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Moody Aldrich Partners’s Westwood Holdings Group WHG Stock Holding History

Moody Aldrich Partners’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
2016
Q2 		– Sell
-8,445
Closed -$495K – 96
2016
Q1 		$495K Buy
+8,445
New +$426K 1.04% 49

Other funds holding WHG

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Moody Aldrich Partners's WHG Position: Q2 2016 in Review

Moody Aldrich Partners sold out of Westwood Holdings Group (WHG) in Q2 2016, closing a stake of 8,445 shares — an estimated $495K sold.

Moody Aldrich Partners first reported a position in WHG in Q1 2016 and held it in 1 quarter. The position peaked at $495K in Q1 2016. 82 funds tracked by Wall St. Rank hold WHG as of Q2 2016.

  • Moody Aldrich Partners reported no remaining Westwood Holdings Group position as of Q2 2016 after selling out during the quarter.
  • Moody Aldrich Partners sold 8,445 Westwood Holdings Group shares in Q2 2016, an estimated $495K.
  • Moody Aldrich Partners first reported a position in Westwood Holdings Group in Q1 2016 and held it in 1 quarter.
  • Moody Aldrich Partners's Westwood Holdings Group position peaked at $495K in Q1 2016.
  • 82 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2016.

Based on Moody Aldrich Partners's 13F filing for Q2 2016, filed 26 Jul 2016.