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Edge Advisors’s Pultegroup PHM Stock Holding History

Edge 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
2018
Q2 		$9K Hold
331
– – ﹤0.01% 716
2018
Q1 		$9K Buy
331
+211
+176% +$6.54K ﹤0.01% 719
2017
Q4 		$3K Sell
120
-37
-24% -$1.15K ﹤0.01% 832
2017
Q3 		$4K Buy
157
+143
+1,021% +$3.62K ﹤0.01% 772
2017
Q2 		$0 Hold
14
– – ﹤0.01% 990
2017
Q1 		$0 Hold
14
– – ﹤0.01% 980
2016
Q4 		$0 Buy
+14
New +$266 ﹤0.01% 869

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 $6.07B AUM 11.2% 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

Edge Advisors's PHM Position: Q2 2018 in Review

Edge Advisors held its Pultegroup (PHM) position steady in Q2 2018 at 331 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Edge Advisors first reported a position in PHM in Q4 2016 and has held it in 7 quarters since. 550 funds tracked by Wall St. Rank hold PHM as of Q2 2018.

  • Edge Advisors held 331 shares of Pultegroup worth $9K as of Q2 2018.
  • Edge Advisors left its Pultegroup share count unchanged in Q2 2018.
  • Pultegroup made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #716 holding.
  • Edge Advisors first reported a position in Pultegroup in Q4 2016 and has held it in 7 quarters since.
  • 550 funds tracked by Wall St. Rank held Pultegroup as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.