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America First Investment Advisors’s Pultegroup PHM Stock Holding History

America First Investment 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
2014
Q4 		– Sell
-1,200
Closed -$21K – 157
2014
Q3 		$21K Buy
+1,200
New +$22.6K 0.01% 112

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

America First Investment Advisors's PHM Position: Q4 2014 in Review

America First Investment Advisors sold out of Pultegroup (PHM) in Q4 2014, closing a stake of 1,200 shares — an estimated $21K sold.

America First Investment Advisors first reported a position in PHM in Q3 2014 and held it in 1 quarter. The position peaked at $21K in Q3 2014. 410 funds tracked by Wall St. Rank hold PHM as of Q4 2014.

  • America First Investment Advisors reported no remaining Pultegroup position as of Q4 2014 after selling out during the quarter.
  • America First Investment Advisors sold 1,200 Pultegroup shares in Q4 2014, an estimated $21K.
  • America First Investment Advisors first reported a position in Pultegroup in Q3 2014 and held it in 1 quarter.
  • America First Investment Advisors's Pultegroup position peaked at $21K in Q3 2014.
  • 410 funds tracked by Wall St. Rank held Pultegroup as of Q4 2014.

Based on America First Investment Advisors's 13F filing for Q4 2014, filed 2 Feb 2015.