NAME |
TICKER |
ACTION |
DATE |
REMOVE |
Parnassus Core Equity Fund - Institutional Shares
|
PRILX |
was removed by Deleted User |
7/24/2020 11:45:58 AM |
|
Huber Capital Small Cap Value Fund Institutional Class
|
HUSEX |
was removed by Deleted User |
7/24/2020 11:45:51 AM |
|
John Hancock Funds Disciplined Value Fund Class I
|
JVLIX |
was removed by Deleted User |
7/24/2020 11:45:49 AM |
|
John Hancock Funds Disciplined Value Fund Class I
|
JVLIX |
was added by bmurphy |
4/15/2019 9:55:10 AM |
|
John Hancock Funds Disciplined Value Fund Class I
|
JVLIX |
was removed by bmurphy |
4/15/2019 9:55:04 AM |
|
Dodge & Cox Income Fund
|
DODIX |
was added by Deleted User |
6/2/2014 10:59:03 PM |
|
Oakmark Equity And Income Fund Class I
|
OAKBX |
was added by Deleted User |
6/2/2014 10:59:03 PM |
|
Touchstone Sands Capital Institutional Growth Fund
|
CISGX |
was added by Deleted User |
6/2/2014 10:59:03 PM |
|
Parnassus Core Equity Fund - Institutional Shares
|
PRILX |
was added by Deleted User |
6/2/2014 10:59:03 PM |
|
JPMorgan Realty Income Fund Institutional Class
|
URTLX |
was added by Deleted User |
6/2/2014 10:59:03 PM |
|
Huber Capital Small Cap Value Fund Institutional Class
|
HUSEX |
was added by Deleted User |
6/2/2014 10:59:03 PM |
|
Huber Capital Equity Income Fund Institutional Class
|
HULEX |
was added by Deleted User |
6/2/2014 10:59:03 PM |
|
John Hancock Funds Disciplined Value Fund Class I
|
JVLIX |
was added by Deleted User |
6/2/2014 10:59:03 PM |
|
Fidelity Select Industrials Portfolio
|
FCYIX |
was added by Deleted User |
6/2/2014 10:59:02 PM |
|
Fidelity Select Materials Portfolio
|
FSDPX |
was added by Deleted User |
6/2/2014 10:59:02 PM |
|
Fidelity Select Technology Portfolio
|
FSPTX |
was added by Deleted User |
6/2/2014 10:59:02 PM |
|
Fidelity Select Telecommunications Portfolio
|
FSTCX |
was added by Deleted User |
6/2/2014 10:59:02 PM |
|
Fidelity Select Utilities Portfolio
|
FSUTX |
was added by Deleted User |
6/2/2014 10:59:02 PM |
|
Fidelity Small Cap Growth Fund
|
FCPGX |
was added by Deleted User |
6/2/2014 10:59:02 PM |
|
Fidelity Small Cap Value Fund
|
FCPVX |
was added by Deleted User |
6/2/2014 10:59:02 PM |
|
Fidelity Value Fund Class K
|
FVLKX |
was added by Deleted User |
6/2/2014 10:59:02 PM |
|
Harbor International Fund Institutional Class
|
HAINX |
was added by Deleted User |
6/2/2014 10:59:02 PM |
|
Fidelity Select Energy Portfolio
|
FSENX |
was added by Deleted User |
6/2/2014 10:59:01 PM |
|
Fidelity Select Consumer Staples Portfolio
|
FDFAX |
was added by Deleted User |
6/2/2014 10:59:01 PM |
|
Fidelity Select Health Care Portfolio
|
FSPHX |
was added by Deleted User |
6/2/2014 10:59:01 PM |
|
Artisan International Fund Institutional Class
|
APHIX |
was added by Deleted User |
6/2/2014 10:59:01 PM |
|
DFA Emerging Markets Value Portfolio Institutional Class
|
DFEVX |
was added by Deleted User |
6/2/2014 10:59:01 PM |
|
Dodge & Cox Stock Fund
|
DODGX |
was added by Deleted User |
6/2/2014 10:59:01 PM |
|
Fidelity Contrafund Fund Class K
|
FCNKX |
was added by Deleted User |
6/2/2014 10:59:01 PM |
|
Fidelity Mid-Cap Stock Fund Class K
|
FKMCX |
