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Benjamin F. Edwards & Company’s Westwood Holdings Group WHG Stock Holding History

Benjamin F. Edwards & Company’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-575
Closed -$20K – 1984
2019
Q2 		$20K Buy
+575
New +$18.4K ﹤0.01% 1204

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Hotchkis & Wiley Capital Management
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Geode Capital Management
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Benjamin F. Edwards & Company's WHG Position: Q3 2019 in Review

Benjamin F. Edwards & Company sold out of Westwood Holdings Group (WHG) in Q3 2019, closing a stake of 575 shares — an estimated $20K sold.

Benjamin F. Edwards & Company first reported a position in WHG in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 84 funds tracked by Wall St. Rank hold WHG as of Q3 2019.

  • Benjamin F. Edwards & Company reported no remaining Westwood Holdings Group position as of Q3 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 575 Westwood Holdings Group shares in Q3 2019, an estimated $20K.
  • Benjamin F. Edwards & Company first reported a position in Westwood Holdings Group in Q2 2019 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Westwood Holdings Group position peaked at $20K in Q2 2019.
  • 84 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2019, filed 5 Nov 2019.