CFP
PHM icon

Cornerstone Financial Partners’s Pultegroup PHM Stock Holding History

Cornerstone Financial Partners’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
-89,336
Closed -$2.11M – 138
2017
Q1 		$2.11M Sell
89,336
-329
-0.4% -$7.09K 0.7% 40
2016
Q4 		$1.65M Buy
89,665
+4,479
+5% +$85.1K 0.53% 51
2016
Q3 		$1.71M Buy
85,186
+5,006
+6% +$104K 0.6% 45
2016
Q2 		$1.56M Buy
+80,180
New +$1.49M 0.55% 46

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

Cornerstone Financial Partners's PHM Position: Q2 2017 in Review

Cornerstone Financial Partners sold out of Pultegroup (PHM) in Q2 2017, closing a stake of 89,336 shares — an estimated $2.11M sold.

Cornerstone Financial Partners first reported a position in PHM in Q2 2016 and held it in 4 quarters. The position peaked at $2.11M in Q1 2017. 489 funds tracked by Wall St. Rank hold PHM as of Q2 2017.

  • Cornerstone Financial Partners reported no remaining Pultegroup position as of Q2 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 89,336 Pultegroup shares in Q2 2017, an estimated $2.11M.
  • Cornerstone Financial Partners first reported a position in Pultegroup in Q2 2016 and held it in 4 quarters.
  • Cornerstone Financial Partners's Pultegroup position peaked at $2.11M in Q1 2017.
  • 489 funds tracked by Wall St. Rank held Pultegroup as of Q2 2017.

Based on Cornerstone Financial Partners's 13F filing for Q2 2017, filed 21 Jul 2017.