MCP
PHM icon

Mirador Capital Partners’s Pultegroup PHM Stock Holding History

Mirador Capital Partners’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
Q1 		– Sell
-48,502
Closed -$1.61M – 128
2017
Q4 		$1.61M Sell
48,502
-601
-1% -$18.7K 0.88% 44
2017
Q3 		$1.34M Buy
49,103
+448
+0.9% +$11.3K 0.79% 49
2017
Q2 		$1.25M Buy
48,655
+1,728
+4% +$40.3K 0.76% 51
2017
Q1 		$1.1M Buy
+46,927
New +$1.01M 0.8% 44

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mirador Capital Partners's PHM Position: Q1 2018 in Review

Mirador Capital Partners sold out of Pultegroup (PHM) in Q1 2018, closing a stake of 48,502 shares — an estimated $1.61M sold.

Mirador Capital Partners first reported a position in PHM in Q1 2017 and held it in 4 quarters. The position peaked at $1.61M in Q4 2017. 544 funds tracked by Wall St. Rank hold PHM as of Q1 2018.

  • Mirador Capital Partners reported no remaining Pultegroup position as of Q1 2018 after selling out during the quarter.
  • Mirador Capital Partners sold 48,502 Pultegroup shares in Q1 2018, an estimated $1.61M.
  • Mirador Capital Partners first reported a position in Pultegroup in Q1 2017 and held it in 4 quarters.
  • Mirador Capital Partners's Pultegroup position peaked at $1.61M in Q4 2017.
  • 544 funds tracked by Wall St. Rank held Pultegroup as of Q1 2018.

Based on Mirador Capital Partners's 13F filing for Q1 2018, filed 2 May 2018.