Envestnet Asset Management Inc Westwood Holdings Group Inc Transaction History

Envestnet Asset Management Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2018 Nov 14, 2018	SELL	$51.53 - $61.47 $155,208 - $185,147	-3,012 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$55.05 - $60.09 $14,037 - $15,322	255 Added 9.25%	3,012 $179,000
Q1 2018 May 09, 2018	BUY	$54.34 - $69.62 $11,737 - $15,037	216 Added 8.5%	2,757 $156,000
Q4 2017 Feb 20, 2018	BUY	$62.97 - $70.84 $10,767 - $12,113	171 Added 7.22%	2,541 $168,000
Q3 2017 Nov 13, 2017	BUY	$58.31 - $67.27 $991 - $1,143	17 Added 0.72%	2,370 $159,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,353	2,353 $133,000

4.76M

300

100

Ticker WHG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 8,413,220
Market Cap $130M
Description
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwo...

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