MLFP
TWX

MPS Loria Financial Planners’s Time Warner Inc TWX Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-212
Closed -$22K – 391
2017
Q2 		$22K Buy
+212
New +$21K 0.01% 222

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Massachusetts Financial Services
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Franklin Resources
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Goldman Sachs
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Capital Research Global Investors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
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MPS Loria Financial Planners's TWX Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Time Warner Inc (TWX) in Q3 2017, closing a stake of 212 shares — an estimated $22K sold.

MPS Loria Financial Planners first reported a position in TWX in Q2 2017 and held it in 1 quarter. The position peaked at $22K in Q2 2017. 1,053 funds tracked by Wall St. Rank hold TWX as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Time Warner Inc position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 212 Time Warner Inc shares in Q3 2017, an estimated $22K.
  • MPS Loria Financial Planners first reported a position in Time Warner Inc in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Time Warner Inc position peaked at $22K in Q2 2017.
  • 1,053 funds tracked by Wall St. Rank held Time Warner Inc as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.