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Westbourne Investment Advisors’s Pultegroup PHM Stock Holding History

Westbourne Investment Advisors’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
Q2 		– Sell
-19,700
Closed -$464K – 108
2017
Q1 		$464K Sell
19,700
-98,315
-83% -$2.12M 0.38% 68
2016
Q4 		$2.17M Sell
118,015
-12,220
-9% -$232K 1.9% 15
2016
Q3 		$2.61M Sell
130,235
-3,475
-3% -$72K 2.31% 9
2016
Q2 		$2.61M Buy
133,710
+640
+0.5% +$11.9K 2.36% 9
2016
Q1 		$2.49M Buy
133,070
+10,525
+9% +$180K 2.38% 9
2015
Q4 		$2.18M Buy
122,545
+3,050
+3% +$56.9K 2.11% 10
2015
Q3 		$2.25M Buy
119,495
+45,700
+62% +$930K 2.26% 8
2015
Q2 		$1.49M Buy
+73,795
New +$1.5M 1.35% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Westbourne Investment Advisors's PHM Position: Q2 2017 in Review

Westbourne Investment Advisors sold out of Pultegroup (PHM) in Q2 2017, closing a stake of 19,700 shares — an estimated $464K sold.

Westbourne Investment Advisors first reported a position in PHM in Q2 2015 and held it in 8 quarters. The position peaked at $2.61M in Q3 2016. 489 funds tracked by Wall St. Rank hold PHM as of Q2 2017.

  • Westbourne Investment Advisors reported no remaining Pultegroup position as of Q2 2017 after selling out during the quarter.
  • Westbourne Investment Advisors sold 19,700 Pultegroup shares in Q2 2017, an estimated $464K.
  • Westbourne Investment Advisors first reported a position in Pultegroup in Q2 2015 and held it in 8 quarters.
  • Westbourne Investment Advisors's Pultegroup position peaked at $2.61M in Q3 2016.
  • 489 funds tracked by Wall St. Rank held Pultegroup as of Q2 2017.

Based on Westbourne Investment Advisors's 13F filing for Q2 2017, filed 17 Jul 2017.