WFG Advisors’s Pultegroup PHM Stock Holding History

WFG 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	$13K	Buy	+521	New	+$12.2K	﹤0.01%	1064
2016 Q3	–	Sell	-78	Closed	-$2K	–	1656
2016 Q2	$2K	Hold	78	–	–	﹤0.01%	1387
2016 Q1	$1K	Sell	78 -350	-82%	-$5.97K	﹤0.01%	1439
2015 Q4	$8K	Sell	428 -100	-19%	-$1.86K	﹤0.01%	1134
2015 Q3	$10K	Hold	528	–	–	﹤0.01%	1088
2015 Q2	$11K	Hold	528	–	–	﹤0.01%	1164
2015 Q1	$12K	Hold	528	–	–	﹤0.01%	1151
2014 Q4	$11K	Hold	528	–	–	﹤0.01%	1422
2014 Q3	$9K	Hold	528	–	–	﹤0.01%	1529
2014 Q2	$11K	Sell	528 -100	-16%	-$1.92K	﹤0.01%	1459
2014 Q1	$12K	Sell	628 -510	-45%	-$10.1K	﹤0.01%	1419
2013 Q4	$23K	Hold	1,138	–	–	﹤0.01%	1302
2013 Q3	$19K	Buy	1,138 +867	+320%	+$14.8K	﹤0.01%	1301
2013 Q2	$5K	Buy	+271	New	+$5.63K	﹤0.01%	1669

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

WFG Advisors's PHM Position: Q2 2017 in Review

WFG Advisors opened a new position in Pultegroup (PHM) in Q2 2017: 521 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings. This is a return to the name: WFG Advisors previously reported a position in PHM as recently as Q2 2016.

WFG Advisors first reported a position in PHM in Q2 2013 and has held it in 14 quarters since. The position peaked at $23K in Q4 2013. 490 funds tracked by Wall St. Rank hold PHM as of Q2 2017.

WFG Advisors held 521 shares of Pultegroup worth $13K as of Q2 2017.
Pultegroup was a new WFG Advisors position in Q2 2017.
Pultegroup made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1064 holding.
WFG Advisors first reported a position in Pultegroup in Q2 2013 and has held it in 14 quarters since.
WFG Advisors's Pultegroup position peaked at $23K in Q4 2013.
490 funds tracked by Wall St. Rank held Pultegroup as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.