Taylor Wealth Management Partners’s Procter & Gamble PG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-200	Closed	-$18K	–	98
2018 Q4	$18K	Sell	200 -75	-27%	-$6.71K	0.01%	71
2018 Q3	$23K	Hold	275	–	–	0.01%	83
2018 Q2	$21K	Hold	275	–	–	0.01%	90
2018 Q1	$22K	Sell	275 -2,000	-88%	-$167K	0.01%	88
2017 Q4	$209K	Sell	2,275 -325	-13%	-$29.2K	0.09%	59
2017 Q3	$237K	Hold	2,600	–	–	0.11%	58
2017 Q2	$227K	Hold	2,600	–	–	0.1%	57
2017 Q1	$234K	Hold	2,600	–	–	0.11%	57
2016 Q4	$219K	Sell	2,600 -76,791	-97%	-$6.55M	0.1%	54
2016 Q3	$7.13M	Sell	79,391 -7,465	-9%	-$648K	3.2%	12
2016 Q2	$7.35M	Buy	86,856 +25,617	+42%	+$2.1M	2.95%	14
2016 Q1	$5.04M	Buy	61,239 +59,330	+3,108%	+$4.78M	2.38%	21
2015 Q4	$152K	Hold	1,909	–	–	0.07%	52
2015 Q3	$137K	Sell	1,909 -730	-28%	-$54.7K	0.07%	47
2015 Q2	$206K	Buy	2,639 +230	+10%	+$18.5K	0.07%	51
2015 Q1	$197K	Buy	+2,409	New	+$207K	0.06%	50

Other funds holding PG

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Taylor Wealth Management Partners sold out of Procter & Gamble (PG) in Q1 2019, closing a stake of 200 shares — an estimated $18K sold.

Taylor Wealth Management Partners first reported a position in PG in Q1 2015 and held it in 16 quarters. The position peaked at $7.35M in Q2 2016. 2,440 funds tracked by Wall St. Rank hold PG as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Procter & Gamble position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 200 Procter & Gamble shares in Q1 2019, an estimated $18K.
Taylor Wealth Management Partners first reported a position in Procter & Gamble in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Procter & Gamble position peaked at $7.35M in Q2 2016.
2,440 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2019.

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