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Mitsubishi UFJ Securities’s Pultegroup PHM Stock Holding History

Mitsubishi UFJ 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
2018
Q4 		– Sell
-470
Closed -$12K – 190
2018
Q3 		$12K Hold
470
– – 0.04% 172
2018
Q2 		$14K Hold
470
– – 0.05% 156
2018
Q1 		$14K Hold
470
– – 0.05% 174
2017
Q4 		$16K Buy
+470
New +$14.6K 0.07% 160

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mitsubishi UFJ Securities's PHM Position: Q4 2018 in Review

Mitsubishi UFJ Securities sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 470 shares — an estimated $12K sold.

Mitsubishi UFJ Securities first reported a position in PHM in Q4 2017 and held it in 4 quarters. The position peaked at $16K in Q4 2017. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • Mitsubishi UFJ Securities reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
  • Mitsubishi UFJ Securities sold 470 Pultegroup shares in Q4 2018, an estimated $12K.
  • Mitsubishi UFJ Securities first reported a position in Pultegroup in Q4 2017 and held it in 4 quarters.
  • Mitsubishi UFJ Securities's Pultegroup position peaked at $16K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Mitsubishi UFJ Securities's 13F filing for Q4 2018, filed 14 Feb 2019.