| 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 |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR | Capital Management Corp Va | Institution | | Sold All | -19,565 | -100 % | | | | - % | | | | | | | News Article | History of Capital Management Corp Va Ownership Of Washington Mutual Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Doolittle And Ganos Investment Counsel Llc | Institution | 800 | New Holding | 800 | 100 % | | | | - % | | | | | | | News Article | History of Doolittle And Ganos Investment Counsel Llc Ownership Of Washington Mutual Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metlife Securities Inc | Institution | | Sold All | -1,124 | -100 % | | | | - % | | | | | | | News Article | History of Metlife Securities Inc Ownership Of Washington Mutual Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR/A | Trafalgar Asset Managers Ltd | Institution | 770,093 | New Holding | 770,093 | 100 % | | | | - % | | | | | | | News Article | History of Trafalgar Asset Managers Ltd Ownership Of Washington Mutual Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Nisa Investment Advisors L L C | Institution | 410,600 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Nisa Investment Advisors L L C Ownership Of Washington Mutual Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Roosevelt Investment Group Inc | Institution | 58,600 | Added More | 29,300 | 100.00 % | | | | - % | | | | | | | News Article | History of Roosevelt Investment Group Inc Ownership Of Washington Mutual Inc |
| 2009-11-05 | 2009-08-31 | N-CSR | Alliancebernstein Pooling Portfolios-Alliancebernstein Inflation Protected Securities Portfolio | Specialty & Misc | | Sold All | -568,500 | -100 % | | | | - % | | | | | | | News Article | History of Alliancebernstein Pooling Portfolios-Alliancebernstein Inflation Protected Securities Portfolio Ownership Of Washington Mutual Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Horizon Asset Management Inc Ny | Institution | 20,000 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Horizon Asset Management Inc Ny Ownership Of Washington Mutual Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | M And T Bank Corp | Institution | | Sold All | -13,100 | -100 % | | | | - % | | | | | | | News Article | History of M And T Bank Corp Ownership Of Washington Mutual Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Private Trust Co Na | Institution | | Sold All | -613 | -100 % | | | | - % | | | | | | | News Article | History of Private Trust Co Na Ownership Of Washington Mutual Inc |
| 2009-11-02 | 2009-08-31 | N-CSRS | Fidelity Select Portfolios-Financial Services Portfolio | Specialty & Misc | | Sold All | -59,100 | -100 % | | | | - % | | | | | | | News Article | History of Fidelity Select Portfolios-Financial Services Portfolio Ownership Of Washington Mutual Inc |
| 2009-11-02 | 2009-08-31 | N-CSRS | Fidelity Select Portfolios-Home Finance Portfolio | Financial Services | | Sold All | -114,128 | -100 % | | | | - % | | | | | | | News Article | History of Fidelity Select Portfolios-Home Finance Portfolio Ownership Of Washington Mutual Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Balanced Fund | Mixed-Asset Target Allocation Moderate | 260,000 | Added More | 130,000 | 100.00 % | | | | - % | | | | | | | News Article | History of Fidelity Advisor Series I-Balanced Fund Ownership Of Washington Mutual Inc |
| 2009-10-30 | 2009-08-31 | N-CSR | Growth Fund Of America Inc-Growth Fund Of America Inc | Multi-Cap Growth | 24,571,428 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Growth Fund Of America Inc-Growth Fund Of America Inc Ownership Of Washington Mutual Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Greenwich Wealth Management Llc | Institution | | Sold All | -250,000 | -100 % | | | | - % | | | | | | | News Article | History of Greenwich Wealth Management Llc Ownership Of Washington Mutual Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Fdp Series Inc-Marsico Growth Fdp Fund | Large-Cap Growth | | Sold All | -128,262 | -100 % | | | | - % | | | | | | | News Article | History of Fdp Series Inc-Marsico Growth Fdp Fund Ownership Of Washington Mutual Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust-Cornerstone Strategy Fund | Specialty & Misc | | Sold All | -20,500 | -100 % | | | | - % | | | | | | | News Article | History of Usaa Mutual Funds Trust-Cornerstone Strategy Fund Ownership Of Washington Mutual Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Arlington Partners Llc | Institution | 16,889 | Sold Some | -1 | 0.00 % | | | | - % | | | | | | | News Article | History of Arlington Partners Llc Ownership Of Washington Mutual Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Eaward Management Corp | Institution | | Sold All | -18,925 | -100 % | | | | - % | | | | | | | News Article | History of Eaward Management Corp Ownership Of Washington Mutual Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Vision Capital Management Inc | Institution | 10,532 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Vision Capital Management Inc Ownership Of Washington Mutual Inc |
