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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return