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Credential Securities’s Pultegroup PHM Stock Holding History

Credential Securities’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
Q2 		$416K Sell
14,481
-1,155
-7% -$34.8K 0.09% 122
2018
Q1 		$461K Sell
15,636
-5,633
-26% -$175K 0.11% 121
2017
Q4 		$707K Buy
21,269
+18
+0.1% +$559 0.17% 101
2017
Q3 		$580K Buy
21,251
+7,861
+59% +$199K 0.16% 112
2017
Q2 		$322K Sell
13,390
-115
-0.9% -$2.68K 0.1% 141
2017
Q1 		$318K Buy
+13,505
New +$291K 0.11% 141

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credential Securities's PHM Position: Q2 2018 in Review

Credential Securities reduced its Pultegroup (PHM) stake by 7.4% in Q2 2018, selling an estimated $34.8K and leaving 14,481 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #122.

Credential Securities first reported a position in PHM in Q1 2017 and has held it in 6 quarters since. The position peaked at $707K in Q4 2017. 551 funds tracked by Wall St. Rank hold PHM as of Q2 2018.

  • Credential Securities held 14,481 shares of Pultegroup worth $416K as of Q2 2018.
  • Credential Securities sold 1,155 Pultegroup shares in Q2 2018, an estimated $34.8K.
  • Pultegroup made up 0.09% of Credential Securities's portfolio in Q2 2018, its #122 holding.
  • Credential Securities first reported a position in Pultegroup in Q1 2017 and has held it in 6 quarters since.
  • Credential Securities's Pultegroup position peaked at $707K in Q4 2017.
  • 551 funds tracked by Wall St. Rank held Pultegroup as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.