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 $13.4M 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