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Wealthspire Advisors (Maryland)’s Taylor Morrison TMHC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-34
Closed -$1K – 1885
2019
Q1 		$1K Hold
34
– – ﹤0.01% 2390
2018
Q4 		$1K Buy
+34
New +$555 ﹤0.01% 2333

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TMHC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Taylor Morrison (TMHC) in Q2 2019, closing a stake of 34 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in TMHC in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 182 funds tracked by Wall St. Rank hold TMHC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Taylor Morrison position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 34 Taylor Morrison shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Taylor Morrison in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Taylor Morrison position peaked at $1K in Q1 2019.
  • 182 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.