| 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 |
|---|
| 2009-11-17 | 2009-09-30 | N-Q | Lincoln National Aggressive Growth Fund Inc - Lvip Ssga Developed International 150 Fund | No Data | 79,000 | New Holding | 79,000 | 100 % | | | | - % | | | | | | | News Article | History of Lincoln National Aggressive Growth Fund Inc - Lvip Ssga Developed International 150 Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-11-17 | 2009-09-30 | N-Q | Lincoln National Aggressive Growth Fund Inc - Lvip Ssga International Index Fund | No Data | 9,000 | New Holding | 9,000 | 100 % | | | | - % | | | | | | | News Article | History of Lincoln National Aggressive Growth Fund Inc - Lvip Ssga International Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-11-09 | 2009-08-31 | N-CSR | Ishares Inc - Msci Australia | Specialty & Misc | | Sold All | -1,898,000 | -100 % | | | | - % | | | | | | | News Article | History of Ishares Inc - Msci Australia Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-11-03 | 2009-08-31 | N-CSRS | Wells Fargo Funds Trust - Money Market Fund | Specialty & Misc | 28,000 | New Holding | 28,000 | 100 % | | | | - % | | | | | | | News Article | History of Wells Fargo Funds Trust - Money Market Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-11-02 | 2009-08-31 | N-CSRS | Wells Fargo Master Trust - Diversified Stock Portfolio | Flexible Portfolio | 28,000 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Wells Fargo Master Trust - Diversified Stock Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii - Fidelity International Enhanced Index Fund | Global Flex Port | 4,000 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Fidelity Commonwealth Trust Ii - Fidelity International Enhanced Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - International Equities Fund | International Multi-Cap Core | 31,000 | New Holding | 31,000 | 100 % | | | | - % | | | | | | | News Article | History of Valic Co I - International Equities Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-10-28 | 2009-08-31 | N-Q | American Century World Mutual Funds Inc - International Discovery Fund | International Small-Mid-Cap Growth | 1,714,000 | New Holding | 1,714,000 | 100 % | | | | - % | | | | | | | News Article | History of American Century World Mutual Funds Inc - International Discovery Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-10-28 | 2009-08-31 | N-CSRS | Fidelity Concord Street Trust - Spartan International Index Fund | Global Flex Port | 408,822 | Added More | 30,000 | 7.91 % | | | | - % | | | | | | | News Article | History of Fidelity Concord Street Trust - Spartan International Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-10-07 | 2009-07-31 | N-CSRS | Sunamerica Series Trust - International Diversified Equities Portfolio | Global Flex Port | | Sold All | -22,000 | -100 % | | | | - % | | | | | | | News Article | History of Sunamerica Series Trust - International Diversified Equities Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Core Equity Portfolio | International Small-Mid-Cap Value | 405,000 | New Holding | 405,000 | 100 % | | | | - % | | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Sustainability Core 1 Portfolio | No Data | 6,000 | No Compare | | | | | | - % | | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Sustainability Core 1 Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio | No Data | 12,000 | New Holding | 12,000 | 100 % | | | | - % | | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Large Cap International Portfolio | International Large-Cap Core | 73,000 | New Holding | 73,000 | 100 % | | | | - % | | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Large Cap International Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Va International Value Portfolio | Multi-Cap Value | 182,000 | New Holding | 182,000 | 100 % | | | | - % | | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Va International Value Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Trust Co - International Value Series | Multi-Cap Value | 384,000 | New Holding | 384,000 | 100 % | | | | - % | | | | | | | News Article | History of Dfa Investment Trust Co - International Value Series Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Dimensional Investment Group Inc - International Value Portfolio | International Multi-Cap Value | 384,000 | New Holding | 384,000 | 100 % | | | | - % | | | | | | | News Article | History of Dimensional Investment Group Inc - International Value Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Dreyfus Premier International Funds Inc - International Growth Fund | International Large-Cap Core | | Sold All | -49,900 | -100 % | | | | - % | | | | | | | News Article | History of Dreyfus Premier International Funds Inc - International