FineMark National Bank & Trust’s Pultegroup PHM Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-200	Closed	-$4K	–	827
2016 Q4	$4K	Hold	200	–	–	﹤0.01%	1091
2016 Q3	$4K	Hold	200	–	–	﹤0.01%	1091
2016 Q2	$4K	Hold	200	–	–	﹤0.01%	1112
2016 Q1	$4K	Hold	200	–	–	﹤0.01%	1062
2015 Q4	$4K	Hold	200	–	–	﹤0.01%	1083
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	1132
2015 Q2	$4K	Hold	200	–	–	﹤0.01%	1152
2015 Q1	$4K	Hold	200	–	–	﹤0.01%	1164
2014 Q4	$4K	Hold	200	–	–	﹤0.01%	1192
2014 Q3	$4K	Sell	200 -970	-83%	-$18.3K	﹤0.01%	1176
2014 Q2	$24K	Hold	1,170	–	–	﹤0.01%	857
2014 Q1	$22K	Buy	1,170 +970	+485%	+$19.2K	﹤0.01%	861
2013 Q4	$4K	Hold	200	–	–	﹤0.01%	1206
2013 Q3	$3K	Buy	200 +102	+104%	+$1.74K	﹤0.01%	1202
2013 Q2	$2K	Buy	+98	New	+$2.04K	﹤0.01%	1266

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

FineMark National Bank & Trust's PHM Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Pultegroup (PHM) in Q1 2017, closing a stake of 200 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in PHM in Q2 2013 and held it in 15 quarters. The position peaked at $24K in Q2 2014. 476 funds tracked by Wall St. Rank hold PHM as of Q1 2017.

FineMark National Bank & Trust reported no remaining Pultegroup position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 200 Pultegroup shares in Q1 2017, an estimated $4K.
FineMark National Bank & Trust first reported a position in Pultegroup in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Pultegroup position peaked at $24K in Q2 2014.
476 funds tracked by Wall St. Rank held Pultegroup as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.