OIA
TWX

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

Optimum 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
-2,921
Closed -$276K – 1109
2018
Q1 		$276K Buy
2,921
+5
+0.2% +$471 0.08% 241
2017
Q4 		$267K Buy
2,916
+104
+4% +$9.82K 0.08% 250
2017
Q3 		$288K Buy
2,812
+4
+0.1% +$406 0.1% 231
2017
Q2 		$282K Buy
2,808
+4
+0.1% +$396 0.1% 229
2017
Q1 		$274K Buy
2,804
+4
+0.1% +$387 0.1% 231
2016
Q4 		$270K Buy
+2,800
New +$249K 0.1% 228
2015
Q1 		$5K Hold
55
– – ﹤0.01% 897
2014
Q4 		$5K Sell
55
-133
-71% -$10.6K ﹤0.01% 925
2014
Q3 		$14K Hold
188
– – ﹤0.01% 714
2014
Q2 		$13K Sell
188
-8
-4% -$526 ﹤0.01% 740
2014
Q1 		$12K Hold
196
– – ﹤0.01% 579
2013
Q4 		$13K Sell
196
-137
-41% -$8.86K ﹤0.01% 581
2013
Q3 		$21K Buy
+333
New +$19.9K 0.01% 489

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

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

Optimum Investment Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 2,921 shares — an estimated $276K sold.

Optimum Investment Advisors first reported a position in TWX in Q3 2013 and held it in 13 quarters. The position peaked at $288K in Q3 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Optimum Investment Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,921 Time Warner Inc shares in Q2 2018, an estimated $276K.
  • Optimum Investment Advisors first reported a position in Time Warner Inc in Q3 2013 and held it in 13 quarters.
  • Optimum Investment Advisors's Time Warner Inc position peaked at $288K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.