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Chemical Finl Corp (CHFC)

Industry: Commer Banks-Central UsCountry: United States
 
Number of funds
Global RankCountry RankIndustry Rank
Owned:
153
2105192520
Score:
-0.20
8573--
Brand New:
8
3417289339
Increased Existing:
32
2171--
No Change:
20
1665--
Reduced Existing:
38
1752--
Liquidated:
17
2404213819
No Comparison Available:
38
---
Funds buying shares:
40
2556231932
Buying %:
34.78 %
6816424566
Funds not buying/selling shares:
20
---
Neutral %:
17.39 %
---
Funds selling shares:
55
2006184015
Selling %:
47.82 %
4134171222
   

Chemical Finl Corp (CHFC) 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
American International Group Inc Institution -8.17 % 2008-06-02 21,289 $531,799 $11,922 2.29 % Sold Some -1,174 -5.22 % $-657
Ameriprise Financial Inc Institution -10.27 % 2008-05-06 58,496 $1,461,230 $21,644 1.50 % Sold Some -996 -1.67 % $-369
Amvescap Plc Institution % 2008-05-14 138,750 % Added More 60,421 77.13 %
Aqr Capital Management Llc Institution -8.56 % 2008-05-15 84,770 $2,117,555 $19,497 0.92 % Added More 16,200 23.62 % $3,726
Aronson And Johnson And Ortiz Lp Institution -9.25 % 2008-05-15 224,800 $5,615,504 $51,704 0.92 % Added More 13,400 6.33 % $3,082
Assetmark Fundamental Index Small Company Value Fund (Assetmark Funds) Small-Cap Value -4.97 % 2008-06-09 537 $13,414 $1,267 10.43 % Added More 162 43.20 % $382
Axa Institution -11.70 % 2008-05-15 19,028 $475,319 $4,376 0.92 % Added More 18,100 1950.43 % $4,163
Azl Franklin Small Cap Value Fund (Allianz Variable Insurance Products Trust) Small-Cap Value -8.85 % 2008-05-30 133,900 $3,344,822 $77,662 2.37 % No Compare - - % -
Baird Robert W And Co Inc Institution -8.36 % 2008-05-02 53,565 $1,338,054 $9,106 0.68 % Sold Some -1,890 -3.40 % $-321
Balanced Fund (Sti Classic Funds) Flexible Portfolio -6.89 % 2008-06-06 None - - - % Sold All -200 -100.00 % $-336
Balanced Trust (Legg Mason Investors Trust Inc) Flexible Portfolio -6.89 % 2008-06-06 19,211 $479,891 $32,274 7.21 % Added More 19,192 101010.52 % $32,243
Bank Of America Corp Institution -8.59 % 2008-05-12 381,829 $9,538,088 $122,185 1.29 % Sold Some -104,863 -21.54 % $-33,556
Bank Of New York Mellon Corp Institution % 2008-05-14 165,146 % Added More 1,843 1.12 %
Barclays Global Investors Uk Holdings Ltd Institution -7.25 % 2008-04-30 902,010 $22,532,210 $631,407 2.88 % Added More 3,737 0.41 % $2,616
Bartlett & Co Institution -6.91 % 2008-05-15 700 $17,486 $161 0.92 % No Change 700 0 % -
Bear Stearns And Co Inc Institution -8.02 % 2008-05-15 103 $2,573 $24 0.92 % Sold Some -4,378 -97.70 % $-1,007
Blackrock Advisors Llc Institution -6.89 % 2008-04-23 55,679 $1,390,861 $104,120 8.09 % Sold Some -87,100 -61.00 % $-162,877
Blackrock Enhanced Dividend Achievers Trust Institution 3.72 % 2008-07-03 87,100 $2,175,758 $387,595 21.67 % No Compare - - % -
