| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-20 | 2009-09-30 | 13F-HR | California State Teachers Retirement System | Institution | 2,214 | Sold Some | -100 | -4.32 % | $746,517 | $757,852 | $11,336 | 1.51 % | $-512 | | | | | | News Article | History of California State Teachers Retirement System Ownership Of Wesco Financial Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 3,120 | Added More | 572 | 22.44 % | $1,060,800 | $1,067,976 | $7,176 | 0.67 % | $1,316 | | | | | | News Article | History of Amvescap Plc Ownership Of Wesco Financial Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | 736 | New Holding | 736 | 100 % | $250,240 | $251,933 | $1,693 | 0.67 % | $1,693 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Wesco Financial Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 8,898 | Added More | 1,356 | 17.97 % | $3,025,320 | $3,045,785 | $20,465 | 0.67 % | $3,119 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 41 | Added More | 1 | 2.50 % | $13,938 | $14,034 | $96 | 0.69 % | $2 | | | | | | News Article | History of American International Group Inc Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Black River Asset Management Llc | Institution | 214 | Added More | 37 | 20.90 % | $72,749 | $73,252 | $503 | 0.69 % | $87 | | | | | | News Article | History of Black River Asset Management Llc Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Chilton Capital Management Advisors Inc | Institution | 1,607 | Added More | 15 | 0.94 % | $546,300 | $550,076 | $3,776 | 0.69 % | $35 | | | | | | News Article | History of Chilton Capital Management Advisors Inc Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Chilton Capital Management L P | Institution | 2,348 | Added More | 40 | 1.73 % | $798,203 | $803,720 | $5,518 | 0.69 % | $94 | | | | | | News Article | History of Chilton Capital Management L P Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fifth Third Bancorp | Institution | 490 | Added More | 65 | 15.29 % | $166,576 | $167,727 | $1,152 | 0.69 % | $153 | | | | | | News Article | History of Fifth Third Bancorp Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fmr Corp | Institution | 5 | No Change | 0 | 0 % | $1,700 | $1,712 | $12 | 0.69 % | $0 | | | | | | News Article | History of Fmr Corp Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 7,447 | New Holding | 7,447 | 100 % | $2,531,608 | $2,549,108 | $17,500 | 0.69 % | $17,500 | | | | | | News Article | History of Morgan Stanley Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 4,644 | Added More | 242 | 5.49 % | $1,578,728 | $1,589,641 | $10,913 | 0.69 % | $569 | | | | | | News Article | History of Northern Trust Corp Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Rafferty Asset Management Llc | Institution | 1,206 | Sold Some | -1,013 | -45.65 % | $409,980 | $412,814 | $2,834 | 0.69 % | $-2,381 | | | | | | News Article | History of Rafferty Asset Management Llc Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Shaw D E And Co Inc | Institution | 1,359 | New Holding | 1,359 | 100 % | $461,992 | $465,186 | $3,194 | 0.69 % | $3,194 | | | | | | News Article | History of Shaw D E And Co Inc Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Thales Fund Management Llc | Institution | | Sold All | -400 | -100 % | | | | 0.69 % | $-940 | | | | | | News Article | History of Thales Fund Management Llc Ownership Of Wesco Financial Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 159 | New Holding | 159 | 100 % | $54,052 | $54,426 | $374 | 0.69 % | $374 | | | | | | News Article | History of Us Bancorp De Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 64 | No Change | 0 | 0 % | $21,408 | $21,907 | $499 | 2.33 % | $0 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 3,135 | Sold Some | -116,606 | -97.38 % | $1,048,658 | $1,073,111 | $24,453 | 2.33 % | $-909,527 | | | | | | News Article | History of Axa Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 84 | Added More | 6 | 7.69 % | $28,098 | $28,753 | $655 | 2.33 % | $47 | | | | | | News Article | History of Barclays Plc Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barr E S And Co | Institution | 23,318 | Added More | 38 | 0.16 % | $7,799,871 | $7,981,751 | $181,880 | 2.33 % | $296 | | | | | | News Article | History of Barr E S And Co Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Fairholme Capital Management Llc | Institution | | Sold All | -980 | -100 % | | | | 2.33 % | $-7,644 | | | | | | News Article | History of Fairholme Capital Management Llc Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 2,962 | No Change | 0 | 0 % | $990,789 | $1,013,893 | $23,104 | 2.33 % | $0 