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Kimco Rlty Corp (KIC.BE)

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Industry: Reits-Shopping CentersCountry: United States
 
Number of funds
Global RankCountry RankIndustry Rank
Owned:
462
4544241
Score:
0.04
4808--
Brand New:
39
9608891
Increased Existing:
134
351--
No Change:
65
241--
Reduced Existing:
108
482--
Liquidated:
43
8117571
No Comparison Available:
73
---
Funds buying shares:
173
4574271
Buying %:
44.47 %
4811287210
Funds not buying/selling shares:
65
---
Neutral %:
16.70 %
---
Funds selling shares:
151
5575201
Selling %:
38.81 %
5562326516
   

Kimco Rlty Corp (KIC.BE) 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
Aberdeen Asset Management Plc Institution -1.75 % 2008-07-30 81,475 $2,805,999 $-105,103 -3.61 % Added More 56,755 229.59 % $-73,214
Abp Investments Us Inc Institution 1.64 % 2008-07-25 11,170,964 $384,728,000 $10,277,287 2.74 % Added More 1,051,645 10.39 % $967,513
Adage Capital Partners Gp Llc Institution -1.20 % 2008-08-14 276,200 $9,512,328 $-116,004 -1.20 % Added More 44,500 19.20 % $-18,690
Adelante Capital Management Llc Institution -4.37 % 2008-08-14 316 $10,883 $-133 -1.20 % Sold Some -3,673 -92.07 % $1,543
Adelante Shares Re Growthtm Exchange-Traded Fund (Realty Funds, Inc.) Institution -5.34 % 2008-06-23 25,794 $888,345 $-34,564 -3.74 % No Compare - - % -
Advanced Investment Partners Llc Institution -0.94 % 2008-08-12 418,860 $14,425,538 $-1,197,940 -7.66 % No Compare - - % -
Aew Capital Management L P Institution -3.75 % 2008-08-14 1,435,600 $49,442,064 $-602,952 -1.20 % Added More 66,600 4.86 % $-27,972
Aew Real Estate Fund (Ixis Advisor Funds Trust Iv) Real Estate -2.52 % 2008-06-24 67,700 $2,331,588 $-44,005 -1.85 % No Compare - - % -
Agf Funds Inc Institution -1.63 % 2008-08-11 12,300 $423,612 $-19,188 -4.33 % No Change 12,300 0 % -
Aim Dynamics Fund (Aim Stock Funds) Mid-Cap Growth -6.31 % 2008-04-04 4,071 $140,205 $-29,637 -17.44 % No Compare - - % -
Aim Structured Growth Fund (Aim Counselor Series Trust) Multi-Cap Growth -2.36 % 2008-07-30 3,300 $113,652 $-4,257 -3.61 % No Compare - - % -
Alliancebernstein Global Real Estate Investment Portfolio (Alliancebernstein Pooling Portfolios) Real Estate -5.76 % 2008-07-30 258,000 $8,885,520 $-332,820 -3.61 % No Compare - - % -
Alliancebernstein Real Estate Investment Fund Inc (Alliancebernstein Global Real Estate Investment Fund Inc) Real Estate -5.19 % 2008-07-29 46,100 $1,587,684 $59,008 3.86 % No Compare - - % -
Alliancebernstein Value Portfolio (Alliancebernstein Variable Products Series Fund Inc) Multi-Cap Value % 2008-05-30 None - - - % Sold All -63,575 -100.00 % $335,676
Allianz Global Investors Of America L P Institution -1.22 % 2008-08-13 8,292 $285,576 $-5,556 -1.90 % New Holding 8,292 100.00 % $-5,556
Allstate Insurance Co Institution -0.73 % 2008-08-13 334,040 $11,504,338 $-223,807 -1.90 % Added More 104,800 45.71 % $-70,216
Alpha Equity Management Llc Institution -2.68 % 2008-08-14 33,400 $1,150,296 $-14,028 -1.20 % New Holding 33,400 100.00 % $-14,028
Alpine Woods Capital Investors Llc Institution -1.62 % 2008-08-11 220,700 $7,600,908 $-344,292 -4.33 % Sold Some -82,100 -27.11 % $128,076
American Beacon Balanced Fund (American Beacon Funds) Mixed-Asset Target Al ... % 2008-07-01 None - - - % Sold All -45,869 -100.00 % $1,376
American Century Companies Inc Institution -0.67 % 2008-08-13 None - - - % Sold All -29,971 -100.00 % $20,081
American Independence Financial Services Llc Institution -2.05 % 2008-08-08 1,976 $68,053 $59 0.08 % No Change 1,976 0 % -
American International Group Inc Institution -1.27 % 2008-08-14 430,068 $14,811,542 $-180,629 -1.20 % Sold Some -27,937 -6.09 % $11,734
American Investment Services Inc. Institution -2.38 % 2008-08-04 None - - - % Sold All -20,056 -100.00 % $1,203
Ameriprise Financial Inc Institution -1.34 % 2008-08-12 257,955 $8,883,970 $-737,751 -7.66 % Added More 21,542 9.11 % $-61,610
Amg National Trust Bank Institution -1.45 % 2008-08-05 17,356 $597,741 $2,777 0.46 % Added More 2,550 17.22 % $408
Amvescap Plc Institution -0.90 % 2008-08-13 6,507,347 $224,113,031 $-4,359,922 -1.90 % Added More 178,776 2.82 % $-119,780
Analytic Investors Inc Institution % 2008-08-15 None - - - % Sold All -355 -100.00 %
