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WESPAC Advisors SoCal’s Lennar Class A LEN Stock Holding History

WESPAC Advisors SoCal’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-257
Closed -$11.8K – 296
2016
Q1 		$11.8K Buy
+257
New +$10.5K 0.01% 191

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

WESPAC Advisors SoCal's LEN Position: Q2 2016 in Review

WESPAC Advisors SoCal sold out of Lennar Class A (LEN) in Q2 2016, closing a stake of 257 shares — an estimated $11.8K sold.

WESPAC Advisors SoCal first reported a position in LEN in Q1 2016 and held it in 1 quarter. The position peaked at $11.8K in Q1 2016. 480 funds tracked by Wall St. Rank hold LEN as of Q2 2016.

  • WESPAC Advisors SoCal reported no remaining Lennar Class A position as of Q2 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 257 Lennar Class A shares in Q2 2016, an estimated $11.8K.
  • WESPAC Advisors SoCal first reported a position in Lennar Class A in Q1 2016 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Lennar Class A position peaked at $11.8K in Q1 2016.
  • 480 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2016, filed 12 Aug 2016.