Taylor Wealth Management Partners historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 6 quarters from 2015-03-31 to 2016-09-30, Taylor Wealth Management Partners opened 8 positions, added to 30, reduced 45 and sold out of 8.
- Q3 2016: Stock Rice Midstream Partners LP; Country of operation —; Class LTD; Shares before 0.
- Q3 2016: Stock Noble Midstream Partners, LP; Country of operation —; Class LTD; Shares before 0.
- Q1 2016: Stock Valero Energy Partners LP; Country of operation —; Class LTD; Shares before 0.
- Q3 2015: Stock Energy Transfer Partners, L.P.; Country of operation —; Class LTD; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1606716), 6 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-26); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-03); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-07); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-11-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-03-31.
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