FGAM
WLH

Financial Gravity Asset Management’s WILLIAM LYON HOMES WLH Stock Holding History

Financial Gravity Asset Management’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
Q3 		$1K Sell
48
-32
-40% -$666 ﹤0.01% 1351
2018
Q2 		$2K Sell
80
-30
-27% -$775 ﹤0.01% 1076
2018
Q1 		$3K Buy
+110
New +$3.06K ﹤0.01% 912

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

Financial Gravity Asset Management's WLH Position: Q3 2018 in Review

Financial Gravity Asset Management reduced its WILLIAM LYON HOMES (WLH) stake by 40% in Q3 2018, selling an estimated $666 and leaving 48 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Financial Gravity Asset Management first reported a position in WLH in Q1 2018 and has held it in 3 quarters since. The position peaked at $3K in Q1 2018. 129 funds tracked by Wall St. Rank hold WLH as of Q3 2018.

  • Financial Gravity Asset Management held 48 shares of WILLIAM LYON HOMES worth $1K as of Q3 2018.
  • Financial Gravity Asset Management sold 32 WILLIAM LYON HOMES shares in Q3 2018, an estimated $666.
  • WILLIAM LYON HOMES made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #1351 holding.
  • Financial Gravity Asset Management first reported a position in WILLIAM LYON HOMES in Q1 2018 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's WILLIAM LYON HOMES position peaked at $3K in Q1 2018.
  • 129 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.