OIA
TWX

OneDigital Investment Advisors’s Time Warner Inc TWX Stock Holding History

OneDigital 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
-333
Closed -$31K – 1399
2018
Q1 		$31K Sell
333
-333
-50% -$31.4K 0.01% 657
2017
Q4 		$60K Buy
666
+333
+100% +$31.5K 0.01% 460
2017
Q3 		$34K Sell
333
-333
-50% -$33.8K 0.01% 480
2017
Q2 		$66K Buy
+666
New +$66K 0.02% 404

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 27.61% 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 $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

OneDigital Investment Advisors's TWX Position: Q2 2018 in Review

OneDigital Investment Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 333 shares — an estimated $31K sold.

OneDigital Investment Advisors first reported a position in TWX in Q2 2017 and held it in 4 quarters. The position peaked at $66K in Q2 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • OneDigital Investment Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 333 Time Warner Inc shares in Q2 2018, an estimated $31K.
  • OneDigital Investment Advisors first reported a position in Time Warner Inc in Q2 2017 and held it in 4 quarters.
  • OneDigital Investment Advisors's Time Warner Inc position peaked at $66K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on OneDigital Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.