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Reilly Financial Advisors’s Beazer Homes USA BZH Stock Holding History

Reilly Financial Advisors’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-247
Closed -$3K – 941
2018
Q3 		$3K Sell
247
-79
-24% -$1.04K ﹤0.01% 888
2018
Q2 		$5K Buy
326
+247
+313% +$3.8K ﹤0.01% 796
2018
Q1 		$1K Buy
+79
New +$1.4K ﹤0.01% 913
2015
Q1 		– Sell
-200
Closed -$4K – 1302
2014
Q4 		$4K Hold
200
– – ﹤0.01% 651
2014
Q3 		$3K Hold
200
– – ﹤0.01% 705
2014
Q2 		$4K Buy
+200
New +$3.89K ﹤0.01% 699

Other funds holding BZH

DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reilly Financial Advisors's BZH Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Beazer Homes USA (BZH) in Q4 2018, closing a stake of 247 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in BZH in Q2 2014 and held it in 6 quarters. The position peaked at $5K in Q2 2018. 129 funds tracked by Wall St. Rank hold BZH as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Beazer Homes USA position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 247 Beazer Homes USA shares in Q4 2018, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Beazer Homes USA in Q2 2014 and held it in 6 quarters.
  • Reilly Financial Advisors's Beazer Homes USA position peaked at $5K in Q2 2018.
  • 129 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.