SHJ
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Sharkey, Howes & Javer’s Pultegroup PHM Stock Holding History

Sharkey, Howes & Javer’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
Q2 		– Sell
-223
Closed -$1K – 238
2015
Q1 		$1K Buy
+223
New +$4.86K ﹤0.01% 216

Other funds holding PHM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sharkey, Howes & Javer's PHM Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of Pultegroup (PHM) in Q2 2015, closing a stake of 223 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in PHM in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 387 funds tracked by Wall St. Rank hold PHM as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining Pultegroup position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 223 Pultegroup shares in Q2 2015, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in Pultegroup in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Pultegroup position peaked at $1K in Q1 2015.
  • 387 funds tracked by Wall St. Rank held Pultegroup as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.