GWM
PHM icon

Gupta Wealth Management’s Pultegroup PHM Stock Holding History

Gupta 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
2016
Q1 		$133K Buy
7,115
+1,594
+29% +$27.2K 0.03% 289
2015
Q4 		$98K Hold
5,521
– – 0.02% 325
2015
Q3 		$104K Hold
5,521
– – 0.03% 336
2015
Q2 		$111K Sell
5,521
-1
-0% -$20 0.03% 333
2015
Q1 		$123K Buy
+5,522
New +$120K 0.04% 279

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gupta Wealth Management's PHM Position: Q1 2016 in Review

Gupta Wealth Management increased its Pultegroup (PHM) stake by 29% in Q1 2016, buying an estimated $27.2K and bringing the position to 7,115 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #289.

Gupta Wealth Management first reported a position in PHM in Q1 2015 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold PHM as of Q1 2016.

  • Gupta Wealth Management held 7,115 shares of Pultegroup worth $133K as of Q1 2016.
  • Gupta Wealth Management bought 1,594 Pultegroup shares in Q1 2016, an estimated $27.2K.
  • Pultegroup made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #289 holding.
  • Gupta Wealth Management first reported a position in Pultegroup in Q1 2015 and has held it in 5 quarters since.
  • 409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.