Blackrock Inc Institution -4.86 % 2008-04-23 None - - - % Sold All -2,782 -100.00 % $-5,202
Blackrock Investment Management Llc Institution -6.88 % 2008-04-23 68,957 $1,722,546 $128,950 8.09 % Sold Some -100 -0.14 % $-187
Blackrock Strategic Dividend Achievers Trust Institution 5.57 % 2008-07-03 55,679 $1,390,861 $247,772 21.67 % No Compare - - % -
Brandywine Asset Management Llc Institution -9.26 % 2008-05-15 406,940 $10,165,361 $93,596 0.92 % Sold Some -31,914 -7.27 % $-7,340
Brc Investment Management Llc Institution -6.99 % 2008-05-09 None - - - % Sold All -28,300 -100.00 % $-43,016
California Public Employees Retirement System Institution -7.66 % 2008-04-28 4,000 $99,920 $280 0.28 % No Change 4,000 0 % -
Capital Fund Management S A Institution -7.88 % 2008-05-02 14,200 $354,716 $2,414 0.68 % Sold Some -2,800 -16.47 % $-476
Citizens Bank Wealth Management Na Institution -8.21 % 2008-05-07 5,860 $146,383 $5,626 3.99 % No Change 5,860 0 % -
Claymore Advisors Llc Institution -8.91 % 2008-05-09 None - - - % Sold All -711 -100.00 % $-1,081
Claymoremorningstar Services Super Sector Index Etf (Claymore Exchange Traded Fund Trust) Specialty & Misc -9.89 % 2008-05-05 None - - - % Sold All -12 -100.00 % $-6
Cmg Small Cap Value Fund (Columbia Funds Institutional Trust) Small-Cap Value -1.42 % 2008-06-23 6,895 $172,237 $34,475 25.02 % No Compare - - % -
Cna Financial Corp Institution -12.83 % 2008-05-15 37,575 $938,624 $8,642 0.92 % No Change 37,575 0 % -
Columbia Asset Allocation Fund (Columbia Funds Series Trust I) Specialty & Misc -2.54 % 2008-07-01 960 $23,981 $3,936 19.63 % No Compare - - % -
Columbia Asset Allocation Fund Variable Series (Columbia Funds Variable Insurance Trust) Specialty & Misc -9.81 % 2008-05-27 640 $15,987 $243 1.54 % Sold Some -640 -50.00 % $-243
Columbia International Fund Variable Series (Columbia Funds Variable Insurance Trust) Global Flex Port -4.71 % 2008-05-27 114,941 $2,871,226 $43,678 1.54 % Sold Some -108,541 -48.56 % $-41,246
Columbia Small Cap Value Fund I (Columbia Funds Series Trust I) Small-Cap Value 2.79 % 2008-07-01 227,293 $5,677,779 $931,901 19.63 % No Compare - - % -
Comerica Bank Institution -8.31 % 2008-05-13 58,971 $1,473,096 $14,153 0.97 % Sold Some -388 -0.65 % $-93
Credit Suisse/ Institution -11.12 % 2008-05-16 25,577 $638,913 $8,952 1.42 % Added More 7,555 41.92 % $2,644
Deere And Co Institution -13.64 % 2008-05-08 25,443 % Added More 9,307 57.67 %
Deroy And Devereaux Private Investment Counsel Inc Institution -5.64 % 2008-04-23 13,250 $330,985 $24,778 8.09 % No Change 13,250 0 % -
Dimensional Fund Advisors Inc Institution -7.82 % 2008-05-05 1,968,315 $49,168,509 $1,043,207 2.16 % Sold Some -67,366 -3.30 % $-35,704
Dow Jones Wilshire 5000 Index Portfolio (Wilshire Mutual Funds Inc) Multi-Cap Core -6.73 % 2008-05-23 None - - - % Sold All -1,300 -100.00 % $-1,326
Dws Small Cap Index Vip (Dws Investments Vit Funds) Small-Cap Core -5.04 % 2008-05-29 8,544 $213,429 $3,332 1.58 % No Compare - - % -
