TWMP
GAS

Taylor Wealth Management Partners’s AGL Resources Inc GAS Stock Holding History

Taylor Wealth Management Partners’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-200
Closed -$13K – 166
2016
Q2 		$13K Hold
200
– – 0.01% 114
2016
Q1 		$13K Hold
200
– – 0.01% 111
2015
Q4 		$13K Hold
200
– – 0.01% 107
2015
Q3 		$12K Hold
200
– – 0.01% 116
2015
Q2 		$9K Hold
200
– – ﹤0.01% 156
2015
Q1 		$10K Buy
+200
New +$10.4K ﹤0.01% 145

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Taylor Wealth Management Partners's GAS Position: Q3 2016 in Review

Taylor Wealth Management Partners sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 200 shares — an estimated $13K sold.

Taylor Wealth Management Partners first reported a position in GAS in Q1 2015 and held it in 6 quarters. The position peaked at $13K in Q2 2016. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Taylor Wealth Management Partners reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 200 AGL Resources Inc shares in Q3 2016, an estimated $13K.
  • Taylor Wealth Management Partners first reported a position in AGL Resources Inc in Q1 2015 and held it in 6 quarters.
  • Taylor Wealth Management Partners's AGL Resources Inc position peaked at $13K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2016, filed 26 Oct 2016.