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Altium Wealth Management’s LGI Homes LGIH Stock Holding History

Altium Wealth Management’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,634
Closed -$210K – 311
2018
Q2 		$210K Buy
3,634
+803
+28% +$51.8K 0.06% 241
2018
Q1 		$200K Buy
+2,831
New +$192K 0.08% 162

Other funds holding LGIH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Altium Wealth Management's LGIH Position: Q3 2018 in Review

Altium Wealth Management sold out of LGI Homes (LGIH) in Q3 2018, closing a stake of 3,634 shares — an estimated $210K sold.

Altium Wealth Management first reported a position in LGIH in Q1 2018 and held it in 2 quarters. The position peaked at $210K in Q2 2018. 190 funds tracked by Wall St. Rank hold LGIH as of Q3 2018.

  • Altium Wealth Management reported no remaining LGI Homes position as of Q3 2018 after selling out during the quarter.
  • Altium Wealth Management sold 3,634 LGI Homes shares in Q3 2018, an estimated $210K.
  • Altium Wealth Management first reported a position in LGI Homes in Q1 2018 and held it in 2 quarters.
  • Altium Wealth Management's LGI Homes position peaked at $210K in Q2 2018.
  • 190 funds tracked by Wall St. Rank held LGI Homes as of Q3 2018.

Based on Altium Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.