IHT Wealth Management
TWX

IHT Wealth Management’s Time Warner Inc TWX Stock Holding History

IHT Wealth 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
-544
Closed -$52K – 1621
2018
Q1 		$52K Sell
544
-23
-4% -$2.17K 0.01% 668
2017
Q4 		$53K Buy
567
+31
+6% +$2.93K 0.01% 687
2017
Q3 		$55K Sell
536
-272
-34% -$27.6K 0.02% 496
2017
Q2 		$335K Buy
808
+400
+98% +$39.6K 0.16% 152
2017
Q1 		$40K Buy
408
+55
+16% +$5.32K 0.03% 477
2016
Q4 		$34K Buy
+353
New +$31.4K 0.03% 485

Other funds holding TWX

NC
Numen Capital London, United Kingdom $13.5M AUM 47.6% 1-Year Est. Return
Ladenburg Thalmann Financial Services
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

IHT Wealth Management's TWX Position: Q2 2018 in Review

IHT Wealth Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 544 shares — an estimated $52K sold.

IHT Wealth Management first reported a position in TWX in Q4 2016 and held it in 6 quarters. The position peaked at $335K in Q2 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • IHT Wealth Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 544 Time Warner Inc shares in Q2 2018, an estimated $52K.
  • IHT Wealth Management first reported a position in Time Warner Inc in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Time Warner Inc position peaked at $335K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.