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | | Sold All | -1,811 | -100 % | | | | 2.33 % | $-14,126 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | London Co Of Virginia | Institution | 36,035 | Added More | 3,816 | 11.84 % | $12,053,708 | $12,334,781 | $281,073 | 2.33 % | $29,765 | | | | | | News Article | History of London Co Of Virginia Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Managed Account Advisors Llc | Institution | 127 | Sold Some | -41 | -24.40 % | $42,482 | $43,472 | $991 | 2.33 % | $-320 | | | | | | News Article | History of Managed Account Advisors Llc Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Panagora Asset Management Inc | Institution | 352 | No Change | 0 | 0 % | $117,744 | $120,490 | $2,746 | 2.33 % | $0 | | | | | | News Article | History of Panagora Asset Management Inc Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Prospector Partners Llc | Institution | 1,951 | No Change | 0 | 0 % | $652,610 | $667,827 | $15,218 | 2.33 % | $0 | | | | | | News Article | History of Prospector Partners Llc Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Renaissance Technologies Corp | Institution | 30,900 | Sold Some | -400 | -1.27 % | $10,336,050 | $10,577,070 | $241,020 | 2.33 % | $-3,120 | | | | | | News Article | History of Renaissance Technologies Corp Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Research Affiliates Llc | Institution | 715 | Sold Some | -40 | -5.29 % | $239,168 | $244,745 | $5,577 | 2.33 % | $-312 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Wesco Financial Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 24,592 | Added More | 444 | 1.83 % | $8,226,024 | $8,417,842 | $191,818 | 2.33 % | $3,463 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Analytic Investors Inc | Institution | 6,516 | Added More | 2,354 | 56.55 % | $2,157,122 | $2,230,427 | $73,305 | 3.39 % | $26,483 | | | | | | News Article | History of Analytic Investors Inc Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Avenir Corp | Institution | 1,360 | Sold Some | -200 | -12.82 % | $450,228 | $465,528 | $15,300 | 3.39 % | $-2,250 | | | | | | News Article | History of Avenir Corp Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Bank Of America Corp | Institution | 1,466 | Sold Some | -859 | -36.94 % | $485,319 | $501,812 | $16,493 | 3.39 % | $-9,664 | | | | | | News Article | History of Bank Of America Corp Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 54,796 | Sold Some | -2,526 | -4.40 % | $18,140,216 | $18,756,671 | $616,455 | 3.39 % | $-28,418 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Delphi Management Inc | Institution | 1,760 | No Change | 0 | 0 % | $582,648 | $602,448 | $19,800 | 3.39 % | $0 | | | | | | News Article | History of Delphi Management Inc Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Everett Harris And Co | Institution | 13,292 | No Change | 0 | 0 % | $4,400,317 | $4,549,852 | $149,535 | 3.39 % | $0 | | | | | | News Article | History of Everett Harris And Co Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Fairfax Financial Holdings Ltd Can | Institution | 1,100 | No Change | 0 | 0 % | $364,155 | $376,530 | $12,375 | 3.39 % | $0 | | | | | | News Article | History of Fairfax Financial Holdings Ltd Can Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Findlay Park Partners Llp | Institution | 14,728 | Sold Some | -32,200 | -68.61 % | $4,875,704 | $5,041,394 | $165,690 | 3.39 % | $-362,250 | | | | | | News Article | History of Findlay Park Partners Llp Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | First Quadrant L P | Institution | 700 | No Change | 0 | 0 % | $231,735 | $239,610 | $7,875 | 3.39 % | $0 | | | | | | News Article | History of First Quadrant L P Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 300 | Added More | 100 | 50.00 % | $99,315 | $102,690 | $3,375 | 3.39 % | $1,125 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Irish Life Investment Managers | Institution | 250 | No Change | 0 | 0 % | $82,763 | $85,575 | $2,813 | 3.39 % | $0 | | | | | | News Article | History of Irish Life Investment Managers Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Kinetics Asset Management Inc | Institution | 2,988 | Sold Some | -181 | -5.71 % | $989,177 | $1,022,792 | $33,615 | 3.39 % | $-2,036 | | | | | | News Article | History of Kinetics Asset Management Inc Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Legal And General Group Plc | Institution | 757 | Added More | 200 | 35.90 % | $250,605 | $259,121 | $8,516 | 3.39 % | $2,250 | | | | | | News Article | History of Legal And General Group Plc Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 11,303 | Added More | 218 | 