Envestnet Asset Management’s WILLIAM LYON HOMES WLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,697
| Closed | -$493K | – | 3240 |
|
|
2019
Q4 | $493K | Sell |
24,697
-1,202
| -5% | -$24.6K | ﹤0.01% | 2465 |
|
|
2019
Q3 | $527K | Buy |
25,899
+1,808
| +8% | +$33.8K | ﹤0.01% | 2337 |
|
|
2019
Q2 | $439K | Buy |
24,091
+2,759
| +13% | +$49.7K | ﹤0.01% | 2469 |
|
|
2019
Q1 | $328K | Buy |
21,332
+5,479
| +35% | +$75.6K | ﹤0.01% | 2555 |
|
|
2018
Q4 | $169K | Buy |
+15,853
| New | +$203K | ﹤0.01% | 2731 |
|
|
2018
Q3 | – | Sell |
-2,042
| Closed | -$47K | – | 3176 |
|
|
2018
Q2 | $47K | Sell |
2,042
-66
| -3% | -$1.7K | ﹤0.01% | 2231 |
|
|
2018
Q1 | $58K | Buy |
2,108
+78
| +4% | +$2.17K | ﹤0.01% | 2110 |
|
|
2017
Q4 | $59K | Buy |
2,030
+452
| +29% | +$12.2K | ﹤0.01% | 2277 |
|
|
2017
Q3 | $36K | Buy |
1,578
+1
| +0.1% | +$23 | ﹤0.01% | 2369 |
|
|
2017
Q2 | $38K | Buy |
1,577
+5
| +0.3% | +$112 | ﹤0.01% | 2446 |
|
|
2017
Q1 | $32K | Sell |
1,572
-888
| -36% | -$16.6K | ﹤0.01% | 2565 |
|
|
2016
Q4 | $47K | Sell |
2,460
-1
| -0% | -$19 | ﹤0.01% | 2467 |
|
|
2016
Q3 | $46K | Sell |
2,461
-585
| -19% | -$9.94K | ﹤0.01% | 2628 |
|
|
2016
Q2 | $49K | Buy |
3,046
+48
| +2% | +$734 | ﹤0.01% | 2739 |
|
|
2016
Q1 | $43K | Buy |
2,998
+1,547
| +107% | +$18.3K | ﹤0.01% | 2777 |
|
|
2015
Q4 | $24K | Buy |
1,451
+11
| +0.8% | +$207 | ﹤0.01% | 2866 |
|
|
2015
Q3 | $30K | Buy |
+1,440
| New | +$34.2K | ﹤0.01% | 2837 |
|
Other funds holding WLH
Envestnet Asset Management's WLH Position: Q1 2020 in Review
Envestnet Asset Management sold out of WILLIAM LYON HOMES (WLH) in Q1 2020, closing a stake of 24,697 shares — an estimated $493K sold.
Envestnet Asset Management first reported a position in WLH in Q3 2015 and held it in 17 quarters. The position peaked at $527K in Q3 2019. 1 fund tracked by Wall St. Rank holds WLH as of Q1 2020.
- Envestnet Asset Management reported no remaining WILLIAM LYON HOMES position as of Q1 2020 after selling out during the quarter.
- Envestnet Asset Management sold 24,697 WILLIAM LYON HOMES shares in Q1 2020, an estimated $493K.
- Envestnet Asset Management first reported a position in WILLIAM LYON HOMES in Q3 2015 and held it in 17 quarters.
- Envestnet Asset Management's WILLIAM LYON HOMES position peaked at $527K in Q3 2019.
- 1 fund tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2020.
Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.