| 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 |
|---|
| 2009-11-20 | 2009-09-30 | N-Q | Bridgeway Funds Inc - Balanced Fund | Mixed-Asset Target Allocation Moderate | 101,000 | Added More | 11,100 | 12.34 % | $408,040 | $402,990 | $-5,050 | -1.23 % | $-555 | | | | | | News Article | History of Bridgeway Funds Inc - Balanced Fund Ownership Of Plato Learning Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 21,200 | No Change | 0 | 0 % | $89,676 | $84,588 | $-5,088 | -5.67 % | $0 | | | | | | News Article | History of Amvescap Plc Ownership Of Plato Learning Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 1,482,638 | Sold Some | -102,206 | -6.44 % | $6,271,559 | $5,915,726 | $-355,833 | -5.67 % | $24,529 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Plato Learning Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bridgeway Capital Management Inc | Institution | 151,300 | Added More | 11,355 | 8.11 % | $643,025 | $603,687 | $-39,338 | -6.11 % | $-2,952 | | | | | | News Article | History of Bridgeway Capital Management Inc Ownership Of Plato Learning Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Broadmark Asset Management Llc | Institution | | Sold All | -10,000 | -100 % | | | | -6.11 % | $2,600 | | | | | | News Article | History of Broadmark Asset Management Llc Ownership Of Plato Learning Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Harber Asset Management Llc | Institution | 112,250 | New Holding | 112,250 | 100 % | $477,063 | $447,878 | $-29,185 | -6.11 % | $-29,185 | | | | | | News Article | History of Harber Asset Management Llc Ownership Of Plato Learning Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 63,680 | Added More | 20,005 | 45.80 % | $270,640 | $254,083 | $-16,557 | -6.11 % | $-5,201 | | | | | | News Article | History of Northern Trust Corp Ownership Of Plato Learning Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Pequot Capital Management Inc | Institution | | Sold All | -80,200 | -100 % | | | | -6.11 % | $20,852 | | | | | | News Article | History of Pequot Capital Management Inc Ownership Of Plato Learning Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Raffles Associates Lp | Institution | 10,000 | Sold Some | -68,732 | -87.29 % | $42,500 | $39,900 | $-2,600 | -6.11 % | $17,870 | | | | | | News Article | History of Raffles Associates Lp Ownership Of Plato Learning Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | S Squared Technology Llc | Institution | 1,661,800 | Sold Some | -619,400 | -27.15 % | $7,062,650 | $6,630,582 | $-432,068 | -6.11 % | $161,044 | | | | | | News Article | History of S Squared Technology Llc Ownership Of Plato Learning Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Soros Fund Management Llc | Institution | 19,900 | New Holding | 19,900 | 100 % | $84,575 | $79,401 | $-5,174 | -6.11 % | $-5,174 | | | | | | News Article | History of Soros Fund Management Llc Ownership Of Plato Learning Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 21,892 | Sold Some | -260 | -1.17 % | $93,041 | $87,349 | $-5,692 | -6.11 % | $68 | | | | | | News Article | History of Us Bancorp De Ownership Of Plato Learning Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | | Sold All | -12,627 | -100 % | | | | -5.00 % | $2,652 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Plato Learning Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 30,583 | No Change | 0 | 0 % | $128,449 | $122,026 | $-6,422 | -5.00 % | $0 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Plato Learning Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Knight Capital Group Inc | Institution | | Sold All | -16,715 | -100 % | | | | -5.00 % | $3,510 | | | | | | News Article | History of Knight Capital Group Inc Ownership Of Plato Learning Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 13,173 | Sold Some | -32,818 | -71.35 % | $55,327 | $52,560 | $-2,766 | -5.00 % | $6,892 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Plato Learning Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Reed Conner And Birdwell Llc | Institution | 392,737 | New Holding | 392,737 | 100 % | $1,649,495 | $1,567,021 | $-82,475 | -5.00 % | $-82,475 | | | | | | News Article | History of Reed Conner And Birdwell Llc Ownership Of Plato Learning Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Renaissance