WFG Advisors’s Lennar Class A LEN Stock Holding History

WFG Advisors’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
2017 Q2	$4K	Buy	+77	New	+$3.79K	﹤0.01%	1333
2017 Q1	–	Sell	-79	Closed	-$3K	–	1590
2016 Q4	$3K	Buy	+79	New	+$3.2K	﹤0.01%	1359
2016 Q2	–	Sell	-4	Closed	–	–	1636
2016 Q1	$0	Buy	+4	New	+$164	﹤0.01%	1611
2015 Q3	–	Sell	-380	Closed	-$18K	–	1670
2015 Q2	$18K	Hold	380	–	–	0.01%	1008
2015 Q1	$19K	Sell	380 -128	-25%	-$5.83K	0.01%	1007
2014 Q4	$22K	Buy	508 +42	+9%	+$1.74K	﹤0.01%	1184
2014 Q3	$17K	Hold	466	–	–	﹤0.01%	1335
2014 Q2	$19K	Sell	466 -13	-3%	-$493	﹤0.01%	1298
2014 Q1	$18K	Buy	479 +45	+10%	+$1.72K	﹤0.01%	1287
2013 Q4	$16K	Hold	434	–	–	﹤0.01%	1424
2013 Q3	$15K	Hold	434	–	–	﹤0.01%	1374
2013 Q2	$15K	Buy	+434	New	+$16.5K	﹤0.01%	1317

Other funds holding LEN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

WFG Advisors's LEN Position: Q2 2017 in Review

WFG Advisors opened a new position in Lennar Class A (LEN) in Q2 2017: 77 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings. This is a return to the name: WFG Advisors previously reported a position in LEN as recently as Q4 2016.

WFG Advisors first reported a position in LEN in Q2 2013 and has held it in 12 quarters since. The position peaked at $22K in Q4 2014. 499 funds tracked by Wall St. Rank hold LEN as of Q2 2017.

WFG Advisors held 77 shares of Lennar Class A worth $4K as of Q2 2017.
Lennar Class A was a new WFG Advisors position in Q2 2017.
Lennar Class A made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1333 holding.
WFG Advisors first reported a position in Lennar Class A in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's Lennar Class A position peaked at $22K in Q4 2014.
499 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.