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Surewest Communications (SURW)

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

Last Activity: 2009-11-20 Country: United StatesIndustry: Telephone-Integrated

Transactions: Currently showing holdings/transactions Filed between 2009-08-22 and 2009-11-20
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-20

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

200 Vernon Street,Roseville, Ca 95678,,United States
Phone: 916-772-2000 Fax: 916-786-7170 Website: HTTP://WWW.SURW.COM

ISIN International Securities Identification Number

US8687331061

CUSIP Committee on Uniform Securities Identification Procedures

868733106

Stock Symbols and Exchanges

Exchange Symbol Reuters Bloomberg Exchange Name MICR ACCR City Country Website
surwsurw surw:us Nasdaq xnas nasdaqNew YorkUnited States WWW.NASDAQ.COM
zz9zz9.be zz9:gr Zobex zobx zobexBerlinGermany WWW.BERLINERBOERSE.DE

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Owners Summary

Owners: 96Owners Buying: 46Buying Pct.: 47.91 %Owners Netrual: 24Neutral Pct.: 25.00 %Owners Selling: 24Selling Pct.: 25.00 %
Score: 3.26Brand New: 25Increase Existing: 21No Change: 24Sold Some: 8Dumped All: 16No Comparison: 2

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
2009-11-202009-09-30 N-QBridgeway Funds Inc - Balanced FundMixed-Asset Target Allocation Moderate Sold All-64,503-100 %0.00 % $0News Article History of Bridgeway Funds Inc - Balanced Fund Ownership Of Surewest Communications
2009-11-172009-09-30 13F-HR/AAmvescap PlcInstitution 14,484Sold Some-1,414-8.89 %$139,626$128,763$-10,863-7.78 % $1,061News Article History of Amvescap Plc Ownership Of Surewest Communications
2009-11-172009-09-30 13F-HR/ACredit Suisse First BostonInstitution Sold All-16,751-100 %-7.78 % $12,563News Article History of Credit Suisse First Boston Ownership Of Surewest Communications
2009-11-172009-09-30 13F-HRWells Fargo And CoInstitution 277,823Added More3290.11 %$2,678,214$2,469,846$-208,367-7.78 % $-247News Article History of Wells Fargo And Co Ownership Of Surewest Communications
2009-11-162009-09-30 13F-HRAmerican International Group IncInstitution 11,563No Change00 %$106,726$102,795$-3,931-3.68 % $0News Article History of American International Group Inc Ownership Of Surewest Communications
2009-11-162009-09-30 13F-HRBridgeway Capital Management IncInstitution 82,203No Change00 %$758,734$730,785$-27,949-3.68 % $0News Article History of Bridgeway Capital Management Inc Ownership Of Surewest Communications
2009-11-162009-09-30 13F-HRMadison Square Investors LlcNo Data Sold All-4,269-100 %-3.68 % $1,451News Article History of Madison Square Investors Llc Ownership Of Surewest Communications
2009-11-162009-09-30 13F-HRNorthern Trust CorpInstitution 193,667Added More121,673169.00 %$1,787,546$1,721,700$-65,847-3.68 % $-41,369News Article History of Northern Trust Corp Ownership Of Surewest Communications
2009-11-162009-09-30 13F-HR/AOppenheimer Funds IncInstitution 400Added More10033.33 %$3,692$3,556$-136-3.68 % $-34News Article History of Oppenheimer Funds Inc Ownership Of Surewest Communications
2009-11-162009-09-30 13F-HRUs Bancorp DeInstitution 1,043No Change00 %$9,627$9,272$-355-3.68 % $0News Article History of Us Bancorp De Ownership Of Surewest Communications
2009-11-132009-09-30 13F-HRAmeriprise Financial IncInstitution 786No Change00 %$6,697$6,988$2914.34 % $0News Article History of Ameriprise Financial Inc Ownership Of Surewest Communications
2009-11-132009-09-30 13F-HRAxaInstitution 435,535Sold Some-15,889-3.51 %$3,710,758$3,871,906$161,1484.34 % $-5,879News Article History of Axa Ownership Of Surewest Communications
2009-11-132009-09-30 13F-HRBrandywine Asset Management LlcInstitution 125,200Sold Some-11,700-8.54 %$1,066,704$1,113,028$46,3244.34 % $-4,329News Article History of Brandywine Asset Management Llc Ownership Of Surewest Communications
