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Westwood Holdings Group Inc (WHG)

Hypotheticals Contact Info Isins Cusips Symbols Summary Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-17 Country: United StatesIndustry: Invest Mgmnt/Advis Serv

Transactions: Currently showing holdings/transactions Filed between 2009-08-19 and 2009-11-17
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-20

Hypotheticals
Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 

Contact Information

200 Crescent Court,Suite 1200,Dallas, Tx 75201,United States
Phone: 214-756-6900 Fax: 214-756-6979 Website: HTTP://WWW.WESTWOODGROUP.COM

ISIN International Securities Identification Number

Unknown

CUSIP Committee on Uniform Securities Identification Procedures

961765104

Stock Symbols and Exchanges

Exchange Symbol Reuters Bloomberg Exchange Name MICR ACCR City Country Website
whgwhg whg:us New York Stock Exchange xnys nyseNew YorkUnited States WWW.NYSE.COM

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Owners Summary

Owners: 65Owners Buying: 23Buying Pct.: 35.38 %Owners Netrual: 16Neutral Pct.: 24.61 %Owners Selling: 26Selling Pct.: 40.00 %
Score: 2.84Brand New: 3Increase Existing: 20No Change: 16Sold Some: 16Dumped All: 10No Comparison: 0

Owners Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As Of/On Form Name
Fundclass Shares Activity Shares Change
Shares Change Pct. Hypothetical Old Value Hypothetical New Value Hypothetical Value Change
Hypothetical Return Hypothetical Results Director Ten Pct
Other Officer Officer Title History
News Article
   

