FIM
WLH

Foresters Investment Management’s WILLIAM LYON HOMES WLH Stock Holding History

Foresters Investment 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
Q4 		– Sell
-617,800
Closed -$9.82M – 387
2018
Q3 		$9.82M Sell
617,800
-20,700
-3% -$430K 0.16% 193
2018
Q2 		$14.8M Sell
638,500
-154,100
-19% -$3.98M 0.25% 139
2018
Q1 		$21.8M Buy
792,600
+3,800
+0.5% +$106K 0.36% 100
2017
Q4 		$22.9M Buy
788,800
+3,400
+0.4% +$92K 0.36% 101
2017
Q3 		$18.1M Buy
785,400
+4,600
+0.6% +$107K 0.29% 129
2017
Q2 		$18.8M Buy
780,800
+13,600
+2% +$304K 0.32% 120
2017
Q1 		$15.8M Buy
767,200
+3,100
+0.4% +$57.9K 0.28% 137
2016
Q4 		$15.3M Buy
764,100
+4,200
+0.6% +$79.6K 0.27% 136
2016
Q3 		$14.1M Buy
759,900
+2,700
+0.4% +$45.9K 0.26% 131
2016
Q2 		$12.2M Buy
757,200
+27,700
+4% +$424K 0.24% 135
2016
Q1 		$10.6M Buy
729,500
+102,700
+16% +$1.22M 0.21% 143
2015
Q4 		$10.3M Sell
626,800
-52,200
-8% -$982K 0.21% 146
2015
Q3 		$14M Buy
679,000
+4,000
+0.6% +$95.1K 0.3% 122
2015
Q2 		$17.3M Buy
675,000
+17,700
+3% +$417K 0.33% 118
2015
Q1 		$17M Buy
657,300
+61,950
+10% +$1.34M 0.33% 116
2014
Q4 		$12.1M Buy
595,350
+51,500
+9% +$1.09M 0.24% 139
2014
Q3 		$12M Buy
543,850
+62,525
+13% +$1.63M 0.25% 138
2014
Q2 		$14.7M Buy
481,325
+181,575
+61% +$4.88M 0.3% 125
2014
Q1 		$8.28M Buy
+299,750
New +$7.89M 0.18% 166

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

Foresters Investment Management's WLH Position: Q4 2018 in Review

Foresters Investment Management sold out of WILLIAM LYON HOMES (WLH) in Q4 2018, closing a stake of 617,800 shares — an estimated $9.82M sold.

Foresters Investment Management first reported a position in WLH in Q1 2014 and held it in 19 quarters. The position peaked at $22.9M in Q4 2017. 140 funds tracked by Wall St. Rank hold WLH as of Q4 2018.

  • Foresters Investment Management reported no remaining WILLIAM LYON HOMES position as of Q4 2018 after selling out during the quarter.
  • Foresters Investment Management sold 617,800 WILLIAM LYON HOMES shares in Q4 2018, an estimated $9.82M.
  • Foresters Investment Management first reported a position in WILLIAM LYON HOMES in Q1 2014 and held it in 19 quarters.
  • Foresters Investment Management's WILLIAM LYON HOMES position peaked at $22.9M in Q4 2017.
  • 140 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2018.

Based on Foresters Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.