Creative Planning’s WILLIAM LYON HOMES WLH Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-410	Closed	-$10K	–	4666
2017 Q2	$10K	Hold	410	–	–	﹤0.01%	3664
2017 Q1	$8K	Hold	410	–	–	﹤0.01%	3771
2016 Q4	$8K	Hold	410	–	–	﹤0.01%	3734
2016 Q3	$8K	Sell	410 -136	-25%	-$2.31K	﹤0.01%	3694
2016 Q2	$9K	Hold	546	–	–	﹤0.01%	3362
2016 Q1	$8K	Sell	546 -2,639	-83%	-$31.2K	﹤0.01%	3381
2015 Q4	$53K	Hold	3,185	–	–	﹤0.01%	2078
2015 Q3	$66K	Buy	+3,185	New	+$75.7K	﹤0.01%	1851
2015 Q2	–	Sell	-897	Closed	-$23K	–	4182
2015 Q1	$23K	Hold	897	–	–	﹤0.01%	2633
2014 Q4	$18K	Hold	897	–	–	﹤0.01%	2755
2014 Q3	$20K	Hold	897	–	–	﹤0.01%	2562
2014 Q2	$27K	Hold	897	–	–	﹤0.01%	2320
2014 Q1	$25K	Hold	897	–	–	﹤0.01%	2259
2013 Q4	$20K	Hold	897	–	–	﹤0.01%	2204
2013 Q3	$18K	Hold	897	–	–	﹤0.01%	2178
2013 Q2	$23K	Buy	+897	New	+$22.5K	﹤0.01%	1861

Other funds holding WLH

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tiptree Advisors New York $172M AUM 86.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Creative Planning's WLH Position: Q3 2017 in Review

Creative Planning sold out of WILLIAM LYON HOMES (WLH) in Q3 2017, closing a stake of 410 shares — an estimated $10K sold.

Creative Planning first reported a position in WLH in Q2 2013 and held it in 16 quarters. The position peaked at $66K in Q3 2015. 143 funds tracked by Wall St. Rank hold WLH as of Q3 2017.

Creative Planning reported no remaining WILLIAM LYON HOMES position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 410 WILLIAM LYON HOMES shares in Q3 2017, an estimated $10K.
Creative Planning first reported a position in WILLIAM LYON HOMES in Q2 2013 and held it in 16 quarters.
Creative Planning's WILLIAM LYON HOMES position peaked at $66K in Q3 2015.
143 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.