NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 10, 2014

Total Value ($000): $995,937 (100.0% shares, 0.0% debt)

Holdings (267)

XOM EXXON MOBIL CORP 7.7%
Value ($000) $76,254 Shares 757,382 Est. Cost $53.69 Unrealized +15.2%
SLB SCHLUMBERGER LTD 5.1%
Value ($000) $51,183 Shares 433,941 Est. Cost $53.25 Unrealized +40.6%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $33,551 Shares 320,699 Est. Cost $60.32 Unrealized +21.3%
AAPL APPLE INC 3.1%
Value ($000) $31,298 Shares 336,786 Est. Cost $18.06 Unrealized +3.3%
BP BP P L C 2.2%
Value ($000) $21,820 Shares 413,651 Est. Cost $42.03 Unrealized
MRK MERCK & COMPANY 1.9%
Value ($000) $18,887 Shares 326,481 Est. Cost $30.02 Unrealized +26.5%
WFC WELLS FARGO 1.9%
Value ($000) $18,882 Shares 359,245 Est. Cost $27.44 Unrealized +32.3%
GENERAL ELECTRIC CO 1.9%
Value ($000) $18,832 Shares 716,579 Est. Cost $23.19 Unrealized
QCOM QUALCOMM INC 1.7%
Value ($000) $17,340 Shares 218,942 Est. Cost $45.06 Unrealized +27.2%
TMO THERMO FISHER SCIENTIFIC INC 1.7%
Value ($000) $16,783 Shares 142,227 Est. Cost $79.88 Unrealized +42.0%
IBM INTL BUSINESS MACHINES 1.6%
Value ($000) $16,010 Shares 88,320 Est. Cost $118.94 Unrealized -5.6%
PRECISION CASTPARTS CORP 1.6%
Value ($000) $15,905 Shares 63,015 Est. Cost $226.01 Unrealized
NSC NORFOLK SOUTHERN CORP 1.6%
Value ($000) $15,820 Shares 153,541 Est. Cost $57.67 Unrealized +31.8%
NEE NEXTERA ENERGY INC 1.6%
Value ($000) $15,648 Shares 152,701 Est. Cost $14.15 Unrealized +26.6%
BKU BANKUNITED INC 1.4%
Value ($000) $14,386 Shares 429,675 Est. Cost $23.16 Unrealized +1.6%
INTC INTEL CORP 1.4%
Value ($000) $13,550 Shares 438,529 Est. Cost $17.18 Unrealized +20.4%
DUPONT E I DE NEMOURS CO 1.3%
Value ($000) $12,739 Shares 194,664 Est. Cost $52.50 Unrealized
CHICAGO BRIDGE & IRON CO NV 1.3%
Value ($000) $12,702 Shares 186,244 Est. Cost $60.77 Unrealized
CVX CHEVRON CORP 1.3%
Value ($000) $12,636 Shares 96,790 Est. Cost $71.36 Unrealized +6.4%
DIS DISNEY (WALT) CO 1.2%
Value ($000) $12,145 Shares 141,645 Est. Cost $56.17 Unrealized +30.7%
EXPRESS SCRIPTS HOLDING COMPAN 1.2%
Value ($000) $11,921 Shares 171,943 Est. Cost $61.74 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 1.2%
Value ($000) $11,515 Shares 44,195 Est. Cost $211.68 Unrealized
SPY S&P 500 DEPOSITORY RECEIPTS 1.1%
Value ($000) $11,050 Shares 56,459 Est. Cost $160.61 Unrealized
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $10,931 Shares 131,839 Est. Cost $37.39 Unrealized +44.6%
EPD ENTERPRISE PRODS PARTNERS 1.1%
Value ($000) $10,594 Shares 135,314 Est. Cost $62.15 Unrealized
JACOBS ENGINEERING GROUP 1.1%
Value ($000) $10,543 Shares 197,879 Est. Cost $55.13 Unrealized
LINEAR TECHNOLOGY CORP 1.0%
Value ($000) $10,294 Shares 218,705 Est. Cost $47.07 Unrealized
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $9,808 Shares 124,797 Est. Cost $55.00 Unrealized +6.0%
PVH PVH CORP 1.0%
Value ($000) $9,769 Shares 83,775 Est. Cost $112.68 Unrealized +8.6%
GOOGLE INC CL A 0.9%
Value ($000) $9,313 Shares 15,928 Est. Cost $876.31 Unrealized
GOOGLE INC CL C 0.9%
Value ($000) $9,123 Shares 15,858 Est. Cost $575.29 Unrealized
UNP UNION PACIFIC CORP 0.9%