Eqalliancebernstein Value Portfolio (Eq Advisors Trust) Multi-Cap Value -9.41 % 2008-05-29 143,100 $3,574,638 $55,809 1.58 % No Compare - - % -
Eqoppenheimer Main Street Small Cap Portfolio (Eq Advisors Trust) Small-Cap Core -6.43 % 2008-05-29 70 $1,749 $27 1.58 % No Compare - - % -
Equity Index Fund (Tiaa Cref Institutional Mutual Funds) Specialty & Misc -9.28 % 2008-06-05 266,460 $6,656,171 $101,255 1.54 % Added More 264,739 15382.85 % $100,601
Etrade Russell 2000 Index Fund (E Trade Funds) Small-Cap Core -4.43 % 2008-05-28 2,288 $57,154 $1,647 2.96 % No Compare - - % -
Federated Investors Inc Institution -8.68 % 2008-05-15 3,715 $92,801 $854 0.92 % Sold Some -3,714 -49.99 % $-854
Ferris Baker Watts Incorporated Institution -9.65 % 2008-05-12 75 $1,874 $24 1.29 % New Holding 75 100.00 % $24
Fidelity Nasdaq Composite Index Fund (Fidelity Commonwealth Trust) Specialty & Misc -1.04 % 2008-06-26 557 $13,914 $2,228 19.06 % No Compare - - % -
Fifth Third Bancorp Institution -8.05 % 2008-05-15 15,016 $375,100 $3,454 0.92 % Sold Some -328 -2.13 % $-75
First Manhattan Co Institution -6.50 % 2008-04-16 146,163 $3,651,152 $61,388 1.71 % Added More 1,500 1.03 % $630
Franklin Resources Inc Institution -9.81 % 2008-05-08 1,447,109 % Sold Some -17,000 -1.16 %
Gartmore Mutual Fund Capital Trust Institution -9.12 % 2008-05-15 31,926 $797,511 $7,343 0.92 % Added More 7,700 31.78 % $1,771
Geode Capital Management Llc Institution -9.25 % 2008-05-15 39,344 $982,813 $9,049 0.92 % Added More 7,876 25.02 % $1,811
Glenmede Trust Co Na Institution -8.05 % 2008-05-13 7,000 $174,860 $1,680 0.97 % No Change 7,000 0 % -
Global Equity Portfolio (Dimensional Investment Group Inc) Global Multi-Cap Core -7.08 % 2008-04-29 None - - - % Sold All -16,100 -100.00 % $-4,347
Global Small Cap Fund (Old Westbury Funds Inc) Global Small/Mid-Cap ... -0.23 % 2008-07-03 3,637 $90,852 $16,185 21.67 % No Compare - - % -
Gmo Value Fund (Gmo Trust) Multi-Cap Value -12.44 % 2008-05-05 3,300 $82,434 $1,749 2.16 % No Change 3,300 0 % -
Goldman Sachs Group Inc Institution -9.30 % 2008-05-13 117,978 $2,947,090 $28,315 0.97 % Added More 86,890 279.49 % $20,854
Gsa Capital Partners Llp Institution -8.78 % 2008-05-15 48,223 $1,204,611 $11,091 0.92 % New Holding 48,223 100.00 % $11,091
Harris Financial Corp Institution 1.69 % 2008-07-09 108,200 $2,702,836 $416,570 18.22 % Added More 1,585 1.48 % $6,102
Hartford Advisers Hls Fund (Hartford Series Fund Inc) Specialty & Misc -7.74 % 2008-05-29 None - - - % Sold All -1 -100.00 % $0
Hartford Smallcap Value Hls Fund (Hartford Hls Series Fund Ii Inc) Small-Cap Value -4.85 % 2008-05-29 None - - - % Sold All -1 -100.00 % $0
Hsbc Holdings Plc Institution -10.18 % 2008-05-15 54,000 $1,348,920 $12,420 0.92 % Sold Some -13,000 -19.40 % $-2,990
Ing Investment Management Co Institution % 2008-05-14 600 % Sold Some -17,500 -96.68 %
