TA
TWX

Tiedemann Advisors’s Time Warner Inc TWX Stock Holding History

Tiedemann Advisors’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
-3,802
Closed -$359K – 314
2018
Q1 		$359K Sell
3,802
-6
-0.2% -$565 0.02% 221
2017
Q4 		$347K Sell
3,808
-4,628
-55% -$437K 0.03% 179
2017
Q3 		$764K Sell
8,436
-10,907
-56% -$1.11M 0.07% 172
2017
Q2 		$1.94M Buy
19,343
+5,611
+41% +$556K 0.14% 126
2017
Q1 		$1.34M Buy
13,732
+4,056
+42% +$393K 0.11% 149
2016
Q4 		$934K Buy
9,676
+4,272
+79% +$380K 0.09% 158
2016
Q3 		$471K Buy
+5,404
New +$422K 0.1% 97

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NC
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LTFS
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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
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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