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Affymetrix Inc (AFFX)

Industry: Medical-Biomedical/GeneCountry: United States
 
Number of funds
Global RankCountry RankIndustry Rank
Owned:
133
2323210142
Score:
0.19
3235--
Brand New:
16
2411214643
Increased Existing:
20
2796--
No Change:
8
3633--
Reduced Existing:
18
2753--
Liquidated:
10
3262276274
No Comparison Available:
61
---
Funds buying shares:
36
2706244553
Buying %:
50.00 %
2377114133
Funds not buying/selling shares:
8
---
Neutral %:
11.11 %
---
Funds selling shares:
28
2962264663
Selling %:
38.88 %
66193658117
   

Affymetrix Inc (AFFX) Details

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Fund Fund Type Fund Perf. Report Date Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
Advantage Advisers Augusta Fund Llc Institution -4.31 % 2008-05-23 None - - - % Sold All -97,766 -100.00 % $104,610
Aggressive Growth Portfolio (Variable Insurance Products Iii) Multi-Cap Growth -9.55 % 2008-05-30 74,100 $794,352 $-99,294 -11.11 % No Compare - - % -
Alger American Midcap Growth Portfolio (Alger American Fund) Mid-Cap Growth -8.78 % 2008-05-30 None - - - % Sold All -108,400 -100.00 % $145,256
Alger Midcap Growth Fund (Alger Funds) Mid-Cap Growth 1.49 % 2008-07-03 219,300 $2,350,896 $197,370 9.16 % No Compare - - % -
Alger Midcap Growth Institutional Fund (Alger Institutional Funds) Mid-Cap Growth 1.48 % 2008-07-03 620,050 $6,646,936 $558,045 9.16 % No Compare - - % -
Asset Allocation: Diversified Growth Portfolio (Seasons Series Trust) Specialty Dvsfd Eq -7.94 % 2008-06-06 4,035 $43,255 $-4,842 -10.06 % Sold Some -97 -2.34 % $116
Assetmark Fundamental Index Small Company Growth Fund (Assetmark Funds) Small-Cap Growth -5.29 % 2008-06-09 400 $4,288 $-400 -8.53 % Added More 151 60.64 % $-151
Balanced Portfolio (Northwestern Mutual Series Fund Inc) Flexible Portfolio -3.76 % 2008-05-23 3,700 $39,664 $-3,959 -9.07 % No Compare - - % -
Bjurman Barry Micro Cap Growth Fund (Bjurman Barry Funds) Small-Cap Growth -8.25 % 2008-06-06 3,000 $32,160 $-3,600 -10.06 % New Holding 3,000 100.00 % $-3,600
Bull Profund (Profunds) Large-Cap Core -0.95 % 2008-06-27 13,764 $147,550 $9,084 6.56 % No Compare - - % -
Calvert Social Index Fund (Calvert Social Index Series Inc) Multi-Cap Core -8.02 % 2008-06-04 791 $8,480 $-1,329 -13.54 % New Holding 791 100.00 % $-1,329
Claymoremorningstar Services Super Sector Index Etf (Claymore Exchange Traded Fund Trust) Specialty & Misc -9.89 % 2008-05-05 37 $397 $-19 -4.54 % No Change 37 0 % -
Claymoreocean Tomo Patent Etf (Claymore Exchange Traded Fund Trust) Specialty & Misc -6.31 % 2008-05-05 96 $1,029 $-49 -4.54 % No Change 96 0 % -
Columbia Asset Allocation Fund (Columbia Funds Series Trust I) Specialty & Misc -2.54 % 2008-07-01 1,100 $11,792 $418 3.67 % No Compare - - % -
Columbia Asset Allocation Fund Variable Series (Columbia Funds Variable Insurance Trust) Specialty & Misc -9.81 % 2008-05-27 720 $7,718 $-828 -9.68 % New Holding 720 100.00 % $-828