2009-11-132009-09-30 13F-HRGartmore Mutual Fund Capital TrustInstitution 140New Holding140100 %$1,193$1,245$524.34 % $52News Article History of Gartmore Mutual Fund Capital Trust Ownership Of Surewest Communications
2009-11-132009-09-30 13F-HRGeode Capital Management LlcInstitution 31,334Added More3461.11 %$266,966$278,559$11,5944.34 % $128News Article History of Geode Capital Management Llc Ownership Of Surewest Communications
2009-11-132009-09-30 13F-HRGoldman Sachs Group IncInstitution 27,925Sold Some-12,406-30.76 %$237,921$248,253$10,3324.34 % $-4,590News Article History of Goldman Sachs Group Inc Ownership Of Surewest Communications
2009-11-132009-09-30 13F-HRRbc Dain Rauscher IncInstitution 2,330New Holding2,330100 %$19,852$20,714$8624.34 % $862News Article History of Rbc Dain Rauscher Inc Ownership Of Surewest Communications
2009-11-132009-09-30 13F-HRVanguard Group IncInstitution 653,163Added More36,7055.95 %$5,564,949$5,806,619$241,6704.34 % $13,581News Article History of Vanguard Group Inc Ownership Of Surewest Communications
2009-11-122009-09-30 13F-HRBank Of America CorpInstitution 10,516Added More2752.68 %$87,283$93,487$6,2047.10 % $162News Article History of Bank Of America Corp Ownership Of Surewest Communications
2009-11-122009-09-30 13F-HRBarclays Global Investors Uk Holdings LtdInstitution 968,157Added More31,9323.41 %$8,035,703$8,606,916$571,2137.10 % $18,840News Article History of Barclays Global Investors Uk Holdings Ltd Ownership Of Surewest Communications
2009-11-122009-09-30 13F-HR/AIng Investment Management CoInstitution 8,690Sold Some-6,450-42.60 %$72,127$77,254$5,1277.10 % $-3,806News Article History of Ing Investment Management Co Ownership Of Surewest Communications
2009-11-122009-09-30 13F-HRMerrill Lynch And Co IncInstitution Sold All-2,528-100 %7.10 % $-1,492News Article History of Merrill Lynch And Co Inc Ownership Of Surewest Communications
2009-11-122009-09-30 13F-HRMfc Global Investment Management Usa LtdInstitution 15,009New Holding15,009100 %$124,575$133,430$8,8557.10 % $8,855News Article History of Mfc Global Investment Management Usa Ltd Ownership Of Surewest Communications
2009-11-122009-09-30 13F-HRPadco Advisors Ii IncInstitution 486Added More265.65 %$4,034$4,321$2877.10 % $15News Article History of Padco Advisors Ii Inc Ownership Of Surewest Communications
2009-11-122009-09-30 13F-HRPadco Advisors IncInstitution 654Added More26467.69 %$5,428$5,814$3867.10 % $156News Article History of Padco Advisors Inc Ownership Of Surewest Communications
2009-11-122009-09-30 13F-HRSusquehanna International Group LlpInstitution Sold All-2,902-100 %7.10 % $-1,712News Article History of Susquehanna International Group Llp Ownership Of Surewest Communications
2009-11-122009-09-30 13F-HRTechnical Financial Services LlcInstitution Sold All-13,341-100 %7.10 % $-7,871News Article History of Technical Financial Services Llc Ownership Of Surewest Communications
2009-11-122009-09-30 13F-HRVirginia Retirement Systems Et AlInstitution 25,132No Change00 %$208,596$223,423$14,8287.10 % $0News Article History of Virginia Retirement Systems Et Al Ownership Of Surewest Communications
2009-11-122009-09-30 13F-HRVoyageur Asset Management IncInstitution 41,000No Change00 %$340,300$364,490$24,1907.10 % $0News Article History of Voyageur Asset Management Inc Ownership Of Surewest Communications
2009-11-102009-09-30 13F-HRClarivest Asset Management LlcInstitution Sold All-21,200-100 %0.67 % $-1,272News Article History of Clarivest Asset Management Llc Ownership Of Surewest Communications
2009-11-102009-09-30 13F-HRRoyce And Associates LlcInstitution 272,100Added More1000.03 %$2,402,643$2,418,969$16,3260.67 % $6News Article History of Royce And Associates Llc Ownership Of Surewest Communications
2009-11-102009-09-30 13F-HRUbs AgInstitution 1,798New Holding1,798100 %$15,876$15,984$1080.67 % $108News Article History of Ubs Ag Ownership Of Surewest Communications
2009-11-062009-09-30 13F-HRMetropolitan Life Insurance CoInstitution 13,279No Change00 %$121,901$118,050$-3,851-3.15 % $0News Article History of Metropolitan Life Insurance Co Ownership Of Surewest Communications
