DLA
TWX

Douglas Lane & Associates’s Time Warner Inc TWX Stock Holding History

Douglas Lane & Associates’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
-3,128
Closed -$296K – 202
2018
Q1 		$296K Buy
3,128
+110
+4% +$10.4K 0.01% 179
2017
Q4 		$276K Sell
3,018
-576
-16% -$54.4K 0.01% 184
2017
Q3 		$368K Sell
3,594
-1,880
-34% -$191K 0.01% 175
2017
Q2 		$550K Sell
5,474
-200
-4% -$19.8K 0.01% 170
2017
Q1 		$554K Sell
5,674
-450
-7% -$43.6K 0.01% 169
2016
Q4 		$591K Sell
6,124
-3,870
-39% -$345K 0.02% 166
2016
Q3 		$796K Sell
9,994
-400
-4% -$31.2K 0.02% 161
2016
Q2 		$764K Buy
10,394
+2,786
+37% +$206K 0.02% 163
2016
Q1 		$552K Buy
+7,608
New +$524K 0.02% 168

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