J.M. Hartwell’s Pultegroup PHM Stock Holding History

J.M. Hartwell’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	-19,350	Closed	-$529K	–	83
2017 Q3	$529K	Sell	19,350 -3,500	-15%	-$88.6K	0.1%	59
2017 Q2	$561K	Buy	22,850 +950	+4%	+$22.2K	0.12%	59
2017 Q1	$516K	Buy	+21,900	New	+$472K	0.11%	62

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

J.M. Hartwell's PHM Position: Q4 2017 in Review

J.M. Hartwell sold out of Pultegroup (PHM) in Q4 2017, closing a stake of 19,350 shares — an estimated $529K sold.

J.M. Hartwell first reported a position in PHM in Q1 2017 and held it in 3 quarters. The position peaked at $561K in Q2 2017. 566 funds tracked by Wall St. Rank hold PHM as of Q4 2017.

J.M. Hartwell reported no remaining Pultegroup position as of Q4 2017 after selling out during the quarter.
J.M. Hartwell sold 19,350 Pultegroup shares in Q4 2017, an estimated $529K.
J.M. Hartwell first reported a position in Pultegroup in Q1 2017 and held it in 3 quarters.
J.M. Hartwell's Pultegroup position peaked at $561K in Q2 2017.
566 funds tracked by Wall St. Rank held Pultegroup as of Q4 2017.

Based on J.M. Hartwell's 13F filing for Q4 2017, filed 22 Jan 2018.