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Forrester Resh Inc (FORR)

Industry: Consulting ServicesCountry: United States
 
Number of funds
Global RankCountry RankIndustry Rank
Owned:
156
1966180911
Score:
0.17
3153--
Brand New:
22
1874169910
Increased Existing:
35
2017--
No Change:
21
1613--
Reduced Existing:
33
1932--
Liquidated:
12
3027257718
No Comparison Available:
33
---
Funds buying shares:
57
1989183011
Buying %:
46.34 %
3510176517
Funds not buying/selling shares:
21
---
Neutral %:
17.07 %
---
Funds selling shares:
45
2320212015
Selling %:
36.58 %
7401413437
   

Forrester Resh Inc (FORR) 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
Absolute Strategies Fund (Forum Funds) Equity Mkt Neutral Fu ... -10.80 % 2008-06-06 14,500 $433,405 $-14,790 -3.29 % No Compare - - % -
Algert Coldiron Investors Llc Institution % 2008-05-14 2,500 % New Holding 2,500 100.00 %
American Capital Management Inc Institution -1.30 % 2008-04-22 319,755 $9,557,477 $1,259,835 15.18 % Sold Some -1,400 -0.43 % $-5,516
American Independence Financial Services Llc Institution -8.26 % 2008-05-08 195 % No Change 195 0 % -
American International Group Inc Institution -10.58 % 2008-05-15 13,107 $391,768 $-9,175 -2.28 % Sold Some -711 -5.14 % $498
Ameriprise Financial Inc Institution -11.82 % 2008-05-06 128,667 $3,845,857 $10,293 0.26 % Added More 128,497 75586.47 % $10,280
Amvescap Plc Institution % 2008-05-14 69,561 % Added More 6,246 9.86 %
Arbor Capital Management Llc Institution -9.69 % 2008-05-15 None - - - % Sold All -153,400 -100.00 % $107,380
Arnhold And S Bleichroeder Advisers Llc Institution -6.98 % 2008-05-13 12,000 $358,680 $-12,720 -3.42 % No Change 12,000 0 % -
Aronson And Johnson And Ortiz Lp Institution -10.47 % 2008-05-15 38,800 $1,159,732 $-27,160 -2.28 % New Holding 38,800 100.00 % $-27,160
Axa Institution -11.81 % 2008-05-15 20,640 $616,930 $-14,448 -2.28 % Added More 3,841 22.86 % $-2,689
Baird Robert W And Co Inc Institution -10.28 % 2008-05-02 25,992 $776,901 $10,137 1.32 % Sold Some -42,405 -61.99 % $-16,538
Baird Smallcap Fund (Baird Funds Inc) Small-Cap Core -10.29 % 2008-05-30 11,318 $338,295 $-3,622 -1.05 % New Holding 11,318 100.00 % $-3,622
Bank Of America Corp Institution -10.24 % 2008-05-12 1,261,288 $37,699,898 $-681,096 -1.77 % Sold Some -51,987 -3.95 % $28,073
Bank Of New York Mellon Corp Institution % 2008-05-14 521,811 % Sold Some -160,056 -23.47 %
Barclays Global Investors Uk Holdings Ltd Institution -8.65 % 2008-04-30 580,329 $17,346,034 $609,345 3.64 % Added More 12,271 2.16 % $12,885
Barclays Plc Institution % 2008-05-14 500 % Added More 300 150.00 %
Bear Stearns And Co Inc Institution -9.61 % 2008-05-15 6,403 $191,386 $-4,482 -2.28 % Added More 3 0.04 % $-2
Bjurman Barry Micro Cap Growth Fund (Bjurman Barry Funds) Small-Cap Growth -11.37 % 2008-06-06 5,200 $155,428 $-5,304 -3.29 % New Holding 5,200 100.00 % $-5,304
Black Mesa Capital Llc Institution -12.09 % 2008-05-12 8,660 $258,847 $-4,676 -1.77 % Sold Some -9,819 -53.13 % $5,302
