Invictus RG’s Pultegroup PHM Stock Holding History

Invictus RG’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
2017 Q4	–	Sell	-4,264	Closed	-$117K	–	441
2017 Q3	$117K	Buy	4,264 +3,993	+1,473%	+$101K	0.11%	267
2017 Q2	$7K	Buy	+271	New	+$6.33K	0.01%	566

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invictus RG's PHM Position: Q4 2017 in Review

Invictus RG sold out of Pultegroup (PHM) in Q4 2017, closing a stake of 4,264 shares — an estimated $117K sold.

Invictus RG first reported a position in PHM in Q2 2017 and held it in 2 quarters. The position peaked at $117K in Q3 2017. 566 funds tracked by Wall St. Rank hold PHM as of Q4 2017.

Invictus RG reported no remaining Pultegroup position as of Q4 2017 after selling out during the quarter.
Invictus RG sold 4,264 Pultegroup shares in Q4 2017, an estimated $117K.
Invictus RG first reported a position in Pultegroup in Q2 2017 and held it in 2 quarters.
Invictus RG's Pultegroup position peaked at $117K in Q3 2017.
566 funds tracked by Wall St. Rank held Pultegroup as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.