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Ameriprise Finl Inc (AMP)

Industry: Invest Mgmnt/Advis ServCountry: United States
 
Number of funds
Global RankCountry RankIndustry Rank
Owned:
781
2001834
Score:
-0.10
7807--
Brand New:
68
3473227
Increased Existing:
167
257--
No Change:
76
196--
Reduced Existing:
221
159--
Liquidated:
74
3533265
No Comparison Available:
175
---
Funds buying shares:
235
2732544
Buying %:
38.77 %
6017363339
Funds not buying/selling shares:
76
---
Neutral %:
12.54 %
---
Funds selling shares:
295
1751613
Selling %:
48.67 %
3980158230
   

Ameriprise Finl Inc (AMP) 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
1798 Global Partners (Cayman Islands) Ltd. Institution -8.25 % 2008-05-15 10,000 $406,600 $-98,600 -19.51 % New Holding 10,000 100.00 % $-98,600
500 Index Trust (John Hancock Trust) S&P 500 Index -9.00 % 2008-05-30 56,209 $2,285,458 $-370,979 -13.96 % Added More 3,288 6.21 % $-21,701
Aberdeen Asset Management Plc Institution -10.41 % 2008-04-16 25,148 $1,022,518 $-272,604 -21.04 % Sold Some -71,552 -73.99 % $775,624
Abner Herrman And Brock Inc Institution -3.39 % 2008-04-09 13,771 $559,929 $-167,868 -23.06 % Sold Some -78 -0.56 % $951
Active Stock Portfolio (Master Investment Portfolio) Specialty & Misc -8.60 % 2008-05-30 198,087 $8,054,217 $-1,307,374 -13.96 % Sold Some -16,169 -7.54 % $106,715
Adage Capital Partners Gp Llc Institution -8.43 % 2008-05-15 210,660 $8,565,436 $-2,077,108 -19.51 % Added More 3,300 1.59 % $-32,538
Adar Investment Management Llc Institution -6.95 % 2008-05-15 None - - - % Sold All -10,000 -100.00 % $98,600
Adirondack Trust Co Institution -2.75 % 2008-05-08 597 % No Change 597 0 % -
Advanced Investment Partners Llc Institution -7.83 % 2008-05-07 40,400 $1,642,664 $-315,928 -16.13 % No Compare - - % -
Advisory Research Inc Institution % 2008-05-14 1,508,144 % Added More 41,332 2.81 %
Agf Funds Inc Institution % 2008-05-14 485,560 % Added More 102,900 26.89 %
Aggressive Growth Portfolio (Variable Insurance Products Iii) Multi-Cap Growth -9.55 % 2008-05-30 72,400 $2,943,784 $-477,840 -13.96 % No Compare - - % -
Aim Charter Fund (Aim Equity Funds) Large-Cap Core 0.34 % 2008-07-03 1,856,595 $75,489,153 $1,448,144 1.95 % No Compare - - % -
Aim Dynamics Fund (Aim Stock Funds) Mid-Cap Growth -5.81 % 2008-04-04 3,736 $151,906 $-51,968 -25.49 % No Compare - - % -
Algert Coldiron Investors Llc Institution % 2008-05-14 85 % Added More 10 13.33 %
All Cap Growth Fund (John Hancock Funds Ii) Multi-Cap Growth -10.25 % 2008-05-30 23,059 $937,579 $-152,189 -13.96 % No Compare - - % -
Alliancebernstein Value Portfolio (Alliancebernstein Variable Products Series Fund Inc) Multi-Cap Value % 2008-05-30 None - - - % Sold All -2,800 -100.00 % $18,480
Alliancebernstein Wealth Appreciation Strategy (Alliancebernstein Portfolios) Global Multi-Cap Grow ... -6.45 % 2008-06-25 13,800 $561,108 $-51,474 -8.40 % No Compare - - % -
Allstate Insurance Co Institution -8.06 % 2008-05-09 26,380 $1,072,611 $-208,930 -16.30 % Sold Some -8,700 -24.80 % $68,904
Alpine Woods Capital Investors Llc Institution -14.95 % 2008-05-09 None - - - % Sold All -3,500 -100.00 % $27,720
American Beacon Balanced Fund (American Beacon Funds) Mixed-Asset Target Al ... % 2008-07-01 None - - - % Sold All -39,907 -100.00 % $30,329
American Century Companies Inc Institution -7.85 % 2008-05-13 540,018 $21,957,132 $-5,108,570 -18.87 % Added More 458,318 560.97 % $-4,335,688
American Independence Financial Services Llc Institution -10.76 % 2008-05-08 37,844 % Added More 37,600 15409.83 %
American International Group Inc Institution -8.17 % 2008-06-02 1,393,837 $56,673,412 $-7,833,364 -12.14 % Added More 295,004 26.84 % $-1,657,922
Americus Capital Advisors Llc Institution -13.92 % 2008-05-15 189,173 $7,691,774 $-1,865,246 -19.51 % Added More 5,046 2.74 % $-49,754
Ameriprise Financial Inc Institution -10.27 % 2008-05-06 42,405 $1,724,187 $-391,822 -18.51 % Sold Some -5,805 -12.04 % $53,638
Ameritas Index 500 Portfolio (Calvert Variable Series Inc) S&P 500 Index -9.11 % 2008-05-30 1,552 $63,104 $-10,243 -13.96 % No Compare - - % -
Amvescap Plc Institution % 2008-05-14 288,447 % Sold Some -2,433,871 -89.40 %
Analytic Investors Inc Institution -10.41 % 2008-05-20 49,474 $2,011,613 $-370,560 -15.55 % Sold Some -122,223 -71.18 % $915,450
