Mariner Wealth Advisors (Cincinnati)’s D.R. Horton DHI Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$441K	Sell	10,445 -3,782	-27%	-$164K	0.02%	205
2018 Q2	$583K	Sell	14,227 -323,898	-96%	-$14M	0.03%	169
2018 Q1	$14.8M	Buy	338,125 +8,504	+3%	+$397K	0.91%	44
2017 Q4	$16.8M	Buy	329,621 +6,483	+2%	+$302K	1.02%	41
2017 Q3	$12.9M	Buy	323,138 +23,686	+8%	+$863K	0.84%	47
2017 Q2	$10.4M	Buy	+299,452	New	+$10M	0.72%	51

Other funds holding DHI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

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

Mariner Wealth Advisors (Cincinnati)'s DHI Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its D.R. Horton (DHI) stake by 27% in Q3 2018, selling an estimated $164K and leaving 10,445 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #205.

Mariner Wealth Advisors (Cincinnati) first reported a position in DHI in Q2 2017 and has held it in 6 quarters since. The position peaked at $16.8M in Q4 2017. 638 funds tracked by Wall St. Rank hold DHI as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 10,445 shares of D.R. Horton worth $441K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 3,782 D.R. Horton shares in Q3 2018, an estimated $164K.
D.R. Horton made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #205 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in D.R. Horton in Q2 2017 and has held it in 6 quarters since.
Mariner Wealth Advisors (Cincinnati)'s D.R. Horton position peaked at $16.8M in Q4 2017.
638 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.