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Lucia Wealth Services’s Pultegroup PHM Stock Holding History

Lucia Wealth 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
2018
Q3 		– Sell
-51,435
Closed -$1.48M – 230
2018
Q2 		$1.48M Sell
51,435
-41,993
-45% -$1.26M 0.65% 40
2018
Q1 		$2.75M Buy
93,428
+28,510
+44% +$884K 0.89% 42
2017
Q4 		$2.16M Buy
+64,918
New +$2.02M 0.96% 23

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Lucia Wealth Services's PHM Position: Q3 2018 in Review

Lucia Wealth Services sold out of Pultegroup (PHM) in Q3 2018, closing a stake of 51,435 shares — an estimated $1.48M sold.

Lucia Wealth Services first reported a position in PHM in Q4 2017 and held it in 3 quarters. The position peaked at $2.75M in Q1 2018. 524 funds tracked by Wall St. Rank hold PHM as of Q3 2018.

  • Lucia Wealth Services reported no remaining Pultegroup position as of Q3 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 51,435 Pultegroup shares in Q3 2018, an estimated $1.48M.
  • Lucia Wealth Services first reported a position in Pultegroup in Q4 2017 and held it in 3 quarters.
  • Lucia Wealth Services's Pultegroup position peaked at $2.75M in Q1 2018.
  • 524 funds tracked by Wall St. Rank held Pultegroup as of Q3 2018.

Based on Lucia Wealth Services's 13F filing for Q3 2018, filed 14 Nov 2018.