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New York Life Trust’s Pultegroup PHM Stock Holding History

New York Life 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
2014
Q3 		– Sell
-5,878
Closed -$119K – 214
2014
Q2 		$119K Buy
5,878
+3,037
+107% +$58.3K 0.5% 81
2014
Q1 		$55K Buy
+2,841
New +$56.1K 0.24% 134
2013
Q3 		– Sell
-2,688
Closed -$51K – 221
2013
Q2 		$51K Buy
+2,688
New +$55.9K 0.23% 135

Other funds holding PHM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

New York Life Trust's PHM Position: Q3 2014 in Review

New York Life Trust sold out of Pultegroup (PHM) in Q3 2014, closing a stake of 5,878 shares — an estimated $119K sold.

New York Life Trust first reported a position in PHM in Q2 2013 and held it in 3 quarters. The position peaked at $119K in Q2 2014. 399 funds tracked by Wall St. Rank hold PHM as of Q3 2014.

  • New York Life Trust reported no remaining Pultegroup position as of Q3 2014 after selling out during the quarter.
  • New York Life Trust sold 5,878 Pultegroup shares in Q3 2014, an estimated $119K.
  • New York Life Trust first reported a position in Pultegroup in Q2 2013 and held it in 3 quarters.
  • New York Life Trust's Pultegroup position peaked at $119K in Q2 2014.
  • 399 funds tracked by Wall St. Rank held Pultegroup as of Q3 2014.

Based on New York Life Trust's 13F filing for Q3 2014, filed 14 Nov 2014.