Holdings/Transactions

FiledAs-Of/OnFormFullnameFund ClassSharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypotheticals Return Hypotheticals Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-172009-09-30 13F-HR/ACredit Suisse First BostonInstitution Sold All-6,363-100 %-5.37 % $13,362News Article History of Credit Suisse First Boston Ownership Of Westwood Holdings Group Inc
2009-11-172009-09-30 13F-HRWells Fargo And CoInstitution 169,951Added More31,69222.92 %$6,639,986$6,283,088$-356,897-5.37 % $-66,553News Article History of Wells Fargo And Co Ownership Of Westwood Holdings Group Inc
2009-11-162009-09-30 13F-HRAmerican International Group IncInstitution 4,532Sold Some-12,300-73.07 %$180,510$167,548$-12,962-7.18 % $35,178News Article History of American International Group Inc Ownership Of Westwood Holdings Group Inc
2009-11-162009-09-30 13F-HRBridgeway Capital Management IncInstitution 25,600No Change00 %$1,019,648$946,432$-73,216-7.18 % $0News Article History of Bridgeway Capital Management Inc Ownership Of Westwood Holdings Group Inc
2009-11-162009-09-30 13F-HRNorthern Trust CorpInstitution 87,544Added More24,03537.84 %$3,486,878$3,236,502$-250,376-7.18 % $-68,740News Article History of Northern Trust Corp Ownership Of Westwood Holdings Group Inc
2009-11-162009-09-30 13F-HR/AOppenheimer Funds IncInstitution 200Added More100100.00 %$7,966$7,394$-572-7.18 % $-286News Article History of Oppenheimer Funds Inc Ownership Of Westwood Holdings Group Inc
2009-11-162009-09-30 13F-HRUs Bancorp DeInstitution 398No Change00 %$15,852$14,714$-1,138-7.18 % $0News Article History of Us Bancorp De Ownership Of Westwood Holdings Group Inc
2009-11-162009-09-30 13F-HRWasatch Advisors IncInstitution 227,749Sold Some-40,983-15.25 %$9,071,243$8,419,881$-651,362-7.18 % $117,211News Article History of Wasatch Advisors Inc Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRAmeriprise Financial IncInstitution 2,917No Change00 %$113,180$107,841$-5,338-4.71 % $0News Article History of Ameriprise Financial Inc Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRAxaInstitution 10,372Sold Some-2,028-16.35 %$402,434$383,453$-18,981-4.71 % $3,711News Article History of Axa Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRBarclays PlcInstitution 52Added More1436.84 %$2,018$1,922$-95-4.71 % $-26News Article History of Barclays Plc Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRGartmore Mutual Fund Capital TrustInstitution 135New Holding135100 %$5,238$4,991$-247-4.71 % $-247News Article History of Gartmore Mutual Fund Capital Trust Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRGeode Capital Management LlcInstitution 14,201No Change00 %$550,999$525,011$-25,988-4.71 % $0News Article History of Geode Capital Management Llc Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRGoldman Sachs Group IncInstitution 35,977Sold Some-3,001-7.69 %$1,395,908$1,330,070$-65,838-4.71 % $5,492News Article History of Goldman Sachs Group Inc Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRKeybank National AssociationInstitution 12,697Added More4703.84 %$492,644$469,408$-23,236-4.71 % $-860News Article History of Keybank National Association Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRLord Abbett And Co LlcInstitution Sold All-35,053-100 %-4.71 % $64,147News Article History of Lord Abbett And Co Llc Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRParadigm Asset Management Co LlcInstitution 400No Change00 %$15,520$14,788$-732-4.71 % $0News Article History of Paradigm Asset Management Co Llc Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRRbc Dain Rauscher IncInstitution 861New Holding861100 %$33,407$31,831$-1,576-4.71 % $-1,576News Article History of Rbc Dain Rauscher Inc Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRRenaissance Technologies CorpInstitution 134,500Sold Some-24,300-15.30 %$5,218,600$4,972,465$-246,135-4.71 % $44,469News Article History of Renaissance Technologies Corp Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRThird Avenue Management LlcInstitution 487,287Sold Some-6,590-1.33 %$18,906,736$18,015,000$-891,735-4.71 % $12,060News Article History of Third Avenue Management Llc Ownership Of Westwood Holdings Group Inc
