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Jpmorgan Chase And Co (JPM)

Industry: Finance-Invest Bnkr/BrkrCountry: United States
 
Number of funds
Global RankCountry RankIndustry Rank
Owned:
1863
1092
Score:
0.03
4372--
Brand New:
171
541
Increased Existing:
520
11--
No Change:
154
28--
Reduced Existing:
567
16--
Liquidated:
123
95896
No Comparison Available:
328
---
Funds buying shares:
691
771
Buying %:
45.01 %
3886205434
Funds not buying/selling shares:
154
---
Neutral %:
10.03 %
---
Funds selling shares:
690
19162
Selling %:
44.95 %
5161243938
   

Jpmorgan Chase And Co (JPM) 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 -12.54 % 2008-05-15 None - - - % Sold All -10,000 -100.00 % $106,000
1st Global Advisors Inc Institution -7.44 % 2008-04-21 6,095 $215,214 $-60,462 -21.93 % Sold Some -262 -4.12 % $2,599
1st Source Bank Institution -14.88 % 2008-05-07 43,811 $1,546,966 $-493,312 -24.17 % Sold Some -3,114 -6.63 % $35,064
Aberdeen Asset Management Plc Institution -9.74 % 2008-04-16 1,419,590 $50,125,723 $-13,699,044 -21.46 % Sold Some -1,344,799 -48.64 % $12,977,310
Abner Herrman And Brock Inc Institution -4.69 % 2008-04-09 148,978 $5,260,413 $-1,339,312 -20.29 % Added More 27,514 22.65 % $-247,351
Acadia Trust Na Institution -6.90 % 2008-05-13 3,707 $130,894 $-37,700 -22.36 % Added More 1,540 71.06 % $-15,662
Acropolis Investment Management Llc Institution -9.06 % 2008-05-07 15,688 $553,943 $-176,647 -24.17 % Added More 5,713 57.27 % $-64,328
Activa Growth Fund (Activa Mutual Fund Trust) Multi-Cap Growth -5.59 % 2008-04-29 4,900 $173,019 $-57,673 -25.00 % No Change 4,900 0 % -
Active Stock Portfolio (Master Investment Portfolio) Specialty & Misc -8.41 % 2008-05-30 698,615 $24,668,096 $-5,372,349 -17.88 % Sold Some -27,583 -3.79 % $212,113
Adage Capital Partners Gp Llc Institution -9.86 % 2008-05-15 3,104,507 $109,620,142 $-32,907,774 -23.08 % Sold Some -150,000 -4.60 % $1,590,000
Adams Asset Advisors Llc Institution -4.29 % 2008-04-28 68,938 $2,434,201 $-829,324 -25.41 % Sold Some -3,120 -4.32 % $37,534
Adell Harriman And Carpenter Inc Institution -8.88 % 2008-04-28 167,406 $5,911,106 $-2,013,894 -25.41 % Sold Some -2,930 -1.72 % $35,248
Adirondack Trust Co Institution -4.67 % 2008-05-08 4,340 % Sold Some -1,445 -24.97 %
Advisors Capital Management Llc Institution -18.40 % 2008-05-08 None - - - % Sold All -2,028 -100.00 %
Advisory Research Inc Institution % 2008-05-14 367,589 % Added More 354,837 2782.59 %
Affinity Wealth Management Institution -7.42 % 2008-04-28 4,295 $151,656 $-51,669 -25.41 % New Holding 4,295 100.00 % $-51,669
Agf Funds Inc Institution % 2008-05-14 2,048,232 % Sold Some -111,300 -5.15 %
Aggressive Growth Fund (Usaa Mutual Funds Trust) Multi-Cap Growth -1.67 % 2008-06-27 802,723 $28,344,149 $208,708 0.74 % No Compare - - % -
Aic Ltd Institution -17.95 % 2008-05-15 646,491 $22,827,597 $-6,852,805 -23.08 % Sold Some -41,092 -5.97 % $435,575
Aim Charter Fund (Aim Equity Funds) Large-Cap Core -1.21 % 2008-03-31 2,294,441 $81,016,712 $-17,529,529 -17.78 % No Compare - - % -
Aim Diversified Dividend Fund (Aim Equity Funds) Large-Cap Core 0.00 % 2008-07-03 173,913 $6,140,868 $0 0.00 % No Compare - - % -
Aim Dynamics Fund (Aim Stock Funds) Mid-Cap Growth -7.64 % 2008-04-04 54,119 $1,910,942 $-555,261 -22.51 % No Compare - - % -
Aim Financial Services Fund (Aim Sector Funds) Financial Services -14.74 % 2008-06-06 524,127 $18,506,924 $-2,505,327 -11.92 % No Compare - - % -
Aim Select Equity Fund (Aim Funds Group) Multi-Cap Core -2.65 % 2008-03-07 280,626 $9,908,904 $-631,409 -5.99 % No Compare - - % -
Al Frank Asset Management Inc Institution -11.53 % 2008-05-06 72,376 $2,555,597 $-932,927 -26.74 % Sold Some -4,168 -5.44 % $53,726
Al Frank Fund (Advisors Series Trust) Specialty & Misc -10.87 % 2008-05-29 13,200 $466,092 $-109,032 -18.95 % No Compare - - % -
Aletheia Research And Management Inc Institution -8.69 % 2008-05-12 306,920 $10,837,345 $-3,661,556 -25.25 % Sold Some -97,324 -24.07 % $1,161,075
Alex Brown Investment Management Llc Institution -15.38 % 2008-05-16 499,450 $17,635,580 $-5,603,829 -24.11 % Sold Some -301,000 -37.60 % $3,377,220
Alexander Capital Management Group Llc Institution -7.37 % 2008-04-30 192,278 $6,789,336 $-2,372,711 -25.89 % Sold Some -26,070 -11.93 % $321,704
Alger Fred Management Inc Institution -7.23 % 2008-04-24 10,000 $353,100 $-116,600 -24.82 % No Change 10,000 0 % -
Algert Coldiron Investors Llc Institution % 2008-05-14 250 % Sold Some -20 -7.40 %
