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Sheets Smith Wealth Management’s Pultegroup PHM Stock Holding History

Sheets Smith 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
2018
Q1 		– Sell
-15,353
Closed -$510K – 334
2017
Q4 		$510K Buy
15,353
+297
+2% +$9.22K 0.12% 192
2017
Q3 		$411K Sell
15,056
-149
-1% -$3.77K 0.1% 206
2017
Q2 		$373K Sell
15,205
-574
-4% -$13.4K 0.1% 200
2017
Q1 		$372K Buy
+15,779
New +$340K 0.1% 205

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sheets Smith Wealth Management's PHM Position: Q1 2018 in Review

Sheets Smith Wealth Management sold out of Pultegroup (PHM) in Q1 2018, closing a stake of 15,353 shares — an estimated $510K sold.

Sheets Smith Wealth Management first reported a position in PHM in Q1 2017 and held it in 4 quarters. The position peaked at $510K in Q4 2017. 545 funds tracked by Wall St. Rank hold PHM as of Q1 2018.

  • Sheets Smith Wealth Management reported no remaining Pultegroup position as of Q1 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 15,353 Pultegroup shares in Q1 2018, an estimated $510K.
  • Sheets Smith Wealth Management first reported a position in Pultegroup in Q1 2017 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Pultegroup position peaked at $510K in Q4 2017.
  • 545 funds tracked by Wall St. Rank held Pultegroup as of Q1 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2018, filed 9 Apr 2018.