LOWE BROCKENBROUGH & CO INC Diversified Active

CIK: 0000022657 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 18, 2016

Total Value ($000): $574,841 (100.0% shares, 0.0% debt)

Holdings (179)

XOM EXXON MOBIL CORP COM 5.1%
Value ($000) $29,317 Shares 312,748 Est. Cost $53.35 Unrealized +8.4%
PM PHILIP MORRIS INTL INC COM 2.7%
Value ($000) $15,646 Shares 153,813 Est. Cost $48.46 Unrealized +26.7%
JNJ JOHNSON & JOHNSON COM 2.5%
Value ($000) $14,485 Shares 119,416 Est. Cost $60.05 Unrealized +45.0%
CVX CHEVRON CORP NEW COM 2.3%
Value ($000) $13,254 Shares 126,430 Est. Cost $69.74 Unrealized -4.3%
AAPL APPLE INC COM 2.2%
Value ($000) $12,867 Shares 134,596 Est. Cost $18.71 Unrealized +20.9%
JPM JPMORGAN CHASE & CO COM 2.0%
Value ($000) $11,553 Shares 185,914 Est. Cost $36.39 Unrealized +32.8%
GENERAL ELECTRIC CO COM 2.0%
Value ($000) $11,522 Shares 366,007 Est. Cost $23.47 Unrealized
TMO THERMO FISHER SCIENTIFIC INC C 1.8%
Value ($000) $10,616 Shares 71,849 Est. Cost $79.76 Unrealized +80.0%
PEP PEPSICO INC COM 1.8%
Value ($000) $10,520 Shares 99,299 Est. Cost $56.02 Unrealized +37.6%
CVS CVS HEALTH CORPORATION COM 1.8%
Value ($000) $10,517 Shares 109,846 Est. Cost $42.83 Unrealized +74.0%
ORCL ORACLE CORP COM 1.8%
Value ($000) $10,371 Shares 253,396 Est. Cost $28.51 Unrealized +21.3%
CSCO CISCO SYS INC COM 1.8%
Value ($000) $10,251 Shares 357,299 Est. Cost $15.37 Unrealized +35.7%
MO ALTRIA GROUP INC COM 1.6%
Value ($000) $9,447 Shares 136,997 Est. Cost $16.75 Unrealized +98.2%
T AT&T INC COM 1.6%
Value ($000) $9,353 Shares 216,456 Est. Cost $12.00 Unrealized +25.9%
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $8,830 Shares 172,561 Est. Cost $26.71 Unrealized +72.1%
DIS DISNEY WALT CO COM DISNEY 1.5%
Value ($000) $8,586 Shares 87,777 Est. Cost $77.67 Unrealized +18.7%
MMM 3M CO COM 1.4%
Value ($000) $8,073 Shares 46,100 Est. Cost $61.26 Unrealized +67.2%
AETNA INC NEW COM 1.4%
Value ($000) $8,043 Shares 65,858 Est. Cost $67.82 Unrealized
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $7,940 Shares 93,780 Est. Cost $55.55 Unrealized +14.0%
COMCAST CORP NEW CL A 1.4%
Value ($000) $7,863 Shares 120,616 Est. Cost $56.43 Unrealized
E M C CORP MASS COM 1.3%
Value ($000) $7,374 Shares 271,386 Est. Cost $23.91 Unrealized
WFC WELLS FARGO & CO NEW COM 1.3%
Value ($000) $7,346 Shares 155,209 Est. Cost $31.63 Unrealized +17.7%
MERCK & CO INC NEW COM 1.3%
Value ($000) $7,345 Shares 127,503 Est. Cost $50.66 Unrealized
UNITED TECHNOLOGIES CORP COM 1.2%
Value ($000) $7,155 Shares 69,770 Est. Cost $101.31 Unrealized
DISCOVER FINL SVCS COM 1.2%
Value ($000) $7,048 Shares 131,520 Est. Cost $49.92 Unrealized
DLTR DOLLAR TREE INC COM 1.2%
Value ($000) $6,774 Shares 71,882 Est. Cost $54.38 Unrealized +55.6%
NSC NORFOLK SOUTHERN CORP COM 1.2%
Value ($000) $6,633 Shares 77,913 Est. Cost $58.00 Unrealized +20.2%
MCK MCKESSON CORP COM 1.1%
