Taylor Wealth Management Partners’s Dover DOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,000	Closed	-$71K	–	68
2018 Q4	$71K	Hold	1,000	–	–	0.04%	55
2018 Q3	$89K	Hold	1,000	–	–	0.04%	67
2018 Q2	$73K	Sell	1,000 -238	-19%	-$18.2K	0.03%	71
2018 Q1	$98K	Hold	1,238	–	–	0.05%	66
2017 Q4	$101K	Hold	1,238	–	–	0.04%	80
2017 Q3	$91K	Hold	1,238	–	–	0.04%	87
2017 Q2	$80K	Hold	1,238	–	–	0.04%	92
2017 Q1	$80K	Hold	1,238	–	–	0.04%	94
2016 Q4	$75K	Hold	1,238	–	–	0.03%	92
2016 Q3	$74K	Hold	1,238	–	–	0.03%	82
2016 Q2	$69K	Hold	1,238	–	–	0.03%	81
2016 Q1	$64K	Hold	1,238	–	–	0.03%	78
2015 Q4	$61K	Hold	1,238	–	–	0.03%	76
2015 Q3	$57K	Hold	1,238	–	–	0.03%	75
2015 Q2	$70K	Hold	1,238	–	–	0.02%	82
2015 Q1	$69K	Buy	+1,238	New	+$71.3K	0.02%	71

Other funds holding DOV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Taylor Wealth Management Partners sold out of Dover (DOV) in Q1 2019, closing a stake of 1,000 shares — an estimated $71K sold.

Taylor Wealth Management Partners first reported a position in DOV in Q1 2015 and held it in 16 quarters. The position peaked at $101K in Q4 2017. 725 funds tracked by Wall St. Rank hold DOV as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Dover position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 1,000 Dover shares in Q1 2019, an estimated $71K.
Taylor Wealth Management Partners first reported a position in Dover in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Dover position peaked at $101K in Q4 2017.
725 funds tracked by Wall St. Rank held Dover as of Q1 2019.

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