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Investools Inc (SWIM)

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Page Created: 2008-10-10 03:14:00-07Last Activity: 2008-10-03Industry: SchoolsCountry: United States
 
Number of funds
Global RankCountry RankIndustry Rank
Owned:
123
212319529
Score:
-1.86
8879--
Brand New:
1
4826405319
Increased Existing:
2
4531--
No Change:
1
5344--
Reduced Existing:
1
4748--
Liquidated:
91
57551
No Comparison Available:
27
---
Funds buying shares:
3
4802412619
Buying %:
3.12 %
7273543023
Funds not buying/selling shares:
1
---
Neutral %:
1.04 %
---
Funds selling shares:
92
8858254
Selling %:
95.83 %
11665182
   

Investools Inc (SWIM) Details

Click on column headings to sort!
Fund Fund Type Fund Perf. Report Date Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
Riversource Disciplined Small Cap Value Fund (Riversource Dimensions Series Inc) Small-Cap Value -15.20 % 2008-10-03 None - - - % Sold All -12,348 -100.00 % $27,166
Maxim Series Fund Inc (Maxim Series Fund Inc) Specialty & Misc -22.46 % 2008-09-25 110,050 $715,325 $-257,517 -26.47 % No Compare - - % -
Franklin Resources Inc Institution -24.45 % 2008-09-22 None - - - % Sold All -597,710 -100.00 % $1,392,664
Rydex Inverse Russell 2000 Etf (Rydex Etf Trust) Specialty & Misc -33.06 % 2008-09-19 450 $2,925 $-1,305 -30.85 % No Compare - - % -
Sa International Small Company Fund (Sa Funds Investment Trust) Small-Cap Core -28.54 % 2008-09-08 15,700 $102,050 $-55,735 -35.32 % No Compare - - % -
Lazard Small Cap Portfolio (Lazard Funds Inc) Small-Cap Core -33.85 % 2008-09-08 54,500 $354,250 $-193,475 -35.32 % No Compare - - % -
Citadel L P Institution -31.17 % 2008-09-08 None - - - % Sold All -127,405 -100.00 % $452,288
Jpmorgan Small Company Portfolio (Jp Morgan Series Trust Ii) Small-Cap Core -30.56 % 2008-09-05 1,000 $6,500 $-3,420 -34.47 % No Compare - - % -
All Cap Core Trust (John Hancock Trust) Multi-Cap Core -26.35 % 2008-09-05 20,200 $131,300 $-69,084 -34.47 % No Compare - - % -
Wilmington Fundamentally Weighted Large Company Fund (Wt Mutual Fund) Large-Cap Core -26.58 % 2008-09-05 10 $65 $-34 -34.47 % No Compare - - % -
Lazard Retirement Small Cap Portfolio (Lazard Retirement Series Inc) Small-Cap Core -33.14 % 2008-09-05 27,100 $176,150 $-92,682 -34.47 % No Compare - - % -
Value Trust (John Hancock Trust) Multi-Cap Value -28.81 % 2008-09-05 7,200 $46,800 $-24,624 -34.47 % No Compare - - % -
Jpmorgan Growth Advantage Fund (Jp Morgan Mutual Fund Investment Trust) Multi-Cap Growth -31.56 % 2008-09-05 236 $1,534 $-807 -34.47 % No Compare - - % -
Total Stock Market Index Trust (John Hancock Trust) Specialty & Misc -25.60 % 2008-09-05 1,768 $11,492 $-6,047 -34.47 % No Compare - - % -
Small Cap Index Trust (John Hancock Trust) Small-Cap Core -31.06 % 2008-09-05 15,130 $98,345 $-51,745 -34.47 % No Compare - - % -
Ccm Emerging Companies (Allianz Funds) Small-Cap Growth -28.07 % 2008-09-04 216,950 $1,410,175 $-822,241 -36.83 % No Compare - - % -
Bny Hamilton Small Cap Growth Fund (Bny Hamilton Funds Inc) Small-Cap Growth -27.84 % 2008-09-04 None - - - % Sold All -32,810 -100.00 % $124,350
