HFP
TWX

Holistic Financial Partners’s Time Warner Inc TWX Stock Holding History

Holistic Financial Partners’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
-93
Closed -$9K – 426
2018
Q1 		$9K Sell
93
-131
-58% -$12.3K 0.01% 328
2017
Q4 		$20K Buy
+224
New +$21.2K 0.02% 282

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

Holistic Financial Partners's TWX Position: Q2 2018 in Review

Holistic Financial Partners sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 93 shares — an estimated $9K sold.

Holistic Financial Partners first reported a position in TWX in Q4 2017 and held it in 2 quarters. The position peaked at $20K in Q4 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Holistic Financial Partners reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 93 Time Warner Inc shares in Q2 2018, an estimated $9K.
  • Holistic Financial Partners first reported a position in Time Warner Inc in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Time Warner Inc position peaked at $20K in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.