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Rezny Wealth Management’s Pultegroup PHM Stock Holding History

Rezny Wealth Management’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
Q3 		– Sell
-503
Closed -$10K – 112
2015
Q2 		$10K Buy
+503
New +$10.2K 0.01% 37

Other funds holding PHM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
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
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Rezny Wealth Management's PHM Position: Q3 2015 in Review

Rezny Wealth Management sold out of Pultegroup (PHM) in Q3 2015, closing a stake of 503 shares — an estimated $10K sold.

Rezny Wealth Management first reported a position in PHM in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 400 funds tracked by Wall St. Rank hold PHM as of Q3 2015.

  • Rezny Wealth Management reported no remaining Pultegroup position as of Q3 2015 after selling out during the quarter.
  • Rezny Wealth Management sold 503 Pultegroup shares in Q3 2015, an estimated $10K.
  • Rezny Wealth Management first reported a position in Pultegroup in Q2 2015 and held it in 1 quarter.
  • Rezny Wealth Management's Pultegroup position peaked at $10K in Q2 2015.
  • 400 funds tracked by Wall St. Rank held Pultegroup as of Q3 2015.

Based on Rezny Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.