was added by Deleted User |
6/2/2014 10:59:01 PM |
|
Fidelity Select Consumer Discretionary Portfolio
|
FSCPX |
was added by Deleted User |
6/2/2014 10:59:01 PM |
|
Fidelity U.S. Bond Index Fund Institutional Class
|
FXSTX |
was added by Deleted User |
6/2/2014 10:59:00 PM |
|
Fidelity Total Bond Fund
|
FTBFX |
was added by Deleted User |
6/2/2014 10:59:00 PM |
|
Fidelity Balanced Fund Class K
|
FBAKX |
was added by Deleted User |
6/2/2014 10:59:00 PM |
|
T. Rowe Price Blue Chip Growth Fund
|
TRBCX |
was added by Deleted User |
6/2/2014 10:59:00 PM |
|
Fidelity International Index Fund Premium Class
|
FSIVX |
was added by Deleted User |
6/2/2014 10:59:00 PM |
|
Fidelity Extended Market Index Fund Premium Class
|
FSEVX |
was added by Deleted User |
6/2/2014 10:59:00 PM |
|
Fidelity 500 Index Fund Institutional Class
|
FXSIX |
was added by Deleted User |
6/2/2014 10:59:00 PM |
|
Northern Small Cap Value Fund
|
NOSGX |
was added by Deleted User |
6/2/2014 10:59:00 PM |
|
Fidelity Money Market Trust Retirement Government Money Market II Portfolio
|
FRTXX |
was added by Deleted User |
6/2/2014 10:59:00 PM |
|
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I
|
MPEGX |
was added by Deleted User |
6/2/2014 10:58:59 PM |
|
Lazard Emerging Markets Equity Portfolio Institutional Shares
|
LZEMX |
was added by Deleted User |
6/2/2014 10:58:59 PM |
|
Fidelity Freedom K 2050 Fund
|
FFKHX |
was added by Deleted User |
6/2/2014 10:58:59 PM |
|
Fidelity Freedom K 2055 Fund
|
FDENX |
was added by Deleted User |
6/2/2014 10:58:59 PM |
|
Fidelity Freedom K Income Fund
|
FFKAX |
was added by Deleted User |
6/2/2014 10:58:59 PM |
|
AllianzGI NFJ Dividend Value Fund Institutional Class
|
NFJEX |
was added by Deleted User |
6/2/2014 10:58:59 PM |
|
Artisan Mid Cap Value Fund Institutional Class
|
APHQX |
was added by Deleted User |
6/2/2014 10:58:59 PM |
|
Fidelity International Discovery Fund Class K
|
FIDKX |
was added by Deleted User |
6/2/2014 10:58:59 PM |
|
Fidelity Freedom K 2035 Fund
|
FKTHX |
was added by Deleted User |
6/2/2014 10:58:58 PM |
|
Fidelity Freedom K 2015 Fund
|
FKVFX |
was added by Deleted User |
6/2/2014 10:58:58 PM |
|
Fidelity Freedom K 2010 Fund
|
FFKCX |
was added by Deleted User |
6/2/2014 10:58:58 PM |
|
Fidelity Freedom K 2005 Fund
|
FFKVX |
was added by Deleted User |
6/2/2014 10:58:58 PM |
|
Fidelity Freedom K 2000
|
FFKBX |
was added by Deleted User |
6/2/2014 10:58:58 PM |
|
PIMCO Low Duration Fund Institutional Class
|
PTLDX |
was added by Deleted User |
6/2/2014 10:58:58 PM |
|
Fidelity Freedom K 2020 Fund
|
FFKDX |
was added by Deleted User |
6/2/2014 10:58:58 PM |
|
Fidelity Freedom K 2030 Fund
|
FFKEX |
was added by Deleted User |
6/2/2014 10:58:58 PM |
|
Fidelity Freedom K 2045 Fund
|
FFKGX |
was added by Deleted User |
6/2/2014 10:58:58 PM |
|
Fidelity Freedom K 2025 Fund
|
FKTWX |
was added by Deleted User |
6/2/2014 10:58:58 PM |
|
Fidelity Freedom K 2040 Fund
|
FFKFX |
was added by Deleted User |
6/2/2014 10:58:57 PM |
|
US Cash / Money Market
|
USCASH |
was added by Deleted User |
6/2/2014 10:58:57 PM |
|
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