RFS
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Rockefeller Financial Services’s Pultegroup PHM Stock Holding History

Rockefeller Financial 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
2016
Q3 		– Sell
-19,230
Closed -$375K – 480
2016
Q2 		$375K Hold
19,230
– – 0.01% 276
2016
Q1 		$360K Hold
19,230
– – 0.01% 278
2015
Q4 		$343K Hold
19,230
– – 0.01% 294
2015
Q3 		$363K Hold
19,230
– – 0.01% 280
2015
Q2 		$387K Hold
19,230
– – 0.01% 263
2015
Q1 		$427K Hold
19,230
– – 0.01% 260
2014
Q4 		$413K Hold
19,230
– – 0.01% 254
2014
Q3 		$340K Hold
19,230
– – 0.01% 281
2014
Q2 		$388K Hold
19,230
– – 0.01% 283
2014
Q1 		$369K Hold
19,230
– – 0.01% 283
2013
Q4 		$392K Hold
19,230
– – 0.01% 290
2013
Q3 		$317K Hold
19,230
– – 0.01% 299
2013
Q2 		$365K Buy
+19,230
New +$400K 0.01% 275

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BFA
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CS
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BIT
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GA
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