JIR
WLH

James Investment Research’s WILLIAM LYON HOMES WLH Stock Holding History

James Investment Research’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
-102,145
Closed -$2.37M – 892
2018
Q2 		$2.37M Buy
102,145
+70,902
+227% +$1.83M 0.09% 246
2018
Q1 		$859K Buy
31,243
+8
+0% +$223 0.03% 478
2017
Q4 		$908K Buy
+31,235
New +$845K 0.03% 478

Other funds holding WLH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $276B AUM 44.8% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

James Investment Research's WLH Position: Q3 2018 in Review

James Investment Research sold out of WILLIAM LYON HOMES (WLH) in Q3 2018, closing a stake of 102,145 shares — an estimated $2.37M sold.

James Investment Research first reported a position in WLH in Q4 2017 and held it in 3 quarters. The position peaked at $2.37M in Q2 2018. 129 funds tracked by Wall St. Rank hold WLH as of Q3 2018.

  • James Investment Research reported no remaining WILLIAM LYON HOMES position as of Q3 2018 after selling out during the quarter.
  • James Investment Research sold 102,145 WILLIAM LYON HOMES shares in Q3 2018, an estimated $2.37M.
  • James Investment Research first reported a position in WILLIAM LYON HOMES in Q4 2017 and held it in 3 quarters.
  • James Investment Research's WILLIAM LYON HOMES position peaked at $2.37M in Q2 2018.
  • 129 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q3 2018.

Based on James Investment Research's 13F filing for Q3 2018, filed 26 Oct 2018.