Taylor Wealth Management Partners’s Valvoline VVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-411	Closed	-$9K	–	133
2018 Q3	$9K	Hold	411	–	–	﹤0.01%	103
2018 Q2	$9K	Hold	411	–	–	﹤0.01%	113
2018 Q1	$9K	Hold	411	–	–	﹤0.01%	107
2017 Q4	$10K	Hold	411	–	–	﹤0.01%	130
2017 Q3	$10K	Hold	411	–	–	﹤0.01%	136
2017 Q2	$10K	Buy	+411	New	+$9.52K	﹤0.01%	136

Other funds holding VVV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Taylor Wealth Management Partners's VVV Position: Q4 2018 in Review

Taylor Wealth Management Partners sold out of Valvoline (VVV) in Q4 2018, closing a stake of 411 shares — an estimated $9K sold.

Taylor Wealth Management Partners first reported a position in VVV in Q2 2017 and held it in 6 quarters. The position peaked at $10K in Q4 2017. 310 funds tracked by Wall St. Rank hold VVV as of Q4 2018.

Taylor Wealth Management Partners reported no remaining Valvoline position as of Q4 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 411 Valvoline shares in Q4 2018, an estimated $9K.
Taylor Wealth Management Partners first reported a position in Valvoline in Q2 2017 and held it in 6 quarters.
Taylor Wealth Management Partners's Valvoline position peaked at $10K in Q4 2017.
310 funds tracked by Wall St. Rank held Valvoline as of Q4 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2018, filed 14 Jan 2019.