LW
TWX

Linscomb Wealth’s Time Warner Inc TWX Stock Holding History

Linscomb Wealth’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
-3,356
Closed -$317K – 285
2018
Q1 		$317K Buy
3,356
+273
+9% +$25.7K 0.03% 211
2017
Q4 		$282K Buy
3,083
+270
+10% +$25.5K 0.02% 230
2017
Q3 		$288K Sell
2,813
-198
-7% -$20.1K 0.02% 216
2017
Q2 		$302K Sell
3,011
-51
-2% -$5.05K 0.03% 209
2017
Q1 		$299K Buy
3,062
+47
+2% +$4.55K 0.03% 205
2016
Q4 		$291K Buy
3,015
+178
+6% +$15.8K 0.03% 211
2016
Q3 		$226K Buy
2,837
+73
+3% +$5.7K 0.02% 230
2016
Q2 		$203K Buy
+2,764
New +$204K 0.02% 239

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

Linscomb Wealth's TWX Position: Q2 2018 in Review

Linscomb Wealth sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 3,356 shares — an estimated $317K sold.

Linscomb Wealth first reported a position in TWX in Q2 2016 and held it in 8 quarters. The position peaked at $317K in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Linscomb Wealth reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Linscomb Wealth sold 3,356 Time Warner Inc shares in Q2 2018, an estimated $317K.
  • Linscomb Wealth first reported a position in Time Warner Inc in Q2 2016 and held it in 8 quarters.
  • Linscomb Wealth's Time Warner Inc position peaked at $317K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Linscomb Wealth's 13F filing for Q2 2018, filed 7 Aug 2018.