Taylor Wealth Management Partners’s Delta Air Lines DAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-51	Closed	-$2K	–	168
2016 Q3	$2K	Hold	51	–	–	﹤0.01%	146
2016 Q2	$2K	Buy	51 +1	+2%	+$43	﹤0.01%	138
2016 Q1	$2K	Hold	50	–	–	﹤0.01%	137
2015 Q4	$3K	Hold	50	–	–	﹤0.01%	128
2015 Q3	$2K	Hold	50	–	–	﹤0.01%	145
2015 Q2	$2K	Buy	+50	New	+$2.19K	﹤0.01%	175

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Taylor Wealth Management Partners's DAL Position: Q4 2016 in Review

Taylor Wealth Management Partners sold out of Delta Air Lines (DAL) in Q4 2016, closing a stake of 51 shares — an estimated $2K sold.

Taylor Wealth Management Partners first reported a position in DAL in Q2 2015 and held it in 6 quarters. The position peaked at $3K in Q4 2015. 827 funds tracked by Wall St. Rank hold DAL as of Q4 2016.

Taylor Wealth Management Partners reported no remaining Delta Air Lines position as of Q4 2016 after selling out during the quarter.
Taylor Wealth Management Partners sold 51 Delta Air Lines shares in Q4 2016, an estimated $2K.
Taylor Wealth Management Partners first reported a position in Delta Air Lines in Q2 2015 and held it in 6 quarters.
Taylor Wealth Management Partners's Delta Air Lines position peaked at $3K in Q4 2015.
827 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2016, filed 18 Jan 2017.