BFSG LLC’s Pultegroup PHM Stock Holding History

BFSG LLC’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 Q1	–	Sell	-9,277	Closed	-$308K	–	163
2017 Q4	$308K	Buy	+9,277	New	+$288K	0.13%	119

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BFSG LLC's PHM Position: Q1 2018 in Review

BFSG LLC sold out of Pultegroup (PHM) in Q1 2018, closing a stake of 9,277 shares — an estimated $308K sold.

BFSG LLC first reported a position in PHM in Q4 2017 and held it in 1 quarter. The position peaked at $308K in Q4 2017. 544 funds tracked by Wall St. Rank hold PHM as of Q1 2018.

BFSG LLC reported no remaining Pultegroup position as of Q1 2018 after selling out during the quarter.
BFSG LLC sold 9,277 Pultegroup shares in Q1 2018, an estimated $308K.
BFSG LLC first reported a position in Pultegroup in Q4 2017 and held it in 1 quarter.
BFSG LLC's Pultegroup position peaked at $308K in Q4 2017.
544 funds tracked by Wall St. Rank held Pultegroup as of Q1 2018.

Based on BFSG LLC's 13F filing for Q1 2018, filed 8 May 2018.