PFS
TWX

Prospera Financial Services’s Time Warner Inc TWX Stock Holding History

Prospera Financial Services’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
-3,557
Closed -$341K – 482
2018
Q1 		$341K Buy
3,557
+456
+15% +$43K 0.05% 306
2017
Q4 		$287K Sell
3,101
-1,611
-34% -$152K 0.04% 321
2017
Q3 		$488K Buy
4,712
+45
+1% +$4.56K 0.07% 243
2017
Q2 		$474K Buy
+4,667
New +$462K 0.08% 230

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 $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 $546M AUM 39.63% 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 $680M AUM 30.75% 1-Year Est. Return

Prospera Financial Services's TWX Position: Q2 2018 in Review

Prospera Financial Services sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 3,557 shares — an estimated $341K sold.

Prospera Financial Services first reported a position in TWX in Q2 2017 and held it in 4 quarters. The position peaked at $488K in Q3 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Prospera Financial Services reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Prospera Financial Services sold 3,557 Time Warner Inc shares in Q2 2018, an estimated $341K.
  • Prospera Financial Services first reported a position in Time Warner Inc in Q2 2017 and held it in 4 quarters.
  • Prospera Financial Services's Time Warner Inc position peaked at $488K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Prospera Financial Services's 13F filing for Q2 2018, filed 18 Jul 2018.