2009-11-062009-09-30 13F-HRSchwab Charles Investment Management IncInstitution 14,670No Change00 %$134,671$130,416$-4,254-3.15 % $0News Article History of Schwab Charles Investment Management Inc Ownership Of Surewest Communications
2009-11-062009-09-30 13F-HRTeachers Advisors IncInstitution 26,483No Change00 %$243,114$235,434$-7,680-3.15 % $0News Article History of Teachers Advisors Inc Ownership Of Surewest Communications
2009-11-062009-09-30 13F-HRTiaa Cref Investment Management LlcInstitution 154,147Added More5500.35 %$1,415,069$1,370,367$-44,703-3.15 % $-160News Article History of Tiaa Cref Investment Management Llc Ownership Of Surewest Communications
2009-11-062009-08-31 N-CSRJohn Hancock Funds Ii - Small Cap Index FundSmall-Cap Core 1,879New Holding1,879100 %$17,249$16,704$-545-3.15 % $-545News Article History of John Hancock Funds Ii - Small Cap Index Fund Ownership Of Surewest Communications
2009-11-052009-09-30 13F-HRProshare Advisors LlcInstitution Sold All-10,700-100 %-1.76 % $1,712News Article History of Proshare Advisors Llc Ownership Of Surewest Communications
2009-10-302009-08-31 N-QFidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking StockSpecialty & Misc 705No Compare$6,218$6,267$490.79 % News Article History of Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock Ownership Of Surewest Communications
2009-10-302009-08-31 N-CSRVanguard World Fund - Vanguard Telecommunication Services Index FundTelecommunication Sold All-125,957-100 %0.79 % $-8,817News Article History of Vanguard World Fund - Vanguard Telecommunication Services Index Fund Ownership Of Surewest Communications
2009-10-292009-09-30 13F-HRDimensional Fund Advisors IncInstitution 1,155,293Added More11,0150.96 %$11,448,954$10,270,555$-1,178,399-10.29 % $-11,235News Article History of Dimensional Fund Advisors Inc Ownership Of Surewest Communications
2009-10-292009-08-31 N-QValic Co I - Small Cap FundSmall-Cap Core 17,700New Holding17,700100 %$175,407$157,353$-18,054-10.29 % $-18,054News Article History of Valic Co I - Small Cap Fund Ownership Of Surewest Communications
2009-10-292009-08-31 N-QValic Co I - Small Cap Index FundSmall-Cap Core 11,563New Holding11,563100 %$114,589$102,795$-11,794-10.29 % $-11,794News Article History of Valic Co I - Small Cap Index Fund Ownership Of Surewest Communications
2009-10-282009-08-31 N-QProshares Trust - Ultra Telecommunications ProsharesTelecommunication 5,297Added More2,09065.16 %$51,381$47,090$-4,291-8.35 % $-1,693News Article History of Proshares Trust - Ultra Telecommunications Proshares Ownership Of Surewest Communications
2009-10-262009-06-30 13F-HR/AAmeriprise Financial IncInstitution 786Added More10014.57 %$8,387$6,988$-1,399-16.68 % $-178News Article History of Ameriprise Financial Inc Ownership Of Surewest Communications
2009-10-222009-09-30 13F-HRBlackrock IncNo Data Sold All-1,740-100 %-24.78 % $5,098News Article History of Blackrock Inc Ownership Of Surewest Communications
2009-10-222009-09-30 13F-HRBlackrock Investment Management LlcInstitution 23,696Sold Some-1,176-4.72 %$280,087$210,657$-69,429-24.78 % $3,446News Article History of Blackrock Investment Management Llc Ownership Of Surewest Communications
2009-10-212009-09-30 13F-HRBank Of New York Mellon CorpInstitution 59,974Sold Some-836-1.37 %$707,093$533,169$-173,925-24.59 % $2,424News Article History of Bank Of New York Mellon Corp Ownership Of Surewest Communications
2009-10-202009-09-30 13F-HRPublic Employees Retirement Association Of ColoradoInstitution 20,700No Change00 %$251,091$184,023$-67,068-26.71 % $0News Article History of Public Employees Retirement Association Of Colorado Ownership Of Surewest Communications
2009-10-152009-09-30 13F-HRPublic Employees Retirement System Of OhioInstitution 17,423No Change00 %$217,265$154,890$-62,374-28.70 % $0News Article History of Public Employees Retirement System Of Ohio Ownership Of Surewest Communications
