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Phoenix Technologies Ltd (PTEC)

Hypotheticals Contact Info Isins Cusips Symbols Summary Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-06 Country: United StatesIndustry: Computer Software

Transactions: Currently showing holdings/transactions Filed between 2009-08-08 and 2009-11-06
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-06

Hypotheticals

Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 

Contact Information

915 Murphy Ranch Road,Milpitas, Ca 95035,,United States
Phone: 408-570-1000 Fax: 408-570-1001 Website: HTTP://WWW.PHOENIX.COM

ISIN International Securities Identification Number

Unknown

CUSIP Committee on Uniform Securities Identification Procedures

719153108

Stock Symbols and Exchanges

Exchange Symbol Reuters Bloomberg Exchange Name MICR ACCR City Country Website
ptecptec ptec:us Nasdaq xnas nasdaqNew YorkUnited States WWW.NASDAQ.COM

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Owners Summary

Owners: 138Owners Buying: 66Buying Pct.: 47.82 %Owners Netrual: 22Neutral Pct.: 15.94 %Owners Selling: 47Selling Pct.: 34.05 %
Score: 3.13Brand New: 30Increase Existing: 36No Change: 22Sold Some: 26Dumped All: 21No Comparison: 3

Owners Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As Of/On Form Name
Fundclass Shares Activity Shares Change
Shares Change Pct. Hypothetical Old Value Hypothetical New Value Hypothetical Value Change
Hypothetical Return Hypothetical Results Director Ten Pct
Other Officer Officer Title History
News Article
   

