Next Financial Group’s WILLIAM LYON HOMES WLH Stock Holding History

Next Financial 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
2017 Q1	–	Sell	-465	Closed	-$9K	–	2544
2016 Q4	$9K	Hold	465	–	–	﹤0.01%	1719
2016 Q3	$9K	Buy	+465	New	+$7.9K	﹤0.01%	1729

Other funds holding WLH

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tiptree Advisors New York $172M AUM 86.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's WLH Position: Q1 2017 in Review

Next Financial Group sold out of WILLIAM LYON HOMES (WLH) in Q1 2017, closing a stake of 465 shares — an estimated $9K sold.

Next Financial Group first reported a position in WLH in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 117 funds tracked by Wall St. Rank hold WLH as of Q1 2017.

Next Financial Group reported no remaining WILLIAM LYON HOMES position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 465 WILLIAM LYON HOMES shares in Q1 2017, an estimated $9K.
Next Financial Group first reported a position in WILLIAM LYON HOMES in Q3 2016 and held it in 2 quarters.
Next Financial Group's WILLIAM LYON HOMES position peaked at $9K in Q4 2016.
117 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.