Taylor Wealth Management Partners quarter change: USA Everything Else, Reduced
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Taylor Wealth Management Partners opened 2 positions, added to 1, reduced 9, sold out of 1 and left 4 unchanged. The largest increase in value was Rice Midstream Partners LP (+$4,784,000); the largest decrease was Phillips 66 Partners LP (-$8,583,000).
- Phillips 66 Partners LP: Country of operation —; Class LTD; Shares 2016-06-30 157,757; Shares 2016-09-30 4,750.
- Magellan Midstream Partners LP: Country of operation —; Class LTD; Shares 2016-06-30 87,415; Shares 2016-09-30 7,300.
- Dominion Midstream Partners, L: Country of operation —; Class LTD; Shares 2016-06-30 286,591; Shares 2016-09-30 97,011.
- Shell Midstream Partners, L.P.: Country of operation —; Class LTD; Shares 2016-06-30 269,140; Shares 2016-09-30 146,871.
Two Form 13F-HR filings compared (SEC CIK 1606716): 2016-06-30 (filed 2016-08-03) and 2016-09-30 (filed 2016-10-26). 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; share change is the position change.
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