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Cornerstone Wealth Management’s Pultegroup PHM Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-31,386
Closed -$1.16M – 929
2018
Q3 		$1.16M Buy
31,386
+18,481
+143% +$524K 0.01% 668
2018
Q2 		$447K Buy
+12,905
New +$388K 0.01% 1052

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cornerstone Wealth Management's PHM Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 31,386 shares — an estimated $1.16M sold.

Cornerstone Wealth Management first reported a position in PHM in Q2 2018 and held it in 2 quarters. The position peaked at $1.16M in Q3 2018. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 31,386 Pultegroup shares in Q4 2018, an estimated $1.16M.
  • Cornerstone Wealth Management first reported a position in Pultegroup in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Pultegroup position peaked at $1.16M in Q3 2018.
  • 530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.