Valeo Financial Advisors’s Time Warner Inc TWX Stock Holding History

Valeo Financial 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	-20,397	Closed	-$1.93M	–	1829
2018 Q1	$1.93M	Buy	20,397 +7,430	+57%	+$700K	0.31%	61
2017 Q4	$1.19M	Buy	12,967 +9,475	+271%	+$895K	0.19%	91
2017 Q3	$358K	Buy	+3,492	New	+$354K	0.08%	155

Other funds holding TWX

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Valeo Financial Advisors's TWX Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 20,397 shares — an estimated $1.93M sold.

Valeo Financial Advisors first reported a position in TWX in Q3 2017 and held it in 3 quarters. The position peaked at $1.93M in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

Valeo Financial Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
Valeo Financial Advisors sold 20,397 Time Warner Inc shares in Q2 2018, an estimated $1.93M.
Valeo Financial Advisors first reported a position in Time Warner Inc in Q3 2017 and held it in 3 quarters.
Valeo Financial Advisors's Time Warner Inc position peaked at $1.93M in Q1 2018.
7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.