TWMP
FFA

Taylor Wealth Management Partners’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Taylor Wealth Management Partners’s Portfolio FFA Stock Details FFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-112
Closed -$2K – 192
2015
Q1 		$2K Buy
+112
New +$1.62K ﹤0.01% 167

Other funds holding FFA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Taylor Wealth Management Partners sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2015, closing a stake of 112 shares — an estimated $2K sold.

Taylor Wealth Management Partners first reported a position in FFA in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 31 funds tracked by Wall St. Rank hold FFA as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 112 First Trust Enhanced Equity Income Fund shares in Q2 2015, an estimated $2K.
  • Taylor Wealth Management Partners first reported a position in First Trust Enhanced Equity Income Fund in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's First Trust Enhanced Equity Income Fund position peaked at $2K in Q1 2015.
  • 31 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2015.

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