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Park Avenue Institutional Advisers’s Pultegroup PHM Stock Holding History

Park Avenue Institutional Advisers’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
2016
Q3 		– Sell
-2,002
Closed -$39K – 315
2016
Q2 		$39K Hold
2,002
– – 0.03% 461
2016
Q1 		$37K Sell
2,002
-56
-3% -$955 0.03% 465
2015
Q4 		$37K Sell
2,058
-78
-4% -$1.46K 0.03% 459
2015
Q3 		$40K Sell
2,136
-99
-4% -$2.02K 0.04% 452
2015
Q2 		$45K Buy
+2,235
New +$45.3K 0.04% 454

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Park Avenue Institutional Advisers's PHM Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Pultegroup (PHM) in Q3 2016, closing a stake of 2,002 shares — an estimated $39K sold.

Park Avenue Institutional Advisers first reported a position in PHM in Q2 2015 and held it in 5 quarters. The position peaked at $45K in Q2 2015. 415 funds tracked by Wall St. Rank hold PHM as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Pultegroup position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 2,002 Pultegroup shares in Q3 2016, an estimated $39K.
  • Park Avenue Institutional Advisers first reported a position in Pultegroup in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Pultegroup position peaked at $45K in Q2 2015.
  • 415 funds tracked by Wall St. Rank held Pultegroup as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.