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Concert Wealth Management’s Pultegroup PHM Stock Holding History

Concert Wealth 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
Q2 		– Sell
-12,027
Closed -$222K – 361
2017
Q1 		$222K Hold
12,027
– – 0.05% 427
2016
Q4 		$222K Sell
12,027
-264
-2% -$5.01K 0.05% 431
2016
Q3 		$246K Buy
12,291
+399
+3% +$8.27K 0.03% 562
2016
Q2 		$233K Buy
11,892
+18
+0.2% +$334 0.03% 552
2016
Q1 		$222K Buy
11,874
+561
+5% +$9.57K 0.03% 560
2015
Q4 		$204K Sell
11,313
-720
-6% -$13.4K 0.03% 587
2015
Q3 		$229K Hold
12,033
– – 0.03% 572
2015
Q2 		$241K Sell
12,033
-50
-0.4% -$1.01K 0.03% 576
2015
Q1 		$237K Sell
12,083
-290
-2% -$6.32K 0.07% 355
2014
Q4 		$262K Buy
12,373
+650
+6% +$13K 0.04% 500
2014
Q3 		$210K Sell
11,723
-100
-0.8% -$1.88K 0.03% 489
2014
Q2 		$234K Sell
11,823
-1,042
-8% -$20K 0.03% 478
2014
Q1 		$249K Sell
12,865
-1,500
-10% -$29.6K 0.03% 455
2013
Q4 		$290K Sell
14,365
-300
-2% -$5.32K 0.04% 389
2013
Q3 		$244K Sell
14,665
-5,079
-26% -$86.6K 0.03% 427
2013
Q2 		$378K Buy
+19,744
New +$410K 0.06% 285

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Concert Wealth Management's PHM Position: Q2 2017 in Review

Concert Wealth Management sold out of Pultegroup (PHM) in Q2 2017, closing a stake of 12,027 shares — an estimated $222K sold.

Concert Wealth Management first reported a position in PHM in Q2 2013 and held it in 16 quarters. The position peaked at $378K in Q2 2013. 489 funds tracked by Wall St. Rank hold PHM as of Q2 2017.

  • Concert Wealth Management reported no remaining Pultegroup position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 12,027 Pultegroup shares in Q2 2017, an estimated $222K.
  • Concert Wealth Management first reported a position in Pultegroup in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Pultegroup position peaked at $378K in Q2 2013.
  • 489 funds tracked by Wall St. Rank held Pultegroup as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.