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Affinity Wealth Management’s Pultegroup PHM Stock Holding History

Affinity Wealth 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
2017
Q3 		– Sell
-15,739
Closed -$386K – 78
2017
Q2 		$386K Hold
15,739
– – 0.24% 31
2017
Q1 		$371K Buy
15,739
+3,858
+32% +$83.1K 0.21% 34
2016
Q4 		$218K Sell
11,881
-2,133
-15% -$40.5K 0.12% 56
2016
Q3 		$281K Buy
+14,014
New +$291K 0.18% 41

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Affinity Wealth Management's PHM Position: Q3 2017 in Review

Affinity Wealth Management sold out of Pultegroup (PHM) in Q3 2017, closing a stake of 15,739 shares — an estimated $386K sold.

Affinity Wealth Management first reported a position in PHM in Q3 2016 and held it in 4 quarters. The position peaked at $386K in Q2 2017. 480 funds tracked by Wall St. Rank hold PHM as of Q3 2017.

  • Affinity Wealth Management reported no remaining Pultegroup position as of Q3 2017 after selling out during the quarter.
  • Affinity Wealth Management sold 15,739 Pultegroup shares in Q3 2017, an estimated $386K.
  • Affinity Wealth Management first reported a position in Pultegroup in Q3 2016 and held it in 4 quarters.
  • Affinity Wealth Management's Pultegroup position peaked at $386K in Q2 2017.
  • 480 funds tracked by Wall St. Rank held Pultegroup as of Q3 2017.

Based on Affinity Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.