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Transaction Details

Company: LGI Homes
Yahoo Beta:0.00
Industry:Real estate development

Company Description:  LGIH engages in the design, construction, marketing, and sale of new homes in Texas, Arizona, Florida, Georgia, New Mexico, South Carolina, North Carolina, Colorado, Washington, and Tennessee markets.

Purchase Date:23 Mar 2016 Sale Date:31 Aug 2020
Purchase Price:$23.60 Sale Price:$109.73
  --Split Adjusted:$23.60  --Split Adjusted:$109.73
Shares Purchased:250 Shares Sold:40
  --Split Adjusted:250  --Split Adjusted:40
Transaction Fee:$135.71 Transaction Fee:$110.54
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$24.59 High$0.00
Date30 Dec 2015 Date01 Jan 1996
Low$19.49 Low$0.00
Date11 Feb 2016 Date01 Jan 1996
S&P (Purchase Date):$2,104.42 S&P (Sale Date):$3,502.30

Timing:  We bought near the six month high.
Reason:  LGIH is growing rapidly. We believe this is sustainable and that fears about the Texas housing market are overblown and the company will continue to grow.

Timing:  x
Reason:  LGI Homes has appreciated substantially since we made our investment and now represents almost a quarter of our portfolio. We need to sell some of our positions prior to D. A. Davidson's annual portfolio reset. We voted to trim our trim our position.

S&P Gain: 66.43 % Annualized Gain: 12.41%
Stock Gain: 364.96 % Annualized Gain: 42.3%

Net Holding Return ($): $3,198.95
Net Holding Return (%): 296.28 %