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First Personal Financial Services’s Pultegroup PHM Stock Holding History

First Personal Financial 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
2018
Q4 		– Sell
-324
Closed -$8K – 679
2018
Q3 		$8K Hold
324
– – ﹤0.01% 541
2018
Q2 		$9K Sell
324
-457
-59% -$13.8K ﹤0.01% 502
2018
Q1 		$23K Sell
781
-4
-0.5% -$124 0.01% 604
2017
Q4 		$26K Buy
785
+261
+50% +$8.11K 0.01% 603
2017
Q3 		$14K Hold
524
– – ﹤0.01% 649
2017
Q2 		$13K Hold
524
– – ﹤0.01% 662
2017
Q1 		$12K Buy
+524
New +$11.3K ﹤0.01% 679

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Personal Financial Services's PHM Position: Q4 2018 in Review

First Personal Financial Services sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 324 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in PHM in Q1 2017 and held it in 7 quarters. The position peaked at $26K in Q4 2017. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • First Personal Financial Services reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
  • First Personal Financial Services sold 324 Pultegroup shares in Q4 2018, an estimated $8K.
  • First Personal Financial Services first reported a position in Pultegroup in Q1 2017 and held it in 7 quarters.
  • First Personal Financial Services's Pultegroup position peaked at $26K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on First Personal Financial Services's 13F filing for Q4 2018, filed 30 Jan 2019.