SVA Wealth Management’s D.R. Horton DHI Stock Holding History

SVA Wealth Management’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	–	Sell	-5,040	Closed	-$207K	–	215
2018 Q2	$207K	Buy	+5,040	New	+$217K	0.02%	203

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

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

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

LPC

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SVA Wealth Management's DHI Position: Q3 2018 in Review

SVA Wealth Management sold out of D.R. Horton (DHI) in Q3 2018, closing a stake of 5,040 shares — an estimated $207K sold.

SVA Wealth Management first reported a position in DHI in Q2 2018 and held it in 1 quarter. The position peaked at $207K in Q2 2018. 639 funds tracked by Wall St. Rank hold DHI as of Q3 2018.

SVA Wealth Management reported no remaining D.R. Horton position as of Q3 2018 after selling out during the quarter.
SVA Wealth Management sold 5,040 D.R. Horton shares in Q3 2018, an estimated $207K.
SVA Wealth Management first reported a position in D.R. Horton in Q2 2018 and held it in 1 quarter.
SVA Wealth Management's D.R. Horton position peaked at $207K in Q2 2018.
639 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2018.

Based on SVA Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.