| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-17 | 2009-09-30 | 13F-HR | Penobscot Investment Management Company Inc | Institution | 25,000 | New Holding | 25,000 | 100 % | $1,064,000 | $1,013,500 | $-50,500 | -4.74 % | $-50,500 | | | | | | News Article | History of Penobscot Investment Management Company Inc Ownership Of Equitable Resources Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Van Eck Associates Corp | Institution | 208,700 | Sold Some | -124,100 | -37.28 % | $8,882,272 | $8,460,698 | $-421,574 | -4.74 % | $250,682 | | | | | | News Article | History of Van Eck Associates Corp Ownership Of Equitable Resources Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Williams Jones And Associates Inc | Institution | 6,000 | No Change | 0 | 0 % | $254,640 | $243,240 | $-11,400 | -4.47 % | $0 | | | | | | News Article | History of Williams Jones And Associates Inc Ownership Of Equitable Resources Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Corestates Capital Advisors Llc | No Data | 22 | No Change | 0 | 0 % | $931 | $892 | $-39 | -4.16 % | $0 | | | | | | News Article | History of Corestates Capital Advisors Llc Ownership Of Equitable Resources Inc |
| 2009-11-10 | 2009-03-31 | 13F-HR/A | Dlibj Asset Management Co Ltd | Institution | | Sold All | -19,577 | -100 % | | | | -6.84 % | $58,339 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Equitable Resources Inc |
| 2009-11-10 | 2008-12-31 | 13F-HR/A | Dlibj Asset Management Co Ltd | Institution | 19,577 | Added More | 7,525 | 62.43 % | $851,991 | $793,652 | $-58,339 | -6.84 % | $-22,425 | | | | | | News Article | History of Dlibj Asset Management Co Ltd Ownership Of Equitable Resources Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Gruber And Mcbaine Capital Management Llc | Institution | 111,790 | Sold Some | -1,000 | -0.88 % | $4,849,450 | $4,531,967 | $-317,484 | -6.54 % | $2,840 | | | | | | News Article | History of Gruber And Mcbaine Capital Management Llc Ownership Of Equitable Resources Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Flood Gamble Associates Inc | Institution | 14,140 | No Change | 0 | 0 % | $589,779 | $573,236 | $-16,544 | -2.80 % | $0 | | | | | | News Article | History of Flood Gamble Associates Inc Ownership Of Equitable Resources Inc |
| 2009-11-04 | 2009-03-31 | 13F-HR/A | Paragon Investment Management Inc | Institution | | Sold All | -141,358 | -100 % | | | | -2.80 % | $165,389 | | | | | | News Article | History of Paragon Investment Management Inc Ownership Of Equitable Resources Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Skylands Capital Llc | Institution | 51,900 | Sold Some | -1,100 | -2.07 % | $2,173,053 | $2,104,026 | $-69,027 | -3.17 % | $1,463 | | | | | | News Article | History of Skylands Capital Llc Ownership Of Equitable Resources Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Fdp Series Inc - Marsico Growth Fdp Fund | Large-Cap Growth | | Sold All | -7,658 | -100 % | | | | -8.48 % | $28,794 | | | | | | News Article | History of Fdp Series Inc - Marsico Growth Fdp Fund Ownership Of Equitable Resources Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Novare Capital Management Llc | Institution | 9,000 | No Change | 0 | 0 % | $380,700 | $364,860 | $-15,840 | -4.16 % | $0 | | | | | | News Article | History of Novare Capital Management Llc Ownership Of Equitable Resources Inc |
| 2009-10-26 | 2009-09-30 | 13F-HR | Howe And Rusling Inc | Institution | 6,100 | No Change | 0 | 0 % | $263,581 | $247,294 | $-16,287 | -6.17 % | $0 | | | | | | News Article | History of Howe And Rusling Inc Ownership Of Equitable Resources Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Hardesty Capital Management Corp | Institution | 31,228 | Sold Some | -53 | -0.16 % | $1,416,502 | $1,265,983 | $-150,519 | -10.62 % | $255 | | | | | | News Article | History of Hardesty Capital Management Corp Ownership Of Equitable Resources Inc |
| 2009-10-09 | 2009-09-30 | 13F-HR | Meeder Asset Management Inc | Institution | | Sold All | -9,965 | -100 % | | | | -7.06 % | $30,692 | | | | | | News Article | History of Meeder Asset Management Inc Ownership Of Equitable Resources Inc |