Aperio Group Llc Institution -2.02 % 2008-08-11 10,193 $351,047 $-15,901 -4.33 % Added More 864 9.26 % $-1,348
Aqr Capital Management Llc Institution -1.66 % 2008-08-14 55,900 $1,925,196 $-23,478 -1.20 % Added More 4,600 8.96 % $-1,932
Argyll Research Llc Institution -0.77 % 2008-08-08 13,900 $478,716 $417 0.08 % Added More 4,000 40.40 % $120
Ashfield Capital Partners Llc Institution % 2008-08-15 6,600 % No Change 6,600 0 % -
Asset Allocation Portfolio (Anchor Series Trust) Specialty & Misc -7.73 % 2008-05-30 14,381 $495,282 $-75,932 -13.29 % No Compare - - % -
Aston Asset Management Llc Institution -1.10 % 2008-08-14 62,200 $2,142,168 $-26,124 -1.20 % Sold Some -5,700 -8.39 % $2,394
Athena Capital Management Inc Institution -10.83 % 2008-08-13 22,500 $774,900 $-15,075 -1.90 % No Change 22,500 0 % -
Aviva Plc Institution -1.23 % 2008-08-14 230,630 $7,942,897 $-96,865 -1.20 % Added More 19,400 9.18 % $-8,148
Axa Institution -1.64 % 2008-08-14 1,341,101 $46,187,518 $-563,262 -1.20 % Added More 86,532 6.89 % $-36,343
Babson Capital Management Llc Institution -1.22 % 2008-08-13 24,167 $832,311 $-16,192 -1.90 % New Holding 24,167 100.00 % $-16,192
Bahl And Gaynor Inc Institution -0.28 % 2008-08-13 70,773 $2,437,422 $-47,418 -1.90 % Added More 5,552 8.51 % $-3,720
Bailard Biehl And Kaiser Inc Institution 2.67 % 2008-07-18 25,000 $861,000 $59,750 7.45 % No Change 25,000 0 % -
Baird Robert W And Co Inc Institution -0.50 % 2008-08-06 7,740 $266,566 $-14,087 -5.01 % Added More 132 1.73 % $-240
Balanced Strategy Fund (Usaa Mutual Funds Trust) Flexible Portfolio 0.35 % 2008-08-01 4,300 $148,092 $-2,236 -1.48 % No Compare - - % -
Bank Of America Corp Institution -1.13 % 2008-08-12 1,812,696 $62,429,250 $-5,184,311 -7.66 % Added More 99,722 5.82 % $-285,205
Bank Of Hawaii Institution -0.77 % 2008-08-06 4,101 $141,238 $-7,464 -5.01 % No Change 4,101 0 % -
Bank Of New York Mellon Corp Institution -1.17 % 2008-08-14 3,898,274 $134,256,557 $-1,637,275 -1.20 % Sold Some -449,667 -10.34 % $188,860
Barclays Global Investors Uk Holdings Ltd Institution 0.98 % 2008-07-25 14,524,394 $500,220,129 $13,362,442 2.74 % Added More 453,896 3.22 % $417,584
Barclays Plc Institution -1.26 % 2008-08-12 162,734 $5,604,559 $-465,419 -7.66 % Sold Some -450,096 -73.44 % $1,287,275
Barrett Associates Inc / Ny Institution -1.20 % 2008-08-14 9,446 $325,320 $-3,967 -1.20 % Sold Some -1,050 -10.00 % $441
Bartlett & Co Institution -0.70 % 2008-08-14 5,971 $205,641 $-2,508 -1.20 % Added More 550 10.14 % $-231
Bath Savings Trust Co Institution 1.98 % 2008-07-01 30,680 $1,056,619 $-920 -0.08 % Added More 900 3.02 % $-27
Batterymarch Financial Management Inc Institution -1.25 % 2008-08-14 31,857 $1,097,155 $-13,380 -1.20 % Sold Some -1,736 -5.16 % $729
Bbva Usa Bancshares Inc Institution 0.27 % 2008-08-07 400 $13,776 $-200 -1.43 % No Change 400 0 % -
Bear Stearns And Co Inc Institution -7.54 % 2008-05-15 45,529 $1,568,019 $-303,678 -16.22 % Sold Some -77,844 -63.09 % $519,219
Bessemer Group Inc Institution -1.23 % 2008-08-14 None - - - % Sold All -5,171 -100.00 % $2,172
Blackrock Advisors Llc Institution 0.90 % 2008-08-07 501,792 $17,281,716 $-250,896 -1.43 % Added More 252,196 101.04 % $-126,098
Blackrock Enhanced Dividend Achievers Trust Institution 3.89 % 2008-07-03 70,200 $2,417,688 $89,154 3.82 % No Compare - - % -
Blackrock Equity Dividend Fund (Blackrock Equity Dividend Fund) Specialty & Misc 3.69 % 2008-06-26 None - - - % Sold All -520,800 -100.00 % $1,005,144
Blackrock Group Ltd Institution 1.00 % 2008-08-04 35,701 $1,229,542 $-2,142 -0.17 % Sold Some -17,600 -33.02 % $1,056
Blackrock Inc Institution -0.08 % 2008-08-06 1 $34 $-2 -5.01 % Sold Some -35,600 -99.99 % $64,792
Blackrock Investment Management Llc Institution 2.08 % 2008-08-04 444,572 $15,311,060 $-26,674 -0.17 % Sold Some -21,293 -4.57 % $1,278
Blackthorn Investment Group Llc Institution -0.46 % 2008-08-13 10,000 $344,400 $-6,700 -1.90 % New Holding 10,000 100.00 % $-6,700
Bnp Paribas Arbitrage Sa Institution -0.64 % 2008-08-13 36,613 $1,260,952 $-24,531 -1.90 % Sold Some -70,164 -65.71 % $47,010
Bny Hamilton Money Fund (Bny Hamilton Funds Inc) Specialty & Misc -10.74 % 2008-05-30 26,056 $897,369 $-137,576 -13.29 % Sold Some -3,086 -10.58 % $16,294
