Arrow Financial’s Pultegroup PHM Stock Holding History

Arrow Financial’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
2016 Q1	–	Sell	-156	Closed	-$3K	–	450
2015 Q4	$3K	Buy	+156	New	+$2.91K	﹤0.01%	392

Other funds holding PHM

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrow Financial's PHM Position: Q1 2016 in Review

Arrow Financial sold out of Pultegroup (PHM) in Q1 2016, closing a stake of 156 shares — an estimated $3K sold.

Arrow Financial first reported a position in PHM in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 409 funds tracked by Wall St. Rank hold PHM as of Q1 2016.

Arrow Financial reported no remaining Pultegroup position as of Q1 2016 after selling out during the quarter.
Arrow Financial sold 156 Pultegroup shares in Q1 2016, an estimated $3K.
Arrow Financial first reported a position in Pultegroup in Q4 2015 and held it in 1 quarter.
Arrow Financial's Pultegroup position peaked at $3K in Q4 2015.
409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2016.

Based on Arrow Financial's 13F filing for Q1 2016, filed 4 May 2016.