GBBWRPM
PHM icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Pultegroup PHM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
-100
Closed -$3K – 290
2018
Q2 		$3K Hold
100
– – ﹤0.01% 392
2018
Q1 		$3K Buy
+100
New +$3.1K ﹤0.01% 395
2017
Q4 		– Sell
-100
Closed -$2K – 396
2017
Q3 		$2K Hold
100
– – ﹤0.01% 384
2017
Q2 		$2K Hold
100
– – ﹤0.01% 364
2017
Q1 		$3K Hold
100
– – ﹤0.01% 385
2016
Q4 		$2K Hold
100
– – ﹤0.01% 448
2016
Q3 		$2K Hold
100
– – ﹤0.01% 393
2016
Q2 		$1K Hold
100
– – ﹤0.01% 399
2016
Q1 		$1K Hold
100
– – ﹤0.01% 375
2015
Q4 		$2K Buy
+100
New +$1.86K ﹤0.01% 345

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 $8.66B AUM 17.37% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's PHM Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Pultegroup (PHM) in Q3 2018, closing a stake of 100 shares — an estimated $3K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in PHM in Q4 2015 and held it in 10 quarters. The position peaked at $3K in Q2 2018. 525 funds tracked by Wall St. Rank hold PHM as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Pultegroup position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 100 Pultegroup shares in Q3 2018, an estimated $3K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Pultegroup in Q4 2015 and held it in 10 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Pultegroup position peaked at $3K in Q2 2018.
  • 525 funds tracked by Wall St. Rank held Pultegroup as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.