Bond Fund (Tiaa Cref Institutional Mutual Funds) Specialty & Misc -11.88 % 2008-06-05 2,819,770 $97,112,879 $-13,337,512 -12.07 % No Compare - - % -
Bond Index Fund (Barclays Global Investors Funds) Specialty & Misc -8.68 % 2008-05-30 56,854 $1,958,052 $-300,189 -13.29 % Added More 2,688 4.96 % $-14,193
Boston Trust And Investment Management Co Institution % 2008-08-15 6,700 % Sold Some -1,100 -14.10 %
Bradley Foster And Sargent Inc Institution 1.16 % 2008-08-05 35,864 $1,235,156 $5,738 0.46 % Added More 2,765 8.35 % $442
Bragg Financial Advisors Inc Institution % 2008-08-15 29,305 % Sold Some -315 -1.06 %
Bridges Investment Counsel Inc Institution 2.08 % 2008-07-25 9,600 $330,624 $8,832 2.74 % Added More 134 1.41 % $123
Bridgewater Associates Inc Institution % 2008-07-17 527,888 % Added More 283,844 116.30 %
Brown Investment Advisory And Trust Co Institution -1.53 % 2008-08-14 9,045 $311,510 $-3,799 -1.20 % Sold Some -24,860 -73.32 % $10,441
Bruni J V & Co /Co Institution -1.65 % 2008-08-12 629,369 $21,675,468 $-1,799,995 -7.66 % Sold Some -60,293 -8.74 % $172,438
Bryn Mawr Trust Co Institution -8.05 % 2008-04-30 2,000 $68,880 $-11,980 -14.81 % Sold Some -1,292 -39.24 % $7,739
Bull Profund (Profunds) Large-Cap Core 0.44 % 2008-06-27 2,416 $83,207 $-580 -0.69 % No Compare - - % -
California State Teachers Retirement System Institution 2.62 % 2008-07-28 366,138 $12,609,793 $0 0.00 % Added More 14,087 4.00 % $0
Canada Pension Plan Investment Board Institution -0.81 % 2008-08-14 137,201 $4,725,202 $-57,624 -1.20 % Sold Some -400,600 -74.48 % $168,252
Capital Fund Management S A Institution -0.53 % 2008-08-13 None - - - % Sold All -40,700 -100.00 % $27,269
Capital Growth Management Lp Institution 1.10 % 2008-08-13 3,160,000 $108,830,400 $-2,117,200 -1.90 % Added More 2,710,000 602.22 % $-1,815,700
Capital Guardian Trust Co Institution -1.79 % 2008-08-14 9,000 $309,960 $-3,780 -1.20 % No Change 9,000 0 % -
Capital Income Builder Inc (Capital Income Builder Inc) Equity Income -2.81 % 2008-07-08 2,635,600 $90,770,064 $5,851,032 6.89 % No Compare - - % -
Capital Research Global Investors Institution -1.54 % 2008-08-14 7,630,829 $262,805,751 $-3,204,948 -1.20 % Added More 1,039,965 15.77 % $-436,785
Capital World Growth And Income Fund Inc (Capital World Growth And Income Fund Inc) Multi-Cap Growth -1.24 % 2008-08-07 3,442,364 $118,555,016 $-1,721,182 -1.43 % No Compare - - % -
Capital World Investors Institution -1.13 % 2008-08-14 7,967,866 $274,413,305 $-3,346,504 -1.20 % No Change 7,967,866 0 % -
Capstone Asset Management Co Institution 1.96 % 2008-07-09 22,485 $774,383 $-1,574 -0.20 % Added More 930 4.31 % $-65
Carderock Capital Management Inc Institution % 2008-07-17 15,180 % Sold Some -4,554 -23.07 %
Cb Richard Ellis Global Real Estate Securities Llc Institution 0.05 % 2008-07-31 80,193 $2,761,847 $-69,768 -2.46 % Added More 1,500 1.90 % $-1,305
Ccm Partners Institution 1.08 % 2008-08-07 2,100 $72,324 $-1,050 -1.43 % No Change 2,100 0 % -
Chartwell Investment Partners Institution -4.38 % 2008-04-24 12,000 $413,280 $-54,120 -11.57 % No Change 12,000 0 % -
Chesapeake Asset Management Llc Institution -0.69 % 2008-08-14 64,320 $2,215,181 $-27,014 -1.20 % No Change 64,320 0 % -
Chevy Chase Bank Institution -1.30 % 2008-08-12 474,104 $16,328,142 $-1,355,937 -7.66 % Added More 356,979 304.78 % $-1,020,960
Cibc World Markets Corp Institution 1.41 % 2008-07-25 54,127 $1,864,134 $49,797 2.74 % New Holding 54,127 100.00 % $49,797
Citigroup Inc Institution -1.86 % 2008-08-14 608,434 $20,954,467 $-255,542 -1.20 % Added More 20,257 3.44 % $-8,508
Citizens Bank Wealth Management Na Institution 2.08 % 2008-08-04 2,078 $71,566 $-125 -0.17 % Added More 79 3.95 % $-5
Claymore Advisors Llc Institution 0.44 % 2008-08-07 None - - - % Sold All -3,243 -100.00 % $1,622
Clearbridge Advisors Llc Institution -1.47 % 2008-08-14 1,921 $66,159 $-807 -1.20 % Sold Some -1,051 -35.36 % $441
Clinton Group Inc Institution % 2008-07-16 35,800 % New Holding 35,800 100.00 %
Cna Financial Corp Institution 1.33 % 2008-08-08 500 $17,220 $15 0.08 % Added More 90 21.95 % $3
Cohen Steers Dividend Majors Fund Inc Institution -8.34 % 2008-05-30 69,100 $2,379,804 $-364,848 -13.29 % No Change 69,100 0 % -
Cohen And Steers Inc Institution -3.21 % 2008-08-14 1,707,174 $58,795,073 $-717,013 -1.20 % Sold Some -961,092 -36.01 % $403,659
