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Ground Swell Capital’s Westwood Holdings Group WHG Stock Holding History

Ground Swell Capital’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
2014
Q3 		$15K Buy
272
+215
+377% +$12.4K 0.03% 710
2014
Q2 		$3K Buy
+57
New +$3.35K 0.01% 1349

Other funds holding WHG

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ground Swell Capital's WHG Position: Q3 2014 in Review

Ground Swell Capital increased its Westwood Holdings Group (WHG) stake by 377% in Q3 2014, buying an estimated $12.4K and bringing the position to 272 shares worth $15K. The position accounts for 0.03% of the portfolio, ranked #710.

Ground Swell Capital first reported a position in WHG in Q2 2014 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold WHG as of Q3 2014.

  • Ground Swell Capital held 272 shares of Westwood Holdings Group worth $15K as of Q3 2014.
  • Ground Swell Capital bought 215 Westwood Holdings Group shares in Q3 2014, an estimated $12.4K.
  • Westwood Holdings Group made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #710 holding.
  • Ground Swell Capital first reported a position in Westwood Holdings Group in Q2 2014 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.