Alliance Trust Plc Institution -6.45 % 2008-05-12 35,000 $1,235,850 $-417,550 -25.25 % Sold Some -162,637 -82.29 % $1,940,259
Alliancebernstein Balanced Shares Inc (Alliancebernstein Balanced Shares Inc) Flexible Portfolio -11.28 % 2008-04-28 970,800 $34,278,948 $-11,678,724 -25.41 % Sold Some -144,900 -12.98 % $1,743,147
Alliancebernstein Focused Growth And Income Fund Inc (Alliancebernstein Focused Growth And Income Fund Inc) Multi-Cap Growth % 2008-04-28 None - - - % Sold All -100,000 -100.00 % $1,203,000
Alliancebernstein Global Blend Portfolio (Alliancebernstein Blended Style Series Inc) Global Flex Port -11.82 % 2008-05-06 5,335 $188,379 $-68,768 -26.74 % No Compare - - % -
Alliancebernstein Global Research Growth Fund Inc (Alliancebernstein Global Research Growth Fund Inc) Global Large-Cap Grow ... -12.35 % 2008-05-28 None - - - % Sold All -79,539 -100.00 % $600,519
Alliancebernstein Global Research Growth Portfolio (Alliancebernstein Pooling Portfolios) Multi-Cap Growth -12.44 % 2008-05-06 2,735 $96,573 $-35,254 -26.74 % Sold Some -1,100 -28.68 % $14,179
Alliancebernstein Global Value Fund (Alliancebernstein Trust) Multi-Cap Value -9.55 % 2008-04-28 149,300 $5,271,783 $-1,796,079 -25.41 % Sold Some -28,900 -16.21 % $347,667
Alliancebernstein Global Value Portfolio (Alliancebernstein Pooling Portfolios) Global Multi-Cap Valu ... -10.92 % 2008-05-06 2,600 $91,806 $-33,514 -26.74 % No Change 2,600 0 % -
Alliancebernstein Growth And Income Fund Inc (Alliancebernstein Growth And Income Fund Inc) Multi-Cap Growth -12.07 % 2008-03-27 1,373,900 $48,512,409 $-10,372,945 -17.61 % No Compare - - % -
Alliancebernstein Value Fund (Alliancebernstein Trust) Multi-Cap Value -11.88 % 2008-04-28 705,900 $24,925,329 $-8,491,977 -25.41 % No Change 705,900 0 % -
Alliancebernstein Value Portfolio (Alliancebernstein Variable Products Series Fund Inc) Multi-Cap Value % 2008-05-30 None - - - % Sold All -428,399 -100.00 % $3,294,388
Alliancebernstein Wealth Appreciation Strategy (Alliancebernstein Portfolios) Global Multi-Cap Grow ... -10.57 % 2008-05-06 121,600 $4,293,696 $-1,567,424 -26.74 % No Compare - - % -
Allied Irish Banks Plc Institution -16.91 % 2008-05-09 174,340 $6,155,945 $-1,963,068 -24.17 % Added More 24,418 16.28 % $-274,947
Allstate Assurance Co Separate Account B (Allstate Assurance Co Separate Account B) Specialty & Misc -8.08 % 2008-05-28 None - - - % Sold All -1,500 -100.00 % $11,325
Allstate Insurance Co Institution -9.31 % 2008-05-09 751,033 $26,518,975 $-8,456,632 -24.17 % Sold Some -5,661 -0.74 % $63,743
Allstate Pension Plan Institution -9.11 % 2008-05-09 54,228 $1,914,791 $-610,607 -24.17 % Added More 28,820 113.42 % $-324,513
Alpha Windward Llc Institution -7.47 % 2008-04-30 24,634 $869,827 $-303,984 -25.89 % Sold Some -1,182 -4.57 % $14,586
Alpine Dynamic Balance Fund (Alpine Series Trust) Specialty & Misc -6.56 % 2008-03-31 40,000 $1,412,400 $-305,600 -17.78 % No Change 40,000 0 % -
Alpine Dynamic Dividend Fund (Alpine Series Trust) Specialty & Misc -8.30 % 2008-03-31 325,000 $11,475,750 $-2,483,000 -17.78 % Added More 50,000 18.18 % $-382,000
Alpine Woods Capital Investors Llc Institution -15.59 % 2008-05-09 217,657 $7,685,469 $-2,450,818 -24.17 % Sold Some -244,500 -52.90 % $2,753,070
Altrinsic Global Advisors Llc Institution -7.42 % 2008-05-15 595,663 $21,032,861 $-6,314,028 -23.08 % Sold Some -557,783 -48.35 % $5,912,500
Amarillo National Bank Institution -7.42 % 2008-04-08 19,122 $675,198 $-182,615 -21.28 % New Holding 19,122 100.00 % $-182,615
America First Investment Advisors Llc Institution -6.52 % 2008-04-11 4,382 $154,728 $-31,638 -16.97 % No Change 4,382 0 % -
American Assets Investment Management Llc Institution % 2008-05-14 60,000 % No Change 60,000 0 % -
American Beacon Balanced Fund (American Beacon Funds) Mixed-Asset Target Al ... % 2008-07-01 None - - - % Sold All -608,211 -100.00 % $-784,592
American Century Companies Inc Institution -9.44 % 2008-05-13 10,808,033 $381,631,645 $-109,917,696 -22.36 % Added More 1,648,880 18.00 % $-16,769,110
American Century Large Company Value (Aegontransamerica Series Trust) Large-Cap Value -10.66 % 2008-05-29 241,600 $8,530,896 $-1,995,616 -18.95 % Sold Some -21,200 -8.06 % $175,112
American Century Large Company Value Portfolio (Northwestern Mutual Series Fund Inc) Large-Cap Value -10.11 % 2008-05-23 19,800 $699,138 $-138,798 -16.56 % No Compare - - % -
