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Mark Sheptoff Financial Planning’s D.R. Horton DHI Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-100
Closed -$3K – 364
2015
Q4 		$3K Hold
100
– – ﹤0.01% 318
2015
Q3 		$3K Hold
100
– – ﹤0.01% 314
2015
Q2 		$3K Hold
100
– – ﹤0.01% 313
2015
Q1 		$3K Hold
100
– – ﹤0.01% 300
2014
Q4 		$3K Hold
100
– – ﹤0.01% 300
2014
Q3 		$2K Hold
100
– – ﹤0.01% 317
2014
Q2 		$2K Hold
100
– – ﹤0.01% 323
2014
Q1 		$2K Buy
+100
New +$2.26K ﹤0.01% 334

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Mark Sheptoff Financial Planning's DHI Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of D.R. Horton (DHI) in Q1 2016, closing a stake of 100 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in DHI in Q1 2014 and held it in 8 quarters. The position peaked at $3K in Q4 2015. 491 funds tracked by Wall St. Rank hold DHI as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining D.R. Horton position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 D.R. Horton shares in Q1 2016, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in D.R. Horton in Q1 2014 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's D.R. Horton position peaked at $3K in Q4 2015.
  • 491 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.