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Calvert Investment Management’s Pultegroup PHM Stock Holding History

Calvert Investment 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
2016
Q2 		– Sell
-18,094
Closed -$339K – 799
2016
Q1 		$339K Buy
18,094
+1,758
+11% +$30K 0.02% 570
2015
Q4 		$291K Buy
16,336
+3,644
+29% +$68K 0.01% 578
2015
Q3 		$239K Buy
12,692
+539
+4% +$11K 0.01% 533
2015
Q2 		$245K Sell
12,153
-1,951
-14% -$39.6K 0.01% 557
2015
Q1 		$314K Buy
14,104
+1,530
+12% +$33.3K 0.02% 487
2014
Q4 		$270K Buy
12,574
+144
+1% +$2.87K 0.02% 496
2014
Q3 		$220K Buy
+12,430
New +$234K 0.02% 525

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Calvert Investment Management's PHM Position: Q2 2016 in Review

Calvert Investment Management sold out of Pultegroup (PHM) in Q2 2016, closing a stake of 18,094 shares — an estimated $339K sold.

Calvert Investment Management first reported a position in PHM in Q3 2014 and held it in 7 quarters. The position peaked at $339K in Q1 2016. 401 funds tracked by Wall St. Rank hold PHM as of Q2 2016.

  • Calvert Investment Management reported no remaining Pultegroup position as of Q2 2016 after selling out during the quarter.
  • Calvert Investment Management sold 18,094 Pultegroup shares in Q2 2016, an estimated $339K.
  • Calvert Investment Management first reported a position in Pultegroup in Q3 2014 and held it in 7 quarters.
  • Calvert Investment Management's Pultegroup position peaked at $339K in Q1 2016.
  • 401 funds tracked by Wall St. Rank held Pultegroup as of Q2 2016.

Based on Calvert Investment Management's 13F filing for Q2 2016, filed 4 Aug 2016.