SGK
TWX

Steigerwald Gordon & Koch’s Time Warner Inc TWX Stock Holding History

Steigerwald Gordon & Koch’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
-2,266
Closed -$214K – 94
2018
Q1 		$214K Buy
2,266
+1
+0% +$94 0.06% 77
2017
Q4 		$207K Sell
2,265
-1,429
-39% -$135K 0.06% 80
2017
Q3 		$378K Buy
3,694
+1
+0% +$101 0.1% 60
2017
Q2 		$371K Buy
3,693
+1
+0% +$99 0.1% 55
2017
Q1 		$361K Buy
3,692
+102
+3% +$9.87K 0.11% 54
2016
Q4 		$347K Buy
3,590
+511
+17% +$45.5K 0.11% 53
2016
Q3 		$245K Buy
3,079
+1
+0% +$78 0.09% 61
2016
Q2 		$226K Buy
+3,078
New +$228K 0.08% 60

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