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Boston Advisors’s Pultegroup PHM Stock Holding History

Boston 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
Q2 		– Sell
-438,675
Closed -$12.9M – 673
2018
Q1 		$12.9M Sell
438,675
-76,061
-15% -$2.36M 0.33% 83
2017
Q4 		$17.1M Sell
514,736
-4,339
-0.8% -$135K 0.37% 76
2017
Q3 		$14.2M Sell
519,075
-240,780
-32% -$6.09M 0.32% 95
2017
Q2 		$18.6M Buy
759,855
+2,375
+0.3% +$55.4K 0.43% 62
2017
Q1 		$17.8M Buy
+757,480
New +$16.3M 0.42% 64

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

Boston Advisors's PHM Position: Q2 2018 in Review

Boston Advisors sold out of Pultegroup (PHM) in Q2 2018, closing a stake of 438,675 shares — an estimated $12.9M sold.

Boston Advisors first reported a position in PHM in Q1 2017 and held it in 5 quarters. The position peaked at $18.6M in Q2 2017. 550 funds tracked by Wall St. Rank hold PHM as of Q2 2018.

  • Boston Advisors reported no remaining Pultegroup position as of Q2 2018 after selling out during the quarter.
  • Boston Advisors sold 438,675 Pultegroup shares in Q2 2018, an estimated $12.9M.
  • Boston Advisors first reported a position in Pultegroup in Q1 2017 and held it in 5 quarters.
  • Boston Advisors's Pultegroup position peaked at $18.6M in Q2 2017.
  • 550 funds tracked by Wall St. Rank held Pultegroup as of Q2 2018.

Based on Boston Advisors's 13F filing for Q2 2018, filed 18 Jul 2018.