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Jackson Hewitt Tax Svc Inc (JTX)

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Industry: Commercial Serv-FinanceCountry: United States
 
Number of funds
Global RankCountry RankIndustry Rank
Owned:
157
1793165216
Score:
-0.03
7478--
Brand New:
29
1289119712
Increased Existing:
28
2328--
No Change:
11
2450--
Reduced Existing:
29
1885--
Liquidated:
31
103697011
No Comparison Available:
29
---
Funds buying shares:
57
1957180418
Buying %:
44.53 %
5216299220
Funds not buying/selling shares:
11
---
Neutral %:
8.59 %
---
Funds selling shares:
60
1575146513
Selling %:
46.87 %
268815298
   

Jackson Hewitt Tax Svc Inc (JTX) 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 -1.64 % 2008-08-14 25,751 $442,402 $9,785 2.26 % Added More 1,365 5.59 % $519
Amvescap Plc Institution -0.59 % 2008-08-21 8,479,186 $145,672,415 $5,002,720 3.55 % Added More 4,233,988 99.73 % $2,498,053
Aqr Capital Management Llc Institution -0.87 % 2008-08-14 416,750 $7,159,765 $158,365 2.26 % Added More 190,200 83.95 % $72,276
Assetmark Fundamental Index Small Company Growth Fund (Assetmark Funds) Small-Cap Growth -1.71 % 2008-08-28 875 $15,033 $-263 -1.71 % No Compare - - % -
Axa Institution -1.67 % 2008-08-14 68,170 $1,171,161 $25,905 2.26 % Added More 36,740 116.89 % $13,961
Baird Robert W And Co Inc Institution -0.12 % 2008-08-06 10,890 $187,090 $14,375 8.32 % New Holding 10,890 100.00 % $14,375
Balanced Fund (Sti Classic Funds) Flexible Portfolio -0.34 % 2008-08-29 3,300 $56,694 $33 0.05 % No Compare - - % -
Bank Of America Corp Institution -0.98 % 2008-08-12 11,338 $194,787 $8,617 4.62 % Sold Some -176,430 -93.96 % $-134,087
Bank Of New York Mellon Corp Institution -1.35 % 2008-08-14 129,908 $2,231,819 $49,365 2.26 % Added More 3,407 2.69 % $1,295
Barclays Global Investors Uk Holdings Ltd Institution 2.55 % 2008-07-25 1,133,222 % Sold Some -39,682 -3.38 %
Bear Stearns And Co Inc Institution -7.62 % 2008-05-15 41,921 $720,203 $79,650 12.43 % Added More 41,900 199523.80 % $79,610
Blackrock Group Ltd Institution -1.94 % 2008-08-04 6,900 $118,542 $10,902 10.12 % Added More 500 7.81 % $790
Blackrock Investment Management Llc Institution 1.87 % 2008-08-04 57,563 $988,932 $90,950 10.12 % Sold Some -24,637 -29.97 % $-38,926
Brandywine Asset Management Llc Institution -0.55 % 2008-08-14 None - - - % Sold All -55,749 -100.00 % $-21,185
Brown Investment Advisory And Trust Co Institution -1.42 % 2008-08-14 31,168 $535,466 $11,844 2.26 % Sold Some -166,362 -84.22 % $-63,218
Bull Profund (Profunds) Large-Cap Core -0.68 % 2008-06-27 3,088 $53,052 $13,278 33.38 % No Compare - - % -
Burnham Asset Management Corp Institution -0.57 % 2008-08-12 412,000 $7,078,160 $313,120 4.62 % Added More 275,000 200.72 % $209,000
California Public Employees Retirement System Institution 2.17 % 2008-08-04 2,320 $39,858 $3,666 10.12 % Sold Some -14,800 -86.44 % $-23,384
