JFA
TWX

JNBA Financial Advisors’s Time Warner Inc TWX Stock Holding History

JNBA Financial 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
-254
Closed -$24K – 553
2018
Q1 		$24K Hold
254
– – 0.01% 293
2017
Q4 		$23K Hold
254
– – ﹤0.01% 300
2017
Q3 		$26K Buy
254
+40
+19% +$4.06K 0.01% 279
2017
Q2 		$21K Hold
214
– – ﹤0.01% 286
2017
Q1 		$21K Hold
214
– – 0.01% 290
2016
Q4 		$21K Sell
214
-8,480
-98% -$755K 0.01% 292
2016
Q3 		$692K Buy
8,694
+8,480
+3,963% +$662K 0.1% 69
2016
Q2 		$16K Hold
214
– – ﹤0.01% 311
2016
Q1 		$16K Hold
214
– – 0.01% 310
2015
Q4 		$14K Hold
214
– – 0.01% 320
2015
Q3 		$15K Hold
214
– – 0.01% 313
2015
Q2 		$19K Hold
214
– – 0.01% 289
2015
Q1 		$18K Hold
214
– – 0.01% 305
2014
Q4 		$18K Hold
214
– – 0.01% 302
2014
Q3 		$16K Buy
+214
New +$16.6K 0.01% 315

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

JNBA Financial Advisors's TWX Position: Q2 2018 in Review

JNBA Financial Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 254 shares — an estimated $24K sold.

JNBA Financial Advisors first reported a position in TWX in Q3 2014 and held it in 15 quarters. The position peaked at $692K in Q3 2016. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • JNBA Financial Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 254 Time Warner Inc shares in Q2 2018, an estimated $24K.
  • JNBA Financial Advisors first reported a position in Time Warner Inc in Q3 2014 and held it in 15 quarters.
  • JNBA Financial Advisors's Time Warner Inc position peaked at $692K in Q3 2016.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on JNBA Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.