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Evercore Wealth Management’s Pultegroup PHM Stock Holding History

Evercore 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
2016
Q4 		– Sell
-241
Closed -$5K – 1078
2016
Q3 		$5K Hold
241
– – ﹤0.01% 937
2016
Q2 		$5K Buy
+241
New +$4.47K ﹤0.01% 923
2015
Q2 		– Sell
-108
Closed -$2K – 1085
2015
Q1 		$2K Buy
+108
New +$2.35K ﹤0.01% 964
2014
Q2 		– Sell
-85
Closed -$2K – 1028
2014
Q1 		$2K Buy
+85
New +$1.68K ﹤0.01% 889
2013
Q4 		– Sell
-132
Closed -$2K – 958
2013
Q3 		$2K Sell
132
-478
-78% -$8.15K ﹤0.01% 963
2013
Q2 		$12K Buy
+610
New +$12.7K ﹤0.01% 709

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evercore Wealth Management's PHM Position: Q4 2016 in Review

Evercore Wealth Management sold out of Pultegroup (PHM) in Q4 2016, closing a stake of 241 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in PHM in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q2 2013. 425 funds tracked by Wall St. Rank hold PHM as of Q4 2016.

  • Evercore Wealth Management reported no remaining Pultegroup position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 241 Pultegroup shares in Q4 2016, an estimated $5K.
  • Evercore Wealth Management first reported a position in Pultegroup in Q2 2013 and held it in 6 quarters.
  • Evercore Wealth Management's Pultegroup position peaked at $12K in Q2 2013.
  • 425 funds tracked by Wall St. Rank held Pultegroup as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.