Aperio Group Llc Institution -9.08 % 2008-05-12 21,498 $874,109 $-202,511 -18.80 % Added More 6,309 41.53 % $-59,431
Apg All Pensions Group Institution -8.61 % 2008-05-13 373,428 $15,183,582 $-3,532,629 -18.87 % No Compare - - % -
Aqr Capital Management Llc Institution -8.56 % 2008-05-15 596,135 $24,238,849 $-5,877,891 -19.51 % Added More 17,400 3.00 % $-171,564
Argyll Research Llc Institution -5.93 % 2008-06-06 44,700 $1,817,502 $-228,417 -11.16 % Added More 30,500 214.78 % $-155,855
Armstrong Shaw Associates Inc/Ct Institution -10.55 % 2008-05-05 4,445 $180,734 $-38,494 -17.55 % No Change 4,445 0 % -
Arnhold And S Bleichroeder Advisers Llc Institution -6.57 % 2008-05-13 31,260 $1,271,032 $-295,720 -18.87 % No Change 31,260 0 % -
Aronson And Johnson And Ortiz Lp Institution -9.25 % 2008-05-15 3,500,300 $142,322,198 $-34,512,958 -19.51 % Added More 3,157,600 921.38 % $-31,133,936
Arrow Financial Corp Institution % 2008-05-14 100 % No Change 100 0 % -
Ashfield Capital Partners Llc Institution % 2008-05-14 10,449 % Sold Some -502 -4.58 %
Asset Advisors Corp Institution -8.33 % 2008-05-13 6,960 $282,994 $-65,842 -18.87 % No Change 6,960 0 % -
Asset Allocation Account (Principal Variable Contracts Fund Inc) Specialty & Misc -8.96 % 2008-05-29 880 $35,781 $-5,597 -13.52 % No Compare - - % -
Asset Allocation Fund (Valic Co I) Specialty & Misc -7.12 % 2008-04-29 6,529 $265,469 $-42,504 -13.80 % Sold Some -210 -3.11 % $1,367
Asset Allocation Portfolio (Anchor Series Trust) Specialty & Misc -8.90 % 2008-05-30 6,300 $256,158 $-41,580 -13.96 % No Compare - - % -
Asset Allocation: Diversified Growth Portfolio (Seasons Series Trust) Specialty Dvsfd Eq -7.94 % 2008-06-06 11,516 $468,241 $-58,847 -11.16 % Sold Some -11,950 -50.92 % $61,065
Assetmark Fundamental Index Large Company Growth Fund (Assetmark Funds) Large-Cap Growth -5.64 % 2008-06-09 2,487 $101,121 $-11,689 -10.36 % Added More 675 37.25 % $-3,173
Assetmark Large Cap Value Fund (Assetmark Funds) Multi-Cap Value -7.93 % 2008-06-09 57,970 $2,357,060 $-272,459 -10.36 % Added More 20,200 53.48 % $-94,940
Atherton Lane Advisers Llc Institution -9.49 % 2008-05-15 5,120 $208,179 $-50,483 -19.51 % Sold Some -275 -5.09 % $2,712
Auxier Focus Fund (Forum Funds) Multi-Cap Value -0.40 % 2008-06-27 1,280 $52,045 $-1,485 -2.77 % No Compare - - % -
Aviva Plc Institution % 2008-05-14 299,347 % Added More 255,822 587.75 %
Axa Institution -11.70 % 2008-05-15 559,216 $22,737,723 $-5,513,870 -19.51 % Sold Some -82,085 -12.79 % $809,358
Azl Davis Ny Venture Fund (Allianz Variable Insurance Products Trust) Specialty & Misc -11.79 % 2008-05-30 3,245,810 $131,974,635 $-21,422,346 -13.96 % Added More 3,158,910 3635.10 % $-20,848,806
Azl Oppenheimer Main Street Fund (Allianz Variable Insurance Products Trust) Specialty & Misc -9.90 % 2008-05-30 5,400 $219,564 $-35,640 -13.96 % No Compare - - % -
Azl S And P 500 Index Fund (Allianz Variable Insurance Products Trust) S&P 500 Index -8.97 % 2008-05-30 500 $20,330 $-3,300 -13.96 % No Compare - - % -
Babson Capital Management Llc Institution % 2008-05-14 41,487 % Sold Some -9,280 -18.27 %
Baird Robert W And Co Inc Institution -8.36 % 2008-05-02 35,157 $1,429,484 $-344,539 -19.42 % Added More 1,199 3.53 % $-11,750
Balanced Account (Principal Variable Contracts Fund Inc) Flexible Portfolio -8.72 % 2008-05-29 2,848 $115,800 $-18,113 -13.52 % No Compare - - % -
Balanced Assets (Sunamerica Equity Funds) Mixed-Asset Target Al ... -5.60 % 2008-06-06 15,300 $622,098 $-78,183 -11.16 % New Holding 15,300 100.00 % $-78,183
Balanced Fund (Bridgeway Funds Inc) Mixed-Asset Target Al ... 5.25 % 2008-07-08 2,780 $113,035 $-3,030 -2.61 % No Compare - - % -
Balanced Fund (Sti Classic Funds) Flexible Portfolio -6.89 % 2008-06-06 456,946 $18,579,424 $-2,334,994 -11.16 % Sold Some -60,800 -11.74 % $310,688
Balanced Portfolio (Variable Insurance Products Iii) Flexible Portfolio -10.41 % 2008-05-30 15,380 $625,351 $-101,508 -13.96 % Added More 4,400 40.07 % $-29,040
Balanced Portfolio (Diversified Investors Portfolios) Flexible Portfolio -9.34 % 2008-05-29 6,920 $281,367 $-44,011 -13.52 % No Change 6,920 0 % -
Balanced Portfolio (Janus Aspen Series) Mixed-Asset Target Al ... -4.99 % 2008-05-08 None - - - % Sold All -200 -100.00 %
Banced Corp Institution 0.96 % 2008-07-03 None - - - % Sold All -10,484 -100.00 % $-8,178
