| 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 |
|---|
| 2009-11-04 | 2009-09-30 | 13F-HR | Flood Gamble Associates Inc | Institution | 14,140 | No Change | 0 | 0 % | $589,779 | $593,173 | $3,394 | 0.57 % | $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 % | | | | 0.57 % | $-33,926 | | | | | | News Article | History of Paragon Investment Management Inc Ownership Of Equitable Resources Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Kylands Capital Llc | Institution | 51,900 | Sold Some | -1,100 | -2.07 % | $2,173,053 | $2,177,205 | $4,152 | 0.19 % | $-88 | | | | | | News Article | History of Kylands 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 % | | | | -5.30 % | $17,996 | | | | | | 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 | $377,550 | $-3,150 | -0.82 % | $0 | | | | | | News Article | History of Novare Capital Management Llc 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 % | | | | -1.13 % | $32,016 | | | | | | 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 % | | | | -2.21 % | $103,360 | | | | | | 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 % | | | | -2.21 % | $222,015 | | | | | | 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 % | | | | -2.21 % | $332,500 | | | | | | 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 % | | | | -2.21 % | $173,300 | | | | | | 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 % | | | | -2.21 % | $226,077 | | | | | | 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 % | | | | -2.21 % | $1,961 | | | | | | 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 % | | | | -2.21 % | $40,340 | | | | | | 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 % | | | | -2.21 % | $1,330,000 | | | | | | 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 % | | | | -2.21 % | $1,780 | | | | | | 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 % | | | | -2.21 % | $3,307 | | | | | | 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 % | | | | -0.35 % | $21,435 | | | | | | 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 % | | | | 0.72 % | $-805,659 | | | | | | 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 % | | | | -1.61 % | $1,380 | | | | | | News Article | History of Wilshire Mutual Funds Inc-Wilshire Large Cap Core 13030 Fund Ownership Of Equitable Resources Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Ummit Mutual Funds Inc-Balanced Index Portfolio | Flexible Portfolio | | Sold All | -141 | -100 % | | | | 2.19 % | $-127 | | | | | | News Article | History of Ummit Mutual Funds Inc-Balanced Index Portfolio Ownership Of Equitable Resources Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Ummit Mutual Funds Inc-Zenith Portfolio | Specialty & Misc | | Sold All | -3,553 | -100 % | | | | 2.19 % | $-3,198 | | | | | | News Article | History of Ummit 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 % | | | | 6.25 % | $-108,186 | | | | | | 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 % | | | | 6.25 % | $-67,090 | | | | | | 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 % | | | | 6.25 % | $-3,013 | | | | | | 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 % | | | | 7.67 % | $-27,209 | | | | | | 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 % | | | | 7.67 % | $-10,671 | | | | | | 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 % | | | | 7.67 % | $-37,408 | | | | | | 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 Serie | Global Flex Port | | Sold All | -8,500 | -100 % | | | | 7.37 % | $-24,480 | | | | | | News Article | History of Rs Variable Products Trust-Rs Global Natural Resources Vip Serie 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 | $328,385 | $22,545 | 7.37 % | $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 | $66,323 | $3,605 | 5.74 % | $71 | | | | | | 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 % | | | | 2.86 % | $-234,461 | | | | | | 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 % | | | | 2.86 % | $-750,169 | | | | | | 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 Serie | Global Flex Port | | Sold All | -375 | -100 % | | | | 2.86 % | $-439 | | | | | | News Article | History of Columbia Funds Variable Insurance Trust-Columbia International Fund Variable Serie 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 % | | | | 2.86 % | $-119,305 | | | | | | 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-CSR | It Large Cap Growth Fund Inc-Sit Large Cap Growth Fund Inc | Large-Cap Growth | | Sold All | -80,600 | -100 % | | | | 3.02 % | $-99,138 | | | | | | News Article | History of It Large Cap Growth Fund Inc-Sit Large Cap Growth Fund Inc Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-CSR | It Mid Cap Growth Fund Inc-Sit Mid Cap Growth Fund Inc | Multi-Cap Growth | | Sold All | -20,600 | -100 % | | | | 3.02 % | $-25,338 | | | | | | News Article | History of It Mid Cap Growth Fund Inc-Sit Mid Cap Growth Fund Inc Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-CSR | It Mutual Funds Inc-Sit Dividend Growth Fund | Equity Income | 11,600 | Added More | 1,175 | 11.27 % | $472,352 | $486,620 | $14,268 | 3.02 % | $1,445 | | | | | | News Article | History of It Mutual Funds Inc-Sit Dividend Growth Fund Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-CSR | It Mutual Funds Inc-Sit International Growth Fund | Multi-Cap Growth | | Sold All | -101,200 | -100 % | | | | 3.02 % | $-124,476 | | | | | | News Article | History of It Mutual Funds Inc-Sit International Growth Fund Ownership Of Equitable Resources Inc |