Value ($000) $9,101 Shares 91,238 Est. Cost $65.88 Unrealized +13.5%
GBDC GOLUB CAPITAL BDC INC 0.9%
Value ($000) $8,650 Shares 488,669 Est. Cost $6.08 Unrealized -1.5%
FLS FLOWSERVE CORP 0.8%
Value ($000) $8,097 Shares 108,906 Est. Cost $46.83 Unrealized +29.8%
UNITED TECHNOLOGIES CORP 0.8%
Value ($000) $8,002 Shares 69,314 Est. Cost $93.34 Unrealized
UPS UNITED PARCEL SERVICE CLASS B 0.8%
Value ($000) $7,924 Shares 77,191 Est. Cost $55.38 Unrealized +20.2%
NSRGY NESTLE SPONSORED ADR 0.8%
Value ($000) $7,883 Shares 101,757 Est. Cost $66.03 Unrealized
WAB WABTEC CORP 0.8%
Value ($000) $7,756 Shares 93,904 Est. Cost $49.35 Unrealized +46.6%
MU MICRON TECHNOLOGY INC 0.8%
Value ($000) $7,731 Shares 234,640 Est. Cost $13.14 Unrealized +102.5%
JPM J P MORGAN CHASE & CO 0.8%
Value ($000) $7,720 Shares 133,978 Est. Cost $36.43 Unrealized +13.1%
PEP PEPSICO INC 0.8%
Value ($000) $7,719 Shares 86,403 Est. Cost $56.00 Unrealized +8.8%
CELGENE CORP 0.7%
Value ($000) $6,985 Shares 81,332 Est. Cost $105.94 Unrealized
CHUBB CORP 0.7%
Value ($000) $6,905 Shares 74,918 Est. Cost $84.99 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.7%
Value ($000) $6,528 Shares 79,025 Est. Cost $50.76 Unrealized +24.2%
KO COCA-COLA CO 0.7%
Value ($000) $6,489 Shares 153,181 Est. Cost $27.88 Unrealized +0.8%
EMR EMERSON ELECTRIC CO 0.6%
Value ($000) $6,471 Shares 97,513 Est. Cost $44.16 Unrealized +11.3%
PIEDMONT NATURAL GAS 0.6%
Value ($000) $6,402 Shares 171,130 Est. Cost $33.74 Unrealized
SU SUNCOR ENERGY INC 0.6%
Value ($000) $6,164 Shares 144,597 Est. Cost $19.72 Unrealized +31.8%
EMC CORP 0.6%
Value ($000) $6,086 Shares 231,064 Est. Cost $23.66 Unrealized
HTLD HEARTLAND EXPRESS 0.6%
Value ($000) $6,066 Shares 284,277 Est. Cost $13.77 Unrealized +57.1%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.6%
Value ($000) $5,822 Shares 22,650 Est. Cost $173.89 Unrealized
T AT&T INC (NEW) 0.6%
Value ($000) $5,639 Shares 159,484 Est. Cost $11.40 Unrealized +3.3%
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.6%
Value ($000) $5,598 Shares 44,230 Est. Cost $115.36 Unrealized +9.7%
NORTHEAST UTILITIES 0.6%
Value ($000) $5,561 Shares 117,657 Est. Cost $42.01 Unrealized
HUBBELL INC CL B 0.5%
Value ($000) $5,361 Shares 43,530 Est. Cost $99.00 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $5,304 Shares 178,723 Est. Cost $16.46 Unrealized +6.6%
FDX FEDEX CORP 0.5%
Value ($000) $5,213 Shares 34,439 Est. Cost $81.95 Unrealized +44.6%
DHR DANAHER CORP 0.5%
Value ($000) $5,211 Shares 66,193 Est. Cost $25.01 Unrealized +24.4%
GLW CORNING INC 0.5%
Value ($000) $5,155 Shares 234,863 Est. Cost $10.49 Unrealized +49.4%
BB&T CORPORATION 0.5%
Value ($000) $5,138 Shares 130,315 Est. Cost $33.80 Unrealized
BA BOEING CO 0.5%
Value ($000) $5,108 Shares 40,146 Est. Cost $91.56 Unrealized +23.0%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $5,058 Shares 103,390 Est. Cost $27.04 Unrealized -0.9%
MMM 3M COMPANY 0.5%
Value ($000) $5,004 Shares 34,933 Est. Cost $61.26 Unrealized +32.3%
PLUM CREEK TIMBER CO INC 0.5%
Value ($000) $4,989 Shares 110,624 Est. Cost $46.33 Unrealized
NKE NIKE INC 0.5%
Value ($000) $4,861 Shares 62,690 Est. Cost $27.20 Unrealized +18.2%
