WJA
WG

Williams Jones & Associates’s Willbros Group WG Stock Holding History

Williams Jones & Associates’s Portfolio WG Stock Details WG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-26,000
Closed -$84K – 457
2017
Q3 		$84K Buy
+26,000
New +$62.4K ﹤0.01% 422
2014
Q2 		– Sell
-74,000
Closed -$934K – 379
2014
Q1 		$934K Buy
+74,000
New +$708K 0.02% 246

Other funds holding WG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Williams Jones & Associates's WG Position: Q4 2017 in Review

Williams Jones & Associates sold out of Willbros Group (WG) in Q4 2017, closing a stake of 26,000 shares — an estimated $84K sold.

Williams Jones & Associates first reported a position in WG in Q1 2014 and held it in 2 quarters. The position peaked at $934K in Q1 2014. 82 funds tracked by Wall St. Rank hold WG as of Q4 2017.

  • Williams Jones & Associates reported no remaining Willbros Group position as of Q4 2017 after selling out during the quarter.
  • Williams Jones & Associates sold 26,000 Willbros Group shares in Q4 2017, an estimated $84K.
  • Williams Jones & Associates first reported a position in Willbros Group in Q1 2014 and held it in 2 quarters.
  • Williams Jones & Associates's Willbros Group position peaked at $934K in Q1 2014.
  • 82 funds tracked by Wall St. Rank held Willbros Group as of Q4 2017.

Based on Williams Jones & Associates's 13F filing for Q4 2017, filed 14 Feb 2018.