LFA
WLH

Legacy Financial Advisors’s WILLIAM LYON HOMES WLH Stock Holding History

Legacy Financial 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
Q2 		– Sell
-500
Closed -$8K – 1070
2019
Q1 		$8K Hold
500
– – ﹤0.01% 681
2018
Q4 		$5K Hold
500
– – ﹤0.01% 761
2018
Q3 		$7K Hold
500
– – ﹤0.01% 632
2018
Q2 		$12K Hold
500
– – ﹤0.01% 485
2018
Q1 		$14K Buy
+500
New +$13.9K 0.01% 419

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Legacy Financial Advisors's WLH Position: Q2 2019 in Review

Legacy Financial Advisors sold out of WILLIAM LYON HOMES (WLH) in Q2 2019, closing a stake of 500 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in WLH in Q1 2018 and held it in 5 quarters. The position peaked at $14K in Q1 2018. 151 funds tracked by Wall St. Rank hold WLH as of Q2 2019.

  • Legacy Financial Advisors reported no remaining WILLIAM LYON HOMES position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 500 WILLIAM LYON HOMES shares in Q2 2019, an estimated $8K.
  • Legacy Financial Advisors first reported a position in WILLIAM LYON HOMES in Q1 2018 and held it in 5 quarters.
  • Legacy Financial Advisors's WILLIAM LYON HOMES position peaked at $14K in Q1 2018.
  • 151 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.