Bank Of America Corp Institution -8.59 % 2008-05-12 2,706,153 $110,032,181 $-25,491,961 -18.80 % Added More 892,465 49.20 % $-8,407,020
Bank Of Hawaii Institution -7.52 % 2008-04-28 1,997 $81,198 $-13,580 -14.32 % No Change 1,997 0 % -
Bank Of New York Mellon Corp Institution % 2008-05-14 3,138,157 % Added More 370,245 13.37 %
Barclays Global Investors Uk Holdings Ltd Institution -7.25 % 2008-04-30 21,090,904 $857,556,157 $-144,050,874 -14.38 % Sold Some -207,018 -0.97 % $1,413,933
Barclays Plc Institution % 2008-05-14 125,572 % Sold Some -299,719 -70.47 %
Barrett Associates Inc / Ny Institution -5.83 % 2008-05-15 40,650 $1,652,829 $-400,809 -19.51 % No Change 40,650 0 % -
Bartlett & Co Institution -6.91 % 2008-05-15 21,721 $883,176 $-214,169 -19.51 % Sold Some -149 -0.68 % $1,469
Batterymarch Financial Management Inc Institution -8.03 % 2008-05-15 30,153 $1,226,021 $-297,309 -19.51 % Sold Some -7,733 -20.41 % $76,247
Bb And T Corp Institution 2.27 % 2008-07-09 4,918 $199,966 $4,918 2.52 % Sold Some -796 -13.93 % $-796
Bear Stearns And Co Inc Institution -8.02 % 2008-05-15 18,880 $767,661 $-186,157 -19.51 % Sold Some -211,904 -91.81 % $2,089,373
Berkeley Capital Management Llc Institution % 2008-07-17 209,357 % Sold Some -68,200 -24.57 %
Bessemer Group Inc Institution -7.75 % 2008-05-15 8,153 $331,501 $-80,389 -19.51 % New Holding 8,153 100.00 % $-80,389
Black Mesa Capital Llc Institution -10.52 % 2008-05-12 82,194 $3,342,008 $-774,267 -18.80 % Added More 21,335 35.05 % $-200,976
Blackrock Advisors Llc Institution -6.89 % 2008-04-23 270,765 $11,009,305 $-1,730,188 -13.58 % Added More 188,010 227.18 % $-1,201,384
Blackrock Asset Allocation (Blackrock Funds) Flexible Portfolio 3.17 % 2008-07-11 61,125 $2,485,343 $94,744 3.96 % No Compare - - % -
Blackrock Inc Institution -4.86 % 2008-04-23 24,566 $998,854 $-156,977 -13.58 % Added More 2,300 10.32 % $-14,697
Blackrock Investment Management Llc Institution -6.88 % 2008-04-23 1,804,089 $73,354,259 $-11,528,129 -13.58 % Added More 1,316,398 269.92 % $-8,411,783
Blackstone Kailix Advisors L.L.C. Institution -14.57 % 2008-05-15 1,480,953 $60,215,549 $-14,602,197 -19.51 % No Compare - - % -
Blair William And Co Institution -7.25 % 2008-05-13 11,573 $470,558 $-109,481 -18.87 % Sold Some -3,407 -22.74 % $32,230
Blb&B Advisors Llc Institution -10.44 % 2008-05-06 5,954 $242,090 $-55,015 -18.51 % Sold Some -60 -0.99 % $554
Blue Chip Fund (First Investors Life Series Funds) Large-Cap Core -11.55 % 2008-05-30 None - - - % Sold All -6,500 -100.00 % $42,900
Blue Chip Fund (First Investors Equity Funds) Large-Cap Core -7.36 % 2008-06-05 17,900 $727,814 $-128,522 -15.00 % No Change 17,900 0 % -
Blue Chip Growth Fund (Valic Co I) Multi-Cap Growth -5.84 % 2008-04-29 31,540 $1,282,416 $-205,325 -13.80 % No Compare - - % -
Blue Chip Growth Fund (John Hancock Funds Ii) Large-Cap Growth -8.19 % 2008-05-30 296,789 $12,067,441 $-1,958,807 -13.96 % No Compare - - % -
Blue Chip Growth Trust (John Hancock Trust) Multi-Cap Growth -9.66 % 2008-05-30 None - - - % Sold All -369,151 -100.00 % $2,436,397
Bnp Paribas Arbitrage Sa Institution -10.73 % 2008-05-13 36,353 $1,478,113 $-343,899 -18.87 % Added More 7,494 25.96 % $-70,893
Bnp Paribas Asset Management S A S Institution -8.68 % 2008-05-13 7,326 $297,875 $-69,304 -18.87 % No Change 7,326 0 % -
Bny Hamilton Large Cap Growth Fund (Bny Hamilton Funds Inc) Large-Cap Growth -9.21 % 2008-05-30 27,850 $1,132,381 $-183,810 -13.96 % No Change 27,850 0 % -
Bny Hamilton Large Cap Value Fund (Bny Hamilton Funds Inc) Large-Cap Value -8.97 % 2008-05-30 27,010 $1,098,227 $-178,266 -13.96 % New Holding 27,010 100.00 % $-178,266
Bny Hamilton Money Fund (Bny Hamilton Funds Inc) Specialty & Misc -9.63 % 2008-05-30 2,258 $91,810 $-14,903 -13.96 % Sold Some -57 -2.46 % $376
Bond Fund (Tiaa Cref Institutional Mutual Funds) Specialty & Misc -9.30 % 2008-06-05 4,251,700 $172,874,122 $-30,527,206 -15.00 % No Compare - - % -
Bond Index Fund (Barclays Global Investors Funds) Specialty & Misc -8.93 % 2008-05-30 51,584 $2,097,405 $-340,454 -13.96 % Added More 1,048 2.07 % $-6,917
Boston Common Asset Management Llc Institution -7.59 % 2008-05-20 5,623 $228,631 $-42,116 -15.55 % No Compare - - % -
Boston Research And Management Inc Institution 1.59 % 2008-07-08 7,824 $318,124 $-8,528 -2.61 % Sold Some -214 -2.66 % $233
