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Torch Wealth Management’s Pultegroup PHM Stock Holding History

Torch 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
2014
Q2 		– Sell
-2,000
Closed -$38K – 276
2014
Q1 		$38K Buy
+2,000
New +$39.5K 0.03% 175

Other funds holding PHM

Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Torch Wealth Management's PHM Position: Q2 2014 in Review

Torch Wealth Management sold out of Pultegroup (PHM) in Q2 2014, closing a stake of 2,000 shares — an estimated $38K sold.

Torch Wealth Management first reported a position in PHM in Q1 2014 and held it in 1 quarter. The position peaked at $38K in Q1 2014. 405 funds tracked by Wall St. Rank hold PHM as of Q2 2014.

  • Torch Wealth Management reported no remaining Pultegroup position as of Q2 2014 after selling out during the quarter.
  • Torch Wealth Management sold 2,000 Pultegroup shares in Q2 2014, an estimated $38K.
  • Torch Wealth Management first reported a position in Pultegroup in Q1 2014 and held it in 1 quarter.
  • Torch Wealth Management's Pultegroup position peaked at $38K in Q1 2014.
  • 405 funds tracked by Wall St. Rank held Pultegroup as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.