Geneva Advisors’s Pultegroup PHM Stock Holding History

Geneva Advisors’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
2017 Q2	–	Sell	-31,616	Closed	-$745K	–	779
2017 Q1	$745K	Buy	+31,616	New	+$681K	0.01%	413
2014 Q3	–	Sell	-13,707	Closed	-$276K	–	726
2014 Q2	$276K	Hold	13,707	–	–	0.01%	533
2014 Q1	$263K	Buy	13,707 +1,790	+15%	+$35.4K	﹤0.01%	506
2013 Q4	$243K	Buy	+11,917	New	+$211K	﹤0.01%	435

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Geneva Advisors's PHM Position: Q2 2017 in Review

Geneva Advisors sold out of Pultegroup (PHM) in Q2 2017, closing a stake of 31,616 shares — an estimated $745K sold.

Geneva Advisors first reported a position in PHM in Q4 2013 and held it in 4 quarters. The position peaked at $745K in Q1 2017. 489 funds tracked by Wall St. Rank hold PHM as of Q2 2017.

Geneva Advisors reported no remaining Pultegroup position as of Q2 2017 after selling out during the quarter.
Geneva Advisors sold 31,616 Pultegroup shares in Q2 2017, an estimated $745K.
Geneva Advisors first reported a position in Pultegroup in Q4 2013 and held it in 4 quarters.
Geneva Advisors's Pultegroup position peaked at $745K in Q1 2017.
489 funds tracked by Wall St. Rank held Pultegroup as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.