2009-11-132009-09-30 13F-HRVanguard Group IncInstitution 199,033Added More5,8183.01 %$7,722,480$7,358,250$-364,230-4.71 % $-10,647News Article History of Vanguard Group Inc Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRBank Of America CorpInstitution 12,885Sold Some-130-0.99 %$491,563$476,358$-15,204-3.09 % $153News Article History of Bank Of America Corp Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRBarclays Global Investors Uk Holdings LtdInstitution 379,801Sold Some-902-0.23 %$14,489,408$14,041,243$-448,165-3.09 % $1,064News Article History of Barclays Global Investors Uk Holdings Ltd Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRGamco Investors Inc Et AlInstitution 943,700Sold Some-6,000-0.63 %$36,002,155$34,888,589$-1,113,566-3.09 % $7,080News Article History of Gamco Investors Inc Et Al Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HR/AIng Investment Management CoInstitution 3,530Added More63021.72 %$134,670$130,504$-4,165-3.09 % $-743News Article History of Ing Investment Management Co Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRKeeley Asset Management CorpInstitution 66,000No Change00 %$2,517,900$2,440,020$-77,880-3.09 % $0News Article History of Keeley Asset Management Corp Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRMerrill Lynch And Co IncInstitution Sold All-950-100 %-3.09 % $1,121News Article History of Merrill Lynch And Co Inc Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRMfc Global Investment Management Usa LtdInstitution 6,038Added More3916.92 %$230,350$223,225$-7,125-3.09 % $-461News Article History of Mfc Global Investment Management Usa Ltd Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRPadco Advisors Ii IncInstitution 190Added More105.55 %$7,249$7,024$-224-3.09 % $-12News Article History of Padco Advisors Ii Inc Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRPadco Advisors IncInstitution 250Added More9763.39 %$9,538$9,243$-295-3.09 % $-114News Article History of Padco Advisors Inc Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRPalisade Capital Management LlcInstitution 40,200Added More6,80020.35 %$1,533,630$1,486,194$-47,436-3.09 % $-8,024News Article History of Palisade Capital Management Llc Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRRussell Frank CoInstitution 2,393No Change00 %$91,293$88,469$-2,824-3.09 % $0News Article History of Russell Frank Co Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRSecurity Management Co LlcInstitution Sold All-8,100-100 %-3.09 % $9,558News Article History of Security Management Co Llc Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRSusquehanna International Group LlpInstitution Sold All-218-100 %-3.09 % $257News Article History of Susquehanna International Group Llp Ownership Of Westwood Holdings Group Inc
2009-11-122009-09-30 13F-HRWindcrest Discovery Investments LlcInstitution Sold All-17,200-100 %-3.09 % $20,296News Article History of Windcrest Discovery Investments Llc Ownership Of Westwood Holdings Group Inc
2009-11-102009-09-30 13F-HRAmerican Century Companies IncInstitution Sold All-72,624-100 %-3.24 % $90,054News Article History of American Century Companies Inc Ownership Of Westwood Holdings Group Inc
2009-11-102009-09-30 13F-HRCitigroup IncInstitution Sold All-5,498-100 %-3.24 % $6,818News Article History of Citigroup Inc Ownership Of Westwood Holdings Group Inc
2009-11-102009-09-30 13F-HRGlenmede Trust Co NaInstitution 1,052No Change00 %$40,197$38,892$-1,304-3.24 % $0News Article History of Glenmede Trust Co Na Ownership Of Westwood Holdings Group Inc
2009-11-102009-09-30 13F-HRRoyce And Associates LlcInstitution 312,300Added More95,30043.91 %$11,932,983$11,545,731$-387,252-3.24 % $-118,172News Article History of Royce And Associates Llc Ownership Of Westwood Holdings Group Inc
2009-11-102009-09-30 13F-HRUbs AgInstitution 231New Holding231100 %$8,827$8,540$-286-3.24 % $-286News Article History of Ubs Ag Ownership Of Westwood Holdings Group Inc
2009-11-062009-09-30 13F-HRMetropolitan Life Insurance CoInstitution 5,088No Change00 %$184,745$188,103$3,3581.81 % $0News Article History of Metropolitan Life Insurance Co Ownership Of Westwood Holdings Group Inc
2009-11-062009-09-30 13F-HRPnc Financial Services Group IncInstitution 124Sold Some-42-25.30 %$4,502$4,584$821.81 % $-28News Article History of Pnc Financial Services Group Inc Ownership Of Westwood Holdings Group Inc
2009-11-062009-09-30 13F-HRSchwab Charles Investment Management IncInstitution 4,285No Change00 %$155,588$158,416$2,8281.81 % $0News Article History of Schwab Charles Investment Management Inc Ownership Of Westwood Holdings Group Inc
2009-11-062009-09-30 13F-HRTeachers Advisors IncInstitution 4,768No Change00 %$173,126$176,273$3,1471.81 % $0News Article History of Teachers Advisors Inc Ownership Of Westwood Holdings Group Inc
2009-11-062009-09-30 13F-HRTiaa Cref Investment Management LlcInstitution 31,187No Change00 %$1,132,400$1,152,983$20,5831.81 % $0News Article History of Tiaa Cref Investment Management Llc Ownership Of Westwood Holdings Group Inc