Cohen And Steers Institutional Realty Shares (Cohen And Steers Institutional Realty Shares Inc) Specialty & Misc -10.23 % 2008-05-30 440,787 $15,180,704 $-2,327,355 -13.29 % Added More 125,900 39.98 % $-664,752
Cohen And Steers Realty Shares (Cohen And Steers Realty Shares Inc) Real Estate -10.24 % 2008-05-30 967,655 $33,326,038 $-5,109,218 -13.29 % Added More 274,500 39.60 % $-1,449,360
Columbia International Fund Variable Series (Columbia Funds Variable Insurance Trust) Global Flex Port -3.15 % 2008-05-27 855 $29,446 $-3,206 -9.81 % Sold Some -955 -52.76 % $3,581
Comerica Bank Institution -0.94 % 2008-08-13 117,281 $4,039,158 $-78,578 -1.90 % Sold Some -1,436 -1.20 % $962
Commerce Bank N A Institution -0.29 % 2008-08-05 6,200 $213,528 $992 0.46 % New Holding 6,200 100.00 % $992
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys Institution -0.92 % 2008-08-13 167,288 $5,761,399 $-112,083 -1.90 % Sold Some -46,343 -21.69 % $31,050
Connecticut Investment Management Inc Institution 0.44 % 2008-08-05 6,140 $211,462 $982 0.46 % No Change 6,140 0 % -
Conning Asset Management Co Institution 1.01 % 2008-08-01 17,415 $599,773 $-9,056 -1.48 % Added More 120 0.69 % $-62
Conservative Balanced Portfolio (Prudential Series Fund) Flexible Portfolio -9.90 % 2008-05-30 25,200 $867,888 $-133,056 -13.29 % New Holding 25,200 100.00 % $-133,056
Cornerstone Real Estate Advisers Llc Institution -3.56 % 2008-08-14 434,071 $14,949,405 $-182,310 -1.20 % Added More 5,600 1.30 % $-2,352
Credit Agricole S A Institution -0.75 % 2008-08-13 74,758 $2,574,666 $-50,088 -1.90 % Sold Some -4,009 -5.08 % $2,686
Credit Suisse/ Institution -1.18 % 2008-08-14 771,453 $26,568,841 $-324,010 -1.20 % Added More 258,154 50.29 % $-108,425
Cullen Frost Bankers Inc Institution 0.32 % 2008-08-05 6,000 $206,640 $960 0.46 % No Change 6,000 0 % -
Dai Ichi Mutual Life Insurance Co Institution -0.69 % 2008-08-13 5,368 $184,874 $-3,597 -1.90 % No Change 5,368 0 % -
Daiwa Sb Investments Ltd Institution -1.36 % 2008-08-12 9,677 $333,276 $-27,676 -7.66 % New Holding 9,677 100.00 % $-27,676
Davidson D A And Co Institution -1.10 % 2008-08-13 2,282 $78,592 $-1,529 -1.90 % Added More 30 1.33 % $-20
Davis Real Estate Portfolio (Davis Variable Account Fund Inc) Real Estate 0.00 % 2008-08-20 23,204 $799,146 $0 0.00 % Sold Some -100,204 -81.19 % $0
Davis Selected Advisers Institution -1.17 % 2008-08-12 1,332,681 $45,897,534 $-3,811,468 -7.66 % Sold Some -4,471 -0.33 % $12,787
Dearborn Partners Llc Institution -0.23 % 2008-08-06 17,668 $608,486 $-32,156 -5.01 % Added More 765 4.52 % $-1,392
Delaware Management Business Trust Institution -1.15 % 2008-08-08 1,035,758 $35,671,506 $31,073 0.08 % Added More 257,053 33.01 % $7,712
Deltec Asset Management Llc Institution -0.23 % 2008-08-13 22,000 $757,680 $-14,740 -1.90 % No Change 22,000 0 % -
Diamondback Capital Management Llc Institution -0.52 % 2008-08-13 None - - - % Sold All -63,447 -100.00 % $42,509
Dimensional Fund Advisors Inc Institution 0.87 % 2008-08-01 2,678,567 $92,249,847 $-1,392,855 -1.48 % Added More 23,620 0.88 % $-12,282
Dividend Capital Investments Llc Institution -1.54 % 2008-07-31 17,500 $602,700 $-15,225 -2.46 % Added More 4,900 38.88 % $-4,263
Dixon Hubard And Feinour Inc Institution -0.88 % 2008-08-14 8,120 $279,653 $-3,410 -1.20 % No Change 8,120 0 % -
Dlibj Asset Management Co Ltd Institution 1.31 % 2008-08-04 1,580,653 $54,437,689 $-94,839 -0.17 % Added More 95,945 6.46 % $-5,757
Dnp Select Income Fund Inc Institution -13.68 % 2008-05-28 None - - - % Sold All -123,186 -100.00 % $513,686
Doerge And Smith Private Advisory Llc Institution -8.99 % 2008-05-15 2,700 $92,988 $-18,009 -16.22 % No Change 2,700 0 % -
Doolittle And Ganos Investment Counsel Llc Institution -8.92 % 2008-05-05 31,325 $1,078,833 $-205,805 -16.02 % Added More 5,450 21.06 % $-35,807
Dow Jones Wilshire 5000 Index Portfolio (Wilshire Mutual Funds Inc) Multi-Cap Core -3.80 % 2008-05-23 None - - - % Sold All -3,025 -100.00 % $13,764
Duff And Phelps Investment Management Co Institution 2.06 % 2008-08-04 1,591,508 $54,811,536 $-95,490 -0.17 % Sold Some -21,715 -1.34 % $1,303
Dupont Capital Management Institution 0.94 % 2008-07-31 188,793 $6,502,031 $-164,250 -2.46 % Added More 670 0.35 % $-583
