Phoenix Investment Adviser’s WILLIAM LYON HOMES WLH Stock Holding History

Phoenix Investment Adviser’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 Q4	–	Sell	-24,000	Closed	-$552K	–	73
2017 Q3	$552K	Buy	+24,000	New	+$558K	0.43%	30
2016 Q3	–	Sell	-78,000	Closed	-$1.26M	–	71
2016 Q2	$1.26M	Hold	78,000	–	–	1.16%	14
2016 Q1	$1.09K	Buy	+78,000	New	+$924K	0.1%	17
2015 Q2	–	Sell	-80,000	Closed	-$2.07M	–	45
2015 Q1	$2.07M	Buy	80,000 +9,000	+13%	+$194K	1.17%	13
2014 Q4	$1.44M	Buy	71,000 +6,000	+9%	+$127K	1.29%	16
2014 Q3	$1.44M	Buy	65,000 +15,000	+30%	+$391K	1.44%	12
2014 Q2	$1.52M	Buy	50,000 +6,000	+14%	+$161K	1.02%	13
2014 Q1	$1.22M	Sell	44,000 -3,000	-6%	-$79K	1.03%	19
2013 Q4	$1.04M	Buy	+47,000	New	+$1.02M	0.88%	15

Other funds holding WLH

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

FIM

Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Phoenix Investment Adviser's WLH Position: Q4 2017 in Review

Phoenix Investment Adviser sold out of WILLIAM LYON HOMES (WLH) in Q4 2017, closing a stake of 24,000 shares — an estimated $552K sold.

Phoenix Investment Adviser first reported a position in WLH in Q4 2013 and held it in 9 quarters. The position peaked at $2.07M in Q1 2015. 167 funds tracked by Wall St. Rank hold WLH as of Q4 2017.

Phoenix Investment Adviser reported no remaining WILLIAM LYON HOMES position as of Q4 2017 after selling out during the quarter.
Phoenix Investment Adviser sold 24,000 WILLIAM LYON HOMES shares in Q4 2017, an estimated $552K.
Phoenix Investment Adviser first reported a position in WILLIAM LYON HOMES in Q4 2013 and held it in 9 quarters.
Phoenix Investment Adviser's WILLIAM LYON HOMES position peaked at $2.07M in Q1 2015.
167 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2017.

Based on Phoenix Investment Adviser's 13F filing for Q4 2017, filed 19 Jan 2018.