Value ($000) $6,547 Shares 35,076 Est. Cost $112.73 Unrealized +44.3%
AMGN AMGEN INC COM 1.1%
Value ($000) $6,469 Shares 42,517 Est. Cost $77.82 Unrealized +50.0%
ALLERGAN PLC 1.1%
Value ($000) $6,253 Shares 27,057 Est. Cost $300.65 Unrealized
ALPHABET INC CL A 1.1%
Value ($000) $6,154 Shares 8,747 Est. Cost $772.76 Unrealized
KO COCA COLA CO COM 1.1%
Value ($000) $6,133 Shares 135,287 Est. Cost $27.82 Unrealized +19.7%
UNH UNITEDHEALTH GROUP INC COM 1.1%
Value ($000) $6,104 Shares 43,227 Est. Cost $54.01 Unrealized +111.4%
NIELSEN HOLDINGS PLC 1.0%
Value ($000) $5,869 Shares 112,934 Est. Cost $44.47 Unrealized
HD HOME DEPOT INC COM 1.0%
Value ($000) $5,757 Shares 45,086 Est. Cost $82.36 Unrealized +27.4%
KMB KIMBERLY CLARK CORP COM 1.0%
Value ($000) $5,725 Shares 41,640 Est. Cost $63.06 Unrealized +49.0%
LEN LENNAR CORP CL A 1.0%
Value ($000) $5,489 Shares 119,058 Est. Cost $38.77 Unrealized +2.8%
PNC PNC FINL SVCS GROUP INC COM 0.9%
Value ($000) $5,410 Shares 66,469 Est. Cost $47.34 Unrealized +33.0%
COR AMERISOURCEBERGEN CORP COM 0.9%
Value ($000) $5,249 Shares 66,172 Est. Cost $40.52 Unrealized +47.8%
INTC INTEL CORP COM 0.9%
Value ($000) $5,236 Shares 159,647 Est. Cost $17.43 Unrealized +44.1%
AMZN AMAZON COM INC COM 0.9%
Value ($000) $5,057 Shares 7,066 Est. Cost $33.82 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.9%
Value ($000) $5,053 Shares 111,023 Est. Cost $23.68 Unrealized +47.1%
ALPHABET INC CLASS C 0.9%
Value ($000) $5,032 Shares 7,270 Est. Cost $758.90 Unrealized
TE CONNECTIVITY LTD 0.9%
Value ($000) $4,989 Shares 87,362 Est. Cost $59.47 Unrealized
ETN EATON CORP COM PLC 0.9%
Value ($000) $4,981 Shares 83,385 Est. Cost $47.09 Unrealized +5.7%
ABT ABBOTT LABS COM 0.8%
Value ($000) $4,882 Shares 124,182 Est. Cost $28.85 Unrealized +15.6%
QCOM QUALCOMM INC COM 0.8%
Value ($000) $4,868 Shares 90,866 Est. Cost $45.47 Unrealized -11.4%
PRICELINE.COM INC 0.8%
Value ($000) $4,823 Shares 3,863 Est. Cost $1207.53 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS 0.8%
Value ($000) $4,716 Shares 85,514 Est. Cost $49.05 Unrealized
AMP AMERIPRISE FINL INC COM 0.8%
Value ($000) $4,685 Shares 52,141 Est. Cost $59.57 Unrealized +32.9%
HESS CORP COM 0.8%
Value ($000) $4,374 Shares 72,778 Est. Cost $65.23 Unrealized
ROYAL CARIBBEAN CRUISES LTD CO 0.8%
Value ($000) $4,334 Shares 64,548 Est. Cost $81.87 Unrealized
SYY SYSCO CORP COM 0.7%
Value ($000) $4,098 Shares 80,769 Est. Cost $24.40 Unrealized +54.4%
IBM INTERNATIONAL BUSINESS MACHS C 0.7%
Value ($000) $3,853 Shares 25,386 Est. Cost $118.84 Unrealized -19.9%
SLB SCHLUMBERGER LTD COM 0.7%
Value ($000) $3,746 Shares 47,375 Est. Cost $53.72 Unrealized +8.4%
EMN EASTMAN CHEM CO COM 0.6%
Value ($000) $3,652 Shares 53,791 Est. Cost $53.59 Unrealized -0.1%
CHUBB LTD 0.6%
Value ($000) $3,493 Shares 26,720 Est. Cost $119.17 Unrealized
WMT WAL MART STORES INC COM 0.6%
Value ($000) $3,451 Shares 47,261 Est. Cost $19.87 Unrealized -1.8%
