Guardian Investor Services’s Pultegroup PHM Stock Holding History

Guardian Investor Services’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
2015 Q1	$51K	Sell	2,289 -20	-0.9%	-$436	0.04%	442
2014 Q4	$50K	Sell	2,309 -92	-4%	-$1.84K	0.04%	442
2014 Q3	$42K	Sell	2,401 -152	-6%	-$2.86K	0.03%	462
2014 Q2	$51K	Sell	2,553 -106	-4%	-$2.04K	0.04%	439
2014 Q1	$51K	Sell	2,659 -141	-5%	-$2.79K	0.04%	438
2013 Q4	$57K	Buy	2,800 +68	+2%	+$1.21K	0.04%	423
2013 Q3	$45K	Sell	2,732 -32	-1%	-$546	0.04%	436
2013 Q2	$52K	Buy	+2,764	New	+$57.5K	0.04%	411

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

CLM

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Guardian Investor Services's PHM Position: Q1 2015 in Review

Guardian Investor Services reduced its Pultegroup (PHM) stake by 0.87% in Q1 2015, selling an estimated $436 and leaving 2,289 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #442.

Guardian Investor Services first reported a position in PHM in Q2 2013 and has held it in 8 quarters since. The position peaked at $57K in Q4 2013. 409 funds tracked by Wall St. Rank hold PHM as of Q1 2015.

Guardian Investor Services held 2,289 shares of Pultegroup worth $51K as of Q1 2015.
Guardian Investor Services sold 20 Pultegroup shares in Q1 2015, an estimated $436.
Pultegroup made up 0.04% of Guardian Investor Services's portfolio in Q1 2015, its #442 holding.
Guardian Investor Services first reported a position in Pultegroup in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Pultegroup position peaked at $57K in Q4 2013.
409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.