ADL
WLH

Asset Dedication LLC’s WILLIAM LYON HOMES WLH Stock Holding History

Asset Dedication LLC’s Portfolio WLH Stock Details WLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-48
Closed -$1K – 868
2019
Q4 		$1K Buy
+48
New +$981 ﹤0.01% 783

Other funds holding WLH

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Asset Dedication LLC's WLH Position: Q1 2020 in Review

Asset Dedication LLC sold out of WILLIAM LYON HOMES (WLH) in Q1 2020, closing a stake of 48 shares — an estimated $1K sold.

Asset Dedication LLC first reported a position in WLH in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 1 fund tracked by Wall St. Rank holds WLH as of Q1 2020.

  • Asset Dedication LLC reported no remaining WILLIAM LYON HOMES position as of Q1 2020 after selling out during the quarter.
  • Asset Dedication LLC sold 48 WILLIAM LYON HOMES shares in Q1 2020, an estimated $1K.
  • Asset Dedication LLC first reported a position in WILLIAM LYON HOMES in Q4 2019 and held it in 1 quarter.
  • Asset Dedication LLC's WILLIAM LYON HOMES position peaked at $1K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2020.

Based on Asset Dedication LLC's 13F filing for Q1 2020, filed 5 May 2020.