AIM
WLH

Assured Investment Management’s WILLIAM LYON HOMES WLH Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-41,988
Closed -$645K – 1127
2019
Q1 		$645K Buy
+41,988
New +$579K 0.01% 499
2018
Q3 		– Sell
-29,435
Closed -$683K – 1394
2018
Q2 		$683K Sell
29,435
-6,932
-19% -$179K 0.01% 711
2018
Q1 		$1M Buy
+36,367
New +$1.01M 0.02% 546

Other funds holding WLH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Assured Investment Management's WLH Position: Q2 2019 in Review

Assured Investment Management sold out of WILLIAM LYON HOMES (WLH) in Q2 2019, closing a stake of 41,988 shares — an estimated $645K sold.

Assured Investment Management first reported a position in WLH in Q1 2018 and held it in 3 quarters. The position peaked at $1M in Q1 2018. 151 funds tracked by Wall St. Rank hold WLH as of Q2 2019.

  • Assured Investment Management reported no remaining WILLIAM LYON HOMES position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 41,988 WILLIAM LYON HOMES shares in Q2 2019, an estimated $645K.
  • Assured Investment Management first reported a position in WILLIAM LYON HOMES in Q1 2018 and held it in 3 quarters.
  • Assured Investment Management's WILLIAM LYON HOMES position peaked at $1M in Q1 2018.
  • 151 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.