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Hirtle Callaghan & Co’s Pultegroup PHM Stock Holding History

Hirtle Callaghan & Co’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
2014
Q3 		– Sell
-42
Closed -$1K – 614
2014
Q2 		$1K Hold
42
– – ﹤0.01% 620
2014
Q1 		$1K Sell
42
-19
-31% -$375 ﹤0.01% 611
2013
Q4 		$1K Sell
61
-10
-14% -$177 ﹤0.01% 590
2013
Q3 		$1K Buy
+71
New +$1.21K ﹤0.01% 599

Other funds holding PHM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Hirtle Callaghan & Co's PHM Position: Q3 2014 in Review

Hirtle Callaghan & Co sold out of Pultegroup (PHM) in Q3 2014, closing a stake of 42 shares — an estimated $1K sold.

Hirtle Callaghan & Co first reported a position in PHM in Q3 2013 and held it in 4 quarters. The position peaked at $1K in Q2 2014. 399 funds tracked by Wall St. Rank hold PHM as of Q3 2014.

  • Hirtle Callaghan & Co reported no remaining Pultegroup position as of Q3 2014 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 42 Pultegroup shares in Q3 2014, an estimated $1K.
  • Hirtle Callaghan & Co first reported a position in Pultegroup in Q3 2013 and held it in 4 quarters.
  • Hirtle Callaghan & Co's Pultegroup position peaked at $1K in Q2 2014.
  • 399 funds tracked by Wall St. Rank held Pultegroup as of Q3 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2014, filed 29 Oct 2014.