OFW
TWX

Omnia Family Wealth’s Time Warner Inc TWX Stock Holding History

Omnia Family Wealth’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
-157
Closed -$15K – 633
2018
Q1 		$15K Sell
157
-142
-47% -$13.4K 0.01% 230
2017
Q4 		$27K Buy
299
+129
+76% +$12.2K 0.01% 203
2017
Q3 		$17K Sell
170
-66
-28% -$6.69K 0.01% 223
2017
Q2 		$24K Buy
236
+44
+23% +$4.36K 0.01% 206
2017
Q1 		$19K Hold
192
– – 0.01% 216
2016
Q4 		$19K Buy
+192
New +$17.1K 0.01% 222

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

Omnia Family Wealth's TWX Position: Q2 2018 in Review

Omnia Family Wealth sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 157 shares — an estimated $15K sold.

Omnia Family Wealth first reported a position in TWX in Q4 2016 and held it in 6 quarters. The position peaked at $27K in Q4 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Omnia Family Wealth reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 157 Time Warner Inc shares in Q2 2018, an estimated $15K.
  • Omnia Family Wealth first reported a position in Time Warner Inc in Q4 2016 and held it in 6 quarters.
  • Omnia Family Wealth's Time Warner Inc position peaked at $27K in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Omnia Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.