Cutler Group’s Westwood Holdings Group WHG Stock Holding History

Cutler Group’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 Q4	–	Sell	-321	Closed	-$21K	–	6066
2017 Q3	$21K	Buy	+321	New	+$19.2K	﹤0.01%	3110

Other funds holding WHG

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Cutler Group's WHG Position: Q4 2017 in Review

Cutler Group sold out of Westwood Holdings Group (WHG) in Q4 2017, closing a stake of 321 shares — an estimated $21K sold.

Cutler Group first reported a position in WHG in Q3 2017 and held it in 1 quarter. The position peaked at $21K in Q3 2017. 95 funds tracked by Wall St. Rank hold WHG as of Q4 2017.

Cutler Group reported no remaining Westwood Holdings Group position as of Q4 2017 after selling out during the quarter.
Cutler Group sold 321 Westwood Holdings Group shares in Q4 2017, an estimated $21K.
Cutler Group first reported a position in Westwood Holdings Group in Q3 2017 and held it in 1 quarter.
Cutler Group's Westwood Holdings Group position peaked at $21K in Q3 2017.
95 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2017.

Based on Cutler Group's 13F filing for Q4 2017, filed 17 Jan 2018.