Blackrock Advisors Llc Institution -6.59 % 2008-04-23 1,358,051 $40,592,144 $5,282,818 14.96 % Sold Some -260,100 -16.07 % $-1,011,789
Blackrock Inc Institution -2.14 % 2008-04-23 287,534 $8,594,391 $1,118,507 14.96 % Sold Some -40,900 -12.45 % $-159,101
Blackrock Investment Management Llc Institution -8.07 % 2008-04-23 168,722 $5,043,101 $656,329 14.96 % Sold Some -10,600 -5.91 % $-41,234
Blackrock Master Smallcap Growth Portfolio (Blackrock Master Trust) Small-Cap Growth -2.60 % 2008-04-29 454,800 $13,593,972 $1,114,260 8.92 % No Compare - - % -
Blackrock Small Cap Growth Fund Ii (Blackrock Series Inc) Small-Cap Growth -2.60 % 2008-04-29 454,800 $13,593,972 $1,114,260 8.92 % No Compare - - % -
California Public Employees Retirement System Institution -9.02 % 2008-04-28 172,330 $5,150,944 $525,607 11.36 % Sold Some -5,260 -2.96 % $-16,043
Century Capital Management Llc Institution -6.82 % 2008-05-02 559,350 $16,718,972 $218,147 1.32 % Sold Some -86,350 -13.37 % $-33,677
Citizens Bank Wealth Management Na Institution -9.31 % 2008-05-07 915 $27,349 $824 3.10 % New Holding 915 100.00 % $824
Claymoremorningstar Services Super Sector Index Etf (Claymore Exchange Traded Fund Trust) Specialty & Misc -12.97 % 2008-04-29 None - - - % Sold All -8 -100.00 % $-20
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys Institution -9.50 % 2008-04-28 45,470 $1,359,098 $138,684 11.36 % Added More 1,860 4.26 % $5,673
Davidson D A And Co Institution -9.76 % 2008-05-13 240 $7,174 $-254 -3.42 % New Holding 240 100.00 % $-254
Dimensional Fund Advisors Inc Institution -11.47 % 2008-05-05 586,118 $17,519,067 $-58,612 -0.33 % Added More 10,799 1.87 % $-1,080
Dupont Capital Management Institution % 2008-04-15 89,143 % New Holding 89,143 100.00 %
Dws Small Cap Growth Vip (Dws Variable Series Ii) Small-Cap Growth -12.57 % 2008-05-30 93,200 $2,785,748 $-29,824 -1.05 % No Change 93,200 0 % -
Dws Small Cap Index Vip (Dws Investments Vit Funds) Small-Cap Core -10.20 % 2008-05-29 5,200 $155,428 $-3,120 -1.96 % No Compare - - % -
Equity Index Fund (Tiaa Cref Institutional Mutual Funds) Specialty & Misc -8.87 % 2008-06-05 79,421 $2,373,894 $-185,845 -7.26 % Added More 78,273 6818.20 % $-183,159
Fidelity Nasdaq Composite Index Fund (Fidelity Commonwealth Trust) Specialty & Misc -6.83 % 2008-04-29 713 $21,312 $1,747 8.92 % No Compare - - % -
Fifth Third Bancorp Institution -10.57 % 2008-05-15 1,038 $31,026 $-727 -2.28 % New Holding 1,038 100.00 % $-727
First National Trust Co Institution -13.42 % 2008-05-05 690 $20,624 $-69 -0.33 % New Holding 690 100.00 % $-69
Forward Legato Fund (Forward Funds) Small-Cap Core -4.81 % 2008-05-30 1,455 $43,490 $-466 -1.05 % No Compare - - % -
Gartmore Mutual Fund Capital Trust Institution -10.89 % 2008-05-15 93,108 $2,782,998 $-65,176 -2.28 % Added More 4,297 4.83 % $-3,008
Geode Capital Management Llc Institution -10.49 % 2008-05-15 27,414 $819,404 $-19,190 -2.28 % Sold Some -150 -0.54 % $105
Global Equity Portfolio (Dimensional Investment Group Inc) Global Multi-Cap Core -8.54 % 2008-04-29 19,262 $575,741 $47,192 8.92 % Added More 1,199 6.63 % $2,938
