Taylor Wealth Management Partners’s Advent Software Inc ADVS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-2,000	Closed	-$88K	–	195
2015 Q2	$88K	Hold	2,000	–	–	0.03%	74
2015 Q1	$88K	Buy	+2,000	New	+$82.3K	0.03%	65

Taylor Wealth Management Partners's ADVS Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of Advent Software Inc (ADVS) in Q3 2015, closing a stake of 2,000 shares — an estimated $88K sold.

Taylor Wealth Management Partners first reported a position in ADVS in Q1 2015 and held it in 2 quarters. The position peaked at $88K in Q2 2015. 0 funds tracked by Wall St. Rank hold ADVS as of Q3 2015.

Taylor Wealth Management Partners reported no remaining Advent Software Inc position as of Q3 2015 after selling out during the quarter.
Taylor Wealth Management Partners sold 2,000 Advent Software Inc shares in Q3 2015, an estimated $88K.
Taylor Wealth Management Partners first reported a position in Advent Software Inc in Q1 2015 and held it in 2 quarters.
Taylor Wealth Management Partners's Advent Software Inc position peaked at $88K in Q2 2015.
0 funds tracked by Wall St. Rank held Advent Software Inc as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.