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BB&T Investment Services’s Pultegroup PHM Stock Holding History

BB&T Investment Services’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 		$37K Buy
1,154
+38
+3% +$1.18K 0.01% 630
2017
Q3 		$33K Sell
1,116
-782
-41% -$19.8K 0.01% 602
2017
Q2 		$45K Buy
1,898
+11
+0.6% +$257 0.01% 493
2017
Q1 		$39K Buy
1,887
+571
+43% +$12.3K 0.02% 423
2016
Q4 		$24K Buy
+1,316
New +$25K 0.02% 395

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 $8.66B AUM 17.37% 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

BB&T Investment Services's PHM Position: Q4 2017 in Review

BB&T Investment Services increased its Pultegroup (PHM) stake by 3.4% in Q4 2017, buying an estimated $1.18K and bringing the position to 1,154 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #630.

BB&T Investment Services first reported a position in PHM in Q4 2016 and has held it in 5 quarters since. The position peaked at $45K in Q2 2017. 566 funds tracked by Wall St. Rank hold PHM as of Q4 2017.

  • BB&T Investment Services held 1,154 shares of Pultegroup worth $37K as of Q4 2017.
  • BB&T Investment Services bought 38 Pultegroup shares in Q4 2017, an estimated $1.18K.
  • Pultegroup made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #630 holding.
  • BB&T Investment Services first reported a position in Pultegroup in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Pultegroup position peaked at $45K in Q2 2017.
  • 566 funds tracked by Wall St. Rank held Pultegroup as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.