GI
TWX

Gradient Investments’s Time Warner Inc TWX Stock Holding History

Gradient Investments’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
-118
Closed -$11K – 1206
2018
Q1 		$11K Sell
118
-12
-9% -$1.13K ﹤0.01% 621
2017
Q4 		$12K Buy
+130
New +$12.3K ﹤0.01% 572
2017
Q3 		– Sell
-18
Closed -$2K – 823
2017
Q2 		$2K Sell
18
-2
-10% -$198 ﹤0.01% 706
2017
Q1 		$2K Hold
20
– – ﹤0.01% 696
2016
Q4 		$2K Sell
20
-82
-80% -$7.3K ﹤0.01% 650
2016
Q3 		$8K Buy
102
+84
+467% +$6.56K ﹤0.01% 492
2016
Q2 		$1K Hold
18
– – ﹤0.01% 698
2016
Q1 		$1K Sell
18
-84
-82% -$5.78K ﹤0.01% 713
2015
Q4 		$7K Sell
102
-1
-1% -$70 ﹤0.01% 452
2015
Q3 		$7K Buy
103
+1
+1% +$79 ﹤0.01% 425
2015
Q2 		$9K Sell
102
-92
-47% -$7.85K ﹤0.01% 407
2015
Q1 		$16K Buy
194
+92
+90% +$7.64K ﹤0.01% 346
2014
Q4 		$9K Hold
102
– – ﹤0.01% 371
2014
Q3 		$8K Sell
102
-7
-6% -$542 ﹤0.01% 354
2014
Q2 		$8K Sell
109
-5
-4% -$329 ﹤0.01% 372
2014
Q1 		$7K Buy
114
+11
+11% +$691 ﹤0.01% 379
2013
Q4 		$7K Buy
103
+7
+7% +$452 ﹤0.01% 408
2013
Q3 		$6K Hold
96
– – ﹤0.01% 328
2013
Q2 		$5K Buy
+96
New +$5.43K ﹤0.01% 311

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 22.9% 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

Gradient Investments's TWX Position: Q2 2018 in Review

Gradient Investments sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 118 shares — an estimated $11K sold.

Gradient Investments first reported a position in TWX in Q2 2013 and held it in 19 quarters. The position peaked at $16K in Q1 2015. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Gradient Investments reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Gradient Investments sold 118 Time Warner Inc shares in Q2 2018, an estimated $11K.
  • Gradient Investments first reported a position in Time Warner Inc in Q2 2013 and held it in 19 quarters.
  • Gradient Investments's Time Warner Inc position peaked at $16K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Gradient Investments's 13F filing for Q2 2018, filed 9 Aug 2018.