Dws Balanced Fund (Dws Balanced Fund) Flexible Portfolio -0.38 % 2008-07-02 12,700 $437,388 $9,271 2.16 % No Compare - - % -
Dws Balanced Vip (Dws Variable Series Ii) Flexible Portfolio -9.61 % 2008-05-30 4,000 $137,760 $-21,120 -13.29 % No Change 4,000 0 % -
Dws Equity 500 Index Fund (Dws Institutional Funds) S&P 500 Index -8.44 % 2008-06-05 121,200 $4,174,128 $-573,276 -12.07 % Added More 60,600 100.00 % $-286,638
Dws Equity 500 Index Portfolio (Dws Equity 500 Index Portfolio) S&P 500 Index -7.99 % 2008-05-29 60,600 $2,087,064 $-267,852 -11.37 % Sold Some -60,600 -50.00 % $267,852
Dws Equity 500 Index Vip (Dws Investments Vit Funds) S&P 500 Index -8.00 % 2008-05-29 21,000 $723,240 $-92,820 -11.37 % No Compare - - % -
Dws S And P 500 Index Fund (Dws Investment Trust) S&P 500 Index -0.66 % 2008-06-26 60,600 $2,087,064 $-116,958 -5.30 % No Compare - - % -
Eaton Vance Real Estate Fund (Eaton Vance Special Investment Trust) Real Estate -1.65 % 2008-07-25 310 $10,676 $285 2.74 % No Compare - - % -
Employees Retirement System Of Texas Institution % 2008-08-15 240,683 % No Change 240,683 0 % -
Equity Income Fund (Principal Investors Fund Inc) Equity Income 1.92 % 2008-07-07 182,700 $6,292,188 $102,312 1.65 % No Compare - - % -
Equity Index Fund (Tiaa Cref Institutional Mutual Funds) Specialty & Misc -10.44 % 2008-06-05 2,728,974 $93,985,865 $-12,908,047 -12.07 % Added More 2,712,491 16456.29 % $-12,830,082
Equity Index Fund (Bb And T Funds) S&P 500 Index -7.55 % 2008-06-02 56,854 $1,958,052 $-255,843 -11.55 % Added More 2,688 4.96 % $-12,096
European Investors Inc Institution -0.97 % 2008-07-29 376,633 $12,971,241 $482,090 3.86 % Sold Some -31,700 -7.76 % $-40,576
Exxonmobil Investment Management Inc Institution 4.73 % 2008-07-15 77,160 $2,657,390 $291,665 12.32 % Added More 853 1.11 % $3,224
Family Legacy Inc Institution % 2008-07-16 1,350 % No Change 1,350 0 % -
Ferris Baker Watts Incorporated Institution 0.86 % 2008-08-07 None - - - % Sold All -5,740 -100.00 % $2,870
Fidelity International Ltd Institution -0.67 % 2008-08-14 246,800 $8,499,792 $-103,656 -1.20 % Sold Some -61,000 -19.81 % $25,620
Fidelity Magellan Fund (Fidelity Magellan Fund) Large-Cap Growth -10.41 % 2008-05-29 679,800 $23,412,312 $-3,004,716 -11.37 % No Change 679,800 0 % -
Fidelity Mid Cap Enhanced Index Fund (Fidelity Commonwealth Trust Ii) Mid-Cap Core -1.09 % 2008-07-30 291 $10,022 $-375 -3.61 % No Compare - - % -
Fidelity Mid Cap Value Fund (Fidelity Devonshire Trust) Mid-Cap Value -7.55 % 2008-06-30 594,900 $20,488,356 $47,592 0.23 % No Compare - - % -
Fidelity Value Fund (Fidelity Capital Trust) Multi-Cap Value -2.81 % 2008-06-27 1,480,600 $50,991,864 $-355,344 -0.69 % No Compare - - % -
Fiduciary Trust Co Institution -0.51 % 2008-08-06 10,400 $358,176 $-18,928 -5.01 % No Change 10,400 0 % -
Fifth Third Asset Management Inc Institution -1.43 % 2008-08-14 16,397 $564,713 $-6,887 -1.20 % Sold Some -4,855 -22.84 % $2,039
Fifth Third Bancorp Institution -1.15 % 2008-08-14 36,058 $1,241,838 $-15,144 -1.20 % Added More 440 1.23 % $-185
Fifth Third Securities Institution -1.48 % 2008-08-14 1,005 $34,612 $-422 -1.20 % No Change 1,005 0 % -
Financial Select Sector Spdr Fund (Select Sector Spdr Trust) Specialty & Misc -20.47 % 2008-06-03 None - - - % Sold All -576,687 -100.00 % $1,833,865
First Citizens Bank And Trust Co Institution % 2008-07-16 67,941 % Added More 426 0.63 %
First Manhattan Co Institution 2.34 % 2008-07-29 25,127 $865,374 $32,163 3.86 % Added More 1,000 4.14 % $1,280
First National Bank Of Mount Dora Trust Investment Services Institution 1.92 % 2008-07-24 300 $10,332 $-648 -5.90 % No Change 300 0 % -
First National Bank Of Omaha Institution % 2008-08-15 948 % Added More 2 0.21 %
First National Trust Co Institution -1.82 % 2008-08-11 2,866 $98,705 $-4,471 -4.33 % Added More 2,472 627.41 % $-3,856
First Pacific Advisors Llc Institution -0.63 % 2008-08-14 2,936 $101,116 $-1,233 -1.20 % New Holding 2,936 100.00 % $-1,233
First Quadrant L P Institution -1.40 % 2008-08-14 20,400 $702,576 $-8,568 -1.20 % No Change 20,400 0 % -
First State Investment Management Uk Ltd Institution -0.71 % 2008-08-01 8,666 $298,457 $-4,506 -1.48 % Added More 1,111 14.70 % $-578
