Taylor Wealth Management Partners’s SPRAGUE RESOURCES LP SRLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-13,000	Closed	-$230K	–	51
2019 Q3	$230K	Hold	13,000	–	–	0.11%	42
2019 Q2	$230K	Hold	13,000	–	–	0.11%	44
2019 Q1	$240K	Hold	13,000	–	–	0.12%	43
2018 Q4	$188K	Sell	13,000 -6,650	-34%	-$140K	0.11%	41
2018 Q3	$530K	Hold	19,650	–	–	0.23%	47
2018 Q2	$499K	Hold	19,650	–	–	0.22%	45
2018 Q1	$469K	Buy	19,650 +6,160	+46%	+$154K	0.23%	44
2017 Q4	$326K	Buy	13,490 +9,630	+249%	+$240K	0.14%	55
2017 Q3	$95K	Buy	+3,860	New	+$102K	0.04%	84

Other funds holding SRLP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

DAM

Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Taylor Wealth Management Partners's SRLP Position: Q4 2019 in Review

Taylor Wealth Management Partners sold out of SPRAGUE RESOURCES LP (SRLP) in Q4 2019, closing a stake of 13,000 shares — an estimated $230K sold.

Taylor Wealth Management Partners first reported a position in SRLP in Q3 2017 and held it in 9 quarters. The position peaked at $530K in Q3 2018. 32 funds tracked by Wall St. Rank hold SRLP as of Q4 2019.

Taylor Wealth Management Partners reported no remaining SPRAGUE RESOURCES LP position as of Q4 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 13,000 SPRAGUE RESOURCES LP shares in Q4 2019, an estimated $230K.
Taylor Wealth Management Partners first reported a position in SPRAGUE RESOURCES LP in Q3 2017 and held it in 9 quarters.
Taylor Wealth Management Partners's SPRAGUE RESOURCES LP position peaked at $530K in Q3 2018.
32 funds tracked by Wall St. Rank held SPRAGUE RESOURCES LP as of Q4 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2019, filed 30 Jan 2020.