International Core Equity Portfolio (Dfa Investment Dimensions Group Inc) International Small-M ... -6.87 % 2008-04-29 4,300 $107,414 $1,161 1.09 % Sold Some -12,600 -74.55 % $-3,402
International Value Series (Dfa Investment Trust Co) Multi-Cap Value -6.72 % 2008-04-29 None - - - % Sold All -34,375 -100.00 % $-9,281
Ishares Russell 2000 Index Fund (Ishares Trust) Specialty & Misc 6.47 % 2008-07-07 226,576 $5,659,868 $958,416 20.38 % No Compare - - % -
Ishares Russell 2000 Value Index Fund (Ishares Trust) Multi-Cap Value 6.88 % 2008-07-07 150,522 $3,760,040 $636,708 20.38 % No Compare - - % -
Ishares Russell 3000 Index Fund (Ishares Trust) Specialty & Misc 1.55 % 2008-07-07 4,582 $114,458 $19,382 20.38 % No Compare - - % -
Ishares Russell 3000 Value Index Fund (Ishares Trust) Multi-Cap Value 2.13 % 2008-07-07 2,051 $51,234 $8,676 20.38 % No Compare - - % -
J P Morgan Chase And Co Institution -8.35 % 2008-05-09 138,473 $3,459,056 $210,479 6.47 % Added More 650 0.47 % $988
Johnsonfamily Small Cap Value Fund (Johnsonfamily Funds Inc) Small-Cap Value 3.67 % 2008-07-08 10,226 $255,445 $24,645 10.67 % No Compare - - % -
Kiewit Investment Fund Lllp Institution -8.78 % 2008-05-30 100 $2,498 $58 2.37 % No Compare - - % -
Loews Corp Institution -9.56 % 2008-05-13 22,850 $570,793 $5,484 0.97 % No Change 22,850 0 % -
Lsv Asset Management Institution -9.39 % 2008-05-09 429,756 $10,735,305 $653,229 6.47 % Sold Some -900 -0.20 % $-1,368
Martingale Asset Management L P Institution % 2008-05-14 141,334 % Added More 60,091 73.96 %
Mercury Asset Management International Ltd Institution -10.74 % 2008-04-23 5,282 $131,944 $9,877 8.09 % New Holding 5,282 100.00 % $9,877
Merrill Lynch And Co Inc Institution -6.56 % 2008-05-01 4,630 $115,657 $-278 -0.23 % Added More 3,730 414.44 % $-224
Metropolitan Life Insurance Co Institution -7.69 % 2008-05-09 22,825 $570,169 $34,694 6.47 % Added More 4,317 23.32 % $6,562
Mfc Global Investment Management Usa Ltd Institution -8.40 % 2008-05-12 9,510 $237,560 $3,043 1.29 % Sold Some -1,223 -11.39 % $-391
Morgan Stanley Institution -9.61 % 2008-05-15 120,232 $3,003,395 $27,653 0.92 % Added More 69,585 137.39 % $16,005
Multimanager Small Cap Value Portfolio (Axa Premier Vip Trust) Small-Cap Value -13.62 % 2008-05-29 None - - - % Sold All -187,300 -100.00 % $-73,047
Nationwide Mutual Funds Institution -0.82 % 2008-07-01 31,926 $797,511 $130,897 19.63 % No Compare - - % -
New York Life Investment Management Llc Institution -9.48 % 2008-05-15 40,663 $1,015,762 $9,352 0.92 % Added More 13,453 49.44 % $3,094
Nmf Asset Management Llc Institution -6.01 % 2008-05-05 None - - - % Sold All -934 -100.00 % $-495
None (Morgan Stanley Total Market Index Fund) Specialty & Misc -1.53 % 2008-06-26 507 $12,665 $2,028 19.06 % No Compare - - % -
Norges Bank Institution -8.50 % 2008-05-09 69,135 $1,726,992 $105,085 6.47 % Added More 16,230 30.67 % $24,670