Columbia Small Cap Growth Fund Ii (Columbia Funds Series Trust) Small-Cap Growth -5.15 % 2008-06-06 115,580 $1,239,018 $-138,696 -10.06 % No Compare - - % -
Columbia Small Cap Growth Master Portfolio (Columbia Funds Master Investment Trust Llc) Small-Cap Growth -11.89 % 2008-05-08 115,580 % New Holding 115,580 100.00 %
Columbia Small Company Growth Fund Variable Series (Columbia Funds Variable Insurance Trust) Small-Cap Growth -3.59 % 2008-05-27 17,840 $191,245 $-20,516 -9.68 % New Holding 17,840 100.00 % $-20,516
Consumer Staples Portfolio (Variable Insurance Products Fund Iv) Specialty & Misc -6.58 % 2008-05-30 None - - - % Sold All -1,400 -100.00 % $1,876
Dow Jones Wilshire 5000 Index Portfolio (Wilshire Mutual Funds Inc) Multi-Cap Core -6.73 % 2008-05-23 None - - - % Sold All -700 -100.00 % $749
Dreyfus Midcap Index Fund Inc (Dreyfus Midcap Index Fund Inc) Mid-Cap Core 1.05 % 2008-06-30 138,800 $1,487,936 $59,684 4.17 % No Compare - - % -
Dws Small Cap Index Vip (Dws Investments Vit Funds) Small-Cap Core -5.04 % 2008-05-29 19,000 $203,680 $-28,310 -12.20 % No Compare - - % -
Eqalliancebernstein Common Stock Portfolio (Eq Advisors Trust) Specialty & Misc -9.53 % 2008-05-29 1,722,949 $18,470,013 $-2,567,194 -12.20 % No Compare - - % -
Eqbond Index Portfolio (Eq Advisors Trust) Specialty & Misc -5.17 % 2008-05-29 54,700 $586,384 $-81,503 -12.20 % No Compare - - % -
Equity Index Fund (Tiaa Cref Institutional Mutual Funds) Specialty & Misc -9.28 % 2008-06-05 221,246 $2,371,757 $-404,880 -14.58 % Added More 216,623 4685.76 % $-396,420
Etrade Russell 2000 Index Fund (E Trade Funds) Small-Cap Core -4.43 % 2008-05-28 6,165 $66,089 $-6,597 -9.07 % No Compare - - % -
Fidelity Advisor Health Care Fund (Fidelity Advisor Series Vii) Health/Biotech 3.47 % 2008-06-30 191,028 $2,047,820 $82,142 4.17 % No Compare - - % -
Fidelity Aggressive Growth Fund (Fidelity Mt Vernon Street Trust) Multi-Cap Growth -5.06 % 2008-04-29 6,903,190 $74,002,197 $-3,934,818 -5.04 % No Compare - - % -
Fidelity Health Care (Fidelity Central Investment Portfolios Llc) Health/Biotech -1.59 % 2008-05-30 66,018 $707,713 $-88,464 -11.11 % No Compare - - % -
Fidelity Magellan Fund (Fidelity Magellan Fund) Large-Cap Growth -10.82 % 2008-05-29 28,700 $307,664 $-42,763 -12.20 % No Change 28,700 0 % -
Fidelity Mid Cap Growth Fund (Fidelity Devonshire Trust) Mid-Cap Growth -3.64 % 2008-06-30 181,800 $1,948,896 $78,174 4.17 % No Compare - - % -
Fidelity Nasdaq Composite Index Fund (Fidelity Commonwealth Trust) Specialty & Misc -1.04 % 2008-06-26 1,419 $15,212 $809 5.61 % No Compare - - % -
Fidelity New Millennium Fund (Fidelity Mt Vernon Street Trust) Specialty & Misc -6.20 % 2008-04-29 268,500 $2,878,320 $-153,045 -5.04 % No Compare - - % -
Fidelity Stock Selector (Fidelity Capital Trust) Specialty & Misc -2.66 % 2008-06-27 33,400 $358,048 $22,044 6.56 % No Compare - - % -
