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Mitsubishi UFJ Morgan Stanley Securities’s Pultegroup PHM Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
2014
Q3 		– Sell
-490
Closed -$10K – 287
2014
Q2 		$10K Buy
+490
New +$9.41K 0.03% 182
2014
Q1 		– Sell
-2,120
Closed -$43K – 274
2013
Q4 		$43K Hold
2,120
– – 0.07% 73
2013
Q3 		$35K Hold
2,120
– – 0.06% 95
2013
Q2 		$40K Buy
+2,120
New +$44.1K 0.13% 93

Other funds holding PHM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's PHM Position: Q3 2014 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Pultegroup (PHM) in Q3 2014, closing a stake of 490 shares — an estimated $10K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in PHM in Q2 2013 and held it in 4 quarters. The position peaked at $43K in Q4 2013. 399 funds tracked by Wall St. Rank hold PHM as of Q3 2014.

  • Mitsubishi UFJ Morgan Stanley Securities reported no remaining Pultegroup position as of Q3 2014 after selling out during the quarter.
  • Mitsubishi UFJ Morgan Stanley Securities sold 490 Pultegroup shares in Q3 2014, an estimated $10K.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Pultegroup in Q2 2013 and held it in 4 quarters.
  • Mitsubishi UFJ Morgan Stanley Securities's Pultegroup position peaked at $43K in Q4 2013.
  • 399 funds tracked by Wall St. Rank held Pultegroup as of Q3 2014.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q3 2014, filed 14 Nov 2014.