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Taylor Wealth Management Partners’s Ford F Stock Holding History

Taylor Wealth Management Partners’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,800
Closed -$22K – 156
2017
Q3 		$22K Hold
1,800
– – 0.01% 111
2017
Q2 		$20K Sell
1,800
-2,500
-58% -$27.9K 0.01% 115
2017
Q1 		$50K Hold
4,300
– – 0.02% 103
2016
Q4 		$52K Hold
4,300
– – 0.02% 99
2016
Q3 		$52K Hold
4,300
– – 0.02% 91
2016
Q2 		$54K Hold
4,300
– – 0.02% 88
2016
Q1 		$58K Buy
+4,300
New +$54.1K 0.03% 82

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Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taylor Wealth Management Partners's F Position: Q4 2017 in Review

Taylor Wealth Management Partners sold out of Ford (F) in Q4 2017, closing a stake of 1,800 shares — an estimated $22K sold.

Taylor Wealth Management Partners first reported a position in F in Q1 2016 and held it in 7 quarters. The position peaked at $58K in Q1 2016. 1,179 funds tracked by Wall St. Rank hold F as of Q4 2017.

  • Taylor Wealth Management Partners reported no remaining Ford position as of Q4 2017 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 1,800 Ford shares in Q4 2017, an estimated $22K.
  • Taylor Wealth Management Partners first reported a position in Ford in Q1 2016 and held it in 7 quarters.
  • Taylor Wealth Management Partners's Ford position peaked at $58K in Q1 2016.
  • 1,179 funds tracked by Wall St. Rank held Ford as of Q4 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2017, filed 1 Feb 2018.