TJX TJX COS INC NEW COM 0.6%
Value ($000) $3,419 Shares 44,270 Est. Cost $20.91 Unrealized +59.5%
DAL DELTA AIR LINES INC 0.6%
Value ($000) $3,402 Shares 93,375 Est. Cost $37.78 Unrealized 0.0%
INVESCO LTD 0.6%
Value ($000) $3,296 Shares 129,041 Est. Cost $38.46 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.6%
Value ($000) $3,238 Shares 44,021 Est. Cost $28.67 Unrealized +76.2%
KHC THE KRAFT HEINZ CO 0.6%
Value ($000) $3,224 Shares 36,436 Est. Cost $47.82 Unrealized +12.1%
ELV ANTHEM INC. 0.6%
Value ($000) $3,209 Shares 24,434 Est. Cost $105.54 Unrealized +13.6%
MS MORGAN STANLEY COM NEW 0.5%
Value ($000) $3,043 Shares 117,129 Est. Cost $25.18 Unrealized -21.0%
DU PONT E I DE NEMOURS & CO CO 0.5%
Value ($000) $3,024 Shares 46,669 Est. Cost $53.48 Unrealized
ABBVIE INC. 0.5%
Value ($000) $3,004 Shares 48,522 Est. Cost $41.49 Unrealized
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $2,912 Shares 39,785 Est. Cost $44.38 Unrealized +28.2%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $2,853 Shares 23,710 Est. Cost $71.80 Unrealized +38.1%
DOV DOVER CORP COM 0.5%
Value ($000) $2,699 Shares 38,940 Est. Cost $39.99 Unrealized +14.6%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $2,610 Shares 46,741 Est. Cost $26.75 Unrealized +17.6%
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $2,517 Shares 48,259 Est. Cost $40.26 Unrealized +3.2%
DGX QUEST DIAGNOSTICS INC COM 0.4%
Value ($000) $2,391 Shares 29,375 Est. Cost $46.55 Unrealized +35.3%
XLK SELECT SECTOR SPDR TR SBI INT- 0.4%
Value ($000) $2,303 Shares 53,110 Est. Cost $36.08 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $2,244 Shares 24,430 Est. Cost $45.09 Unrealized +59.2%
IYW ISHARES USTECHNOLOGY ETF 0.4%
Value ($000) $2,191 Shares 20,815 Est. Cost $89.32 Unrealized
BDX BECTON DICKINSON & CO COM 0.4%
Value ($000) $2,127 Shares 12,540 Est. Cost $79.03 Unrealized +75.0%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $2,080 Shares 36,423 Est. Cost $32.74 Unrealized +41.8%
MEDTRONIC PLC 0.4%
Value ($000) $2,031 Shares 23,408 Est. Cost $77.97 Unrealized
MKL MARKEL CORP COM 0.3%
Value ($000) $1,990 Shares 2,089 Est. Cost $523.59 Unrealized +77.9%
TGT TARGET CORP COM 0.3%
Value ($000) $1,931 Shares 27,654 Est. Cost $47.91 Unrealized +17.1%
TAP MOLSON COORS BREWING CO CL B 0.3%
Value ($000) $1,864 Shares 18,433 Est. Cost $37.25 Unrealized +107.5%
ROYAL DUTCH SHELL PLC SPONS AD 0.3%
Value ($000) $1,792 Shares 32,458 Est. Cost $63.82 Unrealized
CAH CARDINAL HEALTH INC COM 0.3%
Value ($000) $1,773 Shares 22,725 Est. Cost $36.30 Unrealized +66.0%
THG HANOVER INS GROUP INC COM 0.3%
Value ($000) $1,750 Shares 20,678 Est. Cost $35.03 Unrealized +86.0%
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $1,742 Shares 23,867 Est. Cost $52.35 Unrealized +0.1%
C.H. ROBINSON WORLDWIDE INC 0.3%
Value ($000) $1,671 Shares 22,510 Est. Cost $56.94 Unrealized
