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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
Q1 		– Sell
-2,400
Closed -$80K – 1539
2017
Q4 		$80K Sell
2,400
-1,600
-40% -$49.7K 0.01% 553
2017
Q3 		$110K Buy
4,000
+3,200
+400% +$81K 0.02% 479
2017
Q2 		$20K Buy
800
+400
+100% +$9.34K ﹤0.01% 952
2017
Q1 		$9K Buy
+400
New +$8.62K ﹤0.01% 1163

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Royal Bank of Canada
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.