American Fund Advisors Inc Institution -11.92 % 2008-04-16 5,400 $190,674 $-52,110 -21.46 % No Change 5,400 0 % -
American Independence Financial Services Llc Institution -8.26 % 2008-05-08 4,156 % Added More 259 6.64 %
American International Group Inc Institution -10.58 % 2008-05-15 3,801,450 $134,229,200 $-40,295,370 -23.08 % Sold Some -280,121 -6.86 % $2,969,283
American Investment Services Inc. Institution -11.87 % 2008-05-15 11,587 $409,137 $-122,822 -23.08 % Sold Some -6,080 -34.41 % $64,448
American Israeli Shared Values Capital Appreciation Fund (American Israeli Shared Values Trust) Specialty & Misc -13.16 % 2008-04-25 340 $12,005 $-4,243 -26.11 % No Compare - - % -
American Leading Companies Trust (Legg Mason Investors Trust Inc) Specialty & Misc -10.71 % 2008-06-06 700,000 $24,717,000 $-3,346,000 -11.92 % Added More 699,300 99900.00 % $-3,342,654
American Mutual Fund Inc (American Mutual Fund Inc) Multi-Cap Value -2.51 % 2008-03-28 4,866,000 $171,818,460 $-36,008,400 -17.32 % Added More 320,000 7.03 % $-2,368,000
American National Bank Institution % 2008-04-15 39,923 % No Change 39,923 0 % -
Ameriprise Financial Inc Institution -11.82 % 2008-05-06 12,465,523 $440,157,617 $-160,680,591 -26.74 % Added More 1,664,493 15.41 % $-21,455,315
Amg National Trust Bank Institution -5.63 % 2008-05-08 139,697 % Added More 8,960 6.85 %
Amida Capital Management Ii Llc Institution -8.75 % 2008-05-09 42,000 $1,483,020 $-472,920 -24.17 % Added More 32,000 320.00 % $-360,320
Amvescap Plc Institution % 2008-05-14 9,596,022 % Sold Some -4,882,396 -33.72 %
Analytic Asset Management Inc Institution -6.56 % 2008-05-21 7,500 $264,825 $-53,325 -16.76 % No Compare - - % -
Analytic Investors Inc Institution -11.91 % 2008-05-20 4,062,578 $143,449,629 $-34,085,029 -19.19 % Sold Some -494,197 -10.84 % $4,146,313
Aperio Group Llc Institution -9.87 % 2008-05-12 279,359 $9,864,166 $-3,332,753 -25.25 % Sold Some -11,551 -3.97 % $137,803
Apex Capital Llc Institution -5.84 % 2008-05-05 150,000 $5,296,500 $-1,903,500 -26.43 % Added More 115,000 328.57 % $-1,459,350
Apex Capital Management Institution -8.04 % 2008-04-29 16,332 $576,683 $-192,228 -25.00 % Added More 852 5.50 % $-10,028
Apg All Pensions Group Institution -9.29 % 2008-05-13 3,923,941 $138,554,357 $-39,906,480 -22.36 % No Compare - - % -
Appleton Partners Inc Institution -8.49 % 2008-05-07 9,275 $327,500 $-104,437 -24.17 % Sold Some -631 -6.36 % $7,105
Appreciation Portfolio (Dreyfus Variable Investment Fund) Specialty & Misc -6.79 % 2008-05-22 140,100 $4,946,931 $-1,084,374 -17.97 % Sold Some -205,000 -59.40 % $1,586,700
Aqr Capital Management Llc Institution -11.06 % 2008-05-15 713,436 $25,191,425 $-7,562,422 -23.08 % Sold Some -238,525 -25.05 % $2,528,365
Ar Asset Managment Inc Institution -17.64 % 2008-05-07 105,534 $3,726,406 $-1,188,313 -24.17 % New Holding 105,534 100.00 % $-1,188,313
Aragon Global Management Llc Institution -10.07 % 2008-05-09 70,400 $2,485,824 $-792,704 -24.17 % New Holding 70,400 100.00 % $-792,704
Argent Capital Management Llc Institution -8.47 % 2008-04-24 597,483 $21,097,125 $-6,966,652 -24.82 % Added More 11,246 1.91 % $-131,128
Argus Investors Counsel Inc. Institution -9.70 % 2008-04-30 18,433 $650,869 $-227,463 -25.89 % No Compare - - % -
Argyle Capital Management Inc Institution -5.29 % 2008-04-28 14,000 $494,340 $-168,420 -25.41 % No Change 14,000 0 % -
Argyll Research Llc Institution -7.84 % 2008-06-06 1,410,800 $49,815,348 $-6,743,624 -11.92 % Added More 277,800 24.51 % $-1,327,884
Ariel Capital Management Llc Institution % 2008-05-14 429,710 % Sold Some -182,120 -29.76 %
Aristeia Capital Llc Institution -27.73 % 2008-05-15 31,600 $1,115,796 $-334,960 -23.08 % New Holding 31,600 100.00 % $-334,960
Ark Asset Management Co Inc Institution -7.17 % 2008-05-07 436,699 $15,419,842 $-4,917,231 -24.17 % Added More 111,023 34.09 % $-1,250,119
Armstrong Shaw Associates Inc/Ct Institution -11.52 % 2008-05-05 3,644,162 $128,675,360 $-46,244,416 -26.43 % Added More 3,318,905 1020.39 % $-42,116,904
Arnhold And S Bleichroeder Advisers Llc Institution -6.98 % 2008-05-13 65,200 $2,302,212 $-663,084 -22.36 % Sold Some -2,430,300 -97.38 % $24,716,151
Aronson And Johnson And Ortiz Lp Institution -10.47 % 2008-05-15 12,942,200 $456,989,082 $-137,187,320 -23.08 % Sold Some -1,160,624 -8.22 % $12,302,614
Arrow Financial Corp Institution % 2008-05-14 10,643 % Added More 440 4.31 %
Arvest Trust Co N A Institution % 2008-05-14 196,763 % Added More 13,250 7.22 %
