Old Mutual Customised Solutions’s Pultegroup PHM Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$78K	Hold	2,700	–	–	0.01%	713
2018 Q1	$80K	Hold	2,700	–	–	0.01%	693
2017 Q4	$90K	Hold	2,700	–	–	0.01%	678
2017 Q3	$74K	Hold	2,700	–	–	0.01%	728
2017 Q2	$66K	Hold	2,700	–	–	0.01%	728
2017 Q1	$64K	Hold	2,700	–	–	0.01%	733
2016 Q4	$50K	Buy	+2,700	New	+$51.3K	0.01%	769
2014 Q2	–	Sell	-1,300	Closed	-$25K	–	751
2014 Q1	$25K	Hold	1,300	–	–	0.01%	741
2013 Q4	$26K	Hold	1,300	–	–	0.01%	747
2013 Q3	$21K	Hold	1,300	–	–	0.01%	760
2013 Q2	$25K	Buy	+1,300	New	+$27K	0.01%	1072

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Old Mutual Customised Solutions's PHM Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Pultegroup (PHM) position steady in Q2 2018 at 2,700 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #713.

Old Mutual Customised Solutions first reported a position in PHM in Q2 2013 and has held it in 11 quarters since. The position peaked at $90K in Q4 2017. 550 funds tracked by Wall St. Rank hold PHM as of Q2 2018.

Old Mutual Customised Solutions held 2,700 shares of Pultegroup worth $78K as of Q2 2018.
Old Mutual Customised Solutions left its Pultegroup share count unchanged in Q2 2018.
Pultegroup made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #713 holding.
Old Mutual Customised Solutions first reported a position in Pultegroup in Q2 2013 and has held it in 11 quarters since.
Old Mutual Customised Solutions's Pultegroup position peaked at $90K in Q4 2017.
550 funds tracked by Wall St. Rank held Pultegroup as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.