Taylor Wealth Management Partners’s GE Aerospace GE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-188	Closed	-$16K	–	142
2017 Q4	$16K	Sell	188 -29,051	-99%	-$2.77M	0.01%	115
2017 Q3	$3.39M	Sell	29,239 -3,575	-11%	-$432K	1.51%	28
2017 Q2	$4.25M	Sell	32,814 -22,380	-41%	-$3.07M	1.92%	22
2017 Q1	$7.88M	Sell	55,194 -3,117	-5%	-$451K	3.57%	10
2016 Q4	$8.83M	Sell	58,311 -3,572	-6%	-$519K	4.09%	7
2016 Q3	$8.78M	Sell	61,883 -4,719	-7%	-$704K	3.94%	7
2016 Q2	$10M	Buy	66,602 +13,281	+25%	+$1.94M	4.03%	5
2016 Q1	$8.12M	Buy	53,321 +52,914	+13,001%	+$7.47M	3.83%	12
2015 Q4	$61K	Hold	407	–	–	0.03%	77
2015 Q3	$49K	Hold	407	–	–	0.02%	82
2015 Q2	$52K	Buy	407 +291	+251%	+$37.7K	0.02%	94
2015 Q1	$14K	Buy	+116	New	+$13.8K	﹤0.01%	125

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Taylor Wealth Management Partners's GE Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of GE Aerospace (GE) in Q1 2018, closing a stake of 188 shares — an estimated $16K sold.

Taylor Wealth Management Partners first reported a position in GE in Q1 2015 and held it in 12 quarters. The position peaked at $10M in Q2 2016. 1,986 funds tracked by Wall St. Rank hold GE as of Q1 2018.

Taylor Wealth Management Partners reported no remaining GE Aerospace position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 188 GE Aerospace shares in Q1 2018, an estimated $16K.
Taylor Wealth Management Partners first reported a position in GE Aerospace in Q1 2015 and held it in 12 quarters.
Taylor Wealth Management Partners's GE Aerospace position peaked at $10M in Q2 2016.
1,986 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.