| 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 | -30,545 | -100 % | | | | - % | | | | | | | News Article | History of Capital Management Corp Va Ownership Of Wachovia Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metlife Securities Inc | Institution | | Sold All | -8,045 | -100 % | | | | - % | | | | | | | News Article | History of Metlife Securities Inc Ownership Of Wachovia Corp |
| 2009-11-05 | 2009-08-31 | N-CSR | Alliancebernstein Pooling Portfolios-Alliancebernstein Inflation Protected Securities Portfolio | Specialty & Misc | | Sold All | -395,000 | -100 % | | | | - % | | | | | | | News Article | History of Alliancebernstein Pooling Portfolios-Alliancebernstein Inflation Protected Securities Portfolio Ownership Of Wachovia Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Curian Capital Llc | Institution | | Sold All | -34,437 | -100 % | | | | - % | | | | | | | News Article | History of Curian Capital Llc Ownership Of Wachovia Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Geewax Plus Partners Llc | Institution | | Sold All | -27,700 | -100 % | | | | - % | | | | | | | News Article | History of Geewax Plus Partners Llc Ownership Of Wachovia Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Ims Capital Management | Institution | | Sold All | -39,867 | -100 % | | | | - % | | | | | | | News Article | History of Ims Capital Management Ownership Of Wachovia Corp |
| 2009-11-04 | 2008-06-30 | 13F-HR/A | Tate Farm Mutual Automobile Insurance Co | Institution | 16,741,923 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Tate Farm Mutual Automobile Insurance Co Ownership Of Wachovia Corp |
| 2009-10-30 | 2009-09-30 | 13F-HR | Pears Abacus Advisors Llc | Institution | | Sold All | -15,584 | -100 % | | | | - % | | | | | | | News Article | History of Pears Abacus Advisors Llc Ownership Of Wachovia Corp |
| 2009-10-30 | 2008-08-31 | N-Q | Delaware Group Equity Funds Ii-Delaware Large Cap Value Fund | Large-Cap Value | 880,300 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Delaware Group Equity Funds Ii-Delaware Large Cap Value Fund Ownership Of Wachovia Corp |
| 2009-10-30 | 2008-08-31 | N-Q | Delaware Group Equity Funds Ii-Delaware Value Fund | Large-Cap Value | 425,500 | Sold Some | -4,900 | -1.13 % | | | | - % | | | | | | | News Article | History of Delaware Group Equity Funds Ii-Delaware Value Fund Ownership Of Wachovia Corp |
| 2009-10-27 | 2009-09-30 | 13F-HR | Eaward Management Corp | Institution | | Sold All | -118,926 | -100 % | | | | - % | | | | | | | News Article | History of Eaward Management Corp Ownership Of Wachovia Corp |
| 2009-10-27 | 2009-09-30 | 13F-HR | Parametric Risk Advisors Llc | Institution | | Sold All | -1,000 | -100 % | | | | - % | | | | | | | News Article | History of Parametric Risk Advisors Llc Ownership Of Wachovia Corp |
| 2009-09-25 | 2009-07-31 | N-Q | Advisors Inner Circle Fund-Lsv Conservative Core Equity Fund | Multi-Cap Value | | Sold All | -14,600 | -100 % | | | | - % | | | | | | | News Article | History of Advisors Inner Circle Fund-Lsv Conservative Core Equity Fund Ownership Of Wachovia Corp |
| 2009-09-21 | 2008-12-31 | N-Q/A | Brandes Investment Trust-Brandes Institutional Global Equity Fund | No Data | 19,000 | No Compare | | | | | | - % | | | | | | | News Article | History of Brandes Investment Trust-Brandes Institutional Global Equity Fund Ownership Of Wachovia Corp |
| 2009-09-18 | 2009-03-31 | N-CSRS/A | Brandes Investment Trust-Brandes Institutional Global Equity Fund | No Data | | Sold All | -19,000 | -100 % | | | | - % | | | | | | | News Article | History of Brandes Investment Trust-Brandes Institutional Global Equity Fund Ownership Of Wachovia Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Ummit Mutual Funds Inc-Balanced Index Portfolio | Flexible Portfolio | | Sold All | -2,165 | -100 % | | | | - % | | | | | | | News Article | History of Ummit Mutual Funds Inc-Balanced Index Portfolio Ownership Of Wachovia Corp |
| 2009-09-08 | 2009-06-30 | N-CSRS | Ummit Mutual Funds Inc-Zenith Portfolio | Specialty & Misc | | Sold All | -58,428 | -100 % | | | | - % | | | | | | | News Article | History of Ummit Mutual Funds Inc-Zenith Portfolio Ownership Of Wachovia Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Guidestone Funds-Capital Opportunitie | Multi-Cap Core | | Sold All | -68,982 | -100 % | | | | - % | | | | | | | News Article | History of Guidestone Funds-Capital Opportunitie Ownership Of Wachovia Corp |