First Trust Advisors Lp Institution -0.79 % 2008-08-08 None - - - % Sold All -24,914 -100.00 % $-747
First Trust Ftse Epranareit Global Real Estate Index Fund (First Trust Exchange-Traded Fund Ii) Real Estate -14.14 % 2008-06-06 1,497 $51,557 $-8,757 -14.51 % Added More 6 0.40 % $-35
First Trust S And P Reit Index Fund (First Trust Exchange Traded Fund) Real Estate -11.43 % 2008-05-30 1,449 $49,904 $-7,651 -13.29 % Sold Some -23 -1.56 % $121
Fisher Asset Management Llc Institution -1.79 % 2008-07-22 None - - - % Sold All -5,716 -100.00 % $-3,830
Fixed Income Securities Inc. Institution -1.23 % 2008-08-14 7,424 $255,683 $-3,118 -1.20 % Sold Some -75 -1.00 % $32
Fmr Corp Institution -1.03 % 2008-08-14 8,022,280 $276,287,323 $-3,369,358 -1.20 % Sold Some -1,588,052 -16.52 % $666,982
Forward Management Llc Institution 10.04 % 2008-07-15 9,700 $334,068 $36,666 12.32 % Sold Some -2,600 -21.13 % $-9,828
Forward Uniplan Advisors Inc Institution -2.85 % 2008-08-13 220,500 $7,594,020 $-147,735 -1.90 % Added More 5,800 2.70 % $-3,886
Franklin Resources Inc Institution 0.91 % 2008-08-07 1,071,464 $36,901,220 $-535,732 -1.43 % Sold Some -465,657 -30.29 % $232,829
Free Enterprise Action Fund (Coventry Funds Trust) Specialty & Misc 2.56 % 2008-07-09 185 $6,371 $-13 -0.20 % No Change 185 0 % -
Friedberg Investment Management Institution -0.28 % 2008-07-10 8,100 $278,964 $20,817 8.06 % No Change 8,100 0 % -
Garrison Bradford And Associates Inc Institution -0.92 % 2008-08-14 43,250 $1,489,530 $-18,165 -1.20 % No Change 43,250 0 % -
Gartmore Mutual Fund Capital Trust Institution -1.51 % 2008-08-14 88,741 $3,056,240 $-37,271 -1.20 % No Compare - - % -
Gateway Investment Advisers Lp Institution 1.24 % 2008-07-29 None - - - % Sold All -5,800 -100.00 % $-7,424
General Electric Co Institution 3.47 % 2008-07-28 67,008 $2,307,756 $0 0.00 % No Compare - - % -
General Motors Investment Management Corp Institution -1.97 % 2008-08-13 2,006,945 $69,119,186 $-1,344,653 -1.90 % Sold Some -8,522 -0.42 % $5,710
Geode Capital Management Llc Institution -1.26 % 2008-08-14 1,118,912 $38,535,329 $-469,943 -1.20 % Added More 24,025 2.19 % $-10,091
Ghp Investment Advisors Inc. Institution -1.18 % 2008-08-14 100 $3,444 $-42 -1.20 % No Change 100 0 % -
Glenmede Trust Co Na Institution 0.28 % 2008-08-19 6,955 $239,530 $-9,946 -3.98 % Sold Some -1,623 -18.92 % $2,321
Global Equity Portfolio (Dimensional Investment Group Inc) Global Multi-Cap Core -1.22 % 2008-08-08 88,666 $3,053,657 $2,660 0.08 % No Compare - - % -
Global Large Company Series (Dfa Investment Trust Co) Large-Cap Core -1.54 % 2008-08-08 88,666 $3,053,657 $2,660 0.08 % No Compare - - % -
Goldman Sachs Group Inc Institution -1.19 % 2008-08-14 3,068,491 $105,678,830 $-1,288,766 -1.20 % Sold Some -655,069 -17.59 % $275,129
Goldman Sachs Real Estate Securities Fund (Goldman Sachs Trust) Gold Oriented -2.27 % 2008-07-30 917,148 $31,586,577 $-1,183,121 -3.61 % No Compare - - % -
Golub Group Inc Institution -1.53 % 2008-08-06 15,000 $516,600 $-27,300 -5.01 % Sold Some -500 -3.22 % $910
Goodman And Company Investment Counsel Ltd Institution 0.07 % 2008-08-05 None - - - % Sold All -10,000 -100.00 % $-1,600
Grace And White Inc Institution 1.23 % 2008-07-29 108,166 $3,725,237 $138,452 3.86 % Sold Some -1,200 -1.09 % $-1,536
Grantham Mayo Van Otterloo And Co Llc Institution -0.77 % 2008-08-13 36,458 $1,255,614 $-24,427 -1.90 % Added More 12,700 53.45 % $-8,509
Groesbeck Investment Management Corp Institution -1.87 % 2008-08-12 553,312 $19,056,065 $-1,582,472 -7.66 % Sold Some -41,732 -7.01 % $119,354
Growth Fund (Usaa Mutual Funds Trust) Multi-Cap Growth 0.46 % 2008-08-01 2,210 $76,112 $-1,149 -1.48 % New Holding 2,210 100.00 % $-1,149
Gsa Capital Partners Llp Institution -2.56 % 2008-08-14 8,052 $277,311 $-3,382 -1.20 % New Holding 8,052 100.00 % $-3,382
Guaranty Trust Co Of Missouri Institution 0.75 % 2008-08-05 400 $13,776 $64 0.46 % Sold Some -250 -38.46 % $-40
Guardian Investor Services Llc Institution -1.20 % 2008-08-08 8,600 $296,184 $258 0.08 % No Compare - - % -
Hale And Dorr Capital Management Llc Institution -0.71 % 2008-08-13 60,600 $2,087,064 $-40,602 -1.90 % No Change 60,600 0 % -
Hamlin Capital Management Llc Institution -1.45 % 2008-08-01 8,200 $282,408 $-4,264 -1.48 % No Change 8,200 0 % -
