IBEX Wealth Advisors’s Pultegroup PHM Stock Holding History

IBEX Wealth 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
2019 Q3	–	Sell	-1,197	Closed	-$37K	–	308
2019 Q2	$37K	Buy	+1,197	New	+$37.4K	0.01%	248

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

IBEX Wealth Advisors's PHM Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Pultegroup (PHM) in Q3 2019, closing a stake of 1,197 shares — an estimated $37K sold.

IBEX Wealth Advisors first reported a position in PHM in Q2 2019 and held it in 1 quarter. The position peaked at $37K in Q2 2019. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

IBEX Wealth Advisors reported no remaining Pultegroup position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 1,197 Pultegroup shares in Q3 2019, an estimated $37K.
IBEX Wealth Advisors first reported a position in Pultegroup in Q2 2019 and held it in 1 quarter.
IBEX Wealth Advisors's Pultegroup position peaked at $37K in Q2 2019.
561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.