| 2009-10-07 | 2009-07-31 | N-CSRS | Fidelity Devonshire Trust - Fidelity Series All-Sector Equity Fund | No Data | | Sold All | -66,700 | -100 % | | | | -4.45 % | $126,063 | | | | | | News Article | History of Fidelity Devonshire Trust - Fidelity Series All-Sector Equity Fund Ownership Of Equitable Resources Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc - Giftrust Fund | Specialty & Misc | | Sold All | -108,800 | -100 % | | | | -5.50 % | $256,768 | | | | | | News Article | History of American Century Mutual Funds Inc - Giftrust Fund Ownership Of Equitable Resources Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc - Heritage Fund | Mid-Cap Growth | | Sold All | -233,700 | -100 % | | | | -5.50 % | $551,532 | | | | | | News Article | History of American Century Mutual Funds Inc - Heritage Fund Ownership Of Equitable Resources Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Evergreen Equity Trust De - Evergreen Utility And Telecommunications Fund | Telecommunication | | Sold All | -350,000 | -100 % | | | | -5.50 % | $826,000 | | | | | | News Article | History of Evergreen Equity Trust De - Evergreen Utility And Telecommunications Fund Ownership Of Equitable Resources Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Commonwealth Trust - Spartan 500 Index Fund | S&P 500 Index | | Sold All | -182,421 | -100 % | | | | -5.50 % | $430,514 | | | | | | News Article | History of Fidelity Commonwealth Trust - Spartan 500 Index Fund Ownership Of Equitable Resources Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Hancock John Investment Trust Ma - Balanced Fund | Flexible Portfolio | | Sold All | -237,976 | -100 % | | | | -5.50 % | $561,623 | | | | | | News Article | History of Hancock John Investment Trust Ma - Balanced Fund Ownership Of Equitable Resources Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust - Ishares Kld 400 Social Index Fund | Specialty & Misc | | Sold All | -2,064 | -100 % | | | | -5.50 % | $4,871 | | | | | | News Article | History of Ishares Trust - Ishares Kld 400 Social Index Fund Ownership Of Equitable Resources Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust - Ishares Morningstar Mid Growth Index Fund | Mid-Cap Growth | | Sold All | -42,463 | -100 % | | | | -5.50 % | $100,213 | | | | | | News Article | History of Ishares Trust - Ishares Morningstar Mid Growth Index Fund Ownership Of Equitable Resources Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund - Janus Worldwide Fund | Global Large-Cap Growth | | Sold All | -1,400,000 | -100 % | | | | -5.50 % | $3,304,000 | | | | | | News Article | History of Janus Investment Fund - Janus Worldwide Fund Ownership Of Equitable Resources Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds - Mainstay Common Stock Fund | Large-Cap Core | | Sold All | -1,874 | -100 % | | | | -5.50 % | $4,423 | | | | | | News Article | History of Mainstay Funds - Mainstay Common Stock Fund Ownership Of Equitable Resources Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds - Mainstay Equity Index Fund | Specialty & Misc | | Sold All | -3,481 | -100 % | | | | -5.50 % | $8,215 | | | | | | News Article | History of Mainstay Funds - Mainstay Equity Index Fund Ownership Of Equitable Resources Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Lord Abbett Securities Trust - Lord Abbett All Value Fund | Multi-Cap Value | | Sold All | -142,900 | -100 % | | | | -3.70 % | $222,924 | | | | | | News Article | History of Lord Abbett Securities Trust - Lord Abbett All Value Fund Ownership Of Equitable Resources Inc |
| 2009-09-24 | 2009-07-31 | N-Q | Mfs Series Trust Vi - Mfs Utilities Fund | Utility | | Sold All | -2,685,530 | -100 % | | | | -2.66 % | $2,980,938 | | | | | | News Article | History of Mfs Series Trust Vi - Mfs Utilities Fund Ownership Of Equitable Resources Inc |
| 2009-09-15 | 2009-06-30 | N-CSRS/A | Wilshire Mutual Funds Inc - Wilshire Large Cap Core 13030 Fund | No Data | | Sold All | -2,000 | -100 % | | | | -4.92 % | $4,200 | | | | | | News Article | History of Wilshire Mutual Funds Inc - Wilshire Large Cap Core 13030 Fund Ownership Of Equitable Resources Inc |
