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Dubuque Bank & Trust’s Pultegroup PHM Stock Holding History

Dubuque Bank & Trust’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
2019
Q2 		– Sell
-35
Closed -$1K – 491
2019
Q1 		$1K Hold
35
– – ﹤0.01% 683
2018
Q4 		$1K Hold
35
– – ﹤0.01% 637
2018
Q3 		$1K Hold
35
– – ﹤0.01% 614
2018
Q2 		$1K Hold
35
– – ﹤0.01% 675
2018
Q1 		$1K Buy
+35
New +$1.09K ﹤0.01% 701

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dubuque Bank & Trust's PHM Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Pultegroup (PHM) in Q2 2019, closing a stake of 35 shares — an estimated $1K sold.

Dubuque Bank & Trust first reported a position in PHM in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2019. 567 funds tracked by Wall St. Rank hold PHM as of Q2 2019.

  • Dubuque Bank & Trust reported no remaining Pultegroup position as of Q2 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 35 Pultegroup shares in Q2 2019, an estimated $1K.
  • Dubuque Bank & Trust first reported a position in Pultegroup in Q1 2018 and held it in 5 quarters.
  • Dubuque Bank & Trust's Pultegroup position peaked at $1K in Q1 2019.
  • 567 funds tracked by Wall St. Rank held Pultegroup as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.