FPFS
TWX

First Personal Financial Services’s Time Warner Inc TWX Stock Holding History

First Personal Financial Services’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
-4,045
Closed -$383K – 1044
2018
Q1 		$383K Sell
4,045
-363
-8% -$34.2K 0.08% 163
2017
Q4 		$403K Sell
4,408
-1,500
-25% -$142K 0.08% 170
2017
Q3 		$605K Sell
5,908
-1,000
-14% -$101K 0.13% 129
2017
Q2 		$694K Buy
6,908
+3,700
+115% +$366K 0.15% 118
2017
Q1 		$313K Buy
3,208
+1,449
+82% +$140K 0.08% 156
2016
Q4 		$170K Sell
1,759
-57
-3% -$5.07K 0.04% 207
2016
Q3 		$145K Hold
1,816
– – 0.04% 174
2016
Q2 		$134K Buy
1,816
+1,343
+284% +$99.3K 0.05% 178
2016
Q1 		$34K Hold
473
– – 0.02% 206
2015
Q4 		$31K Buy
+473
New +$33.1K 0.02% 216

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