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Bank of the West’s Pultegroup PHM Stock Holding History

Bank of the West’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
-15,069
Closed -$412K – 302
2017
Q3 		$412K Buy
15,069
+2,618
+21% +$66.2K 0.05% 224
2017
Q2 		$305K Sell
12,451
-6,460
-34% -$151K 0.04% 253
2017
Q1 		$445K Buy
18,911
+382
+2% +$8.23K 0.06% 217
2016
Q4 		$341K Buy
+18,529
New +$352K 0.05% 236

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of the West's PHM Position: Q4 2017 in Review

Bank of the West sold out of Pultegroup (PHM) in Q4 2017, closing a stake of 15,069 shares — an estimated $412K sold.

Bank of the West first reported a position in PHM in Q4 2016 and held it in 4 quarters. The position peaked at $445K in Q1 2017. 566 funds tracked by Wall St. Rank hold PHM as of Q4 2017.

  • Bank of the West reported no remaining Pultegroup position as of Q4 2017 after selling out during the quarter.
  • Bank of the West sold 15,069 Pultegroup shares in Q4 2017, an estimated $412K.
  • Bank of the West first reported a position in Pultegroup in Q4 2016 and held it in 4 quarters.
  • Bank of the West's Pultegroup position peaked at $445K in Q1 2017.
  • 566 funds tracked by Wall St. Rank held Pultegroup as of Q4 2017.

Based on Bank of the West's 13F filing for Q4 2017, filed 5 Feb 2018.