Integrated Wealth Management (Palm Desert)’s D.R. Horton DHI Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q2	–	Sell	-1,000	Closed	-$30K	–	1308
2016 Q1	$30K	Sell	1,000 -67	-6%	-$1.84K	0.01%	468
2015 Q4	$34K	Buy	1,067 +67	+7%	+$2.09K	0.01%	461
2015 Q3	$29K	Hold	1,000	–	–	0.01%	481
2015 Q2	$27K	Hold	1,000	–	–	0.01%	521
2015 Q1	$28K	Buy	+1,000	New	+$26.1K	0.01%	490

Other funds holding DHI

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s DHI Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of D.R. Horton (DHI) in Q2 2016, closing a stake of 1,000 shares — an estimated $30K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DHI in Q1 2015 and held it in 5 quarters. The position peaked at $34K in Q4 2015. 507 funds tracked by Wall St. Rank hold DHI as of Q2 2016.

Integrated Wealth Management (Palm Desert) reported no remaining D.R. Horton position as of Q2 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,000 D.R. Horton shares in Q2 2016, an estimated $30K.
Integrated Wealth Management (Palm Desert) first reported a position in D.R. Horton in Q1 2015 and held it in 5 quarters.
Integrated Wealth Management (Palm Desert)'s D.R. Horton position peaked at $34K in Q4 2015.
507 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.