MGIA
TWX

Moneta Group Investment Advisors’s Time Warner Inc TWX Stock Holding History

Moneta Group Investment 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
-1,807
Closed -$171K – 690
2018
Q1 		$171K Buy
1,807
+205
+13% +$19.3K 0.02% 211
2017
Q4 		$147K Buy
+1,602
New +$151K 0.02% 214
2015
Q4 		– Sell
-1,000
Closed -$69K – 488
2015
Q3 		$69K Buy
+1,000
New +$78.6K 0.02% 206

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 $374B AUM 17.66% 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

Moneta Group Investment Advisors's TWX Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 1,807 shares — an estimated $171K sold.

Moneta Group Investment Advisors first reported a position in TWX in Q3 2015 and held it in 3 quarters. The position peaked at $171K in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,807 Time Warner Inc shares in Q2 2018, an estimated $171K.
  • Moneta Group Investment Advisors first reported a position in Time Warner Inc in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Time Warner Inc position peaked at $171K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.