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WESPAC Advisors SoCal’s D.R. Horton DHI Stock Holding History

WESPAC Advisors SoCal’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
2016
Q1 		– Sell
-10,725
Closed -$343K – 299
2015
Q4 		$343K Buy
+10,725
New +$335K 0.23% 65

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

WESPAC Advisors SoCal's DHI Position: Q1 2016 in Review

WESPAC Advisors SoCal sold out of D.R. Horton (DHI) in Q1 2016, closing a stake of 10,725 shares — an estimated $343K sold.

WESPAC Advisors SoCal first reported a position in DHI in Q4 2015 and held it in 1 quarter. The position peaked at $343K in Q4 2015. 491 funds tracked by Wall St. Rank hold DHI as of Q1 2016.

  • WESPAC Advisors SoCal reported no remaining D.R. Horton position as of Q1 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 10,725 D.R. Horton shares in Q1 2016, an estimated $343K.
  • WESPAC Advisors SoCal first reported a position in D.R. Horton in Q4 2015 and held it in 1 quarter.
  • WESPAC Advisors SoCal's D.R. Horton position peaked at $343K in Q4 2015.
  • 491 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2016, filed 12 Aug 2016.