Boston Trust And Investment Management Co Institution -6.76 % 2008-05-12 2,610 $106,123 $-24,586 -18.80 % No Change 2,610 0 % -
Boyar Asset Management Inc Institution % 2008-05-14 156,860 % Sold Some -1,020 -0.64 %
Boyar Value Fund Inc (Boyar Value Fund Inc) Multi-Cap Value -10.21 % 2008-05-30 16,500 $670,890 $-108,900 -13.96 % No Change 16,500 0 % -
Bp Plc Institution -12.09 % 2008-05-12 36,000 $1,463,760 $-339,120 -18.80 % No Compare - - % -
Bragg Financial Advisors Inc Institution % 2008-05-14 None - - - % Sold All -5,583 -100.00 %
Brahman Capital Corp Institution -11.94 % 2008-05-15 2,279,580 $92,687,723 $-22,476,659 -19.51 % Sold Some -587,900 -20.50 % $5,796,694
Brandywine Asset Management Llc Institution -9.26 % 2008-05-15 47,765 $1,942,125 $-470,963 -19.51 % Added More 4,600 10.65 % $-45,356
Braun Stacey Associates Inc Institution 1.38 % 2008-07-18 216,184 $8,790,041 $188,080 2.18 % Sold Some -5,076 -2.29 % $-4,416
Brokerage And Investment Management Portfolio (Fidelity Select Portfolios) Specialty & Misc -15.35 % 2008-04-29 900 $36,594 $-5,859 -13.80 % No Compare - - % -
Brown Advisory Securities Llc Institution 9.45 % 2008-05-15 None - - - % Sold All -381 -100.00 % $3,757
Brown Brothers Harriman And Co Institution -5.78 % 2008-05-12 17,751 $721,756 $-167,214 -18.80 % Sold Some -3,880 -17.93 % $36,550
Brown Investment Advisory And Trust Co Institution -6.29 % 2008-04-25 5,673 $230,664 $-41,073 -15.11 % Added More 246 4.53 % $-1,781
Bryn Mawr Trust Co Institution -7.93 % 2008-04-30 882 $35,862 $-6,024 -14.38 % No Change 882 0 % -
Bull Profund (Profunds) Large-Cap Core -0.95 % 2008-06-27 2,114 $85,955 $-2,452 -2.77 % No Compare - - % -
Burnham Asset Management Corp Institution -6.76 % 2008-05-13 53,673 $2,182,344 $-507,747 -18.87 % Added More 50,000 1361.28 % $-473,000
Burnham Financial Industries Fund (Burnham Investors Trust) Specialty & Misc -21.20 % 2008-05-08 3 % New Holding 3 100.00 %
Burnham Financial Services Fund (Burnham Investors Trust) Specialty & Misc -16.95 % 2008-05-08 3 % New Holding 3 100.00 %
Butler Wick Trust Co Institution -4.48 % 2008-04-11 4,000 $162,640 $-41,840 -20.46 % No Change 4,000 0 % -
Caisse De Depot Et Placement Du Quebec Institution -12.30 % 2008-05-13 None - - - % Sold All -45,186 -100.00 % $427,460
Calamos Advisors Llc Institution -10.19 % 2008-05-13 3,004,613 $122,167,565 $-28,423,639 -18.87 % Added More 6,458 0.21 % $-61,093
Calamos Growth And Income Portfolio (Calamos Advisors Trustil) Multi-Cap Growth -4.73 % 2008-05-07 3,000 $121,980 $-23,460 -16.13 % No Compare - - % -
California Public Employees Retirement System Institution -7.66 % 2008-04-28 1,319,745 $53,660,832 $-8,974,266 -14.32 % Added More 58,875 4.66 % $-400,350
California State Teachers Retirement System Institution -7.51 % 2008-04-22 385,730 $15,683,782 $-3,714,580 -19.14 % Added More 33,800 9.60 % $-325,494
Canada Pension Plan Investment Board Institution 1.00 % 2008-07-10 637,150 $25,906,519 $866,524 3.46 % Added More 285,075 80.96 % $387,702
Capital City Trust Co Institution -9.07 % 2008-04-25 70 $2,846 $-507 -15.11 % No Change 70 0 % -
Capital Guardian Trust Co Institution -9.52 % 2008-05-15 300 $12,198 $-2,958 -19.51 % New Holding 300 100.00 % $-2,958
Capital One National Association Institution -7.01 % 2008-04-25 5,271 $214,319 $-38,162 -15.11 % Sold Some -361 -6.40 % $2,614
Capital Value Account (Principal Variable Contracts Fund Inc) Multi-Cap Value -9.03 % 2008-05-29 26,073 $1,060,128 $-165,824 -13.52 % No Compare - - % -
Capstone Asset Management Co Institution 1.93 % 2008-07-09 22,622 $919,811 $22,622 2.52 % Added More 60 0.26 % $60
Carlson Capital L P Institution % 2008-05-14 None - - - % Sold All -150,000 -100.00 %
Carret Asset Management Institution % 2008-05-14 28,939 % Added More 100 0.34 %
Castle Point Capital Management Llc Institution % 2008-05-14 75,000 % Sold Some -100,000 -57.14 %
Caxton Associates Llc Institution -9.83 % 2008-05-15 19,509 $793,236 $-192,359 -19.51 % Sold Some -89,111 -82.03 % $878,634
Ccm Partners Institution % 2008-05-14 1,978 % No Change 1,978 0 % -
Central Bank And Trust Co Institution 0.20 % 2008-07-10 1,029 $41,839 $1,399 3.46 % Sold Some -1,488 -59.11 % $-2,024
Chartwell Investment Partners Institution -4.60 % 2008-04-24 89,041 $3,620,407 $-640,205 -15.02 % New Holding 89,041 100.00 % $-640,205
