Taylor Wealth Management Partners’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-25	Closed	-$5K	–	71
2018 Q4	$5K	Hold	25	–	–	﹤0.01%	100
2018 Q3	$6K	Hold	25	–	–	﹤0.01%	114
2018 Q2	$5K	Hold	25	–	–	﹤0.01%	124
2018 Q1	$5K	Hold	25	–	–	﹤0.01%	119
2017 Q4	$5K	Hold	25	–	–	﹤0.01%	141
2017 Q3	$5K	Hold	25	–	–	﹤0.01%	146
2017 Q2	$4K	Hold	25	–	–	﹤0.01%	150
2017 Q1	$4K	Hold	25	–	–	﹤0.01%	146
2016 Q4	$4K	Hold	25	–	–	﹤0.01%	150
2016 Q3	$4K	Hold	25	–	–	﹤0.01%	139
2016 Q2	$4K	Hold	25	–	–	﹤0.01%	131
2016 Q1	$4K	Hold	25	–	–	﹤0.01%	131
2015 Q4	$4K	Hold	25	–	–	﹤0.01%	125
2015 Q3	$4K	Hold	25	–	–	﹤0.01%	140
2015 Q2	$4K	Hold	25	–	–	﹤0.01%	168
2015 Q1	$4K	Buy	+25	New	+$3.75K	﹤0.01%	160

Other funds holding FDS

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

Taylor Wealth Management Partners sold out of Factset (FDS) in Q1 2019, closing a stake of 25 shares — an estimated $5K sold.

Taylor Wealth Management Partners first reported a position in FDS in Q1 2015 and held it in 16 quarters. The position peaked at $6K in Q3 2018. 456 funds tracked by Wall St. Rank hold FDS as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Factset position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 25 Factset shares in Q1 2019, an estimated $5K.
Taylor Wealth Management Partners first reported a position in Factset in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Factset position peaked at $6K in Q3 2018.
456 funds tracked by Wall St. Rank held Factset as of Q1 2019.

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