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VSR Financial Services’s Pultegroup PHM Stock Holding History

VSR Financial Services’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
Q1 		– Sell
-13,356
Closed -$287K – 587
2014
Q4 		$287K Sell
13,356
-998
-7% -$19.9K 0.03% 434
2014
Q3 		$253K Sell
14,354
-650
-4% -$12.2K 0.03% 489
2014
Q2 		$302K Buy
15,004
+1
+0% +$19 0.04% 431
2014
Q1 		$288K Sell
15,003
-167
-1% -$3.3K 0.04% 450
2013
Q4 		$309K Buy
+15,170
New +$269K 0.05% 417

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 $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

VSR Financial Services's PHM Position: Q1 2015 in Review

VSR Financial Services sold out of Pultegroup (PHM) in Q1 2015, closing a stake of 13,356 shares — an estimated $287K sold.

VSR Financial Services first reported a position in PHM in Q4 2013 and held it in 5 quarters. The position peaked at $309K in Q4 2013. 409 funds tracked by Wall St. Rank hold PHM as of Q1 2015.

  • VSR Financial Services reported no remaining Pultegroup position as of Q1 2015 after selling out during the quarter.
  • VSR Financial Services sold 13,356 Pultegroup shares in Q1 2015, an estimated $287K.
  • VSR Financial Services first reported a position in Pultegroup in Q4 2013 and held it in 5 quarters.
  • VSR Financial Services's Pultegroup position peaked at $309K in Q4 2013.
  • 409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2015.

Based on VSR Financial Services's 13F filing for Q1 2015, filed 13 May 2015.