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Vantage Investment Advisors’s Pultegroup PHM Stock Holding History

Vantage 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
2015
Q4 		– Sell
-550
Closed -$10K – 810
2015
Q3 		$10K Buy
+550
New +$11.2K 0.01% 496
2014
Q2 		– Sell
-32
Closed -$1K – 723
2014
Q1 		$1K Buy
+32
New +$632 ﹤0.01% 642

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vantage Investment Advisors's PHM Position: Q4 2015 in Review

Vantage Investment Advisors sold out of Pultegroup (PHM) in Q4 2015, closing a stake of 550 shares — an estimated $10K sold.

Vantage Investment Advisors first reported a position in PHM in Q1 2014 and held it in 2 quarters. The position peaked at $10K in Q3 2015. 383 funds tracked by Wall St. Rank hold PHM as of Q4 2015.

  • Vantage Investment Advisors reported no remaining Pultegroup position as of Q4 2015 after selling out during the quarter.
  • Vantage Investment Advisors sold 550 Pultegroup shares in Q4 2015, an estimated $10K.
  • Vantage Investment Advisors first reported a position in Pultegroup in Q1 2014 and held it in 2 quarters.
  • Vantage Investment Advisors's Pultegroup position peaked at $10K in Q3 2015.
  • 383 funds tracked by Wall St. Rank held Pultegroup as of Q4 2015.

Based on Vantage Investment Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.