SRH Advisors’s Pultegroup PHM Stock Holding History

SRH 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
2016 Q2	–	Sell	-2,000	Closed	-$37K	–	238
2016 Q1	$37K	Hold	2,000	–	–	0.2%	69
2015 Q4	$36K	Hold	2,000	–	–	0.21%	69
2015 Q3	$38K	Hold	2,000	–	–	0.22%	64
2015 Q2	$40K	Hold	2,000	–	–	0.25%	61
2015 Q1	$44K	Hold	2,000	–	–	0.29%	51
2014 Q4	$43K	Hold	2,000	–	–	0.29%	52
2014 Q3	$35K	Hold	2,000	–	–	0.27%	56
2014 Q2	$40K	Hold	2,000	–	–	0.31%	50
2014 Q1	$38K	Hold	2,000	–	–	0.3%	51
2013 Q4	$41K	Buy	+2,000	New	+$35.5K	0.4%	48

Other funds holding PHM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SRH Advisors's PHM Position: Q2 2016 in Review

SRH Advisors sold out of Pultegroup (PHM) in Q2 2016, closing a stake of 2,000 shares — an estimated $37K sold.

SRH Advisors first reported a position in PHM in Q4 2013 and held it in 10 quarters. The position peaked at $44K in Q1 2015. 401 funds tracked by Wall St. Rank hold PHM as of Q2 2016.

SRH Advisors reported no remaining Pultegroup position as of Q2 2016 after selling out during the quarter.
SRH Advisors sold 2,000 Pultegroup shares in Q2 2016, an estimated $37K.
SRH Advisors first reported a position in Pultegroup in Q4 2013 and held it in 10 quarters.
SRH Advisors's Pultegroup position peaked at $44K in Q1 2015.
401 funds tracked by Wall St. Rank held Pultegroup as of Q2 2016.

Based on SRH Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.