Goldman Sachs Group Inc Institution -10.15 % 2008-05-13 64,033 $1,913,946 $-67,875 -3.42 % Added More 55,551 654.92 % $-58,884
Goodnow Investment Group Llc Institution -12.25 % 2008-05-15 None - - - % Sold All -34,348 -100.00 % $24,044
Granahan Investment Management Inc Institution % 2008-05-14 8,300 % No Change 8,300 0 % -
Growth Equity Fund (Tiaa Cref Institutional Mutual Funds) Multi-Cap Growth -7.37 % 2008-06-05 79,102 $2,364,359 $-185,099 -7.26 % New Holding 79,102 100.00 % $-185,099
Gsa Capital Partners Llp Institution -13.11 % 2008-05-15 18,496 $552,845 $-12,947 -2.28 % Added More 9,484 105.23 % $-6,639
Hartford Advisers Hls Fund (Hartford Series Fund Inc) Specialty & Misc -8.16 % 2008-05-29 2 $60 $-1 -1.96 % Sold Some -1 -33.33 % $1
Hartford Growth Fund (Hartford Mutual Funds Ii Inc) Large-Cap Growth 8.18 % 2008-03-31 None - - - % Sold All -1 -100.00 % $-3
Hartford Investment Management Co Institution -9.67 % 2008-05-15 None - - - % Sold All -1,300 -100.00 % $910
Hartford Smallcap Value Hls Fund (Hartford Hls Series Fund Ii Inc) Small-Cap Value -8.27 % 2008-05-29 2 $60 $-1 -1.96 % Sold Some -1 -33.33 % $1
Harvey Partners Llc Institution -10.11 % 2008-05-15 91,000 $2,719,990 $-63,700 -2.28 % Sold Some -16,500 -15.34 % $11,550
Highbridge Capital Management Llc Institution -8.20 % 2008-05-13 16,235 $485,264 $-17,209 -3.42 % New Holding 16,235 100.00 % $-17,209
Hsbc Holdings Plc Institution -11.72 % 2008-05-15 17,994 $537,841 $-12,596 -2.28 % Sold Some -25,000 -58.14 % $17,500
Huntington Mid Corp America Fund (Huntington Funds) Mid-Cap Core -10.13 % 2008-05-28 40,000 $1,195,600 $26,400 2.25 % No Compare - - % -
Huntington Money Market Fund (Huntington Funds) Specialty & Misc -9.20 % 2008-05-28 None - - - % Sold All -45,410 -100.00 % $-29,971
Huntington National Bank Institution -8.84 % 2008-04-07 45,510 $1,360,294 $135,165 11.03 % Added More 100 0.22 % $297
Huntington Va Mid Corp America Fund (Huntington Funds) Mid-Cap Core -9.74 % 2008-05-28 5,410 $161,705 $3,571 2.25 % No Compare - - % -
Ing Investment Management Co Institution % 2008-05-14 400 % New Holding 400 100.00 %
International Core Equity Portfolio (Dfa Investment Dimensions Group Inc) International Small-M ... -8.62 % 2008-04-29 23,262 $695,301 $56,992 8.92 % Added More 3,999 20.76 % $9,798
Ishares Russell 2000 Growth Index Fund (Ishares Trust) Multi-Cap Growth -7.70 % 2008-06-09 64,430 $1,925,813 $-74,739 -3.73 % No Compare - - % -
Ishares Russell 2000 Index Fund (Ishares Trust) Specialty & Misc -8.96 % 2008-06-09 138,323 $4,134,474 $-160,455 -3.73 % No Compare - - % -
Ishares Russell 2000 Value Index Fund (Ishares Trust) Multi-Cap Value -10.51 % 2008-06-09 5,111 $152,768 $-5,929 -3.73 % No Compare - - % -
Ishares Russell 3000 Growth Index Fund (Ishares Trust) Multi-Cap Growth -6.95 % 2008-06-09 608 $18,173 $-705 -3.73 % No Compare - - % -
Ishares Russell 3000 Index Fund (Ishares Trust) Specialty & Misc -7.39 % 2008-06-09 2,784 $83,214 $-3,229 -3.73 % No Compare - - % -
Ishares Russell 3000 Value Index Fund (Ishares Trust) Multi-Cap Value -7.91 % 2008-06-09 71 $2,122 $-82 -3.73 % No Compare - - % -
