Taylor Wealth Management Partners’s Accenture ACN Stock Holding History

Taylor Wealth Management Partners’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-10	Closed	-$1K	–	48
2018 Q4	$1K	Sell	10 -12	-55%	-$1.9K	﹤0.01%	123
2018 Q3	$4K	Buy	+22	New	+$3.66K	﹤0.01%	120
2018 Q1	–	Sell	-600	Closed	-$92K	–	133
2017 Q4	$92K	Hold	600	–	–	0.04%	86
2017 Q3	$81K	Hold	600	–	–	0.04%	91
2017 Q2	$74K	Hold	600	–	–	0.03%	94
2017 Q1	$72K	Hold	600	–	–	0.03%	97
2016 Q4	$70K	Hold	600	–	–	0.03%	94
2016 Q3	$73K	Hold	600	–	–	0.03%	83
2016 Q2	$68K	Hold	600	–	–	0.03%	82
2016 Q1	$69K	Hold	600	–	–	0.03%	75
2015 Q4	$63K	Hold	600	–	–	0.03%	74
2015 Q3	$59K	Hold	600	–	–	0.03%	74
2015 Q2	$58K	Buy	+600	New	+$57.3K	0.02%	88

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Taylor Wealth Management Partners's ACN Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Accenture (ACN) in Q1 2019, closing a stake of 10 shares — an estimated $1K sold.

Taylor Wealth Management Partners first reported a position in ACN in Q2 2015 and held it in 13 quarters. The position peaked at $92K in Q4 2017. 1,411 funds tracked by Wall St. Rank hold ACN as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Accenture position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 10 Accenture shares in Q1 2019, an estimated $1K.
Taylor Wealth Management Partners first reported a position in Accenture in Q2 2015 and held it in 13 quarters.
Taylor Wealth Management Partners's Accenture position peaked at $92K in Q4 2017.
1,411 funds tracked by Wall St. Rank held Accenture as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.