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MB Financial Bank - Trust Department’s Pultegroup PHM Stock Holding History

MB Financial Bank - Trust Department’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
Q2 		– Sell
-4,980
Closed -$147K – 473
2018
Q1 		$147K Sell
4,980
-518
-9% -$16.1K 0.02% 164
2017
Q4 		$183K Hold
5,498
– – 0.02% 156
2017
Q3 		$150K Hold
5,498
– – 0.02% 159
2017
Q2 		$135K Hold
5,498
– – 0.01% 166
2017
Q1 		$129K Buy
+5,498
New +$118K 0.01% 165

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MB Financial Bank - Trust Department's PHM Position: Q2 2018 in Review

MB Financial Bank - Trust Department sold out of Pultegroup (PHM) in Q2 2018, closing a stake of 4,980 shares — an estimated $147K sold.

MB Financial Bank - Trust Department first reported a position in PHM in Q1 2017 and held it in 5 quarters. The position peaked at $183K in Q4 2017. 551 funds tracked by Wall St. Rank hold PHM as of Q2 2018.

  • MB Financial Bank - Trust Department reported no remaining Pultegroup position as of Q2 2018 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 4,980 Pultegroup shares in Q2 2018, an estimated $147K.
  • MB Financial Bank - Trust Department first reported a position in Pultegroup in Q1 2017 and held it in 5 quarters.
  • MB Financial Bank - Trust Department's Pultegroup position peaked at $183K in Q4 2017.
  • 551 funds tracked by Wall St. Rank held Pultegroup as of Q2 2018.

Based on MB Financial Bank - Trust Department's 13F filing for Q2 2018, filed 12 Jul 2018.