| 2009-09-04 | 2009-06-30 | N-CSRS | Homestead Funds Inc-Stock Index Fund | Specialty & Misc | | Sold All | -451,659 | -100 % | | | | - % | | | | | | | News Article | History of Homestead Funds Inc-Stock Index Fund Ownership Of Wachovia Corp |
| 2009-09-04 | 2009-06-10 | N-CSRS | Jpmorgan Insurance Trust-Jpmorgan Insurance Trust Equity Index Portfolio | Specialty & Misc | | Sold All | -20,153 | -100 % | | | | - % | | | | | | | News Article | History of Jpmorgan Insurance Trust-Jpmorgan Insurance Trust Equity Index Portfolio Ownership Of Wachovia Corp |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Investors Trust-Ing Jpmorgan Value Opportunities Portfolio | Multi-Cap Value | | Sold All | -150,360 | -100 % | | | | - % | | | | | | | News Article | History of Ing Investors Trust-Ing Jpmorgan Value Opportunities Portfolio Ownership Of Wachovia Corp |
| 2009-09-01 | 2008-12-31 | N-CSRS | Wells Fargo Variable Trust-Vt Asset Allocation Fund | Specialty & Misc | 18,428 | Sold Some | -2,349 | -11.30 % | | | | - % | | | | | | | News Article | History of Wells Fargo Variable Trust-Vt Asset Allocation Fund Ownership Of Wachovia Corp |
| 2009-08-31 | 2009-06-30 | N-CSR | Ameritor Security Trust-Ameritor Security Trust | Specialty & Misc | | Sold All | -200 | -100 % | | | | - % | | | | | | | News Article | History of Ameritor Security Trust-Ameritor Security Trust Ownership Of Wachovia Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Ei Institutional Managed Trust-Large Cap Diversified Alpha Fund | Large-Cap Core | | Sold All | -111,481 | -100 % | | | | - % | | | | | | | News Article | History of Ei Institutional Managed Trust-Large Cap Diversified Alpha Fund Ownership Of Wachovia Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Ei Institutional Managed Trust-Large Cap Growth Fund | Large-Cap Growth | | Sold All | -36,300 | -100 % | | | | - % | | | | | | | News Article | History of Ei Institutional Managed Trust-Large Cap Growth Fund Ownership Of Wachovia Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Ei Institutional Managed Trust-Large Cap Value Fund | Large-Cap Value | | Sold All | -387,280 | -100 % | | | | - % | | | | | | | News Article | History of Ei Institutional Managed Trust-Large Cap Value Fund Ownership Of Wachovia Corp |
| 2009-08-31 | 2009-06-30 | N-Q | Fidelity Destiny Portfolios-Capital Development Fund | Specialty & Misc | | Sold All | -1,500,000 | -100 % | | | | - % | | | | | | | News Article | History of Fidelity Destiny Portfolios-Capital Development Fund Ownership Of Wachovia Corp |
| 2009-08-28 | 2009-06-30 | N-Q | Calvert Impact Fund Inc-Large Cap Growth Fund | Multi-Cap Growth | | Sold All | -537,400 | -100 % | | | | - % | | | | | | | News Article | History of Calvert Impact Fund Inc-Large Cap Growth Fund Ownership Of Wachovia Corp |
| 2009-08-28 | 2009-06-30 | N-CSRS | Columbia Funds Variable Insurance Trust-Columbia International Fund Variable Serie | Global Flex Port | | Sold All | -6,090 | -100 % | | | | - % | | | | | | | News Article | History of Columbia Funds Variable Insurance Trust-Columbia International Fund Variable Serie Ownership Of Wachovia Corp |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Fenway Funds-Vanguard Equity Income Fund | Equity Income | 568,100 | Sold Some | -912,224 | -61.62 % | | | | - % | | | | | | | News Article | History of Vanguard Fenway Funds-Vanguard Equity Income Fund Ownership Of Wachovia Corp |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Horizon Funds-Vanguard Global Equity Fund | Global Flex Port | 216,400 | New Holding | 216,400 | 100 % | | | | - % | | | | | | | News Article | History of Vanguard Horizon Funds-Vanguard Global Equity Fund Ownership Of Wachovia Corp |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Malvern Funds-Vanguard Asset Allocation Fund | Flexible Portfolio | 1,784,712 | Added More | 148,681 | 9.08 % | | | | - % | | | | | | | News Article | History of Vanguard Malvern Funds-Vanguard Asset Allocation Fund Ownership Of Wachovia Corp |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Malvern Funds-Vanguard Capital Value Fund | Multi-Cap Value | | Sold All | -94,010 | -100 % | | | | - % | | | | | | | News Article | History of Vanguard Malvern Funds-Vanguard Capital Value Fund Ownership Of Wachovia Corp |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds-Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 810,734 | Added More | 46,575 | 6.09 % | | | | - % | | | | | | | News Article | History of Vanguard Balanced Index Funds-Vanguard Balanced Index Fund Ownership Of Wachovia Corp |