Ishares Russell Microcap Index Fund (Ishares Trust) Specialty & Misc -9.90 % 2008-06-09 8,832 $263,988 $-10,245 -3.73 % No Compare - - % -
Ivy Small Cap Value Fund (Ivy Funds) Small-Cap Value -9.36 % 2008-06-06 40,600 $1,213,534 $-41,412 -3.29 % No Change 40,600 0 % -
J P Morgan Chase And Co Institution -9.27 % 2008-05-09 76,439 $2,284,762 $-13,759 -0.59 % Sold Some -16,045 -17.34 % $2,888
Jacobs Levy Equity Management Inc Institution % 2008-05-14 None - - - % Sold All -9,000 -100.00 %
Lockwood Financial Services Inc Institution -7.71 % 2008-05-05 8,917 $266,529 $-892 -0.33 % New Holding 8,917 100.00 % $-892
Managers Fremont Global Fund (Managers Trust I) Global Flex Port -2.07 % 2008-03-28 97,993 $2,929,011 $322,397 12.36 % No Compare - - % -
Marathon Asset Management Llp Institution -8.54 % 2008-04-24 528,544 $15,798,180 $1,495,780 10.45 % Added More 105,300 24.87 % $297,999
Mellon Equity Micro Cap Fund (Mellon Institutional Funds Investment Trust) Specialty & Misc -9.04 % 2008-06-06 1,900 $56,791 $-1,938 -3.29 % No Change 1,900 0 % -
Menta Capital Llc Institution -7.77 % 2008-05-07 13,300 $397,537 $11,970 3.10 % No Change 13,300 0 % -
Mercury Asset Management International Ltd Institution -9.34 % 2008-04-23 6,110 $182,628 $23,768 14.96 % New Holding 6,110 100.00 % $23,768
Merrill Lynch And Co Inc Institution -11.72 % 2008-05-01 6,600 $197,274 $6,534 3.42 % Sold Some -2,433 -26.93 % $-2,409
Merrill Lynch Mercury Asset Management Japan Ltd Institution -7.84 % 2008-04-23 15,468 $462,339 $60,171 14.96 % Sold Some -400 -2.52 % $-1,556
Metropolitan Life Insurance Co Institution -9.24 % 2008-05-09 12,422 $371,294 $-2,236 -0.59 % Added More 2,562 25.98 % $-461
Mfc Global Investment Management Usa Ltd Institution -10.05 % 2008-05-12 6,289 $187,978 $-3,396 -1.77 % Sold Some -672 -9.65 % $363
Morgan Stanley Institution -11.27 % 2008-05-15 2,184,226 $65,286,515 $-1,528,958 -2.28 % Added More 203,107 10.25 % $-142,175
Multimanager Small Cap Growth Portfolio (Axa Premier Vip Trust) Small-Cap Growth -10.09 % 2008-05-29 None - - - % Sold All -51,100 -100.00 % $30,660
Nationwide Mutual Funds Institution % 2008-05-14 93,108 % No Compare - - % -
Nationwide Nvit Growth Fund (Nationwide Variable Insurance Trust) Multi-Cap Growth 2.91 % 2008-03-10 66,130 $1,976,626 $260,552 15.18 % No Compare - - % -
New York Life Investment Management Llc Institution -10.66 % 2008-05-15 9,350 $279,472 $-6,545 -2.28 % New Holding 9,350 100.00 % $-6,545
New York State Common Retirement Fund Institution -10.69 % 2008-05-08 195,300 % Sold Some -18,700 -8.73 %
Norges Bank Institution -9.56 % 2008-05-09 47,872 $1,430,894 $-8,617 -0.59 % Added More 22,083 85.62 % $-3,975
Northern Trust Co Of Connecticut Institution -11.55 % 2008-05-13 4,300 $128,527 $-4,558 -3.42 % Sold Some -63,700 -93.67 % $67,522
Northern Trust Corp Institution -10.32 % 2008-05-15 194,600 $5,816,594 $-136,220 -2.28 % Added More 48,325 33.03 % $-33,828
Nvit International Value Fund (Nationwide Variable Insurance Trust) Multi-Cap Value -3.07 % 2008-03-10 18,700 $558,943 $73,678 15.18 % No Compare - - % -
