TWMP
EQGP

Taylor Wealth Management Partners’s EQGP Holdings, LP EQGP Stock Holding History

Taylor Wealth Management Partners’s Portfolio EQGP Stock Details EQGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-375
Closed -$10K – 159
2017
Q4 		$10K Sell
375
-975
-72% -$26.4K ﹤0.01% 132
2017
Q3 		$39K Hold
1,350
– – 0.02% 103
2017
Q2 		$41K Hold
1,350
– – 0.02% 104
2017
Q1 		$37K Sell
1,350
-750
-36% -$20.4K 0.02% 109
2016
Q4 		$53K Hold
2,100
– – 0.02% 98
2016
Q3 		$53K Hold
2,100
– – 0.02% 89
2016
Q2 		$54K Buy
2,100
+1,500
+250% +$37.7K 0.02% 90
2016
Q1 		$16K Sell
600
-102,190
-99% -$2.26M 0.01% 106
2015
Q4 		$2.13M Sell
102,790
-1,475
-1% -$34.8K 0.92% 31
2015
Q3 		$2.37M Sell
104,265
-116,560
-53% -$3.54M 1.14% 31
2015
Q2 		$7.51M Buy
+220,825
New +$7.2M 2.4% 20

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TCA
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NIM
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KACA
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ZP
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UBS Group
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CS
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Jennison Associates
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