| 2009-08-25 | 2009-06-30 | N-CSRS | Maxim Series Fund Inc-Maxim Series Fund Inc | Specialty & Misc | 700,000 | New Holding | 700,000 | 100 % | | | | - % | | | | | | | News Article | History of Maxim Series Fund Inc-Maxim Series Fund Inc Ownership Of Wachovia Corp |
| 2009-08-25 | 2009-06-30 | N-CSRS | Maxim Series Fund Inc-Maxim Series Fund Inc | Specialty & Misc | 4,000,000 | New Holding | 4,000,000 | 100 % | | | | - % | | | | | | | News Article | History of Maxim Series Fund Inc-Maxim Series Fund Inc Ownership Of Wachovia Corp |
| 2009-08-25 | 2009-06-30 | N-CSRS | Maxim Series Fund Inc-Maxim Series Fund Inc | Specialty & Misc | 1,000,000 | New Holding | 1,000,000 | 100 % | | | | - % | | | | | | | News Article | History of Maxim Series Fund Inc-Maxim Series Fund Inc Ownership Of Wachovia Corp |
| 2009-08-25 | 2009-06-30 | N-CSRS | Maxim Series Fund Inc-Maxim Series Fund Inc | Specialty & Misc | 250,000 | New Holding | 250,000 | 100 % | | | | - % | | | | | | | News Article | History of Maxim Series Fund Inc-Maxim Series Fund Inc Ownership Of Wachovia Corp |
| 2009-08-18 | 2009-03-31 | 13F-HR/A | Alyeska Investment Group Lp | No Data | | Sold All | -3,722,300 | -100 % | | | | - % | | | | | | | News Article | History of Alyeska Investment Group Lp Ownership Of Wachovia Corp |
| 2009-08-17 | 2009-06-30 | 13F-HR | Piedmont Investment Advisors Llc | Institution | | Sold All | -4,030 | -100 % | | | | - % | | | | | | | News Article | History of Piedmont Investment Advisors Llc Ownership Of Wachovia Corp |
| 2009-08-14 | 2009-06-30 | 13F-HR | Bridgewater Associates Inc | Institution | | Sold All | -116,700 | -100 % | | | | - % | | | | | | | News Article | History of Bridgewater Associates Inc Ownership Of Wachovia Corp |
| 2009-08-14 | 2009-06-30 | 13F-HR | Meag New York Corp | Institution | | Sold All | -76,200 | -100 % | | | | - % | | | | | | | News Article | History of Meag New York Corp Ownership Of Wachovia Corp |
| 2009-08-14 | 2009-06-30 | 13F-HR | Wilmington Trust Co | Institution | | Sold All | -11,000 | -100 % | | | | - % | | | | | | | News Article | History of Wilmington Trust Co Ownership Of Wachovia Corp |
| 2009-08-13 | 2009-06-30 | 13F-HR | Anta Fe Partners Llc | Institution | 20,944 | New Holding | 20,944 | 100 % | | | | - % | | | | | | | News Article | History of Anta Fe Partners Llc Ownership Of Wachovia Corp |
| 2009-08-13 | 2009-06-30 | 13F-HR | Chafer Cullen Capital Management Inc | Institution | | Sold All | -12,020 | -100 % | | | | - % | | | | | | | News Article | History of Chafer Cullen Capital Management Inc Ownership Of Wachovia Corp |
| 2009-08-13 | 2009-06-30 | 13F-HR | Haverford Trust Co | Institution | | Sold All | -41,566 | -100 % | | | | - % | | | | | | | News Article | History of Haverford Trust Co Ownership Of Wachovia Corp |
| 2009-08-13 | 2009-06-30 | 13F-HR | Terne Agee And Leach Group Inc | Institution | | Sold All | -131,680 | -100 % | | | | - % | | | | | | | News Article | History of Terne Agee And Leach Group Inc Ownership Of Wachovia Corp |
| 2009-08-13 | 2009-06-30 | 13F-HR | White Mountains Insurance Group Ltd | Institution | | Sold All | -13,690 | -100 % | | | | - % | | | | | | | News Article | History of White Mountains Insurance Group Ltd Ownership Of Wachovia Corp |
| 2009-08-12 | 2009-03-31 | 13F-HR/A | Pentwater Capital Management Lp | Institution | | Sold All | -19,199,400 | -100 % | | | | - % | | | | | | | News Article | History of Pentwater Capital Management Lp Ownership Of Wachovia Corp |
| 2009-08-10 | 2009-06-30 | 13F-HR/A | Wealth Advisors Of Cincinnati Llc | Institution | 1,669 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Wealth Advisors Of Cincinnati Llc Ownership Of Wachovia Corp |
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