Growth Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-CSR | Janus Investment Fund - Intech Risk-Managed International Fund | No Data | 1,000 | No Compare | | | | | | - % | | | | | | | News Article | History of Janus Investment Fund - Intech Risk-Managed International Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust - Jackson Perspective Index 5 Fund | Specialty & Misc | 1,000 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Jnl Investors Series Trust - Jackson Perspective Index 5 Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Morgan Stanley International Fund - None | Specialty & Misc | 12,000 | New Holding | 12,000 | 100 % | | | | - % | | | | | | | News Article | History of Morgan Stanley International Fund - None Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Target Portfolio Trust - International Equity | Global Flex Port | 73,000 | New Holding | 73,000 | 100 % | | | | - % | | | | | | | News Article | History of Target Portfolio Trust - International Equity Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard International Equity Index Funds - Vanguard Ftse All-World Ex-Us Small-Cap Index Fund | No Data | 179,000 | Added More | 22,000 | 14.01 % | | | | - % | | | | | | | News Article | History of Vanguard International Equity Index Funds - Vanguard Ftse All-World Ex-Us Small-Cap Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard International Equity Index Funds - Vanguard Pacific Stock Index Fund | Pacific Region | 1,009,274 | New Holding | 1,009,274 | 100 % | | | | - % | | | | | | | News Article | History of Vanguard International Equity Index Funds - Vanguard Pacific Stock Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard International Equity Index Funds - Vanguard Total World Stock Index Fund | No Data | 8,000 | New Holding | 8,000 | 100 % | | | | - % | | | | | | | News Article | History of Vanguard International Equity Index Funds - Vanguard Total World Stock Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-28 | 2009-07-31 | N-Q | Idex Mutual Fds - Transamerica Schroders International Small Cap | No Data | 953,000 | New Holding | 953,000 | 100 % | | | | - % | | | | | | | News Article | History of Idex Mutual Fds - Transamerica Schroders International Small Cap Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-28 | 2009-07-31 | N-Q | Jpmorgan Trust Ii - Jpmorgan International Equity Index Fund | Global Flex Port | 36 | New Holding | 36 | 100 % | | | | - % | | | | | | | News Article | History of Jpmorgan Trust Ii - Jpmorgan International Equity Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-28 | 2009-07-31 | N-Q | Old Westbury Funds Inc - International Fund | International Multi-Cap Core | 150,000 | New Holding | 150,000 | 100 % | | | | - % | | | | | | | News Article | History of Old Westbury Funds Inc - International Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange-Traded Fund Trust Ii - Powershares Ftse Rafi Japan Portfolio | Japanese | 5,000 | New Holding | 5,000 | 100 % | | | | - % | | | | | | | News Article | History of Powershares Exchange-Traded Fund Trust Ii - Powershares Ftse Rafi Japan Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Laudus International Marketmasters Fund | Global Flex Port | 130,000 | New Holding | 130,000 | 100 % | | | | - % | | | | | | | News Article | History of Schwab Capital Trust - Laudus International Marketmasters Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Fundamental International Large Company Index Fund | Large-Cap Core | 12,000 | Sold Some | -8,000 | -40.00 % | | | | - % | | | | | | | News Article | History of Schwab Capital Trust - Schwab Fundamental International Large Company Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-28 | 2009-07-31 | N-Q | Vanguard Star Funds - Vanguard Developed Markets Index Fund | International Multi-Cap Core | 171,133 | No Compare | | | | | | - % | | | | | | | News Article | History of Vanguard Star Funds - Vanguard Developed Markets Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-28 | 2009-07-31 | N-Q | Vanguard Star Funds - Vanguard Institutional Developed Markets Index Fund | Specialty & Misc | 302,593 | No Compare | | | | | | - % | | | | | | | News Article | History of Vanguard Star Funds - Vanguard Institutional Developed Markets Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-28 | 2009-07-31 | N-Q | Vanguard Star Funds - Vanguard Total International Stock Index Fund | International Multi-Cap Core | 1,081,000 | New Holding | 1,081,000 | 100 % | | | | - % | | | | | | | News Article | History of Vanguard Star Funds - Vanguard Total International Stock Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-25 | 2009-07-31 | N-Q | Advantage Funds Inc - Global Alpha Fund | Global Flex Port | 1,000 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Advantage