Beach Investment Counsel’s WILLIAM LYON HOMES WLH Stock Holding History

Beach Investment Counsel’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	-10,000	Closed	-$200K	–	145
2019 Q4	$200K	Sell	10,000 -29,890	-75%	-$611K	0.02%	138
2019 Q3	$812K	Hold	39,890	–	–	0.09%	95
2019 Q2	$727K	Sell	39,890 -27,520	-41%	-$496K	0.08%	100
2019 Q1	$1.04M	Buy	+67,410	New	+$930K	0.12%	87
2018 Q2	–	Sell	-55,487	Closed	-$1.52M	–	166
2018 Q1	$1.52M	Hold	55,487	–	–	0.16%	88
2017 Q4	$1.61M	Hold	55,487	–	–	0.16%	85
2017 Q3	$1.28M	Hold	55,487	–	–	0.13%	87
2017 Q2	$1.34M	Buy	55,487 +10,570	+24%	+$236K	0.14%	80
2017 Q1	$926K	Buy	+44,917	New	+$839K	0.1%	94

Other funds holding WLH

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Beach Investment Counsel's WLH Position: Q1 2020 in Review

Beach Investment Counsel sold out of WILLIAM LYON HOMES (WLH) in Q1 2020, closing a stake of 10,000 shares — an estimated $200K sold.

Beach Investment Counsel first reported a position in WLH in Q1 2017 and held it in 9 quarters. The position peaked at $1.61M in Q4 2017. 1 fund tracked by Wall St. Rank holds WLH as of Q1 2020.

Beach Investment Counsel reported no remaining WILLIAM LYON HOMES position as of Q1 2020 after selling out during the quarter.
Beach Investment Counsel sold 10,000 WILLIAM LYON HOMES shares in Q1 2020, an estimated $200K.
Beach Investment Counsel first reported a position in WILLIAM LYON HOMES in Q1 2017 and held it in 9 quarters.
Beach Investment Counsel's WILLIAM LYON HOMES position peaked at $1.61M in Q4 2017.
1 fund tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2020.

Based on Beach Investment Counsel's 13F filing for Q1 2020, filed 5 May 2020.