EWM
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Elite Wealth Management’s Pultegroup PHM Stock Holding History

Elite Wealth Management’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
Q4 		– Sell
-160
Closed -$7K – 358
2014
Q3 		$7K Buy
+160
New +$3.01K 0.01% 322

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Elite Wealth Management's PHM Position: Q4 2013 in Review

Elite Wealth Management sold out of Pultegroup (PHM) in Q4 2013, closing a stake of 7,168 shares — an estimated $127K sold.

Elite Wealth Management first reported a position in PHM in Q3 2013 and held it in 1 quarter. The position peaked at $118K in Q3 2013. 390 funds tracked by Wall St. Rank hold PHM as of Q4 2013.

  • Elite Wealth Management reported no remaining Pultegroup position as of Q4 2013 after selling out during the quarter.
  • Elite Wealth Management sold 7,168 Pultegroup shares in Q4 2013, an estimated $127K.
  • Elite Wealth Management first reported a position in Pultegroup in Q3 2013 and held it in 1 quarter.
  • Elite Wealth Management's Pultegroup position peaked at $118K in Q3 2013.
  • 390 funds tracked by Wall St. Rank held Pultegroup as of Q4 2013.

Based on Elite Wealth Management's 13F filing for Q4 2013, filed 23 Nov 2016.