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $1,622 Shares 19,445 Est. Cost $36.21 Unrealized +73.3%
NVS NOVARTIS A G SPONSORED ADR 0.3%
Value ($000) $1,545 Shares 18,724 Est. Cost $71.04 Unrealized
INGR INGREDION INC 0.3%
Value ($000) $1,527 Shares 11,803 Est. Cost $66.94 Unrealized +73.8%
TRV TRAVELERS COMPANIES INC COM 0.3%
Value ($000) $1,476 Shares 12,395 Est. Cost $63.44 Unrealized +44.2%
BLACKROCK INC CL A 0.2%
Value ($000) $1,424 Shares 4,157 Est. Cost $258.71 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT- 0.2%
Value ($000) $1,401 Shares 61,300 Est. Cost $20.25 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $1,400 Shares 10,058 Est. Cost $56.44 Unrealized +100.3%
MEDIA GEN INC CL A 0.2%
Value ($000) $1,359 Shares 79,034 Est. Cost $16.73 Unrealized
BB&T CORP COM 0.2%
Value ($000) $1,354 Shares 38,029 Est. Cost $33.88 Unrealized
ACH OWENS & MINOR INC NEW COM 0.2%
Value ($000) $1,326 Shares 35,471 Est. Cost $28.44 Unrealized +17.3%
ATR APTARGROUP INC COM 0.2%
Value ($000) $1,318 Shares 16,661 Est. Cost $47.83 Unrealized +42.1%
ALL ALLSTATE CORP COM 0.2%
Value ($000) $1,297 Shares 18,548 Est. Cost $37.12 Unrealized +45.8%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $1,268 Shares 12,177 Est. Cost $50.09 Unrealized +66.3%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $1,264 Shares 11,733 Est. Cost $57.55 Unrealized +27.0%
MSM MSC INDUSTRIAL DIRECT CO-A 0.2%
Value ($000) $1,252 Shares 17,738 Est. Cost $74.13 Unrealized +0.1%
GLW CORNING INC COM 0.2%
Value ($000) $1,230 Shares 60,075 Est. Cost $11.64 Unrealized +33.3%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $1,223 Shares 30,336 Est. Cost $22.46 Unrealized +29.9%
PH PARKER HANNIFIN CORP COM 0.2%
Value ($000) $1,167 Shares 10,803 Est. Cost $79.51 Unrealized +21.3%
D DOMINION RES INC VA NEW COM 0.2%
Value ($000) $1,115 Shares 14,312 Est. Cost $35.15 Unrealized +35.8%
EXPRESS SCRIPTS HOLDING CO 0.2%
Value ($000) $1,110 Shares 14,647 Est. Cost $69.25 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $1,085 Shares 5 Est. Cost $165023.42 Unrealized +30.0%
RLI RLI CORP COM 0.2%
Value ($000) $1,036 Shares 15,060 Est. Cost $12.57 Unrealized +85.2%
WESTROCK CO. 0.2%
Value ($000) $989 Shares 25,440 Est. Cost $38.97 Unrealized
CLARCOR INC. 0.2%
Value ($000) $985 Shares 16,200 Est. Cost $53.10 Unrealized
RMD RESMED INC. 0.2%
Value ($000) $984 Shares 15,555 Est. Cost $38.42 Unrealized +37.5%
GIS GENERAL MLS INC COM 0.2%
Value ($000) $966 Shares 13,540 Est. Cost $31.98 Unrealized +42.1%
VOT VANGUARD INDEX FDS MCAP GR IDX 0.2%
Value ($000) $943 Shares 9,255 Est. Cost $78.74 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $937 Shares 15,420 Est. Cost $59.62 Unrealized -7.3%
TEVA TEVA PHARMACEUTICAL INDS LTD A 0.2%
Value ($000) $922 Shares 18,360 Est. Cost $39.20 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $884 Shares 11,225 Est. Cost $42.21 Unrealized +51.8%
MARATHON PETROLEUM CORP 0.2%
