| 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 |
|---|
| 2009-11-18 | 2009-09-30 | N-Q | Umb Scout Funds - Small Cap Fund | Small-Cap Core | 165,000 | New Holding | 165,000 | 100 % | $2,737,350 | $2,608,650 | $-128,700 | -4.70 % | $-128,700 | | | | | | News Article | History of Umb Scout Funds - Small Cap Fund Ownership Of Phase Forward Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 1,361 | Added More | 163 | 13.60 % | $23,191 | $21,517 | $-1,674 | -7.21 % | $-200 | | | | | | News Article | History of Amvescap Plc Ownership Of Phase Forward Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | 24,648 | Sold Some | -38,348 | -60.87 % | $420,002 | $389,685 | $-30,317 | -7.21 % | $47,168 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Phase Forward Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Lucrum Capital Llc | Institution | 53,000 | Sold Some | -41,200 | -43.73 % | $903,120 | $837,930 | $-65,190 | -7.21 % | $50,676 | | | | | | News Article | History of Lucrum Capital Llc Ownership Of Phase Forward Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Spinner Asset Management Llc | Institution | 180,000 | Sold Some | -79,900 | -30.74 % | $3,067,200 | $2,845,800 | $-221,400 | -7.21 % | $98,277 | | | | | | News Article | History of Spinner Asset Management Llc Ownership Of Phase Forward Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 531,404 | Sold Some | -452,906 | -46.01 % | $9,055,124 | $8,401,497 | $-653,627 | -7.21 % | $557,074 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 63,883 | Sold Some | -102,147 | -61.52 % | $1,077,067 | $1,009,990 | $-67,077 | -6.22 % | $107,254 | | | | | | News Article | History of American International Group Inc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aqr Capital Management Llc | Institution | 11,649 | Sold Some | -17,151 | -59.55 % | $196,402 | $184,171 | $-12,231 | -6.22 % | $18,009 | | | | | | News Article | History of Aqr Capital Management Llc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ashfield Capital Partners Llc | Institution | 73,442 | New Holding | 73,442 | 100 % | $1,238,232 | $1,161,118 | $-77,114 | -6.22 % | $-77,114 | | | | | | News Article | History of Ashfield Capital Partners Llc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Catapult Capital Management Llc | Institution | 30,628 | Sold Some | -54,372 | -63.96 % | $516,388 | $484,229 | $-32,159 | -6.22 % | $57,091 | | | | | | News Article | History of Catapult Capital Management Llc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Employees Retirement System Of Texas | Institution | 65,000 | Sold Some | -84,600 | -56.55 % | $1,095,900 | $1,027,650 | $-68,250 | -6.22 % | $88,830 | | | | | | News Article | History of Employees Retirement System Of Texas Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Epoch Investment Partners Inc | Institution | 31,496 | No Change | 0 | 0 % | $531,023 | $497,952 | $-33,071 | -6.22 % | $0 | | | | | | News Article | History of Epoch Investment Partners Inc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fifth Third Asset Management Inc | Institution | 72,065 | Sold Some | -2,620 | -3.50 % | $1,215,016 | $1,139,348 | $-75,668 | -6.22 % | $2,751 | | | | | | News Article | History of Fifth Third Asset Management Inc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fifth Third Bancorp | Institution | 35,365 | Sold Some | -6,680 | -15.88 % | $596,254 | $559,121 | $-37,133 | -6.22 % | $7,014 | | | | | | News Article | History of Fifth Third Bancorp Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ing Groep Nv | Institution | 17,020 | Sold Some | -69,340 | -80.29 % | $286,957 | $269,086 | $-17,871 | -6.22 % | $72,807 | | | | | | News Article | History of Ing Groep Nv Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Loomis Sayles And Co L P | Institution | 210,573 | Sold Some | -1,190 | -0.56 % | $3,550,261 | $3,329,159 | $-221,102 | -6.22 % | $1,250 | | | | | | News Article | History of Loomis Sayles And Co L P Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mackenzie Financial Corp | Institution | 65,400 | Added More | 25,300 | 63.09 % | $1,102,644 | $1,033,974 | $-68,670 | -6.22 % | $-26,565 | | | | | | News Article | History of Mackenzie Financial Corp Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Madison Square Investors Llc | No Data | 1,780 | Sold Some | -904 | -33.68 % | $30,011 | $28,142 | $-1,869 | -6.22 % | $949 | | | | | | News Article | History of Madison Square Investors Llc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mazama Capital Management Inc | Institution | | Sold All | -25,635 | -100 % | | | | -6.22 % | $26,917 | | | | | | News Article | History of Mazama Capital Management Inc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Millennium Management Llc | Institution | 300 | Sold Some | -158,349 | -99.81 % | $5,058 | $4,743 | $-315 | -6.22 % | $166,266 | | | | | | News Article | History of Millennium Management Llc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 47,134 | Sold Some | -251,548 | -84.21 % | $794,679 | $745,189 | $-49,491 | -6.22 % | $264,125 | | | | | | News Article | History of Morgan Stanley Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | New York State Teachers Retirement System | Institution | 192,000 | New Holding | 192,000 | 100 % | $3,237,120 | $3,035,520 | $-201,600 | -6.22 % | $-201,600 | | | | | | News Article | History of New York State Teachers Retirement System Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Co Of Connecticut | Institution | | Sold All | -71,356 | -100 % | | | | -6.22 % | $74,924 | | | | | | News Article | History of Northern Trust Co Of Connecticut Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 579,535 | Added More | 55,007 | 10.48 % | $9,770,960 | $9,162,448 | $-608,512 | -6.22 % | $-57,757 | | | | | | News Article | History of Northern Trust Corp Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Oberweis Asset Management Inc | Institution | 126,200 | Added More | 34,100 | 37.02 % | $2,127,732 | $1,995,222 | $-132,510 | -6.22 % | $-35,805 | | | | | | News Article | History of Oberweis Asset Management Inc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Oppenheimer Funds Inc | Institution | 194,210 | Added More | 106,290 | 120.89 % | $3,274,381 | $3,070,460 | $-203,921 | -6.22 % | $-111,605 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Perimeter Capital Partners Llc | Institution | 357,976 | Added More | 50,569 | 16.45 % | $6,035,475 | $5,659,601 | $-375,875 | -6.22 % | $-53,097 | | | | | | News Article | History of Perimeter Capital Partners Llc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Rafferty Asset Management Llc | Institution | 19,324 | Sold Some | -9,311 | -32.51 % | $325,803 | $305,512 | $-20,290 | -6.22 % | $9,777 | | | | | | News Article | History of Rafferty Asset Management Llc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | S Squared Technology Llc | Institution | 305,000 | Sold Some | -25,000 | -7.57 % | $5,142,300 | $4,822,050 | $-320,250 | -6.22 % | $26,250 | | | | | | News Article | History of S Squared Technology Llc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Scout Investment Advisors Inc | Institution | 176,200 | New Holding | 176,200 | 100 % | $2,970,732 | $2,785,722 | $-185,010 | -6.22 % | $-185,010 | | | | | | News Article | History of Scout Investment Advisors Inc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Two Sigma Investments Llc | Institution | | Sold All | -12,831 | -100 % | | | | -6.22 % | $13,473 | | | | | | News Article | History of Two Sigma Investments Llc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ubs Global Asset Management Americas Inc | Institution | 454,783 | Sold Some | -16,318 | -3.46 % | $7,667,641 | $7,190,119 | $-477,522 | -6.22 % | $17,134 | | | | | | News Article | History of Ubs Global Asset Management Americas Inc Ownership Of Phase Forward Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 5,692 | No Change | 0 | 0 % | $95,967 | $89,991 | $-5,977 | -6.22 % | $0 | | | | | | News Article | History of Us Bancorp De Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-10-31 | 13F-HR | Peak6 Investments L P | Institution | 11,456 | New Holding | 11,456 | 100 % | $180,088 | $181,119 | $1,031 | 0.57 % | $1,031 | | | | | | News Article | History of Peak6 Investments L P Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 40,537 | Sold Some | -53,700 | -56.98 % | $637,242 | $640,890 | $3,648 | 0.57 % | $-4,833 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Arbor Capital Management Llc | Institution | 627,200 | Sold Some | -238,500 | -27.54 % | $9,859,584 | $9,916,032 | $56,448 | 0.57 % | $-21,465 | | | | | | News Article | History of Arbor Capital Management Llc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Artisan Partners Ltd Partnership | Institution | 1,888,100 | Added More | 387,700 | 25.83 % | $29,680,932 | $29,850,861 | $169,929 | 0.57 % | $34,893 | | | | | | News Article | History of Artisan Partners Ltd Partnership Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 284,258 | Sold Some | -18,442 | -6.09 % | $4,468,536 | $4,494,119 | $25,583 | 0.57 % | $-1,660 | | | | | | News Article | History of Axa Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 6,536 | Added More | 3,216 | 96.86 % | $102,746 | $103,334 | $588 | 0.57 % | $289 | | | | | | News Article | History of Barclays Plc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Bnp Paribas Arbitrage Sa | Institution | 15,161 | New Holding | 15,161 | 100 % | $238,331 | $239,695 | $1,364 | 0.57 % | $1,364 | | | | | | News Article | History of Bnp Paribas Arbitrage Sa Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Dekabank Deutsche Girozentrale | No Data | 50,000 | No Change | 0 | 0 % | $786,000 | $790,500 | $4,500 | 0.57 % | $0 | | | | | | News Article | History of Dekabank Deutsche Girozentrale Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Delaware Management Business Trust | Institution | 39,399 | New Holding | 39,399 | 100 % | $619,352 | $622,898 | $3,546 | 0.57 % | $3,546 | | | | | | News Article | History of Delaware Management Business Trust Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Expo Capital Management Llc | Institution | 350,000 | New Holding | 350,000 | 100 % | $5,502,000 | $5,533,500 | $31,500 | 0.57 % | $31,500 | | | | | | News Article | History of Expo Capital Management Llc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | First Mercantile Trust Co | Institution | 19,800 | No Change | 0 | 0 % | $311,256 | $313,038 | $1,782 | 0.57 % | $0 | | | | | | News Article | History of First Mercantile Trust Co Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Fortaleza Asset Management Inc | Institution | 47,878 | No Change | 0 | 0 % | $752,642 | $756,951 | $4,309 | 0.57 % | $0 | | | | | | News Article | History of Fortaleza Asset Management Inc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Friess Associates Llc | Institution | 1,790,115 | Added More | 247,415 | 16.03 % | $28,140,608 | $28,301,718 | $161,110 | 0.57 % | $22,267 | | | | | | News Article | History of Friess Associates Llc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 665 | Sold Some | -38,715 | -98.31 % | $10,454 | $10,514 | $60 | 0.57 % | $-3,484 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 115,840 | Sold Some | -16,087 | -12.19 % | $1,821,005 | $1,831,430 | $10,426 | 0.57 % | $-1,448 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 328,595 | Added More | 34,817 | 11.85 % | $5,165,513 | $5,195,087 | $29,574 | 0.57 % | $3,134 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | N-Q | Kalmar Pooled Investment Trust - Kalmar Growth With Value Small Cap Fund | Small-Cap Growth | 204,550 | No Change | 0 | 0 % | $3,215,526 | $3,233,936 | $18,410 | 0.57 % | $0 | | | | | | News Article | History of Kalmar Pooled Investment Trust - Kalmar Growth With Value Small Cap Fund Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Knight Capital Group Inc | Institution | | Sold All | -25,117 | -100 % | | | | 0.57 % | $-2,261 | | | | | | News Article | History of Knight Capital Group Inc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Lord Abbett And Co Llc | Institution | 1,918,127 | Added More | 259,685 | 15.65 % | $30,152,956 | $30,325,588 | $172,631 | 0.57 % | $23,372 | | | | | | News Article | History of Lord Abbett And Co Llc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Mason Street Advisors Llc | Institution | 19,124 | Added More | 81 | 0.42 % | $300,629 | $302,350 | $1,721 | 0.57 % | $7 | | | | | | News Article | History of Mason Street Advisors Llc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | New York State Common Retirement Fund | Institution | 87,301 | Sold Some | -117,723 | -57.41 % | $1,372,372 | $1,380,229 | $7,857 | 0.57 % | $-10,595 | | | | | | News Article | History of New York State Common Retirement Fund Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Polar Capital Llp | Institution | 212,400 | Sold Some | -9,940 | -4.47 % | $3,338,928 | $3,358,044 | $19,116 | 0.57 % | $-895 | | | | | | News Article | History of Polar Capital Llp Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Prescott Group Capital Management Llc | Institution | 235,000 | No Change | 0 | 0 % | $3,694,200 | $3,715,350 | $21,150 | 0.57 % | $0 | | | | | | News Article | History of Prescott Group Capital Management Llc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Price T Rowe Associates Inc | Institution | 52,600 | Sold Some | -100 | -0.18 % | $826,872 | $831,606 | $4,734 | 0.57 % | $-9 | | | | | | News Article | History of Price T Rowe Associates Inc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Public Sector Pension Investment Board | Institution | 39,600 | New Holding | 39,600 | 100 % | $622,512 | $626,076 | $3,564 | 0.57 % | $3,564 | | | | | | News Article | History of Public Sector Pension Investment Board Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Raymond James And Associates | Institution | 15,669 | New Holding | 15,669 | 100 % | $246,317 | $247,727 | $1,410 | 0.57 % | $1,410 | | | | | | News Article | History of Raymond James And Associates Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Capital Markets Arbitrage S A | Institution | 7,316 | Sold Some | -421 | -5.44 % | $115,008 | $115,666 | $658 | 0.57 % | $-38 | | | | | | News Article | History of Rbc Capital Markets Arbitrage S A Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 6,357 | New Holding | 6,357 | 100 % | $99,932 | $100,504 | $572 | 0.57 % | $572 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Renaissance Technologies Corp | Institution | 106,300 | New Holding | 106,300 | 100 % | $1,671,036 | $1,680,603 | $9,567 | 0.57 % | $9,567 | | | | | | News Article | History of Renaissance Technologies Corp Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Sei Trust Co | Institution | 39,511 | Added More | 8,545 | 27.59 % | $621,113 | $624,669 | $3,556 | 0.57 % | $769 | | | | | | News Article | History of Sei Trust Co Ownership Of Phase Forward Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 1,884,662 | Added More | 41,277 | 2.23 % | $29,626,887 | $29,796,506 | $169,620 | 0.57 % | $3,715 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Allianz Global Investors Of America L P | Institution | 680,532 | Added More | 188,864 | 38.41 % | $10,405,334 | $10,759,211 | $353,877 | 3.40 % | $98,209 | | | | | | News Article | History of Allianz Global Investors Of America L P Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Bank Of America Corp | Institution | 239,837 | Sold Some | -18,180 | -7.04 % | $3,667,108 | $3,791,823 | $124,715 | 3.40 % | $-9,454 | | | | | | News Article | History of Bank Of America Corp Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 2,902,612 | Added More | 213,142 | 7.92 % | $44,380,937 | $45,890,296 | $1,509,358 | 3.40 % | $110,834 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Blackthorn Investment Group Llc | Institution | 100,000 | New Holding | 100,000 | 100 % | $1,529,000 | $1,581,000 | $52,000 | 3.40 % | $52,000 | | | | | | News Article | History of Blackthorn Investment Group Llc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Claymore Advisors Llc | Institution | 29,185 | Added More | 6,940 | 31.19 % | $446,239 | $461,415 | $15,176 | 3.40 % | $3,609 | | | | | | News Article | History of Claymore Advisors Llc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Credit Suisse | Institution | 212,020 | New Holding | 212,020 | 100 % | $3,241,786 | $3,352,036 | $110,250 | 3.40 % | $110,250 | | | | | | News Article | History of Credit Suisse Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Davidson D A And Co | Institution | 11,280 | Added More | 5,055 | 81.20 % | $172,471 | $178,337 | $5,866 | 3.40 % | $2,629 | | | | | | News Article | History of Davidson D A And Co Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Davidson Investment Advisors | Institution | 11,280 | New Holding | 11,280 | 100 % | $172,471 | $178,337 | $5,866 | 3.40 % | $5,866 | | | | | | News Article | History of Davidson Investment Advisors Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Engemann Asset Management | Institution | 38,000 | No Change | 0 | 0 % | $581,020 | $600,780 | $19,760 | 3.40 % | $0 | | | | | | News Article | History of Engemann Asset Management Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Franklin Resources Inc | Institution | 616,100 | Sold Some | -5,500 | -0.88 % | $9,420,169 | $9,740,541 | $320,372 | 3.40 % | $-2,860 | | | | | | News Article | History of Franklin Resources Inc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Globeflex Capital L P | Institution | | Sold All | -145,359 | -100 % | | | | 3.40 % | $-75,587 | | | | | | News Article | History of Globeflex Capital L P Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 17,020 | Sold Some | -69,340 | -80.29 % | $260,236 | $269,086 | $8,850 | 3.40 % | $-36,057 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Kbc Group Nv | Institution | 13,658 | New Holding | 13,658 | 100 % | $208,831 | $215,933 | $7,102 | 3.40 % | $7,102 | | | | | | News Article | History of Kbc Group Nv Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 444 | Sold Some | -10,247 | -95.84 % | $6,789 | $7,020 | $231 | 3.40 % | $-5,328 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 43,344 | Added More | 3,937 | 9.99 % | $662,730 | $685,269 | $22,539 | 3.40 % | $2,047 | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 26,488 | Sold Some | -5,051 | -16.01 % | $405,002 | $418,775 | $13,774 | 3.40 % | $-2,627 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 74,860 | Sold Some | -7,483 | -9.08 % | $1,144,609 | $1,183,537 | $38,927 | 3.40 % | $-3,891 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Placemark Investments Inc | Institution | 17,825 | Added More | 6,926 | 63.54 % | $272,544 | $281,813 | $9,269 | 3.40 % | $3,602 | | | | | | News Article | History of Placemark Investments Inc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Principal Financial Group Inc | Institution | 156,040 | Added More | 912 | 0.58 % | $2,385,852 | $2,466,992 | $81,141 | 3.40 % | $474 | | | | | | News Article | History of Principal Financial Group Inc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Redstone Investment Management Lp | Institution | | Sold All | -39,408 | -100 % | | | | 3.40 % | $-20,492 | | | | | | News Article | History of Redstone Investment Management Lp Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Rice Hall James And Associates Llc | Institution | 297,740 | Added More | 9,831 | 3.41 % | $4,552,445 | $4,707,269 | $154,825 | 3.40 % | $5,112 | | | | | | News Article | History of Rice Hall James And Associates Llc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Rs Investment Management Co Llc | Institution | 688,195 | Added More | 49,680 | 7.78 % | $10,522,502 | $10,880,363 | $357,861 | 3.40 % | $25,834 | | | | | | News Article | History of Rs Investment Management Co Llc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Russell Frank Co | Institution | 297,404 | Added More | 134,104 | 82.12 % | $4,547,307 | $4,701,957 | $154,650 | 3.40 % | $69,734 | | | | | | News Article | History of Russell Frank Co Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Stafford Asset Management Llc | No Data | 12,385 | New Holding | 12,385 | 100 % | $189,367 | $195,807 | $6,440 | 3.40 % | $6,440 | | | | | | News Article | History of Stafford Asset Management Llc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | | Sold All | -30,901 | -100 % | | | | 3.40 % | $-16,069 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Tewksbury Capital Management Ltd | Institution | 14,846 | Sold Some | -17,456 | -54.03 % | $226,995 | $234,715 | $7,720 | 3.40 % | $-9,077 | | | | | | News Article | History of Tewksbury Capital Management Ltd Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Wall Street Associates | Institution | 1,067,500 | Added More | 36,500 | 3.54 % | $16,322,075 | $16,877,175 | $555,100 | 3.40 % | $18,980 | | | | | | News Article | History of Wall Street Associates Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Westfield Capital Management Co Llc | Institution | 1,690,079 | Added More | 289,780 | 20.69 % | $25,841,308 | $26,720,149 | $878,841 | 3.40 % | $150,686 | | | | | | News Article | History of Westfield Capital Management Co Llc Ownership Of Phase Forward Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | White Pine Capital Llc | Institution | 54,875 | Added More | 14,250 | 35.07 % | $839,039 | $867,574 | $28,535 | 3.40 % | $7,410 | | | | | | News Article | History of White Pine Capital Llc Ownership Of Phase Forward Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | American Century Companies Inc | Institution | 71,410 | Added More | 6,676 | 10.31 % | $1,044,728 | $1,128,992 | $84,264 | 8.06 % | $7,878 | | | | | | News Article | History of American Century Companies Inc Ownership Of Phase Forward Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Citigroup Inc | Institution | | Sold All | -10,491 | -100 % | | | | 8.06 % | $-12,379 | | | | | | News Article | History of Citigroup Inc Ownership Of Phase Forward Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Comerica Bank | Institution | 50,338 | Sold Some | -25,928 | -33.99 % | $736,445 | $795,844 | $59,399 | 8.06 % | $-30,595 | | | | | | News Article | History of Comerica Bank Ownership Of Phase Forward Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Highbridge Capital Management Llc | Institution | 24,901 | Sold Some | -31,965 | -56.21 % | $364,302 | $393,685 | $29,383 | 8.06 % | $-37,719 | | | | | | News Article | History of Highbridge Capital Management Llc Ownership Of Phase Forward Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | J P Morgan Chase And Co | Institution | 53,034 | Added More | 24,959 | 88.90 % | $775,887 | $838,468 | $62,580 | 8.06 % | $29,452 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Phase Forward Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Jmp Asset Management Llc | Institution | 800,000 | Added More | 48,220 | 6.41 % | $11,704,000 | $12,648,000 | $944,000 | 8.06 % | $56,900 | | | | | | News Article | History of Jmp Asset Management Llc Ownership Of Phase Forward Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Royce And Associates Llc | Institution | 24,200 | Sold Some | -54,000 | -69.05 % | $354,046 | $382,602 | $28,556 | 8.06 % | $-63,720 | | | | | | News Article | History of Royce And Associates Llc Ownership Of Phase Forward Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Stephens Inc | Institution | 407,183 | Added More | 7,600 | 1.90 % | $5,957,087 | $6,437,563 | $480,476 | 8.06 % | $8,968 | | | | | | News Article | History of Stephens Inc Ownership Of Phase Forward Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Stephens Inc Ar | Institution | | Sold All | -215 | -100 % | | | | 8.06 % | $-254 | | | | | | News Article | History of Stephens Inc Ar Ownership Of Phase Forward Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Tesseract Capital Llc | No Data | 2,100 | Sold Some | -588 | -21.87 % | $30,723 | $33,201 | $2,478 | 8.06 % | $-694 | | | | | | News Article | History of Tesseract Capital Llc Ownership Of Phase Forward Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 3,850 | Added More | 3,750 | 3750.00 % | $56,326 | $60,869 | $4,543 | 8.06 % | $4,425 | | | | | | News Article | History of Ubs Ag Ownership Of Phase Forward Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Cadence Capital Management Llc | Institution | | Sold All | -715,502 | -100 % | | | | 5.68 % | $-608,177 | | | | | | News Article | History of Cadence Capital Management Llc Ownership Of Phase Forward Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Ccm Partners | Institution | 2,800 | No Change | 0 | 0 % | $41,888 | $44,268 | $2,380 | 5.68 % | $0 | | | | | | News Article | History of Ccm Partners Ownership Of Phase Forward Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Chartwell Investment Partners | Institution | | Sold All | -1,048,110 | -100 % | | | | 5.68 % | $-890,894 | | | | | | News Article | History of Chartwell Investment Partners Ownership Of Phase Forward Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Federated Investors Inc | Institution | 546,500 | Added More | 11,000 | 2.05 % | $8,175,640 | $8,640,165 | $464,525 | 5.68 % | $9,350 | | | | | | News Article | History of Federated Investors Inc Ownership Of Phase Forward Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Goldman Jay G | Institution | | Sold All | -25,000 | -100 % | | | | 5.68 % | $-21,250 | | | | | | News Article | History of Goldman Jay G Ownership Of Phase Forward Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Lee Munder Capital Group Llc | No Data | 419,683 | No Compare | | | $6,278,458 | $6,635,188 | $356,731 | 5.68 % | | | | | | | News Article | History of Lee Munder Capital Group Llc Ownership Of Phase Forward Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Mckinley Capital Management Inc | Institution | | Sold All | -242,490 | -100 % | | | | 5.68 % | $-206,117 | | | | | | News Article | History of Mckinley Capital Management Inc Ownership Of Phase Forward Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Vtl Associates Llc | Institution | | Sold All | -2 | -100 % | | | | 5.68 % | $-2 | | | | | | News Article | History of Vtl Associates Llc Ownership Of Phase Forward Inc |