Ashfield Capital Partners Llc Institution % 2008-05-14 35,741 % Sold Some -66 -0.18 %
Asset Advisors Corp Institution -10.03 % 2008-05-13 8,588 $303,242 $-87,340 -22.36 % No Change 8,588 0 % -
Asset Allocation Fund (Valic Co I) Specialty & Misc -7.73 % 2008-04-29 28,240 $997,154 $-332,385 -25.00 % Sold Some -1,422,841 -98.05 % $16,746,839
Asset Allocation Fund (American Funds Insurance Series) Specialty & Misc -5.39 % 2008-03-07 3,000,000 $105,930,000 $-6,750,000 -5.99 % No Compare - - % -
Asset Allocation Fund (Wells Fargo Funds Trust) Specialty & Misc -6.37 % 2008-06-04 158,473 $5,595,682 $-1,001,549 -15.18 % No Compare - - % -
Asset Allocation Portfolio (Anchor Series Trust) Specialty & Misc -9.86 % 2008-05-30 42,400 $1,497,144 $-326,056 -17.88 % No Compare - - % -
Asset Allocation: Diversified Growth Portfolio (Seasons Series Trust) Specialty Dvsfd Eq -8.13 % 2008-06-06 24,565 $867,390 $-117,421 -11.92 % Sold Some -79 -0.32 % $378
Asset Manager Portfolio (Variable Insurance Products Fund V) Specialty & Misc -5.23 % 2008-05-30 198,100 $6,994,911 $-1,523,389 -17.88 % No Compare - - % -
Assetmark Fundamental Index Large Company Value Fund (Assetmark Funds) Large-Cap Value -17.26 % 2008-06-09 None - - - % Sold All -20,282 -100.00 % $44,620
Assetmark Large Cap Value Fund (Assetmark Funds) Multi-Cap Value -8.69 % 2008-06-09 159,838 $5,643,880 $-351,644 -5.86 % Added More 7,100 4.64 % $-15,620
Associated Banc Corp Institution -9.49 % 2008-04-09 75,233 $2,656,477 $-676,345 -20.29 % Added More 36,161 92.54 % $-325,087
Aston Asset Management Llc Institution -7.10 % 2008-05-15 73,417 $2,592,354 $-778,220 -23.08 % Added More 66,515 963.70 % $-705,059
Atalanta Sosnoff Capital Llc Institution % 2008-04-15 5,275 % New Holding 5,275 100.00 %
Atherton Lane Advisers Llc Institution -11.15 % 2008-05-15 6,477 $228,703 $-68,656 -23.08 % Sold Some -2,161 -25.01 % $22,907
Atwood And Palmer Inc Institution -8.05 % 2008-05-13 8,919 $314,930 $-90,706 -22.36 % No Change 8,919 0 % -
Aull Monroe Investment Management Corp Institution -12.96 % 2008-04-21 43,470 $1,534,926 $-431,222 -21.93 % Sold Some -1,596 -3.54 % $15,832
Aureus Asset Management Llc Institution -8.38 % 2008-04-18 2,076 $73,304 $-21,694 -22.83 % Sold Some -2,433 -53.95 % $25,425
Avalon Advisors L P Institution -7.46 % 2008-05-01 348,581 $12,308,395 $-4,859,219 -28.30 % New Holding 348,581 100.00 % $-4,859,219
Aviva Plc Institution % 2008-05-14 2,508,022 % Sold Some -90,146 -3.46 %
Axa Institution -11.81 % 2008-05-15 136,549,512 $4,821,563,269 $-1,447,424,827 -23.08 % Sold Some -25,853,718 -15.91 % $274,049,411
Axa Enterprise Socially Responsible Fund (Axa Enterprise Funds Trust) Specialty & Misc -5.57 % 2008-03-28 7,200 $254,232 $-53,280 -17.32 % No Compare - - % -
Azimuth Capital Management Llc Institution -6.00 % 2008-05-07 27,240 $961,844 $-306,722 -24.17 % Added More 7,120 35.38 % $-80,171
Azl Davis Ny Venture Fund (Allianz Variable Insurance Products Trust) Specialty & Misc -10.76 % 2008-05-30 15,858,686 $559,970,203 $-121,953,295 -17.88 % Added More 15,455,750 3835.78 % $-118,854,718
Azl First Trust Target Double Play Fund (Allianz Variable Insurance Products Trust) Specialty & Misc 1.60 % 2008-03-10 49,299 $1,740,748 $-57,680 -3.20 % No Compare - - % -
Azl Legg Mason Value Fund (Allianz Variable Insurance Products Trust) Multi-Cap Value -10.35 % 2008-03-10 411,800 $14,540,658 $-481,806 -3.20 % No Compare - - % -
Azl Occ Value Fund (Allianz Variable Insurance Products Trust) Multi-Cap Value -8.97 % 2008-03-10 267,800 $9,456,018 $-313,326 -3.20 % No Compare - - % -
Azl Oppenheimer Main Street Fund (Allianz Variable Insurance Products Trust) Specialty & Misc -4.21 % 2008-03-10 86,884 $3,067,874 $-101,654 -3.20 % No Compare - - % -
Azl S And P 500 Index Fund (Allianz Variable Insurance Products Trust) S&P 500 Index -2.68 % 2008-03-10 7,200 $254,232 $-8,424 -3.20 % No Compare - - % -
Azl Targetplus Balanced Fund (Allianz Variable Insurance Products Trust) Flexible Portfolio -3.58 % 2008-03-10 1,253 $44,243 $-1,466 -3.20 % No Compare - - % -
Azl Targetplus Growth Fund (Allianz Variable Insurance Products Trust) Multi-Cap Growth -3.59 % 2008-03-10 6,950 $245,405 $-8,132 -3.20 % No Compare - - % -
Azl Targetplus Moderate Fund (Allianz Variable Insurance Products Trust) Specialty & Misc -11.34 % 2008-05-30 5,614 $198,230 $-43,172 -17.88 % Added More 2,307 69.76 % $-17,741
