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Bellwether Investment Group’s Pultegroup PHM Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-122
Closed -$3K – 463
2017
Q1 		$3K Sell
122
-75
-38% -$1.62K 0.01% 689
2016
Q4 		$4K Buy
+197
New +$3.74K ﹤0.01% 826

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Bellwether Investment Group's PHM Position: Q2 2017 in Review

Bellwether Investment Group sold out of Pultegroup (PHM) in Q2 2017, closing a stake of 122 shares — an estimated $3K sold.

Bellwether Investment Group first reported a position in PHM in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q4 2016. 489 funds tracked by Wall St. Rank hold PHM as of Q2 2017.

  • Bellwether Investment Group reported no remaining Pultegroup position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 122 Pultegroup shares in Q2 2017, an estimated $3K.
  • Bellwether Investment Group first reported a position in Pultegroup in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Pultegroup position peaked at $4K in Q4 2016.
  • 489 funds tracked by Wall St. Rank held Pultegroup as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.