| 2009-11-09 | 2009-08-31 | N-CSR | Consulting Group Capital Markets Funds - Small Capitalization Growth Investments | Small-Cap Growth | 469,300 | Added More | 51,200 | 12.24 % | $7,020,728 | $7,419,633 | $398,905 | 5.68 % | $43,520 | | | | | | News Article | History of Consulting Group Capital Markets Funds - Small Capitalization Growth Investments Ownership Of Phase Forward Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Blair William And Co | Institution | 1,695,170 | Added More | 59,385 | 3.63 % | $24,647,772 | $26,800,638 | $2,152,866 | 8.73 % | $75,419 | | | | | | News Article | History of Blair William And Co Ownership Of Phase Forward Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hartford Investment Management Co | Institution | 8,640 | Sold Some | -207,653 | -96.00 % | $125,626 | $136,598 | $10,973 | 8.73 % | $-263,719 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of Phase Forward Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metlife Securities Inc | Institution | | Sold All | -50 | -100 % | | | | 8.73 % | $-64 | | | | | | News Article | History of Metlife Securities Inc Ownership Of Phase Forward Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 38,529 | No Change | 0 | 0 % | $560,212 | $609,143 | $48,932 | 8.73 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Phase Forward Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 150 | Sold Some | -12,759 | -98.83 % | $2,181 | $2,372 | $191 | 8.73 % | $-16,204 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Phase Forward Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 76,620 | No Change | 0 | 0 % | $1,114,055 | $1,211,362 | $97,307 | 8.73 % | $0 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Phase Forward Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 37,773 | No Change | 0 | 0 % | $549,219 | $597,191 | $47,972 | 8.73 % | $0 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Phase Forward Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 251,455 | Added More | 140 | 0.05 % | $3,656,156 | $3,975,504 | $319,348 | 8.73 % | $178 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Phase Forward Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Waddell And Reed Financial Inc | Institution | 1,973,729 | Added More | 815,900 | 70.46 % | $28,698,020 | $31,204,655 | $2,506,636 | 8.73 % | $1,036,193 | | | | | | News Article | History of Waddell And Reed Financial Inc Ownership Of Phase Forward Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Kopp Investment Advisors Llc | Institution | 527,917 | Added More | 13,010 | 2.52 % | $7,675,913 | $8,346,368 | $670,455 | 8.73 % | $16,523 | | | | | | News Article | History of Kopp Investment Advisors Llc Ownership Of Phase Forward Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associates | Institution | 29,149 | Added More | 5,511 | 23.31 % | $423,826 | $460,846 | $37,019 | 8.73 % | $6,999 | | | | | | News Article | History of Parametric Portfolio Associates Ownership Of Phase Forward Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Profund Advisors Llc | Institution | 15,494 | Added More | 3,941 | 34.11 % | $225,283 | $244,960 | $19,677 | 8.73 % | $5,005 | | | | | | News Article | History of Profund Advisors Llc Ownership Of Phase Forward Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Proshare Advisors Llc | Institution | 17,508 | Sold Some | -5,984 | -25.47 % | $254,566 | $276,801 | $22,235 | 8.73 % | $-7,600 | | | | | | News Article | History of Proshare Advisors Llc Ownership Of Phase Forward Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Gw Capital Management Incco | Institution | 22,296 | Sold Some | -1,118 | -4.77 % | $321,285 | $352,500 | $31,214 | 9.71 % | $-1,565 | | | | | | News Article | History of Gw Capital Management Incco Ownership Of Phase Forward Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Tradeworx Inc | Institution | | Sold All | -13,912 | -100 % | | | | 9.71 % | $-19,477 | | | | | | News Article | History of Tradeworx Inc Ownership Of Phase Forward Inc |
| 2009-11-04 | 2009-08-31 | N-CSR | Ssga Funds - Ssga Enhanced Small Cap Fund | Small-Cap Core | 800 | Sold Some | -1,000 | -55.55 % | $11,528 | $12,648 | $1,120 | 9.71 % | $-1,400 | | | | | | News Article | History of Ssga Funds - Ssga Enhanced Small Cap Fund Ownership Of Phase Forward Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Camelot Management Corp | Institution | | Sold All | -85,200 | -100 % | | | | 15.31 % | $-178,920 | | | | | | News Article | History of Camelot Management Corp Ownership Of Phase Forward Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Chinook Capital Management | Institution | 446,021 | Added More | 79,888 | 21.81 % | $6,114,948 | $7,051,592 | $936,644 | 15.31 % | $167,765 | | | | | | News Article | History of Chinook Capital Management Ownership Of Phase Forward Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 95,059 | Sold Some | -73,302 | -43.53 % | $1,303,259 | $1,502,883 | $199,624 | 15.31 % | $-153,934 | | | | | | News Article | History of Prudential Financial Inc Ownership Of Phase Forward Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Sparta Asset Management Llc | Institution | 444,422 | Added More | 100,021 | 29.04 % | $6,093,026 | $7,026,312 | $933,286 | 15.31 % | $210,044 | | | | | | News Article | History of Sparta Asset Management Llc Ownership Of Phase Forward Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Turner Investment Partners Inc | Institution | | Sold All | -20,877 | -100 % | | | | 15.31 % | $-43,842 | | | | | | News Article | History of Turner Investment Partners Inc Ownership Of Phase Forward Inc |
| 2009-11-03 | 2009-08-31 | N-CSR | California Investment Trust - S And P Smallcap Index Fund | Small-Cap Core | 2,800 | No Change | 0 | 0 % | $38,388 | $44,268 | $5,880 | 15.31 % | $0 | | | | | | News Article | History of California Investment Trust - S And P Smallcap Index Fund Ownership Of Phase Forward Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Emerald Advisers Inc | Institution | 18,890 | Sold Some | -115,056 | -85.89 % | $250,481 | $298,651 | $48,170 | 19.23 % | $-293,393 | | | | | | News Article | History of Emerald Advisers Inc Ownership Of Phase Forward Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Emerald Mutual Fund Advisers Trust | Institution | | Sold All | -48,046 | -100 % | | | | 19.23 % | $-122,517 | | | | | | News Article | History of Emerald Mutual Fund Advisers Trust Ownership Of Phase Forward Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Needham Investment Management Llc | Institution | 10,000 | No Change | 0 | 0 % | $132,600 | $158,100 | $25,500 | 19.23 % | $0 | | | | | | News Article | History of Needham Investment Management Llc Ownership Of Phase Forward Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thrivent Financial For Lutherans | Institution | 22,200 | Sold Some | -277,400 | -92.59 % | $294,372 | $350,982 | $56,610 | 19.23 % | $-707,370 | | | | | | News Article | History of Thrivent Financial For Lutherans Ownership Of Phase Forward Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Oxford Asset Management | Institution | | Sold All | -65,731 | -100 % | | | | 20.59 % | $-177,474 | | | | | | News Article | History of Oxford Asset Management Ownership Of Phase Forward Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Texas Permanent School Fund | Institution | 69,420 | Sold Some | -570 | -0.81 % | $910,096 | $1,097,530 | $187,434 | 20.59 % | $-1,539 | | | | | | News Article | History of Texas Permanent School Fund Ownership Of Phase Forward Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Tocqueville Asset Management Lp | Institution | 25,000 | No Change | 0 | 0 % | $327,750 | $395,250 | $67,500 | 20.59 % | $0 | | | | | | News Article | History of Tocqueville Asset Management Lp Ownership Of Phase Forward Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Advisors Series Trust - Castlerock Fund | Specialty & Misc | | Sold All | -2,705 | -100 % | | | | 20.59 % | $-7,304 | | | | | | News Article | History of Advisors Series Trust - Castlerock Fund Ownership Of Phase Forward Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock | Specialty & Misc | 1,669 | No Compare | | | $21,881 | $26,387 | $4,506 | 20.59 % | | | | | | | News Article | History of Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock Ownership Of Phase Forward Inc |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii - Fidelity Small Cap Enhanced Index Fund | Small-Cap Core | 9,000 | New Holding | 9,000 | 100 % | $117,990 | $142,290 | $24,300 | 20.59 % | $24,300 | | | | | | News Article | History of Fidelity Commonwealth Trust Ii - Fidelity Small Cap Enhanced Index Fund Ownership Of Phase Forward Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Professionally Managed Portfolios - Stephens Small Cap Growth Fund | Small-Cap Growth | 43,300 | Added More | 3,800 | 9.62 % | $567,663 | $684,573 | $116,910 | 20.59 % | $10,260 | | | | | | News Article | History of Professionally Managed Portfolios - Stephens Small Cap Growth Fund Ownership Of Phase Forward Inc |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund - Vanguard Health Care