Azl Van Kampen Comstock Fund (Allianz Variable Insurance Products Trust) Specialty & Misc -8.49 % 2008-03-10 300,098 $10,596,460 $-351,115 -3.20 % No Compare - - % -
Azl Van Kampen Equity And Income Fund (Allianz Variable Insurance Products Trust) Equity Income -2.08 % 2008-03-10 103,442 $3,652,537 $-121,027 -3.20 % No Compare - - % -
Azl Van Kampen Growth And Income Fund (Allianz Variable Insurance Products Trust) Multi-Cap Growth -1.98 % 2008-03-10 226,526 $7,998,633 $-265,035 -3.20 % No Compare - - % -
Babson Capital Management Llc Institution % 2008-05-14 487,578 % Added More 32,500 7.14 %
Badgley Phelps And Bell Inc Institution -7.97 % 2008-05-12 102,861 $3,632,022 $-1,227,132 -25.25 % New Holding 102,861 100.00 % $-1,227,132
Bahl And Gaynor Inc Institution -8.14 % 2008-05-13 40,285 $1,422,463 $-409,698 -22.36 % Added More 6,947 20.83 % $-70,651
Bailard Biehl And Kaiser Inc Institution -8.72 % 2008-04-22 247,201 $8,728,667 $-2,556,058 -22.65 % Sold Some -1,319 -0.53 % $13,638
Bainco International Investors Institution % 2008-05-14 200,906 % Added More 6,400 3.29 %
Baird Robert W And Co Inc Institution -10.28 % 2008-05-02 481,339 $16,996,080 $-6,425,876 -27.43 % Added More 32,911 7.33 % $-439,362
Balanced Assets (Sunamerica Equity Funds) Mixed-Asset Target Al ... -9.26 % 2008-06-06 28,500 $1,006,335 $-136,230 -11.92 % Sold Some -2,900 -9.23 % $13,862
Balanced Fund (Touchstone Variable Series Trust) Flexible Portfolio -10.03 % 2008-05-27 11,400 $402,534 $-87,780 -17.90 % Sold Some -2,500 -17.98 % $19,250
Balanced Fund (Wells Fargo Funds Trust) Flexible Portfolio -4.97 % 2008-06-04 34,666 $1,224,056 $-219,089 -15.18 % No Compare - - % -
Balanced Fund (American Performance Funds) Flexible Portfolio -8.83 % 2008-05-09 1,050 $37,076 $-11,823 -24.17 % New Holding 1,050 100.00 % $-11,823
Balanced Fund (Sti Classic Funds) Flexible Portfolio -8.22 % 2008-06-06 350,800 $12,386,748 $-1,676,824 -11.92 % Added More 348,300 13932.00 % $-1,664,874
Balanced Fund (American Century Mutual Funds Inc) Mixed-Asset Target Al ... -0.89 % 2008-03-28 187,513 $6,621,084 $-1,387,596 -17.32 % No Compare - - % -
Balanced Opportunity Fund (Dreyfus Premier Manager Funds Ii) Mixed-Asset Target Al ... -6.29 % 2008-04-23 218,830 $7,726,887 $-2,153,287 -21.79 % No Compare - - % -
Balanced Portfolio (Diversified Investors Portfolios) Flexible Portfolio -8.99 % 2008-05-29 46,500 $1,641,915 $-384,090 -18.95 % Sold Some -35,000 -42.94 % $289,100
Balanced Portfolio (Janus Aspen Series) Mixed-Asset Target Al ... -5.68 % 2008-05-08 445,759 % Sold Some -248,070 -35.75 %
Balanced Portfolio (Variable Insurance Products Iii) Flexible Portfolio -10.17 % 2008-05-30 284,200 $10,035,102 $-2,185,498 -17.88 % Added More 97,700 52.38 % $-751,313
Balanced Portfolio (Vanguard Variable Insurance Funds) Flexible Portfolio -9.72 % 2008-05-30 381,248 $13,461,867 $-2,931,797 -17.88 % Added More 312,700 456.17 % $-2,404,663
Balasa Dinverno And Foltz Llc Institution -4.44 % 2008-04-08 22,690 $801,184 $-216,690 -21.28 % Sold Some -173 -0.75 % $1,652
Baldwin Brothers Inc Institution -10.60 % 2008-05-15 17,681 $624,316 $-187,419 -23.08 % Added More 2,297 14.93 % $-24,348
Ballentine Finn And Company Inc Institution -9.91 % 2008-05-15 11,097 $391,835 $-117,628 -23.08 % Added More 482 4.54 % $-5,109
Baltimore-Washington Financial Advisors Inc Institution -9.57 % 2008-05-15 1,126 $39,759 $-11,936 -23.08 % No Compare - - % -
Banced Corp Institution 0.00 % 2008-07-03 36,204 $1,278,363 $0 0.00 % Added More 3,012 9.07 % $0
Bancorpsouth Inc Institution 5.83 % 2008-05-15 10,608 $374,568 $-112,445 -23.08 % Added More 2,177 25.82 % $-23,076
Bancwest Corp Institution -4.10 % 2008-04-14 64,281 $2,269,762 $-397,899 -14.91 % Sold Some -2,100 -3.16 % $12,999
Bank Of America Corp Institution -10.24 % 2008-05-12 36,765,458 $1,298,188,322 $-438,611,914 -25.25 % Added More 2,964,230 8.76 % $-35,363,264
Bank Of Hawaii Institution -8.65 % 2008-04-28 746,399 $26,355,349 $-8,979,180 -25.41 % Sold Some -13,899 -1.82 % $167,205
Bank Of Ireland Asset Management Institution -8.29 % 2008-04-30 2,745,427 $96,941,027 $-33,878,569 -25.89 % Sold Some -852,737 -23.69 % $10,522,775
Bank Of New York Mellon Corp Institution % 2008-05-14 53,690,672 % Sold Some -4,111,940 -7.11 %
Bank Of Nova Scotia Institution -10.43 % 2008-05-15 12,745 $450,026 $-135,097 -23.08 % Sold Some -4,000 -23.88 % $42,400
Bank Of Nova Scotia Trust Co Institution -8.47 % 2008-05-15 16,248 $573,717 $-172,229 -23.08 % Added More 1,641 11.23 % $-17,395