Capital World Investors Institution -1.74 % 2008-08-14 2,396,000 $41,163,280 $910,480 2.26 % No Change 2,396,000 0 % -
Cardinal Capital Management Llc Institution 0.99 % 2008-08-14 447,027 $7,679,924 $169,870 2.26 % Sold Some -1,268,993 -73.94 % $-482,217
Catapult Capital Management Llc Institution -1.98 % 2008-08-14 150,000 $2,577,000 $57,000 2.26 % New Holding 150,000 100.00 % $57,000
Caxton Associates Llc Institution -2.51 % 2008-08-14 None - - - % Sold All -90,330 -100.00 % $-34,325
Chronim Investments Inc Institution -0.30 % 2008-08-11 None - - - % Sold All -3,405 -100.00 % $-1,907
Claymore Advisors Llc Institution -1.94 % 2008-08-07 None - - - % Sold All -18,461 -100.00 % $-31,199
Claymoremorningstar Services Super Sector Index Etf (Claymore Exchange Traded Fund Trust) Specialty & Misc 0.25 % 2008-08-05 16 $275 $7 2.75 % No Change 16 0 % -
Cobalt Capital Management Inc Institution -5.10 % 2008-08-14 None - - - % Sold All -10,000 -100.00 % $-3,800
Corsair Capital Management Llc Institution -5.82 % 2008-08-14 None - - - % Sold All -715,000 -100.00 % $-271,700
Credit Suisse/ Institution -0.91 % 2008-08-29 95,376 $1,638,560 $954 0.05 % Added More 54,206 131.66 % $542
Deere And Co Institution -0.39 % 2008-08-08 32,797 $563,452 $38,045 7.24 % No Change 32,797 0 % -
Delaware Management Business Trust Institution -1.53 % 2008-08-08 None - - - % Sold All -185,400 -100.00 % $-215,064
Dimensional Fund Advisors Inc Institution 2.39 % 2008-08-01 630,132 $10,825,668 $1,020,814 10.41 % Sold Some -1,800 -0.28 % $-2,916
Disciplined Small Cap Portfolio (Variable Insurance Products Fund Ii) Small-Cap Core 1.93 % 2008-08-25 2,289 $39,325 $618 1.59 % No Compare - - % -
Discovery Fund (First Investors Life Series Funds) International Small-M ... -7.83 % 2008-05-30 None - - - % Sold All -106,700 -100.00 % $-337,172
Dow Jones Wilshire 5000 Index Portfolio (Wilshire Mutual Funds Inc) Multi-Cap Core -5.73 % 2008-05-23 None - - - % Sold All -50 -100.00 % $-208
Dws Small Cap Index Vip (Dws Investments Vit Funds) Small-Cap Core 0.42 % 2008-08-21 9,000 $154,620 $5,310 3.55 % No Compare - - % -
Ellington Management Group Llc Institution -1.44 % 2008-08-12 16,400 $281,752 $12,464 4.62 % New Holding 16,400 100.00 % $12,464
Equity Index Fund (Tiaa Cref Institutional Mutual Funds) Specialty & Misc -0.04 % 2008-08-25 77,090 $1,324,406 $20,814 1.59 % No Compare - - % -
Federated Investors Inc Institution -1.95 % 2008-08-14 342 $5,876 $130 2.26 % Sold Some -4,811 -93.36 % $-1,828
Fidelity International Ltd Institution 0.00 % 2008-09-03 3,500 $60,130 $0 0.00 % New Holding 3,500 100.00 % $0
Fidelity Small Cap Enhanced Index Fund (Fidelity Commonwealth Trust Ii) Small-Cap Core 1.53 % 2008-07-30 382 $6,563 $772 13.32 % No Compare - - % -
Fifth Third Bancorp Institution -0.41 % 2008-08-14 140 $2,405 $53 2.26 % New Holding 140 100.00 % $53
