WG
WHG icon

Winchester Group’s Westwood Holdings Group WHG Stock Holding History

Winchester 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
2013
Q3 		$1.42M Hold
29,484
– – 0.31% 89
2013
Q2 		$1.26M Buy
+29,484
New +$1.27M 0.27% 93

Other funds holding WHG

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Winchester Group's WHG Position: Q3 2013 in Review

Winchester Group held its Westwood Holdings Group (WHG) position steady in Q3 2013 at 29,484 shares worth $1.42M. The position accounts for 0.31% of the portfolio, ranked #89.

Winchester Group first reported a position in WHG in Q2 2013 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold WHG as of Q3 2013.

  • Winchester Group held 29,484 shares of Westwood Holdings Group worth $1.42M as of Q3 2013.
  • Winchester Group left its Westwood Holdings Group share count unchanged in Q3 2013.
  • Westwood Holdings Group made up 0.31% of Winchester Group's portfolio in Q3 2013, its #89 holding.
  • Winchester Group first reported a position in Westwood Holdings Group in Q2 2013 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.