First Allied Advisory Services’s Pultegroup PHM Stock Holding History

First Allied Advisory Services’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
2020 Q3	$304K	Sell	6,573 -1,410	-18%	-$60.3K	0.01%	892
2020 Q2	$272K	Buy	+7,983	New	+$240K	0.01%	878
2020 Q1	–	Sell	-11,123	Closed	-$430K	–	1188
2019 Q4	$430K	Sell	11,123 -7,359	-40%	-$286K	0.01%	773
2019 Q3	$676K	Sell	18,482 -2,589	-12%	-$86.1K	0.02%	587
2019 Q2	$666K	Sell	21,071 -4,769	-18%	-$149K	0.02%	589
2019 Q1	$723K	Sell	25,840 -3,986	-13%	-$109K	0.02%	546
2018 Q4	$779K	Sell	29,826 -1,591	-5%	-$39.4K	0.03%	476
2018 Q3	$788K	Buy	31,417 +21,778	+226%	+$617K	0.03%	554
2018 Q2	$282K	Buy	9,639 +1,361	+16%	+$40.9K	0.01%	902
2018 Q1	$252K	Buy	8,278 +616	+8%	+$19.1K	0.01%	946
2017 Q4	$256K	Buy	+7,662	New	+$238K	0.01%	949

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 $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Allied Advisory Services's PHM Position: Q3 2020 in Review

First Allied Advisory Services reduced its Pultegroup (PHM) stake by 18% in Q3 2020, selling an estimated $60.3K and leaving 6,573 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #892.

First Allied Advisory Services first reported a position in PHM in Q4 2017 and has held it in 11 quarters since. The position peaked at $788K in Q3 2018. 621 funds tracked by Wall St. Rank hold PHM as of Q3 2020.

First Allied Advisory Services held 6,573 shares of Pultegroup worth $304K as of Q3 2020.
First Allied Advisory Services sold 1,410 Pultegroup shares in Q3 2020, an estimated $60.3K.
Pultegroup made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #892 holding.
First Allied Advisory Services first reported a position in Pultegroup in Q4 2017 and has held it in 11 quarters since.
First Allied Advisory Services's Pultegroup position peaked at $788K in Q3 2018.
621 funds tracked by Wall St. Rank held Pultegroup as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.