Chestnut Street Exchange Fund (Chestnut Street Exchange Fund) Large-Cap Core -7.46 % 2008-05-13 22,266 $905,336 $-210,636 -18.87 % No Compare - - % -
Cheswick Wright Wealth Management Llc Institution -9.02 % 2008-05-06 6,604 $268,519 $-61,021 -18.51 % Sold Some -90 -1.34 % $832
Chevy Chase Bank Institution -9.57 % 2008-05-15 109,080 $4,435,193 $-1,075,529 -19.51 % Sold Some -103,546 -48.69 % $1,020,964
Chittenden Trust Co Institution -0.31 % 2008-01-22 4,418 $179,636 $-35,742 -16.59 % Sold Some -639 -12.63 % $5,170
Chronim Investments Inc Institution 0.00 % 2008-07-22 700 $28,462 $0 0.00 % No Compare - - % -
Cibc World Markets Corp Institution -3.95 % 2008-06-19 None - - - % Sold All -10,865 -100.00 % $59,540
Citigroup Inc Institution % 2008-05-14 348,090 % Added More 168,997 94.36 %
Citizens Bank Wealth Management Na Institution -8.21 % 2008-05-07 440 $17,890 $-3,441 -16.13 % Sold Some -10 -2.22 % $78
Clarivest Asset Management Llc Institution -4.53 % 2008-04-23 4,820 $195,981 $-30,800 -13.58 % Sold Some -700 -12.68 % $4,473
Claymore Advisors Llc Institution -8.91 % 2008-05-09 32,480 $1,320,637 $-257,242 -16.30 % Sold Some -17,850 -35.46 % $141,372
Claymoreclear Global Exchanges Brokers Asset Managers (Claymore Exchange-Traded Fund Trust 2) Global Flex Port -19.14 % 2008-05-06 21,881 $889,681 $-202,180 -18.51 % Added More 10,219 87.62 % $-94,424
Claymoremorningstar Services Super Sector Index Etf (Claymore Exchange Traded Fund Trust) Specialty & Misc -9.89 % 2008-05-05 130 $5,286 $-1,126 -17.55 % No Change 130 0 % -
Clearbridge Advisors Llc Institution -10.37 % 2008-05-15 10,525 $427,947 $-103,777 -19.51 % Sold Some -818 -7.21 % $8,065
Clinton Group Inc Institution % 2008-07-16 16,710 % New Holding 16,710 100.00 %
Clipper Fund Inc (Clipper Fund Inc) Multi-Cap Value -12.27 % 2008-05-30 1,508,977 $61,355,005 $-9,959,248 -13.96 % Sold Some -134,063 -8.15 % $884,816
Clover Capital Management Inc Institution -6.52 % 2008-05-12 32,798 $1,333,567 $-308,957 -18.80 % Added More 2,659 8.82 % $-25,048
Cmg Mid Cap Value Fund (Columbia Funds Institutional Trust) Mid-Cap Value -5.21 % 2008-06-23 3,300 $134,178 $-11,187 -7.69 % No Compare - - % -
Cna Financial Corp Institution -12.83 % 2008-05-15 550 $22,363 $-5,423 -19.51 % No Change 550 0 % -
Cohen Klingenstein And Marks Inc Institution -8.78 % 2008-05-01 9,692 $394,077 $-91,783 -18.89 % No Change 9,692 0 % -
Columbia Asset Allocation Fund (Columbia Funds Series Trust I) Specialty & Misc -2.54 % 2008-07-01 2,200 $89,452 $-1,672 -1.83 % No Compare - - % -
Columbia Asset Allocation Fund Ii (Columbia Funds Series Trust) Specialty & Misc -7.61 % 2008-06-06 1,200 $48,792 $-6,132 -11.16 % No Compare - - % -
Columbia Asset Allocation Fund Variable Series (Columbia Funds Variable Insurance Trust) Specialty & Misc -9.81 % 2008-05-27 1,400 $56,924 $-7,518 -11.66 % New Holding 1,400 100.00 % $-7,518
Columbia International Fund Variable Series (Columbia Funds Variable Insurance Trust) Global Flex Port -4.71 % 2008-05-27 11,366 $462,142 $-61,035 -11.66 % Added More 9,734 596.44 % $-52,272
Columbia Large Cap Core Master Portfolio (Columbia Funds Master Investment Trust Llc) Large-Cap Core -14.82 % 2008-05-08 None - - - % Sold All -96,680 -100.00 %
Columbia Mid Cap Value Fund (Columbia Funds Series Trust) Mid-Cap Value -8.70 % 2008-06-06 1,442,800 $58,664,248 $-7,372,708 -11.16 % No Compare - - % -
Comerica Bank Institution -8.31 % 2008-05-13 111,841 $4,547,455 $-1,058,016 -18.87 % Sold Some -16,816 -13.07 % $159,079
Commerce Bank N A Institution -3.02 % 2008-04-29 15,689 $637,915 $-102,135 -13.80 % Added More 959 6.51 % $-6,243
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys Institution -8.34 % 2008-04-28 151,378 $6,155,029 $-1,029,370 -14.32 % Sold Some -2,295 -1.49 % $15,606
Concordia Advisors Bermuda Ltd Institution -12.52 % 2008-05-16 None - - - % Sold All -1,068 -100.00 % $9,794
Connable Office Inc Institution 2.45 % 2008-05-08 5,600 % Added More 610 12.22 %
Conning Asset Management Co Institution -8.98 % 2008-04-25 21,009 $854,226 $-152,105 -15.11 % Sold Some -568 -2.63 % $4,112
Conservative Balanced Portfolio (Prudential Series Fund) Flexible Portfolio -9.38 % 2008-05-30 24,820 $1,009,181 $-163,812 -13.96 % New Holding 24,820 100.00 % $-163,812
Contravisory Research & Management Corp. Institution -2.21 % 2008-04-24 None - - - % Sold All -240 -100.00 % $1,726