| 2009-08-27 | 2009-06-30 | N-CSR | It Mutual Funds Inc-Sit Small Cap Growth Fund | Mid-Cap Growth | | Sold All | -20,700 | -100 % | | | | 3.02 % | $-25,461 | | | | | | News Article | History of It Mutual Funds Inc-Sit Small Cap Growth Fund 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 | $2,727 | $80 | 3.02 % | $10 | | | | | | 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 % | | | | 3.02 % | $-19,434 | | | | | | News Article | History of Janus Aspen Series-Mid Cap Value Portfolio 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 | $654,672 | $19,195 | 3.02 % | $-6,466 | | | | | | 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 | $5,595,207 | $164,055 | 3.02 % | $-122,387 | | | | | | 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 | $1,960,407 | $57,480 | 3.02 % | $2,583 | | | | | | 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 % | | | | 1.57 % | $-173,719 | | | | | | 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 % | | | | 1.57 % | $-73,306 | | | | | | News Article | History of Mfs Series Trust Xi-Mfs Mid Cap Value Fund Ownership Of Equitable Resources Inc |
| 2009-08-17 | 2009-06-30 | 13F-HR | Van Eck Associates Corp | Institution | 332,800 | Added More | 47,500 | 16.64 % | $12,925,952 | $13,960,960 | $1,035,008 | 8.00 % | $147,725 | | | | | | News Article | History of Van Eck Associates Corp Ownership Of Equitable Resources Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Alex Brown Investment Management Llc | Institution | | Sold All | -5,424 | -100 % | | | | 4.37 % | $-9,546 | | | | | | News Article | History of Alex Brown Investment Management Llc Ownership Of Equitable Resources Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Meag New York Corp | Institution | | Sold All | -16,800 | -100 % | | | | 4.37 % | $-29,568 | | | | | | News Article | History of Meag New York Corp Ownership Of Equitable Resources Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Penobscot Investment Management Company Inc | Institution | | Sold All | -25,000 | -100 % | | | | 4.37 % | $-44,000 | | | | | | News Article | History of Penobscot Investment Management Company Inc Ownership Of Equitable Resources Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Williams Jones And Associates Inc | Institution | 6,000 | New Holding | 6,000 | 100 % | $241,140 | $251,700 | $10,560 | 4.37 % | $10,560 | | | | | | News Article | History of Williams Jones And Associates Inc Ownership Of Equitable Resources Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Corestates Capital Advisors Llc | No Data | 22 | No Compare | | | $887 | $923 | $36 | 4.09 % | | | | | | | News Article | History of Corestates Capital Advisors Llc Ownership Of Equitable Resources Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Reich And Tang Asset Management Lp | Institution | 43,200 | Added More | 33,200 | 332.00 % | $1,740,960 | $1,812,240 | $71,280 | 4.09 % | $54,780 | | | | | | News Article | History of Reich And Tang Asset Management Lp Ownership Of Equitable Resources Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Flood Gamble Associates Inc | Institution | 14,140 | No Change | 0 | 0 % | $568,569 | $593,173 | $24,604 | 4.32 % | $0 | | | | | | News Article | History of Flood Gamble Associates Inc Ownership Of Equitable Resources Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Gruber And Mcbaine Capital Management Llc | Institution | 112,790 | Added More | 17,790 | 18.72 % | $4,535,286 | $4,731,541 | $196,255 | 4.32 % | $30,955 | | | | | | News Article | History of Gruber And Mcbaine Capital Management Llc Ownership Of Equitable Resources Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Padco Advisors Inc | Institution | | Sold All | -2,093 | -100 % | | | | 6.39 % | $-5,274 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Equitable Resources Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | Fan Asset Management Llc | Institution | | Sold All | -6,300 | -100 % | | | | 4.32 % | $-10,962 | | | | | | News Article | History of Fan Asset Management Llc Ownership Of Equitable Resources Inc |
| 2009-08-07 | 2009-06-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | | Sold All | -14,500 | -100 % | | | | 6.04 % | $-34,655 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Equitable Resources Inc |
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