LWCFA
TWX

Loring Wolcott & Coolidge Fiduciary Advisors’s Time Warner Inc TWX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-14
Closed -$1K – 752
2018
Q1 		$1K Sell
14
-900
-98% -$84.8K ﹤0.01% 717
2017
Q4 		$84K Hold
914
– – ﹤0.01% 381
2017
Q3 		$94K Buy
914
+14
+2% +$1.42K ﹤0.01% 367
2017
Q2 		$92K Hold
900
– – ﹤0.01% 368
2017
Q1 		$88K Hold
900
– – ﹤0.01% 368
2016
Q4 		$87K Hold
900
– – ﹤0.01% 348
2016
Q3 		$72K Sell
900
-100
-10% -$7.81K ﹤0.01% 366
2016
Q2 		$74K Buy
1,000
+100
+11% +$7.4K ﹤0.01% 353
2016
Q1 		$65K Sell
900
-56
-6% -$3.86K ﹤0.01% 362
2015
Q4 		$62K Hold
956
– – ﹤0.01% 396
2015
Q3 		$84K Hold
956
– – ﹤0.01% 370
2015
Q2 		$84K Hold
956
– – ﹤0.01% 370
2015
Q1 		$81K Sell
956
-44
-4% -$3.66K ﹤0.01% 387
2014
Q4 		$85K Hold
1,000
– – ﹤0.01% 371
2014
Q3 		$75K Hold
1,000
– – ﹤0.01% 369
2014
Q2 		$70K Buy
1,000
+896
+862% +$58.9K ﹤0.01% 396
2014
Q1 		$7K Hold
104
– – ﹤0.01% 566
2013
Q4 		$7K Buy
+104
New +$6.72K ﹤0.01% 544

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 27.61% 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 $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

Loring Wolcott & Coolidge Fiduciary Advisors's TWX Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 14 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TWX in Q4 2013 and held it in 18 quarters. The position peaked at $94K in Q3 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 14 Time Warner Inc shares in Q2 2018, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Time Warner Inc in Q4 2013 and held it in 18 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Time Warner Inc position peaked at $94K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.