Willingdon Wealth Management’s Taylor Morrison TMHC Stock Holding History

Willingdon Wealth Management’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 Q4	–	Sell	-5	Closed	–	–	526
2019 Q3	$0	Buy	+5	New	+$115	﹤0.01%	540

Other funds holding TMHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Willingdon Wealth Management's TMHC Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Taylor Morrison (TMHC) in Q4 2019, closing a stake of 5 shares.

Willingdon Wealth Management first reported a position in TMHC in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 236 funds tracked by Wall St. Rank hold TMHC as of Q4 2019.

Willingdon Wealth Management reported no remaining Taylor Morrison position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 5 Taylor Morrison shares in Q4 2019.
Willingdon Wealth Management first reported a position in Taylor Morrison in Q3 2019 and held it in 1 quarter.
Willingdon Wealth Management's Taylor Morrison position peaked at $0 in Q3 2019.
236 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.