WAP
TWX

Wealthcare Advisory Partners’s Time Warner Inc TWX Stock Holding History

Wealthcare Advisory Partners’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
-573
Closed -$54K – 1365
2018
Q1 		$54K Sell
573
-433
-43% -$40.8K 0.01% 387
2017
Q4 		$92K Buy
1,006
+719
+251% +$67.9K 0.02% 275
2017
Q3 		$29K Buy
287
+286
+28,600% +$29K 0.01% 379
2017
Q2 		$0 Hold
1
– – ﹤0.01% 153
2017
Q1 		$0 Hold
1
– – ﹤0.01% 153
2016
Q4 		$0 Hold
1
– – ﹤0.01% 138
2016
Q3 		$0 Hold
1
– – ﹤0.01% 145
2016
Q2 		$0 Buy
+1
New +$74 ﹤0.01% 145

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

Wealthcare Advisory Partners's TWX Position: Q2 2018 in Review

Wealthcare Advisory Partners sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 573 shares — an estimated $54K sold.

Wealthcare Advisory Partners first reported a position in TWX in Q2 2016 and held it in 8 quarters. The position peaked at $92K in Q4 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Wealthcare Advisory Partners reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 573 Time Warner Inc shares in Q2 2018, an estimated $54K.
  • Wealthcare Advisory Partners first reported a position in Time Warner Inc in Q2 2016 and held it in 8 quarters.
  • Wealthcare Advisory Partners's Time Warner Inc position peaked at $92K in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2018, filed 14 Aug 2018.