Taylor Wealth Management Partners’s Air Products & Chemicals APD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-600	Closed	-$98K	–	135
2017 Q4	$98K	Hold	600	–	–	0.04%	83
2017 Q3	$91K	Hold	600	–	–	0.04%	86
2017 Q2	$86K	Hold	600	–	–	0.04%	88
2017 Q1	$81K	Hold	600	–	–	0.04%	93
2016 Q4	$86K	Sell	600 -49	-8%	-$6.86K	0.04%	88
2016 Q3	$90K	Hold	649	–	–	0.04%	78
2016 Q2	$85K	Hold	649	–	–	0.03%	74
2016 Q1	$86K	Buy	+649	New	+$78.5K	0.04%	67

Other funds holding APD

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Taylor Wealth Management Partners sold out of Air Products & Chemicals (APD) in Q1 2018, closing a stake of 600 shares — an estimated $98K sold.

Taylor Wealth Management Partners first reported a position in APD in Q1 2016 and held it in 8 quarters. The position peaked at $98K in Q4 2017. 998 funds tracked by Wall St. Rank hold APD as of Q1 2018.

Taylor Wealth Management Partners reported no remaining Air Products & Chemicals position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 600 Air Products & Chemicals shares in Q1 2018, an estimated $98K.
Taylor Wealth Management Partners first reported a position in Air Products & Chemicals in Q1 2016 and held it in 8 quarters.
Taylor Wealth Management Partners's Air Products & Chemicals position peaked at $98K in Q4 2017.
998 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2018.

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