WAM
MHO icon

Wealthspire Advisors (Maryland)’s M/I Homes MHO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-79
Closed -$2K – 1382
2019
Q1 		$2K Hold
79
– – ﹤0.01% 2173
2018
Q4 		$2K Buy
79
+31
+65% +$715 ﹤0.01% 2099
2018
Q3 		$1K Sell
48
-38
-44% -$986 ﹤0.01% 2298
2018
Q2 		$2K Buy
86
+51
+146% +$1.52K ﹤0.01% 2171
2018
Q1 		$1K Hold
35
– – ﹤0.01% 2359
2017
Q4 		$1K Buy
+35
New +$1.14K ﹤0.01% 2303

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MHO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of M/I Homes (MHO) in Q2 2019, closing a stake of 79 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in MHO in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 152 funds tracked by Wall St. Rank hold MHO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining M/I Homes position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 79 M/I Homes shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in M/I Homes in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s M/I Homes position peaked at $2K in Q1 2019.
  • 152 funds tracked by Wall St. Rank held M/I Homes as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.