EWM
TWX

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

Edge 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
-100
Closed -$9K – 636
2018
Q1 		$9K Hold
100
– – ﹤0.01% 401
2017
Q4 		$9K Hold
100
– – ﹤0.01% 396
2017
Q3 		$10K Hold
100
– – ﹤0.01% 376
2017
Q2 		$10K Hold
100
– – ﹤0.01% 373
2017
Q1 		$10K Hold
100
– – ﹤0.01% 358
2016
Q4 		$10K Hold
100
– – ﹤0.01% 344
2016
Q3 		$8K Hold
100
– – ﹤0.01% 364
2016
Q2 		$7K Hold
100
– – ﹤0.01% 348
2016
Q1 		$7K Hold
100
– – ﹤0.01% 321
2015
Q4 		$6K Hold
100
– – ﹤0.01% 339
2015
Q3 		$7K Hold
100
– – ﹤0.01% 328
2015
Q2 		$9K Hold
100
– – ﹤0.01% 309
2015
Q1 		$8K Sell
100
-133
-57% -$11.1K ﹤0.01% 315
2014
Q4 		$20K Hold
233
– – 0.01% 254
2014
Q3 		$18K Buy
+233
New +$18.1K 0.01% 271

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

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

Edge Wealth Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 100 shares — an estimated $9K sold.

Edge Wealth Management first reported a position in TWX in Q3 2014 and held it in 15 quarters. The position peaked at $20K in Q4 2014. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Edge Wealth Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Edge Wealth Management sold 100 Time Warner Inc shares in Q2 2018, an estimated $9K.
  • Edge Wealth Management first reported a position in Time Warner Inc in Q3 2014 and held it in 15 quarters.
  • Edge Wealth Management's Time Warner Inc position peaked at $20K in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Edge Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.