IA
WLH

IndexIQ Advisors’s WILLIAM LYON HOMES WLH Stock Holding History

IndexIQ 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
Q1 		– Sell
-76,455
Closed -$817K – 742
2018
Q4 		$817K Sell
76,455
-6,239
-8% -$79.7K 0.02% 442
2018
Q3 		$1.31M Buy
82,694
+3,124
+4% +$65K 0.04% 416
2018
Q2 		$1.85M Buy
79,570
+6,360
+9% +$164K 0.06% 394
2018
Q1 		$2.01M Buy
+73,210
New +$2.04M 0.06% 285

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

IndexIQ Advisors's WLH Position: Q1 2019 in Review

IndexIQ Advisors sold out of WILLIAM LYON HOMES (WLH) in Q1 2019, closing a stake of 76,455 shares — an estimated $817K sold.

IndexIQ Advisors first reported a position in WLH in Q1 2018 and held it in 4 quarters. The position peaked at $2.01M in Q1 2018. 141 funds tracked by Wall St. Rank hold WLH as of Q1 2019.

  • IndexIQ Advisors reported no remaining WILLIAM LYON HOMES position as of Q1 2019 after selling out during the quarter.
  • IndexIQ Advisors sold 76,455 WILLIAM LYON HOMES shares in Q1 2019, an estimated $817K.
  • IndexIQ Advisors first reported a position in WILLIAM LYON HOMES in Q1 2018 and held it in 4 quarters.
  • IndexIQ Advisors's WILLIAM LYON HOMES position peaked at $2.01M in Q1 2018.
  • 141 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2019.

Based on IndexIQ Advisors's 13F filing for Q1 2019, filed 6 May 2019.