Fidelity Trend Fund (Fidelity Trend Fund) Large-Cap Core -8.94 % 2008-05-30 None - - - % Sold All -52,400 -100.00 % $70,216
Frontegra Ironbridge Smid Fund (Frontegra Funds Inc) Mid-Cap Core -5.53 % 2008-05-29 40,859 $438,008 $-60,880 -12.20 % No Compare - - % -
Gmo Value Fund (Gmo Trust) Multi-Cap Value -12.44 % 2008-05-05 None - - - % Sold All -500 -100.00 % $255
Growth Equity Fund (Tiaa Cref Institutional Mutual Funds) Multi-Cap Growth -9.20 % 2008-06-05 241,929 $2,593,479 $-442,730 -14.58 % New Holding 241,929 100.00 % $-442,730
Growth Trust (John Hancock Trust) Multi-Cap Growth -8.41 % 2008-05-30 82,724 $886,801 $-110,850 -11.11 % New Holding 82,724 100.00 % $-110,850
Hartford Advisers Hls Fund (Hartford Series Fund Inc) Specialty & Misc -7.74 % 2008-05-29 5 $54 $-7 -12.20 % New Holding 5 100.00 % $-7
Hartford Small Company Hls Fund (Hartford Series Fund Inc) Small-Cap Core -4.69 % 2008-05-29 47 $504 $-70 -12.20 % New Holding 47 100.00 % $-70
Hartford Smallcap Growth Hls Fund (Hartford Hls Series Fund Ii Inc) Small-Cap Growth -4.62 % 2008-05-29 5 $54 $-7 -12.20 % New Holding 5 100.00 % $-7
Health Care Portfolio (Variable Insurance Products Fund Iv) Health/Biotech -1.49 % 2008-05-30 6,586 $70,602 $-8,825 -11.11 % Sold Some -6,500 -49.67 % $8,710
Health Care Portfolio (Fidelity Select Portfolios) Health/Biotech 0.27 % 2008-04-29 303,800 $3,256,736 $-173,166 -5.04 % Added More 139,500 84.90 % $-79,515
Health Sciences Fund (Valic Co I) Health/Biotech 2.91 % 2008-04-29 31,200 $334,464 $-17,784 -5.04 % No Change 31,200 0 % -
Health Sciences Trust (John Hancock Trust) Health/Biotech 0.71 % 2008-05-30 26,400 $283,008 $-35,376 -11.11 % Sold Some -13,100 -33.16 % $17,554
Index 400 Stock Portfolio (Northwestern Mutual Series Fund Inc) - -6.19 % 2008-05-23 31,800 $340,896 $-34,026 -9.07 % No Compare - - % -
Industrials Portfolio (Fidelity Select Portfolios) Specialty & Misc -6.52 % 2008-04-29 None - - - % Sold All -450,000 -100.00 % $256,500
International Core Equity Portfolio (Dfa Investment Dimensions Group Inc) International Small-M ... -6.87 % 2008-04-29 800 $8,576 $-456 -5.04 % Sold Some -900 -52.94 % $513
International Portfolio (Glenmede Fund Inc) International Multi-C ... 9.43 % 2008-07-02 6,535 $70,055 $3,790 5.71 % No Compare - - % -
Ishares Nasdaq Biotechnology Index Fund (Ishares Trust) Health/Biotech 10.19 % 2008-07-07 497,574 $5,333,993 $572,210 12.01 % No Compare - - % -
Ishares Russell 2000 Growth Index Fund (Ishares Trust) Multi-Cap Growth 6.14 % 2008-07-07 310,778 $3,331,540 $357,395 12.01 % No Compare - - % -
Ishares Russell 2000 Index Fund (Ishares Trust) Specialty & Misc 6.47 % 2008-07-07 626,910 $6,720,475 $720,947 12.01 % No Compare - - % -
Ishares Russell 3000 Growth Index Fund (Ishares Trust) Multi-Cap Growth 1.06 % 2008-07-07 2,942 $31,538 $3,383 12.01 % No Compare - - % -
Ishares Russell 3000 Index Fund (Ishares Trust) Specialty & Misc 1.55 % 2008-07-07 13,011 $139,478 $14,963 12.01 % No Compare - - % -