Index Fund | Health/Biotech | 19,539 | Added More | 262 | 1.35 % | $256,156 | $308,912 | $52,755 | 20.59 % | $707 | | | | | | News Article | History of Vanguard World Fund - Vanguard Health Care Index Fund Ownership Of Phase Forward Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 549,366 | Added More | 22,396 | 4.24 % | $7,158,239 | $8,685,476 | $1,527,237 | 21.33 % | $62,261 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Phase Forward Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Cornerstone Strategy Fund | Specialty & Misc | | Sold All | -600 | -100 % | | | | 21.33 % | $-1,668 | | | | | | News Article | History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Phase Forward Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Asset Allocation Fund | Specialty & Misc | 363 | New Holding | 363 | 100 % | $4,730 | $5,739 | $1,009 | 21.33 % | $1,009 | | | | | | News Article | History of Valic Co I - Asset Allocation Fund Ownership Of Phase Forward Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Small Cap Index Fund | Small-Cap Core | 34,920 | New Holding | 34,920 | 100 % | $455,008 | $552,085 | $97,078 | 21.33 % | $97,078 | | | | | | News Article | History of Valic Co I - Small Cap Index Fund Ownership Of Phase Forward Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Value Fund | Multi-Cap Value | 21,100 | New Holding | 21,100 | 100 % | $274,933 | $333,591 | $58,658 | 21.33 % | $58,658 | | | | | | News Article | History of Valic Co I - Value Fund Ownership Of Phase Forward Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Kalmar Investments Inc | Institution | 832,664 | Sold Some | -5,700 | -0.67 % | $10,549,853 | $13,164,418 | $2,614,565 | 24.78 % | $-17,898 | | | | | | News Article | History of Kalmar Investments Inc Ownership Of Phase Forward Inc |
| 2009-10-28 | 2009-08-31 | N-Q | Brazos Mutual Funds - Brazos Micro Cap Portfolio | Small-Cap Growth | | Sold All | -53,400 | -100 % | | | | 24.78 % | $-167,676 | | | | | | News Article | History of Brazos Mutual Funds - Brazos Micro Cap Portfolio Ownership Of Phase Forward Inc |
| 2009-10-28 | 2009-08-31 | N-Q | Brazos Mutual Funds - Brazos Small Cap Portfolio | Small-Cap Growth | | Sold All | -17,700 | -100 % | | | | 24.78 % | $-55,578 | | | | | | News Article | History of Brazos Mutual Funds - Brazos Small Cap Portfolio Ownership Of Phase Forward Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Essex Investment Management Co Llc | Institution | 56,015 | Sold Some | -904 | -1.58 % | $727,635 | $885,597 | $157,962 | 21.70 % | $-2,549 | | | | | | News Article | History of Essex Investment Management Co Llc Ownership Of Phase Forward Inc |
| 2009-10-26 | 2009-09-30 | 13F-HR | Trillium Asset Management Corp | Institution | 78,785 | Added More | 2,875 | 3.78 % | $1,051,780 | $1,245,591 | $193,811 | 18.42 % | $7,073 | | | | | | News Article | History of Trillium Asset Management Corp Ownership Of Phase Forward Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Claymore Exchange Traded Fund Trust - Claymoremorningstar Services Super Sector Index Etf | Specialty & Misc | 23 | No Change | 0 | 0 % | $307 | $364 | $57 | 18.42 % | $0 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust - Claymoremorningstar Services Super Sector Index Etf Ownership Of Phase Forward Inc |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 94,237 | Sold Some | -15,913 | -14.44 % | $1,258,064 | $1,489,887 | $231,823 | 18.42 % | $-39,146 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Phase Forward Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Apex Capital Management | Institution | | Sold All | -28,539 | -100 % | | | | 13.25 % | $-52,797 | | | | | | News Article | History of Apex Capital Management Ownership Of Phase Forward Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Advisors Llc | Institution | 404,690 | Added More | 311,190 | 332.82 % | $5,649,472 | $6,398,149 | $748,677 | 13.25 % | $575,702 | | | | | | News Article | History of Blackrock Advisors Llc Ownership Of Phase Forward Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Group Ltd | Institution | 361,720 | Added More | 2,000 | 0.55 % | $5,049,611 | $5,718,793 | $669,182 | 13.25 % | $3,700 | | | | | | News Article | History of Blackrock Group Ltd Ownership Of Phase Forward Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | 192,600 | Added More | 122,992 | 176.69 % | $2,688,696 | $3,045,006 | $356,310 | 13.25 % | $227,535 | | | | | | News Article | History of Blackrock Inc Ownership Of Phase Forward Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 133,090 | Added More | 22,537 | 20.38 % | $1,857,936 | $2,104,153 | $246,217 | 13.25 % | $41,693 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Phase Forward Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Eagle Asset Management Inc | Institution | 2,368,057 | Added More | 1,079,762 | 83.81 % | $33,058,076 | $37,438,981 | $4,380,905 | 13.25 % | $1,997,560 | | | | | | News Article | History of Eagle Asset Management Inc Ownership Of Phase Forward Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Regions Financial Corp | Institution | 10,345 | New Holding | 10,345 | 100 % | $144,416 | $163,554 | $19,138 | 13.25 % | $19,138 | | | | | | News Article | History of Regions Financial Corp Ownership Of Phase Forward Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 945,662 | Sold Some | -118,336 | -11.12 % | $13,239,268 | $14,950,916 | $1,711,648 | 12.92 % | $-214,188 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Phase Forward Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | State Board Of Administration Of Florida Retirement System | Institution | 67,616 | Added More | 16,135 | 31.34 % | $946,624 | $1,069,009 | $122,385 | 12.92 % | $29,204 | | | | | | News Article | History of State Board Of Administration Of Florida Retirement System Ownership Of Phase Forward Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | American Capital Management Inc | Institution | 23,700 | No Change | 0 | 0 % | $327,060 | $374,697 | $47,637 | 14.56 % | $0 | | | | | | News Article | History of American Capital Management Inc Ownership Of Phase Forward Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 199,500 | No Change | 0 | 0 % | $2,753,100 | $3,154,095 | $400,995 | 14.56 % | $0 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Phase Forward Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | Teachers Retirement System Of The State Of Kentucky | Institution | 27,400 | No Change | 0 | 0 % | $378,120 | $433,194 | $55,074 | 14.56 % | $0 | | | | | | News Article | History of Teachers Retirement System Of The State Of Kentucky Ownership Of Phase Forward Inc |
| 2009-10-19 | 2009-09-30 | 13F-HR | Ci Investments Inc | Institution | | Sold All | -14,500 | -100 % | | | | 12.52 % | $-25,520 | | | | | | News Article | History of Ci Investments Inc Ownership Of Phase Forward Inc |
| 2009-10-19 | 2009-09-30 | 13F-HR | Strs Ohio | Institution | 196,596 | Added More | 31,293 | 18.93 % | $2,762,174 | $3,108,183 | $346,009 | 12.52 % | $55,076 | | | | | | News Article | History of Strs Ohio Ownership Of Phase Forward Inc |
| 2009-10-16 | 2009-09-30 | 13F-HR | Capstone Asset Management Co | Institution | 13,830 | No Change | 0 | 0 % | $191,407 | $218,652 | $27,245 | 14.23 % | $0 | | | | | | News Article | History of Capstone Asset Management Co Ownership Of Phase Forward Inc |
| 2009-10-16 | 2009-09-30 | 13F-HR | Conestoga Capital Advisors Llc | Institution | 257,820 | Added More | 28,670 | 12.51 % | $3,568,229 | $4,076,134 | $507,905 | 14.23 % | $56,480 | | | | | | News Article | History of Conestoga Capital Advisors Llc Ownership Of Phase Forward Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Harris Financial Corp | Institution | 62,440 | Sold Some | -10,150 | -13.98 % | $890,394 | $987,176 | $96,782 | 10.86 % | $-15,733 | | | | | | News Article | History of Harris Financial Corp Ownership Of Phase Forward Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 52,617 | No Change | 0 | 0 % | $750,318 | $831,875 | $81,556 | 10.86 % | $0 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Phase Forward Inc |
| 2009-10-09 | 2009-07-31 | N-CSR | Advisors Inner Circle Fund Ii - Growth Fund | Small-Cap Growth | 108,335 | Added More | 78,465 | 262.68 % | $1,496,106 | $1,712,776 | $216,670 | 14.48 % | $156,930 | | | | | | News Article | History of Advisors Inner Circle Fund Ii - Growth Fund Ownership Of Phase Forward Inc |
| 2009-10-09 | 2009-07-31 | N-CSR | Lord Abbett Blend Trust - Lord Abbett Small Cap Blend Fund | Small-Cap Core | 791,594 | Added More | 122,950 | 18.38 % | $10,931,913 | $12,515,101 | $1,583,188 | 14.48 % | $245,900 | | | | | | News Article | History of Lord Abbett Blend Trust - Lord Abbett Small Cap Blend Fund Ownership Of Phase Forward Inc |
