CAPTRUST Financial Advisors
WLH

CAPTRUST Financial Advisors’s WILLIAM LYON HOMES WLH Stock Holding History

CAPTRUST Financial Advisors’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
Q4 		– Sell
-756
Closed -$15K – 2093
2019
Q3 		$15K Sell
756
-225
-23% -$4.21K ﹤0.01% 1394
2019
Q2 		$18K Hold
981
– – ﹤0.01% 1317
2019
Q1 		$15K Buy
981
+9
+0.9% +$124 ﹤0.01% 1280
2018
Q4 		$10K Buy
972
+401
+70% +$5.12K ﹤0.01% 1234
2018
Q3 		$9K Hold
571
– – ﹤0.01% 1267
2018
Q2 		$13K Buy
+571
New +$14.7K ﹤0.01% 1101

Other funds holding WLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors's WLH Position: Q4 2019 in Review

CAPTRUST Financial Advisors sold out of WILLIAM LYON HOMES (WLH) in Q4 2019, closing a stake of 756 shares — an estimated $15K sold.

CAPTRUST Financial Advisors first reported a position in WLH in Q2 2018 and held it in 6 quarters. The position peaked at $18K in Q2 2019. 154 funds tracked by Wall St. Rank hold WLH as of Q4 2019.

  • CAPTRUST Financial Advisors reported no remaining WILLIAM LYON HOMES position as of Q4 2019 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 756 WILLIAM LYON HOMES shares in Q4 2019, an estimated $15K.
  • CAPTRUST Financial Advisors first reported a position in WILLIAM LYON HOMES in Q2 2018 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's WILLIAM LYON HOMES position peaked at $18K in Q2 2019.
  • 154 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2019.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.