MSFP
TWX

Mark Sheptoff Financial Planning’s Time Warner Inc TWX Stock Holding History

Mark Sheptoff Financial Planning’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
-8
Closed -$1K – 403
2018
Q1 		$1K Hold
8
– – ﹤0.01% 374
2017
Q4 		$1K Hold
8
– – ﹤0.01% 365
2017
Q3 		$1K Hold
8
– – ﹤0.01% 365
2017
Q2 		$1K Sell
8
-1
-11% -$99 ﹤0.01% 358
2017
Q1 		$1K Buy
9
+1
+13% +$97 ﹤0.01% 359
2016
Q4 		$1K Hold
8
– – ﹤0.01% 351
2016
Q3 		$1K Hold
8
– – ﹤0.01% 345
2016
Q2 		$1K Hold
8
– – ﹤0.01% 340
2016
Q1 		$1K Hold
8
– – ﹤0.01% 345
2015
Q4 		$1K Hold
8
– – ﹤0.01% 376
2015
Q3 		$1K Hold
8
– – ﹤0.01% 390
2015
Q2 		$1K Hold
8
– – ﹤0.01% 383
2015
Q1 		$1K Hold
8
– – ﹤0.01% 328
2014
Q4 		$1K Hold
8
– – ﹤0.01% 322
2014
Q3 		$1K Hold
8
– – ﹤0.01% 332
2014
Q2 		$1K Hold
8
– – ﹤0.01% 337
2014
Q1 		$1K Buy
+8
New +$502 ﹤0.01% 351

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

Mark Sheptoff Financial Planning's TWX Position: Q2 2018 in Review

Mark Sheptoff Financial Planning sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 8 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in TWX in Q1 2014 and held it in 17 quarters. The position peaked at $1K in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Mark Sheptoff Financial Planning reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 8 Time Warner Inc shares in Q2 2018, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Time Warner Inc in Q1 2014 and held it in 17 quarters.
  • Mark Sheptoff Financial Planning's Time Warner Inc position peaked at $1K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2018, filed 9 Aug 2018.