D.A. Davidson & Co’s Anywhere Real Estate HOUS Stock Holding History

D.A. Davidson & Co’s Portfolio HOUS Stock Details HOUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,919	Closed	-$192K	–	1483
2017 Q2	$192K	Sell	5,919 -131	-2%	-$3.96K	﹤0.01%	969
2017 Q1	$180K	Sell	6,050 -2,589	-30%	-$70.4K	﹤0.01%	986
2016 Q4	$220K	Buy	8,639 +7,297	+544%	+$181K	0.01%	962
2016 Q3	$34K	Buy	1,342 +112	+9%	+$3.1K	﹤0.01%	1685
2016 Q2	$35K	Buy	1,230 +492	+67%	+$16.2K	﹤0.01%	1547
2016 Q1	$26K	Sell	738 -4,065	-85%	-$133K	﹤0.01%	1631
2015 Q4	$175K	Sell	4,803 -35	-0.7%	-$1.38K	0.01%	887
2015 Q3	$181K	Sell	4,838 -72	-1%	-$3.14K	0.01%	859
2015 Q2	$228K	Sell	4,910 -107	-2%	-$4.97K	0.01%	826
2015 Q1	$227K	Buy	5,017 +140	+3%	+$6.45K	0.01%	823
2014 Q4	$216K	Buy	4,877 +4,354	+833%	+$181K	0.01%	839
2014 Q3	$19K	Buy	523 +101	+24%	+$3.95K	﹤0.01%	1682
2014 Q2	$15K	Hold	422	–	–	﹤0.01%	1718
2014 Q1	$18K	Sell	422 -42	-9%	-$1.96K	﹤0.01%	1667
2013 Q4	$22K	Buy	464 +140	+43%	+$6.33K	﹤0.01%	1533
2013 Q3	$13K	Buy	+324	New	+$14.7K	﹤0.01%	1419

Other funds holding HOUS

Fidelity Investments

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

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

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return