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Avantax Planning Partners’s Pultegroup PHM Stock Holding History

Avantax Planning Partners’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
-764
Closed -$19K – 947
2018
Q3 		$19K Buy
+764
New +$21.7K ﹤0.01% 719
2018
Q2 		– Sell
-774
Closed -$23K – 1130
2018
Q1 		$23K Buy
+774
New +$24K ﹤0.01% 730

Other funds holding PHM

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

Avantax Planning Partners's PHM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 764 shares — an estimated $19K sold.

Avantax Planning Partners first reported a position in PHM in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 764 Pultegroup shares in Q4 2018, an estimated $19K.
  • Avantax Planning Partners first reported a position in Pultegroup in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Pultegroup position peaked at $23K in Q1 2018.
  • 530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.