Wealthcare Capital Management’s Time Warner Inc TWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-40
Closed -$4K 207
2018
Q1
$4K Hold
40
﹤0.01% 168
2017
Q4
$4K Hold
40
﹤0.01% 165
2017
Q3
$4K Hold
40
﹤0.01% 154
2017
Q2
$4K Hold
40
﹤0.01% 148
2017
Q1
$4K Hold
40
﹤0.01% 150
2016
Q4
$4K Hold
40
﹤0.01% 151
2016
Q3
$3K Hold
40
﹤0.01% 164
2016
Q2
$3K Hold
40
﹤0.01% 161
2016
Q1
$3K Hold
40
﹤0.01% 172
2015
Q4
$3K Hold
40
﹤0.01% 185
2015
Q3
$3K Sell
40
-163
-80% -$12.8K ﹤0.01% 205
2015
Q2
$18K Sell
203
-565
-74% -$48.2K ﹤0.01% 160
2015
Q1
$65K Buy
+768
New +$63.8K 0.01% 199
2014
Q2
Sell
-3
Closed 171
2014
Q1
$0 Hold
3
﹤0.01% 171
2013
Q4
$0 Hold
3
﹤0.01% 128
2013
Q3
$0 Hold
3
﹤0.01% 131
2013
Q2
$0 Buy
+3
New +$170 ﹤0.01% 129

Other funds holding TWX

Wealthcare Capital Management's TWX Position: Q2 2018 in Review

Wealthcare Capital Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 40 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in TWX in Q2 2013 and held it in 17 quarters. The position peaked at $65K in Q1 2015. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Wealthcare Capital Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Wealthcare Capital Management sold 40 Time Warner Inc shares in Q2 2018, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Time Warner Inc in Q2 2013 and held it in 17 quarters.
  • Wealthcare Capital Management's Time Warner Inc position peaked at $65K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

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