Partnervest Advisory Services’s Pultegroup PHM Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-44	Closed	-$1K	–	614
2014 Q2	$1K	Hold	44	–	–	﹤0.01%	1009
2014 Q1	$1K	Buy	+44	New	+$869	﹤0.01%	993
2013 Q4	–	Sell	-85	Closed	-$1K	–	1056
2013 Q3	$1K	Buy	+85	New	+$1.45K	﹤0.01%	976

Other funds holding PHM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BFA

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

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

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Partnervest Advisory Services's PHM Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Pultegroup (PHM) in Q3 2014, closing a stake of 44 shares — an estimated $1K sold.

Partnervest Advisory Services first reported a position in PHM in Q3 2013 and held it in 3 quarters. The position peaked at $1K in Q2 2014. 399 funds tracked by Wall St. Rank hold PHM as of Q3 2014.

Partnervest Advisory Services reported no remaining Pultegroup position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 44 Pultegroup shares in Q3 2014, an estimated $1K.
Partnervest Advisory Services first reported a position in Pultegroup in Q3 2013 and held it in 3 quarters.
Partnervest Advisory Services's Pultegroup position peaked at $1K in Q2 2014.
399 funds tracked by Wall St. Rank held Pultegroup as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.