Cookson Peirce & Co Inc Institution -6.48 % 2008-05-02 None - - - % Sold All -26,640 -100.00 % $261,072
Cornerstone Progressive Return Fund Institution -6.23 % 2008-05-23 5,000 $203,300 $-27,600 -11.95 % No Compare - - % -
Cornerstone Total Return Fund Inc Institution -6.46 % 2008-05-23 1,220 $49,605 $-6,734 -11.95 % No Compare - - % -
Credit Agricole S A Institution % 2008-05-14 938,049 % Sold Some -370,486 -28.31 %
Credit Suisse/ Institution -11.12 % 2008-05-16 544,621 $22,144,290 $-4,994,175 -18.40 % Sold Some -21,332 -3.76 % $195,614
Dai Ichi Mutual Life Insurance Co Institution -8.13 % 2008-05-13 13,278 $539,883 $-125,610 -18.87 % Added More 180 1.37 % $-1,703
Dassori F Davis Jr Institution 0.56 % 2008-07-01 None - - - % Sold All -4,684 -100.00 % $3,560
Davenport & Co Llc Institution -9.10 % 2008-04-17 814,316 $33,110,089 $-8,819,042 -21.03 % No Compare - - % -
Davidson D A And Co Institution -7.96 % 2008-05-13 2,156 $87,663 $-20,396 -18.87 % Sold Some -45 -2.04 % $426
Davidson Investment Advisors Institution -6.38 % 2008-05-13 6,825 $277,505 $-64,565 -18.87 % No Compare - - % -
Davis Financial Portfolio (Davis Variable Account Fund Inc) Specialty & Misc -11.89 % 2008-05-30 46,360 $1,884,998 $-305,976 -13.96 % Sold Some -58,360 -55.72 % $385,176
Davis Selected Advisers Institution -9.68 % 2008-05-29 14,236,435 $578,853,447 $-90,543,727 -13.52 % No Compare - - % -
Davis Value Portfolio (Davis Variable Account Fund Inc) Multi-Cap Value -10.14 % 2008-05-30 86,570 $3,519,936 $-571,362 -13.96 % Sold Some -149,570 -63.33 % $987,162
Dearborn Partners Llc Institution -8.48 % 2008-05-07 488 $19,842 $-3,816 -16.13 % Added More 77 18.73 % $-602
Dimensional Fund Advisors Inc Institution -7.82 % 2008-05-05 254,130 $10,332,926 $-2,200,766 -17.55 % Sold Some -14 0.00 % $121
Disciplined Large Cap Value Active Extension Portfolio (Morgan Stanley Institutional Fund Inc) Large-Cap Value -10.82 % 2008-05-29 1,856 $75,465 $-11,804 -13.52 % No Compare - - % -
Disciplined Largecap Blend Fund (Principal Investors Fund Inc) Large-Cap Core 0.84 % 2008-07-07 220,964 $8,984,396 $278,415 3.19 % No Compare - - % -
Discovery Management Ltd Institution % 2008-05-14 100 % New Holding 100 100.00 %
Dlibj Asset Management Co Ltd Institution -8.41 % 2008-05-07 27,550 $1,120,183 $-215,441 -16.13 % Sold Some -319 -1.14 % $2,495
Dodge And Cox Institution % 2008-05-14 23,227 % Sold Some -1,300 -5.30 %
Dow Jones Wilshire 5000 Index Portfolio (Wilshire Mutual Funds Inc) Multi-Cap Core -6.73 % 2008-05-23 None - - - % Sold All -3,880 -100.00 % $21,418
Drake Asset Management Llc Institution -12.03 % 2008-05-13 10,000 $406,600 $-94,600 -18.87 % No Change 10,000 0 % -
Dresdner Bank Ag Institution -10.64 % 2008-05-15 390,636 $15,883,260 $-3,851,671 -19.51 % Added More 132,979 51.61 % $-1,311,173
Dryden Stock Index Fund (Dryden Index Series Fund) Specialty & Misc -9.12 % 2008-06-05 26,271 $1,068,179 $-188,626 -15.00 % No Compare - - % -
Dws Balanced Fund (Dws Balanced Fund) Flexible Portfolio 0.00 % 2008-07-02 87,400 $3,553,684 $49,818 1.42 % No Compare - - % -
Dws Balanced Vip (Dws Variable Series Ii) Flexible Portfolio -8.84 % 2008-05-30 4,100 $166,706 $-27,060 -13.96 % Sold Some -23,400 -85.09 % $154,440
Dws Davis Venture Value Vip (Dws Variable Series Ii) Multi-Cap Value -9.90 % 2008-05-30 41,720 $1,696,335 $-275,352 -13.96 % Sold Some -18,000 -30.14 % $118,800
Dws Equity 500 Index Fund (Dws Institutional Funds) S&P 500 Index -8.97 % 2008-06-05 123,616 $5,026,227 $-887,563 -15.00 % Added More 61,808 100.00 % $-443,781
Dws Equity 500 Index Portfolio (Dws Equity 500 Index Portfolio) S&P 500 Index -8.51 % 2008-05-29 61,808 $2,513,113 $-393,099 -13.52 % Sold Some -61,808 -50.00 % $393,099
Dws Equity 500 Index Vip (Dws Investments Vit Funds) S&P 500 Index -8.53 % 2008-05-29 20,105 $817,469 $-127,868 -13.52 % No Compare - - % -
Dws S And P 500 Index Fund (Dws Investment Trust) S&P 500 Index -1.18 % 2008-06-26 61,808 $2,513,113 $-148,339 -5.57 % No Compare - - % -
Dws Value Builder Fund (Dws Value Builder Fund Inc) Multi-Cap Value -7.66 % 2008-06-05 29,600 $1,203,536 $-212,528 -15.00 % New Holding 29,600 100.00 % $-212,528
Eagle Asset Management Inc Institution % 2008-07-17 129,289 % New Holding 129,289 100.00 %
Eagle Global Advisors Llc Institution -13.40 % 2008-04-28 4,173 $169,674 $-28,376 -14.32 % Added More 220 5.56 % $-1,496
