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National Planning Corporation’s Pultegroup PHM Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-2,607
Closed -$56.6K – 1655
2014
Q4 		$56.6K Buy
+2,607
New +$52K ﹤0.01% 1202

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

National Planning Corporation's PHM Position: Q1 2015 in Review

National Planning Corporation sold out of Pultegroup (PHM) in Q1 2015, closing a stake of 2,607 shares — an estimated $56.6K sold.

National Planning Corporation first reported a position in PHM in Q4 2014 and held it in 1 quarter. The position peaked at $56.6K in Q4 2014. 409 funds tracked by Wall St. Rank hold PHM as of Q1 2015.

  • National Planning Corporation reported no remaining Pultegroup position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 2,607 Pultegroup shares in Q1 2015, an estimated $56.6K.
  • National Planning Corporation first reported a position in Pultegroup in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Pultegroup position peaked at $56.6K in Q4 2014.
  • 409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.