Bank Of The West Institution -8.62 % 2008-04-21 57,413 $2,027,253 $-569,537 -21.93 % Sold Some -2,005 -3.37 % $19,890
Bankers Trust Co Institution -11.93 % 2008-05-01 25,465 $899,169 $-354,982 -28.30 % Sold Some -250 -0.97 % $3,485
Banking Portfolio (Fidelity Select Portfolios) Financial Services -27.95 % 2008-04-29 70,826 $2,500,866 $-833,622 -25.00 % Added More 47,300 201.05 % $-556,721
Banta Asset Management Lp Institution -10.87 % 2008-05-22 95,445 $3,370,163 $-738,744 -17.97 % Added More 18,079 23.36 % $-139,931
Barclays Global Investors Uk Holdings Ltd Institution -8.65 % 2008-04-30 156,583,405 $5,528,960,031 $-1,932,239,218 -25.89 % Added More 99,017,454 172.00 % $-1,221,875,382
Barclays Plc Institution % 2008-05-14 2,313,370 % Sold Some -216,158 -8.54 %
Barrett Associates Inc / Ny Institution -7.68 % 2008-05-15 86,991 $3,071,652 $-922,105 -23.08 % Sold Some -1,328 -1.50 % $14,077
Barrow Hanley Mewhinney And Strauss Inc Institution -10.79 % 2008-05-13 24,362,429 $860,237,368 $-247,765,903 -22.36 % Added More 562,143 2.36 % $-5,716,994
Bartlett & Co Institution -9.01 % 2008-05-15 235,263 $8,307,137 $-2,493,788 -23.08 % Added More 2,908 1.25 % $-30,825
Basswood Capital Management Llc Institution -16.74 % 2008-05-15 772,901 $27,291,134 $-8,192,751 -23.08 % No Change 772,901 0 % -
Batterymarch Financial Management Inc Institution -9.47 % 2008-05-15 1,981,759 $69,975,910 $-21,006,645 -23.08 % Sold Some -348,075 -14.93 % $3,689,595
Batterymarch Growth And Income Portfolio (Met Investors Series Trust) Multi-Cap Growth -10.06 % 2008-05-16 109,143 $3,853,839 $-1,224,584 -24.11 % Sold Some -34,210 -23.86 % $383,836
Bb And T Asset Management Llc Institution -5.97 % 2008-04-14 458,779 $16,199,486 $-2,839,842 -14.91 % New Holding 458,779 100.00 % $-2,839,842
Bb And T Corp Institution -8.47 % 2008-04-07 590,800 $20,861,148 $-6,043,884 -22.46 % Sold Some -3,969 -0.66 % $40,603
Bb And T Large Cap Vif (Bb And T Variable Insurance Funds) Large-Cap Core -8.35 % 2008-05-28 37,437 $1,321,900 $-282,649 -17.61 % Sold Some -3,472 -8.48 % $26,214
Bbva Usa Bancshares Inc Institution -8.48 % 2008-05-09 289,045 $10,206,179 $-3,254,647 -24.17 % Sold Some -9,075 -3.04 % $102,185
Beach Investment Counsel Inc Institution -6.59 % 2008-04-17 25,224 $890,659 $-247,447 -21.74 % Sold Some -3,287 -11.52 % $32,245
Beacon Trust Co Institution -9.26 % 2008-04-30 85,886 $3,032,635 $-1,059,833 -25.89 % Sold Some -1,655 -1.89 % $20,423
Bear Stearns And Co Inc Institution -9.61 % 2008-05-15 3,934,203 $138,916,708 $-41,702,552 -23.08 % Added More 1,730,532 78.52 % $-18,343,639
Bear Stearns Asset Management Inc Institution % 2008-05-14 641,350 % Sold Some -963,329 -60.03 %
Becker Capital Management Inc Institution -8.06 % 2008-05-02 13,321 $470,365 $-177,835 -27.43 % Sold Some -350 -2.56 % $4,673
Bel Air Investment Advisors Llc Institution -5.21 % 2008-05-15 152,445 $5,382,833 $-1,615,917 -23.08 % Sold Some -9,155 -5.66 % $97,043
Benchmark Capital Advisors Institution -6.21 % 2008-05-15 37,010 $1,306,823 $-392,306 -23.08 % Added More 1,200 3.35 % $-12,720
Berkeley Capital Management Llc Institution -11.26 % 2008-05-05 1,370,731 $48,400,512 $-17,394,576 -26.43 % Added More 4,961 0.36 % $-62,955
Berkshire Advisors Select Equity Portfolio (Penn Street Fund Inc) Specialty & Misc -2.66 % 2008-03-25 2,400 $84,744 $-25,800 -23.33 % New Holding 2,400 100.00 % $-25,800
Berkshire Asset Management Inc/Pa Institution -7.80 % 2008-04-23 26,774 $945,390 $-263,456 -21.79 % Added More 20,374 318.34 % $-200,480
Bernard L. Madoff Investment Securities Llc Institution -7.43 % 2008-05-12 17,146 $605,425 $-204,552 -25.25 % New Holding 17,146 100.00 % $-204,552
Berwyn Cornerstone Fund (Berwyn Funds) Multi-Cap Value -10.09 % 2008-05-29 4,725 $166,840 $-39,029 -18.95 % Sold Some -125 -2.57 % $1,033
Berwyn Income Fund (Berwyn Funds) Equity Income -12.07 % 2008-05-29 40,000 $1,412,400 $-330,400 -18.95 % Sold Some -500 -1.23 % $4,130
Bessemer Group Inc Institution -8.32 % 2008-05-15 284,348 $10,040,328 $-3,014,089 -23.08 % Sold Some -1,197 -0.41 % $12,688
Billeaud Capital Management Inc Institution % 2008-04-15 None - - - % Sold All -73,978 -100.00 %
Bingham Osborn And Scarborough Llc Institution % 2008-04-15 None - - - % Sold All -8,903 -100.00 %
Birch Hill Investment Advisors Llc Institution -6.22 % 2008-05-06 18,890 $667,006 $-243,492 -26.74 % Sold Some -240 -1.25 % $3,094
Birinyi Associates Inc Institution -9.81 % 2008-05-13 None - - - % Sold All -10,000 -100.00 % $101,700