Holdings/Transactions

FiledAs-Of/OnFormFullnameFund ClassSharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypotheticals Return Hypotheticals Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-062009-09-30 13F-HRChwab Charles Investment Management IncInstitution 4,700Added More60014.63 %$12,502$12,502$00.00 % $0News Article History of Chwab Charles Investment Management Inc Ownership Of Phoenix Technologies Ltd
2009-11-062009-09-30 13F-HRCredit Suisse First BostonInstitution 505,057Sold Some-28,214-5.29 %$1,343,452$1,343,452$00.00 % $0News Article History of Credit Suisse First Boston Ownership Of Phoenix Technologies Ltd
2009-11-062009-09-30 13F-HRHartford Investment Management CoInstitution 7,000New Holding7,000100 %$18,620$18,620$00.00 % $0News Article History of Hartford Investment Management Co Ownership Of Phoenix Technologies Ltd
2009-11-062009-09-30 13F-HRPnc Financial Services Group IncInstitution 200No Change00 %$532$532$00.00 % $0News Article History of Pnc Financial Services Group Inc Ownership Of Phoenix Technologies Ltd
2009-11-062009-09-30 13F-HRTeachers Advisors IncInstitution 25,853No Change00 %$68,769$68,769$00.00 % $0News Article History of Teachers Advisors Inc Ownership Of Phoenix Technologies Ltd
2009-11-062009-09-30 13F-HRTiaa Cref Investment Management LlcInstitution 166,259No Change00 %$442,249$442,249$00.00 % $0News Article History of Tiaa Cref Investment Management Llc Ownership Of Phoenix Technologies Ltd
2009-11-052009-09-30 13F-HRKopp Investment Advisors LlcInstitution 762,800Sold Some-48,095-5.93 %$2,051,932$2,029,048$-22,884-1.11 % $1,443News Article History of Kopp Investment Advisors Llc Ownership Of Phoenix Technologies Ltd
2009-11-052009-09-30 13F-HRParametric Portfolio AssociateInstitution 19,389Added More8,09171.61 %$52,156$51,575$-582-1.11 % $-243News Article History of Parametric Portfolio Associate Ownership Of Phoenix Technologies Ltd
2009-11-052009-09-30 13F-HRProshare Advisors LlcInstitution 14,198Sold Some-1,652-10.42 %$38,193$37,767$-426-1.11 % $50News Article History of Proshare Advisors Llc Ownership Of Phoenix Technologies Ltd
2009-11-052009-09-30 13F-HRRafferty Asset Management LlcInstitution 56,471No Change00 %$151,907$150,213$-1,694-1.11 % $0News Article History of Rafferty Asset Management Llc Ownership Of Phoenix Technologies Ltd
2009-11-042009-09-30 13F-HRGagnon Securities LlcInstitution 209,185Sold Some-102,290-32.84 %$537,605$556,432$18,8273.50 % $-9,206News Article History of Gagnon Securities Llc Ownership Of Phoenix Technologies Ltd
2009-11-042009-09-30 13F-HRGw Capital Management InccoInstitution 18,151Added More2,35514.90 %$46,648$48,282$1,6343.50 % $212News Article History of Gw Capital Management Incco Ownership Of Phoenix Technologies Ltd
2009-11-042009-09-30 13F-HRThomson Horstmann And Bryant IncInstitution 124,204Added More34,20438.00 %$319,204$330,383$11,1783.50 % $3,078News Article History of Thomson Horstmann And Bryant Inc Ownership Of Phoenix Technologies Ltd
2009-11-032009-09-30 13F-HRPrudential Financial IncInstitution 64,931Added More12,18923.11 %$156,484$172,716$16,23310.37 % $3,047News Article History of Prudential Financial Inc Ownership Of Phoenix Technologies Ltd
2009-11-032009-08-31 N-CSRCalifornia Investment Trust-S And P Smallcap Index FundSmall-Cap Core 1,166No Change00 %$2,810$3,102$29210.37 % $0News Article History of California Investment Trust-S And P Smallcap Index Fund Ownership Of Phoenix Technologies Ltd
2009-11-032009-08-31 N-CSRSWells Fargo Funds Trust-Money Market FundSpecialty & Misc Sold All-37,260-100 %10.37 % $-9,315News Article History of Wells Fargo Funds Trust-Money Market Fund Ownership Of Phoenix Technologies Ltd
2009-11-022009-08-31 N-CSRSFidelity Select Portfolios-Industrials PortfolioSpecialty & Misc Sold All-328,847-100 %10.83 % $-85,500News Article History of Fidelity Select Portfolios-Industrials Portfolio Ownership Of Phoenix Technologies Ltd
2009-11-022009-08-31 N-CSRSFidelity Select Portfolios-Software And Computer Services PortfolioSpecialty & Misc 328,847New Holding328,847100 %$789,233$874,733$85,50010.83 % $85,500News Article History of Fidelity Select Portfolios-Software And Computer Services Portfolio Ownership Of Phoenix Technologies Ltd
2009-11-022009-08-31 N-CSRSFidelity Select Portfolios-Technology PortfolioScience & Tech 79,800No Change00 %$191,520$212,268$20,74810.83 % $0News Article History of Fidelity Select Portfolios-Technology Portfolio Ownership Of Phoenix Technologies Ltd
2009-10-302009-09-30 13F-HROxford Asset ManagementInstitution 20,920New Holding20,920100 %$48,953$55,647$6,69413.67 % $6,694News Article History of Oxford Asset Management Ownership Of Phoenix Technologies Ltd
