Capital Guardian Trust’s Pultegroup PHM Stock Holding History

Capital Guardian 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
2017 Q2	–	Sell	-23,041	Closed	-$543K	–	455
2017 Q1	$543K	Hold	23,041	–	–	﹤0.01%	266
2016 Q4	$423K	Hold	23,041	–	–	﹤0.01%	288
2016 Q3	$462K	Hold	23,041	–	–	﹤0.01%	280
2016 Q2	$449K	Hold	23,041	–	–	﹤0.01%	287
2016 Q1	$431K	Hold	23,041	–	–	﹤0.01%	286
2015 Q4	$411K	Hold	23,041	–	–	﹤0.01%	293
2015 Q3	$435K	Hold	23,041	–	–	﹤0.01%	292
2015 Q2	$464K	Hold	23,041	–	–	﹤0.01%	293
2015 Q1	$512K	Hold	23,041	–	–	﹤0.01%	283
2014 Q4	$494K	Hold	23,041	–	–	﹤0.01%	281
2014 Q3	$407K	Hold	23,041	–	–	﹤0.01%	276
2014 Q2	$465K	Hold	23,041	–	–	﹤0.01%	261
2014 Q1	$442K	Hold	23,041	–	–	﹤0.01%	258
2013 Q4	$469K	Sell	23,041 -900	-4%	-$16K	﹤0.01%	252
2013 Q3	$395K	Buy	23,941 +900	+4%	+$15.3K	﹤0.01%	247
2013 Q2	$437K	Buy	+23,041	New	+$479K	﹤0.01%	243

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Capital Guardian Trust's PHM Position: Q2 2017 in Review

Capital Guardian Trust sold out of Pultegroup (PHM) in Q2 2017, closing a stake of 23,041 shares — an estimated $543K sold.

Capital Guardian Trust first reported a position in PHM in Q2 2013 and held it in 16 quarters. The position peaked at $543K in Q1 2017. 490 funds tracked by Wall St. Rank hold PHM as of Q2 2017.

Capital Guardian Trust reported no remaining Pultegroup position as of Q2 2017 after selling out during the quarter.
Capital Guardian Trust sold 23,041 Pultegroup shares in Q2 2017, an estimated $543K.
Capital Guardian Trust first reported a position in Pultegroup in Q2 2013 and held it in 16 quarters.
Capital Guardian Trust's Pultegroup position peaked at $543K in Q1 2017.
490 funds tracked by Wall St. Rank held Pultegroup as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.