MNBTD
WHG icon

Moody National Bank Trust Division’s Westwood Holdings Group WHG Stock Holding History

Moody National Bank Trust Division’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
2019
Q2 		– Sell
-218
Closed -$8K – 966
2019
Q1 		$8K Buy
218
+95
+77% +$3.56K ﹤0.01% 687
2018
Q4 		$4K Buy
+123
New +$5.05K ﹤0.01% 1014

Other funds holding WHG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACM
Allred Capital Management Dallas, Texas $275M AUM 18.19% 1-Year Est. Return

Moody National Bank Trust Division's WHG Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of Westwood Holdings Group (WHG) in Q2 2019, closing a stake of 218 shares — an estimated $8K sold.

Moody National Bank Trust Division first reported a position in WHG in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 90 funds tracked by Wall St. Rank hold WHG as of Q2 2019.

  • Moody National Bank Trust Division reported no remaining Westwood Holdings Group position as of Q2 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 218 Westwood Holdings Group shares in Q2 2019, an estimated $8K.
  • Moody National Bank Trust Division first reported a position in Westwood Holdings Group in Q4 2018 and held it in 2 quarters.
  • Moody National Bank Trust Division's Westwood Holdings Group position peaked at $8K in Q1 2019.
  • 90 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.