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Camarda Financial Advisors’s Pultegroup PHM Stock Holding History

Camarda Financial 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
2019
Q3 		– Sell
-711
Closed -$22K – 354
2019
Q2 		$22K Sell
711
-126
-15% -$3.93K 0.04% 120
2019
Q1 		$23K Buy
837
+126
+18% +$3.43K 0.04% 126
2018
Q4 		$18K Hold
711
– – 0.02% 124
2018
Q3 		$18K Hold
711
– – 0.02% 152
2018
Q2 		$20K Hold
711
– – 0.02% 150
2018
Q1 		$21K Hold
711
– – 0.02% 133
2017
Q4 		$24K Hold
711
– – 0.03% 133
2017
Q3 		$19K Hold
711
– – 0.02% 155
2017
Q2 		$17K Buy
+711
New +$16.6K 0.02% 158

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Camarda Financial Advisors's PHM Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Pultegroup (PHM) in Q3 2019, closing a stake of 711 shares — an estimated $22K sold.

Camarda Financial Advisors first reported a position in PHM in Q2 2017 and held it in 9 quarters. The position peaked at $24K in Q4 2017. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Pultegroup position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 711 Pultegroup shares in Q3 2019, an estimated $22K.
  • Camarda Financial Advisors first reported a position in Pultegroup in Q2 2017 and held it in 9 quarters.
  • Camarda Financial Advisors's Pultegroup position peaked at $24K in Q4 2017.
  • 561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.