Caldwell & Orkin’s Pultegroup PHM Stock Holding History

Caldwell & Orkin’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
2013 Q3	–	Sell	-147,750	Closed	-$2.8M	–	87
2013 Q2	$2.8M	Buy	+147,750	New	+$3.07M	1.54%	31

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Caldwell & Orkin's PHM Position: Q3 2013 in Review

Caldwell & Orkin sold out of Pultegroup (PHM) in Q3 2013, closing a stake of 147,750 shares — an estimated $2.8M sold.

Caldwell & Orkin first reported a position in PHM in Q2 2013 and held it in 1 quarter. The position peaked at $2.8M in Q2 2013. 369 funds tracked by Wall St. Rank hold PHM as of Q3 2013.

Caldwell & Orkin reported no remaining Pultegroup position as of Q3 2013 after selling out during the quarter.
Caldwell & Orkin sold 147,750 Pultegroup shares in Q3 2013, an estimated $2.8M.
Caldwell & Orkin first reported a position in Pultegroup in Q2 2013 and held it in 1 quarter.
Caldwell & Orkin's Pultegroup position peaked at $2.8M in Q2 2013.
369 funds tracked by Wall St. Rank held Pultegroup as of Q3 2013.

Based on Caldwell & Orkin's 13F filing for Q3 2013, filed 7 Nov 2013.