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Carroll Financial Associates’s LGI Homes LGIH Stock Holding History

Carroll Financial Associates’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,000
Closed -$54K – 809
2014
Q3 		$54K Buy
+3,000
New +$57.9K 0.02% 296

Other funds holding LGIH

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Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SH
Scepter Holdings Fort Worth, Texas $22.4M AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return

Carroll Financial Associates's LGIH Position: Q4 2014 in Review

Carroll Financial Associates sold out of LGI Homes (LGIH) in Q4 2014, closing a stake of 3,000 shares — an estimated $54K sold.

Carroll Financial Associates first reported a position in LGIH in Q3 2014 and held it in 1 quarter. The position peaked at $54K in Q3 2014. 76 funds tracked by Wall St. Rank hold LGIH as of Q4 2014.

  • Carroll Financial Associates reported no remaining LGI Homes position as of Q4 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 3,000 LGI Homes shares in Q4 2014, an estimated $54K.
  • Carroll Financial Associates first reported a position in LGI Homes in Q3 2014 and held it in 1 quarter.
  • Carroll Financial Associates's LGI Homes position peaked at $54K in Q3 2014.
  • 76 funds tracked by Wall St. Rank held LGI Homes as of Q4 2014.

Based on Carroll Financial Associates's 13F filing for Q4 2014, filed 9 Feb 2015.