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Boston Private Bank & Trust’s Pultegroup PHM Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$8K Hold
375
– – ﹤0.01% 853
2014
Q4 		$8K Hold
375
– – ﹤0.01% 888
2014
Q3 		$7K Buy
375
+175
+88% +$3.3K ﹤0.01% 909
2014
Q2 		$4K Hold
200
– – ﹤0.01% 909
2014
Q1 		$4K Hold
200
– – ﹤0.01% 936
2013
Q4 		$4K Sell
200
-85
-30% -$1.51K ﹤0.01% 950
2013
Q3 		$5K Buy
+285
New +$4.86K ﹤0.01% 871

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Boston Private Bank & Trust's PHM Position: Q1 2015 in Review

Boston Private Bank & Trust held its Pultegroup (PHM) position steady in Q1 2015 at 375 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Boston Private Bank & Trust first reported a position in PHM in Q3 2013 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold PHM as of Q1 2015.

  • Boston Private Bank & Trust held 375 shares of Pultegroup worth $8K as of Q1 2015.
  • Boston Private Bank & Trust left its Pultegroup share count unchanged in Q1 2015.
  • Pultegroup made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #853 holding.
  • Boston Private Bank & Trust first reported a position in Pultegroup in Q3 2013 and has held it in 7 quarters since.
  • 409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.