Oppenheimer Funds Inc Institution % 2008-05-14 306,967 % Added More 31,100 11.27 %
Oppenheimer Main Street Fundva (Oppenheimer Variable Account Funds) Specialty & Misc -6.37 % 2008-05-30 None - - - % Sold All -1,000 -100.00 % $320
Padco Advisors Ii Inc Institution -7.59 % 2008-05-15 29 $867 $-20 -2.28 % Sold Some -81 -73.63 % $57
Paradigm Asset Management Co Llc Institution -8.73 % 2008-05-05 265,504 $7,935,915 $-26,550 -0.33 % Added More 145,100 120.51 % $-14,510
Partners Smallcap Blend Fund (Principal Investors Fund Inc) Small-Cap Core -3.48 % 2008-04-01 12,400 $370,636 $34,472 10.25 % Sold Some -700 -5.34 % $-1,946
Partners Smallcap Value Fund I (Principal Investors Fund Inc) Small-Cap Value -8.79 % 2008-04-01 16,700 $499,163 $46,426 10.25 % No Change 16,700 0 % -
Perritt Capital Management Inc Institution -5.30 % 2008-04-29 33,500 $1,001,315 $82,075 8.92 % No Change 33,500 0 % -
Perritt Microcap Opportunities Fund (Perritt Microcap Opportunities Fund Inc) Specialty & Misc -2.47 % 2008-03-12 33,500 $1,001,315 $103,515 11.52 % No Compare - - % -
Pnc Financial Services Group Inc Institution -9.30 % 2008-05-12 105 $3,138 $-57 -1.77 % No Change 105 0 % -
Price T Rowe Associates Inc Institution -9.36 % 2008-05-15 None - - - % Sold All -319,800 -100.00 % $223,860
Public Employees Retirement Association Of Colorado Institution -9.59 % 2008-05-13 111,800 $3,341,702 $-118,508 -3.42 % No Change 111,800 0 % -
Public Employees Retirement System Of Ohio Institution -8.85 % 2008-06-03 40,238 $1,202,714 $-36,617 -2.95 % Added More 550 1.38 % $-501
Quantlab Capital Management Ltd Institution -10.12 % 2008-05-15 92 $2,750 $-64 -2.28 % New Holding 92 100.00 % $-64
Rbc Capital Markets Arbitrage S A Institution % 2008-05-14 2,700 % New Holding 2,700 100.00 %
Renaissance Technologies Corp Institution -10.48 % 2008-05-15 295,200 $8,823,528 $-206,640 -2.28 % Added More 40,700 15.99 % $-28,490
Riverbridge Partners Llc Institution -6.34 % 2008-05-13 384,752 $11,500,237 $-407,837 -3.42 % Added More 270,018 235.34 % $-286,219
Royce And Associates Llc Institution -3.31 % 2008-05-08 858,600 % Sold Some -63,800 -6.91 %
Rutabaga Capital Management Llc/Ma Institution -3.73 % 2008-05-02 None - - - % Sold All -416,717 -100.00 % $-162,520
Rydex Inverse Russell 2000 Etf (Rydex Etf Trust) Specialty & Misc -2.53 % 2008-03-24 60 $1,793 $140 8.49 % No Compare - - % -
Sa International Small Company Fund (Sa Funds Investment Trust) Small-Cap Core -8.45 % 2008-05-23 5,600 $167,384 $2,520 1.52 % New Holding 5,600 100.00 % $2,520
Schwab Charles Investment Management Inc Institution % 2008-05-14 5,775 % No Change 5,775 0 % -
Small Cap Index Fund (John Hancock Funds Ii) Small-Cap Core -7.26 % 2008-05-05 615 $18,382 $-62 -0.33 % No Compare - - % -
Small Cap Index Fund (Valic Co I) Small-Cap Core -6.72 % 2008-04-29 12,854 $384,206 $31,492 8.92 % No Change 12,854 0 % -
Small Cap Index Trust (John Hancock Trust) Small-Cap Core -11.02 % 2008-05-30 4,489 $134,176 $-1,436 -1.05 % Sold Some -514 -10.27 % $164
