WRF
WLH

Waddell & Reed Financial’s WILLIAM LYON HOMES WLH Stock Holding History

Waddell & Reed 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
2014
Q1 		– Sell
-90,000
Closed -$1.99M – 606
2013
Q4 		$1.99M Sell
90,000
-65,000
-42% -$1.41M ﹤0.01% 545
2013
Q3 		$3.15M Sell
155,000
-38,900
-20% -$860K 0.01% 515
2013
Q2 		$4.89M Buy
+193,900
New +$4.87M 0.01% 455

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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Waddell & Reed Financial's WLH Position: Q1 2014 in Review

Waddell & Reed Financial sold out of WILLIAM LYON HOMES (WLH) in Q1 2014, closing a stake of 90,000 shares — an estimated $1.99M sold.

Waddell & Reed Financial first reported a position in WLH in Q2 2013 and held it in 3 quarters. The position peaked at $4.89M in Q2 2013. 93 funds tracked by Wall St. Rank hold WLH as of Q1 2014.

  • Waddell & Reed Financial reported no remaining WILLIAM LYON HOMES position as of Q1 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 90,000 WILLIAM LYON HOMES shares in Q1 2014, an estimated $1.99M.
  • Waddell & Reed Financial first reported a position in WILLIAM LYON HOMES in Q2 2013 and held it in 3 quarters.
  • Waddell & Reed Financial's WILLIAM LYON HOMES position peaked at $4.89M in Q2 2013.
  • 93 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2014.

Based on Waddell & Reed Financial's 13F filing for Q1 2014, filed 15 May 2014.