Mariner Wealth Advisors (NYC)’s Pultegroup PHM Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$3K	Buy	+126	New	+$2.74K	﹤0.01%	603

Other funds holding PHM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CLM

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s PHM Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Pultegroup (PHM) in Q1 2015: 126 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings.

409 funds tracked by Wall St. Rank hold PHM as of Q1 2015.

Mariner Wealth Advisors (NYC) held 126 shares of Pultegroup worth $3K as of Q1 2015.
Pultegroup was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Pultegroup made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #603 holding.
409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.