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Taylor Wealth Management Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Taylor Wealth Management Partners’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,790
Closed -$43K – 151
2015
Q4 		$43K Buy
+1,790
New +$43.4K 0.02% 83

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Taylor Wealth Management Partners's ILCG Position: Q1 2016 in Review

Taylor Wealth Management Partners sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2016, closing a stake of 1,790 shares — an estimated $43K sold.

Taylor Wealth Management Partners first reported a position in ILCG in Q4 2015 and held it in 1 quarter. The position peaked at $43K in Q4 2015. 84 funds tracked by Wall St. Rank hold ILCG as of Q1 2016.

  • Taylor Wealth Management Partners reported no remaining iShares Morningstar Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 1,790 iShares Morningstar Growth ETF shares in Q1 2016, an estimated $43K.
  • Taylor Wealth Management Partners first reported a position in iShares Morningstar Growth ETF in Q4 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's iShares Morningstar Growth ETF position peaked at $43K in Q4 2015.
  • 84 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2016, filed 13 Apr 2016.