Taylor Wealth Management Partners’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-38	Closed	-$3K	–	99
2018 Q4	$3K	Hold	38	–	–	﹤0.01%	115
2018 Q3	$4K	Hold	38	–	–	﹤0.01%	124
2018 Q2	$5K	Hold	38	–	–	﹤0.01%	126
2018 Q1	$4K	Hold	38	–	–	﹤0.01%	121
2017 Q4	$5K	Hold	38	–	–	﹤0.01%	142
2017 Q3	$4K	Hold	38	–	–	﹤0.01%	149
2017 Q2	$4K	Hold	38	–	–	﹤0.01%	151
2017 Q1	$3K	Hold	38	–	–	﹤0.01%	150
2016 Q4	$3K	Hold	38	–	–	﹤0.01%	151
2016 Q3	$3K	Hold	38	–	–	﹤0.01%	141
2016 Q2	$3K	Hold	38	–	–	﹤0.01%	133
2016 Q1	$4K	Hold	38	–	–	﹤0.01%	133
2015 Q4	$3K	Hold	38	–	–	﹤0.01%	130
2015 Q3	$5K	Hold	38	–	–	﹤0.01%	137
2015 Q2	$6K	Hold	38	–	–	﹤0.01%	162
2015 Q1	$5K	Buy	+38	New	+$5.6K	﹤0.01%	158

Other funds holding PII

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

Manulife (Manufacturers Life Insurance)

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of New York Mellon

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

Cincinnati Financial Corp Fairfield, Ohio $4.96B AUM 18.21% 1-Year Est. Return