Principal Financial Group
WHG icon

Principal Financial Group’s Westwood Holdings Group WHG Stock Holding History

Principal Financial Group’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
2018
Q3 		– Sell
-3,437
Closed -$205K – 2320
2018
Q2 		$205K Sell
3,437
-802
-19% -$46.7K ﹤0.01% 2166
2018
Q1 		$239K Buy
4,239
+399
+10% +$24.3K ﹤0.01% 2067
2017
Q4 		$254K Buy
+3,840
New +$255K ﹤0.01% 2081
2014
Q2 		– Sell
-3,274
Closed -$205K – 2313
2014
Q1 		$205K Sell
3,274
-31
-0.9% -$1.82K ﹤0.01% 2125
2013
Q4 		$205K Buy
+3,305
New +$180K ﹤0.01% 2147

Other funds holding WHG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Principal Financial Group's WHG Position: Q3 2018 in Review

Principal Financial Group sold out of Westwood Holdings Group (WHG) in Q3 2018, closing a stake of 3,437 shares — an estimated $205K sold.

Principal Financial Group first reported a position in WHG in Q4 2013 and held it in 5 quarters. The position peaked at $254K in Q4 2017. 86 funds tracked by Wall St. Rank hold WHG as of Q3 2018.

  • Principal Financial Group reported no remaining Westwood Holdings Group position as of Q3 2018 after selling out during the quarter.
  • Principal Financial Group sold 3,437 Westwood Holdings Group shares in Q3 2018, an estimated $205K.
  • Principal Financial Group first reported a position in Westwood Holdings Group in Q4 2013 and held it in 5 quarters.
  • Principal Financial Group's Westwood Holdings Group position peaked at $254K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2018.

Based on Principal Financial Group's 13F filing for Q3 2018, filed 14 Nov 2018.