JG
WLH

Jefferies Group’s WILLIAM LYON HOMES WLH Stock Holding History

Jefferies Group’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
-11,142
Closed -$119K – 2878
2018
Q4 		$119K Buy
11,142
+880
+9% +$11.2K ﹤0.01% 1941
2018
Q3 		$163K Buy
+10,262
New +$213K ﹤0.01% 2144
2015
Q3 		– Sell
-91
Closed -$2K – 3764
2015
Q2 		$2K Buy
+91
New +$2.14K ﹤0.01% 3183

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

Jefferies Group's WLH Position: Q1 2019 in Review

Jefferies Group sold out of WILLIAM LYON HOMES (WLH) in Q1 2019, closing a stake of 11,142 shares — an estimated $119K sold.

Jefferies Group first reported a position in WLH in Q2 2015 and held it in 3 quarters. The position peaked at $163K in Q3 2018. 141 funds tracked by Wall St. Rank hold WLH as of Q1 2019.

  • Jefferies Group reported no remaining WILLIAM LYON HOMES position as of Q1 2019 after selling out during the quarter.
  • Jefferies Group sold 11,142 WILLIAM LYON HOMES shares in Q1 2019, an estimated $119K.
  • Jefferies Group first reported a position in WILLIAM LYON HOMES in Q2 2015 and held it in 3 quarters.
  • Jefferies Group's WILLIAM LYON HOMES position peaked at $163K in Q3 2018.
  • 141 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2019.

Based on Jefferies Group's 13F filing for Q1 2019, filed 15 May 2019.