Lake Street Advisors Group’s Time Warner Inc TWX Stock Holding History

Lake Street Advisors Group’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	-5,355	Closed	-$507K	–	357
2018 Q1	$507K	Buy	5,355 +110	+2%	+$10.4K	0.06%	133
2017 Q4	$480K	Buy	+5,245	New	+$496K	0.05%	149

Other funds holding TWX

Numen Capital London, United Kingdom $13.5M AUM 47.6% 1-Year Est. Return

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

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

NuWave Investment Management Parsippany, New Jersey $87.2M AUM 38.54% 1-Year Est. Return

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Lake Street Advisors Group's TWX Position: Q2 2018 in Review

Lake Street Advisors Group sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 5,355 shares — an estimated $507K sold.

Lake Street Advisors Group first reported a position in TWX in Q4 2017 and held it in 2 quarters. The position peaked at $507K in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

Lake Street Advisors Group reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
Lake Street Advisors Group sold 5,355 Time Warner Inc shares in Q2 2018, an estimated $507K.
Lake Street Advisors Group first reported a position in Time Warner Inc in Q4 2017 and held it in 2 quarters.
Lake Street Advisors Group's Time Warner Inc position peaked at $507K in Q1 2018.
7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Lake Street Advisors Group's 13F filing for Q2 2018, filed 15 Aug 2018.