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Archford Capital Strategies’s Pultegroup PHM Stock Holding History

Archford Capital Strategies’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
2018
Q4 		– Sell
-573
Closed -$14K – 525
2018
Q3 		$14K Hold
573
– – 0.01% 393
2018
Q2 		$16K Buy
+573
New +$17.2K 0.01% 391

Other funds holding PHM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Archford Capital Strategies's PHM Position: Q4 2018 in Review

Archford Capital Strategies sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 573 shares — an estimated $14K sold.

Archford Capital Strategies first reported a position in PHM in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q2 2018. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • Archford Capital Strategies reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 573 Pultegroup shares in Q4 2018, an estimated $14K.
  • Archford Capital Strategies first reported a position in Pultegroup in Q2 2018 and held it in 2 quarters.
  • Archford Capital Strategies's Pultegroup position peaked at $16K in Q2 2018.
  • 530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Archford Capital Strategies's 13F filing for Q4 2018, filed 13 Feb 2019.