Loomis, Sayles & Company
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Loomis, Sayles & Company’s Westwood Holdings Group WHG Stock Holding History

Loomis, Sayles & 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
2017
Q4 		– Sell
-17
Closed -$1K – 945
2017
Q3 		$1K Hold
17
– – ﹤0.01% 907
2017
Q2 		$1K Hold
17
– – ﹤0.01% 933
2017
Q1 		$1K Hold
17
– – ﹤0.01% 946
2016
Q4 		$1K Hold
17
– – ﹤0.01% 997
2016
Q3 		$1K Hold
17
– – ﹤0.01% 998
2016
Q2 		$1K Hold
17
– – ﹤0.01% 987
2016
Q1 		$1K Hold
17
– – ﹤0.01% 1027
2015
Q4 		$1K Buy
+17
New +$957 ﹤0.01% 1028

Other funds holding WHG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

Loomis, Sayles & Company's WHG Position: Q4 2017 in Review

Loomis, Sayles & Company sold out of Westwood Holdings Group (WHG) in Q4 2017, closing a stake of 17 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in WHG in Q4 2015 and held it in 8 quarters. The position peaked at $1K in Q3 2017. 95 funds tracked by Wall St. Rank hold WHG as of Q4 2017.

  • Loomis, Sayles & Company reported no remaining Westwood Holdings Group position as of Q4 2017 after selling out during the quarter.
  • Loomis, Sayles & Company sold 17 Westwood Holdings Group shares in Q4 2017, an estimated $1K.
  • Loomis, Sayles & Company first reported a position in Westwood Holdings Group in Q4 2015 and held it in 8 quarters.
  • Loomis, Sayles & Company's Westwood Holdings Group position peaked at $1K in Q3 2017.
  • 95 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2017.

Based on Loomis, Sayles & Company's 13F filing for Q4 2017, filed 14 Feb 2018.