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 $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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