| 2009-09-15 | 2009-03-31 | 13F-HR/A | Highbridge Capital Management Llc | Institution | | Sold All | -1,618,908 | -100 % | | | | -4.92 % | $3,399,707 | | | | | | News Article | History of Highbridge Capital Management Llc Ownership Of Equitable Resources Inc |
| 2009-09-10 | 2009-03-31 | 13F-HR/A | Veritable L P | Institution | | Sold All | -72,305 | -100 % | | | | -4.22 % | $129,426 | | | | | | News Article | History of Veritable L P Ownership Of Equitable Resources Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Summit Mutual Funds Inc - Balanced Index Portfolio | Flexible Portfolio | | Sold All | -141 | -100 % | | | | -1.24 % | $72 | | | | | | News Article | History of Summit Mutual Funds Inc - Balanced Index Portfolio Ownership Of Equitable Resources Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Summit Mutual Funds Inc - Zenith Portfolio | Specialty & Misc | | Sold All | -3,553 | -100 % | | | | -1.24 % | $1,812 | | | | | | News Article | History of Summit Mutual Funds Inc - Zenith Portfolio Ownership Of Equitable Resources Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Advanced Series Trust - Ast Pimco Total Return Bond Portfolio | Specialty & Misc | | Sold All | -43,800 | -100 % | | | | 2.68 % | $-46,428 | | | | | | News Article | History of Advanced Series Trust - Ast Pimco Total Return Bond Portfolio Ownership Of Equitable Resources Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Homestead Funds Inc - Stock Index Fund | Specialty & Misc | | Sold All | -27,162 | -100 % | | | | 2.68 % | $-28,792 | | | | | | News Article | History of Homestead Funds Inc - Stock Index Fund Ownership Of Equitable Resources Inc |
| 2009-09-04 | 2009-06-10 | N-CSRS | Jpmorgan Insurance Trust - Jpmorgan Insurance Trust Equity Index Portfolio | Specialty & Misc | | Sold All | -1,220 | -100 % | | | | 2.68 % | $-1,293 | | | | | | News Article | History of Jpmorgan Insurance Trust - Jpmorgan Insurance Trust Equity Index Portfolio Ownership Of Equitable Resources Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Partners Inc - Ing Jpmorgan International Portfolio | Global Flex Port | | Sold All | -9,100 | -100 % | | | | 4.05 % | $-14,378 | | | | | | News Article | History of Ing Partners Inc - Ing Jpmorgan International Portfolio Ownership Of Equitable Resources Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mainstay Vp Series Fund Inc - Vp Common Stock Portfolio | Specialty & Misc | | Sold All | -3,569 | -100 % | | | | 4.05 % | $-5,639 | | | | | | News Article | History of Mainstay Vp Series Fund Inc - Vp Common Stock Portfolio Ownership Of Equitable Resources Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mainstay Vp Series Fund Inc - Vp Value Portfolio | Multi-Cap Value | | Sold All | -12,511 | -100 % | | | | 4.05 % | $-19,767 | | | | | | News Article | History of Mainstay Vp Series Fund Inc - Vp Value Portfolio Ownership Of Equitable Resources Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Rs Variable Products Trust - Rs Global Natural Resources Vip Series | Global Flex Port | | Sold All | -8,500 | -100 % | | | | 3.76 % | $-12,495 | | | | | | News Article | History of Rs Variable Products Trust - Rs Global Natural Resources Vip Series Ownership Of Equitable Resources Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Tiaa Separate Account Va 1 - Stock Index Account | Specialty & Misc | 7,828 | No Change | 0 | 0 % | $305,840 | $317,347 | $11,507 | 3.76 % | $0 | | | | | | News Article | History of Tiaa Separate Account Va 1 - Stock Index Account Ownership Of Equitable Resources Inc |
| 2009-08-31 | 2009-06-30 | N-CSRS | Tiaa Cref Life Fund - Stock Index Fund | Specialty & Misc | 1,581 | Added More | 31 | 2.00 % | $62,718 | $64,094 | $1,375 | 2.19 % | $27 | | | | | | News Article | History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Equitable Resources Inc |
| 2009-08-28 | 2009-06-30 | N-Q | American Century Capital Portfolios Inc - Mid Cap Value Fund | Multi-Cap Value | | Sold All | -200,394 | -100 % | | | | -0.58 % | $48,095 | | | | | | News Article | History of American Century Capital Portfolios Inc - Mid Cap Value Fund Ownership Of Equitable Resources Inc |
