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CI Global Investments’s Pultegroup PHM Stock Holding History

CI Global Investments’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
2018
Q3 		– Sell
-1,162
Closed -$33K – 100
2018
Q2 		$33K Sell
1,162
-1,134
-49% -$34.1K ﹤0.01% 79
2018
Q1 		$68K Sell
2,296
-6,330
-73% -$196K ﹤0.01% 73
2017
Q4 		$287K Sell
8,626
-5,215
-38% -$162K ﹤0.01% 76
2017
Q3 		$378K Buy
+13,841
New +$350K 0.01% 73

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

CI Global Investments's PHM Position: Q3 2018 in Review

CI Global Investments sold out of Pultegroup (PHM) in Q3 2018, closing a stake of 1,162 shares — an estimated $33K sold.

CI Global Investments first reported a position in PHM in Q3 2017 and held it in 4 quarters. The position peaked at $378K in Q3 2017. 524 funds tracked by Wall St. Rank hold PHM as of Q3 2018.

  • CI Global Investments reported no remaining Pultegroup position as of Q3 2018 after selling out during the quarter.
  • CI Global Investments sold 1,162 Pultegroup shares in Q3 2018, an estimated $33K.
  • CI Global Investments first reported a position in Pultegroup in Q3 2017 and held it in 4 quarters.
  • CI Global Investments's Pultegroup position peaked at $378K in Q3 2017.
  • 524 funds tracked by Wall St. Rank held Pultegroup as of Q3 2018.

Based on CI Global Investments's 13F filing for Q3 2018, filed 9 Nov 2018.