2009-10-302009-09-30 13F-HRTexas Permanent School FundInstitution 56,234Added More9,01519.09 %$131,588$149,582$17,99513.67 % $2,885News Article History of Texas Permanent School Fund Ownership Of Phoenix Technologies Ltd
2009-10-302009-08-31 N-QFidelity Advisor Series I-Growth Opportunities FundLarge-Cap Core Sold All-12,367-100 %13.67 % $-3,957News Article History of Fidelity Advisor Series I-Growth Opportunities Fund Ownership Of Phoenix Technologies Ltd
2009-10-302009-08-31 N-QFidelity Commonwealth Trust-Fidelity Nasdaq Composite Index Tracking StockSpecialty & Misc 1,200No Compare$2,808$3,192$38413.67 % News Article History of Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index Tracking Stock Ownership Of Phoenix Technologies Ltd
2009-10-292009-09-30 13F-HRBurnham Asset Management CorpInstitution 208,700Sold Some-9,774-4.47 %$442,444$555,142$112,69825.47 % $-5,278News Article History of Burnham Asset Management Corp Ownership Of Phoenix Technologies Ltd
2009-10-292009-09-30 13F-HRDimensional Fund Advisors IncInstitution 595,809Added More13,6822.35 %$1,263,115$1,584,852$321,73725.47 % $7,388News Article History of Dimensional Fund Advisors Inc Ownership Of Phoenix Technologies Ltd
2009-10-292009-08-31 N-QUsaa Mutual Funds Trust-Cornerstone Strategy FundSpecialty & Misc Sold All-1,621-100 %25.47 % $-875News Article History of Usaa Mutual Funds Trust-Cornerstone Strategy Fund Ownership Of Phoenix Technologies Ltd
2009-10-292009-08-31 N-QValic Co I-Asset Allocation FundSpecialty & Misc 330New Holding330100 %$700$878$17825.47 % $178News Article History of Valic Co I-Asset Allocation Fund Ownership Of Phoenix Technologies Ltd
2009-10-292009-08-31 N-QValic Co I-Small Cap Index FundSmall-Cap Core 28,346New Holding28,346100 %$60,094$75,400$15,30725.47 % $15,307News Article History of Valic Co I-Small Cap Index Fund Ownership Of Phoenix Technologies Ltd
2009-10-282009-08-31 N-QBrazos Mutual Funds-Brazos Micro Cap PortfolioSmall-Cap Growth 221,500New Holding221,500100 %$471,795$589,190$117,39524.88 % $117,395News Article History of Brazos Mutual Funds-Brazos Micro Cap Portfolio Ownership Of Phoenix Technologies Ltd
2009-10-222009-09-30 13F-HRBlackrock IncNo Data Sold All-6,887-100 %9.91 % $-1,653News Article History of Blackrock Inc Ownership Of Phoenix Technologies Ltd
2009-10-092009-07-31 N-CSRFirst Trust Exchange-Traded Alphadex Fund-First Trust Small Cap Core Alphadex FundSmall-Cap Core 2,079New Holding2,079100 %$6,944$5,530$-1,414-20.35 % $-1,414News Article History of First Trust Exchange-Traded Alphadex Fund-First Trust Small Cap Core Alphadex Fund Ownership Of Phoenix Technologies Ltd
2009-10-072009-07-31 N-CSRFidelity Advisor Series Vii-Fidelity Advisor Technology FundScience & Tech 62,000Added More31,000100.00 %$203,360$164,920$-38,440-18.90 % $-19,220News Article History of Fidelity Advisor Series Vii-Fidelity Advisor Technology Fund Ownership Of Phoenix Technologies Ltd
2009-10-072009-07-31 N-CSRProfunds-Bull ProfundLarge-Cap Core 3,474Sold Some-9,882-73.98 %$11,395$9,241$-2,154-18.90 % $6,127News Article History of Profunds-Bull Profund Ownership Of Phoenix Technologies Ltd
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc-International Core Equity PortfolioInternational Small-Mid-Cap Value 30,064No Change00 %$111,537$79,970$-31,567-28.30 % $0News Article History of Dfa Investment Dimensions Group Inc-International Core Equity Portfolio Ownership Of Phoenix Technologies Ltd
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc-International Vector Equity PortfolioNo Data 6,909No Change00 %$25,632$18,378$-7,254-28.30 % $0News Article History of Dfa Investment Dimensions Group Inc-International Vector Equity Portfolio Ownership Of Phoenix Technologies Ltd
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc-Us Sustainability Core 1 PortfolioNo Data 300No Change00 %$1,113$798$-315-28.30 % $0News Article History of Dfa Investment Dimensions Group Inc-Us Sustainability Core 1 Portfolio Ownership Of Phoenix Technologies Ltd
2009-09-292009-07-31 N-QDfa Investment Trust Co-International Value SerieMulti-Cap Value 200No Change00 %$742$532$-210-28.30 % $0News Article History of Dfa Investment Trust Co-International Value Serie Ownership Of Phoenix Technologies Ltd
2009-09-292009-07-31 N-QFidelity Capital Trust-Fidelity Small Cap Independence FundSmall-Cap Core Sold All-2,203,200-100 %-28.30 % $2,313,360News Article History of Fidelity Capital Trust-Fidelity Small Cap Independence Fund Ownership Of Phoenix Technologies Ltd
