| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR/A | Baird Robert W And Co Inc | Institution | 575,177 | Added More | 533,392 | 1276.51 % | $14,373,673 | $14,373,673 | $0 | 0.00 % | $0 | | | | | | News Article | History of Baird Robert W And Co Inc Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Blair William And Co | Institution | 12,867 | Sold Some | -1,425 | -9.97 % | $321,546 | $321,546 | $0 | 0.00 % | $0 | | | | | | News Article | History of Blair William And Co Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Chwab Charles Investment Management Inc | Institution | 383,944 | Sold Some | -137,001 | -26.29 % | $9,594,761 | $9,594,761 | $0 | 0.00 % | $0 | | | | | | News Article | History of Chwab Charles Investment Management Inc Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Credit Suisse First Boston | Institution | 509,732 | Sold Some | -91,254 | -15.18 % | $12,738,203 | $12,738,203 | $0 | 0.00 % | $0 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Deere And Co | Institution | 27,710 | Sold Some | -3,913 | -12.37 % | $692,473 | $692,473 | $0 | 0.00 % | $0 | | | | | | News Article | History of Deere And Co Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Genworth Financial Inc | Institution | | Sold All | -39 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Genworth Financial Inc Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hartford Investment Management Co | Institution | 72,843 | Sold Some | -2,950 | -3.89 % | $1,820,347 | $1,820,347 | $0 | 0.00 % | $0 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Marquette Asset Management Inc | Institution | | Sold All | -87,257 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Marquette Asset Management Inc Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metlife Securities Inc | Institution | 750 | New Holding | 750 | 100 % | $18,743 | $18,743 | $0 | 0.00 % | $0 | | | | | | News Article | History of Metlife Securities Inc Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 170,889 | Sold Some | -11,626 | -6.36 % | $4,270,516 | $4,270,516 | $0 | 0.00 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Nbt Bank N A | Institution | 6,000 | No Change | 0 | 0 % | $149,940 | $149,940 | $0 | 0.00 % | $0 | | | | | | News Article | History of Nbt Bank N A Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 181,663 | Sold Some | -801,491 | -81.52 % | $4,539,758 | $4,539,758 | $0 | 0.00 % | $0 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 107,136 | Added More | 2,985 | 2.86 % | $2,677,329 | $2,677,329 | $0 | 0.00 % | $0 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 1,149,057 | Sold Some | -7,324 | -0.63 % | $28,714,934 | $28,714,934 | $0 | 0.00 % | $0 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Unionbancal Corp | Institution | 191,660 | Added More | 1,535 | 0.80 % | $4,789,583 | $4,789,583 | $0 | 0.00 % | $0 | | | | | | News Article | History of Unionbancal Corp Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Westport Resources Management Inc | Institution | 120 | No Change | 0 | 0 % | $2,999 | $2,999 | $0 | 0.00 % | $0 | | | | | | News Article | History of Westport Resources Management Inc Ownership Of Pitney Bowes Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Ynovus Financial Corp | Institution | 13,567 | Added More | 1,110 | 8.91 % | $339,039 | $339,039 | $0 | 0.00 % | $0 | | | | | | News Article | History of Ynovus Financial Corp Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Aureus Asset Management Llc | Institution | 7,795 | No Change | 0 | 0 % | $193,706 | $194,797 | $1,091 | 0.56 % | $0 | | | | | | News Article | History of Aureus Asset Management Llc Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Becker Capital Management Inc | Institution | 868,527 | Sold Some | -1,435 | -0.16 % | $21,582,896 | $21,704,490 | $121,594 | 0.56 % | $-201 | | | | | | News Article | History of Becker Capital Management Inc Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Fixed Income Securities Lp | Institution | 65,025 | Added More | 5,781 | 9.75 % | $1,615,871 | $1,624,975 | $9,104 | 0.56 % | $809 | | | | | | News Article | History of Fixed Income Securities Lp Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Guardian Investor Services Llc | Institution | 5,875 | Added More | 155 | 2.70 % | $145,994 | $146,816 | $823 | 0.56 % | $22 | | | | | | News Article | History of Guardian Investor Services Llc Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR/A | Huntington National Bank | Institution | 64,984 | Added More | 6,548 | 11.20 % | $1,614,852 | $1,623,950 | $9,098 | 0.56 % | $917 | | | | | | News Article | History of Huntington National Bank Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Kokusai Asset Management Co Ltd | No Data | 323,400 | Added More | 7,600 | 2.40 % | $8,036,490 | $8,081,766 | $45,276 | 0.56 % | $1,064 | | | | | | News Article | History of Kokusai Asset Management Co Ltd Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Kornitzer Capital Management Inc | Institution | 337,683 | Sold Some | -12,402 | -3.54 % | $8,391,423 | $8,438,698 | $47,276 | 0.56 % | $-1,736 | | | | | | News Article | History of Kornitzer Capital Management Inc Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Mitsubishi Ufj Asset Management Co Ltd | No Data | 61,900 | Sold Some | -7,000 | -10.15 % | $1,538,215 | $1,546,881 | $8,666 | 0.56 % | $-980 | | | | | | News Article | History of Mitsubishi Ufj Asset Management Co Ltd Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Motco | Institution | 825 | No Change | 0 | 0 % | $20,501 | $20,617 | $116 | 0.56 % | $0 | | | | | | News Article | History of Motco Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Nisa Investment Advisors L L C | Institution | 86,203 | Sold Some | -10,000 | -10.39 % | $2,142,145 | $2,154,213 | $12,068 | 0.56 % | $-1,400 | | | | | | News Article | History of Nisa Investment Advisors L L C Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Old Mutual Asset Managers Uk Ltd | Institution | 371,351 | New Holding | 371,351 | 100 % | $9,228,072 | $9,280,061 | $51,989 | 0.56 % | $51,989 | | | | | | News Article | History of Old Mutual Asset Managers Uk Ltd Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associate | Institution | 161,627 | Sold Some | -76,921 | -32.24 % | $4,016,431 | $4,039,059 | $22,628 | 0.56 % | $-10,769 | | | | | | News Article | History of Parametric Portfolio Associate Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Profund Advisors Llc | Institution | 10,668 | New Holding | 10,668 | 100 % | $265,100 | $266,593 | $1,494 | 0.56 % | $1,494 | | | | | | News Article | History of Profund Advisors Llc Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Proshare Advisors Llc | Institution | 47,300 | Sold Some | -24,460 | -34.08 % | $1,175,405 | $1,182,027 | $6,622 | 0.56 % | $-3,424 | | | | | | News Article | History of Proshare Advisors Llc Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Rnc Capital Management Llc | Institution | 295,512 | Added More | 3,831 | 1.31 % | $7,343,473 | $7,384,845 | $41,372 | 0.56 % | $536 | | | | | | News Article | History of Rnc Capital Management Llc Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Tal Global Asset Management Inc | Institution | 26,265 | Sold Some | -3,770 | -12.55 % | $652,685 | $656,362 | $3,677 | 0.56 % | $-528 | | | | | | News Article | History of Tal Global Asset Management Inc Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Teacher Retirement System Of Texa | Institution | 97,545 | Sold Some | -199,455 | -67.15 % | $2,423,993 | $2,437,650 | $13,656 | 0.56 % | $-27,924 | | | | | | News Article | History of Teacher Retirement System Of Texa Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Tratton Management Co | Institution | 57,016 | Added More | 1,500 | 2.70 % | $1,416,848 | $1,424,830 | $7,982 | 0.56 % | $210 | | | | | | News Article | History of Tratton Management Co Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-08-31 | N-CSR | Alliancebernstein Pooling Portfolios-Alliancebernstein Inflation Protected Securities Portfolio | Specialty & Misc | | Sold All | -298,400 | -100 % | | | | 0.56 % | $-41,776 | | | | | | News Article | History of Alliancebernstein Pooling Portfolios-Alliancebernstein Inflation Protected Securities Portfolio Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-08-31 | N-CSR | Claymore Exchange Traded Fund Trust-Claymoreocean Tomo Growth Etf | Multi-Cap Growth | 451 | Added More | 53 | 13.31 % | $11,207 | $11,270 | $63 | 0.56 % | $7 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust-Claymoreocean Tomo Growth Etf Ownership Of Pitney Bowes Inc |
| 2009-11-05 | 2009-08-31 | N-CSR | Claymore Exchange Traded Fund Trust-Claymoreocean Tomo Patent Etf | Specialty & Misc | 225 | No Change | 0 | 0 % | $5,591 | $5,623 | $32 | 0.56 % | $0 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust-Claymoreocean Tomo Patent Etf Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Babson Capital Management Llc | Institution | 19,600 | Sold Some | -6,600 | -25.19 % | $486,668 | $489,804 | $3,136 | 0.64 % | $-1,056 | | | | | | News Article | History of Babson Capital Management Llc Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Cincinnati Insurance Co | Institution | 733,000 | No Change | 0 | 0 % | $18,200,390 | $18,317,670 | $117,280 | 0.64 % | $0 | | | | | | News Article | History of Cincinnati Insurance Co Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Curian Capital Llc | Institution | 4,540 | New Holding | 4,540 | 100 % | $112,728 | $113,455 | $726 | 0.64 % | $726 | | | | | | News Article | History of Curian Capital Llc Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | First Community Bank Trust And Financial Services Divison | Institution | 200 | No Change | 0 | 0 % | $4,966 | $4,998 | $32 | 0.64 % | $0 | | | | | | News Article | History of First Community Bank Trust And Financial Services Divison Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Foster Motley Inc | Institution | 54,340 | Added More | 26,100 | 92.42 % | $1,349,262 | $1,357,957 | $8,694 | 0.64 % | $4,176 | | | | | | News Article | History of Foster Motley Inc Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Gw Capital Management Incco | Institution | 22,046 | Sold Some | -17,600 | -44.39 % | $547,402 | $550,930 | $3,527 | 0.64 % | $-2,816 | | | | | | News Article | History of Gw Capital Management Incco Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Haverford Trust Co | Institution | 14,814 | New Holding | 14,814 | 100 % | $367,832 | $370,202 | $2,370 | 0.64 % | $2,370 | | | | | | News Article | History of Haverford Trust Co Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Marathon Asset Management Llp | Institution | 1,264,145 | Added More | 19,076 | 1.53 % | $31,388,720 | $31,590,984 | $202,263 | 0.64 % | $3,052 | | | | | | News Article | History of Marathon Asset Management Llp Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Meyer Handelman Co | Institution | 71,228 | Sold Some | -30,200 | -29.77 % | $1,768,591 | $1,779,988 | $11,396 | 0.64 % | $-4,832 | | | | | | News Article | History of Meyer Handelman Co Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Mitsubishi Ufj Trust Banking Corp | No Data | 340,015 | Added More | 4,037 | 1.20 % | $8,442,572 | $8,496,975 | $54,402 | 0.64 % | $646 | | | | | | News Article | History of Mitsubishi Ufj Trust Banking Corp Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Texas Capital Bancshares Inc | Institution | 7,145 | Added More | 700 | 10.86 % | $177,410 | $178,554 | $1,143 | 0.64 % | $112 | | | | | | News Article | History of Texas Capital Bancshares Inc Ownership Of Pitney Bowes Inc |
