United Capital Financial Advisors’s M/I Homes MHO Stock Holding History

United Capital Financial Advisors’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 Q4	–	Sell	-13,829	Closed	-$326K	–	1296
2016 Q3	$326K	Sell	13,829 -83	-0.6%	-$1.84K	﹤0.01%	1050
2016 Q2	$264K	Buy	13,912 +3,342	+32%	+$63K	﹤0.01%	1076
2016 Q1	$197K	Buy	+10,570	New	+$190K	﹤0.01%	1128
2015 Q3	–	Sell	-71,155	Closed	-$1.75M	–	1290
2015 Q2	$1.75M	Buy	71,155 +15,476	+28%	+$368K	0.02%	599
2015 Q1	$1.26M	Buy	55,679 +17,211	+45%	+$377K	0.02%	680
2014 Q4	$883K	Buy	38,468 +3,437	+10%	+$74.8K	0.01%	683
2014 Q3	$694K	Buy	35,031 +8,266	+31%	+$180K	0.01%	701
2014 Q2	$650K	Buy	+26,765	New	+$609K	0.01%	646

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

DSC

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

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

United Capital Financial Advisors's MHO Position: Q4 2016 in Review

United Capital Financial Advisors sold out of M/I Homes (MHO) in Q4 2016, closing a stake of 13,829 shares — an estimated $326K sold.

United Capital Financial Advisors first reported a position in MHO in Q2 2014 and held it in 8 quarters. The position peaked at $1.75M in Q2 2015. 135 funds tracked by Wall St. Rank hold MHO as of Q4 2016.

United Capital Financial Advisors reported no remaining M/I Homes position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 13,829 M/I Homes shares in Q4 2016, an estimated $326K.
United Capital Financial Advisors first reported a position in M/I Homes in Q2 2014 and held it in 8 quarters.
United Capital Financial Advisors's M/I Homes position peaked at $1.75M in Q2 2015.
135 funds tracked by Wall St. Rank held M/I Homes as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.