COP CONOCO PHILLIPS 0.5%
Value ($000) $4,853 Shares 56,608 Est. Cost $43.95 Unrealized +21.4%
MCD MCDONALDS CORP 0.5%
Value ($000) $4,606 Shares 45,724 Est. Cost $73.77 Unrealized +1.4%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $4,586 Shares 94,541 Est. Cost $29.04 Unrealized +15.3%
HD HOME DEPOT 0.5%
Value ($000) $4,552 Shares 56,219 Est. Cost $56.75 Unrealized +5.9%
FCNTX FIDELITY CONTRAFUND 0.5%
Value ($000) $4,515 Shares 45,456 Est. Cost $86.49 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $4,299 Shares 76,163 Est. Cost $27.63 Unrealized +19.4%
GNC HOLDINGS INC CLASS A 0.4%
Value ($000) $4,162 Shares 122,037 Est. Cost $58.45 Unrealized
HON HONEYWELL INTERNATIONAL 0.4%
Value ($000) $4,076 Shares 43,843 Est. Cost $53.13 Unrealized +23.7%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $4,055 Shares 42,737 Est. Cost $63.24 Unrealized +20.8%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,956 Shares 49,894 Est. Cost $48.32 Unrealized +9.4%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $3,810 Shares 33,082 Est. Cost $90.52 Unrealized +1.4%
ORCL ORACLE CORP 0.4%
Value ($000) $3,578 Shares 88,283 Est. Cost $27.58 Unrealized +25.7%
AME AMETEK INC 0.4%
Value ($000) $3,514 Shares 67,209 Est. Cost $41.48 Unrealized +17.1%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.3%
Value ($000) $3,418 Shares 18 Est. Cost $173021.84 Unrealized +9.7%
DVN DEVON ENERGY CORP 0.3%
Value ($000) $3,301 Shares 41,575 Est. Cost $45.13 Unrealized +8.7%
WMB WILLIAMS COS 0.3%
Value ($000) $3,103 Shares 53,317 Est. Cost $22.82 Unrealized +5.9%
MSFT MICROSOFT CORP 0.3%
Value ($000) $3,091 Shares 74,118 Est. Cost $27.34 Unrealized +24.2%
MKL MARKEL CORP HOLDING CO 0.3%
Value ($000) $3,075 Shares 4,690 Est. Cost $523.59 Unrealized +20.3%
BUNGE LIMITED 0.3%
Value ($000) $3,051 Shares 40,338 Est. Cost $71.32 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $2,975 Shares 27,375 Est. Cost $61.55 Unrealized +26.8%
ABT ABBOTT LABS 0.3%
Value ($000) $2,959 Shares 72,343 Est. Cost $28.31 Unrealized +11.3%
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $2,901 Shares 89,618 Est. Cost $22.37 Unrealized +4.2%
ANADARKO PETROLEUM CORP 0.3%
Value ($000) $2,870 Shares 26,221 Est. Cost $93.02 Unrealized
PAA PLAINS ALL AMER PIPELINE LP 0.3%
Value ($000) $2,756 Shares 45,904 Est. Cost $55.81 Unrealized
DE DEERE & CO 0.3%
Value ($000) $2,623 Shares 28,973 Est. Cost $68.07 Unrealized +8.9%
TENN VALLEY AU 3.955% PFD VAR 0.3%
Value ($000) $2,509 Shares 103,550 Est. Cost $24.97 Unrealized
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $2,495 Shares 21,030 Est. Cost $36.66 Unrealized +24.8%
PSX CONOCO PHILLIPS 66 0.2%
Value ($000) $2,429 Shares 30,206 Est. Cost $50.22 Unrealized +7.9%
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $2,333 Shares 31,444 Est. Cost $41.83 Unrealized +6.4%
V VISA INC 0.2%
Value ($000) $2,263 Shares 10,738 Est. Cost $40.36 Unrealized +19.4%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $2,186 Shares 24,550 Est. Cost $47.34 Unrealized +26.3%
POWERSHARES QQQ TRUST UNIT SER 0.2%
Value ($000) $2,154 Shares 22,940 Est. Cost $72.36 Unrealized
KINDER MORGAN ENERGY PRTNRS 0.2%
