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Signature Estate & Investment Advisors’s Pultegroup PHM Stock Holding History

Signature Estate & Investment Advisors’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
Q3 		– Sell
-35,466
Closed -$1.02M – 167
2018
Q2 		$1.02M Buy
35,466
+4,789
+16% +$144K 0.1% 88
2018
Q1 		$905K Buy
30,677
+3,651
+14% +$113K 0.09% 89
2017
Q4 		$899K Buy
27,026
+1,144
+4% +$35.5K 0.09% 90
2017
Q3 		$707K Buy
25,882
+3,536
+16% +$89.5K 0.08% 89
2017
Q2 		$548K Buy
22,346
+3,921
+21% +$91.5K 0.07% 94
2017
Q1 		$434K Buy
+18,425
New +$397K 0.05% 109

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Signature Estate & Investment Advisors's PHM Position: Q3 2018 in Review

Signature Estate & Investment Advisors sold out of Pultegroup (PHM) in Q3 2018, closing a stake of 35,466 shares — an estimated $1.02M sold.

Signature Estate & Investment Advisors first reported a position in PHM in Q1 2017 and held it in 6 quarters. The position peaked at $1.02M in Q2 2018. 525 funds tracked by Wall St. Rank hold PHM as of Q3 2018.

  • Signature Estate & Investment Advisors reported no remaining Pultegroup position as of Q3 2018 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 35,466 Pultegroup shares in Q3 2018, an estimated $1.02M.
  • Signature Estate & Investment Advisors first reported a position in Pultegroup in Q1 2017 and held it in 6 quarters.
  • Signature Estate & Investment Advisors's Pultegroup position peaked at $1.02M in Q2 2018.
  • 525 funds tracked by Wall St. Rank held Pultegroup as of Q3 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.