Welch Group’s Pultegroup PHM Stock Holding History

Welch Group’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
2017 Q3	–	Sell	-20,000	Closed	-$491K	–	144
2017 Q2	$491K	Buy	+20,000	New	+$467K	0.08%	73

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Welch Group's PHM Position: Q3 2017 in Review

Welch Group sold out of Pultegroup (PHM) in Q3 2017, closing a stake of 20,000 shares — an estimated $491K sold.

Welch Group first reported a position in PHM in Q2 2017 and held it in 1 quarter. The position peaked at $491K in Q2 2017. 480 funds tracked by Wall St. Rank hold PHM as of Q3 2017.

Welch Group reported no remaining Pultegroup position as of Q3 2017 after selling out during the quarter.
Welch Group sold 20,000 Pultegroup shares in Q3 2017, an estimated $491K.
Welch Group first reported a position in Pultegroup in Q2 2017 and held it in 1 quarter.
Welch Group's Pultegroup position peaked at $491K in Q2 2017.
480 funds tracked by Wall St. Rank held Pultegroup as of Q3 2017.

Based on Welch Group's 13F filing for Q3 2017, filed 7 Nov 2017.