BPM
WLH

Bowling Portfolio Management’s WILLIAM LYON HOMES WLH Stock Holding History

Bowling Portfolio 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
2018
Q4 		– Sell
-35,174
Closed -$559K – 435
2018
Q3 		$559K Buy
35,174
+3,657
+12% +$76.1K 0.08% 294
2018
Q2 		$731K Buy
31,517
+13,821
+78% +$357K 0.1% 270
2018
Q1 		$486K Buy
+17,696
New +$493K 0.07% 294

Other funds holding WLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Bowling Portfolio Management's WLH Position: Q4 2018 in Review

Bowling Portfolio Management sold out of WILLIAM LYON HOMES (WLH) in Q4 2018, closing a stake of 35,174 shares — an estimated $559K sold.

Bowling Portfolio Management first reported a position in WLH in Q1 2018 and held it in 3 quarters. The position peaked at $731K in Q2 2018. 140 funds tracked by Wall St. Rank hold WLH as of Q4 2018.

  • Bowling Portfolio Management reported no remaining WILLIAM LYON HOMES position as of Q4 2018 after selling out during the quarter.
  • Bowling Portfolio Management sold 35,174 WILLIAM LYON HOMES shares in Q4 2018, an estimated $559K.
  • Bowling Portfolio Management first reported a position in WILLIAM LYON HOMES in Q1 2018 and held it in 3 quarters.
  • Bowling Portfolio Management's WILLIAM LYON HOMES position peaked at $731K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2018.

Based on Bowling Portfolio Management's 13F filing for Q4 2018, filed 17 Jan 2019.