Fidelity Investments
WLH

Fidelity Investments’s WILLIAM LYON HOMES WLH Stock Holding History

Fidelity Investments’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
-470
Closed -$7K – 4519
2018
Q3 		$7K Buy
+470
New +$9.78K ﹤0.01% 3204
2018
Q1 		– Sell
-590,574
Closed -$17.2M – 2803
2017
Q4 		$17.2M Buy
+590,574
New +$16M ﹤0.01% 1777
2016
Q3 		– Sell
-404,811
Closed -$6.53M – 2781
2016
Q2 		$6.53M Sell
404,811
-281,500
-41% -$4.31M ﹤0.01% 2122
2016
Q1 		$9.95M Sell
686,311
-75,800
-10% -$897K ﹤0.01% 1968
2015
Q4 		$12.6M Buy
762,111
+316,504
+71% +$5.95M ﹤0.01% 1896
2015
Q3 		$9.18M Buy
445,607
+81,386
+22% +$1.94M ﹤0.01% 1984
2015
Q2 		$9.35M Buy
364,221
+16,840
+5% +$396K ﹤0.01% 2036
2015
Q1 		$8.97M Buy
347,381
+108,034
+45% +$2.33M ﹤0.01% 2038
2014
Q4 		$4.85M Buy
239,347
+165,443
+224% +$3.51M ﹤0.01% 2242
2014
Q3 		$1.63M Buy
+73,904
New +$1.93M ﹤0.01% 2461

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

Fidelity Investments's WLH Position: Q4 2018 in Review

Fidelity Investments sold out of WILLIAM LYON HOMES (WLH) in Q4 2018, closing a stake of 470 shares — an estimated $7K sold.

Fidelity Investments first reported a position in WLH in Q3 2014 and held it in 10 quarters. The position peaked at $17.2M in Q4 2017. 140 funds tracked by Wall St. Rank hold WLH as of Q4 2018.

  • Fidelity Investments reported no remaining WILLIAM LYON HOMES position as of Q4 2018 after selling out during the quarter.
  • Fidelity Investments sold 470 WILLIAM LYON HOMES shares in Q4 2018, an estimated $7K.
  • Fidelity Investments first reported a position in WILLIAM LYON HOMES in Q3 2014 and held it in 10 quarters.
  • Fidelity Investments's WILLIAM LYON HOMES position peaked at $17.2M in Q4 2017.
  • 140 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2018.

Based on Fidelity Investments's 13F filing for Q4 2018, filed 13 Feb 2019.