GBBWRPM
NWHM

Genovese Burford & Brothers Wealth & Retirement Plan Management’s THE NEW HOME COMPANY INC. NWHM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio NWHM Stock Details NWHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-834
Closed -$9K – 435
2017
Q2 		$9K Buy
+834
New +$9.3K ﹤0.01% 285

Other funds holding NWHM

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's NWHM Position: Q3 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of THE NEW HOME COMPANY INC. (NWHM) in Q3 2017, closing a stake of 834 shares — an estimated $9K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in NWHM in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 73 funds tracked by Wall St. Rank hold NWHM as of Q3 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining THE NEW HOME COMPANY INC. position as of Q3 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 834 THE NEW HOME COMPANY INC. shares in Q3 2017, an estimated $9K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in THE NEW HOME COMPANY INC. in Q2 2017 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's THE NEW HOME COMPANY INC. position peaked at $9K in Q2 2017.
  • 73 funds tracked by Wall St. Rank held THE NEW HOME COMPANY INC. as of Q3 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2017, filed 8 Nov 2017.