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 $13.4M 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 $374B AUM 17.66% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $4.96B 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 $638M AUM 27.29% 1-Year Est. Return