155
2017
Q2 		$705K Hold
7,020
– – 0.04% 144
2017
Q1 		$686K Sell
7,020
-50
-0.7% -$4.84K 0.04% 144
2016
Q4 		$682K Sell
7,070
-290
-4% -$25.8K 0.04% 134
2016
Q3 		$586K Sell
7,360
-483
-6% -$37.7K 0.04% 147
2016
Q2 		$577K Buy
7,843
+29
+0.4% +$2.15K 0.04% 138
2016
Q1 		$567K Sell
7,814
-6
-0.1% -$413 0.04% 141
2015
Q4 		$664K Sell
7,820
-103
-1% -$7.2K 0.05% 144
2015
Q3 		$545K Buy
7,923
+477
+6% +$37.5K 0.04% 147
2015
Q2 		$651K Sell
7,446
-72
-1% -$6.14K 0.04% 138
2015
Q1 		$635K Sell
7,518
-302
-4% -$25.1K 0.04% 152
2014
Q4 		$668K Buy
7,820
+367
+5% +$29.3K 0.04% 144
2014
Q3 		$561K Sell
7,453
-713
-9% -$55.2K 0.03% 167
2014
Q2 		$574K Sell
8,166
-437
-5% -$28.7K 0.03% 166
2014
Q1 		$539K Buy
8,603
+114
+1% +$7.16K 0.03% 170
2013
Q4 		$567K Buy
8,489
+852
+11% +$55.1K 0.04% 165
2013
Q3 		$482K Buy
7,637
+788
+12% +$47.1K 0.04% 170
2013
Q2 		$380K Buy
+6,849
New +$388K 0.03% 185

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

Choate Investment Advisors's TWX Position: Q2 2018 in Review

Choate Investment Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 6,025 shares — an estimated $570K sold.

Choate Investment Advisors first reported a position in TWX in Q2 2013 and held it in 20 quarters. The position peaked at $705K in Q2 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Choate Investment Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Choate Investment Advisors sold 6,025 Time Warner Inc shares in Q2 2018, an estimated $570K.
  • Choate Investment Advisors first reported a position in Time Warner Inc in Q2 2013 and held it in 20 quarters.
  • Choate Investment Advisors's Time Warner Inc position peaked at $705K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Choate Investment Advisors's 13F filing for Q2 2018, filed 30 Jul 2018.