Icon Wealth Partners’s Pultegroup PHM Stock Holding History

Icon Wealth Partners’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	-1,032	Closed	-$30K	–	604
2018 Q2	$30K	Buy	+1,032	New	+$31K	0.01%	496
2018 Q1	–	Sell	-709	Closed	-$24K	–	602
2017 Q4	$24K	Buy	+709	New	+$22K	0.01%	573

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Icon Wealth Partners's PHM Position: Q3 2018 in Review

Icon Wealth Partners sold out of Pultegroup (PHM) in Q3 2018, closing a stake of 1,032 shares — an estimated $30K sold.

Icon Wealth Partners first reported a position in PHM in Q4 2017 and held it in 2 quarters. The position peaked at $30K in Q2 2018. 524 funds tracked by Wall St. Rank hold PHM as of Q3 2018.

Icon Wealth Partners reported no remaining Pultegroup position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 1,032 Pultegroup shares in Q3 2018, an estimated $30K.
Icon Wealth Partners first reported a position in Pultegroup in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's Pultegroup position peaked at $30K in Q2 2018.
524 funds tracked by Wall St. Rank held Pultegroup as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.