1.96 % | $3,741,858 | $3,869,017 | $127,159 | 3.39 % | $2,453 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Nomura Asset Management Singapore Ltd | No Data | 50 | New Holding | 50 | 100 % | $16,553 | $17,115 | $563 | 3.39 % | $563 | | | | | | News Article | History of Nomura Asset Management Singapore Ltd Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 50 | Added More | 20 | 66.66 % | $16,553 | $17,115 | $563 | 3.39 % | $225 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 270 | Added More | 120 | 80.00 % | $89,384 | $92,421 | $3,038 | 3.39 % | $1,350 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Russell Frank Co | Institution | 11,025 | Sold Some | -1,410 | -11.33 % | $3,649,826 | $3,773,858 | $124,031 | 3.39 % | $-15,863 | | | | | | News Article | History of Russell Frank Co Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Suntrust Banks Inc | Institution | 26,721 | Added More | 2,691 | 11.19 % | $8,845,987 | $9,146,598 | $300,611 | 3.39 % | $30,274 | | | | | | News Article | History of Suntrust Banks Inc Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | | Sold All | -47 | -100 % | | | | 3.39 % | $-529 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | T2 Partners Management Lp | Institution | 6,783 | Added More | 1,368 | 25.26 % | $2,245,512 | $2,321,821 | $76,309 | 3.39 % | $15,390 | | | | | | News Article | History of T2 Partners Management Lp Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | United Services Automobile Association | Institution | | Sold All | -1,329 | -100 % | | | | 3.39 % | $-14,951 | | | | | | News Article | History of United Services Automobile Association Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Weik Investment Services Inc | Institution | 740 | New Holding | 740 | 100 % | $244,977 | $253,302 | $8,325 | 3.39 % | $8,325 | | | | | | News Article | History of Weik Investment Services Inc Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2009-03-31 | 13F-HR/A | Avenir Corp | Institution | 1,760 | Sold Some | -100 | -5.37 % | $582,648 | $602,448 | $19,800 | 3.39 % | $-1,125 | | | | | | News Article | History of Avenir Corp Ownership Of Wesco Financial Corp |
| 2009-11-12 | 2008-12-31 | 13F-HR/A | Avenir Corp | Institution | 1,860 | No Change | 0 | 0 % | $615,753 | $636,678 | $20,925 | 3.39 % | $0 | | | | | | News Article | History of Avenir Corp Ownership Of Wesco Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Citigroup Inc | Institution | | Sold All | -6,861 | -100 % | | | | 2.17 % | $-50,085 | | | | | | News Article | History of Citigroup Inc Ownership Of Wesco Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Glenmede Trust Co Na | Institution | 500 | No Change | 0 | 0 % | $167,500 | $171,150 | $3,650 | 2.17 % | $0 | | | | | | News Article | History of Glenmede Trust Co Na Ownership Of Wesco Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Harris Associates L P | Institution | 3,874 | No Change | 0 | 0 % | $1,297,790 | $1,326,070 | $28,280 | 2.17 % | $0 | | | | | | News Article | History of Harris Associates L P Ownership Of Wesco Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | J P Morgan Chase And Co | Institution | 2,285 | New Holding | 2,285 | 100 % | $765,475 | $782,156 | $16,681 | 2.17 % | $16,681 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Wesco Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Royce And Associates Llc | Institution | 33,199 | Sold Some | -100 | -0.30 % | $11,121,665 | $11,364,018 | $242,353 | 2.17 % | $-730 | | | | | | News Article | History of Royce And Associates Llc Ownership Of Wesco Financial Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 268 | Sold Some | -18 | -6.29 % | $89,780 | $91,736 | $1,956 | 2.17 % | $-131 | | | | | | News Article | History of Ubs Ag Ownership Of Wesco Financial Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Clifford Associates Llc | Institution | 1,321 | Sold Some | -250 | -15.91 % | $452,575 | $452,178 | $-396 | -0.08 % | $75 | | | | | | News Article | History of Clifford Associates Llc Ownership Of Wesco Financial Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Hikari Tsushin Inc | Institution | 300 | No Change | 0 | 0 % | $102,780 | $102,690 | $-90 | -0.08 % | $0 | | | | | | News Article | History of Hikari Tsushin Inc Ownership Of Wesco Financial Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | Pitcairn Group L P | Institution | 2,200 | Sold Some | -863 | -28.17 % | $753,720 | $753,060 | $-660 | -0.08 % | $259 | | | | | | News Article | History of Pitcairn Group L P Ownership Of Wesco Financial Corp |