| 2009-11-04 | 2009-08-31 | N-CSRS | Gmo Trust-Gmo Value Fund | Multi-Cap Value | | Sold All | -4,900 | -100 % | | | | 0.64 % | $-784 | | | | | | News Article | History of Gmo Trust-Gmo Value Fund Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Apg All Pensions Group | Institution | 792,611 | Added More | 176,948 | 28.74 % | $19,553,713 | $19,807,349 | $253,636 | 1.29 % | $56,623 | | | | | | News Article | History of Apg All Pensions Group Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Bidwell C M And Associates Ltd | Institution | | Sold All | -4,650 | -100 % | | | | 1.29 % | $-1,488 | | | | | | News Article | History of Bidwell C M And Associates Ltd Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Conning Asset Management Co | Institution | | Sold All | -22,382 | -100 % | | | | 1.29 % | $-7,162 | | | | | | News Article | History of Conning Asset Management Co Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Duff And Phelps Investment Management Co | Institution | | Sold All | -105,683 | -100 % | | | | 1.29 % | $-33,819 | | | | | | News Article | History of Duff And Phelps Investment Management Co Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Ixis Asset Management Advisors L P | Institution | | Sold All | -121,087 | -100 % | | | | 1.29 % | $-38,748 | | | | | | News Article | History of Ixis Asset Management Advisors L P Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Loyalis Financial Services Nv | Institution | 8,073 | New Holding | 8,073 | 100 % | $199,161 | $201,744 | $2,583 | 1.29 % | $2,583 | | | | | | News Article | History of Loyalis Financial Services Nv Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | M And T Bank Corp | Institution | 13,741 | Sold Some | -634 | -4.41 % | $338,990 | $343,388 | $4,397 | 1.29 % | $-203 | | | | | | News Article | History of M And T Bank Corp Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Papp L Roy And Associate | Institution | 3,500 | No Change | 0 | 0 % | $86,345 | $87,465 | $1,120 | 1.29 % | $0 | | | | | | News Article | History of Papp L Roy And Associate Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Private Trust Co Na | Institution | | Sold All | -922 | -100 % | | | | 1.29 % | $-295 | | | | | | News Article | History of Private Trust Co Na Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 746,122 | Added More | 95,208 | 14.62 % | $18,406,830 | $18,645,589 | $238,759 | 1.29 % | $30,467 | | | | | | News Article | History of Prudential Financial Inc Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Qwest Asset Management Co | Institution | 25,510 | No Change | 0 | 0 % | $629,332 | $637,495 | $8,163 | 1.29 % | $0 | | | | | | News Article | History of Qwest Asset Management Co Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Tewart And Patten Co Llc | Institution | 244,315 | Sold Some | -5,607 | -2.24 % | $6,027,251 | $6,105,432 | $78,181 | 1.29 % | $-1,794 | | | | | | News Article | History of Tewart And Patten Co Llc Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Turner Investment Partners Inc | Institution | 890 | Added More | 780 | 709.09 % | $21,956 | $22,241 | $285 | 1.29 % | $250 | | | | | | News Article | History of Turner Investment Partners Inc Ownership Of Pitney Bowes Inc |
| 2009-11-03 | 2009-08-31 | N-CSR | California Investment Trust-S And P 500 Index Fund | S&P 500 Index | 1,820 | No Change | 0 | 0 % | $44,899 | $45,482 | $582 | 1.29 % | $0 | | | | | | News Article | History of California Investment Trust-S And P 500 Index Fund Ownership Of Pitney Bowes Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR/A | Advanced Investment Partners Llc | No Data | 91,250 | Sold Some | -2,730 | -2.90 % | $2,238,363 | $2,280,338 | $41,975 | 1.87 % | $-1,256 | | | | | | News Article | History of Advanced Investment Partners Llc Ownership Of Pitney Bowes Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Bbva Usa Bancshares Inc | Institution | 25,995 | Added More | 8,350 | 47.32 % | $637,657 | $649,615 | $11,958 | 1.87 % | $3,841 | | | | | | News Article | History of Bbva Usa Bancshares Inc Ownership Of Pitney Bowes Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Bryn Mawr Trust Co | Institution | 10,050 | No Change | 0 | 0 % | $246,527 | $251,150 | $4,623 | 1.87 % | $0 | | | | | | News Article | History of Bryn Mawr Trust Co Ownership Of Pitney Bowes Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Citizens Bank Wealth Management Na | Institution | 411 | New Holding | 411 | 100 % | $10,082 | $10,271 | $189 | 1.87 % | $189 | | | | | | News Article | History of Citizens Bank Wealth Management Na Ownership Of Pitney Bowes Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Ghp Investment Advisors Inc | Institution | 5,470 | Sold Some | -300 | -5.19 % | $134,179 | $136,695 | $2,516 | 1.87 % | $-138 | | | | | | News Article | History of Ghp Investment Advisors Inc Ownership Of Pitney Bowes Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Golden Capital Management Llc | Institution | 54,080 | Added More | 6,470 | 13.58 % | $1,326,582 | $1,351,459 | $24,877 | 1.87 % | $2,976 | | | | | | News Article | History of Golden Capital Management Llc Ownership Of Pitney Bowes Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Moody National Bank Trust Division | Institution | 13,420 | Sold Some | -75 | -0.55 % | $329,193 | $335,366 | $6,173 | 1.87 % | $-35 | | | | | | News Article | History of Moody National Bank Trust Division Ownership Of Pitney Bowes Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR/A | Penn Mutual Life Insurance Co | Institution | 20,640 | Sold Some | -1,306 | -5.95 % | $506,299 | $515,794 | $9,494 | 1.87 % | $-601 | | | | | | News Article | History of Penn Mutual Life Insurance Co Ownership Of Pitney Bowes Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thrivent Financial For Lutheran | Institution | 11,200 | Sold Some | -12,800 | -53.33 % | $274,736 | $279,888 | $5,152 | 1.87 % | $-5,888 | | | | | | News Article | History of Thrivent Financial For Lutheran Ownership Of Pitney Bowes Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Clinton Group Inc | Institution | 17,503 | New Holding | 17,503 | 100 % | $428,824 | $437,400 | $8,576 | 2.00 % | $8,576 | | | | | | News Article | History of Clinton Group Inc Ownership Of Pitney Bowes Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Oxford Asset Management | Institution | | Sold All | -38,792 | -100 % | | | | 2.00 % | $-19,008 | | | | | | News Article | History of Oxford Asset Management Ownership Of Pitney Bowes Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Texas Permanent School Fund | Institution | 178,013 | Sold Some | -127 | -0.07 % | $4,361,319 | $4,448,545 | $87,226 | 2.00 % | $-62 | | | | | | News Article | History of Texas Permanent School Fund Ownership Of Pitney Bowes Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Tocqueville Asset Management Lp | Institution | 8,500 | New Holding | 8,500 | 100 % | $208,250 | $212,415 | $4,165 | 2.00 % | $4,165 | | | | | | News Article | History of Tocqueville Asset Management Lp Ownership Of Pitney Bowes Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Wedge Capital Management L L P | Institution | 1,041,574 | Added More | 51,875 | 5.24 % | $25,518,563 | $26,028,934 | $510,371 | 2.00 % | $25,419 | | | | | | News Article | History of Wedge Capital Management L L P Ownership Of Pitney Bowes Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Wesbanco Bank Inc | Institution | 15,240 | Added More | 1,000 | 7.02 % | $373,380 | $380,848 | $7,468 | 2.00 % | $490 | | | | | | News Article | History of Wesbanco Bank Inc Ownership Of Pitney Bowes Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Ei Institutional Investments Trust-Siit Large Cap Fund | Large-Cap Core | | Sold All | -3,600 | -100 % | | | | 2.00 % | $-1,764 | | | | | | News Article | History of Ei Institutional Investments Trust-Siit Large Cap Fund Ownership Of Pitney Bowes Inc |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii-Fidelity Mid Cap Enhanced Index Fund | Mid-Cap Core | 2,750 | No Change | 0 | 0 % | $67,375 | $68,723 | $1,348 | 2.00 % | $0 | | | | | | News Article | History of Fidelity Commonwealth Trust Ii-Fidelity Mid Cap Enhanced Index Fund Ownership Of Pitney Bowes Inc |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund-Vanguard Ftse Social Index Fund | Large-Cap Core | 26,339 | Sold Some | -720 | -2.66 % | $645,306 | $658,212 | $12,906 | 2.00 % | $-353 | | | | | | News Article | History of Vanguard World Fund-Vanguard Ftse Social Index Fund Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 168,284 | Sold Some | -283 | -0.16 % | $4,200,369 | $4,205,417 | $5,049 | 0.12 % | $-8 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Marshwinds Advisory Co | Institution | 8,875 | New Holding | 8,875 | 100 % | $221,520 | $221,786 | $266 | 0.12 % | $266 | | | | | | News Article | History of Marshwinds Advisory Co Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Meridian Management Co | Institution | 16,666 | No Change | 0 | 0 % | $415,983 | $416,483 | $500 | 0.12 % | $0 | | | | | | News Article | History of Meridian Management Co Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Prudential Corp Plc | Institution | | Sold All | -24,681 | -100 % | | | | 0.12 % | $-740 | | | | | | News Article | History of Prudential Corp Plc Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Warthmore Group Inc | Institution | | Sold All | -184,550 | -100 % | | | | 0.12 % | $-5,537 | | | | | | News Article | History of Warthmore Group Inc Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Evergreen Equity Trust De-Evergreen Market Index Fund | Specialty & Misc | 6,006 | Sold Some | -1,910 | -24.12 % | $149,910 | $150,090 | $180 | 0.12 % | $-57 | | | | | | News Article | History of Evergreen Equity Trust De-Evergreen Market Index Fund Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Evergreen Equity Trust De-Evergreen Market Index Growth Fund | Multi-Cap Growth | | Sold All | -18,553 | -100 % | | | | 0.12 % | $-557 | | | | | | News Article | History of Evergreen Equity Trust De-Evergreen Market Index Growth Fund Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Evergreen Equity Trust De-Evergreen Market Index Value Fund | Multi-Cap Value | 18,732 | Added More | 16,849 | 894.79 % | $467,551 | $468,113 | $562 | 0.12 % | $505 | | | | | | News Article | History of Evergreen Equity Trust De-Evergreen Market Index Value Fund Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Trust For Professional Managers-Bristlecone Fund | No Data | | Sold All | -1,300 | -100 % | | | | 0.12 % | $-39 | | | | | | News Article | History of Trust For Professional Managers-Bristlecone Fund Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust-Cornerstone Strategy Fund | Specialty & Misc | | Sold All | -100 | -100 % | | | | 0.12 % | $-3 | | | | | | News Article | History of Usaa Mutual Funds Trust-Cornerstone Strategy Fund Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust-Growth Fund | Multi-Cap Growth | | Sold All | -500 | -100 % | | | | 0.12 % | $-15 | | | | | | News Article | History of Usaa Mutual Funds Trust-Growth Fund Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I-Asset Allocation Fund | Specialty & Misc | 4,225 | New Holding | 4,225 | 100 % | $105,456 | $105,583 | $127 | 0.12 % | $127 | | | | | | News Article | History of Valic Co I-Asset Allocation Fund Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I-Value Fund | Multi-Cap Value | 9,000 | New Holding | 9,000 | 100 % | $224,640 | $224,910 | $270 | 0.12 % | $270 | | | | | | News Article | History of Valic Co I-Value Fund Ownership Of Pitney Bowes Inc |
