Creative Planning
WHG icon

Creative Planning’s Westwood Holdings Group WHG Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-500
Closed -$27K – 4856
2017
Q1 		$27K Buy
+500
New +$28.6K ﹤0.01% 2928
2016
Q2 		– Sell
-100
Closed -$6K – 4542
2016
Q1 		$6K Buy
+100
New +$5.04K ﹤0.01% 3515

Other funds holding WHG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Creative Planning's WHG Position: Q2 2017 in Review

Creative Planning sold out of Westwood Holdings Group (WHG) in Q2 2017, closing a stake of 500 shares — an estimated $27K sold.

Creative Planning first reported a position in WHG in Q1 2016 and held it in 2 quarters. The position peaked at $27K in Q1 2017. 83 funds tracked by Wall St. Rank hold WHG as of Q2 2017.

  • Creative Planning reported no remaining Westwood Holdings Group position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 500 Westwood Holdings Group shares in Q2 2017, an estimated $27K.
  • Creative Planning first reported a position in Westwood Holdings Group in Q1 2016 and held it in 2 quarters.
  • Creative Planning's Westwood Holdings Group position peaked at $27K in Q1 2017.
  • 83 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.