EWP
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Edmunds White Partners’s Pultegroup PHM Stock Holding History

Edmunds White Partners’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
2014
Q3 		– Sell
-70,207
Closed -$1.42M – 54
2014
Q2 		$1.42M Buy
+70,207
New +$1.35M 2.39% 14

Other funds holding PHM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Edmunds White Partners's PHM Position: Q3 2014 in Review

Edmunds White Partners sold out of Pultegroup (PHM) in Q3 2014, closing a stake of 70,207 shares — an estimated $1.42M sold.

Edmunds White Partners first reported a position in PHM in Q2 2014 and held it in 1 quarter. The position peaked at $1.42M in Q2 2014. 399 funds tracked by Wall St. Rank hold PHM as of Q3 2014.

  • Edmunds White Partners reported no remaining Pultegroup position as of Q3 2014 after selling out during the quarter.
  • Edmunds White Partners sold 70,207 Pultegroup shares in Q3 2014, an estimated $1.42M.
  • Edmunds White Partners first reported a position in Pultegroup in Q2 2014 and held it in 1 quarter.
  • Edmunds White Partners's Pultegroup position peaked at $1.42M in Q2 2014.
  • 399 funds tracked by Wall St. Rank held Pultegroup as of Q3 2014.

Based on Edmunds White Partners's 13F filing for Q3 2014, filed 4 Nov 2014.