| 2009-10-09 | 2009-07-31 | N-CSR | Lord Abbett Developing Growth Fund Inc New - Lord Abbett Developing Growth Fund Inc New | Small-Cap Growth | 385,907 | Added More | 146,545 | 61.22 % | $5,329,376 | $6,101,190 | $771,814 | 14.48 % | $293,090 | | | | | | News Article | History of Lord Abbett Developing Growth Fund Inc New - Lord Abbett Developing Growth Fund Inc New Ownership Of Phase Forward Inc |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 70,846 | Added More | 58 | 0.08 % | $957,129 | $1,120,075 | $162,946 | 17.02 % | $133 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Phase Forward Inc |
| 2009-10-07 | 2009-09-30 | 13F-HR | Roanoke Asset Management Corp | Institution | 58,860 | Sold Some | -12,535 | -17.55 % | $799,907 | $930,577 | $130,669 | 16.33 % | $-27,828 | | | | | | News Article | History of Roanoke Asset Management Corp Ownership Of Phase Forward Inc |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds - Bull Profund | Large-Cap Core | 6,637 | Sold Some | -12,209 | -64.78 % | $90,197 | $104,931 | $14,734 | 16.33 % | $-27,104 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Phase Forward Inc |
| 2009-10-05 | 2009-09-30 | 13F-HR | Bb And T Corp | Institution | 48,560 | New Holding | 48,560 | 100 % | $652,646 | $767,734 | $115,087 | 17.63 % | $115,087 | | | | | | News Article | History of Bb And T Corp Ownership Of Phase Forward Inc |
| 2009-10-05 | 2009-09-30 | 13F-HR | Natcan Investment Management Inc | Institution | 12,600 | New Holding | 12,600 | 100 % | $169,344 | $199,206 | $29,862 | 17.63 % | $29,862 | | | | | | News Article | History of Natcan Investment Management Inc Ownership Of Phase Forward Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc - New Opportunities Fund | Small-Cap Growth | 15,832 | New Holding | 15,832 | 100 % | $224,181 | $250,304 | $26,123 | 11.65 % | $26,123 | | | | | | News Article | History of American Century Mutual Funds Inc - New Opportunities Fund Ownership Of Phase Forward Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc - New Opportunities Ii | Small-Cap Growth | 53,357 | New Holding | 53,357 | 100 % | $755,535 | $843,574 | $88,039 | 11.65 % | $88,039 | | | | | | News Article | History of American Century Mutual Funds Inc - New Opportunities Ii Ownership Of Phase Forward Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Core Equity Portfolio | International Small-Mid-Cap Value | 73,366 | Added More | 17,400 | 31.09 % | $1,038,863 | $1,159,916 | $121,054 | 11.65 % | $28,710 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Phase Forward Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio | No Data | 4,200 | New Holding | 4,200 | 100 % | $59,472 | $66,402 | $6,930 | 11.65 % | $6,930 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Phase Forward Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio | No Data | 700 | New Holding | 700 | 100 % | $9,912 | $11,067 | $1,155 | 11.65 % | $1,155 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio Ownership Of Phase Forward Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust - Ishares Morningstar Small Growth Index Fund | Small-Cap Growth | 14,107 | Added More | 2,353 | 20.01 % | $199,755 | $223,032 | $23,277 | 11.65 % | $3,882 | | | | | | News Article | History of Ishares Trust - Ishares Morningstar Small Growth Index Fund Ownership Of Phase Forward Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund - Janus Venture Fund | Small-Cap Growth | | Sold All | -154,480 | -100 % | | | | 11.65 % | $-254,892 | | | | | | News Article | History of Janus Investment Fund - Janus Venture Fund Ownership Of Phase Forward Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust - Jackson Perspective Index 5 Fund | Specialty & Misc | 397 | No Change | 0 | 0 % | $5,622 | $6,277 | $655 | 11.65 % | $0 | | | | | | News Article | History of Jnl Investors Series Trust - Jackson Perspective Index 5 Fund Ownership Of Phase Forward Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Managers Trust I - Managers Fremont Global Fund | Global Flex Port | 18,000 | Added More | 3,000 | 20.00 % | $254,880 | $284,580 | $29,700 | 11.65 % | $4,950 | | | | | | News Article | History of Managers Trust I - Managers Fremont Global Fund Ownership Of Phase Forward Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co - International Fund | International Multi-Cap Core | | Sold All | -13,703 | -100 % | | | | 11.65 % | $-22,610 | | | | | | News Article | History of Russell Investment Co - International Fund Ownership Of Phase Forward Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard Explorer Fund - Vanguard Explorer Fund | Small-Cap Growth | 334,157 | New Holding | 334,157 | 100 % | $4,731,663 | $5,283,022 | $551,359 | 11.65 % | $551,359 | | | | | | News Article | History of Vanguard Explorer Fund - Vanguard Explorer Fund Ownership Of Phase Forward Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Advisors Series Trust - Castlerock Fund | Specialty & Misc | 2,705 | New Holding | 2,705 | 100 % | $38,654 | $42,766 | $4,112 | 10.63 % | $4,112 | | | | | | News Article | History of Advisors Series Trust - Castlerock Fund Ownership Of Phase Forward Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Dryden Small Cap Core Equity Fund Inc - Dryden Small Cap Core Equity Fund Inc | Small-Cap Core | 39,300 | New Holding | 39,300 | 100 % | $561,597 | $621,333 | $59,736 | 10.63 % | $59,736 | | | | | | News Article | History of Dryden Small Cap Core Equity Fund Inc - Dryden Small Cap Core Equity Fund Inc Ownership Of Phase Forward Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Harbor Funds - Harbor Small Cap Growth Fund | Small-Cap Growth | 368,900 | Added More | 63,400 | 20.75 % | $5,271,581 | $5,832,309 | $560,728 | 10.63 % | $96,368 | | | | | | News Article | History of Harbor Funds - Harbor Small Cap Growth Fund Ownership Of Phase Forward Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Lord Abbett Securities Trust - Lord Abbett Micro Cap Growth Fund | Multi-Cap Growth | 28,101 | Sold Some | -29,290 | -51.03 % | $401,563 | $444,277 | $42,714 | 10.63 % | $-44,521 | | | | | | News Article | History of Lord Abbett Securities Trust - Lord Abbett Micro Cap Growth Fund Ownership Of Phase Forward Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Old Westbury Funds Inc - International Fund | International Multi-Cap Core | 700 | New Holding | 700 | 100 % | $10,003 | $11,067 | $1,064 | 10.63 % | $1,064 | | | | | | News Article | History of Old Westbury Funds Inc - International Fund Ownership Of Phase Forward Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Technology Fund | Science & Tech | 5,120 | New Holding | 5,120 | 100 % | $73,165 | $80,947 | $7,782 | 10.63 % | $7,782 | | | | | | News Article | History of Schwab Capital Trust - Schwab Technology Fund Ownership Of Phase Forward Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust - Direxion Daily Small Cap Bull 3x Shares | No Data | 24,263 | Sold Some | -2,328 | -8.75 % | $341,623 | $383,598 | $41,975 | 12.28 % | $-4,027 | | | | | | News Article | History of Direxion Shares Etf Trust - Direxion Daily Small Cap Bull 3x Shares Ownership Of Phase Forward Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Mtb Group Of Funds - Mtb Multi Cap Growth Fund | Multi-Cap Core | | Sold All | -650 | -100 % | | | | 12.28 % | $-1,125 | | | | | | News Article | History of Mtb Group Of Funds - Mtb Multi Cap Growth Fund Ownership Of Phase Forward Inc |
| 2009-09-17 | 2009-07-31 | N-Q | Rydex Etf Trust - Rydex Inverse Russell 2000 Etf | Specialty & Misc | 920 | New Holding | 920 | 100 % | $13,800 | $14,545 | $745 | 5.40 % | $745 | | | | | | News Article | History of Rydex Etf Trust - Rydex Inverse Russell 2000 Etf Ownership Of Phase Forward Inc |
| 2009-09-15 | 2009-06-30 | N-CSRS/A | Wilshire Mutual Funds Inc - Wilshire Small Company Growth Portfolio | Small-Cap Growth | | Sold All | -1,195 | -100 % | | | | 6.17 % | $-1,099 | | | | | | News Article | History of Wilshire Mutual Funds Inc - Wilshire Small Company Growth Portfolio Ownership Of Phase Forward Inc |
| 2009-09-15 | 2009-03-31 | 13F-HR/A | Highbridge Capital Management Llc | Institution | 20,787 | New Holding | 20,787 | 100 % | $309,518 | $328,642 | $19,124 | 6.17 % | $19,124 | | | | | | News Article | History of Highbridge Capital Management Llc Ownership Of Phase Forward Inc |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 2,689,470 | Added More | 196,743 | 7.89 % | $38,082,895 | $42,520,521 | $4,437,626 | 11.65 % | $324,626 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Phase Forward Inc |