Small Cap Portfolio (Seasons Series Trust) Small-Cap Core -9.84 % 2008-06-06 860 $25,705 $-877 -3.29 % Added More 40 4.87 % $-41
Small Capitalization Value (Target Portfolio Trust) Small-Cap Value -4.22 % 2008-03-31 None - - - % Sold All -1,700 -100.00 % $-5,627
Small Company Growth Portfolio (Universal Institutional Funds Inc) Small-Cap Growth -11.62 % 2008-05-29 30,138 $900,825 $-18,083 -1.96 % Added More 311 1.04 % $-187
Small Company Growth Portfolio (Morgan Stanley Institutional Fund Inc) Small-Cap Growth 5.28 % 2008-03-10 1,071,769 $32,035,175 $4,222,770 15.18 % No Compare - - % -
Small Company Growth Portfolio (Vanguard Variable Insurance Funds) Small-Cap Growth -9.18 % 2008-05-30 8,300 $248,087 $-2,656 -1.05 % No Change 8,300 0 % -
Smallcap Growth Account (Principal Variable Contracts Fund Inc) Small-Cap Growth -0.31 % 2008-03-06 7,700 $230,153 $27,181 13.39 % No Compare - - % -
Smallcap Value Account (Principal Variable Contracts Fund Inc) Small-Cap Value -3.61 % 2008-03-06 7,700 $230,153 $27,181 13.39 % No Compare - - % -
Special Equity Portfolio (Diversified Investors Portfolios) Specialty & Misc 2.99 % 2008-03-10 12,400 $370,636 $48,856 15.18 % No Compare - - % -
Ssga Enhanced Small Cap Fund (Ssga Funds) Small-Cap Core -9.38 % 2008-05-07 4,600 $137,494 $4,140 3.10 % No Change 4,600 0 % -
State Board Of Administration Of Florida Retirement System Institution -8.35 % 2008-04-23 35,389 $1,057,777 $137,663 14.96 % No Change 35,389 0 % -
State Farm Equity Fund (State Farm Mutual Fund Trust) Specialty & Misc -2.02 % 2008-03-07 3,052 $91,224 $10,163 12.53 % No Compare - - % -
Sterling Johnston Capital Management Lp Institution -11.90 % 2008-05-12 392,450 $11,730,331 $-211,923 -1.77 % Added More 41,800 11.92 % $-22,572
Stock Index Account (Tiaa Separate Account Va 1) Specialty & Misc -8.84 % 2008-05-29 983 $29,382 $-590 -1.96 % New Holding 983 100.00 % $-590
Summit Investment Partners Inc Institution % 2008-05-14 1,027 % No Change 1,027 0 % -
Teachers Advisors Inc Institution % 2008-05-14 8,195 % Added More 190 2.37 %
The Blue Small Cap Fund (Blue Fund Group) Small-Cap Core -10.35 % 2008-05-30 691 $20,654 $-221 -1.05 % Added More 665 2557.69 % $-213
The Boston Company International Small Cap Fund (Mellon Institutional Funds Investment Trust) Small-Cap Core 0.46 % 2008-04-22 80,960 $2,419,894 $318,982 15.18 % No Change 80,960 0 % -
The Boston Company Small Cap Growth Fund (Mellon Institutional Funds Investment Trust) Small-Cap Growth -5.74 % 2008-06-06 52,060 $1,556,073 $-53,101 -3.29 % Added More 3,150 6.44 % $-3,213
The Small Capitalization Equity Portfolio (Hirtle Callaghan Trust) Small-Cap Core 4.10 % 2008-03-07 60,400 $1,805,356 $201,132 12.53 % No Compare - - % -
Tiaa Cref Investment Management Llc Institution % 2008-05-14 95,206 % Sold Some -695 -0.72 %
Total Stock Market Index Trust (John Hancock Trust) Specialty & Misc -8.83 % 2008-05-30 759 $22,687 $-243 -1.05 % No Change 759 0 % -
Two Sigma Investments Llc Institution -10.21 % 2008-05-15 31,700 $947,513 $-22,190 -2.28 % New Holding 31,700 100.00 % $-22,190
