TWMP
DHG

Taylor Wealth Management Partners’s Deutsche High Incm Opportunities DHG Stock Holding History

Taylor Wealth Management Partners’s Portfolio DHG Stock Details DHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-81
Closed -$1K – 212
2015
Q1 		$1K Buy
+81
New +$1.14K ﹤0.01% 172

Other funds holding DHG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Taylor Wealth Management Partners's DHG Position: Q2 2015 in Review

Taylor Wealth Management Partners sold out of Deutsche High Incm Opportunities (DHG) in Q2 2015, closing a stake of 81 shares — an estimated $1K sold.

Taylor Wealth Management Partners first reported a position in DHG in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 35 funds tracked by Wall St. Rank hold DHG as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining Deutsche High Incm Opportunities position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 81 Deutsche High Incm Opportunities shares in Q2 2015, an estimated $1K.
  • Taylor Wealth Management Partners first reported a position in Deutsche High Incm Opportunities in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Deutsche High Incm Opportunities position peaked at $1K in Q1 2015.
  • 35 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q2 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2015, filed 6 Nov 2015.