Technologies Corp | Institution | 478,000 | Added More | 38,500 | 8.75 % | $2,007,600 | $1,907,220 | $-100,380 | -5.00 % | $-8,085 | | | | | | News Article | History of Renaissance Technologies Corp Ownership Of Plato Learning Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Research Affiliates Llc | Institution | 13,376 | No Change | 0 | 0 % | $56,179 | $53,370 | $-2,809 | -5.00 % | $0 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Plato Learning Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 302,586 | Added More | 54,770 | 22.10 % | $1,270,861 | $1,207,318 | $-63,543 | -5.00 % | $-11,502 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Plato Learning Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Bank Of America Corp | Institution | 560,118 | Sold Some | -4,955 | -0.87 % | $2,380,502 | $2,234,871 | $-145,631 | -6.11 % | $1,288 | | | | | | News Article | History of Bank Of America Corp Ownership Of Plato Learning Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 554,729 | Added More | 47,151 | 9.28 % | $2,357,598 | $2,213,369 | $-144,230 | -6.11 % | $-12,259 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Plato Learning Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Credit Suisse | Institution | 13 | New Holding | 13 | 100 % | $55 | $52 | $-3 | -6.11 % | $-3 | | | | | | News Article | History of Credit Suisse Ownership Of Plato Learning Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Gamco Investors Inc Et Al | Institution | 15,000 | New Holding | 15,000 | 100 % | $63,750 | $59,850 | $-3,900 | -6.11 % | $-3,900 | | | | | | News Article | History of Gamco Investors Inc Et Al Ownership Of Plato Learning Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 851 | Added More | 185 | 27.77 % | $3,617 | $3,395 | $-221 | -6.11 % | $-48 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Plato Learning Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mindshare Capital Management Llc | Institution | 60,875 | Added More | 9,895 | 19.40 % | $258,719 | $242,891 | $-15,828 | -6.11 % | $-2,573 | | | | | | News Article | History of Mindshare Capital Management Llc Ownership Of Plato Learning Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Ridgecrest Investment Management Llc | Institution | 75,000 | No Change | 0 | 0 % | $318,750 | $299,250 | $-19,500 | -6.11 % | $0 | | | | | | News Article | History of Ridgecrest Investment Management Llc Ownership Of Plato Learning Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Security Management Co Llc | Institution | 1,329,750 | Added More | 140,447 | 11.80 % | $5,651,438 | $5,305,703 | $-345,735 | -6.11 % | $-36,516 | | | | | | News Article | History of Security Management Co Llc Ownership Of Plato Learning Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | White Pine Capital Llc | Institution | 39,500 | Sold Some | -17,000 | -30.08 % | $167,875 | $157,605 | $-10,270 | -6.11 % | $4,420 | | | | | | News Article | History of White Pine Capital Llc Ownership Of Plato Learning Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Royce And Associates Llc | Institution | 309,642 | No Change | 0 | 0 % | $1,325,268 | $1,235,472 | $-89,796 | -6.77 % | $0 | | | | | | News Article | History of Royce And Associates Llc Ownership Of Plato Learning Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | | Sold All | -272 | -100 % | | | | -6.77 % | $79 | | | | | | News Article | History of Ubs Ag Ownership Of Plato Learning Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Markston International Llc | Institution | 25,000 | No Change | 0 | 0 % | $107,250 | $99,750 | $-7,500 | -6.99 % | $0 | | | | | | News Article | History of Markston International Llc Ownership Of Plato Learning Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metlife Securities Inc | Institution | 1 | No Change | 0 | 0 % | $4 | $4 | $0 | -6.99 % | $0 | | | | | | News Article | History of Metlife Securities Inc Ownership Of Plato Learning Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 1,433 | No Change | 0 | 0 % | $6,148 | $5,718 | $-430 | -6.99 % | $0 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Plato Learning Inc |