Eaton Vance Balanced Fund (Eaton Vance Special Investment Trust) Flexible Portfolio -10.76 % 2008-05-30 3,950,000 $160,607,000 $-26,070,000 -13.96 % New Holding 3,950,000 100.00 % $-26,070,000
Eaton Vance Risk-Managed Diversified Equity Income Fund Institution -8.26 % 2008-05-30 None - - - % Sold All -132,871 -100.00 % $876,949
Eaton Vance Tax Managed Growth Fund 1 0 (Eaton Vance Series Trust) Multi-Cap Growth -37.48 % 2008-05-30 None - - - % Sold All -66,443 -100.00 % $438,524
Eaton Vance Tax-Managed Buy-Write Opportunities Fund Institution -9.34 % 2008-05-30 12,435 $505,607 $-82,071 -13.96 % No Change 12,435 0 % -
Ellington Management Group Llc Institution -4.82 % 2008-05-13 None - - - % Sold All -4,400 -100.00 % $41,624
Emerson Investment Management Inc Institution -8.57 % 2008-05-07 69,420 $2,822,617 $-542,864 -16.13 % Sold Some -480 -0.68 % $3,754
Employees Retirement System Of Texas Institution -8.96 % 2008-05-12 91,000 $3,700,060 $-857,220 -18.80 % No Change 91,000 0 % -
Endicott Management Co Institution -1.56 % 2008-05-01 122,000 $4,960,520 $-1,155,340 -18.89 % Added More 61,000 100.00 % $-577,670
Engebretson Capital Management Inc Institution -12.04 % 2008-05-13 None - - - % Sold All -800 -100.00 % $7,568
Eqalliancebernstein Common Stock Portfolio (Eq Advisors Trust) Specialty & Misc -9.53 % 2008-05-29 94,100 $3,826,106 $-598,476 -13.52 % No Compare - - % -
Eqalliancebernstein Value Portfolio (Eq Advisors Trust) Multi-Cap Value -9.41 % 2008-05-29 132,800 $5,399,648 $-844,608 -13.52 % No Compare - - % -
Eqdavis New York Venture Portfolio (Eq Advisors Trust) Specialty & Misc -9.54 % 2008-05-29 80,450 $3,271,097 $-511,662 -13.52 % No Compare - - % -
Eqequity 500 Index Portfolio (Eq Advisors Trust) S&P 500 Index -8.70 % 2008-05-29 66,590 $2,707,549 $-423,512 -13.52 % No Compare - - % -
Eqgovernment Securities Portfolio (Eq Advisors Trust) Specialty & Misc -9.03 % 2008-05-29 3,000 $121,980 $-19,080 -13.52 % No Compare - - % -
Eqoppenheimer Main Street Opportunity Portfolio (Eq Advisors Trust) Specialty & Misc -8.50 % 2008-05-29 1,380 $56,111 $-8,777 -13.52 % No Compare - - % -
Equitrust Investment Management Services Inc Institution -8.11 % 2008-05-15 17,362 $705,939 $-171,189 -19.51 % No Change 17,362 0 % -
Equity Income Account (Principal Variable Contracts Fund Inc) Equity Income -10.22 % 2008-05-29 55,500 $2,256,630 $-352,980 -13.52 % No Compare - - % -
Equity Income Fund (Principal Investors Fund Inc) Equity Income 1.14 % 2008-07-07 421,500 $17,138,190 $531,090 3.19 % No Compare - - % -
Equity Index Fund (Bb And T Funds) S&P 500 Index -7.88 % 2008-06-02 51,584 $2,097,405 $-289,902 -12.14 % Added More 1,048 2.07 % $-5,890
Equity Index Fund (Tiaa Cref Institutional Mutual Funds) Specialty & Misc -9.28 % 2008-06-05 3,324,828 $135,187,506 $-23,872,265 -15.00 % Added More 3,306,505 18045.65 % $-23,740,706
Equity Index Portfolio (Vanguard Variable Insurance Funds) Specialty & Misc -9.17 % 2008-05-30 41,688 $1,695,034 $-275,141 -13.96 % Sold Some -800 -1.88 % $5,280
Essex Investment Management Co Llc Institution -4.54 % 2008-05-15 100 $4,066 $-986 -19.51 % No Change 100 0 % -
Etrade International Index Fund (E Trade Funds) International Multi-C ... -8.59 % 2008-05-28 6,733 $273,764 $-37,166 -11.95 % No Compare - - % -
European Investors Inc Institution -8.88 % 2008-04-30 36,465 $1,482,667 $-249,056 -14.38 % Added More 2,000 5.80 % $-13,660
Exxonmobil Investment Management Inc Institution 4.58 % 2008-07-15 67,563 $2,747,112 $274,306 11.09 % Sold Some -929 -1.35 % $-3,772
F And C Asset Management Plc Institution -9.35 % 2008-05-16 177,544 $7,218,939 $-1,628,078 -18.40 % Sold Some -15,144 -7.85 % $138,870
Fairfield Research Corp Institution -13.42 % 2008-05-08 3,010 % Sold Some -400 -11.73 %
Falcon Investment Management Llc Institution -14.88 % 2008-05-15 1,420 $57,737 $-14,001 -19.51 % No Change 1,420 0 % -
Family Capital Trust Co Na Institution 0.13 % 2008-04-24 3,680 $149,629 $-26,459 -15.02 % Sold Some -130 -3.41 % $935
Farmers And Merchants Investments Inc Institution -5.33 % 2008-04-29 None - - - % Sold All -35 -100.00 % $228
Fbr Large Cap Financial Fund (Fbr Funds) Financial Services 6.21 % 2008-07-01 1,500 $60,990 $-1,140 -1.83 % No Compare - - % -
Fbr Pegasus Fund (Fbr Funds) Multi-Cap Value -0.20 % 2008-07-01 4,125 $167,723 $-3,135 -1.83 % No Compare - - % -