2009-09-282009-07-31 N-QMassmutual Premier Funds-Massmutual Premier Main Street Small Cap FundSmall-Cap Core Sold All-480-100 %-29.25 % $528News Article History of Massmutual Premier Funds-Massmutual Premier Main Street Small Cap Fund Ownership Of Phoenix Technologies Ltd
2009-09-282009-07-31 N-QMassmutual Premier Funds-Massmutual Premier Small Company Opportunities FundSmall-Cap Core Sold All-1,000-100 %-29.25 % $1,100News Article History of Massmutual Premier Funds-Massmutual Premier Small Company Opportunities Fund Ownership Of Phoenix Technologies Ltd
2009-09-282009-07-31 N-QOld Westbury Funds Inc-International FundInternational Multi-Cap Core 8,617No Change00 %$32,400$22,921$-9,479-29.25 % $0News Article History of Old Westbury Funds Inc-International Fund Ownership Of Phoenix Technologies Ltd
2009-09-282009-07-31 N-QPowershares Exchange Traded Fund Trust-Powershares Dynamic Small Cap Growth PortfolioSmall-Cap Growth 480New Holding480100 %$1,805$1,277$-528-29.25 % $-528News Article History of Powershares Exchange Traded Fund Trust-Powershares Dynamic Small Cap Growth Portfolio Ownership Of Phoenix Technologies Ltd
2009-09-252009-07-31 N-QDirexion Shares Etf Trust-Direxion Daily Small Cap Bull 3x SharesNo Data 47,847Added More23,90899.87 %$177,991$127,273$-50,718-28.49 % $-25,342News Article History of Direxion Shares Etf Trust-Direxion Daily Small Cap Bull 3x Shares Ownership Of Phoenix Technologies Ltd
2009-09-172009-07-31 N-QRydex Etf Trust-Rydex Inverse Russell 2000 EtfSpecialty & Misc 620New Holding620100 %$2,523$1,649$-874-34.64 % $-874News Article History of Rydex Etf Trust-Rydex Inverse Russell 2000 Etf Ownership Of Phoenix Technologies Ltd
2009-09-152009-06-30 N-CSRS/AWilshire Mutual Funds Inc-Wilshire Small Company Growth PortfolioSmall-Cap Growth Sold All-1,220-100 %-32.14 % $1,537News Article History of Wilshire Mutual Funds Inc-Wilshire Small Company Growth Portfolio Ownership Of Phoenix Technologies Ltd
2009-09-152009-06-30 N-CSRS/AWilshire Mutual Funds Inc-Wilshire Small Company Value PortfolioSmall-Cap Value Sold All-1,910-100 %-32.14 % $2,407News Article History of Wilshire Mutual Funds Inc-Wilshire Small Company Value Portfolio Ownership Of Phoenix Technologies Ltd
2009-09-082009-06-30 N-CSRRevenueshares Etf Trust-Revenueshares Small Cap FundSmall-Cap Core 740Added More414126.99 %$2,797$1,968$-829-29.62 % $-464News Article History of Revenueshares Etf Trust-Revenueshares Small Cap Fund Ownership Of Phoenix Technologies Ltd
2009-09-082009-06-30 N-CSRSRydex Series Funds-Banking FundFinancial Services 780Sold Some-150-16.12 %$2,948$2,075$-874-29.62 % $168News Article History of Rydex Series Funds-Banking Fund Ownership Of Phoenix Technologies Ltd
2009-09-082009-06-30 N-CSRSRydex Variable Trust-Biotechnology FundHealth/Biotech 374Added More14059.82 %$1,414$995$-419-29.62 % $-157News Article History of Rydex Variable Trust-Biotechnology Fund Ownership Of Phoenix Technologies Ltd
2009-09-042009-06-30 N-CSRSAxa Premier Vip Trust-Multimanager Small Cap Growth PortfolioSmall-Cap Growth 16,000Sold Some-7,600-32.20 %$57,440$42,560$-14,880-25.90 % $7,068News Article History of Axa Premier Vip Trust-Multimanager Small Cap Growth Portfolio Ownership Of Phoenix Technologies Ltd
2009-09-042009-06-30 N-CSRBridgeway Funds Inc-Balanced FundMixed-Asset Target Allocation Moderate 229,200New Holding229,200100 %$822,828$609,672$-213,156-25.90 % $-213,156News Article History of Bridgeway Funds Inc-Balanced Fund Ownership Of Phoenix Technologies Ltd
2009-09-042009-06-30 N-CSRSEq Advisors Trust-Eqalliancebernstein Small Cap Growth PortfolioSmall-Cap Growth 1,800No Change00 %$6,462$4,788$-1,674-25.90 % $0News Article History of Eq Advisors Trust-Eqalliancebernstein Small Cap Growth Portfolio Ownership Of Phoenix Technologies Ltd
2009-09-042009-06-30 N-CSRSEq Advisors Trust-Eqalliancebernstein Value PortfolioMulti-Cap Value 5,240New Holding5,240100 %$18,812$13,938$-4,873-25.90 % $-4,873News Article History of Eq Advisors Trust-Eqalliancebernstein Value Portfolio Ownership Of Phoenix Technologies Ltd
2009-09-042009-06-30 N-CSRSEq Advisors Trust-Eqbond Index PortfolioSpecialty & Misc 7,010Added More2103.08 %$25,166$18,647$-6,519-25.90 % $-195News Article History of Eq Advisors Trust-Eqbond Index Portfolio Ownership Of Phoenix Technologies Ltd
2009-09-042009-06-30 N-CSRSProfunds-Bull ProfundLarge-Cap Core 13,356Added More11,087488.62 %$47,948$35,527$-12,421-25.90 % $-10,311News Article History of Profunds-Bull Profund Ownership Of Phoenix Technologies Ltd
