First Trust Advisors
WLH

First Trust Advisors’s WILLIAM LYON HOMES WLH Stock Holding History

First Trust Advisors’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 		– Sell
-56,804
Closed -$1.32M – 2613
2018
Q2 		$1.32M Buy
56,804
+29,042
+105% +$750K ﹤0.01% 1820
2018
Q1 		$763K Buy
27,762
+2,644
+11% +$73.6K ﹤0.01% 1894
2017
Q4 		$730K Buy
25,118
+6,340
+34% +$172K ﹤0.01% 1968
2017
Q3 		$432K Sell
18,778
-327
-2% -$7.61K ﹤0.01% 2136
2017
Q2 		$461K Sell
19,105
-189
-1% -$4.22K ﹤0.01% 2096
2017
Q1 		$398K Sell
19,294
-7,205
-27% -$135K ﹤0.01% 2149
2016
Q4 		$504K Buy
26,499
+13,776
+108% +$261K ﹤0.01% 2126
2016
Q3 		$236K Buy
+12,723
New +$216K ﹤0.01% 2196

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

First Trust Advisors's WLH Position: Q3 2018 in Review

First Trust Advisors sold out of WILLIAM LYON HOMES (WLH) in Q3 2018, closing a stake of 56,804 shares — an estimated $1.32M sold.

First Trust Advisors first reported a position in WLH in Q3 2016 and held it in 8 quarters. The position peaked at $1.32M in Q2 2018. 129 funds tracked by Wall St. Rank hold WLH as of Q3 2018.

  • First Trust Advisors reported no remaining WILLIAM LYON HOMES position as of Q3 2018 after selling out during the quarter.
  • First Trust Advisors sold 56,804 WILLIAM LYON HOMES shares in Q3 2018, an estimated $1.32M.
  • First Trust Advisors first reported a position in WILLIAM LYON HOMES in Q3 2016 and held it in 8 quarters.
  • First Trust Advisors's WILLIAM LYON HOMES position peaked at $1.32M in Q2 2018.
  • 129 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q3 2018.

Based on First Trust Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.