MYIA
TWX

Mount Yale Investment Advisors’s Time Warner Inc TWX Stock Holding History

Mount Yale 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
-4,165
Closed -$394K – 1038
2018
Q1 		$394K Buy
+4,165
New +$393K 0.08% 216

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

Mount Yale Investment Advisors's TWX Position: Q2 2018 in Review

Mount Yale Investment Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 4,165 shares — an estimated $394K sold.

Mount Yale Investment Advisors first reported a position in TWX in Q1 2018 and held it in 1 quarter. The position peaked at $394K in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,165 Time Warner Inc shares in Q2 2018, an estimated $394K.
  • Mount Yale Investment Advisors first reported a position in Time Warner Inc in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Time Warner Inc position peaked at $394K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2018, filed 22 Aug 2018.