PO
TWX

Private Ocean’s Time Warner Inc TWX Stock Holding History

Private Ocean’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
-83
Closed -$7K – 410
2018
Q1 		$7K Buy
83
+54
+186% +$5.09K ﹤0.01% 327
2017
Q4 		$3K Buy
+29
New +$2.74K ﹤0.01% 338
2016
Q1 		– Sell
-66
Closed -$4K – 180
2015
Q4 		$4K Buy
+66
New +$4.61K ﹤0.01% 166
2015
Q1 		– Sell
-83
Closed -$7K – 201
2014
Q4 		$7K Buy
+83
New +$6.62K 0.01% 165
2014
Q1 		– Sell
-94
Closed -$6K – 236
2013
Q4 		$6K Buy
+94
New +$6.08K ﹤0.01% 162

Other funds holding TWX

NC
Numen Capital London, United Kingdom $13.4M 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 $4.96B 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 $638M AUM 27.29% 1-Year Est. Return