| 2009-09-09 | 2009-06-30 | N-CSRS | Penn Series Funds Inc - Small Cap Growth Fund | Small-Cap Growth | 46,748 | Added More | 16,499 | 54.54 % | $642,785 | $739,086 | $96,301 | 14.98 % | $33,988 | | | | | | News Article | History of Penn Series Funds Inc - Small Cap Growth Fund Ownership Of Phase Forward Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust - Azl Lmp Small Cap Growth Fund | Small-Cap Growth | 10,110 | Sold Some | -13,940 | -57.96 % | $136,182 | $159,839 | $23,657 | 17.37 % | $-32,620 | | | | | | News Article | History of Allianz Variable Insurance Products Trust - Azl Lmp Small Cap Growth Fund Ownership Of Phase Forward Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust - Azl Occ Opportunity Fund | Specialty & Misc | 86,238 | Added More | 4,518 | 5.52 % | $1,161,626 | $1,363,423 | $201,797 | 17.37 % | $10,572 | | | | | | News Article | History of Allianz Variable Insurance Products Trust - Azl Occ Opportunity Fund Ownership Of Phase Forward Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust - Azl Small Cap Stock Index Fund | Small-Cap Core | 20,052 | Added More | 4,257 | 26.95 % | $270,100 | $317,022 | $46,922 | 17.37 % | $9,961 | | | | | | News Article | History of Allianz Variable Insurance Products Trust - Azl Small Cap Stock Index Fund Ownership Of Phase Forward Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Kalmar Pooled Investment Trust - Kalmar Growth With Value Small Cap Fund | Small-Cap Growth | 204,550 | No Change | 0 | 0 % | $2,755,289 | $3,233,936 | $478,647 | 17.37 % | $0 | | | | | | News Article | History of Kalmar Pooled Investment Trust - Kalmar Growth With Value Small Cap Fund Ownership Of Phase Forward Inc |
| 2009-09-08 | 2009-06-30 | N-CSR | Revenueshares Etf Trust - Revenueshares Small Cap Fund | Small-Cap Core | 511 | Added More | 288 | 129.14 % | $6,883 | $8,079 | $1,196 | 17.37 % | $674 | | | | | | News Article | History of Revenueshares Etf Trust - Revenueshares Small Cap Fund Ownership Of Phase Forward Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Series Funds - Banking Fund | Financial Services | 82,343 | Added More | 80,970 | 5897.30 % | $1,109,160 | $1,301,843 | $192,683 | 17.37 % | $189,470 | | | | | | News Article | History of Rydex Series Funds - Banking Fund Ownership Of Phase Forward Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Biotechnology Fund | Health/Biotech | 29,650 | Added More | 29,300 | 8371.42 % | $399,386 | $468,767 | $69,381 | 17.37 % | $68,562 | | | | | | News Article | History of Rydex Variable Trust - Biotechnology Fund Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust - Emerging Small Company Trust | Emerging Markets | 50,250 | Added More | 17,080 | 51.49 % | $672,848 | $794,453 | $121,605 | 18.07 % | $41,334 | | | | | | News Article | History of John Hancock Trust - Emerging Small Company Trust Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust - Growth Trust | Multi-Cap Growth | 15,637 | New Holding | 15,637 | 100 % | $209,379 | $247,221 | $37,842 | 18.07 % | $37,842 | | | | | | News Article | History of John Hancock Trust - Growth Trust Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Advanced Series Trust - Ast Federated Aggressive Growth Portfolio | Multi-Cap Growth | 126,300 | Added More | 20,000 | 18.81 % | $1,691,157 | $1,996,803 | $305,646 | 18.07 % | $48,400 | | | | | | News Article | History of Advanced Series Trust - Ast Federated Aggressive Growth Portfolio Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio | Small-Cap Growth | 35,180 | Sold Some | -26,364 | -42.83 % | $471,060 | $556,196 | $85,136 | 18.07 % | $-63,801 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Blackrock Global Smallcap Fund Inc - Blackrock Global Smallcap Fund Inc | Small-Cap Core | | Sold All | -26,600 | -100 % | | | | 18.07 % | $-64,372 | | | | | | News Article | History of Blackrock Global Smallcap Fund Inc - Blackrock Global Smallcap Fund Inc Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio | Small-Cap Growth | 28,910 | Added More | 5,200 | 21.93 % | $387,105 | $457,067 | $69,962 | 18.07 % | $12,584 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Value Portfolio | Multi-Cap Value | 7,840 | New Holding | 7,840 | 100 % | $104,978 | $123,950 | $18,973 | 18.07 % | $18,973 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Value Portfolio Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqbond Index Portfolio | Specialty & Misc | 95,150 | Added More | 35,150 | 58.58 % | $1,274,059 | $1,504,322 | $230,263 | 18.07 % | $85,063 | | | | | | News Article | History of Eq Advisors Trust - Eqbond Index Portfolio Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Forward Funds - Forward Legato Fund | Small-Cap Core | | Sold All | -59,688 | -100 % | | | | 18.07 % | $-144,445 | | | | | | News Article | History of Forward Funds - Forward Legato Fund Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Frontegra Funds Inc - Frontegra Ironbridge Small Cap Fund | Small-Cap Core | | Sold All | -102,565 | -100 % | | | | 18.07 % | $-248,207 | | | | | | News Article | History of Frontegra Funds Inc - Frontegra Ironbridge Small Cap Fund Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Frontegra Funds Inc - Frontegra Ironbridge Smid Fund | Mid-Cap Core | | Sold All | -110,102 | -100 % | | | | 18.07 % | $-266,447 | | | | | | News Article | History of Frontegra Funds Inc - Frontegra Ironbridge Smid Fund Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Massmutual Select Funds - Massmutual Select Small Company Growth Fund | Small-Cap Growth | 6,050 | Added More | 860 | 16.57 % | $81,010 | $95,651 | $14,641 | 18.07 % | $2,081 | | | | | | News Article | History of Massmutual Select Funds - Massmutual Select Small Company Growth Fund Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Bull Profund | Large-Cap Core | 18,846 | Added More | 12,911 | 217.54 % | $252,348 | $297,955 | $45,607 | 18.07 % | $31,245 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Phase Forward Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds - Vanguard Institutional Index Fund | Specialty & Misc | 39,950 | New Holding | 39,950 | 100 % | $534,931 | $631,610 | $96,679 | 18.07 % | $96,679 | | | | | | News Article | History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Phase Forward Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Jnl Variable Fund Llc - Jnlmcm Select Small-Cap Fund | No Data | | Sold All | -101 | -100 % | | | | 18.42 % | $-248 | | | | | | News Article | History of Jnl Variable Fund Llc - Jnlmcm Select Small-Cap Fund Ownership Of Phase Forward Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mainstay Vp Series Fund Inc - Vp Developing Growth Portfolio | Multi-Cap Growth | | Sold All | -28,196 | -100 % | | | | 18.42 % | $-69,362 | | | | | | News Article | History of Mainstay Vp Series Fund Inc - Vp Developing Growth Portfolio Ownership Of Phase Forward Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund - Mml Small Cap Index Fund | Small-Cap Core | 4,491 | No Change | 0 | 0 % | $59,955 | $71,003 | $11,048 | 18.42 % | $0 | | | | | | News Article | History of Mml Series Investment Fund - Mml Small Cap Index Fund Ownership Of Phase Forward Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Oberweis Funds - Oberweis Emerging Growth Fund | Small-Cap Growth | 53,200 | New Holding | 53,200 | 100 % | $710,220 | $841,092 | $130,872 | 18.42 % | $130,872 | | | | | | News Article | History of Oberweis Funds - Oberweis Emerging Growth Fund Ownership Of Phase Forward Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ohio National Fund Inc - Small Cap Growth Portfolio | Small-Cap Growth | | Sold All | -2,805 | -100 % | | | | 18.42 % | $-6,900 | | | | | | News Article | History of Ohio National Fund Inc - Small Cap Growth Portfolio Ownership Of Phase Forward Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Pd Small-Cap Growth Index Portfolio | No Data | 737 | No Compare | | | $9,839 | $11,652 | $1,813 | 18.42 % | | | | | | | News Article | History of Pacific Select Fund - Pd Small-Cap Growth Index Portfolio Ownership Of Phase Forward Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Small-Cap Index Portfolio | No Data | 22,895 | Sold Some | -200 | -0.86 % | $305,648 | $361,970 | $56,322 | 18.42 % | $-492 | | | | | | News Article | History of Pacific Select Fund - Small-Cap Index Portfolio Ownership Of Phase Forward Inc |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Spdr Dividend Etf | Specialty & Misc | 10,014 | Added More | 511 | 5.37 % | $133,687 | $158,321 | $24,634 | 18.42 % | $1,257 | | | | | | News Article | History of Streettracks Series Trust - Spdr Dividend Etf Ownership Of Phase Forward Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 1,198 | Sold Some | -1,116 | -48.22 % | $15,850 | $18,940 | $3,091 | 19.50 % | $-2,879 | | | | | | News Article | History of Amvescap Plc Ownership Of Phase Forward Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Fmr Corp | Institution | | Sold All | -1,500 | -100 % | | | | 19.50 % | $-3,870 | | | | | | News Article | History of Fmr Corp Ownership Of Phase Forward Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Needham Funds Inc - Needham Small Cap Growth Fund | Small-Cap Growth | 10,000 | New Holding | 10,000 | 100 % | $132,300 | $158,100 | $25,800 | 19.50 % | $25,800 | | | | | | News Article | History of Needham Funds Inc - Needham Small Cap Growth Fund Ownership Of Phase Forward Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Rs Investment Trust - Rs Diversified Growth Fund | Multi-Cap Growth | 202,456 | Added More | 117,782 | 139.10 % | $2,678,493 | $3,200,829 | $522,336 | 19.50 % | $303,878 | | | | | | News Article | History of Rs Investment Trust - Rs Diversified Growth Fund Ownership Of Phase Forward Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Northern Lights Fund Trust - Biondo Fund | Health/Biotech | | Sold All | -1,880 | -100 % | | | | 22.93 % | $-5,546 | | | | | | News Article | History of Northern Lights Fund Trust - Biondo Fund Ownership Of Phase Forward Inc |
