ZBI Equities’s Pultegroup PHM Stock Holding History

ZBI Equities’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 Q1	–	Sell	-2,674,200	Closed	-$54.5M	–	19
2013 Q4	$54.5M	Buy	+2,674,200	New	+$47.4M	2.95%	16

Other funds holding PHM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

ZBI Equities's PHM Position: Q1 2014 in Review

ZBI Equities sold out of Pultegroup (PHM) in Q1 2014, closing a stake of 2,674,200 shares — an estimated $54.5M sold.

ZBI Equities first reported a position in PHM in Q4 2013 and held it in 1 quarter. The position peaked at $54.5M in Q4 2013. 410 funds tracked by Wall St. Rank hold PHM as of Q1 2014.

ZBI Equities reported no remaining Pultegroup position as of Q1 2014 after selling out during the quarter.
ZBI Equities sold 2,674,200 Pultegroup shares in Q1 2014, an estimated $54.5M.
ZBI Equities first reported a position in Pultegroup in Q4 2013 and held it in 1 quarter.
ZBI Equities's Pultegroup position peaked at $54.5M in Q4 2013.
410 funds tracked by Wall St. Rank held Pultegroup as of Q1 2014.

Based on ZBI Equities's 13F filing for Q1 2014.