| 2009-11-09 | 2009-09-30 | 13F-HR | State Of Wisconsin Investment Board | Institution | 1,116 | Added More | 20 | 1.82 % | $382,342 | $382,007 | $-335 | -0.08 % | $-6 | | | | | | News Article | History of State Of Wisconsin Investment Board Ownership Of Wesco Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hartford Investment Management Co | Institution | | Sold All | -350 | -100 % | | | | 2.48 % | $-2,905 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of Wesco Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 30 | Sold Some | -1 | -3.22 % | $10,020 | $10,269 | $249 | 2.48 % | $-8 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Wesco Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 23 | New Holding | 23 | 100 % | $7,682 | $7,873 | $191 | 2.48 % | $191 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Wesco Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Private Management Group Inc | Institution | 38,660 | Sold Some | -126 | -0.32 % | $12,912,440 | $13,233,318 | $320,878 | 2.48 % | $-1,046 | | | | | | News Article | History of Private Management Group Inc Ownership Of Wesco Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 776 | No Change | 0 | 0 % | $259,184 | $265,625 | $6,441 | 2.48 % | $0 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Wesco Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 389 | No Change | 0 | 0 % | $129,926 | $133,155 | $3,229 | 2.48 % | $0 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Wesco Financial Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 6,662 | Added More | 536 | 8.74 % | $2,225,108 | $2,280,403 | $55,295 | 2.48 % | $4,449 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Wesco Financial Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Bank Of Hawaii | Institution | 720 | New Holding | 720 | 100 % | $239,004 | $246,456 | $7,452 | 3.11 % | $7,452 | | | | | | News Article | History of Bank Of Hawaii Ownership Of Wesco Financial Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associates | Institution | 10,108 | Sold Some | -313 | -3.00 % | $3,355,351 | $3,459,968 | $104,618 | 3.11 % | $-3,240 | | | | | | News Article | History of Parametric Portfolio Associates Ownership Of Wesco Financial Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Teacher Retirement System Of Texas | Institution | 482 | Sold Some | -836 | -63.42 % | $160,000 | $164,989 | $4,989 | 3.11 % | $-8,653 | | | | | | News Article | History of Teacher Retirement System Of Texas Ownership Of Wesco Financial Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Horizon Asset Management Inc Ny | Institution | 2,285 | Added More | 40 | 1.78 % | $747,195 | $782,156 | $34,961 | 4.67 % | $612 | | | | | | News Article | History of Horizon Asset Management Inc Ny Ownership Of Wesco Financial Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | Front Barnett Associates Llc | Institution | 1,140 | No Change | 0 | 0 % | $376,200 | $390,222 | $14,022 | 3.72 % | $0 | | | | | | News Article | History of Front Barnett Associates Llc Ownership Of Wesco Financial Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | Ixis Asset Management Advisors L P | Institution | 685 | Sold Some | -46 | -6.29 % | $226,050 | $234,476 | $8,426 | 3.72 % | $-566 | | | | | | News Article | History of Ixis Asset Management Advisors L P Ownership Of Wesco Financial Corp |
| 2009-11-03 | 2009-09-30 | 13F-HR | Lee Danner And Bass Inc | Institution | 1,639 | No Change | 0 | 0 % | $540,870 | $561,030 | $20,160 | 3.72 % | $0 | | | | | | News Article | History of Lee Danner And Bass Inc Ownership Of Wesco Financial Corp |
| 2009-10-30 | 2009-09-30 | 13F-HR | Oxford Asset Management | Institution | | Sold All | -959 | -100 % | | | | 4.35 % | $-13,714 | | | | | | News Article | History of Oxford Asset Management Ownership Of Wesco Financial Corp |
| 2009-10-30 | 2009-09-30 | 13F-HR | Robeco Investment Management Inc | Institution | 1,375 | Sold Some | -10,053 | -87.96 % | $451,000 | $470,663 | $19,663 | 4.35 % | $-143,758 | | | | | | News Article | History of Robeco Investment Management Inc Ownership Of Wesco Financial Corp |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 58,619 | Added More | 2,174 | 3.85 % | $19,256,342 | $20,065,284 | $808,942 | 4.20 % | $30,001 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Wesco Financial Corp |
