LNWWM
TWX

Laird Norton Wetherby Wealth Management’s Time Warner Inc TWX Stock Holding History

Laird Norton Wetherby Wealth Management’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
-12,555
Closed -$1.19M – 673
2018
Q1 		$1.19M Sell
12,555
-231
-2% -$21.8K 0.16% 141
2017
Q4 		$1.17M Sell
12,786
-319
-2% -$30.1K 0.16% 145
2017
Q3 		$1.34M Sell
13,105
-999
-7% -$101K 0.2% 105
2017
Q2 		$1.42M Buy
14,104
+250
+2% +$24.8K 0.24% 87
2017
Q1 		$1.35M Sell
13,854
-748
-5% -$72.4K 0.24% 87
2016
Q4 		$1.41M Sell
14,602
-215
-1% -$19.1K 0.28% 76
2016
Q3 		$1.18M Buy
14,817
+649
+5% +$50.7K 0.24% 91
2016
Q2 		$1.04M Buy
14,168
+2,945
+26% +$218K 0.23% 91
2016
Q1 		$814K Buy
11,223
+1,574
+16% +$108K 0.19% 119
2015
Q4 		$624K Buy
9,649
+320
+3% +$22.4K 0.15% 154
2015
Q3 		$642K Sell
9,329
-1,167
-11% -$91.7K 0.16% 138
2015
Q2 		$917K Sell
10,496
-134
-1% -$11.4K 0.22% 98
2015
Q1 		$897K Buy
10,630
+32
+0.3% +$2.66K 0.22% 97
2014
Q4 		$905K Sell
10,598
-1,313
-11% -$105K 0.23% 91
2014
Q3 		$896K Buy
11,911
+96
+0.8% +$7.44K 0.25% 88
2014
Q2 		$830K Sell
11,815
-833
-7% -$54.8K 0.23% 100
2014
Q1 		$793K Sell
12,648
-562
-4% -$35.3K 0.23% 99
2013
Q4 		$883K Buy
13,210
+510
+4% +$33K 0.25% 94
2013
Q3 		$802K Buy
12,700
+200
+2% +$12K 0.25% 94
2013
Q2 		$693K Buy
+12,500
New +$707K 0.24% 94

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

Laird Norton Wetherby Wealth Management's TWX Position: Q2 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 12,555 shares — an estimated $1.19M sold.

Laird Norton Wetherby Wealth Management first reported a position in TWX in Q2 2013 and held it in 20 quarters. The position peaked at $1.42M in Q2 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 12,555 Time Warner Inc shares in Q2 2018, an estimated $1.19M.
  • Laird Norton Wetherby Wealth Management first reported a position in Time Warner Inc in Q2 2013 and held it in 20 quarters.
  • Laird Norton Wetherby Wealth Management's Time Warner Inc position peaked at $1.42M in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2018, filed 24 Jul 2018.