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	–	508
2014 Q2	$29K	Buy	+412	New	+$27.1K	0.01%	233

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 22.96% 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

JFS Wealth Advisors's TWX Position: Q2 2018 in Review

JFS Wealth Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 573 shares — an estimated $54K sold.

JFS Wealth Advisors first reported a position in TWX in Q2 2014 and held it in 12 quarters. The position peaked at $211K in Q2 2016. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

JFS Wealth Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
JFS Wealth Advisors sold 573 Time Warner Inc shares in Q2 2018, an estimated $54K.
JFS Wealth Advisors first reported a position in Time Warner Inc in Q2 2014 and held it in 12 quarters.
JFS Wealth Advisors's Time Warner Inc position peaked at $211K in Q2 2016.
7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on JFS Wealth Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.