| 2009-10-26 | 2009-09-30 | 13F-HR | Birmingham Capital Management Co Inc | Institution | 10,825 | New Holding | 10,825 | 100 % | | | | - % | | | | | | | News Article | History of Birmingham Capital Management Co Inc Ownership Of Washington Mutual Inc |
| 2009-10-26 | 2009-09-30 | 13F-HR | Grimes And Company Inc | Institution | 76,222 | New Holding | 76,222 | 100 % | | | | - % | | | | | | | News Article | History of Grimes And Company Inc Ownership Of Washington Mutual Inc |
| 2009-10-07 | 2009-07-31 | N-CSR | Fidelity Advisor Series Vii-Fidelity Advisor Financial Services Fund | Financial Services | | Sold All | -121,371 | -100 % | | | | - % | | | | | | | News Article | History of Fidelity Advisor Series Vii-Fidelity Advisor Financial Services Fund Ownership Of Washington Mutual Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Independence Funds Trust-Fusion Fund | No Data | | Sold All | -832 | -100 % | | | | - % | | | | | | | News Article | History of American Independence Funds Trust-Fusion Fund Ownership Of Washington Mutual Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Vanguard Windsor Funds-Vanguard Windsor Ii Fund | Large-Cap Value | | Sold All | -5,856,328 | -100 % | | | | - % | | | | | | | News Article | History of Vanguard Windsor Funds-Vanguard Windsor Ii Fund Ownership Of Washington Mutual Inc |
| 2009-09-25 | 2009-03-31 | N-Q/A | Hirtle Callaghan Trust-The Value Equity Portfolio | Multi-Cap Value | 94,113 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Hirtle Callaghan Trust-The Value Equity Portfolio Ownership Of Washington Mutual Inc |
| 2009-09-23 | 2009-07-31 | N-Q | Dreman Contrarian Funds-Dreman Contrarian Large Cap Value Fund | No Data | 14,600 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Dreman Contrarian Funds-Dreman Contrarian Large Cap Value Fund Ownership Of Washington Mutual Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Pennsylvania Avenue Funds-Pennsylvania Avenue Event Driven Fund | Specialty & Misc | 1,000 | New Holding | 1,000 | 100 % | | | | - % | | | | | | | News Article | History of Pennsylvania Avenue Funds-Pennsylvania Avenue Event Driven Fund Ownership Of Washington Mutual Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | American Funds Insurance Series-Growth Fund | Multi-Cap Growth | 13,508,571 | Added More | 13,280,000 | 5810.01 % | | | | - % | | | | | | | News Article | History of American Funds Insurance Series-Growth Fund Ownership Of Washington Mutual Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Guidestone Funds-Capital Opportunitie | Multi-Cap Core | | Sold All | -38,700 | -100 % | | | | - % | | | | | | | News Article | History of Guidestone Funds-Capital Opportunitie Ownership Of Washington Mutual Inc |
| 2009-09-02 | 2009-06-30 | N-CSR/A | Hirtle Callaghan Trust-The Value Equity Portfolio | Multi-Cap Value | | Sold All | -94,113 | -100 % | | | | - % | | | | | | | News Article | History of Hirtle Callaghan Trust-The Value Equity Portfolio Ownership Of Washington Mutual Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Credit Suisse Large Cap Blend Fund Inc-Credit Suisse Large Cap Blend Fund Inc | Large-Cap Core | 1,100 | Sold Some | -4,600 | -80.70 % | | | | - % | | | | | | | News Article | History of Credit Suisse Large Cap Blend Fund Inc-Credit Suisse Large Cap Blend Fund Inc Ownership Of Washington Mutual Inc |
| 2009-08-31 | 2009-06-30 | N-CSR | Ameritor Security Trust-Ameritor Security Trust | Specialty & Misc | 450 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Ameritor Security Trust-Ameritor Security Trust Ownership Of Washington Mutual Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Fidelity Central Investment Portfolios Llc-Fidelity Financial | Specialty & Misc | 543,828 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Fidelity Central Investment Portfolios Llc-Fidelity Financial Ownership Of Washington Mutual Inc |
| 2009-08-28 | 2009-06-30 | N-CSRS | Dws Variable Series Ii-Dws Strategic Income Vip | Equity Income | 1,394,944 | New Holding | 1,394,944 | 100 % | | | | - % | | | | | | | News Article | History of Dws Variable Series Ii-Dws Strategic Income Vip Ownership Of Washington Mutual Inc |
| 2009-08-28 | 2009-06-30 | N-CSRS | Variable Insurance Products Fund Iv-Financial Services Portfolio | Specialty & Misc | 16,757 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Variable Insurance Products Fund Iv-Financial Services Portfolio Ownership Of Washington Mutual Inc |
