Taylor Wealth Management Partners’s Boeing BA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-208	Closed	-$67K	–	56
2018 Q4	$67K	Sell	208 -350	-63%	-$121K	0.04%	56
2018 Q3	$208K	Buy	558 +15	+3%	+$5.27K	0.09%	55
2018 Q2	$182K	Hold	543	–	–	0.08%	52
2018 Q1	$178K	Sell	543 -75	-12%	-$25.3K	0.09%	51
2017 Q4	$182K	Sell	618 -300	-33%	-$81.2K	0.08%	63
2017 Q3	$233K	Hold	918	–	–	0.1%	59
2017 Q2	$182K	Hold	918	–	–	0.08%	64
2017 Q1	$162K	Buy	918 +350	+62%	+$59.6K	0.07%	68
2016 Q4	$88K	Sell	568 -148	-21%	-$21.6K	0.04%	85
2016 Q3	$94K	Hold	716	–	–	0.04%	76
2016 Q2	$93K	Hold	716	–	–	0.04%	71
2016 Q1	$91K	Buy	716 +525	+275%	+$65.1K	0.04%	62
2015 Q4	$28K	Sell	191 -48	-20%	-$6.91K	0.01%	88
2015 Q3	$31K	Buy	239 +63	+36%	+$8.74K	0.02%	87
2015 Q2	$24K	Hold	176	–	–	0.01%	119
2015 Q1	$26K	Buy	+176	New	+$25.6K	0.01%	100

Other funds holding BA

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Taylor Wealth Management Partners sold out of Boeing (BA) in Q1 2019, closing a stake of 208 shares — an estimated $67K sold.

Taylor Wealth Management Partners first reported a position in BA in Q1 2015 and held it in 16 quarters. The position peaked at $233K in Q3 2017. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Boeing position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 208 Boeing shares in Q1 2019, an estimated $67K.
Taylor Wealth Management Partners first reported a position in Boeing in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Boeing position peaked at $233K in Q3 2017.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2019.

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