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Taylor Wealth Management Partners’s Wabtec WAB Stock Holding History

Taylor Wealth Management Partners’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-250
Closed -$24K – 184
2015
Q2 		$24K Hold
250
– – 0.01% 122
2015
Q1 		$24K Buy
+250
New +$22.5K 0.01% 107

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
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State Street
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
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Wells Fargo
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Taylor Wealth Management Partners sold out of Wabtec (WAB) in Q3 2015, closing a stake of 250 shares — an estimated $24K sold.

Taylor Wealth Management Partners first reported a position in WAB in Q1 2015 and held it in 2 quarters. The position peaked at $24K in Q2 2015. 448 funds tracked by Wall St. Rank hold WAB as of Q3 2015.

  • Taylor Wealth Management Partners reported no remaining Wabtec position as of Q3 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 250 Wabtec shares in Q3 2015, an estimated $24K.
  • Taylor Wealth Management Partners first reported a position in Wabtec in Q1 2015 and held it in 2 quarters.
  • Taylor Wealth Management Partners's Wabtec position peaked at $24K in Q2 2015.
  • 448 funds tracked by Wall St. Rank held Wabtec as of Q3 2015.

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