Jnlmcm Healthcare Sector Fund (Jnl Variable Fund Llc) Health/Biotech -0.81 % 2008-05-30 6 $64 $-8 -11.11 % Added More 2 50.00 % $-3
Kiewit Investment Fund Lllp Institution -8.78 % 2008-05-30 200 $2,144 $-268 -11.11 % No Compare - - % -
Live Oak Health Sciences Fund (Oak Associates Funds) Health/Biotech 7.52 % 2008-07-03 31,000 $332,320 $27,900 9.16 % No Change 31,000 0 % -
Loomis Sayles Small Cap Growth Fund (Loomis Sayles Funds Ii) Small-Cap Growth -3.47 % 2008-06-04 15,191 $162,848 $-25,521 -13.54 % No Compare - - % -
Massmutual Select Mid Cap Growth Equity Ii Fund (Massmutual Select Funds) Mid-Cap Growth -7.35 % 2008-05-29 203,000 $2,176,160 $-302,470 -12.20 % Added More 12,000 6.28 % $-17,880
Maxim Series Fund Inc (Maxim Series Fund Inc) Specialty & Misc -8.90 % 2008-05-29 87,175 $934,516 $-129,891 -12.20 % Sold Some -100 -0.11 % $149
Medical Equipment And Systems Portfolio (Fidelity Select Portfolios) Health/Biotech 2.06 % 2008-04-29 770,000 $8,254,400 $-438,900 -5.04 % No Compare - - % -
Metaim Small Cap Growth Portfolio (Met Investors Series Trust) Small-Cap Growth -7.87 % 2008-05-16 288,394 $3,091,584 $-377,796 -10.88 % New Holding 288,394 100.00 % $-377,796
Metamerican Growth Portfolio (Met Investors Series Trust) Multi-Cap Growth -9.56 % 2008-05-16 222,000 $2,379,840 $-290,820 -10.88 % Added More 12,000 5.71 % $-15,720
Mfs Government Limited Maturity Fund (Mfs Government Limited Maturity Fund Ma) Specialty & Misc -0.22 % 2008-07-08 370 $3,966 $274 7.41 % No Compare - - % -
Mid Cap Index Fund (John Hancock Funds Ii) Mid-Cap Core -7.69 % 2008-05-30 20,120 $215,686 $-26,961 -11.11 % No Compare - - % -
Mid Cap Index Trust (John Hancock Trust) Mid-Cap Core -7.83 % 2008-05-30 48,494 $519,856 $-64,982 -11.11 % Sold Some -7,317 -13.11 % $9,805
Mid Value Trust (John Hancock Trust) Mid-Cap Value -8.43 % 2008-05-30 8,700 $93,264 $-11,658 -11.11 % Sold Some -18,900 -68.47 % $25,326
Midcap Blend Fund (Principal Investors Fund Inc) Mid-Cap Core 0.97 % 2008-07-07 13,580 $145,578 $15,617 12.01 % No Compare - - % -
Mml Mid Cap Growth Fund (Mml Series Investment Fund) Mid-Cap Growth -7.13 % 2008-05-29 48,000 $514,560 $-71,520 -12.20 % No Change 48,000 0 % -
Munder Energy Fund (Munder Series Trust) Specialty & Misc -11.16 % 2008-05-28 3,589 $38,474 $-3,840 -9.07 % New Holding 3,589 100.00 % $-3,840
New Covenant Funds (New Covenant Funds) Mixed-Asset Target Al ... -8.47 % 2008-05-30 39,500 $423,440 $-52,930 -11.11 % Added More 5,300 15.49 % $-7,102
None (Morgan Stanley Mid Cap Value Fund) Specialty & Misc -10.66 % 2008-05-09 275,120 $2,949,286 $-261,364 -8.14 % Sold Some -9,100 -3.20 % $8,645
None (Morgan Stanley Total Market Index Fund) Specialty & Misc -1.53 % 2008-06-26 890 $9,541 $507 5.61 % No Compare - - % -
Occ Value (Allianz Funds) Large-Cap Value -9.32 % 2008-05-30 22,680 $243,130 $-30,391 -11.11 % Sold Some -40,390 -64.03 % $54,123
