VCWA
TWX

Vanguard Capital Wealth Advisors’s Time Warner Inc TWX Stock Holding History

Vanguard Capital 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
-2,681
Closed -$253K – 129
2018
Q1 		$253K Sell
2,681
-269
-9% -$25.4K 0.33% 87
2017
Q4 		$270K Buy
+2,950
New +$279K 0.34% 89

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

Vanguard Capital Wealth Advisors's TWX Position: Q2 2018 in Review

Vanguard Capital Wealth Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 2,681 shares — an estimated $253K sold.

Vanguard Capital Wealth Advisors first reported a position in TWX in Q4 2017 and held it in 2 quarters. The position peaked at $270K in Q4 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Vanguard Capital Wealth Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 2,681 Time Warner Inc shares in Q2 2018, an estimated $253K.
  • Vanguard Capital Wealth Advisors first reported a position in Time Warner Inc in Q4 2017 and held it in 2 quarters.
  • Vanguard Capital Wealth Advisors's Time Warner Inc position peaked at $270K in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.