TW
TWX

Transform Wealth’s Time Warner Inc TWX Stock Holding History

Transform Wealth’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
-23,829
Closed -$2.25M – 239
2018
Q1 		$2.25M Buy
23,829
+4,400
+23% +$415K 0.43% 83
2017
Q4 		$1.78M Buy
+19,429
New +$1.84M 0.33% 100

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

Transform Wealth's TWX Position: Q2 2018 in Review

Transform Wealth sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 23,829 shares — an estimated $2.25M sold.

Transform Wealth first reported a position in TWX in Q4 2017 and held it in 2 quarters. The position peaked at $2.25M in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Transform Wealth reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Transform Wealth sold 23,829 Time Warner Inc shares in Q2 2018, an estimated $2.25M.
  • Transform Wealth first reported a position in Time Warner Inc in Q4 2017 and held it in 2 quarters.
  • Transform Wealth's Time Warner Inc position peaked at $2.25M in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Transform Wealth's 13F filing for Q2 2018, filed 3 Aug 2018.