Fcm Investments Institution 0.15 % 2008-04-16 None - - - % Sold All -1,440 -100.00 % $15,610
Federated Investors Inc Institution -8.68 % 2008-05-15 1,387,902 $56,432,095 $-13,684,714 -19.51 % Added More 426,330 44.33 % $-4,203,614
Ferris Baker Watts Incorporated Institution -9.65 % 2008-05-12 2,414 $98,153 $-22,740 -18.80 % New Holding 2,414 100.00 % $-22,740
Fidelity Aggressive Growth Fund (Fidelity Mt Vernon Street Trust) Multi-Cap Growth -5.06 % 2008-04-29 2,345,809 $95,380,594 $-15,271,217 -13.80 % No Compare - - % -
Fidelity Exchange Fund (Fidelity Exchange Fund) Large-Cap Core -9.57 % 2008-05-30 39,100 $1,589,806 $-258,060 -13.96 % No Change 39,100 0 % -
Fidelity International Ltd Institution % 2008-05-14 65,600 % Sold Some -539,709 -89.16 %
Fidelity Mid Cap Enhanced Index Fund (Fidelity Commonwealth Trust Ii) Mid-Cap Core -4.77 % 2008-04-30 645 $26,226 $-4,405 -14.38 % No Compare - - % -
Fidelity Stock Selector (Fidelity Capital Trust) Specialty & Misc -2.66 % 2008-06-27 56,080 $2,280,213 $-65,053 -2.77 % No Compare - - % -
Fiduciary Management Associates Llc Institution -7.04 % 2008-05-07 None - - - % Sold All -133,700 -100.00 % $1,045,534
Fiduciary Trust Co Institution -6.54 % 2008-05-12 5,056 $205,577 $-47,628 -18.80 % Sold Some -2,408 -32.26 % $22,683
Fifth Third Asset Management Inc Institution -8.75 % 2008-05-15 44,195 $1,796,969 $-435,763 -19.51 % Sold Some -1,717 -3.73 % $16,930
Fifth Third Bancorp Institution -8.05 % 2008-05-15 16,452 $668,938 $-162,217 -19.51 % Sold Some -292 -1.74 % $2,879
Fifth Third Securities Institution -9.31 % 2008-05-15 2,328 $94,656 $-22,954 -19.51 % Sold Some -187 -7.43 % $1,844
Financial Industries Fund (John Hancock Investment Trust Ii) Specialty & Misc -0.88 % 2008-07-01 201,129 $8,177,905 $-152,858 -1.83 % No Compare - - % -
Financial Services Trust (John Hancock Trust) Specialty & Misc -9.42 % 2008-05-30 58,440 $2,376,170 $-385,704 -13.96 % Sold Some -7,100 -10.83 % $46,860
First Citizens Bancorporation Inc Institution -6.44 % 2008-04-21 11,366 $462,142 $-122,071 -20.89 % Added More 975 9.38 % $-10,472
First Citizens Bank And Trust Co Institution % 2008-07-16 70,154 % Sold Some -1,488 -2.07 %
First Community Bank Trust And Financial Services Divison Institution -7.32 % 2008-04-21 530 $21,550 $-5,692 -20.89 % No Change 530 0 % -
First Financial Capital Advisors Institution % 2008-05-14 None - - - % Sold All -131,290 -100.00 %
First Horizon National Corp Institution 1.68 % 2008-07-21 164 $6,668 $292 4.57 % Sold Some -1,160 -87.61 % $-2,065
First Investors Management Co Inc Institution % 2008-05-14 36,980 % No Change 36,980 0 % -
First Manhattan Co Institution -6.50 % 2008-04-16 92,396 $3,756,821 $-1,001,573 -21.04 % Sold Some -340 -0.36 % $3,686
First National Bank Of Omaha Institution -7.11 % 2008-05-12 2,890 $117,507 $-27,224 -18.80 % Added More 179 6.60 % $-1,686
First National Trust Co Institution -11.66 % 2008-05-05 749 $30,454 $-6,486 -17.55 % Added More 370 97.62 % $-3,204
First Trust Advisors Lp Institution -8.12 % 2008-05-12 9,271 $376,959 $-87,333 -18.80 % Sold Some -3,728 -28.67 % $35,118
First Trust Energy Alphadex Fund (First Trust Exchange-Traded Alphadex Fund) Specialty & Misc -10.56 % 2008-06-27 78 $3,171 $-90 -2.77 % New Holding 78 100.00 % $-90
Fisher Asset Management Llc Institution 0.00 % 2008-07-22 52,577 $2,137,781 $0 0.00 % Sold Some -4,718,192 -98.89 % $0
Fixed Income Securities Inc. Institution % 2008-05-14 3,062 % No Compare - - % -
Fixed Income Securities Lp Institution % 2008-05-14 3,162 % No Compare - - % -
Flexibly Managed Fund (Penn Series Funds Inc) Specialty & Misc -7.26 % 2008-05-30 325,100 $13,218,566 $-2,145,660 -13.96 % No Compare - - % -
Fmr Corp Institution % 2008-05-14 6,999,355 % Sold Some -1,101,271 -13.59 %
Forstmannleff Llc Institution -8.06 % 2008-05-12 88,636 $3,603,940 $-834,951 -18.80 % Sold Some -253,656 -74.10 % $2,389,440
Fort Pitt Capital Group Inc Institution % 2008-05-14 4 % Sold Some -3,951 -99.89 %
Fortis Investments Management Usa Inc. Institution -9.76 % 2008-05-09 None - - - % Sold All -621 -100.00 % $4,918
Foster Dykema Cabot And Co Inc Institution -6.02 % 2008-05-09 13,411 $545,291 $-106,215 -16.30 % Sold Some -236 -1.72 % $1,869
Fox Asset Management Llc Institution -8.45 % 2008-05-05 15,320 $622,911 $-132,671