| 2009-10-29 | 2009-06-30 | 13F-HR/A | Huntington National Bank | Institution | 58,436 | Sold Some | -90,340 | -60.72 % | $1,458,563 | $1,460,316 | $1,753 | 0.12 % | $-2,710 | | | | | | News Article | History of Huntington National Bank Ownership Of Pitney Bowes Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Chevy Chase Trust Holdings Inc | No Data | 201,081 | Sold Some | -4,994 | -2.42 % | $4,922,463 | $5,025,014 | $102,551 | 2.08 % | $-2,547 | | | | | | News Article | History of Chevy Chase Trust Holdings Inc Ownership Of Pitney Bowes Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Maple Securities Usa Inc | Institution | | Sold All | -31,000 | -100 % | | | | 2.08 % | $-15,810 | | | | | | News Article | History of Maple Securities Usa Inc Ownership Of Pitney Bowes Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Mu Investments Co Ltd | No Data | 2,440 | No Compare | | | $59,731 | $60,976 | $1,244 | 2.08 % | | | | | | | News Article | History of Mu Investments Co Ltd Ownership Of Pitney Bowes Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Olaris Asset Management Llc | Institution | | Sold All | -2,000 | -100 % | | | | 2.08 % | $-1,020 | | | | | | News Article | History of Olaris Asset Management Llc Ownership Of Pitney Bowes Inc |
| 2009-10-28 | 2009-08-31 | N-Q | American Century Strategic Asset Allocations Inc-Newton Fund | Small-Cap Core | 84,418 | Sold Some | -63,384 | -42.88 % | $2,066,553 | $2,109,606 | $43,053 | 2.08 % | $-32,326 | | | | | | News Article | History of American Century Strategic Asset Allocations Inc-Newton Fund Ownership Of Pitney Bowes Inc |
| 2009-10-28 | 2009-08-31 | N-CSRS | Fidelity Concord Street Trust-Spartan International Index Fund | Global Flex Port | | Sold All | -473,944 | -100 % | | | | 2.08 % | $-241,711 | | | | | | News Article | History of Fidelity Concord Street Trust-Spartan International Index Fund Ownership Of Pitney Bowes Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Crane Asset Management Llc | Institution | 27,825 | New Holding | 27,825 | 100 % | $695,903 | $695,347 | $-557 | -0.07 % | $-557 | | | | | | News Article | History of Crane Asset Management Llc Ownership Of Pitney Bowes Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Dupont Capital Management | Institution | | Sold All | -65,890 | -100 % | | | | -0.07 % | $1,318 | | | | | | News Article | History of Dupont Capital Management Ownership Of Pitney Bowes Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Eaward Management Corp | Institution | | Sold All | -70,745 | -100 % | | | | -0.07 % | $1,415 | | | | | | News Article | History of Eaward Management Corp Ownership Of Pitney Bowes Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | First Manhattan Co | Institution | 281,370 | Sold Some | -37,880 | -11.86 % | $7,037,064 | $7,031,436 | $-5,627 | -0.07 % | $758 | | | | | | News Article | History of First Manhattan Co Ownership Of Pitney Bowes Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Forward Management Llc | Institution | 13,694 | Added More | 656 | 5.03 % | $342,487 | $342,213 | $-274 | -0.07 % | $-13 | | | | | | News Article | History of Forward Management Llc Ownership Of Pitney Bowes Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Claymore Exchange Traded Fund Trust-Claymoremorningstar Manufacturing Super Sector Index Etf | Specialty & Misc | 150 | No Change | 0 | 0 % | $3,755 | $3,749 | $-6 | -0.15 % | $0 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust-Claymoremorningstar Manufacturing Super Sector Index Etf Ownership Of Pitney Bowes Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Equity Trust-Ing Opportunistic Largecap Fund | Large-Cap Core | 7,600 | Sold Some | -200 | -2.56 % | $190,228 | $189,924 | $-304 | -0.15 % | $8 | | | | | | News Article | History of Ing Equity Trust-Ing Opportunistic Largecap Fund Ownership Of Pitney Bowes Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc-Ing Balanced Fund | Mixed-Asset Target Allocation Moderate | 11,400 | New Holding | 11,400 | 100 % | $285,342 | $284,886 | $-456 | -0.15 % | $-456 | | | | | | News Article | History of Ing Series Fund Inc-Ing Balanced Fund Ownership Of Pitney Bowes Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc-Ing Index Plus Largecap Fund | Large-Cap Core | 69,280 | Sold Some | -13,500 | -16.30 % | $1,734,078 | $1,731,307 | $-2,771 | -0.15 % | $540 | | | | | | News Article | History of Ing Series Fund Inc-Ing Index Plus Largecap Fund Ownership Of Pitney Bowes Inc |
| 2009-10-23 | 2009-08-31 | N-Q | Performance Funds Trust-Strategic Dividend | Specialty & Misc | 18,130 | No Change | 0 | 0 % | $469,023 | $453,069 | $-15,954 | -3.40 % | $0 | | | | | | News Article | History of Performance Funds Trust-Strategic Dividend Ownership Of Pitney Bowes Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | 62,848 | Sold Some | -76,722 | -54.97 % | $1,656,673 | $1,570,572 | $-86,102 | -5.19 % | $105,109 | | | | | | News Article | History of Blackrock Inc Ownership Of Pitney Bowes Inc |
| 2009-10-08 | 2009-07-31 | N-CSR | Domini Social Investment Trust-Domini Social Equity Fund | Specialty & Misc | 104,900 | New Holding | 104,900 | 100 % | $2,624,598 | $2,621,451 | $-3,147 | -0.11 % | $-3,147 | | | | | | News Article | History of Domini Social Investment Trust-Domini Social Equity Fund Ownership Of Pitney Bowes Inc |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds-Bull Profund | Large-Cap Core | 2,924 | Sold Some | -64 | -2.14 % | $72,340 | $73,071 | $731 | 1.01 % | $-16 | | | | | | News Article | History of Profunds-Bull Profund Ownership Of Pitney Bowes Inc |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds-Technology Ultrasector Profund | Science & Tech | 1,160 | Added More | 500 | 75.75 % | $28,698 | $28,988 | $290 | 1.01 % | $125 | | | | | | News Article | History of Profunds-Technology Ultrasector Profund Ownership Of Pitney Bowes Inc |
| 2009-10-07 | 2009-07-31 | N-CSRS | Unamerica Series Trust-Balanced Portfolio | Flexible Portfolio | | Sold All | -4,050 | -100 % | | | | 1.01 % | $-1,013 | | | | | | News Article | History of Unamerica Series Trust-Balanced Portfolio Ownership Of Pitney Bowes Inc |
| 2009-10-05 | 2009-07-31 | N-CSR | Henderson Global Funds-Henderson Global Equity Income Fund | Global Flex Port | 145,143 | No Change | 0 | 0 % | $3,524,072 | $3,627,124 | $103,052 | 2.92 % | $0 | | | | | | News Article | History of Henderson Global Funds-Henderson Global Equity Income Fund Ownership Of Pitney Bowes Inc |
| 2009-10-02 | 2009-07-31 | N-CSR | Fifth Third Funds-Fifth Third Institutional Money Market Fund | Specialty & Misc | | Sold All | -248,262 | -100 % | | | | 4.91 % | $-290,467 | | | | | | News Article | History of Fifth Third Funds-Fifth Third Institutional Money Market Fund Ownership Of Pitney Bowes Inc |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Growth Fund | Multi-Cap Growth | 500 | New Holding | 500 | 100 % | $11,910 | $12,495 | $585 | 4.91 % | $585 | | | | | | News Article | History of Usaa Mutual Funds Trust-Growth Fund Ownership Of Pitney Bowes Inc |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Income Fund | Equity Income | 27,300 | New Holding | 27,300 | 100 % | $650,286 | $682,227 | $31,941 | 4.91 % | $31,941 | | | | | | News Article | History of Usaa Mutual Funds Trust-Income Fund Ownership Of Pitney Bowes Inc |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Income Stock Fund | Equity Income | 110,400 | Added More | 44,400 | 67.27 % | $2,629,728 | $2,758,896 | $129,168 | 4.91 % | $51,948 | | | | | | News Article | History of Usaa Mutual Funds Trust-Income Stock Fund Ownership Of Pitney Bowes Inc |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Value Fund | Multi-Cap Value | 29,700 | Sold Some | -27,500 | -48.07 % | $707,454 | $742,203 | $34,749 | 4.91 % | $-32,175 | | | | | | News Article | History of Usaa Mutual Funds Trust-Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Beacon Funds-American Beacon Balanced Fund | Mixed-Asset Target Allocation Growth | 10,300 | No Change | 0 | 0 % | $258,736 | $257,397 | $-1,339 | -0.51 % | $0 | | | | | | News Article | History of American Beacon Funds-American Beacon Balanced Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Balanced Fund | Mixed-Asset Target Allocation Growth | | Sold All | -50,550 | -100 % | | | | -0.51 % | $6,572 | | | | | | News Article | History of American Century Mutual Funds Inc-Balanced Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Capital Value Fund | Large-Cap Value | 30,100 | Added More | 7,300 | 32.01 % | $756,112 | $752,199 | $-3,913 | -0.51 % | $-949 | | | | | | News Article | History of American Century Mutual Funds Inc-Capital Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Independence Funds Trust-Fusion Fund | No Data | | Sold All | -1,593 | -100 % | | | | -0.51 % | $207 | | | | | | News Article | History of American Independence Funds Trust-Fusion Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Claymore Trust-Rnc Genter Dividend Income Fund | No Data | 2,700 | No Change | 0 | 0 % | $67,824 | $67,473 | $-351 | -0.51 % | $0 | | | | | | News Article | History of Claymore Trust-Rnc Genter Dividend Income Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc-International Core Equity Portfolio | International Small-Mid-Cap Value | 46,576 | Added More | 32,476 | 230.32 % | $1,169,989 | $1,163,934 | $-6,055 | -0.51 % | $-4,222 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc-International Core Equity Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc-International Vector Equity Portfolio | No Data | 4,400 | No Change | 0 | 0 % | $110,528 | $109,956 | $-572 | -0.51 % | $0 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc-International Vector Equity Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc-Us Sustainability Core 1 Portfolio | No Data | 1,900 | New Holding | 1,900 | 100 % | $47,728 | $47,481 | $-247 | -0.51 % | $-247 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc-Us Sustainability Core 1 Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Trust Co-Global Large Company Serie | Large-Cap Core | 77,053 | New Holding | 77,053 | 100 % | $1,935,571 | $1,925,554 | $-10,017 | -0.51 % | $-10,017 | | | | | | News Article | History of Dfa Investment Trust Co-Global Large Company Serie Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Eclipse Funds Inc-Mainstay S And P 500 Index Fund | S&P 500 Index | 26,318 | New Holding | 26,318 | 100 % | $661,108 | $657,687 | $-3,421 | -0.51 % | $-3,421 | | | | | | News Article | History of Eclipse Funds Inc-Mainstay S And P 500 Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Exeter Fund Inc Ny-Dividend Focus Serie | No Data | 124 | Added More | 79 | 175.55 % | $3,115 | $3,099 | $-16 | -0.51 % | $-10 | | | | | | News Article | History of Exeter Fund Inc Ny-Dividend Focus Serie Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Commonwealth Trust-Spartan 500 Index Fund | S&P 500 Index | 297,259 | Added More | 9,903 | 3.44 % | $7,467,146 | $7,428,502 | $-38,644 | -0.51 % | $-1,287 | | | | | | News Article | History of Fidelity Commonwealth Trust-Spartan 500 Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | First American Investment Funds Inc-Equity Index Fund | S&P 500 Index | 16,420 | New Holding | 16,420 | 100 % | $412,470 | $410,336 | $-2,135 | -0.51 % | $-2,135 | | | | | | News Article | History of First American Investment Funds Inc-Equity Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Hsbc Advisor Funds Trust-Opportunity Fund | Specialty & Misc | | Sold All | -65,700 | -100 % | | | | -0.51 % | $8,541 | | | | | | News Article | History of Hsbc Advisor Funds Trust-Opportunity Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Hsbc Investor Funds-Hsbc Investor Oppurtunity Fund | Specialty & Misc | 65,700 | Sold Some | -65,700 | -50.00 % | $1,650,384 | $1,641,843 | $-8,541 | -0.51 % | $8,541 | | | | | | News Article | History of Hsbc Investor Funds-Hsbc Investor Oppurtunity Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Hsbc Investor Portfolios-Value Portfolio | Multi-Cap Value | 65,700 | No Change | 0 | 0 % | $1,650,384 | $1,641,843 | $-8,541 | -0.51 % | $0 | | | | | | News Article | History of Hsbc Investor Portfolios-Value Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Dow Jones Select Dividend Index Fund | Specialty & Misc | 1,435,615 | Sold Some | -80,193 | -5.29 % | $36,062,649 | $35,876,019 | $-186,630 | -0.51 % | $10,425 | | | | | | News Article | History of Ishares Trust-Ishares Dow Jones Select Dividend Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Kld 400 Social Index Fund | Specialty & Misc | 3,553 | Added More | 266 | 8.09 % | $89,251 | $88,789 | $-462 | -0.51 % | $-35 | | | | | | News Article | History of Ishares Trust-Ishares Kld 400 Social Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Kld Select Social Index Fund | Specialty & Misc | 15,171 | No Compare | | | $381,096 | $379,123 | $-1,972 | -0.51 % | | | | | | | News Article | History of Ishares Trust-Ishares Kld Select Social Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Morningstar Mid Value Index Fund | Mid-Cap Value | 25,411 | Added More | 293 | 1.16 % | $638,324 | $635,021 | $-3,303 | -0.51 % | $-38 | | | | | | News Article | History of Ishares Trust-Ishares Morningstar Mid Value Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-CSR | Janus Investment Fund-Intech Risk-Managed Value Fund | No Data | 600 | No Compare | | | $15,072 | $14,994 | $-78 | -0.51 % | | | | | | | News Article | History of Janus Investment Fund-Intech Risk-Managed Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Fund | Large-Cap Growth | | Sold All | -9,800 | -100 % | | | | -0.51 % | $1,274 | | | | | | News Article | History of Janus Investment Fund-Janus Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust-Jackson Perspective 5 Fund | Specialty & Misc | 7,161 | Sold Some | -4,514 | -38.66 % | $179,884 | $178,953 | $-931 | -0.51 % | $587 | | | | | | News Article | History of Jnl Investors Series Trust-Jackson Perspective 5 Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust-Jackson Perspective Index 5 Fund | Specialty & Misc | 229 | Sold Some | -141 | -38.10 % | $5,752 | $5,723 | $-30 | -0.51 % | $18 | | | | | | News Article | History of Jnl Investors Series Trust-Jackson Perspective Index 5 Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust-Jackson Perspective Optimized 5 Fund | Specialty & Misc | 2,663 | Sold Some | -990 | -27.10 % | $66,895 | $66,548 | $-346 | -0.51 % | $129 | | | | | | News Article | History of Jnl Investors Series Trust-Jackson Perspective Optimized 5 Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust-Jnl Money Market Fund | Specialty & Misc | 1,867 | New Holding | 1,867 | 100 % | $46,899 | $46,656 | $-243 | -0.51 % | $-243 | | | | | | News Article | History of Jnl Investors Series Trust-Jnl Money Market Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds-Mainstay Equity Index Fund | Specialty & Misc | 5,195 | Sold Some | -331 | -5.98 % | $130,498 | $129,823 | $-675 | -0.51 % | $43 | | | | | | News Article | History of Mainstay Funds-Mainstay Equity Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds-Mainstay Mid Cap Value Fund | Mid-Cap Value | 78,725 | Sold Some | -2,586 | -3.18 % | $1,977,572 | $1,967,338 | $-10,234 | -0.51 % | $336 | | | | | | News Article | History of Mainstay Funds-Mainstay Mid Cap Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-CSR | Putnam Investment Funds-Putnam Growth Opportunities Fund | Large-Cap Growth | | Sold All | -24,900 | -100 % | | | | -0.51 % | $3,237 | | | | | | News Article | History of Putnam Investment Funds-Putnam Growth Opportunities Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-CSR | Putnam Investment Funds-Putnam Research Fund | No Data | | Sold All | -6,000 | -100 % | | | | -0.51 % | $780 | | | | | | News Article | History of Putnam Investment Funds-Putnam Research Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-CSR | Putnam Investors Fund-Putnam Investors Fund | Large-Cap Core | | Sold All | -325,400 | -100 % | | | | -0.51 % | $42,302 | | | | | | News Article | History of Putnam Investors Fund-Putnam Investors Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-International Fund | International Multi-Cap Core | 65,703 | No Change | 0 | 0 % | $1,650,459 | $1,641,918 | $-8,541 | -0.51 % | $0 | | | | | | News Article | History of Russell Investment Co-International Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-Select Value Fund | Multi-Cap Value | 28,300 | Added More | 9,600 | 51.33 % | $710,896 | $707,217 | $-3,679 | -0.51 % | $-1,248 | | | | | | News Article | History of Russell Investment Co-Select Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Van Kampen Trust Ii-Global Tactical Asset Allocation Fund | No Data | | Sold All | -100 | -100 % | | | | -0.51 % | $13 | | | | | | News Article | History of Van Kampen Trust Ii-Global Tactical Asset Allocation Fund Ownership Of Pitney Bowes Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard International Equity Index Funds-Vanguard Total World Stock Index Fund | No Data | 3,700 | No Change | 0 | 0 % | $92,944 | $92,463 | $-481 | -0.51 % | $0 | | | | | | News Article | History of Vanguard International Equity Index Funds-Vanguard Total World Stock Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | American Mutual Fund Inc-American Mutual Fund Inc | Multi-Cap Value | 3,050,000 | No Change | 0 | 0 % | $77,134,500 | $76,219,500 | $-915,000 | -1.18 % | $0 | | | | | | News Article | History of American Mutual Fund Inc-American Mutual Fund Inc Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Chwab Capital Trust-Schwab Fundamental Us Large Company Index Fund | Large-Cap Core | 8,705 | Sold Some | -2,000 | -18.68 % | $220,149 | $217,538 | $-2,612 | -1.18 % | $600 | | | | | | News Article | History of Chwab Capital Trust-Schwab Fundamental Us Large Company Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Chwab Capital Trust-Schwab Technology Fund | Science & Tech | 196,591 | New Holding | 196,591 | 100 % | $4,971,786 | $4,912,809 | $-58,977 | -1.18 % | $-58,977 | | | | | | News Article | History of Chwab Capital Trust-Schwab Technology Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Federated Income Securities Trust-Federated Muni And Stock Advantage Fund | Specialty & Misc | | Sold All | -28,790 | -100 % | | | | -1.18 % | $8,637 | | | | | | News Article | History of Federated Income Securities Trust-Federated Muni And Stock Advantage Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Jpmorgan Trust I-Jpmorgan Intrepid International Fund | Global Flex Port | | Sold All | -38 | -100 % | | | | -1.18 % | $11 | | | | | | News Article | History of Jpmorgan Trust I-Jpmorgan Intrepid International Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds-Massmutual Premier Balanced Fund | Mixed-Asset Target Allocation Growth | 3,100 | Added More | 100 | 3.33 % | $78,399 | $77,469 | $-930 | -1.18 % | $-30 | | | | | | News Article | History of Massmutual Premier Funds-Massmutual Premier Balanced Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds-Massmutual Premier Enhanced Index Core Equity Fund | Large-Cap Core | 700 | Added More | 300 | 75.00 % | $17,703 | $17,493 | $-210 | -1.18 % | $-90 | | | | | | News Article | History of Massmutual Premier Funds-Massmutual Premier Enhanced Index Core Equity Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds-Massmutual Premier Enhanced Index Growth Fund | Large-Cap Core | | Sold All | -8,000 | -100 % | | | | -1.18 % | $2,400 | | | | | | News Article | History of Massmutual Premier Funds-Massmutual Premier Enhanced Index Growth Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds-Massmutual Premier Enhanced Index Value Fund | Multi-Cap Value | 12,700 | Added More | 4,200 | 49.41 % | $321,183 | $317,373 | $-3,810 | -1.18 % | $-1,260 | | | | | | News Article | History of Massmutual Premier Funds-Massmutual Premier Enhanced Index Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds-Massmutual Premier Main Street Fund | Small-Cap Core | | Sold All | -5,700 | -100 % | | | | -1.18 % | $1,710 | | | | | | News Article | History of Massmutual Premier Funds-Massmutual Premier Main Street Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust-Powershares Dividend Achievers Portfolio | Specialty & Misc | 10,580 | New Holding | 10,580 | 100 % | $267,568 | $264,394 | $-3,174 | -1.18 % | $-3,174 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust-Powershares Dividend Achievers Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust-Powershares Dynamic Technology Sector Portfolio | Science & Tech | | Sold All | -1,880 | -100 % | | | | -1.18 % | $564 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust-Powershares Dynamic Technology Sector Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Vanguard Whitehall Funds-Vanguard Selected Value Fund | Mid-Cap Value | 717,200 | No Change | 0 | 0 % | $18,137,988 | $17,922,828 | $-215,160 | -1.18 % | $0 | | | | | | News Article | History of Vanguard Whitehall Funds-Vanguard Selected Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Vanguard Windsor Funds-Vanguard Windsor Fund | Multi-Cap Value | | Sold All | -2,021,300 | -100 % | | | | -1.18 % | $606,390 | | | | | | News Article | History of Vanguard Windsor Funds-Vanguard Windsor Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Vanguard Windsor Funds-Vanguard Windsor Ii Fund | Large-Cap Value | 9,300 | Sold Some | -2,012,000 | -99.53 % | $235,197 | $232,407 | $-2,790 | -1.18 % | $603,600 | | | | | | News Article | History of Vanguard Windsor Funds-Vanguard Windsor Ii Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Victory Portfolios-Victory Stock Index Fund | S&P 500 Index | 778 | Sold Some | -27 | -3.35 % | $19,676 | $19,442 | $-233 | -1.18 % | $8 | | | | | | News Article | History of Victory Portfolios-Victory