First Quadrant L P Institution -1.69 % 2008-08-14 22,500 $386,550 $8,550 2.26 % New Holding 22,500 100.00 % $8,550
Fmr Corp Institution 0.00 % 2008-09-03 2,534,100 $43,535,838 $0 0.00 % Added More 2,502,300 7868.86 % $0
Gartmore Mutual Fund Capital Trust Institution -1.49 % 2008-08-14 15,100 $259,418 $5,738 2.26 % No Compare - - % -
Geewax Terker And Co Institution -0.76 % 2008-07-08 61,000 $1,047,980 $237,900 29.36 % New Holding 61,000 100.00 % $237,900
General Motors Investment Management Corp Institution 0.90 % 2008-08-13 27,500 $472,450 $22,550 5.01 % Added More 10,200 58.95 % $8,364
Geode Capital Management Llc Institution -1.22 % 2008-08-14 43,669 $750,233 $16,594 2.26 % Sold Some -3,243 -6.91 % $-1,232
Glg Partners Inc Institution -5.12 % 2008-08-14 100,000 $1,718,000 $38,000 2.26 % New Holding 100,000 100.00 % $38,000
Global Equity Portfolio (Dimensional Investment Group Inc) Global Multi-Cap Core -0.94 % 2008-08-08 23,200 $398,576 $26,912 7.24 % No Compare - - % -
Goldman Sachs Group Inc Institution -1.76 % 2008-08-14 335,203 $5,758,788 $127,377 2.26 % Added More 116,190 53.05 % $44,152
Growth Equity Fund (Tiaa Cref Institutional Mutual Funds) Multi-Cap Growth -1.11 % 2008-08-25 58,440 $1,003,999 $15,779 1.59 % No Compare - - % -
Growth Trust (John Hancock Trust) Multi-Cap Growth -9.37 % 2008-05-30 None - - - % Sold All -20,105 -100.00 % $-63,532
Gsa Capital Partners Llp Institution -1.38 % 2008-08-14 20,444 $351,228 $7,769 2.26 % Sold Some -55,400 -73.04 % $-21,052
Hartford Advisers Hls Fund (Hartford Series Fund Inc) Specialty & Misc -14.76 % 2008-05-29 None - - - % Sold All -39 -100.00 % $-125
Hartford Smallcap Value Hls Fund (Hartford Hls Series Fund Ii Inc) Small-Cap Value -3.45 % 2008-05-29 None - - - % Sold All -39 -100.00 % $-125
High Pointe Capital Management Llc Institution 5.04 % 2008-07-28 45,950 $789,421 $116,254 17.26 % Added More 10,850 30.91 % $27,451
Honeywell International Inc Institution 2.83 % 2008-08-04 120,000 $2,061,600 $189,600 10.12 % Added More 30,000 33.33 % $47,400
Hsbc Holdings Plc Institution -2.37 % 2008-08-14 None - - - % Sold All -56,281 -100.00 % $-21,387
Hunter Associates Inc Institution 2.66 % 2008-08-01 37,600 $645,968 $60,912 10.41 % Sold Some -6,000 -13.76 % $-9,720
Ing Investment Management Co Institution -1.56 % 2008-08-14 4,100 $70,438 $1,558 2.26 % Added More 3,300 412.50 % $1,254
Ing Investments Llc Institution -1.15 % 2008-08-12 None - - - % Sold All -16,400 -100.00 % $-12,464
Integre Advisors Institution -3.02 % 2008-08-14 342,183 $5,878,704 $130,030 2.26 % Sold Some -250,998 -42.31 % $-95,379
International Core Equity Portfolio (Dfa Investment Dimensions Group Inc) International Small-M ... -0.61 % 2008-08-08 27,700 $475,886 $32,132 7.24 % No Compare - - % -
J P Morgan Chase And Co Institution -1.27 % 2008-08-12 117,501 $2,018,667 $89,301 4.62 % Added More 13,863 13.37 % $10,536
