Wellington Management Group
WLH

Wellington Management Group’s WILLIAM LYON HOMES WLH Stock Holding History

Wellington Management Group’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
Q3 		– Sell
-19,998
Closed -$464K – 2410
2018
Q2 		$464K Sell
19,998
-439
-2% -$11.3K ﹤0.01% 2058
2018
Q1 		$562K Buy
+20,437
New +$569K ﹤0.01% 1997
2016
Q2 		– Sell
-49,067
Closed -$711K – 2279
2016
Q1 		$711K Sell
49,067
-87,512
-64% -$1.04M ﹤0.01% 1890
2015
Q4 		$2.25M Sell
136,579
-4,221
-3% -$79.4K ﹤0.01% 1595
2015
Q3 		$2.9M Sell
140,800
-19,299
-12% -$459K ﹤0.01% 1519
2015
Q2 		$4.11M Sell
160,099
-10,532
-6% -$248K ﹤0.01% 1456
2015
Q1 		$4.41M Buy
170,631
+33,631
+25% +$726K ﹤0.01% 1488
2014
Q4 		$2.78M Buy
+137,000
New +$2.91M ﹤0.01% 1602
2014
Q3 		– Sell
-41,877
Closed -$1.27M – 2332
2014
Q2 		$1.27M Buy
41,877
+1,175
+3% +$31.6K ﹤0.01% 1768
2014
Q1 		$1.12M Sell
40,702
-298,589
-88% -$7.86M ﹤0.01% 1811
2013
Q4 		$7.51M Buy
+339,291
New +$7.37M ﹤0.01% 1339

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

Wellington Management Group's WLH Position: Q3 2018 in Review

Wellington Management Group sold out of WILLIAM LYON HOMES (WLH) in Q3 2018, closing a stake of 19,998 shares — an estimated $464K sold.

Wellington Management Group first reported a position in WLH in Q4 2013 and held it in 11 quarters. The position peaked at $7.51M in Q4 2013. 129 funds tracked by Wall St. Rank hold WLH as of Q3 2018.

  • Wellington Management Group reported no remaining WILLIAM LYON HOMES position as of Q3 2018 after selling out during the quarter.
  • Wellington Management Group sold 19,998 WILLIAM LYON HOMES shares in Q3 2018, an estimated $464K.
  • Wellington Management Group first reported a position in WILLIAM LYON HOMES in Q4 2013 and held it in 11 quarters.
  • Wellington Management Group's WILLIAM LYON HOMES position peaked at $7.51M in Q4 2013.
  • 129 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q3 2018.

Based on Wellington Management Group's 13F filing for Q3 2018, filed 14 Nov 2018.