Taylor Wealth Management Partners’s Artivion AORT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-233	Closed	-$7K	–	51
2018 Q4	$7K	Hold	233	–	–	﹤0.01%	94
2018 Q3	$8K	Hold	233	–	–	﹤0.01%	106
2018 Q2	$6K	Hold	233	–	–	﹤0.01%	122
2018 Q1	$5K	Hold	233	–	–	﹤0.01%	118
2017 Q4	$4K	Hold	233	–	–	﹤0.01%	144
2017 Q3	$5K	Hold	233	–	–	﹤0.01%	145
2017 Q2	$5K	Hold	233	–	–	﹤0.01%	146
2017 Q1	$4K	Hold	233	–	–	﹤0.01%	145
2016 Q4	$4K	Sell	233 -489	-68%	-$8.91K	﹤0.01%	148
2016 Q3	$13K	Hold	722	–	–	0.01%	120
2016 Q2	$9K	Hold	722	–	–	﹤0.01%	121
2016 Q1	$8K	Hold	722	–	–	﹤0.01%	123
2015 Q4	$8K	Sell	722 -270	-27%	-$2.83K	﹤0.01%	117
2015 Q3	$10K	Buy	992 +220	+28%	+$2.3K	﹤0.01%	121
2015 Q2	$9K	Hold	772	–	–	﹤0.01%	153
2015 Q1	$8K	Buy	+772	New	+$8.51K	﹤0.01%	149

Other funds holding AORT

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Taylor Wealth Management Partners sold out of Artivion (AORT) in Q1 2019, closing a stake of 233 shares — an estimated $7K sold.

Taylor Wealth Management Partners first reported a position in AORT in Q1 2015 and held it in 16 quarters. The position peaked at $13K in Q3 2016. 144 funds tracked by Wall St. Rank hold AORT as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Artivion position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 233 Artivion shares in Q1 2019, an estimated $7K.
Taylor Wealth Management Partners first reported a position in Artivion in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Artivion position peaked at $13K in Q3 2016.
144 funds tracked by Wall St. Rank held Artivion as of Q1 2019.

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