Janus Adviser Balanced Fund (Janus Adviser Series) Mixed-Asset Target Al ... -4.66 % 2008-06-27 None - - - % Sold All -1,875 -100.00 % $-8,063
Janus Adviser Mid Cap Growth Fund (Janus Adviser Series) Mid-Cap Growth -6.16 % 2008-06-27 None - - - % Sold All -44,630 -100.00 % $-191,909
Jmp Asset Management Llc Institution -0.34 % 2008-08-12 88,369 $1,518,179 $67,160 4.62 % New Holding 88,369 100.00 % $67,160
Jove Partners Lp Institution 2.43 % 2008-08-14 None - - - % Sold All -445,000 -100.00 % $-169,100
Kayne Anderson Rudnick Investment Management Llc Institution 1.67 % 2008-08-06 None - - - % Sold All -2,165,444 -100.00 % $-2,858,386
Kbc Group Nv Institution -2.18 % 2008-08-14 6,653 $114,299 $2,528 2.26 % Added More 376 5.99 % $143
Kovitz Investment Group Llc Institution 2.34 % 2008-08-14 21,655 $372,033 $8,229 2.26 % New Holding 21,655 100.00 % $8,229
Leisure Portfolio (Fidelity Select Portfolios) Specialty & Misc 4.53 % 2008-07-30 97,600 $1,676,768 $197,152 13.32 % No Compare - - % -
Liberty Mutual Insurance Co Institution -0.07 % 2008-08-13 11,800 $202,724 $9,676 5.01 % Sold Some -7,000 -37.23 % $-5,740
London Co Of Virginia Institution 2.59 % 2008-08-04 49,659 $853,142 $78,461 10.12 % New Holding 49,659 100.00 % $78,461
Loomis Sayles And Co L P Institution -3.09 % 2008-08-14 None - - - % Sold All -253,174 -100.00 % $-96,206
Lsv Asset Management Institution % 2008-08-15 382,900 % Sold Some -3,800 -0.98 %
Managed Account Advisors Llc Institution -0.06 % 2008-08-07 None - - - % Sold All -245 -100.00 % $-414
Manning And Napier Advisors Inc Institution 0.59 % 2008-08-14 1,810,380 $31,102,328 $687,944 2.26 % New Holding 1,810,380 100.00 % $687,944
Merrill Lynch And Co Inc Institution 0.25 % 2008-08-07 31,035 $533,181 $52,449 10.91 % Added More 30,835 15417.50 % $52,111
Metaim Small Cap Growth Portfolio (Met Investors Series Trust) Small-Cap Growth -5.44 % 2008-05-16 None - - - % Sold All -128,540 -100.00 % $-260,936
Metropolitan Life Insurance Co Institution -2.03 % 2008-08-11 27,252 $468,189 $15,261 3.36 % Sold Some -2,200 -7.46 % $-1,232
Mfc Global Investment Management Usa Ltd Institution -0.47 % 2008-07-30 509 $8,745 $1,028 13.32 % Sold Some -10,657 -95.44 % $-21,527
Millennium Management L.L.C. Institution -1.51 % 2008-08-14 None - - - % Sold All -328,607 -100.00 % $-124,871
Morgan Stanley Institution % 2008-08-15 41,026 % New Holding 41,026 100.00 %
Nationwide Mutual Funds Institution -0.16 % 2008-07-01 15,100 $259,418 $73,386 39.44 % No Compare - - % -
Nelson Kerry Institution 0.58 % 2008-08-14 122,432 $2,103,382 $46,524 2.26 % No Compare - - % -
New York Life Investment Management Llc Institution -1.03 % 2008-08-14 19,098 $328,104 $7,257 2.26 % New Holding 19,098 100.00 % $7,257
Nicholas Co Inc Institution % 2008-05-14 35,000 % No Change 35,000 0 % -