Vanguard Institutional Total Stock Market Index Fund (Vanguard Institutional Index Funds) Specialty & Misc -28.93 % 2008-09-03 25,580 $166,270 $-107,948 -39.36 % No Compare - - % -
Vanguard Balanced Index Fund (Vanguard Balanced Index Funds) Mixed-Asset Target Al ... -28.82 % 2008-09-03 17,969 $116,799 $-75,829 -39.36 % No Compare - - % -
Vanguard Total Stock Market Index Fund (Vanguard Index Funds) Multi-Cap Core -29.59 % 2008-08-29 355,153 $2,308,495 $-1,253,690 -35.19 % No Compare - - % -
Small Cap Portfolio (Seasons Series Trust) Small-Cap Core -30.52 % 2008-08-29 2,974 $19,331 $-10,498 -35.19 % No Compare - - % -
Vanguard Extended Market Index Fund (Vanguard Index Funds) Mid-Cap Core -34.58 % 2008-08-29 259,668 $1,687,842 $-916,628 -35.19 % No Compare - - % -
Vanguard 500 Index Fund (Vanguard Index Funds) S&P 500 Index -29.23 % 2008-08-29 520,390 $3,382,535 $-1,836,977 -35.19 % No Compare - - % -
Credit Suisse/ Institution -29.72 % 2008-08-29 None - - - % Sold All -214,372 -100.00 % $756,733
Vanguard Small Cap Growth Index Fund (Vanguard Index Funds) Small-Cap Growth -35.67 % 2008-08-29 315,078 $2,048,007 $-1,112,225 -35.19 % No Compare - - % -
International Growth Fund (Nicholas Applegate Institutional Funds) Multi-Cap Growth -31.17 % 2008-08-26 11,000 $71,500 $-35,860 -33.40 % No Compare - - % -
Small Company Growth Portfolio (Vanguard Variable Insurance Funds) Small-Cap Growth -31.28 % 2008-08-26 252,000 $1,638,000 $-821,520 -33.40 % No Compare - - % -
Growth Equity Fund (Tiaa Cref Institutional Mutual Funds) Multi-Cap Growth -30.42 % 2008-08-25 90,030 $585,195 $-288,096 -32.98 % No Compare - - % -
Equity Index Fund (Tiaa Cref Institutional Mutual Funds) Specialty & Misc -28.14 % 2008-08-25 145,727 $947,226 $-466,326 -32.98 % No Compare - - % -
Amvescap Plc Institution -30.37 % 2008-08-21 None - - - % Sold All -31,418 -100.00 % $101,166
Dws Small Cap Index Vip (Dws Investments Vit Funds) Small-Cap Core -31.54 % 2008-08-21 16,300 $105,950 $-52,486 -33.12 % No Compare - - % -
Glenmede Trust Co Na Institution -26.78 % 2008-08-19 None - - - % Sold All -8,820 -100.00 % $27,871
Oppenheimer Funds Inc Institution -31.88 % 2008-08-18 None - - - % Sold All -400 -100.00 % $1,376
Morgan Stanley Institution % 2008-08-15 None - - - % Sold All -118,460 -100.00 %
Duncan Hurst Capital Management Lp Institution -48.23 % 2008-08-14 None - - - % Sold All -70,430 -100.00 % $270,451
Renaissance Technologies Corp Institution -31.35 % 2008-08-14 None - - - % Sold All -126,300 -100.00 % $484,992
Axa Institution -31.73 % 2008-08-14 None - - - % Sold All -1,266,564 -100.00 % $4,863,606
Qvt Financial Lp Institution -29.18 % 2008-08-14 None - - - % Sold All -18,984 -100.00 % $72,899
Summit Investment Partners Inc Institution -31.10 % 2008-08-14 None - - - % Sold All -4,030 -100.00 % $15,475
Bank Of New York Mellon Corp Institution -29.27 % 2008-08-14 None - - - % Sold All -427,855 -100.00 % $1,642,963
Padco Advisors Inc Institution -34.28 % 2008-08-14 None - - - % Sold All -3,170 -100.00 % $12,173
Hsbc Holdings Plc Institution -30.75 % 2008-08-14 None - - - % Sold All -173,419 -100.00 % $665,929