Value ($000) $866 Shares 22,823 Est. Cost $55.27 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $846 Shares 42,642 Est. Cost $21.94 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $834 Shares 10,530 Est. Cost $32.79 Unrealized +97.6%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $821 Shares 18,145 Est. Cost $30.55 Unrealized +22.7%
ABM ABM INDUSTRIES, INC. 0.1%
Value ($000) $809 Shares 22,182 Est. Cost $17.69 Unrealized +57.3%
CONOCOPHILLIPS COM 0.1%
Value ($000) $774 Shares 17,759 Est. Cost $60.67 Unrealized
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $772 Shares 9,728 Est. Cost $52.08 Unrealized +23.6%
MOSAIC CO COM 0.1%
Value ($000) $757 Shares 28,900 Est. Cost $37.73 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $739 Shares 8,205 Est. Cost $85.42 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $736 Shares 9,081 Est. Cost $69.35 Unrealized +0.9%
SCHM SCHWAB US MID CAP ETF 0.1%
Value ($000) $727 Shares 17,303 Est. Cost $40.38 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLAS 0.1%
Value ($000) $723 Shares 6,380 Est. Cost $63.81 Unrealized +56.5%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $709 Shares 9,352 Est. Cost $61.49 Unrealized -2.7%
PENSKE AUTOMOTIVE GRP INC COM 0.1%
Value ($000) $708 Shares 22,505 Est. Cost $31.46 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $697 Shares 19,624 Est. Cost $41.74 Unrealized
TORCHMARK CORP COM 0.1%
Value ($000) $690 Shares 11,168 Est. Cost $60.87 Unrealized
EVEREST RE GROUP LTD COM 0.1%
Value ($000) $681 Shares 3,729 Est. Cost $182.62 Unrealized
PATTERSON COMPANIES INC COM 0.1%
Value ($000) $678 Shares 14,165 Est. Cost $38.68 Unrealized
SUNTRUST BKS INC COM 0.1%
Value ($000) $667 Shares 16,244 Est. Cost $31.99 Unrealized
VENTAS INC. 0.1%
Value ($000) $663 Shares 9,100 Est. Cost $62.99 Unrealized
IJR ISHARES TR S&P SMLCAP 600 0.1%
Value ($000) $637 Shares 5,485 Est. Cost $109.44 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $616 Shares 17,505 Est. Cost $16.49 Unrealized +27.7%
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $616 Shares 9,295 Est. Cost $47.99 Unrealized +11.5%
VIG VANGUARD SPECIALIZED PORTFOLIO 0.1%
Value ($000) $601 Shares 7,220 Est. Cost $66.23 Unrealized
IWR ISHARES TR INDEX RUSSELL MIDCA 0.1%
Value ($000) $596 Shares 3,545 Est. Cost $150.75 Unrealized
DOW CHEM CO COM 0.1%
Value ($000) $595 Shares 11,971 Est. Cost $38.90 Unrealized
PRAXAIR INC COM 0.1%
Value ($000) $578 Shares 5,144 Est. Cost $115.20 Unrealized
TTC TORO CO COM 0.1%
Value ($000) $560 Shares 6,350 Est. Cost $23.03 Unrealized +89.6%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $552 Shares 6,660 Est. Cost $38.97 Unrealized +26.9%
LINEAR TECHNOLOGY CORP COM 0.1%
Value ($000) $528 Shares 11,350 Est. Cost $37.91 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $521 Shares 9,445 Est. Cost $42.50 Unrealized +18.4%
XLE SELECT SECTOR SPDR TR SBI INT- 0.1%
