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Beck Capital Management’s Pultegroup PHM Stock Holding History

Beck Capital Management’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
Q2 		– Sell
-22,745
Closed -$671K – 113
2018
Q1 		$671K Sell
22,745
-6,960
-23% -$216K 0.31% 64
2017
Q4 		$988K Buy
29,705
+8,055
+37% +$250K 0.44% 58
2017
Q3 		$592K Sell
21,650
-3,150
-13% -$79.7K 0.28% 70
2017
Q2 		$600K Buy
24,800
+1,270
+5% +$29.6K 0.31% 69
2017
Q1 		$554K Buy
+23,530
New +$507K 0.29% 66

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beck Capital Management's PHM Position: Q2 2018 in Review

Beck Capital Management sold out of Pultegroup (PHM) in Q2 2018, closing a stake of 22,745 shares — an estimated $671K sold.

Beck Capital Management first reported a position in PHM in Q1 2017 and held it in 5 quarters. The position peaked at $988K in Q4 2017. 550 funds tracked by Wall St. Rank hold PHM as of Q2 2018.

  • Beck Capital Management reported no remaining Pultegroup position as of Q2 2018 after selling out during the quarter.
  • Beck Capital Management sold 22,745 Pultegroup shares in Q2 2018, an estimated $671K.
  • Beck Capital Management first reported a position in Pultegroup in Q1 2017 and held it in 5 quarters.
  • Beck Capital Management's Pultegroup position peaked at $988K in Q4 2017.
  • 550 funds tracked by Wall St. Rank held Pultegroup as of Q2 2018.

Based on Beck Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.