Taylor Wealth Management Partners’s STAG Industrial STAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-300
Closed -$6K 178
2015
Q2
$6K Hold
300
﹤0.01% 164
2015
Q1
$7K Buy
+300
New +$7.55K ﹤0.01% 154

Other funds holding STAG

Taylor Wealth Management Partners's STAG Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of STAG Industrial (STAG) in Q3 2015, closing a stake of 300 shares — an estimated $6K sold.

Taylor Wealth Management Partners first reported a position in STAG in Q1 2015 and held it in 2 quarters. The position peaked at $7K in Q1 2015. 181 funds tracked by Wall St. Rank hold STAG as of Q3 2015.

  • Taylor Wealth Management Partners reported no remaining STAG Industrial position as of Q3 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 300 STAG Industrial shares in Q3 2015, an estimated $6K.
  • Taylor Wealth Management Partners first reported a position in STAG Industrial in Q1 2015 and held it in 2 quarters.
  • Taylor Wealth Management Partners's STAG Industrial position peaked at $7K in Q1 2015.
  • 181 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.