Value ($000) $516 Shares 7,557 Est. Cost $71.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $488 Shares 3,368 Est. Cost $110.02 Unrealized +29.9%
UNP UNION PAC CORP COM 0.1%
Value ($000) $457 Shares 5,233 Est. Cost $64.51 Unrealized +5.8%
IWM ISHARES TR INDEX RUSSELL 2000 0.1%
Value ($000) $430 Shares 3,742 Est. Cost $108.64 Unrealized
UVV UNIVERSAL CORP VA COM 0.1%
Value ($000) $408 Shares 7,060 Est. Cost $58.13 Unrealized -5.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $403 Shares 9,391 Est. Cost $26.73 Unrealized +12.2%
CSX CSX CORP COM 0.1%
Value ($000) $381 Shares 14,595 Est. Cost $7.77 Unrealized -2.4%
TD TORONTO DOMINION BK ONT COM NE 0.1%
Value ($000) $381 Shares 8,880 Est. Cost $42.56 Unrealized +2.3%
AEP AMERICAN ELEC PWR INC COM 0.1%
Value ($000) $366 Shares 5,222 Est. Cost $30.03 Unrealized +55.2%
CAJPY CANON INC - SPONS ADR 0.1%
Value ($000) $364 Shares 12,738 Est. Cost $32.72 Unrealized
GLAXOSMITHKLINE PLC SPONSORED 0.1%
Value ($000) $346 Shares 7,983 Est. Cost $49.84 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.1%
Value ($000) $334 Shares 6,558 Est. Cost $42.63 Unrealized -9.8%
PSX PHILLIPS 66 0.1%
Value ($000) $334 Shares 4,212 Est. Cost $40.28 Unrealized +40.8%
VIACOM INC NEW CL B 0.1%
Value ($000) $326 Shares 7,850 Est. Cost $70.19 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $325 Shares 6,061 Est. Cost $26.81 Unrealized +25.4%
SON SONOCO PRODS CO COM 0.1%
Value ($000) $323 Shares 6,495 Est. Cost $23.16 Unrealized +48.5%
MEREDITH CORP COM 0.1%
Value ($000) $315 Shares 6,060 Est. Cost $42.53 Unrealized
FHI FEDERATED INVS INC PA CL B 0.0%
Value ($000) $281 Shares 9,750 Est. Cost $16.58 Unrealized +17.2%
MA MASTERCARD INC CL A 0.0%
Value ($000) $258 Shares 2,930 Est. Cost $81.25 Unrealized +11.1%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $252 Shares 11,645 Est. Cost $18.03 Unrealized -33.7%
IWD ISHARES TR INDEX RUSSELL1000VA 0.0%
Value ($000) $251 Shares 2,428 Est. Cost $83.82 Unrealized
CDK GLOBAL, INC. 0.0%
Value ($000) $236 Shares 4,262 Est. Cost $55.37 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $235 Shares 3,289 Est. Cost $50.47 Unrealized -3.0%
BLACKSTONE GROUP LP 0.0%
Value ($000) $228 Shares 9,282 Est. Cost $24.84 Unrealized
MITTX MASSACHUSETTS INVS TR SH BEN I 0.0%
Value ($000) $213 Shares 7,737 Est. Cost $27.66 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGH 0.0%
Value ($000) $213 Shares 5,000 Est. Cost $44.74 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $211 Shares 1,500 Est. Cost $135.27 Unrealized 0.0%
VWNEX VANGUARD/WINDSOR FD INC ADMIRA 0.0%
Value ($000) $202 Shares 3,172 Est. Cost $59.55 Unrealized
BAC BANK OF AMERICA CORPORATION CO 0.0%
Value ($000) $186 Shares 14,050 Est. Cost $13.20 Unrealized -14.1%
FLEX FLEXTRONICS INTL LTD ORD 0.0%
Value ($000) $186 Shares 15,750 Est. Cost $5.46 Unrealized +70.5%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $145 Shares 10,578 Est. Cost $15.16 Unrealized -6.0%