Partners Smallcap Growth Fund I (Principal Investors Fund Inc) Small-Cap Growth 5.21 % 2008-07-07 184,800 $1,981,056 $212,520 12.01 % No Compare - - % -
Pharmaceuticals Portfolio (Fidelity Select Portfolios) Health/Biotech -1.09 % 2008-04-29 10,100 $108,272 $-5,757 -5.04 % New Holding 10,100 100.00 % $-5,757
Pin Oak Aggressive Stock Fund (Oak Associates Funds) Multi-Cap Growth -2.26 % 2008-07-03 18,676 $200,207 $16,808 9.16 % No Compare - - % -
Primecap Odyssey Aggressive Growth Fund (Primecap Odyssey Funds) Mid-Cap Growth 1.24 % 2008-07-02 222,000 $2,379,840 $128,760 5.71 % Added More 32,000 16.84 % $18,560
Primecap Odyssey Growth Fund (Primecap Odyssey Funds) Multi-Cap Core 0.26 % 2008-07-02 275,500 $2,953,360 $159,790 5.71 % Added More 40,000 16.98 % $23,200
Primecap Odyssey Stock Fund (Primecap Odyssey Funds) Multi-Cap Core 0.77 % 2008-07-02 119,300 $1,278,896 $69,194 5.71 % Added More 37,300 45.48 % $21,634
Profund Vp Biotechnology (Profunds) Health/Biotech 12.09 % 2008-06-27 2,392 $25,642 $1,579 6.56 % No Compare - - % -
Profund Vp Health Care (Profunds) Health/Biotech 4.92 % 2008-06-27 1,296 $13,893 $855 6.56 % No Compare - - % -
Putnam Vt Global Asset Allocation Fund (Putnam Variable Trust) Global Flex Port -9.25 % 2008-05-30 3,136 $33,618 $-4,202 -11.11 % Sold Some -138 -4.21 % $185
Revenueshares Mid Cap Fund (Revenueshares Etf Trust) Mid-Cap Core -8.93 % 2008-05-30 92 $986 $-123 -11.11 % No Compare - - % -
Rydex Inverse Russell 2000 Etf (Rydex Etf Trust) Specialty & Misc 4.98 % 2008-07-07 590 $6,325 $679 12.01 % Added More 300 103.44 % $345
S And P Midcap 400 Pure Growth Etf (Rydex Etf Trust) Mid-Cap Growth 2.26 % 2008-07-07 8,958 $96,030 $10,302 12.01 % Sold Some -1,261 -12.33 % $-1,450
Sa International Small Company Fund (Sa Funds Investment Trust) Small-Cap Core -2.78 % 2008-05-23 17,151 $183,859 $-18,352 -9.07 % New Holding 17,151 100.00 % $-18,352
Small Cap Blend Index Fund (Tiaa Cref Institutional Mutual Funds) Small-Cap Core -7.14 % 2008-06-05 12,198 $130,763 $-22,322 -14.58 % No Compare - - % -
Small Cap Equity Fund (Tiaa Cref Institutional Mutual Funds) Small-Cap Core -7.51 % 2008-06-05 20,000 $214,400 $-36,600 -14.58 % No Compare - - % -
Small Cap Growth Fund (Sei Institutional Managed Trust) Small-Cap Growth -4.54 % 2008-06-09 174,644 $1,872,184 $-174,644 -8.53 % No Compare - - % -
Small Cap Growth Index Fund (Tiaa Cref Institutional Mutual Funds) Small-Cap Growth -6.21 % 2008-06-05 13,346 $143,069 $-24,423 -14.58 % No Compare - - % -
Small Cap Index Fund (John Hancock Funds Ii) Small-Cap Core -5.76 % 2008-05-30 2,749 $29,469 $-3,684 -11.11 % No Compare - - % -
Small Cap Index Fund (Valic Co I) Small-Cap Core -1.50 % 2008-04-29 58,369 $625,716 $-33,270 -5.04 % No Change 58,369 0 % -
Small Cap Index Trust (John Hancock Trust) Small-Cap Core -3.84 % 2008-05-30 19,891 $213,232 $-26,654 -11.11 % Sold Some -1,338 -6.30 % $1,793
Small Cap Portfolio (Seasons Series Trust) Small-Cap Core -5.70 % 2008-06-06 3,903 $41,840 $-4,684 -10.06 % Added More 155 4.13 % $-186
