TWMP
HIE

Taylor Wealth Management Partners’s Miller/Howard High Income Equity Fund HIE Stock Holding History

Taylor Wealth Management Partners’s Portfolio HIE Stock Details HIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-400
Closed -$4K – 119
2018
Q4 		$4K Hold
400
– – ﹤0.01% 108
2018
Q3 		$5K Buy
+400
New +$5.01K ﹤0.01% 119

Other funds holding HIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Taylor Wealth Management Partners sold out of Miller/Howard High Income Equity Fund (HIE) in Q1 2019, closing a stake of 400 shares — an estimated $4K sold.

Taylor Wealth Management Partners first reported a position in HIE in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 35 funds tracked by Wall St. Rank hold HIE as of Q1 2019.

  • Taylor Wealth Management Partners reported no remaining Miller/Howard High Income Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 400 Miller/Howard High Income Equity Fund shares in Q1 2019, an estimated $4K.
  • Taylor Wealth Management Partners first reported a position in Miller/Howard High Income Equity Fund in Q3 2018 and held it in 2 quarters.
  • Taylor Wealth Management Partners's Miller/Howard High Income Equity Fund position peaked at $5K in Q3 2018.
  • 35 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q1 2019.

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