Northern Trust Corp Institution -8.86 % 2008-05-15 276,161 $6,898,502 $63,517 0.92 % Added More 16,048 6.16 % $3,691
Nvit International Value Fund (Nationwide Variable Insurance Trust) Multi-Cap Value -9.09 % 2008-05-29 17,055 $426,034 $6,651 1.58 % No Compare - - % -
Oppenheimer Funds Inc Institution % 2008-05-14 33,900 % Added More 26,540 360.59 %
Oppenheimer Main Street Fundva (Oppenheimer Variable Account Funds) Specialty & Misc -9.10 % 2008-05-30 None - - - % Sold All -800 -100.00 % $-464
Pacific Select Fund (Pacific Select Fund) Pacific Region -9.64 % 2008-05-30 28,040 $700,439 $16,263 2.37 % No Compare - - % -
Padco Advisors Ii Inc Institution -7.49 % 2008-05-15 508 $12,690 $117 0.92 % Sold Some -392 -43.55 % $-90
Padco Advisors Inc Institution -7.33 % 2008-05-15 2,370 $59,203 $545 0.92 % Sold Some -200 -7.78 % $-46
Partners Smallcap Value Fund I (Principal Investors Fund Inc) Small-Cap Value 6.58 % 2008-07-07 37,035 $925,134 $156,658 20.38 % No Compare - - % -
Penseco Financial Services Corp Institution 3.61 % 2008-07-07 3,407 $85,107 $14,412 20.38 % No Change 3,407 0 % -
Pnc Financial Services Group Inc Institution -7.92 % 2008-05-12 None - - - % Sold All -110 -100.00 % $-35
Powershares Dividend Achievers Portfolio (Powershares Exchange Traded Fund Trust) Specialty & Misc 8.63 % 2008-07-09 139,561 $3,486,234 $537,310 18.22 % No Compare - - % -
Powershares Dynamic Market Portfolio (Powershares Exchange Traded Fund Trust) Specialty & Misc 11.88 % 2008-07-09 114,834 $2,868,553 $442,111 18.22 % No Compare - - % -
Prudential Financial Inc Institution % 2008-05-14 42,079 % No Change 42,079 0 % -
Public Employees Retirement Association Of Colorado Institution -8.32 % 2008-05-13 20,580 $514,088 $4,939 0.97 % No Change 20,580 0 % -
Public Employees Retirement System Of Ohio Institution -7.38 % 2008-06-03 33,227 $830,010 $16,281 2.00 % No Change 33,227 0 % -
Pzena Investment Management Llc Institution -14.92 % 2008-02-08 1,134,897 $28,349,727 $-544,751 -1.88 % Added More 52,559 4.85 % $-25,228
Qvt Financial Lp Institution -6.07 % 2008-05-15 12,938 $323,191 $2,976 0.92 % New Holding 12,938 100.00 % $2,976
Rbc Capital Markets Arbitrage S A Institution % 2008-05-14 None - - - % Sold All -2,061 -100.00 %
Research Affiliates Llc Institution -8.53 % 2008-05-28 10,277 $256,719 $7,399 2.96 % Sold Some -611 -5.61 % $-440
Sa International Small Company Fund (Sa Funds Investment Trust) Small-Cap Core -2.78 % 2008-05-23 5,050 $126,149 $5,151 4.25 % New Holding 5,050 100.00 % $5,151
Schwab Charles Investment Management Inc Institution % 2008-05-14 46,816 % Added More 1,200 2.63 %
Semper Augustus Investments Group Llc Institution -7.52 % 2008-05-06 47,055 $1,175,434 $17,410 1.50 % Added More 250 0.53 % $93
Shufro Rose And Co Llc Institution -11.16 % 2008-05-08 18,340 % Sold Some -600 -3.16 %
