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National Investment Services’s Pultegroup PHM Stock Holding History

National Investment Services’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
2015
Q4 		– Sell
-74,601
Closed -$1.41M – 44
2015
Q3 		$1.41M Buy
74,601
+1,202
+2% +$24.5K 1.66% 34
2015
Q2 		$1.48M Sell
73,399
-4,093
-5% -$83K 1.55% 34
2015
Q1 		$1.72M Buy
+77,492
New +$1.69M 1.75% 30

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

National Investment Services's PHM Position: Q4 2015 in Review

National Investment Services sold out of Pultegroup (PHM) in Q4 2015, closing a stake of 74,601 shares — an estimated $1.41M sold.

National Investment Services first reported a position in PHM in Q1 2015 and held it in 3 quarters. The position peaked at $1.72M in Q1 2015. 383 funds tracked by Wall St. Rank hold PHM as of Q4 2015.

  • National Investment Services reported no remaining Pultegroup position as of Q4 2015 after selling out during the quarter.
  • National Investment Services sold 74,601 Pultegroup shares in Q4 2015, an estimated $1.41M.
  • National Investment Services first reported a position in Pultegroup in Q1 2015 and held it in 3 quarters.
  • National Investment Services's Pultegroup position peaked at $1.72M in Q1 2015.
  • 383 funds tracked by Wall St. Rank held Pultegroup as of Q4 2015.

Based on National Investment Services's 13F filing for Q4 2015, filed 27 Jan 2016.