2009-11-052009-09-30 13F-HRFixed Income Securities LpInstitution 836Sold Some-5,075-85.85 %$30,823$30,907$840.27 % $-508News Article History of Fixed Income Securities Lp Ownership Of Westwood Holdings Group Inc
2009-11-052009-09-30 13F-HRPunch And Associates Investment Management IncInstitution 59,590Added More20,10850.92 %$2,197,083$2,203,042$5,9590.27 % $2,011News Article History of Punch And Associates Investment Management Inc Ownership Of Westwood Holdings Group Inc
2009-11-032009-09-30 13F-HRKing Luther Capital Management CorpInstitution 50,000No Change00 %$1,749,000$1,848,500$99,5005.68 % $0News Article History of King Luther Capital Management Corp Ownership Of Westwood Holdings Group Inc
2009-11-022009-09-30 13F-HREmerald Advisers IncInstitution 56,925Added More13,53231.18 %$2,004,899$2,104,517$99,6194.96 % $23,681News Article History of Emerald Advisers Inc Ownership Of Westwood Holdings Group Inc
2009-11-022009-09-30 13F-HREmerald Mutual Fund Advisers TrustInstitution 45,738Added More22,78299.24 %$1,610,892$1,690,934$80,0424.96 % $39,869News Article History of Emerald Mutual Fund Advisers Trust Ownership Of Westwood Holdings Group Inc
2009-10-292009-09-30 13F-HRDimensional Fund Advisors IncInstitution 185,263Sold Some-2,099-1.12 %$6,810,268$6,849,173$38,9050.57 % $-441News Article History of Dimensional Fund Advisors Inc Ownership Of Westwood Holdings Group Inc
2009-10-262009-06-30 13F-HR/AAmeriprise Financial IncInstitution 2,917No Change00 %$104,399$107,841$3,4423.29 % $0News Article History of Ameriprise Financial Inc Ownership Of Westwood Holdings Group Inc
2009-10-222009-09-30 13F-HRBlackrock IncNo Data Sold All-1,341-100 %-0.53 % $268News Article History of Blackrock Inc Ownership Of Westwood Holdings Group Inc
2009-10-222009-09-30 13F-HRBlackrock Investment Management LlcInstitution 12,083Added More2,44925.42 %$449,125$446,709$-2,417-0.53 % $-490News Article History of Blackrock Investment Management Llc Ownership Of Westwood Holdings Group Inc
2009-10-222009-09-30 13F-HR/ANed Davis ResearchInstitution Sold All-620-100 %-0.53 % $124News Article History of Ned Davis Research Ownership Of Westwood Holdings Group Inc
2009-10-212009-09-30 13F-HRBank Of New York Mellon CorpInstitution 54,182Sold Some-6,266-10.36 %$1,996,607$2,003,109$6,5020.32 % $-752News Article History of Bank Of New York Mellon Corp Ownership Of Westwood Holdings Group Inc
2009-10-212009-09-30 13F-HRNavellier And Associates IncInstitution 35,573Sold Some-6,726-15.90 %$1,310,865$1,315,134$4,2690.32 % $-807News Article History of Navellier And Associates Inc Ownership Of Westwood Holdings Group Inc
2009-10-202009-09-30 13F-HRPublic Employees Retirement Association Of ColoradoInstitution 12,400No Change00 %$457,064$458,428$1,3640.29 % $0News Article History of Public Employees Retirement Association Of Colorado Ownership Of Westwood Holdings Group Inc
2009-10-162009-09-30 13F-HRConestoga Capital Advisors LlcInstitution 164,772Added More13,5138.93 %$6,134,462$6,091,621$-42,841-0.69 % $-3,513News Article History of Conestoga Capital Advisors Llc Ownership Of Westwood Holdings Group Inc
2009-10-152009-09-30 13F-HRPublic Employees Retirement System Of OhioInstitution 6,828No Change00 %$256,869$252,431$-4,438-1.72 % $0News Article History of Public Employees Retirement System Of Ohio Ownership Of Westwood Holdings Group Inc
2009-10-142009-09-30 13F-HRDalton Greiner Hartman Maher And CoInstitution 81,925Sold Some-14,540-15.07 %$3,068,911$3,028,767$-40,143-1.30 % $7,125News Article History of Dalton Greiner Hartman Maher And Co Ownership Of Westwood Holdings Group Inc
2009-10-082009-09-30 13F-HRRhumbline AdvisersInstitution 7,958Added More200.25 %$304,553$294,207$-10,345-3.39 % $-26News Article History of Rhumbline Advisers Ownership Of Westwood Holdings Group Inc
2009-09-112009-06-30 13F-HR/ABarclays Global Investors Uk Holdings LtdInstitution 380,703Added More36,48310.59 %$13,743,378$14,074,590$331,2122.40 % $31,740News Article History of Barclays Global Investors Uk Holdings Ltd Ownership Of Westwood Holdings Group Inc
2009-08-282009-06-30 13F-HR/AWells Fargo And CoInstitution 138,259Added More3300.23 %$5,368,597$5,111,435$-257,162-4.79 % $-614News Article History of Wells Fargo And Co Ownership Of Westwood Holdings Group Inc
2009-08-212009-06-30 13F-HRDalton Greiner Hartman Maher And CoInstitution 96,465Sold Some-1,440-1.47 %$3,600,074$3,566,311$-33,763-0.93 % $504News Article History of Dalton Greiner Hartman Maher And Co Ownership Of Westwood Holdings Group Inc
Returned 65 Records!
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Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate!
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