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CapWealth Advisors’s Pultegroup PHM Stock Holding History

CapWealth 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
2015
Q3 		– Sell
-1,500
Closed -$30K – 290
2015
Q2 		$30K Hold
1,500
– – 0.01% 145
2015
Q1 		$33K Buy
+1,500
New +$32.7K 0.01% 149
2014
Q4 		– Sell
-1,500
Closed -$26K – 223
2014
Q3 		$26K Sell
1,500
-2,000
-57% -$37.7K 0.01% 168
2014
Q2 		$71K Sell
3,500
-7,100
-67% -$136K 0.02% 122
2014
Q1 		$203K Sell
10,600
-30,000
-74% -$592K 0.05% 73
2013
Q4 		$827K Buy
40,600
+11,500
+40% +$204K 0.21% 61
2013
Q3 		$480K Sell
29,100
-34,400
-54% -$587K 0.13% 68
2013
Q2 		$1.21M Buy
+63,500
New +$1.32M 0.35% 54

Other funds holding PHM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $197M AUM 86.77% 1-Year Est. Return