Bkd Wealth Advisors Llc Institution % 2008-04-15 16,551 % Added More 1,581 10.56 %
Black Mesa Capital Llc Institution -12.09 % 2008-05-12 None - - - % Sold All -88,968 -100.00 % $1,061,388
Black River Asset Management Llc Institution -2.31 % 2008-05-15 4,700 $165,957 $-49,820 -23.08 % New Holding 4,700 100.00 % $-49,820
Blackrock Advisors Llc Institution -6.59 % 2008-04-23 6,527,217 $230,476,032 $-64,227,815 -21.79 % Added More 1,024,550 18.61 % $-10,081,572
Blackrock Balanced Capital Portfolio (Blackrock Series Fund Inc) Flexible Portfolio -10.39 % 2008-05-30 None - - - % Sold All -285,000 -100.00 % $2,191,650
Blackrock Global Equity Income Trust Institution -6.68 % 2008-03-26 97,900 $3,456,849 $-861,520 -19.95 % No Compare - - % -
Blackrock Inc Institution -2.14 % 2008-04-23 2,061,620 $72,795,802 $-20,286,341 -21.79 % Sold Some -303,109 -12.81 % $2,982,593
Blackrock Investment Management Llc Institution -8.07 % 2008-04-23 25,833,687 $912,187,488 $-254,203,480 -21.79 % Sold Some -270,195 -1.03 % $2,658,719
Blackrock Large Cap Value (Aegontransamerica Series Trust) Large-Cap Value -9.73 % 2008-05-29 594,000 $20,974,140 $-4,906,440 -18.95 % Sold Some -25,000 -4.03 % $206,500
Blair William And Co Institution -9.62 % 2008-05-13 471,506 $16,648,877 $-4,795,216 -22.36 % Added More 74,715 18.82 % $-759,852
Blb&B Advisors Llc Institution -11.01 % 2008-05-06 40,542 $1,431,538 $-522,586 -26.74 % Sold Some -309 -0.75 % $3,983
Blue Chip 35 Index Fund (Bridgeway Funds Inc) Specialty & Misc -9.07 % 2008-05-29 149,695 $5,285,730 $-1,236,481 -18.95 % No Compare - - % -
Blue Chip Fund (First Investors Life Series Funds) Large-Cap Core -10.39 % 2008-05-30 None - - - % Sold All -60,132 -100.00 % $462,415
Blue Chip Fund (First Investors Equity Funds) Large-Cap Core -8.41 % 2008-06-05 174,068 $6,146,341 $-1,181,922 -16.12 % Sold Some -13,900 -7.39 % $94,381
Blue Chip Value Fund Inc Institution -9.11 % 2008-05-30 60,500 $2,136,255 $-465,245 -17.88 % New Holding 60,500 100.00 % $-465,245
Bluestein R H And Co Institution -9.11 % 2008-05-13 22,936 $809,870 $-233,259 -22.36 % New Holding 22,936 100.00 % $-233,259
Bmi Capital Corp Institution -5.29 % 2008-05-15 7,713 $272,346 $-81,758 -23.08 % Sold Some -6,000 -43.75 % $63,600
Bnp Paribas Arbitrage Sa Institution -12.21 % 2008-05-13 5,461,717 $192,853,227 $-55,545,662 -22.36 % Added More 1,046,243 23.69 % $-10,640,291
Bnp Paribas Asset Management S A S Institution -10.35 % 2008-05-13 108,358 $3,826,121 $-1,102,001 -22.36 % Sold Some -4,077,624 -97.41 % $41,469,436
Bny Hamilton Large Cap Value Fund (Bny Hamilton Funds Inc) Large-Cap Value -8.15 % 2008-05-30 192,090 $6,782,698 $-1,477,172 -17.88 % Added More 52,190 37.30 % $-401,341
Bny Hamilton Money Fund (Bny Hamilton Funds Inc) Specialty & Misc -10.70 % 2008-05-30 33,798 $1,193,407 $-259,907 -17.88 % Added More 257 0.76 % $-1,976
Bond Fund (Tiaa Cref Institutional Mutual Funds) Specialty & Misc -9.12 % 2008-06-05 26,736,203 $944,055,328 $-181,538,818 -16.12 % No Compare - - % -
Bond Fund (Mutual Of America Institutional Funds Inc) Specialty & Misc -3.14 % 2008-03-07 13,584 $479,651 $-30,564 -5.99 % No Compare - - % -
Bond Fund (Tiaa Cref Life Fund) Specialty & Misc -8.73 % 2008-03-07 24,259 $856,585 $-54,583 -5.99 % No Compare - - % -
Bond Index Fund (Barclays Global Investors Funds) Specialty & Misc -9.53 % 2008-05-30 767,529 $27,101,449 $-5,902,298 -17.88 % Added More 36,181 4.94 % $-278,232
Bonness Enterprises Inc Institution -7.70 % 2008-04-10 45,400 $1,603,074 $-388,170 -19.49 % No Change 45,400 0 % -
Boston Common Asset Management Llc Institution -8.56 % 2008-05-20 65,958 $2,328,977 $-553,388 -19.19 % No Compare - - % -
Boston Financial Mangement Inc Institution -7.61 % 2008-04-08 37,119 $1,310,672 $-354,486 -21.28 % Added More 18,865 103.34 % $-180,161
Boston Private Value Investors Inc Institution -11.99 % 2008-05-01 372,106 $13,139,063 $-5,187,158 -28.30 % Added More 18,974 5.37 % $-264,498
Boston Research And Management Inc Institution -7.26 % 2008-04-08 25,863 $913,223 $-246,992 -21.28 % Sold Some -1,700 -6.16 % $16,235
Boston Trust And Investment Management Co Institution -8.42 % 2008-05-12 28,476 $1,005,488 $-339,719 -25.25 % Sold Some -13,160 -31.60 % $156,999
Bourgeon Capital Management Llc Institution -6.71 % 2008-04-23 70,429 $2,486,848 $-693,021 -21.79 % Added More 230 0.32 % $-2,263
Bowen Hanes And Co Inc Institution -10.64 % 2008-05-13 269,533 $9,517,210 $-2,741,151 -22.36 % Added More 238,625 772.04 % $-2,426,816