Value ($000) $2,113 Shares 25,699 Est. Cost $83.85 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,086 Shares 30,593 Est. Cost $44.38 Unrealized +15.4%
NEM NEWMONT MINING CORP 0.2%
Value ($000) $2,055 Shares 80,796 Est. Cost $23.00 Unrealized -18.5%
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $2,043 Shares 28,025 Est. Cost $44.53 Unrealized +42.5%
WMT WAL-MART STORES INC 0.2%
Value ($000) $2,026 Shares 26,984 Est. Cost $20.16 Unrealized +1.8%
FMILX FIDELITY NEW MILLENNIUM FUND 0.2%
Value ($000) $1,920 Shares 45,769 Est. Cost $39.13 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,853 Shares 16,657 Est. Cost $63.21 Unrealized +13.5%
PRAXAIR INC 0.2%
Value ($000) $1,807 Shares 13,598 Est. Cost $115.47 Unrealized
USB U S BANCORP 0.2%
Value ($000) $1,776 Shares 40,988 Est. Cost $22.41 Unrealized +24.6%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,769 Shares 47,205 Est. Cost $22.78 Unrealized +14.5%
FBIOX FIDELITY SELECT BIOTECH FUND 0.2%
Value ($000) $1,728 Shares 8,626 Est. Cost $175.83 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $1,709 Shares 22,139 Est. Cost $46.59 Unrealized +20.8%
FCVSX FIDELITY CONVERTIBLE SECS 0.2%
Value ($000) $1,594 Shares 48,032 Est. Cost $28.95 Unrealized
DOW CHEMICAL CO 0.2%
Value ($000) $1,539 Shares 29,905 Est. Cost $32.17 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $1,512 Shares 8,120 Est. Cost $163.23 Unrealized 0.0%
WALGREEN COMPANY 0.2%
Value ($000) $1,510 Shares 20,369 Est. Cost $44.20 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $1,489 Shares 18,074 Est. Cost $63.80 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $1,484 Shares 17,602 Est. Cost $49.85 Unrealized -3.2%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,436 Shares 57,768 Est. Cost $15.24 Unrealized +9.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,366 Shares 16,710 Est. Cost $51.50 Unrealized +26.6%
RIO RIO TINTO PLC ADR SPONSORED 0.1%
Value ($000) $1,362 Shares 25,100 Est. Cost $42.13 Unrealized
MCGRAW HILL COS 0.1%
Value ($000) $1,323 Shares 15,940 Est. Cost $53.17 Unrealized
MEDTRONIC INC 0.1%
Value ($000) $1,321 Shares 20,723 Est. Cost $51.64 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $1,316 Shares 15,035 Est. Cost $49.85 Unrealized +31.3%
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $1,226 Shares 33,307 Est. Cost $32.29 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1,214 Shares 26,750 Est. Cost $26.97 Unrealized 0.0%
RTI INTERNATIONAL METALS 0.1%
Value ($000) $1,205 Shares 45,325 Est. Cost $27.70 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1,200 Shares 24,369 Est. Cost $32.41 Unrealized +19.2%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,193 Shares 23,218 Est. Cost $40.27 Unrealized +20.5%
TOCQUEVILLE GOLD FUND 0.1%
Value ($000) $1,186 Shares 26,378 Est. Cost $44.96 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,177 Shares 28,055 Est. Cost $16.28 Unrealized +17.9%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $1,159 Shares 33,525 Est. Cost $26.53 Unrealized +28.0%
FIDELITY INDEPENDNCE FD 0.1%
