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1st Global Advisors’s Pultegroup PHM Stock Holding History

1st Global Advisors’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
2017
Q2 		$266K Buy
+10,829
New +$253K 0.03% 405
2013
Q3 		– Sell
-15,935
Closed -$302K – 401
2013
Q2 		$302K Buy
+15,935
New +$331K 0.07% 222

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

1st Global Advisors's PHM Position: Q2 2017 in Review

1st Global Advisors opened a new position in Pultegroup (PHM) in Q2 2017: 10,829 shares worth $266K. The stake represents 0.03% of the portfolio and ranks #405 among its holdings. This is a return to the name: 1st Global Advisors previously reported a position in PHM as recently as Q2 2013.

1st Global Advisors first reported a position in PHM in Q2 2013 and has held it in 2 quarters since. The position peaked at $302K in Q2 2013. 489 funds tracked by Wall St. Rank hold PHM as of Q2 2017.

  • 1st Global Advisors held 10,829 shares of Pultegroup worth $266K as of Q2 2017.
  • Pultegroup was a new 1st Global Advisors position in Q2 2017.
  • Pultegroup made up 0.03% of 1st Global Advisors's portfolio in Q2 2017, its #405 holding.
  • 1st Global Advisors first reported a position in Pultegroup in Q2 2013 and has held it in 2 quarters since.
  • 1st Global Advisors's Pultegroup position peaked at $302K in Q2 2013.
  • 489 funds tracked by Wall St. Rank held Pultegroup as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.