McKinley Carter Wealth Services’s Time Warner Inc TWX Stock Holding History

McKinley Carter Wealth Services’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	-1,350	Closed	-$128K	–	432
2018 Q1	$128K	Buy	+1,350	New	+$127K	0.04%	196

Other funds holding TWX

Numen Capital London, United Kingdom $13.5M AUM 47.6% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

McKinley Carter Wealth Services's TWX Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 1,350 shares — an estimated $128K sold.

McKinley Carter Wealth Services first reported a position in TWX in Q1 2018 and held it in 1 quarter. The position peaked at $128K in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

McKinley Carter Wealth Services reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 1,350 Time Warner Inc shares in Q2 2018, an estimated $128K.
McKinley Carter Wealth Services first reported a position in Time Warner Inc in Q1 2018 and held it in 1 quarter.
McKinley Carter Wealth Services's Time Warner Inc position peaked at $128K in Q1 2018.
7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.