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UBS’s M/I Homes MHO Stock Holding History

UBS’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
2014
Q3 		– Sell
-100
Closed -$2K – 10586
2014
Q2 		$2K Buy
+100
New +$2.27K ﹤0.01% 10042
2013
Q4 		– Sell
-1,500
Closed -$31K – 10609
2013
Q3 		$31K Buy
1,500
+1,400
+1,400% +$29.4K ﹤0.01% 7499
2013
Q2 		$2K Buy
+100
New +$2.43K ﹤0.01% 9809

Other funds holding MHO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS's MHO Position: Q3 2014 in Review

UBS reduced its M/I Homes (MHO) stake by 80% in Q3 2014, selling an estimated $37.2K and leaving 419 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #9046.

UBS first reported a position in MHO in Q2 2013 and has held it in 6 quarters since. The position peaked at $185K in Q3 2013. 101 funds tracked by Wall St. Rank hold MHO as of Q3 2014.

  • UBS held 419 shares of M/I Homes worth $8K as of Q3 2014.
  • UBS sold 1,709 M/I Homes shares in Q3 2014, an estimated $37.2K.
  • M/I Homes made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9046 holding.
  • UBS first reported a position in M/I Homes in Q2 2013 and has held it in 6 quarters since.
  • UBS's M/I Homes position peaked at $185K in Q3 2013.
  • 101 funds tracked by Wall St. Rank held M/I Homes as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.