| 2009-08-28 | 2009-06-30 | N-Q | American Century Capital Portfolios Inc - Value Fund | Multi-Cap Value | | Sold All | -641,170 | -100 % | | | | -0.58 % | $153,881 | | | | | | News Article | History of American Century Capital Portfolios Inc - Value Fund Ownership Of Equitable Resources Inc |
| 2009-08-28 | 2009-06-30 | N-CSRS | Columbia Funds Variable Insurance Trust - Columbia International Fund Variable Series | Global Flex Port | | Sold All | -375 | -100 % | | | | -0.58 % | $90 | | | | | | News Article | History of Columbia Funds Variable Insurance Trust - Columbia International Fund Variable Series Ownership Of Equitable Resources Inc |
| 2009-08-28 | 2009-06-30 | N-CSR | Pioneer Variable Contracts Trust Ma - Pioneer Equity Income Vct Portfolio | Equity Income | | Sold All | -101,970 | -100 % | | | | -0.58 % | $24,473 | | | | | | News Article | History of Pioneer Variable Contracts Trust Ma - Pioneer Equity Income Vct Portfolio Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Ivy Funds Inc - Ivy Mid Cap Growth Fund | Mid-Cap Growth | 65 | Added More | 8 | 14.03 % | $2,647 | $2,635 | $-12 | -0.44 % | $-1 | | | | | | News Article | History of Ivy Funds Inc - Ivy Mid Cap Growth Fund Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Janus Aspen Series - Mid Cap Value Portfolio | Mid-Cap Value | | Sold All | -15,800 | -100 % | | | | -0.44 % | $2,844 | | | | | | News Article | History of Janus Aspen Series - Mid Cap Value Portfolio Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-CSR | Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc | Large-Cap Growth | | Sold All | -80,600 | -100 % | | | | -0.44 % | $14,508 | | | | | | News Article | History of Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-CSR | Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc | Multi-Cap Growth | | Sold All | -20,600 | -100 % | | | | -0.44 % | $3,708 | | | | | | News Article | History of Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-CSR | Sit Mutual Funds Inc - Sit Dividend Growth Fund | Equity Income | 11,600 | Added More | 1,175 | 11.27 % | $472,352 | $470,264 | $-2,088 | -0.44 % | $-212 | | | | | | News Article | History of Sit Mutual Funds Inc - Sit Dividend Growth Fund Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-CSR | Sit Mutual Funds Inc - Sit International Growth Fund | Multi-Cap Growth | | Sold All | -101,200 | -100 % | | | | -0.44 % | $18,216 | | | | | | News Article | History of Sit Mutual Funds Inc - Sit International Growth Fund Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-CSR | Sit Mutual Funds Inc - Sit Small Cap Growth Fund | Mid-Cap Growth | | Sold All | -20,700 | -100 % | | | | -0.44 % | $3,726 | | | | | | News Article | History of Sit Mutual Funds Inc - Sit Small Cap Growth Fund Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Equity Index Fund | Specialty & Misc | 15,606 | Sold Some | -5,257 | -25.19 % | $635,476 | $632,667 | $-2,809 | -0.44 % | $946 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Growth Equity Fund | Multi-Cap Growth | 133,378 | Sold Some | -99,502 | -42.72 % | $5,431,152 | $5,407,144 | $-24,008 | -0.44 % | $17,910 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Growth Equity Fund Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 46,732 | Added More | 2,100 | 4.70 % | $1,902,927 | $1,894,515 | $-8,412 | -0.44 % | $-378 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Equitable Resources Inc |
| 2009-08-25 | 2009-06-30 | N-Q | Mfs Series Trust V - Mfs Research Fund | Specialty & Misc | | Sold All | -267,260 | -100 % | | | | -1.84 % | $203,118 | | | | | | News Article | History of Mfs Series Trust V - Mfs Research Fund Ownership Of Equitable Resources Inc |
| 2009-08-25 | 2009-06-30 | N-Q | Mfs Series Trust Xi - Mfs Mid Cap Value Fund | Mid-Cap Value | | Sold All | -112,778 | -100 % | | | | -1.84 % | $85,711 | | | | | | News Article | History of Mfs Series Trust Xi - Mfs Mid Cap Value Fund Ownership Of Equitable Resources Inc |
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