WealthOne’s Pultegroup PHM Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-940	Closed	-$24K	–	411
2018 Q4	$24K	Buy	+940	New	+$23.2K	0.02%	256

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthOne's PHM Position: Q1 2019 in Review

WealthOne sold out of Pultegroup (PHM) in Q1 2019, closing a stake of 940 shares — an estimated $24K sold.

WealthOne first reported a position in PHM in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 553 funds tracked by Wall St. Rank hold PHM as of Q1 2019.

WealthOne reported no remaining Pultegroup position as of Q1 2019 after selling out during the quarter.
WealthOne sold 940 Pultegroup shares in Q1 2019, an estimated $24K.
WealthOne first reported a position in Pultegroup in Q4 2018 and held it in 1 quarter.
WealthOne's Pultegroup position peaked at $24K in Q4 2018.
553 funds tracked by Wall St. Rank held Pultegroup as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.