VFA
TPH

Valeo Financial Advisors’s Tri Pointe Homes TPH Stock Holding History

Valeo Financial Advisors’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-176
Closed -$2K – 1719
2018
Q3 		$2K Buy
+176
New +$2.6K ﹤0.01% 1517

Other funds holding TPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Valeo Financial Advisors's TPH Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Tri Pointe Homes (TPH) in Q4 2018, closing a stake of 176 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in TPH in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 222 funds tracked by Wall St. Rank hold TPH as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Tri Pointe Homes position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 176 Tri Pointe Homes shares in Q4 2018, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Tri Pointe Homes in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Tri Pointe Homes position peaked at $2K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.