WA
WLH

WealthTrust-Arizona’s WILLIAM LYON HOMES WLH Stock Holding History

WealthTrust-Arizona’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 		$3K Hold
310
– – ﹤0.01% 550
2018
Q3 		$5K Hold
310
– – ﹤0.01% 518
2018
Q2 		$7K Hold
310
– – ﹤0.01% 478
2018
Q1 		$9K Hold
310
– – ﹤0.01% 426
2017
Q4 		$9K Hold
310
– – ﹤0.01% 430
2017
Q3 		$7K Hold
310
– – ﹤0.01% 469
2017
Q2 		$7K Hold
310
– – ﹤0.01% 455
2017
Q1 		$6K Hold
310
– – ﹤0.01% 463
2016
Q4 		$6K Hold
310
– – ﹤0.01% 467
2016
Q3 		$6K Hold
310
– – ﹤0.01% 467
2016
Q2 		$5K Hold
310
– – ﹤0.01% 475
2016
Q1 		$4K Buy
310
+100
+48% +$1.18K ﹤0.01% 498
2015
Q4 		$3K Buy
210
+100
+91% +$1.88K ﹤0.01% 552
2015
Q3 		$2K Sell
110
-90
-45% -$2.14K ﹤0.01% 554
2015
Q2 		$5K Hold
200
– – ﹤0.01% 509
2015
Q1 		$5K Sell
200
-400
-67% -$8.64K ﹤0.01% 519
2014
Q4 		$12K Buy
+600
New +$12.7K 0.01% 379

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

WealthTrust-Arizona's WLH Position: Q4 2018 in Review

WealthTrust-Arizona held its WILLIAM LYON HOMES (WLH) position steady in Q4 2018 at 310 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

WealthTrust-Arizona first reported a position in WLH in Q4 2014 and has held it in 17 quarters since. The position peaked at $12K in Q4 2014. 140 funds tracked by Wall St. Rank hold WLH as of Q4 2018.

  • WealthTrust-Arizona held 310 shares of WILLIAM LYON HOMES worth $3K as of Q4 2018.
  • WealthTrust-Arizona left its WILLIAM LYON HOMES share count unchanged in Q4 2018.
  • WILLIAM LYON HOMES made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #550 holding.
  • WealthTrust-Arizona first reported a position in WILLIAM LYON HOMES in Q4 2014 and has held it in 17 quarters since.
  • WealthTrust-Arizona's WILLIAM LYON HOMES position peaked at $12K in Q4 2014.
  • 140 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.