2009-09-042009-06-30 N-CSRSUn Capital Advisers Trust-Sc Oppenheimer Main Street Small Cap FundSmall-Cap Core 340Sold Some-560-62.22 %$1,221$904$-316-25.90 % $521News Article History of Un Capital Advisers Trust-Sc Oppenheimer Main Street Small Cap Fund Ownership Of Phoenix Technologies Ltd
2009-09-042009-06-30 N-CSRSVanguard Institutional Index Funds-Vanguard Institutional Index FundSpecialty & Misc 10,207New Holding10,207100 %$36,643$27,151$-9,493-25.90 % $-9,493News Article History of Vanguard Institutional Index Funds-Vanguard Institutional Index Fund Ownership Of Phoenix Technologies Ltd
2009-09-032009-06-30 N-CSRSMml Series Investment Fund Ii-Mml Small Cap Equity FundSmall-Cap Core 380Sold Some-60-13.63 %$1,387$1,011$-376-27.12 % $59News Article History of Mml Series Investment Fund Ii-Mml Small Cap Equity Fund Ownership Of Phoenix Technologies Ltd
2009-09-032009-06-30 N-CSRSMml Series Investment Fund-Mml Small Cap Index FundSmall-Cap Core 2,928No Change00 %$10,687$7,788$-2,899-27.12 % $0News Article History of Mml Series Investment Fund-Mml Small Cap Index Fund Ownership Of Phoenix Technologies Ltd
2009-09-032009-06-30 N-CSRSPacific Select Fund-Pd Small-Cap Growth Index PortfolioNo Data 570No Compare$2,081$1,516$-564-27.12 % News Article History of Pacific Select Fund-Pd Small-Cap Growth Index Portfolio Ownership Of Phoenix Technologies Ltd
2009-09-032009-06-30 N-CSRSPacific Select Fund-Small-Cap Index PortfolioNo Data 15,100Added More3,30027.96 %$55,115$40,166$-14,949-27.12 % $-3,267News Article History of Pacific Select Fund-Small-Cap Index Portfolio Ownership Of Phoenix Technologies Ltd
2009-08-312009-06-30 N-QFidelity Central Investment Portfolios Llc-Fidelity UtilitieUtility Sold All-61,000-100 %-26.72 % $59,170News Article History of Fidelity Central Investment Portfolios Llc-Fidelity Utilitie Ownership Of Phoenix Technologies Ltd
2009-08-312009-06-30 N-QNorthern Lights Fund Trust-Biondo FundHealth/Biotech Sold All-1,890-100 %-26.72 % $1,833News Article History of Northern Lights Fund Trust-Biondo Fund Ownership Of Phoenix Technologies Ltd
2009-08-312009-06-30 N-CSRSTiaa Cref Life Fund-Stock Index FundSpecialty & Misc 306No Change00 %$1,111$814$-297-26.72 % $0News Article History of Tiaa Cref Life Fund-Stock Index Fund Ownership Of Phoenix Technologies Ltd
2009-08-282009-06-30 N-QEasons Series Trust-Small Cap PortfolioSmall-Cap Core 4,111New Holding4,111100 %$16,280$10,935$-5,344-32.82 % $-5,344News Article History of Easons Series Trust-Small Cap Portfolio Ownership Of Phoenix Technologies Ltd
2009-08-282009-06-30 N-QIshares Trust-Ishares Russell 2000 Growth Index FundMulti-Cap Growth 208,798Added More24,41313.24 %$826,840$555,403$-271,437-32.82 % $-31,737News Article History of Ishares Trust-Ishares Russell 2000 Growth Index Fund Ownership Of Phoenix Technologies Ltd
2009-08-282009-06-30 N-QIshares Trust-Ishares Russell 2000 Index FundSpecialty & Misc 356,198Added More9,2052.65 %$1,410,544$947,487$-463,057-32.82 % $-11,967News Article History of Ishares Trust-Ishares Russell 2000 Index Fund Ownership Of Phoenix Technologies Ltd
2009-08-282009-06-30 N-QIshares Trust-Ishares Russell 3000 Growth Index FundMulti-Cap Growth 1,618Sold Some-189-10.45 %$6,407$4,304$-2,103-32.82 % $246News Article History of Ishares Trust-Ishares Russell 3000 Growth Index Fund Ownership Of Phoenix Technologies Ltd
2009-08-282009-06-30 N-QIshares Trust-Ishares Russell 3000 Index FundSpecialty & Misc 7,470Added More4205.95 %$29,581$19,870$-9,711-32.82 % $-546News Article History of Ishares Trust-Ishares Russell 3000 Index Fund Ownership Of Phoenix Technologies Ltd
2009-08-282009-06-30 N-QIshares Trust-Ishares Russell Microcap Index FundSpecialty & Misc 46,152Added More11,65633.78 %$182,762$122,764$-59,998-32.82 % $-15,153News Article History of Ishares Trust-Ishares Russell Microcap Index Fund Ownership Of Phoenix Technologies Ltd
2009-08-282009-06-30 N-CSRSVariable Insurance Products Iii-Balanced PortfolioFlexible Portfolio 11,701Sold Some-400-3.30 %$46,336$31,125$-15,211-32.82 % $520News Article History of Variable Insurance Products Iii-Balanced Portfolio Ownership Of Phoenix Technologies Ltd
2009-08-272009-06-30 N-QTiaa Cref Institutional Mutual Funds-Equity Index FundSpecialty & Misc 20,848Added More14,146211.07 %$78,597$55,456$-23,141-29.44 % $-15,702News Article History of Tiaa Cref Institutional Mutual Funds-Equity Index Fund Ownership Of Phoenix Technologies Ltd
2009-08-272009-06-30 N-QTiaa Cref Institutional Mutual Funds-Growth Equity FundMulti-Cap Growth Sold All-12,419-100 %-29.44 % $13,785News Article History of Tiaa Cref Institutional Mutual Funds-Growth Equity Fund Ownership Of Phoenix Technologies Ltd
