WAS
TWX

WESPAC Advisors SoCal’s Time Warner Inc TWX Stock Holding History

WESPAC Advisors SoCal’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
-199
Closed -$18K – 288
2018
Q1 		$18K Buy
199
+33
+20% +$3.11K 0.01% 174
2017
Q4 		$15K Hold
166
– – 0.01% 173
2017
Q3 		$17K Hold
166
– – 0.01% 178
2017
Q2 		$16K Hold
166
– – 0.01% 169
2017
Q1 		$16.2K Hold
166
– – 0.01% 167
2016
Q4 		$16K Hold
166
– – 0.01% 164
2016
Q3 		$13.2K Hold
166
– – 0.01% 176
2016
Q2 		$12.2K Hold
166
– – 0.01% 191
2016
Q1 		$12K Hold
166
– – 0.01% 189
2015
Q4 		$10K Buy
+166
New +$11.6K 0.01% 195

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

WESPAC Advisors SoCal's TWX Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 199 shares — an estimated $18K sold.

WESPAC Advisors SoCal first reported a position in TWX in Q4 2015 and held it in 10 quarters. The position peaked at $18K in Q1 2018. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 199 Time Warner Inc shares in Q2 2018, an estimated $18K.
  • WESPAC Advisors SoCal first reported a position in Time Warner Inc in Q4 2015 and held it in 10 quarters.
  • WESPAC Advisors SoCal's Time Warner Inc position peaked at $18K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.