1IC
PHM icon

1919 Investment Counsel’s Pultegroup PHM Stock Holding History

1919 Investment Counsel’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$9K Sell
500
-100
-17% -$1.88K ﹤0.01% 887
2014
Q2 		$13K Buy
+600
New +$11.5K ﹤0.01% 870

Other funds holding PHM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

1919 Investment Counsel's PHM Position: Q3 2014 in Review

1919 Investment Counsel reduced its Pultegroup (PHM) stake by 17% in Q3 2014, selling an estimated $1.88K and leaving 500 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

1919 Investment Counsel first reported a position in PHM in Q2 2014 and has held it in 2 quarters since. The position peaked at $13K in Q2 2014. 399 funds tracked by Wall St. Rank hold PHM as of Q3 2014.

  • 1919 Investment Counsel held 500 shares of Pultegroup worth $9K as of Q3 2014.
  • 1919 Investment Counsel sold 100 Pultegroup shares in Q3 2014, an estimated $1.88K.
  • Pultegroup made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #887 holding.
  • 1919 Investment Counsel first reported a position in Pultegroup in Q2 2014 and has held it in 2 quarters since.
  • 1919 Investment Counsel's Pultegroup position peaked at $13K in Q2 2014.
  • 399 funds tracked by Wall St. Rank held Pultegroup as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.