Small Cap Blend Index Fund (Tiaa Cref Institutional Mutual Funds) Small-Cap Core -7.14 % 2008-06-05 4,409 $110,137 $1,675 1.54 % No Compare - - % -
Small Cap Equity Fund (Tiaa Cref Institutional Mutual Funds) Small-Cap Core -7.51 % 2008-06-05 38,341 $957,758 $14,570 1.54 % No Compare - - % -
Small Cap Index Fund (John Hancock Funds Ii) Small-Cap Core -5.76 % 2008-05-30 1,005 $25,105 $583 2.37 % No Compare - - % -
Small Cap Index Fund (Valic Co I) Small-Cap Core -1.50 % 2008-04-29 21,111 $527,353 $5,700 1.09 % No Change 21,111 0 % -
Small Cap Index Trust (John Hancock Trust) Small-Cap Core -3.84 % 2008-05-30 7,297 $182,279 $4,232 2.37 % Sold Some -872 -10.67 % $-506
Small Cap Portfolio (Seasons Series Trust) Small-Cap Core -5.70 % 2008-06-06 1,412 $35,272 $2,372 7.21 % Added More 60 4.43 % $101
Small Cap Value Fund (Valic Co Ii) Small-Cap Value -3.78 % 2008-05-08 15,400 % New Holding 15,400 100.00 %
Small Cap Value Index Fund (Tiaa Cref Institutional Mutual Funds) Small-Cap Value -8.24 % 2008-06-05 6,308 $157,574 $2,397 1.54 % No Compare - - % -
Smallcap Growth Account (Principal Variable Contracts Fund Inc) Small-Cap Growth -5.49 % 2008-05-29 6,993 $174,685 $2,727 1.58 % No Compare - - % -
Smallcap Value Account (Principal Variable Contracts Fund Inc) Small-Cap Value -7.00 % 2008-05-29 6,993 $174,685 $2,727 1.58 % No Compare - - % -
Smith Chas P And Associates Pa Cpas Institution -2.20 % 2008-07-01 None - - - % Sold All -8,565 -100.00 % $-35,117
Special Equity Portfolio (Diversified Investors Portfolios) Specialty & Misc -5.66 % 2008-05-29 3,000 $74,940 $1,170 1.58 % No Compare - - % -
Ssga Enhanced Small Cap Fund (Ssga Funds) Small-Cap Core -3.20 % 2008-05-07 3,200 $79,936 $3,072 3.99 % No Change 3,200 0 % -
State Board Of Administration Of Florida Retirement System Institution -7.02 % 2008-04-23 37,414 $934,602 $69,964 8.09 % No Change 37,414 0 % -
State Farm Equity Fund (State Farm Mutual Fund Trust) Specialty & Misc -8.76 % 2008-05-27 6,707 $167,541 $2,549 1.54 % No Compare - - % -
Strs Ohio Institution -6.27 % 2008-04-17 70,700 $1,766,086 $32,522 1.87 % Sold Some -6,700 -8.65 % $-3,082
Summit Investment Partners Inc Institution % 2008-05-14 1,761 % No Change 1,761 0 % -
Suntrust Banks Inc Institution -9.51 % 2008-05-08 19,525 % No Change 19,525 0 % -
Systematic Active Small Cap Value Portfolio (Morgan Stanley Institutional Fund Inc) Small-Cap Value -7.43 % 2008-05-29 1,388 $34,672 $541 1.58 % No Compare - - % -
Teachers Advisors Inc Institution % 2008-05-14 26,385 % Sold Some -30,366 -53.50 %
Texas Capital Bancshares Inc Institution -5.86 % 2008-04-22 1,190 $29,726 $881 3.05 % No Change 1,190 0 % -
Tfs Market Neutral Fund (Tfs Capital Investment Trust) Specialty & Misc -7.70 % 2008-05-30 17,988 $449,340 $10,433 2.37 % New Holding 17,988 100.00 % $10,433
Tiaa Cref Investment Management Llc Institution % 2008-05-14 173,909 % Sold Some -16,000 -8.42 %
