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Delphi Private Advisors’s Pultegroup PHM Stock Holding History

Delphi Private 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
2016
Q4 		– Sell
-63
Closed -$1K – 401
2016
Q3 		$1K Hold
63
– – ﹤0.01% 386
2016
Q2 		$1K Buy
+63
New +$1.17K ﹤0.01% 404

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Delphi Private Advisors's PHM Position: Q4 2016 in Review

Delphi Private Advisors sold out of Pultegroup (PHM) in Q4 2016, closing a stake of 63 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in PHM in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 426 funds tracked by Wall St. Rank hold PHM as of Q4 2016.

  • Delphi Private Advisors reported no remaining Pultegroup position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 63 Pultegroup shares in Q4 2016, an estimated $1K.
  • Delphi Private Advisors first reported a position in Pultegroup in Q2 2016 and held it in 2 quarters.
  • Delphi Private Advisors's Pultegroup position peaked at $1K in Q3 2016.
  • 426 funds tracked by Wall St. Rank held Pultegroup as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.