Ultra Industrials Proshares (Proshares Trust) Specialty & Misc -0.68 % 2008-04-25 69 $2,062 $235 12.83 % Sold Some -7 -9.21 % $-24
Ultra Russell2000 Growth Proshares (Proshares Trust) Multi-Cap Growth -4.68 % 2008-04-25 165 $4,932 $561 12.83 % Sold Some -22 -11.76 % $-75
Ultra Russell2000 Value Proshares (Proshares Trust) Multi-Cap Value -9.81 % 2008-04-25 13 $389 $44 12.83 % No Compare - - % -
Unionbancal Corp Institution -9.14 % 2008-04-25 8,700 $260,043 $29,580 12.83 % New Holding 8,700 100.00 % $29,580
Us Bancorp De Institution -9.13 % 2008-05-15 2,548 $76,160 $-1,784 -2.28 % Added More 1,782 232.63 % $-1,247
Value Fund (Diversified Investors Funds Group) Multi-Cap Value -9.78 % 2008-05-29 23,200 $693,448 $-13,920 -1.96 % Sold Some -1,600 -6.45 % $960
Value Fund (Diversified Investors Funds Group Ii) Small-Cap Core -9.78 % 2008-05-29 23,200 $693,448 $-13,920 -1.96 % Sold Some -1,600 -6.45 % $960
Value Portfolio (Diversified Investors Portfolios) Multi-Cap Value -10.01 % 2008-05-29 11,600 $346,724 $-6,960 -1.96 % New Holding 11,600 100.00 % $-6,960
Vanguard 500 Index Fund (Vanguard Index Funds) S&P 500 Index -10.00 % 2008-05-30 132,013 $3,945,869 $-42,244 -1.05 % No Compare - - % -
Vanguard Balanced Index Fund (Vanguard Balanced Index Funds) Mixed-Asset Target Al ... -9.99 % 2008-05-30 4,884 $145,983 $-1,563 -1.05 % No Change 4,884 0 % -
Vanguard Extended Market Index Fund (Vanguard Index Funds) Mid-Cap Core -9.80 % 2008-05-30 85,770 $2,563,665 $-27,446 -1.05 % Sold Some -8,700 -9.20 % $2,784
Vanguard Group Inc Institution -10.04 % 2008-05-01 461,020 $13,779,888 $456,410 3.42 % Added More 448,463 3571.41 % $443,978
Vanguard Institutional Total Stock Market Index Fund (Vanguard Institutional Index Funds) Specialty & Misc -10.02 % 2008-05-30 15,216 $454,806 $-4,869 -1.05 % No Compare - - % -
Vanguard Small Cap Growth Index Fund (Vanguard Index Funds) Small-Cap Growth -7.96 % 2008-05-30 80,131 $2,395,116 $-25,642 -1.05 % No Compare - - % -
Vanguard Total Stock Market Index Fund (Vanguard Index Funds) Multi-Cap Core -9.94 % 2008-05-30 124,879 $3,732,633 $-39,961 -1.05 % Added More 9,880 8.59 % $-3,162
W And R Target Small Cap Value Portfolio (W And R Target Funds Inc) Small-Cap Value -10.53 % 2008-05-30 57,500 $1,718,675 $-18,400 -1.05 % No Compare - - % -
Wedge Capital Management L L P Institution -10.29 % 2008-05-02 213,136 $6,370,635 $83,123 1.32 % Added More 915 0.43 % $357
Wells Fargo And Co Institution -10.02 % 2008-05-15 809,400 $24,192,966 $-566,580 -2.28 % Sold Some -20,900 -2.51 % $14,630
Wisdomtree Smallcap Earnings Fund (Wisdomtree Trust) Small-Cap Core -12.17 % 2008-06-06 238 $7,114 $-243 -3.29 % No Change 238 0 % -
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Listed 156 holdings.
   
Forrester Resh Inc on Google Forrester Resh Inc on Yahoo Forrester Resh Inc on CNN Money Forrester Resh Inc on MSN Forrester Resh Inc on Reuters Forrester Resh Inc on Market Watch Forrester Resh Inc on Forbes
 
Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate!
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