TrueWealth LLC’s Pultegroup PHM Stock Holding History

TrueWealth 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
2018 Q1	–	Sell	-428	Closed	-$14K	–	889
2017 Q4	$14K	Buy	+428	New	+$13.3K	0.01%	451

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TrueWealth LLC's PHM Position: Q1 2018 in Review

TrueWealth LLC sold out of Pultegroup (PHM) in Q1 2018, closing a stake of 428 shares — an estimated $14K sold.

TrueWealth LLC first reported a position in PHM in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 544 funds tracked by Wall St. Rank hold PHM as of Q1 2018.

TrueWealth LLC reported no remaining Pultegroup position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 428 Pultegroup shares in Q1 2018, an estimated $14K.
TrueWealth LLC first reported a position in Pultegroup in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Pultegroup position peaked at $14K in Q4 2017.
544 funds tracked by Wall St. Rank held Pultegroup as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.