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Willingdon Wealth Management’s Pultegroup PHM Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-62
Closed -$2K – 500
2019
Q3 		$2K Buy
+62
New +$2.06K ﹤0.01% 363

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LSV Asset Management
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Bank of New York Mellon
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Willingdon Wealth Management's PHM Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Pultegroup (PHM) in Q4 2019, closing a stake of 62 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in PHM in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 608 funds tracked by Wall St. Rank hold PHM as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Pultegroup position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 62 Pultegroup shares in Q4 2019, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Pultegroup in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Pultegroup position peaked at $2K in Q3 2019.
  • 608 funds tracked by Wall St. Rank held Pultegroup as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.