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Taylor Wealth Management Partners’s Cardinal Health CAH Stock Holding History

Taylor Wealth Management Partners’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-600
Closed -$49K – 148
2016
Q1 		$49K Sell
600
-300
-33% -$24.4K 0.02% 85
2015
Q4 		$80K Hold
900
– – 0.03% 69
2015
Q3 		$69K Hold
900
– – 0.03% 69
2015
Q2 		$75K Buy
+900
New +$79.5K 0.02% 81

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Taylor Wealth Management Partners's CAH Position: Q2 2016 in Review

Taylor Wealth Management Partners sold out of Cardinal Health (CAH) in Q2 2016, closing a stake of 600 shares — an estimated $49K sold.

Taylor Wealth Management Partners first reported a position in CAH in Q2 2015 and held it in 4 quarters. The position peaked at $80K in Q4 2015. 808 funds tracked by Wall St. Rank hold CAH as of Q2 2016.

  • Taylor Wealth Management Partners reported no remaining Cardinal Health position as of Q2 2016 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 600 Cardinal Health shares in Q2 2016, an estimated $49K.
  • Taylor Wealth Management Partners first reported a position in Cardinal Health in Q2 2015 and held it in 4 quarters.
  • Taylor Wealth Management Partners's Cardinal Health position peaked at $80K in Q4 2015.
  • 808 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2016, filed 3 Aug 2016.