Taylor Wealth Management Partners’s Automatic Data Processing ADP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,490	Closed	-$175K	–	134
2017 Q4	$175K	Hold	1,490	–	–	0.07%	66
2017 Q3	$163K	Hold	1,490	–	–	0.07%	69
2017 Q2	$153K	Hold	1,490	–	–	0.07%	69
2017 Q1	$153K	Hold	1,490	–	–	0.07%	70
2016 Q4	$153K	Hold	1,490	–	–	0.07%	65
2016 Q3	$131K	Hold	1,490	–	–	0.06%	61
2016 Q2	$137K	Hold	1,490	–	–	0.05%	55
2016 Q1	$134K	Buy	1,490 +850	+133%	+$71.2K	0.06%	50
2015 Q4	$54K	Hold	640	–	–	0.02%	80
2015 Q3	$51K	Sell	640 -10	-2%	-$801	0.02%	80
2015 Q2	$52K	Buy	+650	New	+$55.4K	0.02%	93

Other funds holding ADP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Taylor Wealth Management Partners's ADP Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of Automatic Data Processing (ADP) in Q1 2018, closing a stake of 1,490 shares — an estimated $175K sold.

Taylor Wealth Management Partners first reported a position in ADP in Q2 2015 and held it in 11 quarters. The position peaked at $175K in Q4 2017. 1,339 funds tracked by Wall St. Rank hold ADP as of Q1 2018.

Taylor Wealth Management Partners reported no remaining Automatic Data Processing position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 1,490 Automatic Data Processing shares in Q1 2018, an estimated $175K.
Taylor Wealth Management Partners first reported a position in Automatic Data Processing in Q2 2015 and held it in 11 quarters.
Taylor Wealth Management Partners's Automatic Data Processing position peaked at $175K in Q4 2017.
1,339 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.