Bank of Nova Scotia Trust’s Pultegroup PHM Stock Holding History

Bank of Nova Scotia Trust’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
2017 Q4	–	Sell	-2,313	Closed	-$64K	–	315
2017 Q3	$64K	Buy	+2,313	New	+$58.5K	0.01%	225

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Nova Scotia Trust's PHM Position: Q4 2017 in Review

Bank of Nova Scotia Trust sold out of Pultegroup (PHM) in Q4 2017, closing a stake of 2,313 shares — an estimated $64K sold.

Bank of Nova Scotia Trust first reported a position in PHM in Q3 2017 and held it in 1 quarter. The position peaked at $64K in Q3 2017. 566 funds tracked by Wall St. Rank hold PHM as of Q4 2017.

Bank of Nova Scotia Trust reported no remaining Pultegroup position as of Q4 2017 after selling out during the quarter.
Bank of Nova Scotia Trust sold 2,313 Pultegroup shares in Q4 2017, an estimated $64K.
Bank of Nova Scotia Trust first reported a position in Pultegroup in Q3 2017 and held it in 1 quarter.
Bank of Nova Scotia Trust's Pultegroup position peaked at $64K in Q3 2017.
566 funds tracked by Wall St. Rank held Pultegroup as of Q4 2017.

Based on Bank of Nova Scotia Trust's 13F filing for Q4 2017, filed 13 Feb 2018.