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Northeast Financial Consultants’s Pultegroup PHM Stock Holding History

Northeast Financial Consultants’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
Q3 		– Sell
-26,310
Closed -$832K – 328
2019
Q2 		$832K Hold
26,310
– – 0.09% 140
2019
Q1 		$736K Hold
26,310
– – 0.08% 149
2018
Q4 		$684K Buy
+26,310
New +$651K 0.1% 110

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State Street
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Northeast Financial Consultants's PHM Position: Q3 2019 in Review

Northeast Financial Consultants sold out of Pultegroup (PHM) in Q3 2019, closing a stake of 26,310 shares — an estimated $832K sold.

Northeast Financial Consultants first reported a position in PHM in Q4 2018 and held it in 3 quarters. The position peaked at $832K in Q2 2019. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

  • Northeast Financial Consultants reported no remaining Pultegroup position as of Q3 2019 after selling out during the quarter.
  • Northeast Financial Consultants sold 26,310 Pultegroup shares in Q3 2019, an estimated $832K.
  • Northeast Financial Consultants first reported a position in Pultegroup in Q4 2018 and held it in 3 quarters.
  • Northeast Financial Consultants's Pultegroup position peaked at $832K in Q2 2019.
  • 561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on Northeast Financial Consultants's 13F filing for Q3 2019, filed 13 Nov 2019.