OIA
TMHC

Optimum Investment Advisors’s Taylor Morrison TMHC Stock Holding History

Optimum Investment 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
Q3 		– Sell
-3,100
Closed -$64K – 1084
2018
Q2 		$64K Sell
3,100
-5,100
-62% -$114K 0.02% 483
2018
Q1 		$191K Sell
8,200
-2,000
-20% -$49.9K 0.06% 293
2017
Q4 		$250K Hold
10,200
– – 0.08% 261
2017
Q3 		$225K Buy
+10,200
New +$225K 0.08% 265

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimum Investment Advisors's TMHC Position: Q3 2018 in Review

Optimum Investment Advisors sold out of Taylor Morrison (TMHC) in Q3 2018, closing a stake of 3,100 shares — an estimated $64K sold.

Optimum Investment Advisors first reported a position in TMHC in Q3 2017 and held it in 4 quarters. The position peaked at $250K in Q4 2017. 156 funds tracked by Wall St. Rank hold TMHC as of Q3 2018.

  • Optimum Investment Advisors reported no remaining Taylor Morrison position as of Q3 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 3,100 Taylor Morrison shares in Q3 2018, an estimated $64K.
  • Optimum Investment Advisors first reported a position in Taylor Morrison in Q3 2017 and held it in 4 quarters.
  • Optimum Investment Advisors's Taylor Morrison position peaked at $250K in Q4 2017.
  • 156 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.