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IHT Wealth Management’s Westwood Holdings Group WHG Stock Holding History

IHT Wealth Management’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
-185
Closed -$10K – 1473
2017
Q1 		$10K Buy
185
+2
+1% +$114 0.01% 855
2016
Q4 		$11K Buy
+183
New +$10.4K 0.01% 781

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

IHT Wealth Management's WHG Position: Q2 2017 in Review

IHT Wealth Management sold out of Westwood Holdings Group (WHG) in Q2 2017, closing a stake of 185 shares — an estimated $10K sold.

IHT Wealth Management first reported a position in WHG in Q4 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2016. 83 funds tracked by Wall St. Rank hold WHG as of Q2 2017.

  • IHT Wealth Management reported no remaining Westwood Holdings Group position as of Q2 2017 after selling out during the quarter.
  • IHT Wealth Management sold 185 Westwood Holdings Group shares in Q2 2017, an estimated $10K.
  • IHT Wealth Management first reported a position in Westwood Holdings Group in Q4 2016 and held it in 2 quarters.
  • IHT Wealth Management's Westwood Holdings Group position peaked at $11K in Q4 2016.
  • 83 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2017.

Based on IHT Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.