IA
TWX

IFP Advisors’s Time Warner Inc TWX Stock Holding History

IFP Advisors’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
-6,541
Closed -$599K – 4204
2018
Q1 		$599K Buy
6,541
+500
+8% +$47.1K 0.03% 554
2017
Q4 		$553K Sell
6,041
-21,097
-78% -$1.99M 0.03% 585
2017
Q3 		$2.78M Sell
27,138
-15
-0.1% -$1.52K 0.11% 199
2017
Q2 		$2.73M Sell
27,153
-733
-3% -$72.6K 0.12% 201
2017
Q1 		$2.73M Buy
27,886
+1,680
+6% +$163K 0.12% 190
2016
Q4 		$2.53M Buy
26,206
+4,963
+23% +$442K 0.12% 187
2016
Q3 		$1.69M Sell
21,243
-374
-2% -$29.2K 0.09% 253
2016
Q2 		$1.59M Buy
+21,617
New +$1.6M 0.09% 252
2016
Q1 		– Sell
-21,916
Closed -$1.42M – 3949
2015
Q4 		$1.42M Buy
+21,916
New +$1.53M 0.1% 229

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

IFP Advisors's TWX Position: Q2 2018 in Review

IFP Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 6,541 shares — an estimated $599K sold.

IFP Advisors first reported a position in TWX in Q4 2015 and held it in 9 quarters. The position peaked at $2.78M in Q3 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • IFP Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 6,541 Time Warner Inc shares in Q2 2018, an estimated $599K.
  • IFP Advisors first reported a position in Time Warner Inc in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's Time Warner Inc position peaked at $2.78M in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.