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Mascoma Wealth Management’s Pultegroup PHM Stock Holding History

Mascoma Wealth Management’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
Q3 		– Sell
-1,000
Closed -$32K – 268
2019
Q2 		$32K Hold
1,000
– – 0.02% 191
2019
Q1 		$28K Hold
1,000
– – 0.02% 200
2018
Q4 		$26K Hold
1,000
– – 0.02% 191
2018
Q3 		$25K Hold
1,000
– – 0.02% 217
2018
Q2 		$29K Hold
1,000
– – 0.02% 196
2018
Q1 		$29K Hold
1,000
– – 0.02% 192
2017
Q4 		$31K Hold
1,000
– – 0.02% 175
2017
Q3 		$27K Hold
1,000
– – 0.02% 201
2017
Q2 		$25K Hold
1,000
– – 0.02% 215
2017
Q1 		$24K Hold
1,000
– – 0.02% 197
2016
Q4 		$18K Buy
+1,000
New +$19K 0.01% 227

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Mascoma Wealth Management's PHM Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Pultegroup (PHM) in Q3 2019, closing a stake of 1,000 shares — an estimated $32K sold.

Mascoma Wealth Management first reported a position in PHM in Q4 2016 and held it in 11 quarters. The position peaked at $32K in Q2 2019. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

  • Mascoma Wealth Management reported no remaining Pultegroup position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,000 Pultegroup shares in Q3 2019, an estimated $32K.
  • Mascoma Wealth Management first reported a position in Pultegroup in Q4 2016 and held it in 11 quarters.
  • Mascoma Wealth Management's Pultegroup position peaked at $32K in Q2 2019.
  • 561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.