APP
TPH

Avantax Planning Partners’s Tri Pointe Homes TPH Stock Holding History

Avantax Planning Partners’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-780
Closed -$12K – 1366
2018
Q1 		$12K Buy
+780
New +$13.4K ﹤0.01% 978

Other funds holding TPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Avantax Planning Partners's TPH Position: Q2 2018 in Review

Avantax Planning Partners sold out of Tri Pointe Homes (TPH) in Q2 2018, closing a stake of 780 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in TPH in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 253 funds tracked by Wall St. Rank hold TPH as of Q2 2018.

  • Avantax Planning Partners reported no remaining Tri Pointe Homes position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 780 Tri Pointe Homes shares in Q2 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Tri Pointe Homes in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Tri Pointe Homes position peaked at $12K in Q1 2018.
  • 253 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.