Funds Inc - Global Alpha Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-24 | 2009-07-31 | N-Q | Dreyfus Index Funds Inc - Dreyfus International Stock Index Fund | International Multi-Cap Core | 29,000 | Sold Some | -6,000 | -17.14 % | | | | - % | | | | | | | News Article | History of Dreyfus Index Funds Inc - Dreyfus International Stock Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-24 | 2009-07-31 | N-Q | Nationwide Mutual Funds - Nationwide International Index Fund | Global Flex Port | | Sold All | -92,000 | -100 % | | | | - % | | | | | | | News Article | History of Nationwide Mutual Funds - Nationwide International Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust - Azl International Index Fund | No Data | 5,000 | No Compare | | | | | | - % | | | | | | | News Article | History of Allianz Variable Insurance Products Trust - Azl International Index Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-08 | 2009-06-30 | N-CSRS | Summit Mutual Funds Inc - Eafe International Index Portfolio | Global Flex Port | 5,121 | Added More | 663 | 14.87 % | | | | - % | | | | | | | News Article | History of Summit Mutual Funds Inc - Eafe International Index Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqinternational Growth Portfolio | Multi-Cap Growth | 11,000 | New Holding | 11,000 | 100 % | | | | - % | | | | | | | News Article | History of Eq Advisors Trust - Eqinternational Growth Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqtcw Equity Portfolio | Specialty & Misc | 54,000 | New Holding | 54,000 | 100 % | | | | - % | | | | | | | News Article | History of Eq Advisors Trust - Eqtcw Equity Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-04 | 2009-06-30 | N-CSRS | Forward Funds - Forward International Small Companies Fund | International Small-Mid-Cap Growth | 869,000 | New Holding | 869,000 | 100 % | | | | - % | | | | | | | News Article | History of Forward Funds - Forward International Small Companies Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-04 | 2009-06-30 | N-CSRS | Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio | Global Flex Port | 38,000 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-03 | 2009-06-30 | N-CSRS | Gcg Trust - Ing Multi-Manager International Small Cap Portfolio | No Data | 52,000 | New Holding | 52,000 | 100 % | | | | - % | | | | | | | News Article | History of Gcg Trust - Ing Multi-Manager International Small Cap Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Investors Trust - Ing International Portfolio | Global Flex Port | 8,000 | New Holding | 8,000 | 100 % | | | | - % | | | | | | | News Article | History of Ing Investors Trust - Ing International Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Variable Portfolios Inc - Ing International Index Portfolio | No Data | 31,000 | Added More | 6,000 | 24.00 % | | | | - % | | | | | | | News Article | History of Ing Variable Portfolios Inc - Ing International Index Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-09-01 | 2009-06-30 | N-CSR | Munder Series Trust - Munder International Equity Fund | Global Flex Port | | Sold All | -105,800 | -100 % | | | | - % | | | | | | | News Article | History of Munder Series Trust - Munder International Equity Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-08-28 | 2009-06-30 | N-Q | Seasons Series Trust - International Equity Portfolio | International Multi-Cap Core | 7,000 | New Holding | 7,000 | 100 % | | | | - % | | | | | | | News Article | History of Seasons Series Trust - International Equity Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-08-27 | 2009-06-30 | N-Q | Dws Advisor Funds - Dws Lifecycle Long Range Fund | Mixed-Asset Target Allocation Moderate | | Sold All | -2,000 | -100 % | | | | - % | | | | | | | News Article | History of Dws Advisor Funds - Dws Lifecycle Long Range Fund Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-08-27 | 2009-06-30 | N-Q | Japan Fund Inc - The Japan Fund Inc | Japanese | 46,000 | Sold Some | -51,000 | -52.57 % | | | | - % | | | | | | | News Article | History of Japan Fund Inc - The Japan Fund Inc Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-08-27 | 2009-06-30 | N-Q | Wells Fargo Master Trust - International Index Portfolio | Global Flex Port | 4,000 | New Holding | 4,000 | 100 % | | | | - % | | | | | | | News Article | History of Wells Fargo Master Trust - International Index Portfolio Ownership Of Sumitomo Heavy Industries Ltd |
| 2009-08-24 | 2009-06-30 | N-Q | Dreyfus Premier Stock Funds - International Equity Fund | Global Flex Port | | Sold All | -188,900 | -100 % | | | | - % | | | | | | | News Article | History of Dreyfus Premier Stock Funds - International Equity Fund Ownership Of Sumitomo Heavy Industries Ltd |
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