Cedar Hill Capital Partners Llc Institution -31.63 % 2008-08-14 None - - - % Sold All -650,000 -100.00 % $2,496,000
Endeavour Capital Advisors Inc Institution -27.89 % 2008-08-14 None - - - % Sold All -1,056,484 -100.00 % $4,056,899
Citigroup Inc Institution -31.88 % 2008-08-14 None - - - % Sold All -1,476,864 -100.00 % $5,671,158
American International Group Inc Institution -31.66 % 2008-08-14 None - - - % Sold All -44,870 -100.00 % $172,301
Bonanza Capital Ltd Institution -40.56 % 2008-08-14 None - - - % Sold All -1,725,000 -100.00 % $6,624,000
Shaw D E And Co Inc Institution -33.17 % 2008-08-14 None - - - % Sold All -52,207 -100.00 % $200,475
Schwab Charles Investment Management Inc Institution -28.57 % 2008-08-14 None - - - % Sold All -85,400 -100.00 % $327,936
Price T Rowe Associates Inc Institution -31.82 % 2008-08-14 None - - - % Sold All -934,600 -100.00 % $3,588,864
Goldman Sachs Group Inc Institution -32.53 % 2008-08-14 None - - - % Sold All -314,950 -100.00 % $1,209,408
Loomis Sayles And Co L P Institution -33.07 % 2008-08-14 None - - - % Sold All -1,477,092 -100.00 % $5,672,033
Tiaa Cref Investment Management Llc Institution -29.74 % 2008-08-14 None - - - % Sold All -378,944 -100.00 % $1,455,145
World Asset Management Inc Institution -29.71 % 2008-08-14 None - - - % Sold All -6,642 -100.00 % $25,505
Lord Abbett And Co Llc Institution -28.41 % 2008-08-14 None - - - % Sold All -615,697 -100.00 % $2,364,276
Td Asset Management Inc Institution -31.35 % 2008-08-14 None - - - % Sold All -13,200 -100.00 % $50,688
Peak6 Investments L P Institution -36.78 % 2008-08-14 None - - - % Sold All -689,766 -100.00 % $2,648,701
Ing Investment Management Co Institution -29.78 % 2008-08-14 None - - - % Sold All -1,400 -100.00 % $5,376
Bogle Investment Management L P Institution -34.67 % 2008-08-14 None - - - % Sold All -43,725 -100.00 % $167,904
Us Bancorp De Institution -26.13 % 2008-08-14 None - - - % Sold All -1,327 -100.00 % $5,096
Millennium Management L.L.C. Institution -31.08 % 2008-08-14 None - - - % Sold All -105,561 -100.00 % $405,354
Geode Capital Management Llc Institution -28.70 % 2008-08-14 None - - - % Sold All -77,701 -100.00 % $298,372
Wellington Management Co Llp Institution -32.12 % 2008-08-14 None - - - % Sold All -6,036,181 -100.00 % $23,178,935
Padco Advisors Ii Inc Institution -30.28 % 2008-08-14 None - - - % Sold All -700 -100.00 % $2,688
Magnetar Investment Management Llc Institution -46.32 % 2008-08-14 None - - - % Sold All -469,936 -100.00 % $1,804,554
Batterymarch Financial Management Inc Institution -32.37 % 2008-08-14 None - - - % Sold All -1,707,175 -100.00 % $6,555,552
Teachers Advisors Inc Institution -30.43 % 2008-08-14 None - - - % Sold All -33,436 -100.00 % $128,394
Springhouse Capital Lp Institution -22.06 % 2008-08-14 None - - - % Sold All -2,435,745 -100.00 % $9,353,261
Goldman Jay G Institution -27.81 % 2008-08-14 30,000 $195,000 $-115,200 -37.13 % No Compare - - % -
Gartmore Mutual Fund Capital Trust Institution -30.37 % 2008-08-14 146,190 $950,235 $-561,370 -37.13 % No Compare - - % -
Systematic Financial Management Lp Institution -30.02 % 2008-08-13 None - - - % Sold All -778,475 -100.00 % $2,880,358
