LWCFA
WLH

Loring Wolcott & Coolidge Fiduciary Advisors’s WILLIAM LYON HOMES WLH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2018
Q1 		– Sell
-46
Closed -$1K – 820
2017
Q4 		$1K Hold
46
– – ﹤0.01% 734
2017
Q3 		$1K Buy
+46
New +$1.07K ﹤0.01% 778

Other funds holding WLH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WLH Position: Q1 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WILLIAM LYON HOMES (WLH) in Q1 2018, closing a stake of 46 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WLH in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 171 funds tracked by Wall St. Rank hold WLH as of Q1 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WILLIAM LYON HOMES position as of Q1 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 46 WILLIAM LYON HOMES shares in Q1 2018, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WILLIAM LYON HOMES in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's WILLIAM LYON HOMES position peaked at $1K in Q4 2017.
  • 171 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.