Nicholas Equity Income Fund Inc (Nicholas Equity Income Fund Inc) Equity Income 0.02 % 2008-08-28 35,000 $601,300 $-10,500 -1.71 % No Compare - - % -
Norges Bank Institution -0.78 % 2008-08-13 136,154 $2,339,126 $111,646 5.01 % Added More 21,742 19.00 % $17,828
Northern Trust Co Of Connecticut Institution -1.72 % 2008-08-12 75,600 $1,298,808 $57,456 4.62 % Sold Some -202,000 -72.76 % $-153,520
Northern Trust Corp Institution -0.87 % 2008-08-13 258,516 $4,441,305 $211,983 5.01 % Added More 31,775 14.01 % $26,056
Numeric Investors Llc Institution -0.73 % 2008-08-13 None - - - % Sold All -14,849 -100.00 % $-12,176
Old Lane Lp Institution % 2008-05-14 12,793 % New Holding 12,793 100.00 %
Oppenheimer Funds Inc Institution -1.33 % 2008-08-18 200 $3,436 $140 4.24 % No Change 200 0 % -
Oxford Asset Management Institution 2.84 % 2008-08-04 38,900 $668,302 $61,462 10.12 % No Compare - - % -
Pabrai Mohnish Institution -4.68 % 2008-08-14 629,884 $10,821,407 $239,356 2.26 % New Holding 629,884 100.00 % $239,356
Padco Advisors Ii Inc Institution -1.28 % 2008-08-14 130 $2,233 $49 2.26 % Added More 72 124.13 % $27
Parametric Portfolio Associates Institution 1.85 % 2008-08-04 17,072 $293,297 $26,974 10.12 % New Holding 17,072 100.00 % $26,974
Peak6 Investments L P Institution -2.45 % 2008-08-14 45,154 $775,746 $17,159 2.26 % Added More 2,676 6.29 % $1,017
Perry Corp Institution -2.40 % 2008-08-13 544,984 $9,362,825 $446,887 5.01 % Sold Some -431,416 -44.18 % $-353,761
Phocas Financial Corp Institution 5.47 % 2008-07-18 55,742 $957,648 $122,632 14.68 % No Compare - - % -
Piedmont Investment Advisors Llc Institution -1.84 % 2008-08-08 131,695 $2,262,520 $152,766 7.24 % New Holding 131,695 100.00 % $152,766
Pinnacle Holdings Llc Institution -1.46 % 2008-08-13 55,600 $955,208 $45,592 5.01 % New Holding 55,600 100.00 % $45,592
Placemark Investments Inc Institution -2.64 % 2008-08-11 None - - - % Sold All -34,882 -100.00 % $-19,534
Point View Financial Services Inc. Institution 7.44 % 2008-07-15 282 $4,845 $1,072 28.40 % New Holding 282 100.00 % $1,072
Price T Rowe Associates Inc Institution -2.37 % 2008-08-14 12,700 $218,186 $4,826 2.26 % Added More 900 7.62 % $342
Prudential Financial Inc Institution -1.27 % 2008-08-08 None - - - % Sold All -26,455 -100.00 % $-30,688
Public Employees Retirement System Of Ohio Institution -0.39 % 2008-07-30 40,044 $687,956 $80,889 13.32 % Sold Some -16,417 -29.07 % $-33,162
Qvt Financial Lp Institution 0.57 % 2008-08-14 36,941 $634,646 $14,038 2.26 % New Holding 36,941 100.00 % $14,038
Rbc Capital Markets Arbitrage S A Institution -0.69 % 2008-08-14 None - - - % Sold All -41,700 -100.00 % $-15,846
Research Affiliates Llc Institution -2.11 % 2008-08-11 75,904 $1,304,031 $42,506 3.36 % New Holding 75,904 100.00 % $42,506
Robeco Investment Management Inc. Institution 0.41 % 2008-08-13 None - - - % Sold All -168,200 -100.00 % $-137,924
