Financial Partners Capital Management’s Anywhere Real Estate HOUS Stock Holding History

Financial Partners Capital 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
2018 Q4	$1.39M	Sell	94,981 -13,679	-13%	-$249K	0.46%	46
2018 Q3	$2.24M	Sell	108,660 -88,790	-45%	-$1.93M	0.64%	41
2018 Q2	$4.5M	Sell	197,450 -4,291	-2%	-$107K	1.37%	32
2018 Q1	$5.5M	Buy	201,741 +8,172	+4%	+$214K	1.66%	29
2017 Q4	$5.13M	Buy	193,569 +69,303	+56%	+$2.01M	0.95%	43
2017 Q3	$4.09M	Buy	124,266 +5,521	+5%	+$187K	0.78%	50
2017 Q2	$3.85M	Buy	118,745 +4,290	+4%	+$130K	0.8%	48
2017 Q1	$3.41M	Buy	114,455 +1,640	+1%	+$44.6K	0.75%	51
2016 Q4	$2.9M	Buy	+112,815	New	+$2.79M	0.7%	50

Other funds holding HOUS

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 New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

OFM

Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCG

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Partners Capital Management's HOUS Position: Q4 2018 in Review

Financial Partners Capital Management reduced its Anywhere Real Estate (HOUS) stake by 13% in Q4 2018, selling an estimated $249K and leaving 94,981 shares worth $1.39M. The position accounts for 0.46% of the portfolio, ranked #46.

Financial Partners Capital Management first reported a position in HOUS in Q4 2016 and has held it in 9 quarters since. The position peaked at $5.5M in Q1 2018. 238 funds tracked by Wall St. Rank hold HOUS as of Q4 2018.

Financial Partners Capital Management held 94,981 shares of Anywhere Real Estate worth $1.39M as of Q4 2018.
Financial Partners Capital Management sold 13,679 Anywhere Real Estate shares in Q4 2018, an estimated $249K.
Anywhere Real Estate made up 0.46% of Financial Partners Capital Management's portfolio in Q4 2018, its #46 holding.
Financial Partners Capital Management first reported a position in Anywhere Real Estate in Q4 2016 and has held it in 9 quarters since.
Financial Partners Capital Management's Anywhere Real Estate position peaked at $5.5M in Q1 2018.
238 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q4 2018.

Based on Financial Partners Capital Management's 13F filing for Q4 2018, filed 19 Feb 2019.