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Legacy Financial Advisors’s Pultegroup PHM Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-3,045
Closed -$85K – 687
2019
Q1 		$85K Buy
3,045
+208
+7% +$5.67K 0.03% 188
2018
Q4 		$74K Sell
2,837
-2,186
-44% -$54.1K 0.03% 181
2018
Q3 		$124K Buy
5,023
+1,800
+56% +$51K 0.04% 148
2018
Q2 		$96K Sell
3,223
-4,078
-56% -$123K 0.04% 171
2018
Q1 		$217K Sell
7,301
-610
-8% -$18.9K 0.09% 107
2017
Q4 		$263K Buy
+7,911
New +$246K 0.11% 89

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Legacy Financial Advisors's PHM Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Pultegroup (PHM) in Q2 2019, closing a stake of 3,045 shares — an estimated $85K sold.

Legacy Financial Advisors first reported a position in PHM in Q4 2017 and held it in 6 quarters. The position peaked at $263K in Q4 2017. 567 funds tracked by Wall St. Rank hold PHM as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Pultegroup position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,045 Pultegroup shares in Q2 2019, an estimated $85K.
  • Legacy Financial Advisors first reported a position in Pultegroup in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Pultegroup position peaked at $263K in Q4 2017.
  • 567 funds tracked by Wall St. Rank held Pultegroup as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.