| 2009-10-28 | 2009-09-30 | 13F-HR | Yacktman Asset Management Co | Institution | 5,980 | Sold Some | -100 | -1.64 % | $1,943,620 | $2,046,954 | $103,334 | 5.31 % | $-1,728 | | | | | | News Article | History of Yacktman Asset Management Co Ownership Of Wesco Financial Corp |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 64 | No Change | 0 | 0 % | $20,931 | $21,907 | $976 | 4.66 % | $0 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Wesco Financial Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Group Ltd | Institution | 255 | No Change | 0 | 0 % | $83,589 | $87,287 | $3,698 | 4.42 % | $0 | | | | | | News Article | History of Blackrock Group Ltd Ownership Of Wesco Financial Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | | Sold All | -425 | -100 % | | | | 4.42 % | $-6,163 | | | | | | News Article | History of Blackrock Inc Ownership Of Wesco Financial Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 1,840 | Added More | 373 | 25.42 % | $603,152 | $629,832 | $26,680 | 4.42 % | $5,409 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Wesco Financial Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Eagle Asset Management Inc | Institution | 18,518 | New Holding | 18,518 | 100 % | $6,070,200 | $6,338,711 | $268,511 | 4.42 % | $268,511 | | | | | | News Article | History of Eagle Asset Management Inc Ownership Of Wesco Financial Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Farmers And Merchants Investments Inc | Institution | 30 | New Holding | 30 | 100 % | $9,834 | $10,269 | $435 | 4.42 % | $435 | | | | | | News Article | History of Farmers And Merchants Investments Inc Ownership Of Wesco Financial Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 6,603 | Sold Some | -137 | -2.03 % | $2,132,769 | $2,260,207 | $127,438 | 5.97 % | $-2,644 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Wesco Financial Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | State Board Of Administration Of Florida Retirement System | Institution | 3,873 | Added More | 749 | 23.97 % | $1,250,979 | $1,325,728 | $74,749 | 5.97 % | $14,456 | | | | | | News Article | History of State Board Of Administration Of Florida Retirement System Ownership Of Wesco Financial Corp |
| 2009-10-20 | 2009-09-30 | 13F-HR | Baxter Bros Inc | Institution | 2,990 | Sold Some | -200 | -6.26 % | $971,750 | $1,023,477 | $51,727 | 5.32 % | $-3,460 | | | | | | News Article | History of Baxter Bros Inc Ownership Of Wesco Financial Corp |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 6,000 | No Change | 0 | 0 % | $1,950,000 | $2,053,800 | $103,800 | 5.32 % | $0 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Wesco Financial Corp |
| 2009-10-19 | 2009-09-30 | 13F-HR | Confluence Investment Management Llc | Institution | 1,229 | Added More | 203 | 19.78 % | $406,799 | $420,687 | $13,888 | 3.41 % | $2,294 | | | | | | News Article | History of Confluence Investment Management Llc Ownership Of Wesco Financial Corp |
| 2009-10-19 | 2009-09-30 | 13F-HR | Royal London Asset Management Ltd | Institution | 248 | No Change | 0 | 0 % | $82,088 | $84,890 | $2,802 | 3.41 % | $0 | | | | | | News Article | History of Royal London Asset Management Ltd Ownership Of Wesco Financial Corp |
| 2009-10-19 | 2009-09-30 | 13F-HR | Strs Ohio | Institution | 836 | New Holding | 836 | 100 % | $276,716 | $286,163 | $9,447 | 3.41 % | $9,447 | | | | | | News Article | History of Strs Ohio Ownership Of Wesco Financial Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 2,005 | No Change | 0 | 0 % | $659,645 | $686,312 | $26,667 | 4.04 % | $0 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Wesco Financial Corp |
| 2009-10-09 | 2009-09-30 | 13F-HR | Reik Co Llc | Institution | 34,715 | Sold Some | -320 | -0.91 % | $11,348,681 | $11,882,945 | $534,264 | 4.70 % | $-4,925 | | | | | | News Article | History of Reik Co Llc Ownership Of Wesco Financial Corp |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 1,109 | Sold Some | -400 | -26.50 % | $362,033 | $379,611 | $17,578 | 4.85 % | $-6,340 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Wesco Financial Corp |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 57,322 | Added More | 1,633 | 2.93 % | $17,563,461 | $19,621,321 | $2,057,860 | 11.71 % | $58,625 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Wesco Financial Corp |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 2,548 | Added More | 1,988 | 355.00 % | $764,910 | $872,180 | $107,271 | 14.02 % | $83,695 | | | | | | News Article | History of Amvescap Plc Ownership Of Wesco Financial Corp |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Fmr Corp | Institution | 5 | No Change | 0 | 0 % | $1,501 | $1,712 | $211 | 14.02 % | $0 | | | | | | News Article | History of Fmr Corp Ownership Of Wesco Financial Corp |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 7,542 | Sold Some | -2,029 | -21.19 % | $2,296,539 | $2,581,627 | $285,088 | 12.41 % | $-76,696 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Wesco Financial Corp |
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