MWM
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Meridian Wealth Management’s KB Home KBH Stock Holding History

Meridian Wealth Management’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-13,830
Closed -$334K – 188
2017
Q4 		$334K Hold
13,830
– – 0.21% 114
2017
Q3 		$334K Hold
13,830
– – 0.21% 112
2017
Q2 		$332K Buy
+13,830
New +$293K 0.21% 111

Other funds holding KBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Management's KBH Position: Q1 2018 in Review

Meridian Wealth Management sold out of KB Home (KBH) in Q1 2018, closing a stake of 13,830 shares — an estimated $334K sold.

Meridian Wealth Management first reported a position in KBH in Q2 2017 and held it in 3 quarters. The position peaked at $334K in Q4 2017. 285 funds tracked by Wall St. Rank hold KBH as of Q1 2018.

  • Meridian Wealth Management reported no remaining KB Home position as of Q1 2018 after selling out during the quarter.
  • Meridian Wealth Management sold 13,830 KB Home shares in Q1 2018, an estimated $334K.
  • Meridian Wealth Management first reported a position in KB Home in Q2 2017 and held it in 3 quarters.
  • Meridian Wealth Management's KB Home position peaked at $334K in Q4 2017.
  • 285 funds tracked by Wall St. Rank held KB Home as of Q1 2018.

Based on Meridian Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.