NFH
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NEXT Financial Holdings’s Pultegroup PHM Stock Holding History

NEXT Financial Holdings’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 		$100K Buy
+3,579
New +$97.5K 0.03% 532

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NEXT Financial Holdings's PHM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Pultegroup (PHM) in Q1 2019: 3,579 shares worth $100K. The stake represents 0.03% of the portfolio and ranks #532 among its holdings.

552 funds tracked by Wall St. Rank hold PHM as of Q1 2019.

  • NEXT Financial Holdings held 3,579 shares of Pultegroup worth $100K as of Q1 2019.
  • Pultegroup was a new NEXT Financial Holdings position in Q1 2019.
  • Pultegroup made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #532 holding.
  • 552 funds tracked by Wall St. Rank held Pultegroup as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.