Nisa Investment Advisors
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Nisa Investment Advisors’s Westwood Holdings Group WHG Stock Holding History

Nisa Investment Advisors’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
2020
Q1 		– Sell
-1,800
Closed -$53K – 2139
2019
Q4 		$53K Buy
+1,800
New +$53.4K ﹤0.01% 1520
2019
Q2 		– Sell
-5,200
Closed -$183K – 2046
2019
Q1 		$183K Buy
+5,200
New +$195K ﹤0.01% 1336

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GI
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Dimensional Fund Advisors
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DRZID
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Goldman Sachs
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Hotchkis & Wiley Capital Management
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State Street
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Nisa Investment Advisors's WHG Position: Q1 2020 in Review

Nisa Investment Advisors sold out of Westwood Holdings Group (WHG) in Q1 2020, closing a stake of 1,800 shares — an estimated $53K sold.

Nisa Investment Advisors first reported a position in WHG in Q1 2019 and held it in 2 quarters. The position peaked at $183K in Q1 2019. 73 funds tracked by Wall St. Rank hold WHG as of Q1 2020.

  • Nisa Investment Advisors reported no remaining Westwood Holdings Group position as of Q1 2020 after selling out during the quarter.
  • Nisa Investment Advisors sold 1,800 Westwood Holdings Group shares in Q1 2020, an estimated $53K.
  • Nisa Investment Advisors first reported a position in Westwood Holdings Group in Q1 2019 and held it in 2 quarters.
  • Nisa Investment Advisors's Westwood Holdings Group position peaked at $183K in Q1 2019.
  • 73 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2020.

Based on Nisa Investment Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.