Litmus Capital Management Llc Institution -38.98 % 2008-08-13 None - - - % Sold All -955,999 -100.00 % $3,537,196
Highbridge Capital Management Llc Institution -36.62 % 2008-08-13 None - - - % Sold All -118,052 -100.00 % $436,792
Rainier Investment Management Inc Institution -34.03 % 2008-08-13 None - - - % Sold All -3,686,725 -100.00 % $13,640,883
Norges Bank Institution -31.43 % 2008-08-13 None - - - % Sold All -202,578 -100.00 % $749,539
Rodney Square Management Corp Institution -30.07 % 2008-08-13 None - - - % Sold All -10,937 -100.00 % $40,467
Northern Trust Corp Institution -28.71 % 2008-08-13 None - - - % Sold All -483,604 -100.00 % $1,789,335
Wells Fargo And Co Institution -31.65 % 2008-08-13 None - - - % Sold All -271,535 -100.00 % $1,004,680
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys Institution -30.72 % 2008-08-13 None - - - % Sold All -69,900 -100.00 % $258,630
Ixis Asset Management Advisors L P Institution -32.36 % 2008-08-12 None - - - % Sold All -49,123 -100.00 % $198,457
Ellington Management Group Llc Institution -36.13 % 2008-08-12 None - - - % Sold All -14,000 -100.00 % $56,560
Barclays Plc Institution -34.91 % 2008-08-12 None - - - % Sold All -76 -100.00 % $307
J P Morgan Chase And Co Institution -29.53 % 2008-08-12 None - - - % Sold All -1,651,346 -100.00 % $6,671,438
Bank Of America Corp Institution -28.82 % 2008-08-12 None - - - % Sold All -21,884 -100.00 % $88,411
Ameriprise Financial Inc Institution -30.30 % 2008-08-12 None - - - % Sold All -167,454 -100.00 % $676,514
Black Mesa Capital Llc Institution -34.05 % 2008-08-11 None - - - % Sold All -18,936 -100.00 % $79,721
Ubs Ag Institution -31.41 % 2008-08-11 None - - - % Sold All -77,426 -100.00 % $325,963
J.H. Whitney Investment Management Llc Institution -31.33 % 2008-08-11 None - - - % Sold All -784,002 -100.00 % $3,300,648
Metropolitan Life Insurance Co Institution -29.72 % 2008-08-11 None - - - % Sold All -51,425 -100.00 % $216,499
Cadence Capital Management Llc Institution -33.30 % 2008-08-08 None - - - % Sold All -384,190 -100.00 % $1,575,179
Deere And Co Institution -28.57 % 2008-08-08 None - - - % Sold All -49,917 -100.00 % $204,660
New M&I Corp Institution -28.54 % 2008-08-08 None - - - % Sold All -375,025 -100.00 % $1,537,603
Small Cap Index Fund (Valic Co I) Small-Cap Core -32.06 % 2008-08-08 41,896 $272,324 $-171,774 -38.67 % Sold Some -2,601 -5.84 % $10,664
Merrill Lynch And Co Inc Institution -28.46 % 2008-08-07 None - - - % Sold All -256,456 -100.00 % $1,061,728
Claymore Advisors Llc Institution -37.44 % 2008-08-07 None - - - % Sold All -132,424 -100.00 % $548,235
Managed Account Advisors Llc Institution -29.50 % 2008-08-07 None - - - % Sold All -545 -100.00 % $2,256
Sg Americas Securities Llc Institution -29.97 % 2008-08-07 None - - - % Sold All -19,156 -100.00 % $79,306
Nomura Asset Management Co Ltd Institution -26.20 % 2008-08-07 None - - - % Sold All -1,870,285 -100.00 % $7,742,980
Ferris Baker Watts Incorporated Institution -26.80 % 2008-08-07 None - - - % Sold All -1,000 -100.00 % $4,140
Brc Investment Management Llc Institution -26.88 % 2008-08-06 None - - - % Sold All -35,800 -100.00 % $135,682