Total Stock Market Index Trust (John Hancock Trust) Specialty & Misc -8.62 % 2008-05-30 741 $18,510 $430 2.37 % Sold Some -90 -10.83 % $-52
Two Sigma Investments Llc Institution -8.48 % 2008-05-15 18,700 $467,126 $4,301 0.92 % Sold Some -17,200 -47.91 % $-3,956
Ubs Ag Institution -9.63 % 2008-05-13 2,795 $69,819 $671 0.97 % Sold Some -500 -15.17 % $-120
Ultra Russell2000 Value Proshares (Proshares Trust) Multi-Cap Value -4.16 % 2008-04-25 380 $9,492 $38 0.40 % No Compare - - % -
Us Bancorp De Institution -7.49 % 2008-05-15 2,250 $56,205 $518 0.92 % No Change 2,250 0 % -
Va Small Value Portfolio (Dfa Investment Dimensions Group Inc) Small-Cap Value -4.22 % 2008-04-29 8,480 $211,830 $2,290 1.09 % No Change 8,480 0 % -
Value Fund (Diversified Investors Funds Group Ii) Small-Cap Core -8.39 % 2008-05-29 4,400 $109,912 $1,716 1.58 % Sold Some -1,600 -26.66 % $-624
Value Fund (Diversified Investors Funds Group) Multi-Cap Value -8.39 % 2008-05-29 4,400 $109,912 $1,716 1.58 % Sold Some -1,600 -26.66 % $-624
Value Portfolio (Diversified Investors Portfolios) Multi-Cap Value -8.27 % 2008-05-29 2,200 $54,956 $858 1.58 % New Holding 2,200 100.00 % $858
Vanguard 500 Index Fund (Vanguard Index Funds) S&P 500 Index -8.92 % 2008-05-30 314,954 $7,867,551 $182,673 2.37 % No Compare - - % -
Vanguard Balanced Index Fund (Vanguard Balanced Index Funds) Mixed-Asset Target Al ... -8.82 % 2008-05-30 10,769 $269,010 $6,246 2.37 % Added More 1,848 20.71 % $1,072
Vanguard Extended Market Index Fund (Vanguard Index Funds) Mid-Cap Core -7.21 % 2008-05-30 113,722 $2,840,776 $65,959 2.37 % Sold Some -557 -0.48 % $-323
Vanguard Group Inc Institution -8.57 % 2008-05-01 665,647 $16,627,862 $-39,939 -0.23 % Added More 650,238 4219.85 % $-39,014
Vanguard Institutional Total Stock Market Index Fund (Vanguard Institutional Index Funds) Specialty & Misc -8.98 % 2008-05-30 23,011 $574,815 $13,346 2.37 % No Compare - - % -
Vanguard Total Stock Market Index Fund (Vanguard Index Funds) Multi-Cap Core -8.91 % 2008-05-30 155,923 $3,894,957 $90,435 2.37 % Added More 1,785 1.15 % $1,035
Vanguard Value Index Fund (Vanguard Index Funds) Large-Cap Value -9.55 % 2008-05-30 None - - - % Sold All -126,174 -100.00 % $-73,181
Wilmington Fundamentally Weighted Large Company Fund (Wt Mutual Fund) Large-Cap Core -8.93 % 2008-05-29 200 $4,996 $78 1.58 % No Compare - - % -
Wisdomtree Smallcap Dividend Fund (Wisdomtree Trust) Small-Cap Core -7.32 % 2008-06-06 7,094 $177,208 $11,918 7.21 % Sold Some -603 -7.83 % $-1,013
Wisdomtree Smallcap Earnings Fund (Wisdomtree Trust) Small-Cap Core -4.37 % 2008-06-06 775 $19,360 $1,302 7.21 % Sold Some -2 -0.25 % $-3
Wisdomtree Total Dividend Fund (Wisdomtree Trust) Specialty & Misc -10.59 % 2008-06-06 555 $13,864 $932 7.21 % Sold Some -44 -7.34 % $-74
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Listed 153 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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