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Frontier Wealth Management’s Pultegroup PHM Stock Holding History

Frontier Wealth Management’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
Q3 		– Sell
-7,669
Closed -$220K – 401
2018
Q2 		$220K Sell
7,669
-5,699
-43% -$171K 0.03% 341
2018
Q1 		$394K Sell
13,368
-4,316
-24% -$134K 0.06% 257
2017
Q4 		$588K Buy
17,684
+2,224
+14% +$69.1K 0.09% 190
2017
Q3 		$423K Buy
15,460
+5,227
+51% +$132K 0.06% 254
2017
Q2 		$251K Buy
+10,233
New +$239K 0.04% 328

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Frontier Wealth Management's PHM Position: Q3 2018 in Review

Frontier Wealth Management sold out of Pultegroup (PHM) in Q3 2018, closing a stake of 7,669 shares — an estimated $220K sold.

Frontier Wealth Management first reported a position in PHM in Q2 2017 and held it in 5 quarters. The position peaked at $588K in Q4 2017. 524 funds tracked by Wall St. Rank hold PHM as of Q3 2018.

  • Frontier Wealth Management reported no remaining Pultegroup position as of Q3 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 7,669 Pultegroup shares in Q3 2018, an estimated $220K.
  • Frontier Wealth Management first reported a position in Pultegroup in Q2 2017 and held it in 5 quarters.
  • Frontier Wealth Management's Pultegroup position peaked at $588K in Q4 2017.
  • 524 funds tracked by Wall St. Rank held Pultegroup as of Q3 2018.

Based on Frontier Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.