Stifel Financial
WLH

Stifel Financial’s WILLIAM LYON HOMES WLH Stock Holding History

Stifel Financial’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
2015
Q2 		– Sell
-8,441
Closed -$218K – 2503
2015
Q1 		$218K Sell
8,441
-1,942
-19% -$41.9K ﹤0.01% 2070
2014
Q4 		$210K Buy
+10,383
New +$221K ﹤0.01% 2071
2014
Q3 		– Sell
-8,224
Closed -$250K – 2428
2014
Q2 		$250K Sell
8,224
-3,032
-27% -$81.5K ﹤0.01% 1881
2014
Q1 		$311K Buy
+11,256
New +$296K ﹤0.01% 1700

Other funds holding WLH

LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Stifel Financial's WLH Position: Q2 2015 in Review

Stifel Financial sold out of WILLIAM LYON HOMES (WLH) in Q2 2015, closing a stake of 8,441 shares — an estimated $218K sold.

Stifel Financial first reported a position in WLH in Q1 2014 and held it in 4 quarters. The position peaked at $311K in Q1 2014. 97 funds tracked by Wall St. Rank hold WLH as of Q2 2015.

  • Stifel Financial reported no remaining WILLIAM LYON HOMES position as of Q2 2015 after selling out during the quarter.
  • Stifel Financial sold 8,441 WILLIAM LYON HOMES shares in Q2 2015, an estimated $218K.
  • Stifel Financial first reported a position in WILLIAM LYON HOMES in Q1 2014 and held it in 4 quarters.
  • Stifel Financial's WILLIAM LYON HOMES position peaked at $311K in Q1 2014.
  • 97 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q2 2015.

Based on Stifel Financial's 13F filing for Q2 2015, filed 17 Aug 2015.