2009-08-272009-06-30 N-CSRSVanguard Index Funds-Vanguard Extended Market Index FundMid-Cap Core 177,729New Holding177,729100 %$670,038$472,759$-197,279-29.44 % $-197,279News Article History of Vanguard Index Funds-Vanguard Extended Market Index Fund Ownership Of Phoenix Technologies Ltd
2009-08-272009-06-30 N-CSRSVanguard Index Funds-Vanguard Total Stock Market Index FundMulti-Cap Core 201,905New Holding201,905100 %$761,182$537,067$-224,115-29.44 % $-224,115News Article History of Vanguard Index Funds-Vanguard Total Stock Market Index Fund Ownership Of Phoenix Technologies Ltd
2009-08-272009-06-30 N-QWells Fargo Master Trust-Index PortfolioSpecialty & Misc 18,595Sold Some-35-0.18 %$70,103$49,463$-20,640-29.44 % $39News Article History of Wells Fargo Master Trust-Index Portfolio Ownership Of Phoenix Technologies Ltd
2009-08-272008-06-30 N-CSRSVanguard Balanced Index Funds-Vanguard Balanced Index FundMixed-Asset Target Allocation Growth 13,797Added More5,60068.31 %$52,015$36,700$-15,315-29.44 % $-6,216News Article History of Vanguard Balanced Index Funds-Vanguard Balanced Index Fund Ownership Of Phoenix Technologies Ltd
2009-08-272008-06-30 N-CSRSVanguard Balanced Index Funds-Vanguard Balanced Index FundMixed-Asset Target Allocation Growth 8,197No Change00 %$30,903$21,804$-9,099-29.44 % $0News Article History of Vanguard Balanced Index Funds-Vanguard Balanced Index Fund Ownership Of Phoenix Technologies Ltd
2009-08-242009-06-30 N-CSRSOppenheimer Variable Account Funds-Oppenheimer Main Street FundvaSpecialty & Misc 1,800New Holding1,800100 %$6,498$4,788$-1,710-26.31 % $-1,710News Article History of Oppenheimer Variable Account Funds-Oppenheimer Main Street Fundva Ownership Of Phoenix Technologies Ltd
2009-08-212009-06-30 N-CSROppenheimer Main Street Small Cap Fund-Oppenheimer Main Street Small Cap FundSmall-Cap Core 7,660New Holding7,660100 %$26,350$20,376$-5,975-22.67 % $-5,975News Article History of Oppenheimer Main Street Small Cap Fund-Oppenheimer Main Street Small Cap Fund Ownership Of Phoenix Technologies Ltd
2009-08-182009-06-30 13F-HR/ABarclays Global Investors Uk Holdings LtdInstitution 1,991,126Added More123,8956.63 %$5,933,555$5,296,395$-637,160-10.73 % $-39,646News Article History of Barclays Global Investors Uk Holdings Ltd Ownership Of Phoenix Technologies Ltd
2009-08-182009-06-30 13F-HR/ADkr Oasis Management Company LpNo Data 161,000No Compare$479,780$428,260$-51,520-10.73 % News Article History of Dkr Oasis Management Company Lp Ownership Of Phoenix Technologies Ltd
2009-08-182009-06-30 13F-HRUs Bancorp DeInstitution 1,600No Change00 %$4,768$4,256$-512-10.73 % $0News Article History of Us Bancorp De Ownership Of Phoenix Technologies Ltd
2009-08-172009-06-30 13F-HR/AGamco Investors Inc Et AlInstitution 50,800Added More7,05016.11 %$146,812$135,128$-11,684-7.95 % $-1,622News Article History of Gamco Investors Inc Et Al Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRAlpha Equity Management LlcInstitution Sold All-15,700-100 %-8.59 % $3,925News Article History of Alpha Equity Management Llc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRAmerican International Group IncInstitution 264,727Added More236,727845.45 %$770,356$704,174$-66,182-8.59 % $-59,182News Article History of American International Group Inc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRArtis Capital Management LlcInstitution 1,720,789No Change00 %$5,007,496$4,577,299$-430,197-8.59 % $0News Article History of Artis Capital Management Llc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRAxaInstitution 9,372Added More2222.42 %$27,273$24,930$-2,343-8.59 % $-56News Article History of Axa Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRBartlett And CoInstitution 1,000No Change00 %$2,910$2,660$-250-8.59 % $0News Article History of Bartlett And Co Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRBridgeway Capital Management IncInstitution 238,700No Change00 %$694,617$634,942$-59,675-8.59 % $0News Article History of Bridgeway Capital Management Inc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRBrookside Capital Management LlcInstitution 3,130,000Added More520,00019.92 %$9,108,300$8,325,800$-782,500-8.59 % $-130,000News Article History of Brookside Capital Management Llc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRChilton Investment Co LlcInstitution Sold All-77,573-100 %-8.59 % $19,393News Article History of Chilton Investment Co Llc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRCitigroup IncInstitution 14,159New Holding14,159100 %$41,203$37,663$-3,540-8.59 % $-3,540News Article History of