IRF
TMHC

IBM Retirement Fund’s Taylor Morrison TMHC Stock Holding History

IBM Retirement Fund’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-11,785
Closed -$265K – 1026
2013
Q4 		$265K Sell
11,785
-1,319
-10% -$28.4K ﹤0.01% 1010
2013
Q3 		$297K Sell
13,104
-1,391
-10% -$31.4K ﹤0.01% 1001
2013
Q2 		$353K Buy
+14,495
New +$366K ﹤0.01% 1008

Other funds holding TMHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

IBM Retirement Fund's TMHC Position: Q1 2014 in Review

IBM Retirement Fund sold out of Taylor Morrison (TMHC) in Q1 2014, closing a stake of 11,785 shares — an estimated $265K sold.

IBM Retirement Fund first reported a position in TMHC in Q2 2013 and held it in 3 quarters. The position peaked at $353K in Q2 2013. 111 funds tracked by Wall St. Rank hold TMHC as of Q1 2014.

  • IBM Retirement Fund reported no remaining Taylor Morrison position as of Q1 2014 after selling out during the quarter.
  • IBM Retirement Fund sold 11,785 Taylor Morrison shares in Q1 2014, an estimated $265K.
  • IBM Retirement Fund first reported a position in Taylor Morrison in Q2 2013 and held it in 3 quarters.
  • IBM Retirement Fund's Taylor Morrison position peaked at $353K in Q2 2013.
  • 111 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2014.

Based on IBM Retirement Fund's 13F filing for Q1 2014, filed 19 May 2014.