WIA
TWX

Wealthstreet Investment Advisors’s Time Warner Inc TWX Stock Holding History

Wealthstreet Investment 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
-17,490
Closed -$1.65M – 352
2018
Q1 		$1.65M Sell
17,490
-100
-0.6% -$9.42K 0.21% 114
2017
Q4 		$1.61M Buy
+17,590
New +$1.66M 0.19% 119

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 22.96% 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

Wealthstreet Investment Advisors's TWX Position: Q2 2018 in Review

Wealthstreet Investment Advisors sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 17,490 shares — an estimated $1.65M sold.

Wealthstreet Investment Advisors first reported a position in TWX in Q4 2017 and held it in 2 quarters. The position peaked at $1.65M in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Wealthstreet Investment Advisors reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 17,490 Time Warner Inc shares in Q2 2018, an estimated $1.65M.
  • Wealthstreet Investment Advisors first reported a position in Time Warner Inc in Q4 2017 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's Time Warner Inc position peaked at $1.65M in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.