WIM
TWX

Westside Investment Management’s Time Warner Inc TWX Stock Holding History

Westside Investment 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
-2,896
Closed -$275K – 857
2018
Q1 		$275K Hold
2,896
– – 0.15% 135
2017
Q4 		$270K Hold
2,896
– – 0.15% 134
2017
Q3 		$299K Hold
2,896
– – 0.18% 113
2017
Q2 		$291K Buy
2,896
+71
+3% +$7.03K 0.19% 105
2017
Q1 		$278K Buy
2,825
+2,500
+769% +$242K 0.13% 106
2016
Q4 		$30.4K Buy
+325
New +$28.9K 0.02% 229

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

Westside Investment Management's TWX Position: Q2 2018 in Review

Westside Investment Management sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 2,896 shares — an estimated $275K sold.

Westside Investment Management first reported a position in TWX in Q4 2016 and held it in 6 quarters. The position peaked at $299K in Q3 2017. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • Westside Investment Management reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • Westside Investment Management sold 2,896 Time Warner Inc shares in Q2 2018, an estimated $275K.
  • Westside Investment Management first reported a position in Time Warner Inc in Q4 2016 and held it in 6 quarters.
  • Westside Investment Management's Time Warner Inc position peaked at $299K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on Westside Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.