Independent Portfolio Consultants’s D.R. Horton DHI Stock Holding History

Independent Portfolio Consultants’s Portfolio DHI Stock Details DHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$72K	Sell	2,073 -87	-4%	-$2.91K	0.03%	461
2017 Q1	$72K	Sell	2,160 -650	-23%	-$20.2K	0.02%	509
2016 Q4	$77K	Buy	+2,810	New	+$80.3K	0.03%	485
2015 Q2	–	Sell	-50	Closed	-$1K	–	900
2015 Q1	$1K	Buy	+50	New	+$1.3K	﹤0.01%	921
2014 Q3	–	Sell	-1,690	Closed	-$42K	–	854
2014 Q2	$42K	Buy	+1,690	New	+$38.6K	0.01%	663

Other funds holding DHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Independent Portfolio Consultants's DHI Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its D.R. Horton (DHI) stake by 4% in Q2 2017, selling an estimated $2.91K and leaving 2,073 shares worth $72K. The position accounts for 0.03% of the portfolio, ranked #461.

Independent Portfolio Consultants first reported a position in DHI in Q2 2014 and has held it in 5 quarters since. The position peaked at $77K in Q4 2016. 571 funds tracked by Wall St. Rank hold DHI as of Q2 2017.

Independent Portfolio Consultants held 2,073 shares of D.R. Horton worth $72K as of Q2 2017.
Independent Portfolio Consultants sold 87 D.R. Horton shares in Q2 2017, an estimated $2.91K.
D.R. Horton made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #461 holding.
Independent Portfolio Consultants first reported a position in D.R. Horton in Q2 2014 and has held it in 5 quarters since.
Independent Portfolio Consultants's D.R. Horton position peaked at $77K in Q4 2016.
571 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.