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Riverloft Capital Management’s Pultegroup PHM Stock Holding History

Riverloft Capital 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
Q4 		– Sell
-85,110
Closed -$1.61M – 49
2015
Q3 		$1.61M Buy
+85,110
New +$1.73M 0.61% 24

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Riverloft Capital Management's PHM Position: Q4 2015 in Review

Riverloft Capital Management sold out of Pultegroup (PHM) in Q4 2015, closing a stake of 85,110 shares — an estimated $1.61M sold.

Riverloft Capital Management first reported a position in PHM in Q3 2015 and held it in 1 quarter. The position peaked at $1.61M in Q3 2015. 383 funds tracked by Wall St. Rank hold PHM as of Q4 2015.

  • Riverloft Capital Management reported no remaining Pultegroup position as of Q4 2015 after selling out during the quarter.
  • Riverloft Capital Management sold 85,110 Pultegroup shares in Q4 2015, an estimated $1.61M.
  • Riverloft Capital Management first reported a position in Pultegroup in Q3 2015 and held it in 1 quarter.
  • Riverloft Capital Management's Pultegroup position peaked at $1.61M in Q3 2015.
  • 383 funds tracked by Wall St. Rank held Pultegroup as of Q4 2015.

Based on Riverloft Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.