YWP
TWX

YorkBridge Wealth Partners’s Time Warner Inc TWX Stock Holding History

YorkBridge Wealth Partners’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
-5,695
Closed -$549K – 899
2018
Q1 		$549K Buy
5,695
+280
+5% +$26.4K 0.25% 92
2017
Q4 		$517K Buy
5,415
+422
+8% +$39.9K 0.25% 93
2017
Q3 		$512K Sell
4,993
-319
-6% -$32.4K 0.27% 87
2017
Q2 		$539K Sell
5,312
-171
-3% -$16.9K 0.29% 83
2017
Q1 		$545K Sell
5,483
-1,510
-22% -$146K 0.29% 83
2016
Q4 		$652K Buy
+6,993
New +$623K 0.38% 73

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

YorkBridge Wealth Partners's TWX Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Time Warner Inc (TWX) in Q2 2018, closing a stake of 5,695 shares — an estimated $549K sold.

YorkBridge Wealth Partners first reported a position in TWX in Q4 2016 and held it in 6 quarters. The position peaked at $652K in Q4 2016. 7 funds tracked by Wall St. Rank hold TWX as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Time Warner Inc position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 5,695 Time Warner Inc shares in Q2 2018, an estimated $549K.
  • YorkBridge Wealth Partners first reported a position in Time Warner Inc in Q4 2016 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Time Warner Inc position peaked at $652K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Time Warner Inc as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.