First National Bank of Omaha’s Pultegroup PHM Stock Holding History

First National Bank of Omaha’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 Q4	–	Sell	-63,000	Closed	-$1.32M	–	352
2018 Q3	$1.32M	Hold	63,000	–	–	0.07%	259
2018 Q2	$1.32M	Hold	63,000	–	–	0.08%	258
2018 Q1	$1.32M	Hold	63,000	–	–	0.08%	253
2017 Q4	$1.32M	Hold	63,000	–	–	0.08%	259
2017 Q3	$1.32M	Hold	63,000	–	–	0.08%	243
2017 Q2	$1.32M	Hold	63,000	–	–	0.08%	243
2017 Q1	$1.32M	Hold	63,000	–	–	0.08%	245
2016 Q4	$1.32M	Buy	+63,000	New	+$1.2M	0.08%	231
2015 Q3	–	Sell	-14,035	Closed	-$271	–	352
2015 Q2	$271	Hold	14,035	–	–	0.02%	331
2015 Q1	$271	Sell	14,035 -15,065	-52%	-$328K	0.02%	331
2014 Q4	$625K	Sell	29,100 -8,495	-23%	-$170K	0.04%	268
2014 Q3	$664K	Sell	37,595 -1,405	-4%	-$26.5K	0.05%	244
2014 Q2	$787K	Buy	39,000 +8,000	+26%	+$154K	0.06%	234
2014 Q1	$595K	Buy	31,000 +2,300	+8%	+$45.4K	0.04%	269
2013 Q4	$584K	Sell	28,700 -7,000	-20%	-$124K	0.04%	265
2013 Q3	$589K	Buy	35,700 +10,545	+42%	+$180K	0.05%	248
2013 Q2	$477	Buy	+25,155	New	+$523K	0.04%	277

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First National Bank of Omaha's PHM Position: Q4 2018 in Review

First National Bank of Omaha sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 63,000 shares — an estimated $1.32M sold.

First National Bank of Omaha first reported a position in PHM in Q2 2013 and held it in 17 quarters. The position peaked at $1.32M in Q3 2018. 531 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

First National Bank of Omaha reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
First National Bank of Omaha sold 63,000 Pultegroup shares in Q4 2018, an estimated $1.32M.
First National Bank of Omaha first reported a position in Pultegroup in Q2 2013 and held it in 17 quarters.
First National Bank of Omaha's Pultegroup position peaked at $1.32M in Q3 2018.
531 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on First National Bank of Omaha's 13F filing for Q4 2018, filed 22 Jan 2019.