LTFS
WLH

Ladenburg Thalmann Financial Services’s WILLIAM LYON HOMES WLH Stock Holding History

Ladenburg Thalmann Financial Services’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 		$25K Sell
1,298
-1,692
-57% -$34.6K ﹤0.01% 4029
2019
Q3 		$61K Sell
2,990
-1,367
-31% -$25.6K ﹤0.01% 3304
2019
Q2 		$81K Buy
4,357
+221
+5% +$3.98K ﹤0.01% 3128
2019
Q1 		$64K Buy
4,136
+3,700
+849% +$51K ﹤0.01% 3238
2018
Q4 		$5K Sell
436
-199
-31% -$2.54K ﹤0.01% 4653
2018
Q3 		$10K Sell
635
-23
-3% -$478 ﹤0.01% 4322
2018
Q2 		$18K Hold
658
– – ﹤0.01% 3910
2018
Q1 		$18K Buy
658
+342
+108% +$9.52K ﹤0.01% 3910
2017
Q4 		$9K Sell
316
-27
-8% -$731 ﹤0.01% 4286
2017
Q3 		$8K Hold
343
– – ﹤0.01% 4218
2017
Q2 		$8K Hold
343
– – ﹤0.01% 4173
2017
Q1 		$7K Buy
343
+40
+13% +$747 ﹤0.01% 4208
2016
Q4 		$6K Buy
303
+48
+19% +$910 ﹤0.01% 4195
2016
Q3 		$5K Sell
255
-63
-20% -$1.07K ﹤0.01% 4231
2016
Q2 		$5K Sell
318
-10
-3% -$153 ﹤0.01% 4186
2016
Q1 		$5K Buy
328
+133
+68% +$1.57K ﹤0.01% 4129
2015
Q4 		$3K Hold
195
– – ﹤0.01% 4317
2015
Q3 		$4K Hold
195
– – ﹤0.01% 4108
2015
Q2 		$5K Hold
195
– – ﹤0.01% 4104
2015
Q1 		$5K Hold
195
– – ﹤0.01% 4040
2014
Q4 		$4K Hold
195
– – ﹤0.01% 3886
2014
Q3 		$4K Buy
+195
New +$5.09K ﹤0.01% 3543
2013
Q4 		– Sell
-2,042
Closed -$41K – 4058
2013
Q3 		$41K Sell
2,042
-1,800
-47% -$39.8K ﹤0.01% 1958
2013
Q2 		$97K Buy
+3,842
New +$96.5K ﹤0.01% 1335

Other funds holding WLH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ladenburg Thalmann Financial Services's WLH Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its WILLIAM LYON HOMES (WLH) stake by 57% in Q4 2019, selling an estimated $34.6K and leaving 1,298 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #4029.

Ladenburg Thalmann Financial Services first reported a position in WLH in Q2 2013 and has held it in 24 quarters since. The position peaked at $97K in Q2 2013. 154 funds tracked by Wall St. Rank hold WLH as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,298 shares of WILLIAM LYON HOMES worth $25K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,692 WILLIAM LYON HOMES shares in Q4 2019, an estimated $34.6K.
  • WILLIAM LYON HOMES made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4029 holding.
  • Ladenburg Thalmann Financial Services first reported a position in WILLIAM LYON HOMES in Q2 2013 and has held it in 24 quarters since.
  • Ladenburg Thalmann Financial Services's WILLIAM LYON HOMES position peaked at $97K in Q2 2013.
  • 154 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.