Stock Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Victory Portfolios-Victory Value Fund | Large-Cap Core | 54,000 | New Holding | 54,000 | 100 % | $1,365,660 | $1,349,460 | $-16,200 | -1.18 % | $-16,200 | | | | | | News Article | History of Victory Portfolios-Victory Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-28 | 2009-05-31 | N-CSRS/A | Trust For Professional Managers-Bristlecone Fund | No Data | 1,300 | New Holding | 1,300 | 100 % | $32,877 | $32,487 | $-390 | -1.18 % | $-390 | | | | | | News Article | History of Trust For Professional Managers-Bristlecone Fund Ownership Of Pitney Bowes Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Advantage Funds Inc-Global Alpha Fund | Global Flex Port | 527 | Sold Some | -244 | -31.64 % | $13,027 | $13,170 | $142 | 1.09 % | $-66 | | | | | | News Article | History of Advantage Funds Inc-Global Alpha Fund Ownership Of Pitney Bowes Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust-Direxion Daily Large Cap Bull 3x Shares | No Data | | Sold All | -18,239 | -100 % | | | | 1.09 % | $-4,925 | | | | | | News Article | History of Direxion Shares Etf Trust-Direxion Daily Large Cap Bull 3x Shares Ownership Of Pitney Bowes Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust-Direxion Daily Mid Cap Bull 3x Shares | No Data | | Sold All | -1,666 | -100 % | | | | 1.09 % | $-450 | | | | | | News Article | History of Direxion Shares Etf Trust-Direxion Daily Mid Cap Bull 3x Shares Ownership Of Pitney Bowes Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Mtb Group Of Funds-Mtb Balanced Fund | Mixed-Asset Target Allocation Growth | 3,000 | Added More | 600 | 25.00 % | $74,160 | $74,970 | $810 | 1.09 % | $162 | | | | | | News Article | History of Mtb Group Of Funds-Mtb Balanced Fund Ownership Of Pitney Bowes Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Mtb Group Of Funds-Mtb Large Cap Value Fund | Large-Cap Value | 179,100 | Sold Some | -4,600 | -2.50 % | $4,427,352 | $4,475,709 | $48,357 | 1.09 % | $-1,242 | | | | | | News Article | History of Mtb Group Of Funds-Mtb Large Cap Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-24 | 2009-07-31 | N-Q | Dreyfus Index Funds Inc-Dreyfus S And P 500 Index Fund | S&P 500 Index | 50,306 | No Change | 0 | 0 % | $1,254,129 | $1,257,147 | $3,018 | 0.24 % | $0 | | | | | | News Article | History of Dreyfus Index Funds Inc-Dreyfus S And P 500 Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-23 | 2009-07-31 | N-Q | Ing Mutual Funds-Ing Global Equity Dividend Fund | Global Multi-Cap Value | 58,958 | Added More | 16,375 | 38.45 % | $1,483,383 | $1,473,360 | $-10,023 | -0.67 % | $-2,784 | | | | | | News Article | History of Ing Mutual Funds-Ing Global Equity Dividend Fund Ownership Of Pitney Bowes Inc |
| 2009-09-23 | 2009-07-31 | N-Q | Teward Funds Inc-International Equity Fund | International Large-Cap Value | 57,870 | Sold Some | -60 | -0.10 % | $1,456,009 | $1,446,171 | $-9,838 | -0.67 % | $10 | | | | | | News Article | History of Teward Funds Inc-International Equity Fund Ownership Of Pitney Bowes Inc |
| 2009-09-22 | 2009-07-31 | N-Q | Dreyfuslaurel Funds Inc-Tax Managed Growth Fund | Large-Cap Core | 18,913 | New Holding | 18,913 | 100 % | $481,147 | $472,636 | $-8,511 | -1.76 % | $-8,511 | | | | | | News Article | History of Dreyfuslaurel Funds Inc-Tax Managed Growth Fund Ownership Of Pitney Bowes Inc |
| 2009-09-17 | 2009-07-31 | N-Q | Rydex Etf Trust-S And P Equal Weight Etf | Specialty & Misc | 125,262 | Added More | 117,896 | 1600.54 % | $3,107,750 | $3,130,297 | $22,547 | 0.72 % | $21,221 | | | | | | News Article | History of Rydex Etf Trust-S And P Equal Weight Etf Ownership Of Pitney Bowes Inc |
| 2009-09-15 | 2009-06-30 | N-CSRS/A | Wilshire Mutual Funds Inc-Wilshire Large Cap Core 13030 Fund | No Data | | Sold All | -2,150 | -100 % | | | | 5.48 % | $-2,795 | | | | | | News Article | History of Wilshire Mutual Funds Inc-Wilshire Large Cap Core 13030 Fund Ownership Of Pitney Bowes Inc |
| 2009-09-09 | 2009-06-30 | N-CSRS | First Investors Life Series Funds-Value Fund | Multi-Cap Value | 10,800 | No Change | 0 | 0 % | $241,596 | $269,892 | $28,296 | 11.71 % | $0 | | | | | | News Article | History of First Investors Life Series Funds-Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust-Azl S And P 500 Index Fund | S&P 500 Index | 9,366 | Added More | 2,086 | 28.65 % | $209,049 | $234,056 | $25,007 | 11.96 % | $5,570 | | | | | | News Article | History of Allianz Variable Insurance Products Trust-Azl S And P 500 Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Barclays Global Investors Funds-Bond Index Fund | Specialty & Misc | 42,240 | No Change | 0 | 0 % | $942,797 | $1,055,578 | $112,781 | 11.96 % | $0 | | | | | | News Article | History of Barclays Global Investors Funds-Bond Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Lazard Funds Inc-Lazard Equity Portfolio | Specialty & Misc | | Sold All | -149,000 | -100 % | | | | 11.96 % | $-397,830 | | | | | | News Article | History of Lazard Funds Inc-Lazard Equity Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Master Investment Portfolio-S And P 500 Index Master Portfolio | S&P 500 Index | 42,240 | No Change | 0 | 0 % | $942,797 | $1,055,578 | $112,781 | 11.96 % | $0 | | | | | | News Article | History of Master Investment Portfolio-S And P 500 Index Master Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSR | Morgan Stanley Equally Weighted S And P 500 Fund-None | Specialty & Misc | 75,483 | Added More | 10,179 | 15.58 % | $1,684,781 | $1,886,320 | $201,540 | 11.96 % | $27,178 | | | | | | News Article | History of Morgan Stanley Equally Weighted S And P 500 Fund-None Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Morgan Stanley Select Dimensions Investment Series-Dividend Growth Portfolio | Large-Cap Core | | Sold All | -52,148 | -100 % | | | | 11.96 % | $-139,235 | | | | | | News Article | History of Morgan Stanley Select Dimensions Investment Series-Dividend Growth Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Morgan Stanley Select Dimensions Investment Series-Utilities Portfolio | Utility | 8,450 | Added More | 2,409 | 39.87 % | $188,604 | $211,166 | $22,562 | 11.96 % | $6,432 | | | | | | News Article | History of Morgan Stanley Select Dimensions Investment Series-Utilities Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Morgan Stanley Variable Investment Series-Dividend Growth Portfolio | Multi-Cap Growth | | Sold All | -98,156 | -100 % | | | | 11.96 % | $-262,077 | | | | | | News Article | History of Morgan Stanley Variable Investment Series-Dividend Growth Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Morgan Stanley Variable Investment Series-Information Portfolio | Specialty & Misc | 101,067 | Added More | 98,156 | 3371.89 % | $2,255,815 | $2,525,664 | $269,849 | 11.96 % | $262,077 | | | | | | News Article | History of Morgan Stanley Variable Investment Series-Information Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Northern Lights Fund Trust-Free Enterprise Action Fund | No Data | | Sold All | -188 | -100 % | | | | 11.96 % | $-502 | | | | | | News Article | History of Northern Lights Fund Trust-Free Enterprise Action Fund Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSR | Nuveen Investment Trust-Nuveen Enhanced Mid-Cap Fund | No Data | 200 | No Change | 0 | 0 % | $4,464 | $4,998 | $534 | 11.96 % | $0 | | | | | | News Article | History of Nuveen Investment Trust-Nuveen Enhanced Mid-Cap Fund Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSR | Olstein Funds-Olstein All Cap Value Fund | Multi-Cap Value | 313,000 | Added More | 37,900 | 13.77 % | $6,986,160 | $7,821,870 | $835,710 | 11.96 % | $101,193 | | | | | | News Article | History of Olstein Funds-Olstein All Cap Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSR | Revenueshares Etf Trust-Revenueshares Large Cap Fund | Large-Cap Core | 1,404 | Added More | 264 | 23.15 % | $31,337 | $35,086 | $3,749 | 11.96 % | $705 | | | | | | News Article | History of Revenueshares Etf Trust-Revenueshares Large Cap Fund Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Series Funds-Banking Fund | Financial Services | 3,470 | Added More | 230 | 7.09 % | $77,450 | $86,715 | $9,265 | 11.96 % | $614 | | | | | | News Article | History of Rydex Series Funds-Banking Fund Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust-Biotechnology Fund | Health/Biotech | 280 | Added More | 30 | 12.00 % | $6,250 | $6,997 | $748 | 11.96 % | $80 | | | | | | News Article | History of Rydex Variable Trust-Biotechnology Fund Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust-Nova Fund | Specialty & Misc | 730 | Added More | 180 | 32.72 % | $16,294 | $18,243 | $1,949 | 11.96 % | $481 | | | | | | News Article | History of Rydex Variable Trust-Nova Fund Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Ummit Mutual Funds Inc-Balanced Index Portfolio | Flexible Portfolio | 231 | No Change | 0 | 0 % | $5,156 | $5,773 | $617 | 11.96 % | $0 | | | | | | News Article | History of Ummit Mutual Funds Inc-Balanced Index Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Ummit Mutual Funds Inc-Zenith Portfolio | Specialty & Misc | 5,365 | Sold Some | -233 | -4.16 % | $119,747 | $134,071 | $14,325 | 11.96 % | $-622 | | | | | | News Article | History of Ummit Mutual Funds Inc-Zenith Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Universal Institutional Funds Inc-Value Portfolio | Multi-Cap Value | | Sold All | -262,900 | -100 % | | | | 11.96 % | $-701,943 | | | | | | News Article | History of Universal Institutional Funds Inc-Value Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-500 Index Trust | S&P 500 Index | 127,052 | New Holding | 127,052 | 100 % | $2,793,873 | $3,175,029 | $381,156 | 13.64 % | $381,156 | | | | | | News Article | History of John Hancock Trust-500 Index Trust Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Global Trust | Global Flex Port | 80,000 | No Change | 0 | 0 % | $1,759,200 | $1,999,200 | $240,000 | 13.64 % | $0 | | | | | | News Article | History of John Hancock Trust-Global Trust Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Value Trust | Multi-Cap Value | | Sold All | -204,070 | -100 % | | | | 13.64 % | $-612,210 | | | | | | News Article | History of John Hancock Trust-Value Trust Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | American Funds Insurance Series-Growth Fund | Multi-Cap Growth | 1,852,200 | No Change | 0 | 0 % | $40,729,878 | $46,286,478 | $5,556,600 | 13.64 % | $0 | | | | | | News Article | History of American Funds Insurance Series-Growth Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust-Multimanager Small Cap Growth Portfolio | Small-Cap Growth | | Sold All | -4,300 | -100 % | | | | 13.64 % | $-12,900 | | | | | | News Article | History of Axa Premier Vip Trust-Multimanager Small Cap Growth Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust-Multimanager Small Cap Value Portfolio | Small-Cap Value | 29,900 | Added More | 26,300 | 730.55 % | $657,501 | $747,201 | $89,700 | 13.64 % | $78,900 | | | | | | News Article | History of Axa Premier Vip Trust-Multimanager Small Cap Value Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Blackrock Series Fund Inc-Blackrock Global Allocation Portfolio | Global Flex Port | 500 | New Holding | 500 | 100 % | $10,995 | $12,495 | $1,500 | 13.64 % | $1,500 | | | | | | News Article | History of Blackrock Series Fund Inc-Blackrock Global Allocation Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Blackrock Variable Series Funds Inc-Blackrock Global Growth Vi Fund | Multi-Cap Growth | 6,800 | New Holding | 6,800 | 100 % | $149,532 | $169,932 | $20,400 | 13.64 % | $20,400 | | | | | | News Article | History of Blackrock Variable Series Funds Inc-Blackrock Global Growth Vi Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Bridgeway Funds Inc-Aggressive Investors 1 Fund | Multi-Cap Growth | 29,396 | New Holding | 29,396 | 100 % | $646,418 | $734,606 | $88,188 | 13.64 % | $88,188 | | | | | | News Article | History of Bridgeway Funds Inc-Aggressive Investors 1 Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Bridgeway Funds Inc-Aggressive Investors 2 Fund | Mid-Cap Core | 65,600 | New Holding | 65,600 | 100 % | $1,442,544 | $1,639,344 | $196,800 | 13.64 % | $196,800 | | | | | | News Article | History of Bridgeway Funds Inc-Aggressive Investors 2 Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Bridgeway Funds Inc-Balanced Fund | Mixed-Asset Target Allocation Moderate | | Sold All | -20,000 | -100 % | | | | 13.64 % | $-60,000 | | | | | | News Article | History of Bridgeway Funds Inc-Balanced Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Chestnut Street Exchange Fund-Chestnut Street Exchange Fund | Large-Cap Core | 39,154 | No Change | 0 | 0 % | $860,996 | $978,458 | $117,462 | 13.64 % | $0 | | | | | | News Article | History of Chestnut Street Exchange Fund-Chestnut Street Exchange Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqalliancebernstein Value Portfolio | Multi-Cap Value | 275,033 | Added More | 174,648 | 173.97 % | $6,047,976 | $6,873,075 | $825,099 | 13.64 % | $523,944 | | | | | | News Article | History of Eq Advisors Trust-Eqalliancebernstein Value Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqbond Index Portfolio | Specialty & Misc | 94,420 | Sold Some | -2,380 | -2.45 % | $2,076,296 | $2,359,556 | $283,260 | 13.64 % | $-7,140 | | | | | | News Article | History of Eq Advisors Trust-Eqbond Index Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqcalvert Socially Responsible Portfolio | Specialty & Misc | 24,000 | No Change | 0 | 0 % | $527,760 | $599,760 | $72,000 | 13.64 % | $0 | | | | | | News Article | History of Eq Advisors Trust-Eqcalvert Socially Responsible Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqequity 500 Index Portfolio | S&P 500 Index | 59,400 | Added More | 900 | 1.53 % | $1,306,206 | $1,484,406 | $178,200 | 13.64 % | $2,700 | | | | | | News Article | History of Eq Advisors Trust-Eqequity 500 Index Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqinternational Growth Portfolio | Multi-Cap Growth | 68,350 | Sold Some | -110,206 | -61.72 % | $1,503,017 | $1,708,067 | $205,050 | 13.64 % | $-330,618 | | | | | | News Article | History of Eq Advisors Trust-Eqinternational Growth Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqmutual Shares Portfolio | Specialty & Misc | 7,500 | New Holding | 7,500 | 100 % | $164,925 | $187,425 | $22,500 | 13.64 % | $22,500 | | | | | | News Article | History of Eq Advisors Trust-Eqmutual Shares Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqtcw Equity Portfolio | Specialty & Misc | 17,489 | New Holding | 17,489 | 100 % | $384,583 | $437,050 | $52,467 | 13.64 % | $52,467 | | | | | | News Article | History of Eq Advisors Trust-Eqtcw Equity Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Guidestone Funds-Capital Opportunitie | Multi-Cap Core | | Sold All | -9,700 | -100 % | | | | 13.64 % | $-29,100 | | | | | | News Article | History of Guidestone Funds-Capital Opportunitie Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Homestead Funds Inc-Stock Index Fund | Specialty & Misc | | Sold All | -42,240 | -100 % | | | | 13.64 % | $-126,720 | | | | | | News Article | History of Homestead Funds Inc-Stock Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Homestead Funds Inc-Value Fund | Multi-Cap Value | 42,240 | No Change | 0 | 0 % | $928,858 | $1,055,578 | $126,720 | 13.64 % | $0 | | | | | | News Article | History of Homestead Funds Inc-Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust I-Jpmorgan Intrepid International Fund | Global Flex Port | 38 | New Holding | 38 | 100 % | $836 | $950 | $114 | 13.64 % | $114 | | | | | | News Article | History of Jpmorgan Trust I-Jpmorgan Intrepid International Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust I-Jpmorgan Prime Money Market Fund | Specialty & Misc | | Sold All | -14 | -100 % | | | | 13.64 % | $-42 | | | | | | News Article | History of Jpmorgan Trust I-Jpmorgan Prime Money Market Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust Ii-Jpmorgan Intrepid Mid Cap Fund | Mid-Cap Core | 38 | New Holding | 38 | 100 % | $836 | $950 | $114 | 13.64 % | $114 | | | | | | News Article | History of Jpmorgan Trust Ii-Jpmorgan Intrepid Mid Cap Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Massmutual Select Funds-Massmutual Select Indexed Equity Fund | S&P 500 Index | 35,955 | Sold Some | -300 | -0.82 % | $790,650 | $898,515 | $107,865 | 13.64 % | $-900 | | | | | | News Article | History of Massmutual Select Funds-Massmutual Select Indexed Equity Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Mma Praxis Mutual Funds-Mma Praxis Growth Index Fund | Large-Cap Growth | | Sold All | -1,296 | -100 % | | | | 13.64 % | $-3,888 | | | | | | News Article | History of Mma Praxis Mutual Funds-Mma Praxis Growth Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds-Bull Profund | Large-Cap Core | 2,988 | Sold Some | -348 | -10.43 % | $65,706 | $74,670 | $8,964 | 13.64 % | $-1,044 | | | | | | News Article | History of Profunds-Bull Profund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds-Profund Vp Bull | Specialty & Misc | 3,990 | New Holding | 3,990 | 100 % | $87,740 | $99,710 | $11,970 | 13.64 % | $11,970 | | | | | | News Article | History of Profunds-Profund Vp Bull Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds-Profund Vp Technology | Science & Tech | 3,912 | Added More | 2,620 | 202.78 % | $86,025 | $97,761 | $11,736 | 13.64 % | $7,860 | | | | | | News Article | History of Profunds-Profund Vp Technology Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds-Profund Vp Ultrabull | Specialty & Misc | 836 | Added More | 532 | 175.00 % | $18,384 | $20,892 | $2,508 | 13.64 % | $1,596 | | | | | | News Article | History of Profunds-Profund Vp Ultrabull Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds-Vanguard Institutional Index Fund | Specialty & Misc | 1,595,876 | Added More | 42,291 | 2.72 % | $35,093,313 | $39,880,941 | $4,787,628 | 13.64 % | $126,873 | | | | | | News Article | History of Vanguard Institutional Index Funds-Vanguard Institutional Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Variable Insurance Funds-Balanced Portfolio | Flexible Portfolio | 74,640 | Added More | 2,380 | 3.29 % | $1,641,334 | $1,865,254 | $223,920 | 13.64 % | $7,140 | | | | | | News Article | History of Vanguard Variable Insurance Funds-Balanced Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Variable Insurance Funds-Equity Income Portfolio | Equity Income | 34,800 | No Change | 0 | 0 % | $765,252 | $869,652 | $104,400 | 13.64 % | $0 | | | | | | News Article | History of Vanguard Variable Insurance Funds-Equity Income Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Variable Insurance Funds-Equity Index Portfolio | Specialty & Misc | 40,738 | Added More | 100 | 0.24 % | $895,829 | $1,018,043 | $122,214 | 13.64 % | $300 | | | | | | News Article | History of Vanguard Variable Insurance Funds-Equity Index Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-10 | N-CSRS | Jpmorgan Insurance Trust-Jpmorgan Insurance Trust Equity Index Portfolio | Specialty & Misc | 1,902 | Sold Some | -20 | -1.04 % | $41,825 | $47,531 | $5,706 | 13.64 % | $-60 | | | | | | News Article | History of Jpmorgan Insurance Trust-Jpmorgan Insurance Trust Equity Index Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-04 | 2009-06-10 | N-CSRS | Jpmorgan Insurance Trust-Jpmorgan Insurance Trust Intrepid Mid Cap Portfolio | Mid-Cap Core | 4,000 | New Holding | 4,000 | 100 % | $87,960 | $99,960 | $12,000 | 13.64 % | $12,000 | | | | | | News Article | History of Jpmorgan Insurance Trust-Jpmorgan Insurance Trust Intrepid Mid Cap Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Advantus Series Fund Inc-Index 500 Portfolio | No Data | 9,125 | No Change | 0 | 0 % | $197,921 | $228,034 | $30,113 | 15.21 % | $0 | | | | | | News Article | History of Advantus Series Fund Inc-Index 500 Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSR | American Century Quantitative Equity Funds Inc-Utilities Fund | Utility | | Sold All | -23,354 | -100 % | | | | 15.21 % | $-77,068 | | | | | | News Article | History of American Century Quantitative Equity Funds Inc-Utilities Fund Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Gcg Trust-Ing Focus 5 Portfolio | No Data | 46,900 | No Change | 0 | 0 % | $1,017,261 | $1,172,031 | $154,770 | 15.21 % | $0 | | | | | | News Article | History of Gcg Trust-Ing Focus 5 Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Huntington Funds-Huntington Money Market Fund | Specialty & Misc | 16,300 | New Holding | 16,300 | 100 % | $353,547 | $407,337 | $53,790 | 15.21 % | $53,790 | | | | | | News Article | History of Huntington Funds-Huntington Money Market Fund Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Investors Trust-Ing Oppenheimer Main Street Portfolio | Specialty & Misc | 8,400 | No Change | 0 | 0 % | $182,196 | $209,916 | $27,720 | 15.21 % | $0 | | | | | | News Article | History of Ing Investors Trust-Ing Oppenheimer Main Street Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Investors Trust-Ing Stock Index Portfolio | Specialty & Misc | 16,854 | Added More | 7,200 | 74.58 % | $365,563 | $421,181 | $55,618 | 15.21 % | $23,760 | | | | | | News Article | History of Ing Investors Trust-Ing Stock Index Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Investors Trust-Ing Templeton Global Growth Portfolio | Multi-Cap Growth | 70,000 | No Change | 0 | 0 % | $1,518,300 | $1,749,300 | $231,000 | 15.21 % | $0 | | | | | | News Article | History of Ing Investors Trust-Ing Templeton Global Growth Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Partners Inc-Ing American Century Large Company Value Portfolio | Large-Cap Value | 15,800 | Added More | 13,907 | 734.65 % | $342,702 | $394,842 | $52,140 | 15.21 % | $45,893 | | | | | | News Article | History of Ing Partners Inc-Ing American Century Large Company Value Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Partners Inc-Ing American Century Select Portfolio | Specialty & Misc | 3,000 | Added More | 1,300 | 76.47 % | $65,070 | $74,970 | $9,900 | 15.21 % | $4,290 | | | | | | News Article | History of Ing Partners Inc-Ing American Century Select Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Variable Portfolios Inc-Ing International Index Portfolio | No Data | 29,650 | New Holding | 29,650 | 100 % | $643,109 | $740,954 | $97,845 | 15.21 % | $97,845 | | | | | | News Article | History of Ing Variable Portfolios Inc-Ing International Index Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Variable Portfolios