Nelson Capital Management’s Pultegroup PHM Stock Holding History

Nelson Capital Management’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
2019 Q1	–	Sell	-835	Closed	-$22K	–	325
2018 Q4	$22K	Buy	+835	New	+$20.7K	0.01%	183

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nelson Capital Management's PHM Position: Q1 2019 in Review

Nelson Capital Management sold out of Pultegroup (PHM) in Q1 2019, closing a stake of 835 shares — an estimated $22K sold.

Nelson Capital Management first reported a position in PHM in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 552 funds tracked by Wall St. Rank hold PHM as of Q1 2019.

Nelson Capital Management reported no remaining Pultegroup position as of Q1 2019 after selling out during the quarter.
Nelson Capital Management sold 835 Pultegroup shares in Q1 2019, an estimated $22K.
Nelson Capital Management first reported a position in Pultegroup in Q4 2018 and held it in 1 quarter.
Nelson Capital Management's Pultegroup position peaked at $22K in Q4 2018.
552 funds tracked by Wall St. Rank held Pultegroup as of Q1 2019.

Based on Nelson Capital Management's 13F filing for Q1 2019, filed 9 May 2019.