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Taylor Wealth Management Partners’s Under Armour UAA Stock Holding History

Taylor Wealth Management Partners’s Portfolio UAA Stock Details UAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-220
Closed -$4K – 163
2017
Q3 		$4K Hold
220
– – ﹤0.01% 150
2017
Q2 		$5K Hold
220
– – ﹤0.01% 148
2017
Q1 		$4K Sell
220
-1,200
-85% -$28K ﹤0.01% 148
2016
Q4 		$41K Sell
1,420
-84,134
-98% -$2.76M 0.02% 104
2016
Q3 		$3.31M Sell
85,554
-8,515
-9% -$344K 1.48% 30
2016
Q2 		$3.77M Sell
94,069
-100,797
-52% -$4.03M 1.51% 31
2016
Q1 		$8.27M Buy
194,866
+10,688
+6% +$422K 3.9% 11
2015
Q4 		$7.42M Buy
184,178
+4,896
+3% +$223K 3.2% 12
2015
Q3 		$8.68M Sell
179,282
-1,372
-0.8% -$65.2K 4.18% 10
2015
Q2 		$7.54M Buy
180,654
+160
+0.1% +$6.47K 2.41% 19
2015
Q1 		$7.29M Buy
+180,494
New +$6.64M 2.29% 21

Other funds holding UAA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Taylor Wealth Management Partners's UAA Position: Q4 2017 in Review

Taylor Wealth Management Partners sold out of Under Armour (UAA) in Q4 2017, closing a stake of 220 shares — an estimated $4K sold.

Taylor Wealth Management Partners first reported a position in UAA in Q1 2015 and held it in 11 quarters. The position peaked at $8.68M in Q3 2015. 447 funds tracked by Wall St. Rank hold UAA as of Q4 2017.

  • Taylor Wealth Management Partners reported no remaining Under Armour position as of Q4 2017 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 220 Under Armour shares in Q4 2017, an estimated $4K.
  • Taylor Wealth Management Partners first reported a position in Under Armour in Q1 2015 and held it in 11 quarters.
  • Taylor Wealth Management Partners's Under Armour position peaked at $8.68M in Q3 2015.
  • 447 funds tracked by Wall St. Rank held Under Armour as of Q4 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2017, filed 1 Feb 2018.