Nine Chapters Capital Management’s Pultegroup PHM Stock Holding History

Nine Chapters 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
2015 Q4	–	Sell	-37,400	Closed	-$706K	–	411
2015 Q3	$706K	Buy	+37,400	New	+$761K	0.06%	455
2014 Q2	–	Sell	-13,900	Closed	-$267K	–	1084
2014 Q1	$267K	Buy	+13,900	New	+$275K	0.03%	644
2013 Q3	–	Sell	-40,100	Closed	-$761K	–	874
2013 Q2	$761K	Buy	+40,100	New	+$833K	0.13%	238

Other funds holding PHM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

CLM

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

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

Nine Chapters Capital Management's PHM Position: Q4 2015 in Review

Nine Chapters Capital Management sold out of Pultegroup (PHM) in Q4 2015, closing a stake of 37,400 shares — an estimated $706K sold.

Nine Chapters Capital Management first reported a position in PHM in Q2 2013 and held it in 3 quarters. The position peaked at $761K in Q2 2013. 383 funds tracked by Wall St. Rank hold PHM as of Q4 2015.

Nine Chapters Capital Management reported no remaining Pultegroup position as of Q4 2015 after selling out during the quarter.
Nine Chapters Capital Management sold 37,400 Pultegroup shares in Q4 2015, an estimated $706K.
Nine Chapters Capital Management first reported a position in Pultegroup in Q2 2013 and held it in 3 quarters.
Nine Chapters Capital Management's Pultegroup position peaked at $761K in Q2 2013.
383 funds tracked by Wall St. Rank held Pultegroup as of Q4 2015.

Based on Nine Chapters Capital Management's 13F filing for Q4 2015.