Thrivent Financial for Lutherans
WHG icon

Thrivent Financial for Lutherans’s Westwood Holdings Group WHG Stock Holding History

Thrivent Financial for Lutherans’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
2017
Q4 		– Sell
-4,339
Closed -$292K – 2316
2017
Q3 		$292K Hold
4,339
– – ﹤0.01% 1794
2017
Q2 		$246K Buy
+4,339
New +$240K ﹤0.01% 1807

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GI
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RA
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Vanguard Group
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PAIM
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Thrivent Financial for Lutherans's WHG Position: Q4 2017 in Review

Thrivent Financial for Lutherans sold out of Westwood Holdings Group (WHG) in Q4 2017, closing a stake of 4,339 shares — an estimated $292K sold.

Thrivent Financial for Lutherans first reported a position in WHG in Q2 2017 and held it in 2 quarters. The position peaked at $292K in Q3 2017. 95 funds tracked by Wall St. Rank hold WHG as of Q4 2017.

  • Thrivent Financial for Lutherans reported no remaining Westwood Holdings Group position as of Q4 2017 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 4,339 Westwood Holdings Group shares in Q4 2017, an estimated $292K.
  • Thrivent Financial for Lutherans first reported a position in Westwood Holdings Group in Q2 2017 and held it in 2 quarters.
  • Thrivent Financial for Lutherans's Westwood Holdings Group position peaked at $292K in Q3 2017.
  • 95 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2017.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2017, filed 14 Feb 2018.