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FMA Advisory’s Pultegroup PHM Stock Holding History

FMA Advisory’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
2014
Q4 		$1.76M Buy
81,832
+2,794
+4% +$55.7K 0.61% 63
2014
Q3 		$1.4M Sell
79,038
-1,012
-1% -$19.1K 0.51% 75
2014
Q2 		$1.61M Sell
80,050
-1,576
-2% -$30.3K 0.59% 67
2014
Q1 		$1.57M Buy
81,626
+2,708
+3% +$53.5K 0.61% 62
2013
Q4 		$1.61M Buy
78,918
+2,240
+3% +$39.7K 0.66% 56
2013
Q3 		$1.26M Buy
76,678
+8,497
+12% +$145K 0.5% 68
2013
Q2 		$1.29M Buy
+68,181
New +$1.42M 0.55% 62

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FMA Advisory's PHM Position: Q4 2014 in Review

FMA Advisory increased its Pultegroup (PHM) stake by 3.5% in Q4 2014, buying an estimated $55.7K and bringing the position to 81,832 shares worth $1.76M. The position accounts for 0.61% of the portfolio, ranked #63.

FMA Advisory first reported a position in PHM in Q2 2013 and has held it in 7 quarters since. 410 funds tracked by Wall St. Rank hold PHM as of Q4 2014.

  • FMA Advisory held 81,832 shares of Pultegroup worth $1.76M as of Q4 2014.
  • FMA Advisory bought 2,794 Pultegroup shares in Q4 2014, an estimated $55.7K.
  • Pultegroup made up 0.61% of FMA Advisory's portfolio in Q4 2014, its #63 holding.
  • FMA Advisory first reported a position in Pultegroup in Q2 2013 and has held it in 7 quarters since.
  • 410 funds tracked by Wall St. Rank held Pultegroup as of Q4 2014.

Based on FMA Advisory's 13F filing for Q4 2014, filed 26 Jan 2015.