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Wilbanks Smith & Thomas Asset Management’s Pultegroup PHM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		– Sell
-1,248
Closed -$31K – 1044
2018
Q3 		$31K Buy
+1,248
New +$35.4K ﹤0.01% 787

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State Street
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Bank of New York Mellon
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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

Wilbanks Smith & Thomas Asset Management's PHM Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 1,248 shares — an estimated $31K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PHM in Q3 2018 and held it in 1 quarter. The position peaked at $31K in Q3 2018. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,248 Pultegroup shares in Q4 2018, an estimated $31K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Pultegroup in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Pultegroup position peaked at $31K in Q3 2018.
  • 530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.