Creative Planning
TWX

Creative Planning’s Time Warner Inc TWX Stock Holding History

Creative Planning’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
2014
Q3 		– Sell
-1,000
Closed -$6K – 4252
2014
Q2 		$6K Sell
1,000
-43
-4% -$2.83K ﹤0.01% 3160
2014
Q1 		$3K Buy
+1,043
New +$65.5K ﹤0.01% 3301

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

Creative Planning's TWX Position: Q2 2018 in Review

Creative Planning sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 58,674 shares — an estimated $5.55M sold.

Creative Planning first reported a position in TWX in Q2 2013 and held it in 20 quarters. The position peaked at $6.54M in Q4 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Creative Planning reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Creative Planning sold 58,674 Time Warner Inc shares in Q2 2018, an estimated $5.55M.
  • Creative Planning first reported a position in Time Warner Inc in Q2 2013 and held it in 20 quarters.
  • Creative Planning's Time Warner Inc position peaked at $6.54M in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.