2009-10-132009-09-30 13F-HREndex Capital Management LlcInstitution Sold All-12,973-100 %-23.62 % $35,676News Article History of Endex Capital Management Llc Ownership Of Surewest Communications
2009-10-082009-09-30 13F-HRRhumbline AdvisersInstitution 27,050Added More4501.69 %$317,297$240,475$-76,822-24.21 % $-1,278News Article History of Rhumbline Advisers Ownership Of Surewest Communications
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc - International Core Equity PortfolioInternational Small-Mid-Cap Value 26,294No Change00 %$328,938$233,754$-95,184-28.93 % $0News Article History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Surewest Communications
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc - International Vector Equity PortfolioNo Data 10,629No Change00 %$132,969$94,492$-38,477-28.93 % $0News Article History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Surewest Communications
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc - Us Sustainability Core 1 PortfolioNo Data 300No Change00 %$3,753$2,667$-1,086-28.93 % $0News Article History of Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio Ownership Of Surewest Communications
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc - Va International Value PortfolioMulti-Cap Value 4,700No Change00 %$58,797$41,783$-17,014-28.93 % $0News Article History of Dfa Investment Dimensions Group Inc - Va International Value Portfolio Ownership Of Surewest Communications
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc - Va Small Value PortfolioSmall-Cap Value 354,061No Change00 %$4,429,303$3,147,602$-1,281,701-28.93 % $0News Article History of Dfa Investment Dimensions Group Inc - Va Small Value Portfolio Ownership Of Surewest Communications
2009-09-292009-07-31 N-QDfa Investment Trust Co - International Value SeriesMulti-Cap Value 15,836No Change00 %$198,108$140,782$-57,326-28.93 % $0News Article History of Dfa Investment Trust Co - International Value Series Ownership Of Surewest Communications
2009-09-282009-07-31 N-QOld Westbury Funds Inc - International FundInternational Multi-Cap Core 7,113No Change00 %$88,913$63,235$-25,678-28.88 % $0News Article History of Old Westbury Funds Inc - International Fund Ownership Of Surewest Communications
2009-09-282009-07-31 N-QPowershares Exchange Traded Fund Trust - Powershares Dynamic Small Cap Growth PortfolioSmall-Cap Growth 11,030New Holding11,030100 %$137,875$98,057$-39,818-28.88 % $-39,818News Article History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Small Cap Growth Portfolio Ownership Of Surewest Communications
2009-09-282009-07-31 N-QSchwab Capital Trust - Schwab Technology FundScience & Tech 9,170New Holding9,170100 %$114,625$81,521$-33,104-28.88 % $-33,104News Article History of Schwab Capital Trust - Schwab Technology Fund Ownership Of Surewest Communications
2009-09-172009-07-31 N-QRydex Etf Trust - Rydex Inverse Russell 2000 EtfSpecialty & Misc 310New Holding310100 %$3,773$2,756$-1,017-26.95 % $-1,017News Article History of Rydex Etf Trust - Rydex Inverse Russell 2000 Etf Ownership Of Surewest Communications
2009-09-112009-06-30 13F-HR/ABarclays Global Investors Uk Holdings LtdInstitution 936,225Added More496,812113.06 %$11,318,960$8,323,040$-2,995,920-26.46 % $-1,589,798News Article History of Barclays Global Investors Uk Holdings Ltd Ownership Of Surewest Communications
2009-09-082009-06-30 N-CSRSRydex Series Funds - Banking FundFinancial Services 390New Holding390100 %$4,887$3,467$-1,420-29.05 % $-1,420News Article History of Rydex Series Funds - Banking Fund Ownership Of Surewest Communications
2009-09-082009-06-30 N-CSRSRydex Variable Trust - Biotechnology FundHealth/Biotech 180New Holding180100 %$2,255$1,600$-655-29.05 % $-655News Article History of Rydex Variable Trust - Biotechnology Fund Ownership Of Surewest Communications
2009-09-042009-06-30 N-CSRSAxa Premier Vip Trust - Multimanager Small Cap Value PortfolioSmall-Cap Value 17,600New Holding17,600100 %$222,640$156,464$-66,176-29.72 % $-66,176News Article History of Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio Ownership Of Surewest Communications
