ATIA
WG

American Trust Investment Advisors’s Willbros Group WG Stock Holding History

American Trust Investment Advisors’s Portfolio WG Stock Details WG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-18,810
Closed -$118K – 78
2014
Q4 		$118K Buy
+18,810
New +$107K 0.13% 73

Other funds holding WG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RCM
Regiment Capital Management Boston, Massachusetts $51.5M AUM 38.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

American Trust Investment Advisors's WG Position: Q1 2015 in Review

American Trust Investment Advisors sold out of Willbros Group (WG) in Q1 2015, closing a stake of 18,810 shares — an estimated $118K sold.

American Trust Investment Advisors first reported a position in WG in Q4 2014 and held it in 1 quarter. The position peaked at $118K in Q4 2014. 105 funds tracked by Wall St. Rank hold WG as of Q1 2015.

  • American Trust Investment Advisors reported no remaining Willbros Group position as of Q1 2015 after selling out during the quarter.
  • American Trust Investment Advisors sold 18,810 Willbros Group shares in Q1 2015, an estimated $118K.
  • American Trust Investment Advisors first reported a position in Willbros Group in Q4 2014 and held it in 1 quarter.
  • American Trust Investment Advisors's Willbros Group position peaked at $118K in Q4 2014.
  • 105 funds tracked by Wall St. Rank held Willbros Group as of Q1 2015.

Based on American Trust Investment Advisors's 13F filing for Q1 2015, filed 12 May 2015.