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Ada Investment Management’s Pultegroup PHM Stock Holding History

Ada 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
2015
Q4 		$313K Buy
+17,579
New +$328K 0.21% 184

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ada Investment Management's PHM Position: Q4 2015 in Review

Ada Investment Management opened a new position in Pultegroup (PHM) in Q4 2015: 17,579 shares worth $313K. The stake represents 0.21% of the portfolio and ranks #184 among its holdings.

383 funds tracked by Wall St. Rank hold PHM as of Q4 2015.

  • Ada Investment Management held 17,579 shares of Pultegroup worth $313K as of Q4 2015.
  • Pultegroup was a new Ada Investment Management position in Q4 2015.
  • Pultegroup made up 0.21% of Ada Investment Management's portfolio in Q4 2015, its #184 holding.
  • 383 funds tracked by Wall St. Rank held Pultegroup as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.