Hanson Investment Management Institution -1.75 % 2008-07-24 1,824 $62,819 $-3,940 -5.90 % New Holding 1,824 100.00 % $-3,940
Harris Financial Corp Institution -1.86 % 2008-07-09 120,466 $4,148,849 $-8,433 -0.20 % Sold Some -8,614 -6.67 % $603
Hartford Financial Management Inc Institution -0.63 % 2008-07-30 267 $9,195 $-344 -3.61 % Added More 3 1.13 % $-4
Hartford Index Hls Fund (Hartford Series Fund Inc) Specialty & Misc -7.67 % 2008-05-29 None - - - % Sold All -64 -100.00 % $283
Hartford Investment Management Co Institution -1.19 % 2008-08-13 123,562 $4,255,475 $-82,787 -1.90 % Added More 15,190 14.01 % $-10,177
Hartford Midcap Growth Hls Fund (Hartford Hls Series Fund Ii Inc) Mid-Cap Growth -6.69 % 2008-05-29 461 $15,877 $-2,038 -11.37 % No Change 461 0 % -
Hartford Midcap Hls Fund (Hartford Series Fund Inc) Mid-Cap Core -6.69 % 2008-05-29 461 $15,877 $-2,038 -11.37 % No Change 461 0 % -
Harvard Management Co Inc Institution -1.25 % 2008-08-11 None - - - % Sold All -9,512 -100.00 % $14,839
Heitman Real Estate Securities Llc Institution -2.64 % 2008-07-23 2,967,920 $102,215,165 $-1,988,506 -1.90 % Added More 954,895 47.43 % $-639,780
Henderson Group Plc Institution -1.22 % 2008-08-12 47,217 $1,626,153 $-135,041 -7.66 % Sold Some -685 -1.43 % $1,959
Hershey Trust Co Institution 6.70 % 2008-07-03 48,900 $1,684,116 $62,103 3.82 % Sold Some -6,100 -11.09 % $-7,747
High Point Bank And Trust Co Institution -0.99 % 2008-08-14 None - - - % Sold All -280 -100.00 % $118
Hite Capital Management Llc Institution -9.66 % 2008-05-19 None - - - % Sold All -477 -100.00 % $2,838
Hsbc Holdings Plc Institution -1.55 % 2008-08-14 23,761 $818,329 $-9,980 -1.20 % Sold Some -9,790 -29.17 % $4,112
Huntington National Bank Institution 0.72 % 2008-07-08 8,928 $307,480 $19,820 6.89 % No Change 8,928 0 % -
Hynes Himmelreich Glennon & Co Institution 0.37 % 2008-08-01 None - - - % Sold All -27,370 -100.00 % $14,232
Ig Investment Management Ltd Institution -1.26 % 2008-08-14 9,648 $332,277 $-4,052 -1.20 % Added More 4,778 98.11 % $-2,007
Income Fund (Ge Investment Funds Inc) - -8.41 % 2008-05-30 100,400 $3,457,776 $-530,112 -13.29 % No Compare - - % -
Index 500 Portfolio (Variable Insurance Products Fund Ii) S&P 500 Index -8.44 % 2008-05-30 56,035 $1,929,845 $-295,865 -13.29 % Sold Some -643 -1.13 % $3,395
Index 500 Stock Portfolio (Northwestern Mutual Series Fund Inc) S&P 500 Index -8.33 % 2008-05-23 39,800 $1,370,712 $-181,090 -11.66 % No Compare - - % -
Information Portfolio (Morgan Stanley Variable Investment Series) Specialty & Misc -10.05 % 2008-05-29 4,033 $138,897 $-17,826 -11.37 % Sold Some -244 -5.70 % $1,078
Ing Clarion Real Estate Securities Institution -4.39 % 2008-08-12 3,108,103 $107,043,067 $-8,889,175 -7.66 % Added More 709,432 29.57 % $-2,028,976
Ing Investment Management Co Institution -1.02 % 2008-08-14 46,795 $1,611,620 $-19,654 -1.20 % Added More 14,100 43.12 % $-5,922
Ing Investments Llc Institution -1.61 % 2008-08-12 1,130,521 $38,935,143 $-3,233,290 -7.66 % Added More 307,485 37.35 % $-879,407
Intel Corp Institution -1.38 % 2008-08-11 9,403 $323,839 $-14,669 -4.33 % Added More 300 3.29 % $-468
Irish Life Investment Managers Institution -7.78 % 2008-08-01 None - - - % Sold All -54,062 -100.00 % $28,112
Ixis Asset Management Advisors L P Institution -1.29 % 2008-08-12 391,211 $13,473,307 $-1,118,863 -7.66 % Sold Some -2,955 -0.74 % $8,451
Ixis Income Diversified Portfolio (Ixis Advisor Funds Trust I) Flexible Portfolio -10.27 % 2008-06-04 11,000 $378,840 $-40,150 -9.58 % New Holding 11,000 100.00 % $-40,150
J P Morgan Chase And Co Institution -1.04 % 2008-08-12 6,809,344 $234,513,807 $-19,474,724 -7.66 % Added More 677,460 11.04 % $-1,937,536
Jane Street Holding Llc Institution % 2008-08-15 None - - - % Sold All -7,900 -100.00 %
Janus Adviser Balanced Fund (Janus Adviser Series) Mixed-Asset Target Al ... -2.85 % 2008-06-27 None - - - % Sold All -2,795 -100.00 % $671
Janus Adviser Fundamental Equity Fund (Janus Adviser Series) Specialty & Misc -3.03 % 2008-06-27 2,795 $96,260 $-671 -0.69 % New Holding 2,795 100.00 % $-671
Janus Capital Management Llc Institution % 2008-08-15 375,738 % Added More 299,083 390.16 %
Jefferies Group Inc Institution -1.32 % 2008-08-14 12,518 $431,120 $-5,258 -1.20 % New Holding 12,518 100.00 % $-5,258