Boyar Asset Management Inc Institution % 2008-05-14 302,725 % Sold Some -21,300 -6.57 %
Boyar Value Fund Inc (Boyar Value Fund Inc) Multi-Cap Value -15.14 % 2008-05-30 29,250 $1,032,818 $-224,933 -17.88 % No Change 29,250 0 % -
Bp Plc Institution -12.09 % 2008-05-12 671,000 $23,693,010 $-8,005,030 -25.25 % No Compare - - % -
Bradley Foster And Sargent Inc Institution -6.71 % 2008-04-29 230,355 $8,133,835 $-2,711,278 -25.00 % Sold Some -3,505 -1.49 % $41,254
Brandywine Asset Management Llc Institution -12.39 % 2008-05-15 1,222,123 $43,153,163 $-12,954,504 -23.08 % Sold Some -307,362 -20.09 % $3,258,037
Brandywine Trust Co Institution % 2008-05-14 6,212 % Sold Some -336 -5.13 %
Braun Stacey Associates Inc Institution -7.75 % 2008-04-25 677,300 $23,915,463 $-8,452,704 -26.11 % Sold Some -87,560 -11.44 % $1,092,749
Bremer Trust National Association Institution -8.38 % 2008-05-05 38,664 $1,365,226 $-490,646 -26.43 % Sold Some -1,116 -2.80 % $14,162
Bridges Investment Counsel Inc Institution -7.87 % 2008-04-23 1,075 $37,958 $-10,578 -21.79 % Sold Some -25 -2.27 % $246
Bridgewater Associates Inc Institution -11.64 % 2008-05-01 None - - - % Sold All -303,100 -100.00 % $4,225,214
Bridgewater Investment Management Llc Institution -7.52 % 2008-05-09 6,030 $212,919 $-67,898 -24.17 % Sold Some -16,309 -73.00 % $183,639
Bridgeway Capital Management Inc Institution -10.25 % 2008-05-15 270,990 $9,568,657 $-2,872,494 -23.08 % Sold Some -598,455 -68.83 % $6,343,623
Bristlecone Value Partners Llc Institution -11.25 % 2008-05-12 275,877 $9,741,217 $-3,291,213 -25.25 % Sold Some -30,940 -10.08 % $369,114
Brown Advisory Securities Llc Institution 0.21 % 2008-05-15 25,346 $894,967 $-268,668 -23.08 % Sold Some -887 -3.38 % $9,402
Brown Brothers Harriman And Co Institution -7.84 % 2008-05-12 500,164 $17,660,791 $-5,966,957 -25.25 % Added More 21,544 4.50 % $-257,020
Brown Investment Advisory And Trust Co Institution -8.50 % 2008-04-25 91,595 $3,234,219 $-1,143,106 -26.11 % Added More 28,672 45.56 % $-357,827
Bruce Bent And Associates Inc Institution -6.46 % 2008-05-09 5,400 $190,674 $-60,804 -24.17 % Sold Some -4,000 -42.55 % $45,040
Bruni J V & Co /Co Institution -15.93 % 2008-05-13 678,046 $23,941,804 $-6,895,728 -22.36 % Sold Some -72,019 -9.60 % $732,433
Bryn Mawr Trust Co Institution -8.54 % 2008-04-30 53,101 $1,874,996 $-655,266 -25.89 % Sold Some -1,730 -3.15 % $21,348
Buckhead Capital Management Llc Institution -7.38 % 2008-05-07 262,576 $9,271,559 $-2,956,606 -24.17 % Added More 15,927 6.45 % $-179,338
Bull Profund (Profunds) Large-Cap Core -9.79 % 2008-05-30 31,408 $1,109,016 $-241,528 -17.88 % No Compare - - % -
Burke And Herbert Bank And Trust Co Institution -10.63 % 2008-04-10 16,187 $571,563 $-138,399 -19.49 % Added More 600 3.84 % $-5,130
Burney Co Institution % 2008-04-15 32,094 % Sold Some -1,488 -4.43 %
Burnham Asset Management Corp Institution -7.70 % 2008-05-13 311,828 $11,010,647 $-3,171,291 -22.36 % Added More 154,788 98.56 % $-1,574,194
Burnham Financial Industries Fund (Burnham Investors Trust) Specialty & Misc -21.31 % 2008-05-08 3 % New Holding 3 100.00 %
Burnham Financial Services Fund (Burnham Investors Trust) Specialty & Misc -16.89 % 2008-05-08 3 % New Holding 3 100.00 %
Burnham Fund (Burnham Investors Trust) Specialty & Misc -5.08 % 2008-05-08 50,000 % No Change 50,000 0 % -
Burns J W And Co Inc Institution -1.47 % 2008-07-01 6,794 $239,896 $8,764 3.79 % Added More 900 15.26 % $1,161
Busey Trust Co Institution % 2008-05-14 11,631 % Sold Some -4,370 -27.31 %
Business Opportunity Value Fund (M Fund Inc) Multi-Cap Value -6.77 % 2008-05-22 58,720 $2,073,403 $-454,493 -17.97 % Added More 27,890 90.46 % $-215,869
Butler Wick Trust Co Institution -6.47 % 2008-04-11 196,210 $6,928,175 $-1,416,636 -16.97 % Sold Some -58,715 -23.03 % $423,922
Cabot Wellington Llc Institution -5.70 % 2008-05-08 11,960 % No Change 11,960 0 % -
Caisse De Depot Et Placement Du Quebec Institution -10.95 % 2008-05-13 8,550 $301,901 $-86,954 -22.36 % Sold Some -847,723 -99.00 % $8,621,343
Calamos Advisors Llc Institution -11.17 % 2008-05-13 1,188,350 $41,960,639 $-12,085,520 -22.36 % Added More 189,150 18.93 % $-1,923,656
Calamos Global Total Return Fund Institution -7.60 % 2008-03-24 40,000 $1,412,400 $-449,600 -24.14 % No Compare - - % -
Calamos Partners Llc Institution -8.49 % 2008-05-13 14,400 $508,464 $-146,448 -22.36 % Added More 1,000