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Brave Asset Management’s Pultegroup PHM Stock Holding History

Brave Asset Management’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
2014
Q4 		– Sell
-500
Closed -$9K – 442
2014
Q3 		$9K Hold
500
– – 0.01% 365
2014
Q2 		$10K Hold
500
– – 0.01% 361
2014
Q1 		$10K Hold
500
– – 0.01% 355
2013
Q4 		$10K Buy
+500
New +$8.87K 0.01% 351

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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brave Asset Management's PHM Position: Q4 2014 in Review

Brave Asset Management sold out of Pultegroup (PHM) in Q4 2014, closing a stake of 500 shares — an estimated $9K sold.

Brave Asset Management first reported a position in PHM in Q4 2013 and held it in 4 quarters. The position peaked at $10K in Q2 2014. 410 funds tracked by Wall St. Rank hold PHM as of Q4 2014.

  • Brave Asset Management reported no remaining Pultegroup position as of Q4 2014 after selling out during the quarter.
  • Brave Asset Management sold 500 Pultegroup shares in Q4 2014, an estimated $9K.
  • Brave Asset Management first reported a position in Pultegroup in Q4 2013 and held it in 4 quarters.
  • Brave Asset Management's Pultegroup position peaked at $10K in Q2 2014.
  • 410 funds tracked by Wall St. Rank held Pultegroup as of Q4 2014.

Based on Brave Asset Management's 13F filing for Q4 2014, filed 2 Feb 2015.