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Avantax Planning Partners’s Meritage Homes MTH Stock Holding History

Avantax Planning Partners’s Portfolio MTH Stock Details MTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$4K – 859
2018
Q3 		$4K Buy
+200
New +$4.36K ﹤0.01% 1180
2018
Q2 		– Sell
-238
Closed -$5K – 1002
2018
Q1 		$5K Buy
+238
New +$5.68K ﹤0.01% 1333

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Planning Partners's MTH Position: Q4 2018 in Review

Avantax Planning Partners sold out of Meritage Homes (MTH) in Q4 2018, closing a stake of 200 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in MTH in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 191 funds tracked by Wall St. Rank hold MTH as of Q4 2018.

  • Avantax Planning Partners reported no remaining Meritage Homes position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 200 Meritage Homes shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Meritage Homes in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Meritage Homes position peaked at $5K in Q1 2018.
  • 191 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.