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Clarfeld Financial Advisors’s Pultegroup PHM Stock Holding History

Clarfeld 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
2018
Q4 		$2K Buy
+78
New +$1.93K ﹤0.01% 462

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Clarfeld Financial Advisors's PHM Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Pultegroup (PHM) in Q4 2018: 78 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings.

531 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • Clarfeld Financial Advisors held 78 shares of Pultegroup worth $2K as of Q4 2018.
  • Pultegroup was a new Clarfeld Financial Advisors position in Q4 2018.
  • Pultegroup made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #462 holding.
  • 531 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.