Inc-Ing Vp Index Plus Largecap Portfolio | Large-Cap Core | 193,200 | No Change | 0 | 0 % | $4,190,508 | $4,828,068 | $637,560 | 15.21 % | $0 | | | | | | News Article | History of Ing Variable Portfolios Inc-Ing Vp Index Plus Largecap Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Vp Balanced Portfolio Inc-Ing Vp Balanced Portfolio | Flexible Portfolio | 64,400 | Sold Some | -2,900 | -4.30 % | $1,396,836 | $1,609,356 | $212,520 | 15.21 % | $-9,570 | | | | | | News Article | History of Ing Vp Balanced Portfolio Inc-Ing Vp Balanced Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Jnl Variable Fund Llc-Jnlmcm 25 Fund | Specialty & Misc | 446 | New Holding | 446 | 100 % | $9,674 | $11,146 | $1,472 | 15.21 % | $1,472 | | | | | | News Article | History of Jnl Variable Fund Llc-Jnlmcm 25 Fund Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Jnl Variable Fund Llc-Jnlmcm Jnl 5 Fund | Specialty & Misc | 2,019 | Added More | 1,005 | 99.11 % | $43,792 | $50,455 | $6,663 | 15.21 % | $3,317 | | | | | | News Article | History of Jnl Variable Fund Llc-Jnlmcm Jnl 5 Fund Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Jnl Variable Fund Llc-Jnlmcm Technology Sector Fund | Science & Tech | 40 | Added More | 28 | 233.33 % | $868 | $1,000 | $132 | 15.21 % | $92 | | | | | | News Article | History of Jnl Variable Fund Llc-Jnlmcm Technology Sector Fund Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mainstay Vp Series Fund Inc-Vp Mid Cap Value Portfolio | Mid-Cap Value | | Sold All | -144,100 | -100 % | | | | 15.21 % | $-475,530 | | | | | | News Article | History of Mainstay Vp Series Fund Inc-Vp Mid Cap Value Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mainstay Vp Series Fund Inc-Vp Value Portfolio | Multi-Cap Value | | Sold All | -19,709 | -100 % | | | | 15.21 % | $-65,040 | | | | | | News Article | History of Mainstay Vp Series Fund Inc-Vp Value Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund Ii-Mml Blend Fund | Specialty & Misc | 8,700 | Sold Some | -10,500 | -54.68 % | $188,703 | $217,413 | $28,710 | 15.21 % | $-34,650 | | | | | | News Article | History of Mml Series Investment Fund Ii-Mml Blend Fund Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund Ii-Mml Enhanced Index Core Equity Fund | Multi-Cap Core | 600 | Added More | 300 | 100.00 % | $13,014 | $14,994 | $1,980 | 15.21 % | $990 | | | | | | News Article | History of Mml Series Investment Fund Ii-Mml Enhanced Index Core Equity Fund Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund-Mml Equity Index | Specialty & Misc | 6,202 | No Change | 0 | 0 % | $134,521 | $154,988 | $20,467 | 15.21 % | $0 | | | | | | News Article | History of Mml Series Investment Fund-Mml Equity Index Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund-Mml Mid Cap Value Fund | Mid-Cap Value | 150,600 | Added More | 131,099 | 672.26 % | $3,266,514 | $3,763,494 | $496,980 | 15.21 % | $432,627 | | | | | | News Article | History of Mml Series Investment Fund-Mml Mid Cap Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Northwestern Mutual Series Fund Inc-Balanced Portfolio | Flexible Portfolio | | Sold All | -10,137 | -100 % | | | | 15.21 % | $-33,452 | | | | | | News Article | History of Northwestern Mutual Series Fund Inc-Balanced Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ohio National Fund Inc-Balanced Portfolio | Flexible Portfolio | | Sold All | -3,000 | -100 % | | | | 15.21 % | $-9,900 | | | | | | News Article | History of Ohio National Fund Inc-Balanced Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund-Equity Index Portfolio | No Data | 80,700 | Added More | 38,100 | 89.43 % | $1,750,383 | $2,016,693 | $266,310 | 15.21 % | $125,730 | | | | | | News Article | History of Pacific Select Fund-Equity Index Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund-Equity Portfolio | No Data | | Sold All | -2,181,900 | -100 % | | | | 15.21 % | $-7,200,270 | | | | | | News Article | History of Pacific Select Fund-Equity Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund-Pacific Select Fund | Pacific Region | 35,400 | Sold Some | -15,000 | -29.76 % | $767,826 | $884,646 | $116,820 | 15.21 % | $-49,500 | | | | | | News Article | History of Pacific Select Fund-Pacific Select Fund Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund-Pd Large-Cap Value Index Portfolio | No Data | 615 | No Compare | | | $13,339 | $15,369 | $2,030 | 15.21 % | | | | | | | News Article | History of Pacific Select Fund-Pd Large-Cap Value Index Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-03 | 2009-06-30 | N-CSR | Treettracks Series Trust-Spdr Dividend Etf | Specialty & Misc | 892,817 | Added More | 371,365 | 71.21 % | $19,365,201 | $22,311,497 | $2,946,296 | 15.21 % | $1,225,505 | | | | | | News Article | History of Treettracks Series Trust-Spdr Dividend Etf Ownership Of Pitney Bowes Inc |
| 2009-09-02 | 2009-06-30 | N-CSRS | Chwab Capital Trust-Schwab Technology Fund | Science & Tech | | Sold All | -188,991 | -100 % | | | | 16.23 % | $-659,579 | | | | | | News Article | History of Chwab Capital Trust-Schwab Technology Fund Ownership Of Pitney Bowes Inc |
| 2009-09-02 | 2009-06-30 | N-CSRS | Dws Equity 500 Index Portfolio-Dws Equity 500 Index Portfolio | S&P 500 Index | 52,685 | Sold Some | -2,000 | -3.65 % | $1,132,728 | $1,316,598 | $183,871 | 16.23 % | $-6,980 | | | | | | News Article | History of Dws Equity 500 Index Portfolio-Dws Equity 500 Index Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-02 | 2009-06-30 | N-CSRS | Dws Institutional Funds-Dws Equity 500 Index Fund | S&P 500 Index | 52,685 | Sold Some | -2,000 | -3.65 % | $1,132,728 | $1,316,598 | $183,871 | 16.23 % | $-6,980 | | | | | | News Article | History of Dws Institutional Funds-Dws Equity 500 Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-02 | 2009-06-30 | N-CSRS | Legg Mason Partners Equity Trust-Legg Mason Partners Appreciation Fund | Specialty & Misc | 599,450 | New Holding | 599,450 | 100 % | $12,888,175 | $14,980,256 | $2,092,081 | 16.23 % | $2,092,081 | | | | | | News Article | History of Legg Mason Partners Equity Trust-Legg Mason Partners Appreciation Fund Ownership Of Pitney Bowes Inc |
| 2009-09-02 | 2009-06-30 | N-CSRS | Legg Mason Partners Equity Trust-Legg Mason Partners S And P 500 Index Fund | S&P 500 Index | 6,255 | New Holding | 6,255 | 100 % | $134,483 | $156,312 | $21,830 | 16.23 % | $21,830 | | | | | | News Article | History of Legg Mason Partners Equity Trust-Legg Mason Partners S And P 500 Index Fund Ownership Of Pitney Bowes Inc |
| 2009-09-02 | 2009-06-30 | N-CSRS | Met Investors Series Trust-Blackrock Large Cap Core Portfolio | Large-Cap Core | 98,000 | No Change | 0 | 0 % | $2,107,000 | $2,449,020 | $342,020 | 16.23 % | $0 | | | | | | News Article | History of Met Investors Series Trust-Blackrock Large Cap Core Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-02 | 2009-06-30 | N-CSRS | Met Investors Series Trust-Lazard Mid Cap Portfolio | Mid-Cap Core | | Sold All | -576,000 | -100 % | | | | 16.23 % | $-2,010,240 | | | | | | News Article | History of Met Investors Series Trust-Lazard Mid Cap Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Cdc Nvest Funds Trust Ii-Vaughan Nelson Value Opportunity Fund | No Data | 400 | Added More | 25 | 6.66 % | $8,692 | $9,996 | $1,304 | 15.00 % | $82 | | | | | | News Article | History of Cdc Nvest Funds Trust Ii-Vaughan Nelson Value Opportunity Fund Ownership Of Pitney Bowes Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Ixis Advisor Funds Trust I-Ixis Income Diversified Portfolio | Flexible Portfolio | 3,709 | Sold Some | -1,102 | -22.90 % | $80,597 | $92,688 | $12,091 | 15.00 % | $-3,593 | | | | | | News Article | History of Ixis Advisor Funds Trust I-Ixis Income Diversified Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Ixis Advisor Funds Trust I-Ixis Value Fund | Multi-Cap Value | 400 | Added More | 50 | 14.28 % | $8,692 | $9,996 | $1,304 | 15.00 % | $163 | | | | | | News Article | History of Ixis Advisor Funds Trust I-Ixis Value Fund Ownership Of Pitney Bowes Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Lazard Retirement Series Inc-Lazard Retirement Us Strategic Equity Portfolio | No Data | | Sold All | -1,480 | -100 % | | | | 15.00 % | $-4,825 | | | | | | News Article | History of Lazard Retirement Series Inc-Lazard Retirement Us Strategic Equity Portfolio Ownership Of Pitney Bowes Inc |
| 2009-09-01 | 2009-06-30 | N-CSR | Munder Series Trust-Munder Index 500 Fund | S&P 500 Index | | Sold All | -7,548 | -100 % | | | | 15.00 % | $-24,606 | | | | | | News Article | History of Munder Series Trust-Munder Index 500 Fund Ownership Of Pitney Bowes Inc |
| 2009-09-01 | 2009-06-30 | N-Q/A | Rydex Series Funds-Nova Fund | Large-Cap Core | 1,240 | Sold Some | -50 | -3.87 % | $26,945 | $30,988 | $4,042 | 15.00 % | $-163 | | | | | | News Article | History of Rydex Series Funds-Nova Fund Ownership Of Pitney Bowes Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Tiaa Separate Account Va 1-Stock Index Account | Specialty & Misc | 11,719 | No Change | 0 | 0 % | $254,654 | $292,858 | $38,204 | 15.00 % | $0 | | | | | | News Article | History of Tiaa Separate Account Va 1-Stock Index Account Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-CSRS | Aegontransamerica Series Trust-Transamerica Balanced | Flexible Portfolio | 64,800 | New Holding | 64,800 | 100 % | $1,448,280 | $1,619,352 | $171,072 | 11.81 % | $171,072 | | | | | | News Article | History of Aegontransamerica Series Trust-Transamerica Balanced Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-CSRS | Bb And T Funds-Equity Index Fund | S&P 500 Index | 42,240 | No Change | 0 | 0 % | $944,064 | $1,055,578 | $111,514 | 11.81 % | $0 | | | | | | News Article | History of Bb And T Funds-Equity Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Buffalo Funds-Buffalo Balanced Fund | No Data | 100,000 | Sold Some | -13,000 | -11.50 % | $2,235,000 | $2,499,000 | $264,000 | 11.81 % | $-34,320 | | | | | | News Article | History of Buffalo Funds-Buffalo Balanced Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-CSRS | Columbia Funds Variable Insurance Trust I-Columbia Marsico Growth Fund Variable Serie | Multi-Cap Growth | | Sold All | -4,229 | -100 % | | | | 11.81 % | $-11,165 | | | | | | News Article | History of Columbia Funds Variable Insurance Trust I-Columbia Marsico Growth Fund Variable Serie Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Dryden Index Series Fund-Dryden Stock Index Fund | Specialty & Misc | 19,025 | New Holding | 19,025 | 100 % | $425,209 | $475,435 | $50,226 | 11.81 % | $50,226 | | | | | | News Article | History of Dryden Index Series Fund-Dryden Stock Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Ei Institutional Managed Trust-Large Cap Diversified Alpha Fund | Large-Cap Core | 4,500 | New Holding | 4,500 | 100 % | $100,575 | $112,455 | $11,880 | 11.81 % | $11,880 | | | | | | News Article | History of Ei Institutional Managed Trust-Large Cap Diversified Alpha Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Ei Institutional Managed Trust-Large Cap Growth Fund | Large-Cap Growth | | Sold All | -4,400 | -100 % | | | | 11.81 % | $-11,616 | | | | | | News Article | History of Ei Institutional Managed Trust-Large Cap Growth Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Ei