Pinnacle Summer Investments’s Pultegroup PHM Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$4K	Hold	220	–	–	﹤0.01%	641
2015 Q3	$4K	Hold	220	–	–	﹤0.01%	860
2015 Q2	$4K	Hold	220	–	–	﹤0.01%	628
2015 Q1	$5K	Hold	220	–	–	﹤0.01%	873
2014 Q4	$5K	Hold	220	–	–	﹤0.01%	889
2014 Q3	$4K	Hold	220	–	–	﹤0.01%	933
2014 Q2	$4K	Buy	+220	New	+$4.22K	﹤0.01%	874
2013 Q3	–	Sell	-220	Closed	-$4K	–	969
2013 Q2	$4K	Buy	+220	New	+$4.57K	﹤0.01%	720

Other funds holding PHM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

CLM

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

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

Pinnacle Summer Investments's PHM Position: Q4 2015 in Review

Pinnacle Summer Investments held its Pultegroup (PHM) position steady in Q4 2015 at 220 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Pinnacle Summer Investments first reported a position in PHM in Q2 2013 and has held it in 8 quarters since. The position peaked at $5K in Q1 2015. 383 funds tracked by Wall St. Rank hold PHM as of Q4 2015.

Pinnacle Summer Investments held 220 shares of Pultegroup worth $4K as of Q4 2015.
Pinnacle Summer Investments left its Pultegroup share count unchanged in Q4 2015.
Pultegroup made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #641 holding.
Pinnacle Summer Investments first reported a position in Pultegroup in Q2 2013 and has held it in 8 quarters since.
Pinnacle Summer Investments's Pultegroup position peaked at $5K in Q1 2015.
383 funds tracked by Wall St. Rank held Pultegroup as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.