ZIM
WLH

Zacks Investment Management’s WILLIAM LYON HOMES WLH Stock Holding History

Zacks Investment Management’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
2017
Q4 		– Sell
-33,730
Closed -$775K – 694
2017
Q3 		$775K Buy
33,730
+1,991
+6% +$46.3K 0.02% 415
2017
Q2 		$766K Buy
+31,739
New +$709K 0.02% 415
2014
Q2 		– Sell
-32,612
Closed -$900K – 850
2014
Q1 		$900K Buy
+32,612
New +$859K 0.03% 268

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Zacks Investment Management's WLH Position: Q4 2017 in Review

Zacks Investment Management sold out of WILLIAM LYON HOMES (WLH) in Q4 2017, closing a stake of 33,730 shares — an estimated $775K sold.

Zacks Investment Management first reported a position in WLH in Q1 2014 and held it in 3 quarters. The position peaked at $900K in Q1 2014. 167 funds tracked by Wall St. Rank hold WLH as of Q4 2017.

  • Zacks Investment Management reported no remaining WILLIAM LYON HOMES position as of Q4 2017 after selling out during the quarter.
  • Zacks Investment Management sold 33,730 WILLIAM LYON HOMES shares in Q4 2017, an estimated $775K.
  • Zacks Investment Management first reported a position in WILLIAM LYON HOMES in Q1 2014 and held it in 3 quarters.
  • Zacks Investment Management's WILLIAM LYON HOMES position peaked at $900K in Q1 2014.
  • 167 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2017.

Based on Zacks Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.