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Wealthfront’s Pultegroup PHM Stock Holding History

Wealthfront’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
Q2 		– Sell
-16,005
Closed -$472K – 515
2018
Q1 		$472K Buy
16,005
+2,947
+23% +$91.4K ﹤0.01% 387
2017
Q4 		$434K Buy
+13,058
New +$406K ﹤0.01% 379
2015
Q4 		– Sell
-3,888
Closed -$73K – 840
2015
Q3 		$73K Buy
3,888
+882
+29% +$17.9K ﹤0.01% 456
2015
Q2 		$61K Buy
3,006
+46
+2% +$933 ﹤0.01% 485
2015
Q1 		$66K Buy
2,960
+569
+24% +$12.4K ﹤0.01% 456
2014
Q4 		$51K Buy
2,391
+905
+61% +$18.1K ﹤0.01% 477
2014
Q3 		$26K Buy
1,486
+669
+82% +$12.6K ﹤0.01% 488
2014
Q2 		$17K Buy
817
+467
+133% +$8.97K ﹤0.01% 497
2014
Q1 		$7K Buy
+350
New +$6.91K ﹤0.01% 508

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront's PHM Position: Q2 2018 in Review

Wealthfront sold out of Pultegroup (PHM) in Q2 2018, closing a stake of 16,005 shares — an estimated $472K sold.

Wealthfront first reported a position in PHM in Q1 2014 and held it in 9 quarters. The position peaked at $472K in Q1 2018. 551 funds tracked by Wall St. Rank hold PHM as of Q2 2018.

  • Wealthfront reported no remaining Pultegroup position as of Q2 2018 after selling out during the quarter.
  • Wealthfront sold 16,005 Pultegroup shares in Q2 2018, an estimated $472K.
  • Wealthfront first reported a position in Pultegroup in Q1 2014 and held it in 9 quarters.
  • Wealthfront's Pultegroup position peaked at $472K in Q1 2018.
  • 551 funds tracked by Wall St. Rank held Pultegroup as of Q2 2018.

Based on Wealthfront's 13F filing for Q2 2018, filed 10 Aug 2018.