Robeco Wpg Small Cap Value Fund (Rbb Fund Inc) Small-Cap Value 9.17 % 2008-07-30 7,500 $128,850 $15,150 13.32 % No Compare - - % -
Royce And Associates Llc Institution -1.11 % 2008-08-11 96,245 $1,653,489 $53,897 3.36 % Sold Some -60,600 -38.63 % $-33,936
Sa International Small Company Fund (Sa Funds Investment Trust) Small-Cap Core 0.05 % 2008-05-23 7,100 $121,978 $29,536 31.95 % New Holding 7,100 100.00 % $29,536
Schroder Investment Management Group Institution -2.06 % 2008-08-14 None - - - % Sold All -23,038 -100.00 % $-8,754
Schwab Charles Investment Management Inc Institution -1.21 % 2008-08-14 8,205 $140,962 $3,118 2.26 % Sold Some -46,176 -84.91 % $-17,547
Shamrock Capital Advisors Inc Institution -2.42 % 2008-08-14 2,883,000 $49,529,940 $1,095,540 2.26 % No Change 2,883,000 0 % -
Shaw D E And Co Inc Institution -1.62 % 2008-08-14 35,800 $615,044 $13,604 2.26 % Added More 4,519 14.44 % $1,717
Shell Asset Management Co Institution 0.34 % 2008-07-24 21,800 $374,524 $45,562 13.85 % No Change 21,800 0 % -
Skystone Advisors Llc Institution 0.58 % 2008-08-14 122,432 $2,103,382 $46,524 2.26 % No Change 122,432 0 % -
Small Cap Index Fund (Valic Co I) Small-Cap Core -0.09 % 2008-08-08 22,770 $391,189 $26,413 7.24 % Sold Some -2,801 -10.95 % $-3,249
Small Cap Index Trust (John Hancock Trust) Small-Cap Core -7.59 % 2008-05-30 8,641 $148,452 $27,306 22.53 % Sold Some -1,471 -14.54 % $-4,648
Small Cap Portfolio (Seasons Series Trust) Small-Cap Core -0.14 % 2008-08-29 1,616 $27,763 $16 0.05 % No Compare - - % -
Small Cap Value Fund (Valic Co Ii) Small-Cap Value 1.40 % 2008-07-30 31,100 $534,298 $62,822 13.32 % No Compare - - % -
Spiderrock Trading Llc Institution -1.09 % 2008-08-08 265 $4,553 $307 7.24 % Sold Some -635 -70.55 % $-737
Ssga Aggressive Equity Fund (Ssga Funds) Multi-Cap Core 1.32 % 2008-07-29 3,272 $56,213 $7,460 15.30 % No Compare - - % -
Ssga Small Cap Fund (Ssga Funds) Small-Cap Core 4.27 % 2008-07-29 15,785 $271,186 $35,990 15.30 % No Compare - - % -
Stark Offshore Management Llc Institution -1.82 % 2008-08-20 None - - - % Sold All -22,985 -100.00 % $-14,021
State Board Of Administration Of Florida Retirement System Institution -0.63 % 2008-07-30 31,611 $543,077 $63,854 13.32 % No Change 31,611 0 % -
Strs Ohio Institution 1.60 % 2008-07-24 58,669 $1,007,933 $122,618 13.85 % Sold Some -126,800 -68.36 % $-265,012
Summit Investment Partners Inc Institution -1.75 % 2008-08-14 2,266 $38,930 $861 2.26 % No Change 2,266 0 % -
Taurus Asset Management Llc Institution 0.49 % 2008-08-13 130,925 $2,249,292 $107,359 5.01 % Sold Some -8,950 -6.39 % $-7,339
Td Asset Management Inc Institution -1.75 % 2008-08-14 142,500 $2,448,150 $54,150 2.26 % New Holding 142,500 100.00 % $54,150
Td Asset Management Usa Inc Institution 1.17 % 2008-08-14 13,000 $223,340 $4,940 2.26 % New Holding 13,000 100.00 % $4,940
Teachers Advisors Inc Institution -1.46 % 2008-08-14 18,503 $317,882 $7,031 2.26 % Added More 1,872 11.25 % $711
