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New Jersey Better Educational Savings Trust’s Pultegroup PHM Stock Holding History

New Jersey Better Educational Savings Trust’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
2017
Q4 		– Sell
-18,000
Closed -$492K – 189
2017
Q3 		$492K Sell
18,000
-2,000
-10% -$50.6K 0.41% 86
2017
Q2 		$491K Buy
+20,000
New +$467K 0.43% 84

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Goldman Sachs
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Bank of America
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GA
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PI
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

New Jersey Better Educational Savings Trust's PHM Position: Q4 2017 in Review

New Jersey Better Educational Savings Trust sold out of Pultegroup (PHM) in Q4 2017, closing a stake of 18,000 shares — an estimated $492K sold.

New Jersey Better Educational Savings Trust first reported a position in PHM in Q2 2017 and held it in 2 quarters. The position peaked at $492K in Q3 2017. 566 funds tracked by Wall St. Rank hold PHM as of Q4 2017.

  • New Jersey Better Educational Savings Trust reported no remaining Pultegroup position as of Q4 2017 after selling out during the quarter.
  • New Jersey Better Educational Savings Trust sold 18,000 Pultegroup shares in Q4 2017, an estimated $492K.
  • New Jersey Better Educational Savings Trust first reported a position in Pultegroup in Q2 2017 and held it in 2 quarters.
  • New Jersey Better Educational Savings Trust's Pultegroup position peaked at $492K in Q3 2017.
  • 566 funds tracked by Wall St. Rank held Pultegroup as of Q4 2017.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q4 2017, filed 6 Feb 2018.