Value ($000) $1,122 Shares 27,926 Est. Cost $30.00 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $1,081 Shares 25,466 Est. Cost $35.62 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $1,078 Shares 22,550 Est. Cost $25.31 Unrealized +34.4%
FCX FREEPORT MCMORAN COP & GLD INC 0.1%
Value ($000) $1,040 Shares 28,500 Est. Cost $25.33 Unrealized +16.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,034 Shares 6,176 Est. Cost $120.06 Unrealized +7.2%
TGT TARGET CORP 0.1%
Value ($000) $999 Shares 17,245 Est. Cost $47.18 Unrealized -11.8%
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $982 Shares 16,660 Est. Cost $53.26 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $980 Shares 27,000 Est. Cost $18.81 Unrealized 0.0%
PFF ISHARES TR US PFD STK IDX 0.1%
Value ($000) $973 Shares 24,375 Est. Cost $39.28 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $948 Shares 61,691 Est. Cost $11.31 Unrealized +8.2%
NVO NOVO NORDISK A/S SPON ADR 0.1%
Value ($000) $924 Shares 20,002 Est. Cost $57.50 Unrealized
REAVES UTILITY INCOME FUND 0.1%
Value ($000) $899 Shares 30,000 Est. Cost $29.97 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $853 Shares 10,150 Est. Cost $54.49 Unrealized
CSX CSX CORP 0.1%
Value ($000) $782 Shares 25,390 Est. Cost $6.66 Unrealized +21.5%
GWW GRAINGER W W INC 0.1%
Value ($000) $774 Shares 3,042 Est. Cost $202.69 Unrealized +4.3%
DVY ISHARES TR DJ SEL DIV INX 0.1%
Value ($000) $764 Shares 9,929 Est. Cost $64.75 Unrealized
TAC TRANSALTA CORP 0.1%
Value ($000) $749 Shares 61,000 Est. Cost $11.95 Unrealized 0.0%
BAX BAXTER INTERNATIONAL 0.1%
Value ($000) $734 Shares 10,159 Est. Cost $31.05 Unrealized +5.3%
HESS CORP 0.1%
Value ($000) $728 Shares 7,360 Est. Cost $66.53 Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $717 Shares 9,029 Est. Cost $43.57 Unrealized +25.7%
MKC MCCORMICK & CO 0.1%
Value ($000) $704 Shares 9,826 Est. Cost $28.19 Unrealized +1.3%
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $700 Shares 14,000 Est. Cost $50.00 Unrealized
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $695 Shares 18,441 Est. Cost $33.31 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $689 Shares 10,599 Est. Cost $42.07 Unrealized +14.8%
TWENTY FIRST CENTURY FOX CL B 0.1%
Value ($000) $688 Shares 20,110 Est. Cost $34.21 Unrealized
XLY CONS DISC SELECT SECTOR SPDR 0.1%
Value ($000) $688 Shares 10,310 Est. Cost $60.90 Unrealized
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $674 Shares 17,112 Est. Cost $34.22 Unrealized
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $655 Shares 6,311 Est. Cost $67.30 Unrealized +31.7%
FLPSX FIDELITY LOW PRICE STOCK FUND 0.1%
Value ($000) $649 Shares 12,518 Est. Cost $45.65 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $626 Shares 4,999 Est. Cost $67.72 Unrealized +44.5%
CERNER CORP 0.1%
Value ($000) $624 Shares 12,100 Est. Cost $48.02 Unrealized
APACHE CORP 0.1%
Value ($000) $608 Shares 6,048 Est. Cost $85.05 Unrealized
JOHNSON CTLS INC 0.1%
Value ($000) $605 Shares 12,110 Est. Cost $35.91 Unrealized
PPL PPL CORP 0.1%
Value ($000) $594 Shares 16,706 Est. Cost $16.47 Unrealized +13.8%
VWO VANGUARD MSCI EMERGING MARKETS 0.1%
Value ($000) $594 Shares 13,763 Est. Cost $39.68 Unrealized
SWPPX SCHWAB S&P 500IDEX SELECT 0.1%
