JWA
TWX

JFS Wealth Advisors’s Time Warner Inc TWX Stock Holding History

JFS Wealth 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
-573
Closed -$54K – 571
2018
Q1 		$54K Hold
573
– – 0.01% 240
2017
Q4 		$52K Hold
573
– – 0.01% 251
2017
Q3 		$59K Hold
573
– – 0.02% 229
2017
Q2 		$58K Hold
573
– – 0.02% 213
2017
Q1 		$55K Hold
573
– – 0.01% 218
2016
Q4 		$55K Hold
573
– – 0.01% 218
2016
Q3 		$46K Sell
573
-2,300
-80% -$180K 0.01% 248
2016
Q2 		$211K Buy
2,873
+2,600
+952% +$192K 0.06% 152
2016
Q1 		$20K Hold
273
– – 0.01% 323
2015
Q4 		$18K Hold
273
– – 0.01% 336
2015
Q3 		$19K Buy
+273
New +$21.4K 0.01% 281
2014
Q3 		– Sell
-412
Closed -$29K – 513
2014
Q2 		$29K Buy
+412
New +$27.1K 0.01% 233

Other funds holding TWX

NC
Numen Capital London, United Kingdom $13.4M 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 $4.96B 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 $638M AUM 27.29% 1-Year Est. Return