SPIA
TWX

Steward Partners Investment Advisory’s Time Warner Inc TWX Stock Holding History

Steward Partners Investment Advisory’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
-29,790
Closed -$2.82M – 2624
2018
Q1 		$2.82M Buy
29,790
+6,610
+29% +$623K 0.19% 118
2017
Q4 		$2.12M Buy
23,180
+9,035
+64% +$854K 0.16% 144
2017
Q3 		$1.45M Buy
14,145
+303
+2% +$30.7K 0.15% 145
2017
Q2 		$1.39M Buy
13,842
+9,770
+240% +$968K 0.16% 142
2017
Q1 		$397K Buy
4,072
+1,265
+45% +$122K 0.06% 225
2016
Q4 		$270K Buy
+2,807
New +$250K 0.12% 147

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

Steward Partners Investment Advisory's TWX Position: Q2 2018 in Review

Steward Partners Investment Advisory sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 29,790 shares — an estimated $2.82M sold.

Steward Partners Investment Advisory first reported a position in TWX in Q4 2016 and held it in 6 quarters. The position peaked at $2.82M in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Steward Partners Investment Advisory reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 29,790 Time Warner Inc shares in Q2 2018, an estimated $2.82M.
  • Steward Partners Investment Advisory first reported a position in Time Warner Inc in Q4 2016 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Time Warner Inc position peaked at $2.82M in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2018, filed 20 Jul 2018.