Value ($000) $589 Shares 19,055 Est. Cost $25.54 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $583 Shares 12,374 Est. Cost $36.61 Unrealized -3.3%
GIS GENERAL MILLS INC 0.1%
Value ($000) $576 Shares 10,964 Est. Cost $31.98 Unrealized +11.9%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $573 Shares 13,001 Est. Cost $25.63 Unrealized +23.3%
OKE ONEOK INC 0.1%
Value ($000) $572 Shares 8,400 Est. Cost $20.18 Unrealized +55.0%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $567 Shares 9,000 Est. Cost $31.42 Unrealized +9.6%
AMZN AMAZON.COM INC 0.1%
Value ($000) $554 Shares 1,704 Est. Cost $15.11 Unrealized +4.7%
INGERSOLL-RAND PLC 0.1%
Value ($000) $550 Shares 8,800 Est. Cost $55.48 Unrealized
EOG EOG RESOURCES INC. 0.1%
Value ($000) $532 Shares 4,552 Est. Cost $57.73 Unrealized +32.8%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $519 Shares 6,145 Est. Cost $47.69 Unrealized +11.5%
JOY GLOBAL INC 0.1%
Value ($000) $511 Shares 8,300 Est. Cost $52.05 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $498 Shares 5,472 Est. Cost $40.29 Unrealized +40.9%
KNIGHT TRANSPORTATION 0.0%
Value ($000) $483 Shares 20,325 Est. Cost $16.82 Unrealized
ENCANA CORP 0.0%
Value ($000) $480 Shares 20,250 Est. Cost $16.94 Unrealized
HUBBELL INC CL A 0.0%
Value ($000) $480 Shares 3,850 Est. Cost $90.13 Unrealized
PEOPLES UNITED FIN'L 0.0%
Value ($000) $461 Shares 30,401 Est. Cost $14.91 Unrealized
COMCAST CORP CL A SPECIAL 0.0%
Value ($000) $459 Shares 8,600 Est. Cost $39.65 Unrealized
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $456 Shares 18,999 Est. Cost $24.00 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $456 Shares 8,176 Est. Cost $28.51 Unrealized +22.4%
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $455 Shares 12,085 Est. Cost $33.29 Unrealized
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $452 Shares 14,025 Est. Cost $29.07 Unrealized +6.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $448 Shares 11,906 Est. Cost $23.23 Unrealized +21.8%
TENNECO AUTOMOTIVE INC 0.0%
Value ($000) $440 Shares 6,695 Est. Cost $45.99 Unrealized
HEWLETT-PACKARD CO 0.0%
Value ($000) $418 Shares 12,421 Est. Cost $24.84 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $406 Shares 7,010 Est. Cost $29.26 Unrealized +11.9%
BB&T CORP PREFERRED D 5.850% 1 0.0%
Value ($000) $398 Shares 16,000 Est. Cost $21.44 Unrealized
CNP CENTERPOINT ENERGY 0.0%
Value ($000) $389 Shares 15,230 Est. Cost $15.27 Unrealized +5.9%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $379 Shares 8,335 Est. Cost $36.58 Unrealized
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $373 Shares 11,133 Est. Cost $31.71 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $368 Shares 3,588 Est. Cost $58.97 Unrealized +12.2%
IVV ISHARES S&P 500 INDEX 0.0%
Value ($000) $368 Shares 1,870 Est. Cost $162.27 Unrealized
HCP INC 0.0%
Value ($000) $361 Shares 8,732 Est. Cost $43.21 Unrealized
FPXTX FIDELITY PA TAX FREE PORTFOLPE 0.0%
Value ($000) $361 Shares 32,331 Est. Cost $10.95 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $359 Shares 4,600 Est. Cost $63.48 Unrealized
TRANSCANADA CORP 0.0%
