CIM
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CIM Investment Management’s Pultegroup PHM Stock Holding History

CIM 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
2017
Q3 		– Sell
-27,510
Closed -$675K – 346
2017
Q2 		$675K Sell
27,510
-674
-2% -$15.7K 0.24% 99
2017
Q1 		$664K Sell
28,184
-2,656
-9% -$57.2K 0.23% 105
2016
Q4 		$567K Buy
30,840
+354
+1% +$6.72K 0.21% 138
2016
Q3 		$611K Buy
+30,486
New +$632K 0.23% 112

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

CIM Investment Management's PHM Position: Q3 2017 in Review

CIM Investment Management sold out of Pultegroup (PHM) in Q3 2017, closing a stake of 27,510 shares — an estimated $675K sold.

CIM Investment Management first reported a position in PHM in Q3 2016 and held it in 4 quarters. The position peaked at $675K in Q2 2017. 480 funds tracked by Wall St. Rank hold PHM as of Q3 2017.

  • CIM Investment Management reported no remaining Pultegroup position as of Q3 2017 after selling out during the quarter.
  • CIM Investment Management sold 27,510 Pultegroup shares in Q3 2017, an estimated $675K.
  • CIM Investment Management first reported a position in Pultegroup in Q3 2016 and held it in 4 quarters.
  • CIM Investment Management's Pultegroup position peaked at $675K in Q2 2017.
  • 480 funds tracked by Wall St. Rank held Pultegroup as of Q3 2017.

Based on CIM Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.