Small Company Growth Fund (John Hancock Funds Ii) Small-Cap Growth -8.38 % 2008-05-30 68,833 $737,890 $-92,236 -11.11 % No Compare - - % -
Small Company Growth Portfolio (Vanguard Variable Insurance Funds) Small-Cap Growth -3.96 % 2008-05-30 None - - - % Sold All -73,200 -100.00 % $98,088
Social Choice Equity Fund (Tiaa Cref Institutional Mutual Funds) Specialty & Misc -6.46 % 2008-06-05 None - - - % Sold All -1,715 -100.00 % $3,138
Special Equity Portfolio (Diversified Investors Portfolios) Specialty & Misc -5.66 % 2008-05-29 125,800 $1,348,576 $-187,442 -12.20 % No Compare - - % -
Ssga Enhanced Small Cap Fund (Ssga Funds) Small-Cap Core -3.20 % 2008-05-07 100 $1,072 $-85 -7.34 % No Change 100 0 % -
State Farm Equity Fund (State Farm Mutual Fund Trust) Specialty & Misc -8.76 % 2008-05-27 16,000 $171,520 $-18,400 -9.68 % No Compare - - % -
Stock Index Account (Tiaa Separate Account Va 1) Specialty & Misc -8.32 % 2008-05-30 4,200 $45,024 $-5,628 -11.11 % New Holding 4,200 100.00 % $-5,628
T Rowe Price Diversified Small Cap Growth Fund Inc (T Rowe Price Diversified Small Cap Growth Fund Inc) Small-Cap Growth -4.79 % 2008-05-29 8,400 $90,048 $-12,516 -12.20 % No Compare - - % -
T Rowe Price Equity Index 500 Fund (T Rowe Price Index Trust Inc) S&P 500 Index -10.16 % 2008-05-30 2,400 $25,728 $-3,216 -11.11 % No Compare - - % -
T Rowe Price Health Sciences Fund Inc (T Rowe Price Health Sciences Fund Inc) Health/Biotech 1.08 % 2008-05-29 250,000 $2,680,000 $-372,500 -12.20 % No Compare - - % -
T Rowe Price Health Sciences Portfolio (T Rowe Price Equity Series Inc) Health/Biotech 1.06 % 2008-05-29 2,500 $26,800 $-3,725 -12.20 % No Compare - - % -
T Rowe Price Mid Cap Growth Fund Inc (T Rowe Price Mid Cap Growth Fund Inc) Mid-Cap Growth -7.17 % 2008-05-29 3,500,000 $37,520,000 $-5,215,000 -12.20 % No Compare - - % -
T Rowe Price Mid Cap Value Fund Inc (T Rowe Price Mid Cap Value Fund Inc) Mid-Cap Value -7.42 % 2008-05-29 350,000 $3,752,000 $-521,500 -12.20 % No Compare - - % -
The United States Treasury Trust (California Investment Trust) Specialty & Misc -7.00 % 2008-05-09 None - - - % Sold All -10,700 -100.00 % $10,165
Total Stock Market Index Trust (John Hancock Trust) Specialty & Misc -8.62 % 2008-05-30 1,807 $19,371 $-2,421 -11.11 % Sold Some -151 -7.71 % $202
Ultra Health Care Proshares (Proshares Trust) Health/Biotech -0.23 % 2008-04-25 714 $7,654 $29 0.37 % Added More 349 95.61 % $14
Ultra Midcap400 Proshares (Proshares Trust) Mid-Cap Core -3.73 % 2008-04-25 3,866 $41,444 $155 0.37 % Sold Some -439 -10.19 % $-18
Ultra Russell2000 Growth Proshares (Proshares Trust) Multi-Cap Growth 0.15 % 2008-04-25 790 $8,469 $32 0.37 % Sold Some -106 -11.83 % $-4
Value Fund (Diversified Investors Funds Group) Multi-Cap Value -8.39 % 2008-05-29 276,000 $2,958,720 $-411,240 -12.20 % Added More 24,400 9.69 % $-36,356