| 2009-08-31 | 2009-06-30 | N-CSRS | Tiaa Cref Life Fund - Stock Index Fund | Specialty & Misc | 640 | No Change | 0 | 0 % | $8,230 | $10,118 | $1,888 | 22.93 % | $0 | | | | | | News Article | History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Phase Forward Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Smallcap Earnings Fund | Small-Cap Core | 1,837 | Added More | 679 | 58.63 % | $23,624 | $29,043 | $5,419 | 22.93 % | $2,003 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Smallcap Earnings Fund Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-CSR | Allianz Funds - Occ Value | Large-Cap Value | 139,075 | Added More | 4,135 | 3.06 % | $1,789,895 | $2,198,776 | $408,881 | 22.84 % | $12,157 | | | | | | News Article | History of Allianz Funds - Occ Value Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Evergreen Equity Trust De - Evergreen Growth Fund | Multi-Cap Growth | 204,700 | New Holding | 204,700 | 100 % | $2,634,489 | $3,236,307 | $601,818 | 22.84 % | $601,818 | | | | | | News Article | History of Evergreen Equity Trust De - Evergreen Growth Fund Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Growth Index Fund | Multi-Cap Growth | 305,415 | Added More | 13,666 | 4.68 % | $3,930,691 | $4,828,611 | $897,920 | 22.84 % | $40,178 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Growth Index Fund Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Index Fund | Specialty & Misc | 520,120 | Sold Some | -9,880 | -1.86 % | $6,693,944 | $8,223,097 | $1,529,153 | 22.84 % | $-29,047 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Index Fund Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Growth Index Fund | Multi-Cap Growth | 2,816 | Added More | 42 | 1.51 % | $36,242 | $44,521 | $8,279 | 22.84 % | $123 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Growth Index Fund Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Index Fund | Specialty & Misc | 12,625 | Added More | 720 | 6.04 % | $162,484 | $199,601 | $37,118 | 22.84 % | $2,117 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Loomis Sayles Funds I - Loomis Sayles Bond Fund | Specialty & Misc | | Sold All | -78,828 | -100 % | | | | 22.84 % | $-231,754 | | | | | | News Article | History of Loomis Sayles Funds I - Loomis Sayles Bond Fund Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Loomis Sayles Funds Ii - Loomis Sayles Small Cap Growth Fund | Small-Cap Growth | 69,545 | Sold Some | -9,283 | -11.77 % | $895,044 | $1,099,506 | $204,462 | 22.84 % | $-27,292 | | | | | | News Article | History of Loomis Sayles Funds Ii - Loomis Sayles Small Cap Growth Fund Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Phoenix Aberdeen Worldwide Opportunities Fund - Virtus Small-Cap Growth Fund | No Data | 38,000 | New Holding | 38,000 | 100 % | $489,060 | $600,780 | $111,720 | 22.84 % | $111,720 | | | | | | News Article | History of Phoenix Aberdeen Worldwide Opportunities Fund - Virtus Small-Cap Growth Fund Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Riversource Strategy Series Inc - Riversource Small Cap Growth Fund | Small-Cap Growth | 26,200 | New Holding | 26,200 | 100 % | $337,194 | $414,222 | $77,028 | 22.84 % | $77,028 | | | | | | News Article | History of Riversource Strategy Series Inc - Riversource Small Cap Growth Fund Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Seasons Series Trust - Small Cap Portfolio | Small-Cap Core | 6,094 | New Holding | 6,094 | 100 % | $78,430 | $96,346 | $17,916 | 22.84 % | $17,916 | | | | | | News Article | History of Seasons Series Trust - Small Cap Portfolio Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Sti Classic Funds - Small Cap Growth Stock Fund | Small-Cap Growth | | Sold All | -56,653 | -100 % | | | | 22.84 % | $-166,560 | | | | | | News Article | History of Sti Classic Funds - Small Cap Growth Stock Fund Ownership Of Phase Forward Inc |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 984,310 | Sold Some | -842,255 | -46.11 % | $12,668,070 | $15,561,941 | $2,893,871 | 22.84 % | $-2,476,230 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Phase Forward Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Old Mutual Advisor Funds Ii - Old Mutual Strategic Small Company Fund | Small-Cap Core | 11,257 | New Holding | 11,257 | 100 % | $148,592 | $177,973 | $29,381 | 19.77 % | $29,381 | | | | | | News Article | History of Old Mutual Advisor Funds Ii - Old Mutual Strategic Small Company Fund Ownership Of Phase Forward Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Equity Index Fund | Specialty & Misc | 29,147 | Added More | 18,531 | 174.55 % | $384,740 | $460,814 | $76,074 | 19.77 % | $48,366 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Phase Forward Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Growth Equity Fund | Multi-Cap Growth | | Sold All | -15,428 | -100 % | | | | 19.77 % | $-40,267 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Growth Equity Fund Ownership Of Phase Forward Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Extended Market Index Fund | Mid-Cap Core | 262,605 | New Holding | 262,605 | 100 % | $3,466,386 | $4,151,785 | $685,399 | 19.77 % | $685,399 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Phase Forward Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Growth Index Fund | Large-Cap Growth | 331,069 | New Holding | 331,069 | 100 % | $4,370,111 | $5,234,201 | $864,090 | 19.77 % | $864,090 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Growth Index Fund Ownership Of Phase Forward Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Total Stock Market Index Fund | Multi-Cap Core | 410,734 | New Holding | 410,734 | 100 % | $5,421,689 | $6,493,705 | $1,072,016 | 19.77 % | $1,072,016 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Phase Forward Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 11,314 | No Change | 0 | 0 % | $149,345 | $178,874 | $29,530 | 19.77 % | $0 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Phase Forward Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 20,914 | Added More | 9,600 | 84.85 % | $276,065 | $330,650 | $54,586 | 19.77 % | $25,056 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Phase Forward Inc |
| 2009-08-26 | 2009-06-30 | N-Q | Ge Funds - Ge Value Equity Fund | Large-Cap Core | 2,986 | Sold Some | -700 | -18.99 % | $40,102 | $47,209 | $7,107 | 17.72 % | $-1,666 | | | | | | News Article | History of Ge Funds - Ge Value Equity Fund Ownership Of Phase Forward Inc |
| 2009-08-26 | 2009-06-30 | N-Q | Ge Institutional Funds - Premier Growth Equity Fund | Multi-Cap Growth | 43,210 | New Holding | 43,210 | 100 % | $580,310 | $683,150 | $102,840 | 17.72 % | $102,840 | | | | | | News Article | History of Ge Institutional Funds - Premier Growth Equity Fund Ownership Of Phase Forward Inc |
| 2009-08-24 | 2009-06-30 | N-Q | Mellon Institutional Funds Investment Trust - The Boston Company International Small Cap Fund | Small-Cap Core | | Sold All | -122,880 | -100 % | | | | 15.99 % | $-267,878 | | | | | | News Article | History of Mellon Institutional Funds Investment Trust - The Boston Company International Small Cap Fund Ownership Of Phase Forward Inc |
| 2009-08-24 | 2009-06-30 | N-Q | Mellon Institutional Funds Investment Trust - The Boston Company Small Cap Growth Fund | Small-Cap Growth | 102,240 | New Holding | 102,240 | 100 % | $1,393,531 | $1,616,414 | $222,883 | 15.99 % | $222,883 | | | | | | News Article | History of Mellon Institutional Funds Investment Trust - The Boston Company Small Cap Growth Fund Ownership Of Phase Forward Inc |
| 2009-08-21 | 2009-03-31 | 13F-HR/A | First Mercantile Trust Co | Institution | 253,242 | Sold Some | -22,198 | -8.05 % | $3,517,531 | $4,003,756 | $486,225 | 13.82 % | $-42,620 | | | | | | News Article | History of First Mercantile Trust Co Ownership Of Phase Forward Inc |
| 2009-08-21 | 2008-12-31 | 13F-HR/A | First Mercantile Trust Co | Institution | 275,440 | New Holding | 275,440 | 100 % | $3,825,862 | $4,354,706 | $528,845 | 13.82 % | $528,845 | | | | | | News Article | History of First Mercantile Trust Co Ownership Of Phase Forward Inc |
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