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

Destination 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	-69	Closed	-$6K	–	691
2018 Q1	$6K	Buy	+69	New	+$6.5K	﹤0.01%	437
2015 Q3	–	Sell	-38,199	Closed	-$3.34M	–	238
2015 Q2	$3.34M	Buy	+38,199	New	+$3.26M	0.22%	74

Other funds holding TWX

Numen Capital London, United Kingdom $13.5M AUM 47.6% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Destination Wealth Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 69 shares — an estimated $6K sold.

Destination Wealth Management first reported a position in TWX in Q2 2015 and held it in 2 quarters. The position peaked at $3.34M in Q2 2015. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

Destination Wealth Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
Destination Wealth Management sold 69 Time Warner Inc shares in Q2 2018, an estimated $6K.
Destination Wealth Management first reported a position in Time Warner Inc in Q2 2015 and held it in 2 quarters.
Destination Wealth Management's Time Warner Inc position peaked at $3.34M in Q2 2015.
7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.