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Financial Partners Capital Management’s Pultegroup PHM Stock Holding History

Financial Partners Capital 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
2018
Q2 		– Sell
-221,101
Closed -$6.52M – 82
2018
Q1 		$6.52M Sell
221,101
-144,610
-40% -$4.49M 1.97% 27
2017
Q4 		$12.2M Sell
365,711
-47,956
-12% -$1.49M 2.24% 10
2017
Q3 		$11.3M Sell
413,667
-910
-0.2% -$23K 2.16% 12
2017
Q2 		$10.2M Buy
414,577
+1,337
+0.3% +$31.2K 2.12% 13
2017
Q1 		$9.73M Sell
413,240
-8,020
-2% -$173K 2.13% 15
2016
Q4 		$7.74M Buy
421,260
+300
+0.1% +$5.7K 1.86% 21
2016
Q3 		$8.08M Sell
420,960
-250
-0.1% -$5.18K 2.05% 21
2016
Q2 		$8.21M Buy
421,210
+126,380
+43% +$2.34M 2.2% 17
2016
Q1 		$5.52M Buy
294,830
+17,910
+6% +$305K 1.37% 31
2015
Q4 		$4.93M Buy
276,920
+11,585
+4% +$216K 1.17% 36
2015
Q3 		$5.01M Buy
+265,335
New +$5.4M 1.26% 34

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $570B AUM 27.57% 1-Year Est. Return

Financial Partners Capital Management's PHM Position: Q2 2018 in Review

Financial Partners Capital Management sold out of Pultegroup (PHM) in Q2 2018, closing a stake of 221,101 shares — an estimated $6.52M sold.

Financial Partners Capital Management first reported a position in PHM in Q3 2015 and held it in 11 quarters. The position peaked at $12.2M in Q4 2017. 550 funds tracked by Wall St. Rank hold PHM as of Q2 2018.

  • Financial Partners Capital Management reported no remaining Pultegroup position as of Q2 2018 after selling out during the quarter.
  • Financial Partners Capital Management sold 221,101 Pultegroup shares in Q2 2018, an estimated $6.52M.
  • Financial Partners Capital Management first reported a position in Pultegroup in Q3 2015 and held it in 11 quarters.
  • Financial Partners Capital Management's Pultegroup position peaked at $12.2M in Q4 2017.
  • 550 funds tracked by Wall St. Rank held Pultegroup as of Q2 2018.

Based on Financial Partners Capital Management's 13F filing for Q2 2018, filed 19 Feb 2019.