Home  About  Terms  Contact  FAQ   -  Compare Owners  Compare Stocks  Rankings   -  Funds/Other Owners  Stocks   -  Latest Activity  Free items!
MFFAIS
Mutual Fund Facts
About Individual Stocks
Rss FeedRSS feed for Appleton Funds - Appleton Equity Growth Fund
 0 1 2 3 4 5 6 7 8 9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Appleton Funds - Appleton Equity Growth Fund

Hypotheticals Contact Info Symbols SEC Sources Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-08-17Fund Class: Multi-Cap Growth

Transactions: Currently showing holdings/transactions Filed between 2009-05-19 and 2009-08-17
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!
 
Base Value:$2,083,448Current Value:$2,368,615
Change:$285,16 7 Performance:13.68 %

Worst Move:Lost $-3,350 on changes made with Mcafee Inc (MFE) buying shares when price went down.
Best Move:Made $-3,350 on changes made with Mcafee Inc (MFE) buying shares when price went up.
Best Save:Saved $-39,986 on changes made with Agrium Inc (AGU) selling shares when price went down.
Missed Move:Missed $-10,900 on changes made with Ansys Inc (ANSS) selling shares when price went up.

Show: (if you do not see any data recheck box below)

Contact Information

45 Milk Street,Boston Ma 02109,,
Phone: Fax: Website:

Symbols

Unknown

SEC Sources

Form TypeFiledAs-Of/OnSec Filename
N-CSRS2009-08-172009-06-30edgar/data/1127451/0001144204-09-044093.txt

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 FullName
Symbol Country Industry 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 Articles

   

Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title News Article History
2009-08-172009-06-30 N-CSRSCisco Systems IncCSCOUSNetworking Products 10,000No Change00 %$207,300$234,600$27,30013.16 % $0News Article History of Appleton Funds - Appleton Equity Growth Fund Ownership Of Cisco Systems Inc
2009-08-172009-06-30 N-CSRSEcolab IncECLUSChemicals-Specialty 0Sold All-5,950-100 %---8.84 % $-21,896News Article History of Appleton Funds - Appleton Equity Growth Fund Ownership Of Ecolab Inc
2009-08-172009-06-30 N-CSRSOracle CorpORCLUSEnterprise Software/Serv 12,500No Change00 %$267,500$279,250$11,7504.39 % $0News Article History of Appleton Funds - Appleton Equity Growth Fund Ownership Of Oracle Corp
2009-08-172009-06-30 N-CSRSMicrosoft CorpMSFTUSApplications Software 6,000No Change00 %$139,500$177,720$38,22027.39 % $0News Article History of Appleton Funds - Appleton Equity Growth Fund Ownership Of Microsoft Corp
2009-08-172009-06-30 N-CSRSInternational Business Machines CorpIBMUSComputers 2,675No Change00 %$312,601$339,618$27,0188.64 % $0News Article History of Appleton Funds - Appleton Equity Growth Fund Ownership Of International Business Machines Corp
2009-08-172009-06-30 N-CSRSMcafee IncMFEUSInternet Security 5,000New Holding5,000100 %$206,450$203,100$-3,350-1.62 % $-3,350News Article History of Appleton Funds - Appleton Equity Growth Fund Ownership Of Mcafee Inc
2009-08-172009-06-30 N-CSRSApple IncAAPLUSComputers 1,550No Change00 %$247,365$309,876$62,51225.27 % $0News Article History of Appleton Funds - Appleton Equity Growth Fund Ownership Of Apple Inc
2009-08-172009-06-30 N-CSRSAgrium IncAGUBEAgricultural Chemicals 0Sold All-3,450-100 %---25.34 % $-39,986News Article History of Appleton Funds - Appleton Equity Growth Fund Ownership Of Agrium Inc
2009-08-172009-06-30 N-CSRSAnsys IncANSSCHComputer Aided Design 6,000Sold Some-2,500-29.41 %$212,700$238,860$26,16012.29 % $-10,900News Article History of Appleton Funds - Appleton Equity Growth Fund Ownership Of Ansys Inc
2009-08-172009-06-30 N-CSRSAmphenol CorpAPHUSElectronic Connectors 7,150No Change00 %$231,732$300,586$68,85529.71 % $0News Article History of Appleton Funds - Appleton Equity Growth Fund Ownership Of Amphenol Corp
2009-08-172009-06-30 N-CSRSPraxair IncPXUSIndustrial Gases 3,450No Change00 %$258,302$285,005$26,70310.33 % $0News Article History of Appleton Funds - Appleton Equity Growth Fund Ownership Of Praxair Inc
Returned 11 Records!
 0 1 2 3 4 5 6 7 8 9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
 
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!
Note: For security reasons, only (A-Z,a-z,0-9,space,period,colon,comma,forward slash,at) can be inputed - all others are stripped automatically!
Copyright © 2007 All rights reserved. Please see our Terms of Use.
 
Digest|d308e6b721da1a20041166e496f6f789|Length|44172|Created|1 seconds| Cached Served|0 seconds|