Tfs Market Neutral Fund (Tfs Capital Investment Trust) Specialty & Misc 0.41 % 2008-09-02 10,400 $178,672 $-1,040 -0.57 % New Holding 10,400 100.00 % $-1,040
Tiaa Cref Investment Management Llc Institution -1.64 % 2008-08-14 193,159 $3,318,472 $73,400 2.26 % Added More 7,198 3.87 % $2,735
Total Stock Market Index Trust (John Hancock Trust) Specialty & Misc -10.08 % 2008-05-30 9,325 $160,204 $29,467 22.53 % Added More 8,326 833.43 % $26,310
True Bearing Asset Management Lp Institution -0.48 % 2008-08-11 92,700 $1,592,586 $51,912 3.36 % New Holding 92,700 100.00 % $51,912
Two Sigma Investments Llc Institution -2.34 % 2008-08-14 83,100 $1,427,658 $31,578 2.26 % New Holding 83,100 100.00 % $31,578
Ubs Ag Institution -2.25 % 2008-08-11 80,878 $1,389,484 $45,292 3.36 % Sold Some -16,722 -17.13 % $-9,364
Ultra Russell2000 Growth Proshares (Proshares Trust) Multi-Cap Growth -1.25 % 2008-08-08 286 $4,913 $332 7.24 % No Compare - - % -
Ultra Russell2000 Value Proshares (Proshares Trust) Multi-Cap Value 1.43 % 2008-08-08 80 $1,374 $93 7.24 % No Compare - - % -
Unionbancal Corp Institution -0.03 % 2008-07-22 58,600 $1,006,748 $113,098 12.65 % Added More 29,300 100.00 % $56,549
Us Bancorp De Institution -0.92 % 2008-08-14 2,403 $41,284 $913 2.26 % Sold Some -179 -6.93 % $-68
Vanguard 500 Index Fund (Vanguard Index Funds) S&P 500 Index -0.82 % 2008-08-29 439,069 $7,543,205 $4,391 0.05 % No Compare - - % -
Vanguard Balanced Index Fund (Vanguard Balanced Index Funds) Mixed-Asset Target Al ... 0.00 % 2008-09-03 12,400 $213,032 $0 0.00 % No Change 12,400 0 % -
Vanguard Extended Market Index Fund (Vanguard Index Funds) Mid-Cap Core -1.92 % 2008-08-29 143,524 $2,465,742 $1,435 0.05 % No Compare - - % -
Vanguard Group Inc Institution 1.31 % 2008-08-06 23,078 $396,480 $30,463 8.32 % Sold Some -1,088,459 -97.92 % $-1,436,766
Vanguard Institutional Total Stock Market Index Fund (Vanguard Institutional Index Funds) Specialty & Misc 0.00 % 2008-09-03 19,652 $337,621 $0 0.00 % No Compare - - % -
Vanguard Total Stock Market Index Fund (Vanguard Index Funds) Multi-Cap Core -0.76 % 2008-08-29 234,085 $4,021,580 $2,341 0.05 % No Compare - - % -
Wilmington Fundamentally Weighted Large Company Fund (Wt Mutual Fund) Large-Cap Core -7.52 % 2008-05-29 100 $1,718 $321 22.97 % No Compare - - % -
Wilshire Small Company Value Portfolio (Wilshire Mutual Funds Inc) Small-Cap Value 0.78 % 2008-05-23 None - - - % Sold All -17,200 -100.00 % $-71,552
Zacks Yield Hog (Claymore Exchange Traded Fund Trust) Specialty & Misc 2.02 % 2008-08-05 18,208 $312,813 $8,376 2.75 % New Holding 18,208 100.00 % $8,376
Zebra Capital Management Llc Institution 6.66 % 2008-07-15 None - - - % Sold All -2,520 -100.00 % $-9,576
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Listed 157 holdings.
   
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