FormulaFolio Investments’s Pultegroup PHM Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-23,028	Closed	-$766K	–	296
2017 Q4	$766K	Buy	+23,028	New	+$715K	0.05%	127
2017 Q2	–	Sell	-45,262	Closed	-$1.07M	–	240
2017 Q1	$1.07M	Buy	+45,262	New	+$975K	0.12%	61

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FormulaFolio Investments's PHM Position: Q1 2018 in Review

FormulaFolio Investments sold out of Pultegroup (PHM) in Q1 2018, closing a stake of 23,028 shares — an estimated $766K sold.

FormulaFolio Investments first reported a position in PHM in Q1 2017 and held it in 2 quarters. The position peaked at $1.07M in Q1 2017. 544 funds tracked by Wall St. Rank hold PHM as of Q1 2018.

FormulaFolio Investments reported no remaining Pultegroup position as of Q1 2018 after selling out during the quarter.
FormulaFolio Investments sold 23,028 Pultegroup shares in Q1 2018, an estimated $766K.
FormulaFolio Investments first reported a position in Pultegroup in Q1 2017 and held it in 2 quarters.
FormulaFolio Investments's Pultegroup position peaked at $1.07M in Q1 2017.
544 funds tracked by Wall St. Rank held Pultegroup as of Q1 2018.

Based on FormulaFolio Investments's 13F filing for Q1 2018, filed 1 May 2018.