TPWA
TWX

TRUE Private Wealth Advisors’s Time Warner Inc TWX Stock Holding History

TRUE Private Wealth 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
-5,264
Closed -$497K – 277
2018
Q1 		$497K Hold
5,264
– – 0.09% 135
2017
Q4 		$481K Buy
5,264
+20
+0.4% +$1.89K 0.08% 134
2017
Q3 		$537K Sell
5,244
-129
-2% -$13.1K 0.12% 83
2017
Q2 		$539K Buy
5,373
+125
+2% +$12.4K 0.12% 80
2017
Q1 		$516K Sell
5,248
-137
-3% -$13.3K 0.12% 79
2016
Q4 		$520K Buy
5,385
+125
+2% +$11.1K 0.13% 79
2016
Q3 		$417K Sell
5,260
-139
-3% -$10.9K 0.13% 83
2016
Q2 		$397K Sell
5,399
-10
-0.2% -$740 0.13% 82
2016
Q1 		$392K Buy
+5,409
New +$372K 0.15% 73

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 22.9% 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

TRUE Private Wealth Advisors's TWX Position: Q2 2018 in Review

TRUE Private Wealth Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 5,264 shares — an estimated $497K sold.

TRUE Private Wealth Advisors first reported a position in TWX in Q1 2016 and held it in 9 quarters. The position peaked at $539K in Q2 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • TRUE Private Wealth Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 5,264 Time Warner Inc shares in Q2 2018, an estimated $497K.
  • TRUE Private Wealth Advisors first reported a position in Time Warner Inc in Q1 2016 and held it in 9 quarters.
  • TRUE Private Wealth Advisors's Time Warner Inc position peaked at $539K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2018, filed 13 Jul 2018.