JMPWA
TWX

JP Morgan Private Wealth Advisors’s Time Warner Inc TWX Stock Holding History

JP Morgan Private 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
-36,945
Closed -$3.5M – 1558
2018
Q1 		$3.5M Buy
36,945
+4,329
+13% +$408K 0.02% 384
2017
Q4 		$2.98M Sell
32,616
-2,512
-7% -$237K 0.02% 413
2017
Q3 		$3.6M Sell
35,128
-548
-2% -$55.6K 0.03% 368
2017
Q2 		$3.58M Sell
35,676
-389
-1% -$38.5K 0.03% 354
2017
Q1 		$3.52M Buy
36,065
+2,400
+7% +$232K 0.03% 361
2016
Q4 		$3.25M Sell
33,665
-9,588
-22% -$854K 0.03% 352
2016
Q3 		$3.44M Sell
43,253
-7,660
-15% -$598K 0.03% 336
2016
Q2 		$3.74M Sell
50,913
-7,116
-12% -$526K 0.04% 316
2016
Q1 		$4.21M Buy
58,029
+26,171
+82% +$1.8M 0.04% 272
2015
Q4 		$2.06M Buy
31,858
+3,775
+13% +$264K 0.02% 364
2015
Q3 		$1.93M Sell
28,083
-18,007
-39% -$1.41M 0.02% 340
2015
Q2 		$4.03M Sell
46,090
-174
-0.4% -$14.8K 0.05% 268
2015
Q1 		$3.91M Buy
46,264
+999
+2% +$83K 0.04% 274
2014
Q4 		$3.87M Buy
45,265
+5,863
+15% +$467K 0.05% 276
2014
Q3 		$2.96M Buy
39,402
+1,238
+3% +$95.9K 0.04% 312
2014
Q2 		$2.68M Sell
38,164
-2,617
-6% -$172K 0.05% 257
2014
Q1 		$2.56M Buy
40,781
+32,353
+384% +$2.03M 0.05% 258
2013
Q4 		$563K Sell
8,428
-45
-0.5% -$2.91K 0.01% 432
2013
Q3 		$535K Buy
8,473
+46
+0.5% +$2.75K 0.01% 424
2013
Q2 		$467K Buy
+8,427
New +$477K 0.01% 420

Other funds holding TWX

NC
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B 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 $640M AUM 27.29% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TWX Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 36,945 shares — an estimated $3.5M sold.

JP Morgan Private Wealth Advisors first reported a position in TWX in Q2 2013 and held it in 20 quarters. The position peaked at $4.21M in Q1 2016. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 36,945 Time Warner Inc shares in Q2 2018, an estimated $3.5M.
  • JP Morgan Private Wealth Advisors first reported a position in Time Warner Inc in Q2 2013 and held it in 20 quarters.
  • JP Morgan Private Wealth Advisors's Time Warner Inc position peaked at $4.21M in Q1 2016.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.