LFA
TMHC

Legacy Financial Advisors’s Taylor Morrison TMHC Stock Holding History

Legacy Financial Advisors’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
2018
Q4 		– Sell
-6,820
Closed -$123K – 1047
2018
Q3 		$123K Hold
6,820
– – 0.04% 152
2018
Q2 		$144K Sell
6,820
-1,925
-22% -$42.9K 0.05% 126
2018
Q1 		$204K Sell
8,745
-1,027
-11% -$25.6K 0.08% 113
2017
Q4 		$239K Buy
+9,772
New +$229K 0.1% 95

Other funds holding TMHC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Legacy Financial Advisors's TMHC Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Taylor Morrison (TMHC) in Q4 2018, closing a stake of 6,820 shares — an estimated $123K sold.

Legacy Financial Advisors first reported a position in TMHC in Q4 2017 and held it in 4 quarters. The position peaked at $239K in Q4 2017. 172 funds tracked by Wall St. Rank hold TMHC as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Taylor Morrison position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 6,820 Taylor Morrison shares in Q4 2018, an estimated $123K.
  • Legacy Financial Advisors first reported a position in Taylor Morrison in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Taylor Morrison position peaked at $239K in Q4 2017.
  • 172 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.