2009-09-042009-06-30 N-CSRBridgeway Funds Inc - Balanced FundMixed-Asset Target Allocation Moderate 64,503New Holding64,503100 %$815,963$573,432$-242,531-29.72 % $-242,531News Article History of Bridgeway Funds Inc - Balanced Fund Ownership Of Surewest Communications
2009-09-042009-06-30 N-CSRSEq Advisors Trust - Eqalliancebernstein Small Cap Growth PortfolioSmall-Cap Growth 15,600New Holding15,600100 %$197,340$138,684$-58,656-29.72 % $-58,656News Article History of Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio Ownership Of Surewest Communications
2009-09-042009-06-30 N-CSRSEq Advisors Trust - Eqalliancebernstein Value PortfolioMulti-Cap Value 15,598Added More2,40018.18 %$197,315$138,666$-58,648-29.72 % $-9,024News Article History of Eq Advisors Trust - Eqalliancebernstein Value Portfolio Ownership Of Surewest Communications
2009-09-042009-06-30 N-CSRSEq Advisors Trust - Eqbond Index PortfolioSpecialty & Misc 2,450New Holding2,450100 %$30,993$21,781$-9,212-29.72 % $-9,212News Article History of Eq Advisors Trust - Eqbond Index Portfolio Ownership Of Surewest Communications
2009-09-042009-06-30 N-CSRSMassmutual Select Funds - Massmutual Select Small Cap Value Equity FundSmall-Cap Value 1,300New Holding1,300100 %$16,445$11,557$-4,888-29.72 % $-4,888News Article History of Massmutual Select Funds - Massmutual Select Small Cap Value Equity Fund Ownership Of Surewest Communications
2009-09-042009-06-30 N-CSRSVanguard Institutional Index Funds - Vanguard Institutional Index FundSpecialty & Misc 9,822No Change00 %$124,248$87,318$-36,931-29.72 % $0News Article History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Surewest Communications
2009-09-032009-06-30 N-CSRSPacific Select Fund - Pd Small-Cap Value Index PortfolioNo Data 272No Compare$2,418- % News Article History of Pacific Select Fund - Pd Small-Cap Value Index Portfolio Ownership Of Surewest Communications
2009-09-032009-06-30 N-CSRSPacific Select Fund - Small-Cap Index PortfolioNo Data 7,300New Holding7,300100 %$64,897- % News Article History of Pacific Select Fund - Small-Cap Index Portfolio Ownership Of Surewest Communications
2009-09-032009-06-30 N-CSRStreettracks Series Trust - Spdr Dividend EtfSpecialty & Misc 2,961Sold Some-60-1.98 %$26,323- % News Article History of Streettracks Series Trust - Spdr Dividend Etf Ownership Of Surewest Communications
2009-09-022009-06-30 N-CSRSSchwab Capital Trust - Schwab Technology FundScience & Tech Sold All-10,670-100 %-29.55 % $39,799News Article History of Schwab Capital Trust - Schwab Technology Fund Ownership Of Surewest Communications
2009-09-012009-06-30 13F-HR/AAmvescap PlcInstitution 15,898Added More9,442146.25 %$191,094$141,333$-49,761-26.03 % $-29,553News Article History of Amvescap Plc Ownership Of Surewest Communications
2009-08-312009-06-30 N-QSei Institutional Managed Trust - Global Managed Volatility FundGlobal Flex Port 7,002No Change00 %$88,715$62,248$-26,468-29.83 % $0News Article History of Sei Institutional Managed Trust - Global Managed Volatility Fund Ownership Of Surewest Communications
2009-08-312009-06-30 N-CSRSTiaa Cref Life Fund - Stock Index FundSpecialty & Misc 172New Holding172100 %$2,179$1,529$-650-29.83 % $-650News Article History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Surewest Communications
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 2000 Index FundSpecialty & Misc 174,779New Holding174,779100 %$2,284,362$1,553,785$-730,576-31.98 % $-730,576News Article History of Ishares Trust - Ishares Russell 2000 Index Fund Ownership Of Surewest Communications
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 2000 Value Index FundMulti-Cap Value 118,697New Holding118,697100 %$1,551,370$1,055,216$-496,153-31.98 % $-496,153News Article History of Ishares Trust - Ishares Russell 2000 Value Index Fund Ownership Of Surewest Communications