Vanguard Group Inc Institution -29.39 % 2008-08-06 None - - - % Sold All -1,583,305 -100.00 % $6,000,726
Claymoremorningstar Services Super Sector Index Etf (Claymore Exchange Traded Fund Trust) Specialty & Misc -27.44 % 2008-08-05 24 $156 $-84 -35.00 % No Change 0 0 % -
Columbus Circle Investors Institution -28.73 % 2008-08-04 None - - - % Sold All -250,010 -100.00 % $750,030
Blackrock Investment Management Llc Institution -26.78 % 2008-08-04 None - - - % Sold All -170,830 -100.00 % $512,490
Blackrock Group Ltd Institution -33.21 % 2008-08-04 None - - - % Sold All -14,000 -100.00 % $42,000
Lazard Asset Management Llc Institution -27.60 % 2008-08-04 None - - - % Sold All -426,600 -100.00 % $1,279,800
Gruber & Mcbaine Capital Management Llc Institution -31.87 % 2008-08-04 462,100 $3,003,650 $-1,386,300 -31.57 % Added More 170,000 58.19 % $-510,000
California Public Employees Retirement System Institution -26.87 % 2008-08-04 None - - - % Sold All -230,000 -100.00 % $690,000
Dimensional Fund Advisors Inc Institution -29.45 % 2008-08-01 None - - - % Sold All -1,075,180 -100.00 % $3,225,540
North Pointe Capital Llc Institution -34.21 % 2008-08-01 None - - - % Sold All -1,720,989 -100.00 % $5,162,967
Principal Financial Group Inc Institution -27.68 % 2008-08-01 None - - - % Sold All -963,054 -100.00 % $2,889,162
Dsm Capital Partners Llc Institution -28.95 % 2008-07-31 None - - - % Sold All -22,480 -100.00 % $34,394
State Board Of Administration Of Florida Retirement System Institution -28.86 % 2008-07-30 None - - - % Sold All -45,159 -100.00 % $71,351
Mfc Global Investment Management Usa Ltd Institution -29.72 % 2008-07-30 None - - - % Sold All -20,105 -100.00 % $31,766
Public Employees Retirement System Of Ohio Institution -28.94 % 2008-07-30 None - - - % Sold All -75,692 -100.00 % $119,593
M And T Bank Corp Institution -26.40 % 2008-07-29 None - - - % Sold All -46,010 -100.00 % $65,794
Barclays Global Investors Uk Holdings Ltd Institution -20.23 % 2008-07-25 None - - - % Sold All -1,270,413 -100.00 %
Pike Capital Management Llc Institution -12.15 % 2008-07-18 None - - - % Sold All -256,800 -100.00 % $138,672
Granahan Investment Management Inc Institution % 2008-07-16 None - - - % Sold All -922,900 -100.00 %
Zebra Capital Management Llc Institution -28.94 % 2008-07-15 None - - - % Sold All -25,920 -100.00 % $11,405
Geewax Terker And Co Institution -24.50 % 2008-07-08 None - - - % Sold All -40,000 -100.00 % $12,800
Bear Stearns And Co Inc Institution -32.30 % 2008-05-15 47,351 $307,782 $-75,762 -19.75 % Added More 47,300 92745.09 % $-75,680
Peninsula Capital Management Lp Institution -49.09 % 2008-05-15 258,554 $1,680,601 $-413,686 -19.75 % New Holding 258,554 100.00 % $-413,686
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Listed 123 holdings.
   
Investools Inc on Google Investools Inc on Yahoo Investools Inc on CNN Money Investools Inc on MSN Investools Inc on Reuters Investools Inc on Market Watch Investools Inc on Forbes
 
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!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate!
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