KCS Wealth Advisory’s Pultegroup PHM Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-1,652	Closed	-$60.4K	–	337
2019 Q3	$60.4K	Buy	+1,652	New	+$55K	0.04%	227

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

KCS Wealth Advisory's PHM Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Pultegroup (PHM) in Q4 2019, closing a stake of 1,652 shares — an estimated $60.4K sold.

KCS Wealth Advisory first reported a position in PHM in Q3 2019 and held it in 1 quarter. The position peaked at $60.4K in Q3 2019. 608 funds tracked by Wall St. Rank hold PHM as of Q4 2019.

KCS Wealth Advisory reported no remaining Pultegroup position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 1,652 Pultegroup shares in Q4 2019, an estimated $60.4K.
KCS Wealth Advisory first reported a position in Pultegroup in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Pultegroup position peaked at $60.4K in Q3 2019.
608 funds tracked by Wall St. Rank held Pultegroup as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.