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Independent Portfolio Consultants’s Pultegroup PHM Stock Holding History

Independent Portfolio Consultants’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
Q4 		– Sell
-4,744
Closed -$95K – 850
2016
Q3 		$95K Sell
4,744
-790
-14% -$16.4K 0.03% 455
2016
Q2 		$108K Sell
5,534
-665
-11% -$12.3K 0.03% 438
2016
Q1 		$116K Buy
6,199
+660
+12% +$11.3K 0.03% 448
2015
Q4 		$99K Buy
5,539
+2,150
+63% +$40.1K 0.03% 476
2015
Q3 		$64K Buy
3,389
+470
+16% +$9.56K 0.01% 548
2015
Q2 		$59K Buy
2,919
+1,671
+134% +$33.9K 0.01% 604
2015
Q1 		$28K Buy
1,248
+923
+284% +$20.1K 0.01% 662
2014
Q4 		$7K Buy
+325
New +$6.49K ﹤0.01% 736

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independent Portfolio Consultants's PHM Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of Pultegroup (PHM) in Q4 2016, closing a stake of 4,744 shares — an estimated $95K sold.

Independent Portfolio Consultants first reported a position in PHM in Q4 2014 and held it in 8 quarters. The position peaked at $116K in Q1 2016. 426 funds tracked by Wall St. Rank hold PHM as of Q4 2016.

  • Independent Portfolio Consultants reported no remaining Pultegroup position as of Q4 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 4,744 Pultegroup shares in Q4 2016, an estimated $95K.
  • Independent Portfolio Consultants first reported a position in Pultegroup in Q4 2014 and held it in 8 quarters.
  • Independent Portfolio Consultants's Pultegroup position peaked at $116K in Q1 2016.
  • 426 funds tracked by Wall St. Rank held Pultegroup as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.