Value ($000) $358 Shares 7,500 Est. Cost $47.73 Unrealized
BB&T CORP PREFERRED E 5.625% 1 0.0%
Value ($000) $354 Shares 14,900 Est. Cost $20.57 Unrealized
SUNOCO LOGISTICS MLP UTS 0.0%
Value ($000) $354 Shares 7,500 Est. Cost $55.47 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $354 Shares 3,175 Est. Cost $94.25 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $351 Shares 8,786 Est. Cost $34.56 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $347 Shares 2,930 Est. Cost $66.83 Unrealized +33.2%
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $343 Shares 7,893 Est. Cost $41.81 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $343 Shares 4,400 Est. Cost $38.29 Unrealized +14.5%
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.0%
Value ($000) $336 Shares 10,796 Est. Cost $27.52 Unrealized
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $335 Shares 15,643 Est. Cost $18.97 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $325 Shares 10,075 Est. Cost $19.78 Unrealized +7.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $321 Shares 6,198 Est. Cost $31.43 Unrealized +28.8%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $320 Shares 7,099 Est. Cost $46.72 Unrealized -8.9%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $319 Shares 4,082 Est. Cost $27.55 Unrealized +13.1%
JPMORGAN CHASE 5.500% SER 0 0.0%
Value ($000) $319 Shares 13,900 Est. Cost $24.02 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $302 Shares 17,029 Est. Cost $17.72 Unrealized
WISCONSIN ENERGY CORP 0.0%
Value ($000) $296 Shares 6,300 Est. Cost $40.95 Unrealized
NUVEEN NY AMT-FREE MUN INCOMCO 0.0%
Value ($000) $291 Shares 22,172 Est. Cost $13.26 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $289 Shares 2,700 Est. Cost $88.61 Unrealized +15.6%
STT STATE STREET CORP 0.0%
Value ($000) $288 Shares 4,290 Est. Cost $44.71 Unrealized +7.1%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $287 Shares 2,233 Est. Cost $70.09 Unrealized +19.7%
DIRECTV 0.0%
Value ($000) $282 Shares 3,319 Est. Cost $61.71 Unrealized
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $279 Shares 15,147 Est. Cost $17.09 Unrealized
PUBLIC STORAGE 5.750% 12/31/49 0.0%
Value ($000) $279 Shares 11,500 Est. Cost $24.67 Unrealized
MONSANTO (NEW) 0.0%
Value ($000) $277 Shares 2,220 Est. Cost $104.48 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $277 Shares 3,906 Est. Cost $33.56 Unrealized +53.4%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $275 Shares 3,866 Est. Cost $40.96 Unrealized +15.6%
CYTEC INDUSTRIES INC 0.0%
Value ($000) $274 Shares 2,598 Est. Cost $81.22 Unrealized
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $273 Shares 3,155 Est. Cost $82.16 Unrealized
BARD C R INC 0.0%
Value ($000) $272 Shares 1,899 Est. Cost $115.00 Unrealized
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $266 Shares 2,200 Est. Cost $106.80 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $262 Shares 4,591 Est. Cost $50.75 Unrealized
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $261 Shares 10,384 Est. Cost $21.79 Unrealized
ROP ROPER INDS INC NEW 0.0%
Value ($000) $261 Shares 1,790 Est. Cost $114.17 Unrealized +13.9%
