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Simplicity Solutions’s Westwood Holdings Group WHG Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-10,828
Closed -$564K – 535
2015
Q4 		$564K Buy
+10,828
New +$610K 0.07% 420

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Simplicity Solutions's WHG Position: Q1 2016 in Review

Simplicity Solutions sold out of Westwood Holdings Group (WHG) in Q1 2016, closing a stake of 10,828 shares — an estimated $564K sold.

Simplicity Solutions first reported a position in WHG in Q4 2015 and held it in 1 quarter. The position peaked at $564K in Q4 2015. 82 funds tracked by Wall St. Rank hold WHG as of Q1 2016.

  • Simplicity Solutions reported no remaining Westwood Holdings Group position as of Q1 2016 after selling out during the quarter.
  • Simplicity Solutions sold 10,828 Westwood Holdings Group shares in Q1 2016, an estimated $564K.
  • Simplicity Solutions first reported a position in Westwood Holdings Group in Q4 2015 and held it in 1 quarter.
  • Simplicity Solutions's Westwood Holdings Group position peaked at $564K in Q4 2015.
  • 82 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.