GKWIM
TWX

Gerber Kawasaki Wealth & Investment Management’s Time Warner Inc TWX Stock Holding History

Gerber Kawasaki Wealth & Investment 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
-21,887
Closed -$2.07M – 128
2018
Q1 		$2.07M Buy
21,887
+3,717
+20% +$350K 0.67% 37
2017
Q4 		$1.66M Buy
+18,170
New +$1.72M 0.57% 43

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 27.61% 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 $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

Gerber Kawasaki Wealth & Investment Management's TWX Position: Q2 2018 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 21,887 shares — an estimated $2.07M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in TWX in Q4 2017 and held it in 2 quarters. The position peaked at $2.07M in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 21,887 Time Warner Inc shares in Q2 2018, an estimated $2.07M.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Time Warner Inc in Q4 2017 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Time Warner Inc position peaked at $2.07M in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2018, filed 3 Aug 2018.