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Apriem Advisors’s Pultegroup PHM Stock Holding History

Apriem 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
-250
Closed -$4K – 541
2014
Q3 		$4K Hold
250
– – ﹤0.01% 454
2014
Q2 		$5K Hold
250
– – ﹤0.01% 395
2014
Q1 		$5K Buy
+250
New +$4.94K ﹤0.01% 411

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

Apriem Advisors's PHM Position: Q4 2014 in Review

Apriem Advisors sold out of Pultegroup (PHM) in Q4 2014, closing a stake of 250 shares — an estimated $4K sold.

Apriem Advisors first reported a position in PHM in Q1 2014 and held it in 3 quarters. The position peaked at $5K in Q2 2014. 410 funds tracked by Wall St. Rank hold PHM as of Q4 2014.

  • Apriem Advisors reported no remaining Pultegroup position as of Q4 2014 after selling out during the quarter.
  • Apriem Advisors sold 250 Pultegroup shares in Q4 2014, an estimated $4K.
  • Apriem Advisors first reported a position in Pultegroup in Q1 2014 and held it in 3 quarters.
  • Apriem Advisors's Pultegroup position peaked at $5K in Q2 2014.
  • 410 funds tracked by Wall St. Rank held Pultegroup as of Q4 2014.

Based on Apriem Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.