KF
TWX

Krilogy Financial’s Time Warner Inc TWX Stock Holding History

Krilogy Financial’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
-259
Closed -$24K – 771
2018
Q1 		$24K Buy
259
+16
+7% +$1.51K 0.01% 426
2017
Q4 		$22K Hold
243
– – 0.01% 423
2017
Q3 		$25K Buy
243
+15
+7% +$1.52K 0.01% 453
2017
Q2 		$23K Hold
228
– – 0.01% 426
2017
Q1 		$22K Hold
228
– – 0.01% 409
2016
Q4 		$22K Hold
228
– – 0.01% 409
2016
Q3 		$18K Sell
228
-407
-64% -$31.8K 0.01% 455
2016
Q2 		$47K Buy
635
+1
+0.2% +$74 0.02% 311
2016
Q1 		$46K Buy
+634
New +$43.7K 0.02% 275
2015
Q4 		– Sell
-445
Closed -$31K – 631
2015
Q3 		$31K Buy
+445
New +$35K 0.01% 260

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