LFG
TWX

LifePlan Financial Group’s Time Warner Inc TWX Stock Holding History

LifePlan Financial 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
-375
Closed -$35K – 550
2018
Q1 		$35K Buy
+375
New +$35.3K 0.02% 268

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 $424B AUM 22.96% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 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 $680M AUM 30.75% 1-Year Est. Return

LifePlan Financial Group's TWX Position: Q2 2018 in Review

LifePlan Financial Group sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 375 shares — an estimated $35K sold.

LifePlan Financial Group first reported a position in TWX in Q1 2018 and held it in 1 quarter. The position peaked at $35K in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • LifePlan Financial Group reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • LifePlan Financial Group sold 375 Time Warner Inc shares in Q2 2018, an estimated $35K.
  • LifePlan Financial Group first reported a position in Time Warner Inc in Q1 2018 and held it in 1 quarter.
  • LifePlan Financial Group's Time Warner Inc position peaked at $35K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on LifePlan Financial Group's 13F filing for Q2 2018, filed 25 Jul 2018.