Institutional Managed Trust-Large Cap Value Fund | Large-Cap Value | 8,300 | New Holding | 8,300 | 100 % | $185,505 | $207,417 | $21,912 | 11.81 % | $21,912 | | | | | | News Article | History of Ei Institutional Managed Trust-Large Cap Value Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-Q/A | Elect Sector Spdr Trust-Industrial Select Sector Spdr Fund | Specialty & Misc | 340,870 | Added More | 41,789 | 13.97 % | $7,618,445 | $8,518,341 | $899,897 | 11.81 % | $110,323 | | | | | | News Article | History of Elect Sector Spdr Trust-Industrial Select Sector Spdr Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Northern Lights Fund Trust-Biondo Fund | Health/Biotech | | Sold All | -2,850 | -100 % | | | | 11.81 % | $-7,524 | | | | | | News Article | History of Northern Lights Fund Trust-Biondo Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-CSRS | Tiaa Cref Life Fund-Stock Index Fund | Specialty & Misc | 2,492 | Added More | 60 | 2.46 % | $55,696 | $62,275 | $6,579 | 11.81 % | $158 | | | | | | News Article | History of Tiaa Cref Life Fund-Stock Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-CSRS | Usaa Mutual Funds Trust-Value Fund | Multi-Cap Value | 57,200 | Added More | 27,500 | 92.59 % | $1,278,420 | $1,429,428 | $151,008 | 11.81 % | $72,600 | | | | | | News Article | History of Usaa Mutual Funds Trust-Value Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust-Wisdomtree Diefa Fund | Specialty & Misc | 13,021 | Sold Some | -325 | -2.43 % | $291,019 | $325,395 | $34,375 | 11.81 % | $-858 | | | | | | News Article | History of Wisdomtree Trust-Wisdomtree Diefa Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust-Wisdomtree Largecap Dividend Fund | Large-Cap Core | 18,427 | Added More | 630 | 3.53 % | $411,843 | $460,491 | $48,647 | 11.81 % | $1,663 | | | | | | News Article | History of Wisdomtree Trust-Wisdomtree Largecap Dividend Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust-Wisdomtree Total Dividend Fund | Specialty & Misc | 71,737 | Added More | 67,157 | 1466.31 % | $1,603,322 | $1,792,708 | $189,386 | 11.81 % | $177,294 | | | | | | News Article | History of Wisdomtree Trust-Wisdomtree Total Dividend Fund Ownership Of Pitney Bowes Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust-Wisdomtree Total Earnings Fund | Specialty & Misc | 270 | Added More | 21 | 8.43 % | $6,035 | $6,747 | $713 | 11.81 % | $55 | | | | | | News Article | History of Wisdomtree Trust-Wisdomtree Total Earnings Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-CSR | Allianz Funds-Ccm Capital Appreciation | Multi-Cap Growth | | Sold All | -405,950 | -100 % | | | | 11.16 % | $-1,018,935 | | | | | | News Article | History of Allianz Funds-Ccm Capital Appreciation Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | American Century Capital Portfolios Inc-Equity Income Fund | Equity Income | 838,800 | Added More | 353,700 | 72.91 % | $18,856,224 | $20,961,612 | $2,105,388 | 11.16 % | $887,787 | | | | | | News Article | History of American Century Capital Portfolios Inc-Equity Income Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | American Century Capital Portfolios Inc-Large Company Value Fund | Large-Cap Value | 241,300 | Added More | 87,200 | 56.58 % | $5,424,424 | $6,030,087 | $605,663 | 11.16 % | $218,872 | | | | | | News Article | History of American Century Capital Portfolios Inc-Large Company Value Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | American Century Capital Portfolios Inc-Mid Cap Value Fund | Multi-Cap Value | 194,400 | Added More | 103,278 | 113.34 % | $4,370,112 | $4,858,056 | $487,944 | 11.16 % | $259,228 | | | | | | News Article | History of American Century Capital Portfolios Inc-Mid Cap Value Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | American Century Capital Portfolios Inc-Value Fund | Multi-Cap Value | 280,060 | Sold Some | -52,010 | -15.66 % | $6,295,749 | $6,998,699 | $702,951 | 11.16 % | $-130,545 | | | | | | News Article | History of American Century Capital Portfolios Inc-Value Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Calvert Impact Fund Inc-Mid Cap Value Fund | Mid-Cap Core | 33,429 | No Change | 0 | 0 % | $751,484 | $835,391 | $83,907 | 11.16 % | $0 | | | | | | News Article | History of Calvert Impact Fund Inc-Mid Cap Value Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Calvert Social Index Series Inc-Calvert Social Index Fund | Multi-Cap Core | 3,416 | Added More | 56 | 1.66 % | $76,792 | $85,366 | $8,574 | 11.16 % | $141 | | | | | | News Article | History of Calvert Social Index Series Inc-Calvert Social Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Cni Charter Funds-Aha Balanced Fund | Multi-Cap Core | 2,100 | Sold Some | -9 | -0.42 % | $47,208 | $52,479 | $5,271 | 11.16 % | $-23 | | | | | | News Article | History of Cni Charter Funds-Aha Balanced Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-CSRS | Columbia Funds Variable Insurance Trust-Columbia Asset Allocation Fund Variable Serie | Specialty & Misc | | Sold All | -644 | -100 % | | | | 11.16 % | $-1,616 | | | | | | News Article | History of Columbia Funds Variable Insurance Trust-Columbia Asset Allocation Fund Variable Serie Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-CSRS | Columbia Funds Variable Insurance Trust-Columbia International Fund Variable Serie | Global Flex Port | 555 | Sold Some | -35 | -5.93 % | $12,476 | $13,869 | $1,393 | 11.16 % | $-88 | | | | | | News Article | History of Columbia Funds Variable Insurance Trust-Columbia International Fund Variable Serie Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Easons Series Trust-Large Cap Composite Portfolio | Large-Cap Core | 181 | New Holding | 181 | 100 % | $4,069 | $4,523 | $454 | 11.16 % | $454 | | | | | | News Article | History of Easons Series Trust-Large Cap Composite Portfolio Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Easons Series Trust-Large Cap Growth Portfolio | Large-Cap Growth | 2,249 | New Holding | 2,249 | 100 % | $50,558 | $56,203 | $5,645 | 11.16 % | $5,645 | | | | | | News Article | History of Easons Series Trust-Large Cap Growth Portfolio Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Easons Series Trust-Large Cap Value Portfolio | Large-Cap Value | 1,545 | New Holding | 1,545 | 100 % | $34,732 | $38,610 | $3,878 | 11.16 % | $3,878 | | | | | | News Article | History of Easons Series Trust-Large Cap Value Portfolio Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Easons Series Trust-Mid Cap Value Portfolio | Mid-Cap Value | 6,148 | New Holding | 6,148 | 100 % | $138,207 | $153,639 | $15,431 | 11.16 % | $15,431 | | | | | | News Article | History of Easons Series Trust-Mid Cap Value Portfolio Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Easons Series Trust-Stock Portfolio | Multi-Cap Core | 6,932 | New Holding | 6,932 | 100 % | $155,831 | $173,231 | $17,399 | 11.16 % | $17,399 | | | | | | News Article | History of Easons Series Trust-Stock Portfolio Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-CSRS | Eaton Vance Series Trust-Eaton Vance Tax Managed Growth Fund 1 0 | Multi-Cap Growth | 27,887 | Sold Some | -11,300 | -28.83 % | $626,900 | $696,896 | $69,996 | 11.16 % | $-28,363 | | | | | | News Article | History of Eaton Vance Series Trust-Eaton Vance Tax Managed Growth Fund 1 0 Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Evergreen Equity Trust De-Evergreen Growth Fund | Multi-Cap Growth | | Sold All | -19,047 | -100 % | | | | 11.16 % | $-47,808 | | | | | | News Article | History of Evergreen Equity Trust De-Evergreen Growth Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-CSRS | Finance Co Of Pennsylvania-Finance Co Of Pennsylvania | Specialty & Misc | 20,000 | No Change | 0 | 0 % | $449,600 | $499,800 | $50,200 | 11.16 % | $0 | | | | | | News Article | History of Finance Co Of Pennsylvania-Finance Co Of Pennsylvania Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | First Investors Equity Funds-Value Fund | Multi-Cap Value | 51,600 | No Change | 0 | 0 % | $1,159,968 | $1,289,484 | $129,516 | 11.16 % | $0 | | | | | | News Article | History of First Investors Equity Funds-Value Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Forester Funds Inc-Forester Value Fund | Multi-Cap Value | | Sold All | -42,900 | -100 % | | | | 11.16 % | $-107,679 | | | | | | News Article | History of Forester Funds Inc-Forester Value Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust-Ishares Russell 1000 Growth Index Fund | Multi-Cap Growth | | Sold All | -380,105 | -100 % | | | | 11.16 % | $-954,064 | | | | | | News Article | History of Ishares Trust-Ishares Russell 1000 Growth Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust-Ishares Russell 1000 Index Fund | Specialty & Misc | 103,288 | Sold Some | -812 | -0.78 % | $2,321,914 | $2,581,167 | $259,253 | 11.16 % | $-2,038 | | | | | | News Article | History of Ishares Trust-Ishares Russell 1000 Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust-Ishares Russell 1000 Value Index Fund | Multi-Cap Value | 327,582 | Added More | 294,267 | 883.28 % | $7,364,043 | $8,186,274 | $822,231 | 11.16 % | $738,610 | | | | | | News Article | History of Ishares Trust-Ishares Russell 1000 Value Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust-Ishares Russell 3000 Growth Index Fund | Multi-Cap Growth | | Sold All | -12,566 | -100 % | | | | 11.16 % | $-31,541 | | | | | | News Article | History of Ishares Trust-Ishares Russell 3000 Growth Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust-Ishares Russell 3000 Index Fund | Specialty & Misc | 58,721 | Added More | 3,420 | 6.18 % | $1,320,048 | $1,467,438 | $147,390 | 11.16 % | $8,584 | | | | | | News Article | History of Ishares Trust-Ishares Russell 3000 Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust-Ishares Russell 3000 Value Index Fund | Multi-Cap Value | 13,773 | Added More | 12,439 | 932.45 % | $309,617 | $344,187 | $34,570 | 11.16 % | $31,222 | | | | | | News Article | History of Ishares Trust-Ishares Russell 3000 Value Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust-Ishares Russell Midcap Growth Index Fund | Mid-Cap Growth | | Sold All | -280,111 | -100 % | | | | 11.16 % | $-703,079 | | | | | | News Article | History of Ishares Trust-Ishares Russell Midcap Growth Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust-Ishares Russell Midcap Index Fund | Mid-Cap Core | 310,471 | Sold Some | -27,608 | -8.16 % | $6,979,388 | $7,758,670 | $779,282 | 11.16 % | $-69,296 | | | | | | News Article | History of Ishares Trust-Ishares Russell Midcap Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust-Ishares Russell Midcap Value Index Fund | Mid-Cap Value | 351,590 | Added More | 316,546 | 903.28 % | $7,903,743 | $8,786,234 | $882,491 | 11.16 % | $794,530 | | | | | | News Article | History of Ishares Trust-Ishares Russell Midcap Value Index Fund Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Morgan Stanley Institutional Fund Trust-Value Portfolio | Multi-Cap Value | | Sold All | -117,610 | -100 % | | | | 11.16 % | $-295,201 | | | | | | News Article | History of Morgan Stanley Institutional Fund Trust-Value Portfolio Ownership Of Pitney Bowes Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Pacific Life Funds-Pl Comstock Fund | Specialty & Misc | | Sold All | -54,120 | -100 % | | | |