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New Century Investment Management’s Pultegroup PHM Stock Holding History

New Century Investment 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
2016
Q4 		– Sell
-46,760
Closed -$937K – 107
2016
Q3 		$937K Buy
46,760
+28,160
+151% +$584K 0.82% 48
2016
Q2 		$363K Sell
18,600
-3,200
-15% -$59.3K 0.19% 89
2016
Q1 		$408K Buy
+21,800
New +$372K 0.19% 85

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

New Century Investment Management's PHM Position: Q4 2016 in Review

New Century Investment Management sold out of Pultegroup (PHM) in Q4 2016, closing a stake of 46,760 shares — an estimated $937K sold.

New Century Investment Management first reported a position in PHM in Q1 2016 and held it in 3 quarters. The position peaked at $937K in Q3 2016. 426 funds tracked by Wall St. Rank hold PHM as of Q4 2016.

  • New Century Investment Management reported no remaining Pultegroup position as of Q4 2016 after selling out during the quarter.
  • New Century Investment Management sold 46,760 Pultegroup shares in Q4 2016, an estimated $937K.
  • New Century Investment Management first reported a position in Pultegroup in Q1 2016 and held it in 3 quarters.
  • New Century Investment Management's Pultegroup position peaked at $937K in Q3 2016.
  • 426 funds tracked by Wall St. Rank held Pultegroup as of Q4 2016.

Based on New Century Investment Management's 13F filing for Q4 2016, filed 25 Jan 2017.