SWP
WLH

Stratos Wealth Partners’s WILLIAM LYON HOMES WLH Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-3,100
Closed -$49K – 3065
2018
Q3 		$49K Buy
+3,100
New +$64.5K ﹤0.01% 1472
2018
Q2 		– Sell
-1,500
Closed -$41K – 3175
2018
Q1 		$41K Hold
1,500
– – ﹤0.01% 1686
2017
Q4 		$44K Buy
+1,500
New +$40.6K ﹤0.01% 1584

Other funds holding WLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Stratos Wealth Partners's WLH Position: Q4 2018 in Review

Stratos Wealth Partners sold out of WILLIAM LYON HOMES (WLH) in Q4 2018, closing a stake of 3,100 shares — an estimated $49K sold.

Stratos Wealth Partners first reported a position in WLH in Q4 2017 and held it in 3 quarters. The position peaked at $49K in Q3 2018. 140 funds tracked by Wall St. Rank hold WLH as of Q4 2018.

  • Stratos Wealth Partners reported no remaining WILLIAM LYON HOMES position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,100 WILLIAM LYON HOMES shares in Q4 2018, an estimated $49K.
  • Stratos Wealth Partners first reported a position in WILLIAM LYON HOMES in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's WILLIAM LYON HOMES position peaked at $49K in Q3 2018.
  • 140 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.