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Robert N. Shapiro’s Pultegroup PHM Stock Holding History

Robert N. Shapiro’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
Q4 		$59K Buy
2,789
+1,915
+219% +$38.2K 0.01% 427
2014
Q3 		$15K Buy
874
+147
+20% +$2.77K ﹤0.01% 661
2014
Q2 		$15K Sell
727
-1,748
-71% -$33.6K ﹤0.01% 609
2014
Q1 		$47K Sell
2,475
-3,425
-58% -$67.6K 0.01% 469
2013
Q4 		$121K Sell
5,900
-50
-0.8% -$887 0.02% 345
2013
Q3 		$98K Buy
5,950
+2,625
+79% +$44.8K 0.02% 418
2013
Q2 		$63K Buy
+3,325
New +$69.1K 0.01% 496

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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Robert N. Shapiro's PHM Position: Q4 2014 in Review

Robert N. Shapiro increased its Pultegroup (PHM) stake by 219% in Q4 2014, buying an estimated $38.2K and bringing the position to 2,789 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #427.

Robert N. Shapiro first reported a position in PHM in Q2 2013 and has held it in 7 quarters since. The position peaked at $121K in Q4 2013. 410 funds tracked by Wall St. Rank hold PHM as of Q4 2014.

  • Robert N. Shapiro held 2,789 shares of Pultegroup worth $59K as of Q4 2014.
  • Robert N. Shapiro bought 1,915 Pultegroup shares in Q4 2014, an estimated $38.2K.
  • Pultegroup made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #427 holding.
  • Robert N. Shapiro first reported a position in Pultegroup in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Pultegroup position peaked at $121K in Q4 2013.
  • 410 funds tracked by Wall St. Rank held Pultegroup as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.