AWR AMERICAN STATES WATER 0.0%
Value ($000) $256 Shares 7,700 Est. Cost $22.15 Unrealized +9.7%
AMGN AMGEN INC 0.0%
Value ($000) $253 Shares 2,142 Est. Cost $76.98 Unrealized +8.3%
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $250 Shares 5,250 Est. Cost $40.14 Unrealized
L LOEWS CORP 0.0%
Value ($000) $250 Shares 5,670 Est. Cost $42.08 Unrealized -2.0%
CANADIAN OIL SANDS LTD 0.0%
Value ($000) $249 Shares 11,000 Est. Cost $19.38 Unrealized
BLACKSTONE GROUP LP 0.0%
Value ($000) $249 Shares 7,431 Est. Cost $33.20 Unrealized
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $248 Shares 10,000 Est. Cost $24.00 Unrealized
BLACKROCK INC 0.0%
Value ($000) $243 Shares 759 Est. Cost $315.82 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $241 Shares 12,300 Est. Cost $17.58 Unrealized +4.4%
SJM J M SMUCKER CO 0.0%
Value ($000) $239 Shares 2,238 Est. Cost $70.84 Unrealized +0.8%
BNY MELLON FDS TR INTL APPC FD 0.0%
Value ($000) $237 Shares 16,582 Est. Cost $11.98 Unrealized
KRAFT FOODS GROUP INC 0.0%
Value ($000) $234 Shares 3,906 Est. Cost $55.71 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $233 Shares 4,065 Est. Cost $16.55 Unrealized +9.4%
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $225 Shares 1,989 Est. Cost $107.59 Unrealized
FSEAX FIDELITY EMERGING ASIA FUND 0.0%
Value ($000) $224 Shares 6,847 Est. Cost $29.49 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $223 Shares 2,137 Est. Cost $95.76 Unrealized +9.8%
HEALTH CARE REIT INC 0.0%
Value ($000) $222 Shares 3,535 Est. Cost $59.47 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $221 Shares 3,090 Est. Cost $34.53 Unrealized +24.3%
FBALX FIDELITY BALANCED FUND 0.0%
Value ($000) $220 Shares 9,148 Est. Cost $22.73 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $213 Shares 2,627 Est. Cost $44.64 Unrealized 0.0%
TIME WARNER CABLE INC 0.0%
Value ($000) $207 Shares 1,408 Est. Cost $147.02 Unrealized
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $203 Shares 8,000 Est. Cost $24.90 Unrealized
BF/B BROWN FORMAN CORP CLASS B 0.0%
Value ($000) $202 Shares 2,143 Est. Cost $22.68 Unrealized +32.0%
BNY MELLON FDS TR SML MDCAP FD 0.0%
Value ($000) $196 Shares 11,496 Est. Cost $14.85 Unrealized
LIBAX COLUMBIA INTER BD FD A 0.0%
Value ($000) $118 Shares 12,748 Est. Cost $9.10 Unrealized
FTABX FIDELITY DEVONSHIRER SPARTAN T 0.0%
Value ($000) $116 Shares 10,036 Est. Cost $11.18 Unrealized
BLACKROCK DEBT STRAT FD INC CO 0.0%
Value ($000) $92 Shares 22,521 Est. Cost $4.00 Unrealized
CHAMBERS STREET PROPERTIES 0.0%
Value ($000) $87 Shares 10,835 Est. Cost $8.03 Unrealized
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $60 Shares 11,000 Est. Cost $4.46 Unrealized 0.0%
HANSEN MEDICAL INC 0.0%
Value ($000) $26 Shares 20,000 Est. Cost $1.45 Unrealized
CACH CACHE INC 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $4.81 Unrealized -53.9%
CANNABIS SCIENCE INC 0.0%
Value ($000) $2 Shares 20,000 Est. Cost $0.10 Unrealized
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 22,650 Est. Cost Unrealized
ESPRE SOLUTIONS INC NEW 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
GABRIEL TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized