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Index Management Solutions’s Pultegroup PHM Stock Holding History

Index Management Solutions’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
2015
Q3 		$12K Buy
650
+10
+2% +$203 0.01% 500
2015
Q2 		$13K Sell
640
-488
-43% -$9.9K 0.01% 571
2015
Q1 		$25K Sell
1,128
-772
-41% -$16.8K 0.02% 312
2014
Q4 		$41K Sell
1,900
-218
-10% -$4.35K 0.01% 428
2014
Q3 		$37K Buy
2,118
+401
+23% +$7.55K ﹤0.01% 933
2014
Q2 		$35K Sell
1,717
-2,805
-62% -$53.9K ﹤0.01% 906
2014
Q1 		$87K Buy
4,522
+2,525
+126% +$49.9K 0.01% 514
2013
Q4 		$41K Buy
1,997
+548
+38% +$9.72K 0.01% 564
2013
Q3 		$24K Buy
+1,449
New +$24.7K 0.01% 643

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

Index Management Solutions's PHM Position: Q3 2015 in Review

Index Management Solutions increased its Pultegroup (PHM) stake by 1.6% in Q3 2015, buying an estimated $203 and bringing the position to 650 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #500.

Index Management Solutions first reported a position in PHM in Q3 2013 and has held it in 9 quarters since. The position peaked at $87K in Q1 2014. 400 funds tracked by Wall St. Rank hold PHM as of Q3 2015.

  • Index Management Solutions held 650 shares of Pultegroup worth $12K as of Q3 2015.
  • Index Management Solutions bought 10 Pultegroup shares in Q3 2015, an estimated $203.
  • Pultegroup made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #500 holding.
  • Index Management Solutions first reported a position in Pultegroup in Q3 2013 and has held it in 9 quarters since.
  • Index Management Solutions's Pultegroup position peaked at $87K in Q1 2014.
  • 400 funds tracked by Wall St. Rank held Pultegroup as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.