Neumeier Poma Investment Counsel’s BMC Stock Holdings, Inc BMCH Stock Holding History

Neumeier Poma Investment Counsel’s Portfolio BMCH Stock Details BMCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,071,750	Closed	-$20M	–	46
2018 Q3	$20M	Buy	1,071,750 +101,200	+10%	+$2.19M	1.65%	29
2018 Q2	$20.2M	Sell	970,550 -82,400	-8%	-$1.63M	1.88%	23
2018 Q1	$20.6M	Sell	1,052,950 -4,125	-0.4%	-$88.2K	2.12%	20
2017 Q4	$26.7M	Buy	1,057,075 +71,525	+7%	+$1.6M	2.68%	17
2017 Q3	$21M	Buy	985,550 +557,675	+130%	+$11.7M	2.2%	24
2017 Q2	$9.35M	Buy	+427,875	New	+$9.32M	1.09%	35

Other funds holding BMCH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Neumeier Poma Investment Counsel's BMCH Position: Q4 2018 in Review

Neumeier Poma Investment Counsel sold out of BMC Stock Holdings, Inc (BMCH) in Q4 2018, closing a stake of 1,071,750 shares — an estimated $20M sold.

Neumeier Poma Investment Counsel first reported a position in BMCH in Q2 2017 and held it in 6 quarters. The position peaked at $26.7M in Q4 2017. 166 funds tracked by Wall St. Rank hold BMCH as of Q4 2018.

Neumeier Poma Investment Counsel reported no remaining BMC Stock Holdings, Inc position as of Q4 2018 after selling out during the quarter.
Neumeier Poma Investment Counsel sold 1,071,750 BMC Stock Holdings, Inc shares in Q4 2018, an estimated $20M.
Neumeier Poma Investment Counsel first reported a position in BMC Stock Holdings, Inc in Q2 2017 and held it in 6 quarters.
Neumeier Poma Investment Counsel's BMC Stock Holdings, Inc position peaked at $26.7M in Q4 2017.
166 funds tracked by Wall St. Rank held BMC Stock Holdings, Inc as of Q4 2018.

Based on Neumeier Poma Investment Counsel's 13F filing for Q4 2018, filed 14 Feb 2019.