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Independence Bank of Kentucky’s Pultegroup PHM Stock Holding History

Independence Bank of Kentucky’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
Q1 		– Sell
-142
Closed -$5K – 415
2017
Q4 		$5K Buy
+142
New +$4.41K ﹤0.01% 290

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Independence Bank of Kentucky's PHM Position: Q1 2018 in Review

Independence Bank of Kentucky sold out of Pultegroup (PHM) in Q1 2018, closing a stake of 142 shares — an estimated $5K sold.

Independence Bank of Kentucky first reported a position in PHM in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 545 funds tracked by Wall St. Rank hold PHM as of Q1 2018.

  • Independence Bank of Kentucky reported no remaining Pultegroup position as of Q1 2018 after selling out during the quarter.
  • Independence Bank of Kentucky sold 142 Pultegroup shares in Q1 2018, an estimated $5K.
  • Independence Bank of Kentucky first reported a position in Pultegroup in Q4 2017 and held it in 1 quarter.
  • Independence Bank of Kentucky's Pultegroup position peaked at $5K in Q4 2017.
  • 545 funds tracked by Wall St. Rank held Pultegroup as of Q1 2018.

Based on Independence Bank of Kentucky's 13F filing for Q1 2018, filed 18 Apr 2018.