| 2009-11-06 | 2009-08-31 | N-CSR | Rbb Fund Inc - Robeco Wpg Small Cap Value Fund | Small-Cap Value | 24,900 | New Holding | 24,900 | 100 % | $106,821 | $99,351 | $-7,470 | -6.99 % | $-7,470 | | | | | | News Article | History of Rbb Fund Inc - Robeco Wpg Small Cap Value Fund Ownership Of Plato Learning Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Ironwood Investment Management Llc | Institution | 256,732 | Sold Some | -1,800 | -0.69 % | $1,103,948 | $1,024,361 | $-79,587 | -7.20 % | $558 | | | | | | News Article | History of Ironwood Investment Management Llc Ownership Of Plato Learning Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Curian Capital Llc | Institution | 93,143 | Sold Some | -4,903 | -5.00 % | $398,652 | $371,641 | $-27,011 | -6.77 % | $1,422 | | | | | | News Article | History of Curian Capital Llc Ownership Of Plato Learning Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Citizens Bank Wealth Management Na | Institution | 6,379 | No Change | 0 | 0 % | $27,430 | $25,452 | $-1,977 | -7.20 % | $0 | | | | | | News Article | History of Citizens Bank Wealth Management Na Ownership Of Plato Learning Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Robeco Investment Management Inc | Institution | 911,816 | Added More | 314,150 | 52.56 % | $4,030,227 | $3,638,146 | $-392,081 | -9.72 % | $-135,085 | | | | | | News Article | History of Robeco Investment Management Inc Ownership Of Plato Learning Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock | Specialty & Misc | 1,546 | No Compare | | | $6,833 | $6,169 | $-665 | -9.72 % | | | | | | | News Article | History of Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock Ownership Of Plato Learning Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Managers Amg Funds - Essex Growth Fund | Multi-Cap Growth | 271,425 | New Holding | 271,425 | 100 % | $1,199,699 | $1,082,986 | $-116,713 | -9.72 % | $-116,713 | | | | | | News Article | History of Managers Amg Funds - Essex Growth Fund Ownership Of Plato Learning Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 1,363,169 | Sold Some | -23,644 | -1.70 % | $6,243,314 | $5,439,044 | $-804,270 | -12.88 % | $13,950 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Plato Learning Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Small Cap Fund | Small-Cap Core | 41,800 | New Holding | 41,800 | 100 % | $191,444 | $166,782 | $-24,662 | -12.88 % | $-24,662 | | | | | | News Article | History of Valic Co I - Small Cap Fund Ownership Of Plato Learning Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Essex Investment Management Co Llc | Institution | 951,223 | Added More | 574,050 | 152.19 % | $4,432,699 | $3,795,380 | $-637,319 | -14.37 % | $-384,614 | | | | | | News Article | History of Essex Investment Management Co Llc Ownership Of Plato Learning Inc |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 12,627 | New Holding | 12,627 | 100 % | $58,463 | $50,382 | $-8,081 | -13.82 % | $-8,081 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Plato Learning Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 4,591 | No Change | 0 | 0 % | $20,705 | $18,318 | $-2,387 | -11.52 % | $0 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Plato Learning Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 36,430 | Sold Some | -900 | -2.41 % | $163,571 | $145,356 | $-18,215 | -11.13 % | $450 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Plato Learning Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 21,000 | No Change | 0 | 0 % | $92,610 | $83,790 | $-8,820 | -9.52 % | $0 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Plato Learning Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 14,900 | No Change | 0 | 0 % | $69,732 | $59,451 | $-10,281 | -14.74 % | $0 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Plato Learning Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Core Equity Portfolio | International Small-Mid-Cap Value | 13,262 | No Change | 0 | 0 % | $56,894 | $52,915 | $-3,979 | -6.99 % | $0 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Plato Learning Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio | No Data | 13,544 | No Change | 0 | 0 % | $58,104 | $54,041 | $-4,063 | -6.99 % | $0 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Plato Learning Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Va International Value Portfolio | Multi-Cap Value | 6,300 | Sold Some | -1,300 | -17.10 % | $27,027 | $25,137 | $-1,890 | -6.99 % | $390 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Va International Value Portfolio Ownership Of Plato Learning Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Va Small Value Portfolio | Small-Cap Value | 258,977 | Sold Some | -18,100 | -6.53 % | $1,111,011 | $1,033,318 | $-77,693 | -6.99 % | $5,430 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Va Small Value Portfolio Ownership Of Plato Learning Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds - Mainstay Map Fund | Multi-Cap Core | 25,000 | New Holding | 25,000 | 100 % | $107,250 | $99,750 | $-7,500 | -6.99 % | $-7,500 | | | | | | News Article | History of Mainstay Funds - Mainstay Map Fund Ownership Of Plato Learning Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds - S000010077 | No Data | | Sold All | -25,000 | -100 % | | | | -6.99 % | $7,500 | | | | | | News Article | History of Mainstay Funds - S000010077 Ownership Of Plato Learning Inc |
| 2009-09-24 | 2009-07-31 | N-Q | Nationwide Mutual Funds - Nationwide Large Cap Value Fund | Large-Cap Value | | Sold All | -2,400 | -100 % | | | | -14.37 % | $1,608 | | | | | | News Article | History of Nationwide Mutual Funds - Nationwide Large Cap Value Fund Ownership Of Plato Learning Inc |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 507,578 | Added More | 44,049 | 9.50 % | $2,466,829 | $2,025,236 | $-441,593 | -17.90 % | $-38,323 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Plato Learning Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Bridgeway Funds Inc - Balanced Fund | Mixed-Asset Target Allocation Moderate | 89,900 | New Holding | 89,900 | 100 % | $411,742 | $358,701 | $-53,041 | -12.88 % | $-53,041 | | | | | | News Article | History of Bridgeway Funds Inc - Balanced Fund Ownership Of Plato Learning Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds - Vanguard Institutional Index Fund | Specialty & Misc | 8,094 | New Holding | 8,094 | 100 % | $37,071 | $32,295 | $-4,775 | -12.88 % | $-4,775 | | | | | | News Article | History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Plato Learning Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 21,200 | New Holding | 21,200 | 100 % | $94,128 | $84,588 | $-9,540 | -10.13 % | $-9,540 | | | | | | News Article | History of Amvescap Plc Ownership Of Plato Learning Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Cni Charter Funds - Rcb Small Cap Value Fund | Small-Cap Core | 110,000 | Sold Some | -92,200 | -45.59 % | $478,500 | $438,900 | $-39,600 | -8.27 % | $33,192 | | | | | | News Article | History of Cni Charter Funds - Rcb Small Cap Value Fund Ownership Of Plato Learning Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell Microcap Index Fund | Specialty & Misc | 35,066 | Sold Some | -4,200 | -10.69 % | $152,537 | $139,913 | $-12,624 | -8.27 % | $1,512 | | | | | | News Article | History of Ishares Trust - Ishares Russell Microcap Index Fund Ownership Of Plato Learning Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Riversource Strategy Series Inc - Riversource Small Cap Growth Fund | Small-Cap Growth | 12,837 | New Holding | 12,837 | 100 % | $55,841 | $51,220 | $-4,621 | -8.27 % | $-4,621 | | | | | | News Article | History of Riversource Strategy Series Inc - Riversource Small Cap Growth Fund Ownership Of Plato Learning Inc |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 1,584,844 | Sold Some | -88,196 | -5.27 % | $6,894,071 | $6,323,528 | $-570,544 | -8.27 % | $31,751 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Plato Learning Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Extended Market Index Fund | Mid-Cap Core | 116,501 | New Holding | 116,501 | 100 % | $485,809 | $464,839 | $-20,970 | -4.31 % | $-20,970 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Plato Learning Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Total Stock Market Index Fund | Multi-Cap Core | 106,351 | New Holding | 106,351 | 100 % | $443,484 | $424,340 | $-19,143 | -4.31 % | $-19,143 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Plato Learning Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 7,653 | No Change | 0 | 0 % | $31,913 | $30,535 | $-1,378 | -4.31 % | $0 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Plato Learning Inc |
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