TCI Wealth Advisors’s WILLIAM LYON HOMES WLH Stock Holding History

TCI Wealth 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
2019 Q3	–	Sell	-48	Closed	-$1K	–	1727
2019 Q2	$1K	Buy	+48	New	+$865	﹤0.01%	1395
2018 Q4	–	Sell	-98	Closed	-$2K	–	1809
2018 Q3	$2K	Hold	98	–	–	﹤0.01%	1138
2018 Q2	$2K	Hold	98	–	–	﹤0.01%	1217
2018 Q1	$3K	Hold	98	–	–	﹤0.01%	921
2017 Q4	$3K	Hold	98	–	–	﹤0.01%	974
2017 Q3	$2K	Hold	98	–	–	﹤0.01%	1043
2017 Q2	$2K	Hold	98	–	–	﹤0.01%	1070
2017 Q1	$2K	Buy	+98	New	+$1.83K	﹤0.01%	1022

Other funds holding WLH

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

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

TCI Wealth Advisors's WLH Position: Q3 2019 in Review

TCI Wealth Advisors sold out of WILLIAM LYON HOMES (WLH) in Q3 2019, closing a stake of 48 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in WLH in Q1 2017 and held it in 8 quarters. The position peaked at $3K in Q1 2018. 154 funds tracked by Wall St. Rank hold WLH as of Q3 2019.

TCI Wealth Advisors reported no remaining WILLIAM LYON HOMES position as of Q3 2019 after selling out during the quarter.
TCI Wealth Advisors sold 48 WILLIAM LYON HOMES shares in Q3 2019, an estimated $1K.
TCI Wealth Advisors first reported a position in WILLIAM LYON HOMES in Q1 2017 and held it in 8 quarters.
TCI Wealth Advisors's WILLIAM LYON HOMES position peaked at $3K in Q1 2018.
154 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q3 2019.

Based on TCI Wealth Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.