| 2009-08-28 | 2009-06-30 | N-CSRS | Variable Insurance Products Iii-Balanced Portfolio | Flexible Portfolio | 101,600 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Variable Insurance Products Iii-Balanced Portfolio Ownership Of Washington Mutual Inc |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Fenway Funds-Vanguard Equity Income Fund | Equity Income | | Sold All | -472,264 | -100 % | | | | - % | | | | | | | News Article | History of Vanguard Fenway Funds-Vanguard Equity Income Fund Ownership Of Washington Mutual Inc |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Fenway Funds-Vanguard Primecap Core Fund | Multi-Cap Core | | Sold All | -374,600 | -100 % | | | | - % | | | | | | | News Article | History of Vanguard Fenway Funds-Vanguard Primecap Core Fund Ownership Of Washington Mutual Inc |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Horizon Funds-Vanguard Global Equity Fund | Global Flex Port | 166,300 | Sold Some | -93,400 | -35.96 % | | | | - % | | | | | | | News Article | History of Vanguard Horizon Funds-Vanguard Global Equity Fund Ownership Of Washington Mutual Inc |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Malvern Funds-Vanguard Asset Allocation Fund | Flexible Portfolio | 882,948 | Added More | 161,807 | 22.43 % | | | | - % | | | | | | | News Article | History of Vanguard Malvern Funds-Vanguard Asset Allocation Fund Ownership Of Washington Mutual Inc |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Malvern Funds-Vanguard Capital Value Fund | Multi-Cap Value | | Sold All | -52,671 | -100 % | | | | - % | | | | | | | News Article | History of Vanguard Malvern Funds-Vanguard Capital Value Fund Ownership Of Washington Mutual Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds-Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 342,751 | Added More | 9,900 | 2.97 % | | | | - % | | | | | | | News Article | History of Vanguard Balanced Index Funds-Vanguard Balanced Index Fund Ownership Of Washington Mutual Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Basswood Capital Management Llc | Institution | 744,005 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Basswood Capital Management Llc Ownership Of Washington Mutual Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Basswood Capital Management Llc | Institution | 744,005 | Added More | 588,699 | 379.05 % | | | | - % | | | | | | | News Article | History of Basswood Capital Management Llc Ownership Of Washington Mutual Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Ilvercrest Asset Management Group Llc | Institution | 58,599 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Ilvercrest Asset Management Group Llc Ownership Of Washington Mutual Inc |
| 2009-08-14 | 2009-06-30 | 13F-HR | Tradewinds Global Investors Llc | Institution | 139,179 | New Holding | 139,179 | 100 % | | | | - % | | | | | | | News Article | History of Tradewinds Global Investors Llc Ownership Of Washington Mutual Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Ameriprise Financial Inc | Institution | 23 | Sold Some | -10 | -30.30 % | | | | - % | | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Washington Mutual Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Ecurity Asset Management Ny | Institution | | Sold All | -39,500 | -100 % | | | | - % | | | | | | | News Article | History of Ecurity Asset Management Ny Ownership Of Washington Mutual Inc |
| 2009-08-13 | 2009-06-30 | 13F-HR | Iwamoto Kong And Co Inc | Institution | 150 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Iwamoto Kong And Co Inc Ownership Of Washington Mutual Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Oak Hill Investment Management Lp | No Data | 910,000 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Oak Hill Investment Management Lp Ownership Of Washington Mutual Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Orrstown Financial Services Inc | Institution | 200 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Orrstown Financial Services Inc Ownership Of Washington Mutual Inc |
| 2009-08-12 | 2009-06-30 | 13F-HR | Signaturefd Llc | No Data | | Sold All | -1,118 | -100 % | | | | - % | | | | | | | News Article | History of Signaturefd Llc Ownership Of Washington Mutual Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Glenmede Trust Co Na | Institution | | Sold All | -4,825 | -100 % | | | | - % | | | | | | | News Article | History of Glenmede Trust Co Na Ownership Of Washington Mutual Inc |
| 2009-08-11 | 2009-06-30 | 13F-HR | Roosevelt Investment Group Inc | Institution | 29,300 | Sold Some | -505 | -1.69 % | | | | - % | | | | | | | News Article | History of Roosevelt Investment Group Inc Ownership Of Washington Mutual Inc |
| 2009-08-10 | 2009-06-30 | 13F-HR | An Francisco Sentry Investment Group | Institution | 450 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of An Francisco Sentry Investment Group Ownership Of Washington Mutual Inc |
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