Citigroup Inc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRFmr CorpInstitution 631,247Sold Some-1,213,700-65.78 %$1,836,929$1,679,117$-157,812-8.59 % $303,425News Article History of Fmr Corp Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRGeode Capital Management LlcInstitution 45,861Added More2400.52 %$133,456$121,990$-11,465-8.59 % $-60News Article History of Geode Capital Management Llc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRGoldman Sachs Group IncInstitution 84,604Added More5140.61 %$246,198$225,047$-21,151-8.59 % $-129News Article History of Goldman Sachs Group Inc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRHarber Asset Management LlcInstitution 70,100New Holding70,100100 %$203,991$186,466$-17,525-8.59 % $-17,525News Article History of Harber Asset Management Llc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRHaw D E And Co IncInstitution 54,164Sold Some-65,338-54.67 %$157,617$144,076$-13,541-8.59 % $16,335News Article History of Haw D E And Co Inc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRKbc Group NvInstitution 916No Change00 %$2,666$2,437$-229-8.59 % $0News Article History of Kbc Group Nv Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRMason Street Advisors LlcInstitution 1,745New Holding1,745100 %$5,078$4,642$-436-8.59 % $-436News Article History of Mason Street Advisors Llc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRMerrill Lynch And Co IncInstitution 5,000New Holding5,000100 %$14,550$13,300$-1,250-8.59 % $-1,250News Article History of Merrill Lynch And Co Inc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRNew York State Common Retirement FundInstitution 49,950No Change00 %$145,355$132,867$-12,488-8.59 % $0News Article History of New York State Common Retirement Fund Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRNorthern Trust CorpInstitution 368,229Added More79,35027.46 %$1,071,546$979,489$-92,057-8.59 % $-19,838News Article History of Northern Trust Corp Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HROppenheimer Funds IncInstitution 12,700Sold Some-22,290-63.70 %$36,957$33,782$-3,175-8.59 % $5,573News Article History of Oppenheimer Funds Inc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRPrice T Rowe Associates IncInstitution 2,778,700Sold Some-13,473-0.48 %$8,086,017$7,391,342$-694,675-8.59 % $3,368News Article History of Price T Rowe Associates Inc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRPrincipal Financial Group IncInstitution 104,234Added More2,5152.47 %$303,321$277,262$-26,059-8.59 % $-629News Article History of Principal Financial Group Inc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRRamius Capital Group LlcInstitution 357,000New Holding357,000100 %$1,038,870$949,620$-89,250-8.59 % $-89,250News Article History of Ramius Capital Group Llc Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRRbc Capital Markets Arbitrage S AInstitution Sold All-23,833-100 %-8.59 % $5,958News Article History of Rbc Capital Markets Arbitrage S A Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRRussell Frank CoInstitution Sold All-98,200-100 %-8.59 % $24,550News Article History of Russell Frank Co Ownership Of Phoenix Technologies Ltd
2009-08-142009-06-30 13F-HRVanguard Group IncInstitution 561,861Added More4,0560.72 %$1,635,016$1,494,550$-140,465-8.59 % $-1,014News Article History of Vanguard Group Inc Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRAmeriprise Financial IncInstitution 19,606Sold Some-13,099-40.05 %$60,779$52,152$-8,627-14.19 % $5,764News Article History of Ameriprise Financial Inc Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRBank Of New York Mellon CorpInstitution 229,922Added More16,3607.66 %$712,758$611,593$-101,166-14.19 % $-7,198News Article History of Bank Of New York Mellon Corp Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRBarclays PlcInstitution 43,933Added More4,87412.47 %$136,192$116,862$-19,331-14.19 % $-2,145News Article History of Barclays Plc Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRCaisse De Depot Et Placement Du QuebecInstitution 350,000New Holding350,000100 %$1,085,000$931,000$-154,000-14.19 % $-154,000News Article History of Caisse De Depot Et Placement Du Quebec Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRFederated Investors IncInstitution 2,560,000New Holding2,560,000100 %$7,936,000$6,809,600$-1,126,400-14.19 % $-1,126,400News Article History of Federated Investors Inc Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRIng Investment Management CoInstitution 800Sold Some-8,550-91.44 %$2,480$2,128$-352-14.19 % $3,762News Article