Kanaly Trust’s M/I Homes MHO Stock Holding History

Kanaly Trust’s Portfolio MHO Stock Details MHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-35	Closed	-$1K	–	902
2015 Q4	$1K	Buy	+35	New	+$804	﹤0.01%	852

Other funds holding MHO

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

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

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

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

DSC

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Kanaly Trust's MHO Position: Q1 2016 in Review

Kanaly Trust sold out of M/I Homes (MHO) in Q1 2016, closing a stake of 35 shares — an estimated $1K sold.

Kanaly Trust first reported a position in MHO in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 125 funds tracked by Wall St. Rank hold MHO as of Q1 2016.

Kanaly Trust reported no remaining M/I Homes position as of Q1 2016 after selling out during the quarter.
Kanaly Trust sold 35 M/I Homes shares in Q1 2016, an estimated $1K.
Kanaly Trust first reported a position in M/I Homes in Q4 2015 and held it in 1 quarter.
Kanaly Trust's M/I Homes position peaked at $1K in Q4 2015.
125 funds tracked by Wall St. Rank held M/I Homes as of Q1 2016.

Based on Kanaly Trust's 13F filing for Q1 2016, filed 13 Apr 2016.