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Opus Capital Group’s Pultegroup PHM Stock Holding History

Opus Capital Group’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
2017
Q4 		– Sell
-9,358
Closed -$255K – 255
2017
Q3 		$255K Sell
9,358
-227
-2% -$5.74K 0.06% 192
2017
Q2 		$235K Sell
9,585
-8,397
-47% -$196K 0.05% 186
2017
Q1 		$424K Sell
17,982
-204
-1% -$4.39K 0.06% 145
2016
Q4 		$334K Buy
18,186
+7,738
+74% +$147K 0.05% 177
2016
Q3 		$209K Hold
10,448
– – 0.04% 186
2016
Q2 		$203K Buy
+10,448
New +$194K 0.05% 180

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Opus Capital Group's PHM Position: Q4 2017 in Review

Opus Capital Group sold out of Pultegroup (PHM) in Q4 2017, closing a stake of 9,358 shares — an estimated $255K sold.

Opus Capital Group first reported a position in PHM in Q2 2016 and held it in 6 quarters. The position peaked at $424K in Q1 2017. 566 funds tracked by Wall St. Rank hold PHM as of Q4 2017.

  • Opus Capital Group reported no remaining Pultegroup position as of Q4 2017 after selling out during the quarter.
  • Opus Capital Group sold 9,358 Pultegroup shares in Q4 2017, an estimated $255K.
  • Opus Capital Group first reported a position in Pultegroup in Q2 2016 and held it in 6 quarters.
  • Opus Capital Group's Pultegroup position peaked at $424K in Q1 2017.
  • 566 funds tracked by Wall St. Rank held Pultegroup as of Q4 2017.

Based on Opus Capital Group's 13F filing for Q4 2017, filed 2 Feb 2018.