MWM
TWX

MinichMacGregor Wealth Management’s Time Warner Inc TWX Stock Holding History

MinichMacGregor Wealth Management’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
-45
Closed -$4K – 618
2018
Q1 		$4K Hold
45
– – ﹤0.01% 398
2017
Q4 		$4K Hold
45
– – ﹤0.01% 390
2017
Q3 		$4K Hold
45
– – ﹤0.01% 368
2017
Q2 		$4K Sell
45
-3
-6% -$297 ﹤0.01% 367
2017
Q1 		$4K Sell
48
-6
-11% -$581 ﹤0.01% 363
2016
Q4 		$5K Sell
54
-40
-43% -$3.56K ﹤0.01% 344
2016
Q3 		$7K Buy
94
+2
+2% +$156 0.01% 319
2016
Q2 		$6K Buy
92
+12
+15% +$888 0.01% 318
2016
Q1 		$5K Buy
80
+35
+78% +$2.41K ﹤0.01% 318
2015
Q4 		$3K Buy
+45
New +$3.15K ﹤0.01% 324

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

MinichMacGregor Wealth Management's TWX Position: Q2 2018 in Review

MinichMacGregor Wealth Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 45 shares — an estimated $4K sold.

MinichMacGregor Wealth Management first reported a position in TWX in Q4 2015 and held it in 10 quarters. The position peaked at $7K in Q3 2016. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • MinichMacGregor Wealth Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 45 Time Warner Inc shares in Q2 2018, an estimated $4K.
  • MinichMacGregor Wealth Management first reported a position in Time Warner Inc in Q4 2015 and held it in 10 quarters.
  • MinichMacGregor Wealth Management's Time Warner Inc position peaked at $7K in Q3 2016.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2018, filed 13 Jul 2018.