FGC
WLH

Financial Gravity Companies’s WILLIAM LYON HOMES WLH Stock Holding History

Financial Gravity Companies’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 		$1K Buy
+51
New +$652 ﹤0.01% 1339
2018
Q1 		$3K Buy
110
+91
+479% +$2.53K ﹤0.01% 912
2017
Q4 		$1K Buy
+19
New +$514 ﹤0.01% 1329

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

Financial Gravity Companies's WLH Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in WILLIAM LYON HOMES (WLH) in Q4 2018: 51 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WLH as recently as Q1 2018.

Financial Gravity Companies first reported a position in WLH in Q4 2017 and has held it in 3 quarters since. The position peaked at $3K in Q1 2018. 140 funds tracked by Wall St. Rank hold WLH as of Q4 2018.

  • Financial Gravity Companies held 51 shares of WILLIAM LYON HOMES worth $1K as of Q4 2018.
  • WILLIAM LYON HOMES was a new Financial Gravity Companies position in Q4 2018.
  • WILLIAM LYON HOMES made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1339 holding.
  • Financial Gravity Companies first reported a position in WILLIAM LYON HOMES in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's WILLIAM LYON HOMES position peaked at $3K in Q1 2018.
  • 140 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.