Advance Capital I’s Pultegroup PHM Stock Holding History

Advance Capital I’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 Q2	–	Sell	-63,400	Closed	-$1.22M	–	198
2014 Q1	$1.22M	Buy	+63,400	New	+$1.25M	0.63%	65

Other funds holding PHM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advance Capital I's PHM Position: Q2 2014 in Review

Advance Capital I sold out of Pultegroup (PHM) in Q2 2014, closing a stake of 63,400 shares — an estimated $1.22M sold.

Advance Capital I first reported a position in PHM in Q1 2014 and held it in 1 quarter. The position peaked at $1.22M in Q1 2014. 405 funds tracked by Wall St. Rank hold PHM as of Q2 2014.

Advance Capital I reported no remaining Pultegroup position as of Q2 2014 after selling out during the quarter.
Advance Capital I sold 63,400 Pultegroup shares in Q2 2014, an estimated $1.22M.
Advance Capital I first reported a position in Pultegroup in Q1 2014 and held it in 1 quarter.
Advance Capital I's Pultegroup position peaked at $1.22M in Q1 2014.
405 funds tracked by Wall St. Rank held Pultegroup as of Q2 2014.

Based on Advance Capital I's 13F filing for Q2 2014, filed 5 Aug 2014.