Independent Advisor Alliance’s Time Warner Inc TWX Stock Holding History

Independent Advisor Alliance’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	-2,390	Closed	-$227K	–	392
2018 Q1	$227K	Buy	+2,390	New	+$225K	0.05%	295
2017 Q2	–	Sell	-2,315	Closed	-$228K	–	436
2017 Q1	$228K	Buy	+2,315	New	+$224K	0.04%	351

Other funds holding TWX

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Independent Advisor Alliance's TWX Position: Q2 2018 in Review

Independent Advisor Alliance sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 2,390 shares — an estimated $227K sold.

Independent Advisor Alliance first reported a position in TWX in Q1 2017 and held it in 2 quarters. The position peaked at $228K in Q1 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

Independent Advisor Alliance reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
Independent Advisor Alliance sold 2,390 Time Warner Inc shares in Q2 2018, an estimated $227K.
Independent Advisor Alliance first reported a position in Time Warner Inc in Q1 2017 and held it in 2 quarters.
Independent Advisor Alliance's Time Warner Inc position peaked at $228K in Q1 2017.
7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Independent Advisor Alliance's 13F filing for Q2 2018, filed 8 Aug 2018.