FANJ
WLH

Financial Architects (New Jersey)’s WILLIAM LYON HOMES WLH Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-300
Closed -$5K – 1256
2019
Q2 		$5K Buy
+300
New +$5.41K ﹤0.01% 1020

Other funds holding WLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Architects (New Jersey)'s WLH Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of WILLIAM LYON HOMES (WLH) in Q3 2019, closing a stake of 300 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in WLH in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 154 funds tracked by Wall St. Rank hold WLH as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining WILLIAM LYON HOMES position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 300 WILLIAM LYON HOMES shares in Q3 2019, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in WILLIAM LYON HOMES in Q2 2019 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s WILLIAM LYON HOMES position peaked at $5K in Q2 2019.
  • 154 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.