Smart Portfolios LLC’s Pultegroup PHM Stock Holding History

Smart Portfolios LLC’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
2019 Q2	–	Sell	-249	Closed	-$7K	–	160
2019 Q1	$7K	Sell	249 -107	-30%	-$2.92K	0.01%	186
2018 Q4	$9K	Buy	+356	New	+$8.8K	0.01%	154

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Smart Portfolios LLC's PHM Position: Q2 2019 in Review

Smart Portfolios LLC sold out of Pultegroup (PHM) in Q2 2019, closing a stake of 249 shares — an estimated $7K sold.

Smart Portfolios LLC first reported a position in PHM in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q4 2018. 567 funds tracked by Wall St. Rank hold PHM as of Q2 2019.

Smart Portfolios LLC reported no remaining Pultegroup position as of Q2 2019 after selling out during the quarter.
Smart Portfolios LLC sold 249 Pultegroup shares in Q2 2019, an estimated $7K.
Smart Portfolios LLC first reported a position in Pultegroup in Q4 2018 and held it in 2 quarters.
Smart Portfolios LLC's Pultegroup position peaked at $9K in Q4 2018.
567 funds tracked by Wall St. Rank held Pultegroup as of Q2 2019.

Based on Smart Portfolios LLC's 13F filing for Q2 2019, filed 15 Aug 2019.