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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $5.78B AUM 20.29% 1-Year Est. Return