TWMP
CMCSK

Taylor Wealth Management Partners’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

Taylor Wealth Management Partners’s Portfolio CMCSK Stock Details CMCSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,300
Closed -$74K – 171
2015
Q3 		$74K Hold
1,300
– – 0.04% 66
2015
Q2 		$78K Hold
1,300
– – 0.02% 78
2015
Q1 		$73K Buy
+1,300
New +$73K 0.02% 69

Other funds holding CMCSK

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Taylor Wealth Management Partners's CMCSK Position: Q4 2015 in Review

Taylor Wealth Management Partners sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 1,300 shares — an estimated $74K sold.

Taylor Wealth Management Partners first reported a position in CMCSK in Q1 2015 and held it in 3 quarters. The position peaked at $78K in Q2 2015. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

  • Taylor Wealth Management Partners reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 1,300 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $74K.
  • Taylor Wealth Management Partners first reported a position in COMCAST CORP SPL A (NEW) in Q1 2015 and held it in 3 quarters.
  • Taylor Wealth Management Partners's COMCAST CORP SPL A (NEW) position peaked at $78K in Q2 2015.
  • 5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2015, filed 7 Jan 2016.