Jnf Balanced Portfolio (Northern Lights Variable Trust) Flexible Portfolio -9.64 % 2008-05-30 None - - - % Sold All -1,000 -100.00 % $5,280
Jnlmcm Financial Sector Fund (Jnl Variable Fund Llc) Specialty & Misc -15.98 % 2008-05-30 6 $207 $-32 -13.29 % Added More 1 20.00 % $-5
Johnson Investment Counsel Inc Institution 3.29 % 2008-08-01 16,267 $560,235 $-8,459 -1.48 % Sold Some -275 -1.66 % $143
Johnston Reid And Mitchell Inc Institution -12.56 % 2008-07-07 12,500 $430,500 $7,000 1.65 % No Change 12,500 0 % -
Jpmorgan Equity Index Trust (Jpmorgan Institutional Trust) Specialty & Misc 3.49 % 2008-07-30 9 $310 $-12 -3.61 % No Compare - - % -
Jpmorgan Insurance Trust Equity Index Portfolio (Jpmorgan Insurance Trust) Specialty & Misc -8.01 % 2008-05-30 2,502 $86,169 $-13,211 -13.29 % No Compare - - % -
Jpmorgan Mid Cap Value Fund (Jp Morgan Fleming Mutual Fund Group Inc) Mid-Cap Value -8.88 % 2008-05-23 1,140 $39,262 $-5,187 -11.66 % New Holding 1,140 100.00 % $-5,187
Kayne Anderson Capital Advisors Lp Institution 1.46 % 2008-08-11 30,000 $1,033,200 $-46,800 -4.33 % New Holding 30,000 100.00 % $-46,800
Kbc Group Nv Institution -1.07 % 2008-08-14 141,863 $4,885,762 $-59,582 -1.20 % Added More 61,123 75.70 % $-25,672
Kensington Investment Group Inc Institution % 2008-07-17 310,195 % Sold Some -5,845 -1.84 %
Keybank National Association Institution -0.90 % 2008-08-13 14,604 $502,962 $-9,785 -1.90 % Added More 68 0.46 % $-46
King Luther Capital Management Corp Institution -1.98 % 2008-08-11 33,710 $1,160,972 $-52,588 -4.33 % Sold Some -14,410 -29.94 % $22,480
Labranche And Co Inc Institution -1.74 % 2008-08-14 7,356 $253,341 $-3,090 -1.20 % New Holding 7,356 100.00 % $-3,090
Laird Norton Tyee Trust Co Institution -0.83 % 2008-08-11 6,265 $215,767 $-9,773 -4.33 % Added More 52 0.83 % $-81
Large Cap Composite Portfolio (Seasons Series Trust) Large-Cap Core -6.42 % 2008-06-06 302 $10,401 $-1,767 -14.51 % Sold Some -10 -3.20 % $59
Large Cap Value Portfolio (Seasons Series Trust) Large-Cap Value -6.60 % 2008-06-06 4,970 $171,167 $-29,075 -14.51 % Sold Some -40 -0.79 % $234
Largecap Growth Fund (Principal Investors Fund Inc) Large-Cap Growth 2.03 % 2008-07-07 21,806 $750,999 $12,211 1.65 % No Compare - - % -
Lazard Asset Management Llc Institution 1.76 % 2008-08-04 17,000 $585,480 $-1,020 -0.17 % No Change 17,000 0 % -
Legal & General Group Plc Institution -0.78 % 2008-08-13 1,070,715 $36,875,425 $-717,379 -1.90 % Added More 265,650 32.99 % $-177,986
Legg Mason Investment Counsel Llc Institution -0.85 % 2008-08-14 3,382 $116,476 $-1,420 -1.20 % No Change 3,382 0 % -
Legg Mason Trust Company National Association Institution -0.65 % 2008-08-14 460 $15,842 $-193 -1.20 % Sold Some -1,305 -73.93 % $548
Lehman Brothers Holdings Inc Institution -0.64 % 2008-08-13 83,251 $2,867,164 $-55,778 -1.90 % New Holding 83,251 100.00 % $-55,778
Liberty Mutual Insurance Co Institution -0.73 % 2008-08-13 20,946 $721,380 $-14,034 -1.90 % Added More 1,400 7.16 % $-938
Lloyds Tsb Bank Plc Institution -0.93 % 2008-08-14 None - - - % Sold All -199 -100.00 % $84
Loring Wolcott And Coolidge Fiduciary Advisors Institution 3.02 % 2008-08-04 96,727 $3,331,278 $-5,804 -0.17 % Sold Some -2,450 -2.47 % $147
M And T Bank Corp Institution 1.17 % 2008-07-29 5,500 $189,420 $7,040 3.86 % Sold Some -600 -9.83 % $-768
Mackenzie Financial Corp Institution -0.93 % 2008-08-13 79,150 $2,725,926 $-53,031 -1.90 % Added More 1,300 1.66 % $-871
Macnealy Hoover Investment Management Inc Institution 3.54 % 2008-07-30 6,000 $206,640 $-7,740 -3.61 % No Change 6,000 0 % -
Macquarie Group Ltd Institution -0.03 % 2008-08-13 41,453 $1,427,641 $-27,774 -1.90 % Sold Some -12,497 -23.16 % $8,373
Mainstay Equity Index Fund (Mainstay Funds) Specialty & Misc 1.35 % 2008-07-02 7,417 $255,441 $5,414 2.16 % New Holding 7,417 100.00 % $5,414
Mainstay S And P 500 Index Fund (Eclipse Funds Inc) S&P 500 Index -0.27 % 2008-08-05 32,691 $1,125,878 $5,231 0.46 % No Compare - - % -
Managed Account Advisors Llc Institution 0.85 % 2008-08-07 9,895 $340,784 $-4,948 -1.43 % Added More 1,520 18.14 % $-760
Manufactureres Life Insurance Co Institution -4.91 % 2008-07-30 42,876 $1,476,649 $-55,310 -3.61 % Added More 1,258 3.02 % $-1,623
Marathon Capital Group Llc Institution % 2008-07-16 1,532 %