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 3000 Index FundSpecialty & Misc 3,583New Holding3,583100 %$46,830$31,853$-14,977-31.98 % $-14,977News Article History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Surewest Communications
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 3000 Value Index FundMulti-Cap Value 856New Holding856100 %$11,188$7,610$-3,578-31.98 % $-3,578News Article History of Ishares Trust - Ishares Russell 3000 Value Index Fund Ownership Of Surewest Communications
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell Microcap Index FundSpecialty & Misc 27,237Added More9,53353.84 %$355,988$242,137$-113,851-31.98 % $-39,848News Article History of Ishares Trust - Ishares Russell Microcap Index Fund Ownership Of Surewest Communications
2009-08-282009-06-30 N-QLegg Mason Investors Trust Inc - Balanced TrustFlexible Portfolio Sold All-7,600-100 %-31.98 % $31,768News Article History of Legg Mason Investors Trust Inc - Balanced Trust Ownership Of Surewest Communications
2009-08-282009-06-30 13F-HR/AWells Fargo And CoInstitution 277,494No Change00 %$3,626,847$2,466,922$-1,159,925-31.98 % $0News Article History of Wells Fargo And Co Ownership Of Surewest Communications
2009-08-272009-06-30 N-QIvy Funds - Ivy Small Cap Value FundSmall-Cap Value Sold All-64-100 %-34.14 % $295News Article History of Ivy Funds - Ivy Small Cap Value Fund Ownership Of Surewest Communications
2009-08-272009-06-30 N-QTamarack Funds Trust - Tamarack Microcap Value FundMulti-Cap Value 41,000No Change00 %$553,500$364,490$-189,010-34.14 % $0News Article History of Tamarack Funds Trust - Tamarack Microcap Value Fund Ownership Of Surewest Communications
2009-08-272009-06-30 N-QTiaa Cref Institutional Mutual Funds - Equity Index FundSpecialty & Misc 9,641New Holding9,641100 %$130,154$85,708$-44,445-34.14 % $-44,445News Article History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Surewest Communications
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard 500 Index FundS&P 500 Index Sold All-251,300-100 %-34.14 % $1,158,493News Article History of Vanguard Index Funds - Vanguard 500 Index Fund Ownership Of Surewest Communications
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard Extended Market Index FundMid-Cap Core 81,238Added More1,3921.74 %$1,096,713$722,206$-374,507-34.14 % $-6,417News Article History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Surewest Communications
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard Total Stock Market Index FundMulti-Cap Core 103,536No Change00 %$1,397,736$920,435$-477,301-34.14 % $0News Article History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Surewest Communications
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard Value Index FundLarge-Cap Value 105,216New Holding105,216100 %$1,420,416$935,370$-485,046-34.14 % $-485,046News Article History of Vanguard Index Funds - Vanguard Value Index Fund Ownership Of Surewest Communications
2009-08-272008-06-30 N-CSRSVanguard Balanced Index Funds - Vanguard Balanced Index FundMixed-Asset Target Allocation Growth 6,700Added More2,20048.88 %$90,450$59,563$-30,887-34.14 % $-10,142News Article History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Surewest Communications
2009-08-272008-06-30 N-CSRSVanguard Balanced Index Funds - Vanguard Balanced Index FundMixed-Asset Target Allocation Growth 4,500No Change00 %$60,750$40,005$-20,745-34.14 % $0News Article History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Surewest Communications
2009-08-252009-06-30 N-QLaudus Trust - Laudus Rosenberg International Small Capitalization FundSmall-Cap Core Sold All-14,740-100 %-32.08 % $61,908News Article History of Laudus Trust - Laudus Rosenberg International Small Capitalization Fund Ownership Of Surewest Communications
Returned 96 Records!
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Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
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