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KMS Financial Services’s Pultegroup PHM Stock Holding History

KMS Financial Services’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
2014
Q2 		– Sell
-10,921
Closed -$210K – 566
2014
Q1 		$210K Hold
10,921
– – 0.03% 469
2013
Q4 		$222K Sell
10,921
-1,400
-11% -$24.8K 0.04% 445
2013
Q3 		$203K Buy
12,321
+1,400
+13% +$23.9K 0.05% 395
2013
Q2 		$207K Buy
+10,921
New +$227K 0.06% 331

Other funds holding PHM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KMS Financial Services's PHM Position: Q2 2014 in Review

KMS Financial Services sold out of Pultegroup (PHM) in Q2 2014, closing a stake of 10,921 shares — an estimated $210K sold.

KMS Financial Services first reported a position in PHM in Q2 2013 and held it in 4 quarters. The position peaked at $222K in Q4 2013. 405 funds tracked by Wall St. Rank hold PHM as of Q2 2014.

  • KMS Financial Services reported no remaining Pultegroup position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 10,921 Pultegroup shares in Q2 2014, an estimated $210K.
  • KMS Financial Services first reported a position in Pultegroup in Q2 2013 and held it in 4 quarters.
  • KMS Financial Services's Pultegroup position peaked at $222K in Q4 2013.
  • 405 funds tracked by Wall St. Rank held Pultegroup as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.