WFM
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Wilmington Funds Management’s Pultegroup PHM Stock Holding History

Wilmington Funds 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
2014
Q2 		– Sell
-10,140
Closed -$195K – 803
2014
Q1 		$195K Hold
10,140
– – 0.02% 696
2013
Q4 		$207K Hold
10,140
– – 0.02% 706
2013
Q3 		$167K Sell
10,140
-6,274
-38% -$107K 0.02% 708
2013
Q2 		$311K Buy
+16,414
New +$341K 0.03% 516

Other funds holding PHM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilmington Funds Management's PHM Position: Q2 2014 in Review

Wilmington Funds Management sold out of Pultegroup (PHM) in Q2 2014, closing a stake of 10,140 shares — an estimated $195K sold.

Wilmington Funds Management first reported a position in PHM in Q2 2013 and held it in 4 quarters. The position peaked at $311K in Q2 2013. 405 funds tracked by Wall St. Rank hold PHM as of Q2 2014.

  • Wilmington Funds Management reported no remaining Pultegroup position as of Q2 2014 after selling out during the quarter.
  • Wilmington Funds Management sold 10,140 Pultegroup shares in Q2 2014, an estimated $195K.
  • Wilmington Funds Management first reported a position in Pultegroup in Q2 2013 and held it in 4 quarters.
  • Wilmington Funds Management's Pultegroup position peaked at $311K in Q2 2013.
  • 405 funds tracked by Wall St. Rank held Pultegroup as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.