abrdn Investment Management’s Pultegroup PHM Stock Holding History

abrdn Investment Management’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
2016 Q4	–	Sell	-59,908	Closed	-$1.2M	–	197
2016 Q3	$1.2M	Buy	+59,908	New	+$1.24M	﹤0.01%	174
2015 Q1	–	Sell	-13,694	Closed	-$294K	–	369
2014 Q4	$294K	Sell	13,694 -456	-3%	-$9.1K	﹤0.01%	446
2014 Q3	$250K	Sell	14,150 -308	-2%	-$5.8K	﹤0.01%	565
2014 Q2	$291K	Sell	14,458 -718	-5%	-$13.8K	﹤0.01%	524
2014 Q1	$291K	Sell	15,176 -220,309	-94%	-$4.35M	﹤0.01%	447
2013 Q4	$4.8M	Buy	235,485 +6,944	+3%	+$123K	0.03%	180
2013 Q3	$3.77M	Sell	228,541 -157,839	-41%	-$2.69M	0.02%	174
2013 Q2	$7.33M	Buy	+386,380	New	+$8.03M	0.05%	148

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

abrdn Investment Management's PHM Position: Q4 2016 in Review

abrdn Investment Management sold out of Pultegroup (PHM) in Q4 2016, closing a stake of 59,908 shares — an estimated $1.2M sold.

abrdn Investment Management first reported a position in PHM in Q2 2013 and held it in 8 quarters. The position peaked at $7.33M in Q2 2013. 425 funds tracked by Wall St. Rank hold PHM as of Q4 2016.

abrdn Investment Management reported no remaining Pultegroup position as of Q4 2016 after selling out during the quarter.
abrdn Investment Management sold 59,908 Pultegroup shares in Q4 2016, an estimated $1.2M.
abrdn Investment Management first reported a position in Pultegroup in Q2 2013 and held it in 8 quarters.
abrdn Investment Management's Pultegroup position peaked at $7.33M in Q2 2013.
425 funds tracked by Wall St. Rank held Pultegroup as of Q4 2016.

Based on abrdn Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.