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Taylor Wealth Management Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Taylor Wealth Management Partners’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-15,640
Closed -$226K – 157
2015
Q4 		$226K Buy
+15,640
New +$226K 0.1% 44

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Taylor Wealth Management Partners's XLG Position: Q1 2016 in Review

Taylor Wealth Management Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2016, closing a stake of 15,640 shares — an estimated $226K sold.

Taylor Wealth Management Partners first reported a position in XLG in Q4 2015 and held it in 1 quarter. The position peaked at $226K in Q4 2015. 73 funds tracked by Wall St. Rank hold XLG as of Q1 2016.

  • Taylor Wealth Management Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2016 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 15,640 Invesco S&P 500 Top 50 ETF shares in Q1 2016, an estimated $226K.
  • Taylor Wealth Management Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Invesco S&P 500 Top 50 ETF position peaked at $226K in Q4 2015.
  • 73 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2016, filed 13 Apr 2016.