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WealthTrust-Arizona’s Pultegroup PHM Stock Holding History

WealthTrust-Arizona’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
Q4 		$3K Sell
116
-99
-46% -$2.45K ﹤0.01% 539
2018
Q3 		$5K Sell
215
-99
-32% -$2.81K ﹤0.01% 511
2018
Q2 		$9K Buy
314
+1
+0.3% +$30 ﹤0.01% 416
2018
Q1 		$9K Sell
313
-1,051
-77% -$32.6K ﹤0.01% 418
2017
Q4 		$45K Buy
1,364
+1
+0.1% +$31 0.02% 175
2017
Q3 		$37K Buy
1,363
+1
+0.1% +$25 0.02% 199
2017
Q2 		$33K Buy
1,362
+1,053
+341% +$24.6K 0.02% 200
2017
Q1 		$7K Buy
309
+1
+0.3% +$22 ﹤0.01% 441
2016
Q4 		$6K Buy
308
+2
+0.7% +$38 ﹤0.01% 454
2016
Q3 		$6K Buy
306
+1
+0.3% +$21 ﹤0.01% 455
2016
Q2 		$6K Buy
305
+101
+50% +$1.87K ﹤0.01% 441
2016
Q1 		$4K Buy
204
+2
+1% +$34 ﹤0.01% 489
2015
Q4 		$4K Sell
202
-298
-60% -$5.56K ﹤0.01% 509
2015
Q3 		$9K Buy
500
+100
+25% +$2.04K 0.01% 391
2015
Q2 		$8K Hold
400
– – ﹤0.01% 436
2015
Q1 		$9K Sell
400
-300
-43% -$6.53K 0.01% 428
2014
Q4 		$15K Hold
700
– – 0.01% 341
2014
Q3 		$12K Hold
700
– – 0.01% 384
2014
Q2 		$14K Hold
700
– – 0.02% 355
2014
Q1 		$13K Hold
700
– – 0.01% 375
2013
Q4 		$14K Hold
700
– – 0.02% 343
2013
Q3 		$12K Buy
+700
New +$11.9K 0.02% 328

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WealthTrust-Arizona's PHM Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Pultegroup (PHM) stake by 46% in Q4 2018, selling an estimated $2.45K and leaving 116 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

WealthTrust-Arizona first reported a position in PHM in Q3 2013 and has held it in 22 quarters since. The position peaked at $45K in Q4 2017. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • WealthTrust-Arizona held 116 shares of Pultegroup worth $3K as of Q4 2018.
  • WealthTrust-Arizona sold 99 Pultegroup shares in Q4 2018, an estimated $2.45K.
  • Pultegroup made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #539 holding.
  • WealthTrust-Arizona first reported a position in Pultegroup in Q3 2013 and has held it in 22 quarters since.
  • WealthTrust-Arizona's Pultegroup position peaked at $45K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.