WRF
MHO icon

Waddell & Reed Financial’s M/I Homes MHO Stock Holding History

Waddell & Reed Financial’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
-165,800
Closed -$3.91M – 608
2016
Q3 		$3.91M Buy
+165,800
New +$3.67M 0.01% 538
2016
Q1 		– Sell
-337,100
Closed -$7.39M – 620
2015
Q4 		$7.39M Buy
337,100
+34,500
+11% +$792K 0.01% 458
2015
Q3 		$7.14M Buy
+302,600
New +$7.51M 0.01% 456

Other funds holding MHO

Franklin Resources
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waddell & Reed Financial's MHO Position: Q4 2016 in Review

Waddell & Reed Financial sold out of M/I Homes (MHO) in Q4 2016, closing a stake of 165,800 shares — an estimated $3.91M sold.

Waddell & Reed Financial first reported a position in MHO in Q3 2015 and held it in 3 quarters. The position peaked at $7.39M in Q4 2015. 135 funds tracked by Wall St. Rank hold MHO as of Q4 2016.

  • Waddell & Reed Financial reported no remaining M/I Homes position as of Q4 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 165,800 M/I Homes shares in Q4 2016, an estimated $3.91M.
  • Waddell & Reed Financial first reported a position in M/I Homes in Q3 2015 and held it in 3 quarters.
  • Waddell & Reed Financial's M/I Homes position peaked at $7.39M in Q4 2015.
  • 135 funds tracked by Wall St. Rank held M/I Homes as of Q4 2016.

Based on Waddell & Reed Financial's 13F filing for Q4 2016, filed 14 Feb 2017.