AAM
HOUS

Advisors Asset Management’s Anywhere Real Estate HOUS Stock Holding History

Advisors Asset Management’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,418
Closed -$191K – 1645
2016
Q4 		$191K Sell
7,418
-1,339
-15% -$33.1K ﹤0.01% 1382
2016
Q3 		$226K Sell
8,757
-2,178
-20% -$60.4K ﹤0.01% 1332
2016
Q2 		$317K Sell
10,935
-1,323
-11% -$43.5K 0.01% 1237
2016
Q1 		$443K Sell
12,258
-357
-3% -$11.7K 0.01% 1129
2015
Q4 		$463K Buy
12,615
+6,253
+98% +$247K 0.01% 1159
2015
Q3 		$239K Sell
6,362
-13
-0.2% -$567 ﹤0.01% 1322
2015
Q2 		$298K Buy
6,375
+1,341
+27% +$62.4K ﹤0.01% 1271
2015
Q1 		$229K Buy
5,034
+2,203
+78% +$101K ﹤0.01% 1307
2014
Q4 		$126K Buy
+2,831
New +$118K ﹤0.01% 1421

Other funds holding HOUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return