IA
WLH

IFP Advisors’s WILLIAM LYON HOMES WLH Stock Holding History

IFP 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
2019
Q4 		– Sell
-268
Closed -$5.48K – 3348
2019
Q3 		$5K Buy
+268
New +$5.01K ﹤0.01% 2379
2018
Q3 		– Sell
-550
Closed -$13K – 4195
2018
Q2 		$13K Buy
550
+200
+57% +$5.17K ﹤0.01% 2771
2018
Q1 		$10K Hold
350
– – ﹤0.01% 2821
2017
Q4 		$10K Buy
+350
New +$9.47K ﹤0.01% 2866

Other funds holding WLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's WLH Position: Q4 2019 in Review

IFP Advisors sold out of WILLIAM LYON HOMES (WLH) in Q4 2019, closing a stake of 268 shares — an estimated $5.48K sold.

IFP Advisors first reported a position in WLH in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q2 2018. 154 funds tracked by Wall St. Rank hold WLH as of Q4 2019.

  • IFP Advisors reported no remaining WILLIAM LYON HOMES position as of Q4 2019 after selling out during the quarter.
  • IFP Advisors sold 268 WILLIAM LYON HOMES shares in Q4 2019, an estimated $5.48K.
  • IFP Advisors first reported a position in WILLIAM LYON HOMES in Q4 2017 and held it in 4 quarters.
  • IFP Advisors's WILLIAM LYON HOMES position peaked at $13K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.