WCM
TWX

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

Wealthcare Capital Management’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
-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

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

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.