Value Fund (John Hancock Funds Ii) Multi-Cap Core -9.74 % 2008-05-30 20,670 $221,582 $-27,698 -11.11 % No Compare - - % -
Value Fund (Diversified Investors Funds Group Ii) Small-Cap Core -8.39 % 2008-05-29 276,000 $2,958,720 $-411,240 -12.20 % Added More 24,400 9.69 % $-36,356
Value Portfolio (Universal Institutional Funds Inc) Multi-Cap Value -9.46 % 2008-05-29 435,420 $4,667,702 $-648,776 -12.20 % Sold Some -9,300 -2.09 % $13,857
Value Portfolio (Diversified Investors Portfolios) Multi-Cap Value -8.27 % 2008-05-29 138,000 $1,479,360 $-205,620 -12.20 % New Holding 138,000 100.00 % $-205,620
Value Portfolio (Morgan Stanley Institutional Fund Trust) Multi-Cap Value -5.77 % 2008-06-09 182,260 $1,953,827 $-182,260 -8.53 % Added More 1,400 0.77 % $-1,400
Value Trust (John Hancock Trust) Multi-Cap Value -10.94 % 2008-05-30 340,300 $3,648,016 $-456,002 -11.11 % Sold Some -4,600 -1.33 % $6,164
Van Kampen American Value Fund (Van Kampen Series Fund Inc) Mid-Cap Value -9.88 % 2008-05-27 896,310 $9,608,443 $-1,030,757 -9.68 % Added More 33,900 3.93 % $-38,985
Vanguard 500 Index Fund (Vanguard Index Funds) S&P 500 Index -8.92 % 2008-05-30 609,162 $6,530,217 $-816,277 -11.11 % No Compare - - % -
Vanguard Balanced Index Fund (Vanguard Balanced Index Funds) Mixed-Asset Target Al ... -8.82 % 2008-05-30 26,994 $289,376 $-36,172 -11.11 % Added More 1,000 3.84 % $-1,340
Vanguard Extended Market Index Fund (Vanguard Index Funds) Mid-Cap Core -7.21 % 2008-05-30 329,128 $3,528,252 $-441,032 -11.11 % Added More 5,856 1.81 % $-7,847
Vanguard Growth Index Fund (Vanguard Index Funds) Large-Cap Growth -8.08 % 2008-05-30 341,322 $3,658,972 $-457,371 -11.11 % No Compare - - % -
Vanguard Institutional Total Stock Market Index Fund (Vanguard Institutional Index Funds) Specialty & Misc -8.98 % 2008-05-30 47,393 $508,053 $-63,507 -11.11 % No Compare - - % -
Vanguard Small Cap Growth Index Fund (Vanguard Index Funds) Small-Cap Growth -6.18 % 2008-05-30 368,651 $3,951,939 $-493,992 -11.11 % No Compare - - % -
Vanguard Total Stock Market Index Fund (Vanguard Index Funds) Multi-Cap Core -8.91 % 2008-05-30 495,182 $5,308,351 $-663,544 -11.11 % Added More 36,620 7.98 % $-49,071
White Oak Select Growth Fund (Oak Associates Funds) Large-Cap Growth 0.56 % 2008-07-03 520,000 $5,574,400 $468,000 9.16 % No Compare - - % -
Wilmington Fundamentally Weighted Large Company Fund (Wt Mutual Fund) Large-Cap Core -8.93 % 2008-05-29 60 $643 $-89 -12.20 % No Compare - - % -
Wilshire Small Company Growth Portfolio (Wilshire Mutual Funds Inc) Small-Cap Growth -2.43 % 2008-05-23 600 $6,432 $-642 -9.07 % No Compare - - % -
Wisdomtree Midcap Earnings Fund (Wisdomtree Trust) Mid-Cap Core -7.34 % 2008-06-06 125 $1,340 $-150 -10.06 % Sold Some -22 -14.96 % $26
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Listed 133 holdings.
   
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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!
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