WRF
TMHC

Waddell & Reed Financial’s Taylor Morrison TMHC Stock Holding History

Waddell & Reed Financial’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
2013
Q4 		– Sell
-559,600
Closed -$12.7M – 579
2013
Q3 		$12.7M Buy
559,600
+72,900
+15% +$1.65M 0.02% 379
2013
Q2 		$11.9M Buy
+486,700
New +$12.3M 0.02% 359

Other funds holding TMHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Waddell & Reed Financial's TMHC Position: Q4 2013 in Review

Waddell & Reed Financial sold out of Taylor Morrison (TMHC) in Q4 2013, closing a stake of 559,600 shares — an estimated $12.7M sold.

Waddell & Reed Financial first reported a position in TMHC in Q2 2013 and held it in 2 quarters. The position peaked at $12.7M in Q3 2013. 102 funds tracked by Wall St. Rank hold TMHC as of Q4 2013.

  • Waddell & Reed Financial reported no remaining Taylor Morrison position as of Q4 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 559,600 Taylor Morrison shares in Q4 2013, an estimated $12.7M.
  • Waddell & Reed Financial first reported a position in Taylor Morrison in Q2 2013 and held it in 2 quarters.
  • Waddell & Reed Financial's Taylor Morrison position peaked at $12.7M in Q3 2013.
  • 102 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2013.

Based on Waddell & Reed Financial's 13F filing for Q4 2013, filed 14 Feb 2014.