Financial Architects (New Jersey)’s Pultegroup PHM Stock Holding History

Financial Architects (New Jersey)’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	–	Sell	-1,200	Closed	-$35K	–	1460
2018 Q1	$35K	Sell	1,200 -249	-17%	-$7.72K	0.01%	721
2017 Q4	$48K	Buy	1,449 +400	+38%	+$12.4K	0.01%	703
2017 Q3	$29K	Hold	1,049	–	–	0.01%	863
2017 Q2	$26K	Buy	1,049 +649	+162%	+$15.1K	﹤0.01%	888
2017 Q1	$9K	Buy	+400	New	+$8.62K	﹤0.01%	1164
2015 Q3	–	Sell	-40	Closed	-$1K	–	716
2015 Q2	$1K	Buy	+40	New	+$811	﹤0.01%	1178
2015 Q1	–	Sell	-136	Closed	-$3K	–	1008
2014 Q4	$3K	Buy	136 +36	+36%	+$718	﹤0.01%	906
2014 Q3	$2K	Hold	100	–	–	﹤0.01%	836
2014 Q2	$2K	Buy	+100	New	+$1.92K	﹤0.01%	864
2013 Q4	–	Sell	-100	Closed	-$2K	–	442
2013 Q3	$2K	Hold	100	–	–	﹤0.01%	692
2013 Q2	$2K	Buy	+100	New	+$2.08K	﹤0.01%	605

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Architects (New Jersey)'s PHM Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Pultegroup (PHM) in Q2 2018, closing a stake of 1,200 shares — an estimated $35K sold.

Financial Architects (New Jersey) first reported a position in PHM in Q2 2013 and held it in 11 quarters. The position peaked at $48K in Q4 2017. 550 funds tracked by Wall St. Rank hold PHM as of Q2 2018.

Financial Architects (New Jersey) reported no remaining Pultegroup position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,200 Pultegroup shares in Q2 2018, an estimated $35K.
Financial Architects (New Jersey) first reported a position in Pultegroup in Q2 2013 and held it in 11 quarters.
Financial Architects (New Jersey)'s Pultegroup position peaked at $48K in Q4 2017.
550 funds tracked by Wall St. Rank held Pultegroup as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.