TWMP
XOXO

Taylor Wealth Management Partners’s Xo Group Inc XOXO Stock Holding History

Taylor Wealth Management Partners’s Portfolio XOXO Stock Details XOXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-25
Closed -$1K – 147
2018
Q2 		$1K Hold
25
– – ﹤0.01% 136
2018
Q1 		$1K Sell
25
-50
-67% -$991 ﹤0.01% 130
2017
Q4 		$1K Hold
75
– – ﹤0.01% 153
2017
Q3 		$1K Hold
75
– – ﹤0.01% 158
2017
Q2 		$1K Sell
75
-35
-32% -$602 ﹤0.01% 158
2017
Q1 		$2K Sell
110
-8,800
-99% -$161K ﹤0.01% 156
2016
Q4 		$173K Sell
8,910
-267,460
-97% -$5.03M 0.08% 61
2016
Q3 		$5.34M Buy
+276,370
New +$5.09M 2.4% 16

Other funds holding XOXO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Taylor Wealth Management Partners's XOXO Position: Q3 2018 in Review

Taylor Wealth Management Partners sold out of Xo Group Inc (XOXO) in Q3 2018, closing a stake of 25 shares — an estimated $1K sold.

Taylor Wealth Management Partners first reported a position in XOXO in Q3 2016 and held it in 8 quarters. The position peaked at $5.34M in Q3 2016. 161 funds tracked by Wall St. Rank hold XOXO as of Q3 2018.

  • Taylor Wealth Management Partners reported no remaining Xo Group Inc position as of Q3 2018 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 25 Xo Group Inc shares in Q3 2018, an estimated $1K.
  • Taylor Wealth Management Partners first reported a position in Xo Group Inc in Q3 2016 and held it in 8 quarters.
  • Taylor Wealth Management Partners's Xo Group Inc position peaked at $5.34M in Q3 2016.
  • 161 funds tracked by Wall St. Rank held Xo Group Inc as of Q3 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2018, filed 23 Oct 2018.