EPM
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Equitec Proprietary Markets’s Pultegroup PHM Stock Holding History

Equitec Proprietary Markets’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
2015
Q1 		– Sell
-3,012
Closed -$65K – 443
2014
Q4 		$65K Buy
+3,012
New +$60.1K ﹤0.01% 563

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Equitec Proprietary Markets's PHM Position: Q1 2015 in Review

Equitec Proprietary Markets sold out of Pultegroup (PHM) in Q1 2015, closing a stake of 3,012 shares — an estimated $65K sold.

Equitec Proprietary Markets first reported a position in PHM in Q4 2014 and held it in 1 quarter. The position peaked at $65K in Q4 2014. 409 funds tracked by Wall St. Rank hold PHM as of Q1 2015.

  • Equitec Proprietary Markets reported no remaining Pultegroup position as of Q1 2015 after selling out during the quarter.
  • Equitec Proprietary Markets sold 3,012 Pultegroup shares in Q1 2015, an estimated $65K.
  • Equitec Proprietary Markets first reported a position in Pultegroup in Q4 2014 and held it in 1 quarter.
  • Equitec Proprietary Markets's Pultegroup position peaked at $65K in Q4 2014.
  • 409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2015.

Based on Equitec Proprietary Markets's 13F filing for Q1 2015, filed 7 May 2015.