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BKS Advisors’s Pultegroup PHM Stock Holding History

BKS Advisors’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
Q3 		– Sell
-9,650
Closed -$277K – 237
2018
Q2 		$277K Sell
9,650
-107
-1% -$3.22K 0.1% 171
2018
Q1 		$288K Buy
9,757
+570
+6% +$17.7K 0.11% 163
2017
Q4 		$305K Sell
9,187
-183
-2% -$5.68K 0.11% 155
2017
Q3 		$256K Sell
9,370
-80
-0.8% -$2.02K 0.1% 165
2017
Q2 		$232K Buy
+9,450
New +$221K 0.09% 176
2016
Q3 		– Sell
-26,555
Closed -$518K – 241
2016
Q2 		$518K Hold
26,555
– – 0.27% 94
2016
Q1 		$497K Sell
26,555
-2,500
-9% -$42.6K 0.26% 94
2015
Q4 		$518K Buy
+29,055
New +$542K 0.27% 86

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

BKS Advisors's PHM Position: Q3 2018 in Review

BKS Advisors sold out of Pultegroup (PHM) in Q3 2018, closing a stake of 9,650 shares — an estimated $277K sold.

BKS Advisors first reported a position in PHM in Q4 2015 and held it in 8 quarters. The position peaked at $518K in Q2 2016. 524 funds tracked by Wall St. Rank hold PHM as of Q3 2018.

  • BKS Advisors reported no remaining Pultegroup position as of Q3 2018 after selling out during the quarter.
  • BKS Advisors sold 9,650 Pultegroup shares in Q3 2018, an estimated $277K.
  • BKS Advisors first reported a position in Pultegroup in Q4 2015 and held it in 8 quarters.
  • BKS Advisors's Pultegroup position peaked at $518K in Q2 2016.
  • 524 funds tracked by Wall St. Rank held Pultegroup as of Q3 2018.

Based on BKS Advisors's 13F filing for Q3 2018, filed 26 Oct 2018.