SLF
TWX

Sun Life Financial’s Time Warner Inc TWX Stock Holding History

Sun Life Financial’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
-995
Closed -$10.5K – 633
2018
Q1 		$10.5K Sell
995
-7,518
-88% -$708K 0.09% 99
2017
Q4 		$779K Sell
8,513
-5,359
-39% -$506K 0.08% 97
2017
Q3 		$1.42M Sell
13,872
-2,466
-15% -$250K 0.14% 61
2017
Q2 		$1.64M Buy
16,338
+16,297
+39,749% +$1.61M 0.18% 50
2017
Q1 		$417 Buy
+41
New +$3.97K ﹤0.01% 190

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

Sun Life Financial's TWX Position: Q2 2018 in Review

Sun Life Financial sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 995 shares — an estimated $10.5K sold.

Sun Life Financial first reported a position in TWX in Q1 2017 and held it in 5 quarters. The position peaked at $1.64M in Q2 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Sun Life Financial reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Sun Life Financial sold 995 Time Warner Inc shares in Q2 2018, an estimated $10.5K.
  • Sun Life Financial first reported a position in Time Warner Inc in Q1 2017 and held it in 5 quarters.
  • Sun Life Financial's Time Warner Inc position peaked at $1.64M in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Sun Life Financial's 13F filing for Q2 2018, filed 9 Aug 2018.