WT
NGHC

Whittier Trust’s National General Holdings Corp NGHC Stock Holding History

Whittier Trust’s Portfolio NGHC Stock Details NGHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-185
Closed -$4K – 1372
2017
Q3 		$4K Buy
+185
New +$3.53K ﹤0.01% 1182

Other funds holding NGHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Whittier Trust's NGHC Position: Q4 2017 in Review

Whittier Trust sold out of National General Holdings Corp (NGHC) in Q4 2017, closing a stake of 185 shares — an estimated $4K sold.

Whittier Trust first reported a position in NGHC in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 123 funds tracked by Wall St. Rank hold NGHC as of Q4 2017.

  • Whittier Trust reported no remaining National General Holdings Corp position as of Q4 2017 after selling out during the quarter.
  • Whittier Trust sold 185 National General Holdings Corp shares in Q4 2017, an estimated $4K.
  • Whittier Trust first reported a position in National General Holdings Corp in Q3 2017 and held it in 1 quarter.
  • Whittier Trust's National General Holdings Corp position peaked at $4K in Q3 2017.
  • 123 funds tracked by Wall St. Rank held National General Holdings Corp as of Q4 2017.

Based on Whittier Trust's 13F filing for Q4 2017, filed 7 Feb 2018.