History of Ing Investment Management Co Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRJ P Morgan Chase And CoInstitution 17,587Added More7,55375.27 %$54,520$46,781$-7,738-14.19 % $-3,323News Article History of J P Morgan Chase And Co Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRKnight Capital Group IncInstitution Sold All-16,549-100 %-14.19 % $7,282News Article History of Knight Capital Group Inc Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRMarxe Austin W And Greenhouse David MInstitution 950,000New Holding950,000100 %$2,945,000$2,527,000$-418,000-14.19 % $-418,000News Article History of Marxe Austin W And Greenhouse David M Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRRenaissance Technologies CorpInstitution 1,879,400Sold Some-109,676-5.51 %$5,826,140$4,999,204$-826,936-14.19 % $48,257News Article History of Renaissance Technologies Corp Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRUbs AgInstitution Sold All-3,659-100 %-14.19 % $1,610News Article History of Ubs Ag Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRVtl Associates LlcInstitution 1New Holding1100 %$3$3$0-14.19 % $0News Article History of Vtl Associates Llc Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRWells Fargo And CoInstitution 18,717Sold Some-3,035-13.95 %$58,023$49,787$-8,235-14.19 % $1,335News Article History of Wells Fargo And Co Ownership Of Phoenix Technologies Ltd
2009-08-132009-06-30 13F-HRWexford Capital LlcInstitution Sold All-37,900-100 %-14.19 % $16,676News Article History of Wexford Capital Llc Ownership Of Phoenix Technologies Ltd
2009-08-122009-06-30 13F-HRCredit Suisse First BostonInstitution 533,271Added More19,0813.71 %$1,615,811$1,418,501$-197,310-12.21 % $-7,060News Article History of Credit Suisse First Boston Ownership Of Phoenix Technologies Ltd
2009-08-122009-06-30 13F-HRPrescott Group Capital Management LlcInstitution 550,000New Holding550,000100 %$1,666,500$1,463,000$-203,500-12.21 % $-203,500News Article History of Prescott Group Capital Management Llc Ownership Of Phoenix Technologies Ltd
2009-08-122009-06-30 13F-HRResearch Affiliates LlcInstitution 13,126New Holding13,126100 %$39,772$34,915$-4,857-12.21 % $-4,857News Article History of Research Affiliates Llc Ownership Of Phoenix Technologies Ltd
2009-08-122009-06-30 13F-HRUsquehanna International Group LlpInstitution 2,678New Holding2,678100 %$8,114$7,123$-991-12.21 % $-991News Article History of Usquehanna International Group Llp Ownership Of Phoenix Technologies Ltd
2009-08-122009-06-30 13F-HRVirginia Retirement Systems Et AlInstitution 17,000No Change00 %$51,510$45,220$-6,290-12.21 % $0News Article History of Virginia Retirement Systems Et Al Ownership Of Phoenix Technologies Ltd
2009-08-122009-06-30 13F-HRWall Street AssociateInstitution 156,100Sold Some-233,000-59.88 %$472,983$415,226$-57,757-12.21 % $86,210News Article History of Wall Street Associate Ownership Of Phoenix Technologies Ltd
2009-08-112009-06-30 13F-HRAmvescap PlcInstitution 240Sold Some-240-50.00 %$715$638$-77-10.73 % $77News Article History of Amvescap Plc Ownership Of Phoenix Technologies Ltd
2009-08-112009-06-30 13F-HRBlackrock IncNo Data 6,887New Holding6,887100 %$20,523$18,319$-2,204-10.73 % $-2,204News Article History of Blackrock Inc Ownership Of Phoenix Technologies Ltd
2009-08-112009-06-30 13F-HRPadco Advisors Ii IncInstitution 954Added More10011.70 %$2,843$2,538$-305-10.73 % $-32News Article History of Padco Advisors Ii Inc Ownership Of Phoenix Technologies Ltd
2009-08-112009-06-30 13F-HRPadco Advisors IncInstitution 780Sold Some-636-44.91 %$2,324$2,075$-250-10.73 % $204News Article History of Padco Advisors Inc Ownership Of Phoenix Technologies Ltd
2009-08-102009-06-30 13F-HRComerica BankInstitution 54,674Added More1,3572.54 %$170,036$145,433$-24,603-14.46 % $-611News Article History of Comerica Bank Ownership Of Phoenix Technologies Ltd
2009-08-102009-06-30 13F-HRDimensional Fund Advisors IncInstitution 582,127Sold Some-1,600-0.27 %$1,810,415$1,548,458$-261,957-14.46 % $720News Article History of Dimensional Fund Advisors Inc Ownership Of Phoenix Technologies Ltd
2009-08-102009-06-30 13F-HRG Americas Securities LlcInstitution Sold All-18,143-100 %-14.46 % $8,164News Article History of G Americas Securities Llc Ownership Of Phoenix Technologies Ltd
2009-08-102009-06-30 13F-HRMfc Global Investment Management Usa LtdInstitution 30,308Sold Some-3,250-9.68 %$94,258$80,619$-13,639-14.46 % $1,463News Article History of Mfc Global Investment Management Usa Ltd Ownership Of Phoenix Technologies Ltd
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