NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 10, 2014

Total Value ($000): $1,014,293 (100.0% shares, 0.0% debt)

Holdings (279)

XOM EXXON MOBIL CORP 7.0%
Value ($000) $70,737 Shares 752,127 Est. Cost $53.69 Unrealized +14.6%
SLB SCHLUMBERGER LTD 4.5%
Value ($000) $45,196 Shares 444,450 Est. Cost $53.87 Unrealized +47.6%
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $35,607 Shares 334,054 Est. Cost $60.93 Unrealized +24.0%
AAPL APPLE INC 3.4%
Value ($000) $34,419 Shares 341,626 Est. Cost $18.11 Unrealized +19.4%
MRK MERCK & COMPANY 2.0%
Value ($000) $20,076 Shares 338,664 Est. Cost $30.35 Unrealized +29.7%
IBM INTL BUSINESS MACHINES 2.0%
Value ($000) $19,982 Shares 105,262 Est. Cost $118.20 Unrealized -3.3%
BP BP P L C 1.8%
Value ($000) $18,645 Shares 424,253 Est. Cost $42.08 Unrealized
WFC WELLS FARGO 1.8%
Value ($000) $18,546 Shares 357,535 Est. Cost $27.44 Unrealized +36.3%
GENERAL ELECTRIC CO 1.8%
Value ($000) $18,256 Shares 712,573 Est. Cost $23.19 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.7%
Value ($000) $17,427 Shares 143,200 Est. Cost $79.88 Unrealized +46.9%
NSC NORFOLK SOUTHERN CORP 1.7%
Value ($000) $17,040 Shares 152,691 Est. Cost $57.67 Unrealized +43.2%
QCOM QUALCOMM INC 1.6%
Value ($000) $16,430 Shares 219,743 Est. Cost $45.06 Unrealized +23.0%
INTC INTEL CORP 1.5%
Value ($000) $15,117 Shares 434,164 Est. Cost $17.18 Unrealized +49.9%
PRECISION CASTPARTS CORP 1.5%
Value ($000) $14,897 Shares 62,889 Est. Cost $226.01 Unrealized
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $14,240 Shares 151,691 Est. Cost $14.15 Unrealized +26.7%
DUPONT E I DE NEMOURS CO 1.4%
Value ($000) $13,962 Shares 194,564 Est. Cost $52.50 Unrealized
GILD GILEAD SCIENCES INC 1.4%
Value ($000) $13,900 Shares 130,574 Est. Cost $37.39 Unrealized +81.9%
BKU BANKUNITED INC 1.3%
Value ($000) $13,122 Shares 430,350 Est. Cost $23.16 Unrealized -1.9%
DIS DISNEY (WALT) CO 1.2%
Value ($000) $12,521 Shares 140,635 Est. Cost $56.17 Unrealized +41.2%
CVX CHEVRON CORP 1.2%
Value ($000) $12,105 Shares 101,448 Est. Cost $71.69 Unrealized +9.5%
EPD ENTERPRISE PRODS PARTNERS 1.2%
Value ($000) $11,767 Shares 291,971 Est. Cost $50.43 Unrealized
SPY S&P 500 DEPOSITORY RECEIPTS 1.1%
Value ($000) $11,285 Shares 57,279 Est. Cost $161.13 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 1.1%
Value ($000) $11,186 Shares 44,866 Est. Cost $212.24 Unrealized
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $10,801 Shares 128,987 Est. Cost $55.16 Unrealized +8.3%
EMR EMERSON ELECTRIC CO 1.0%
Value ($000) $10,479 Shares 167,463 Est. Cost $45.67 Unrealized +4.6%
CHICAGO BRIDGE & IRON CO NV 1.0%
Value ($000) $10,152 Shares 175,501 Est. Cost $60.77 Unrealized
LINEAR TECHNOLOGY CORP 1.0%
Value ($000) $9,953 Shares 224,224 Est. Cost $47.00 Unrealized
UNP UNION PACIFIC CORP 1.0%
Value ($000) $9,952 Shares 91,788 Est. Cost $65.88 Unrealized +21.9%
PVH PVH CORP 1.0%
Value ($000) $9,772 Shares 80,658 Est. Cost $112.68 Unrealized +2.3%
JACOBS ENGINEERING GROUP 0.9%
Value ($000) $9,477 Shares 194,117 Est. Cost $55.13 Unrealized
GOOGLE INC CL A 0.9%
Value ($000) $9,250 Shares 15,719 Est. Cost $876.31 Unrealized
GOOGLE INC CL C 0.9%
Value ($000) $9,107 Shares 15,774 Est. Cost $575.29 Unrealized
EXPRESS SCRIPTS HOLDING COMPAN 0.9%
Value ($000) $8,902 Shares 126,036 Est. Cost $61.74 Unrealized
GBDC GOLUB CAPITAL BDC INC 0.9%
Value ($000) $8,834 Shares 553,844 Est. Cost $6.08 Unrealized +0.0%
ABBV ABBVIE INC 0.9%
Value ($000) $8,740 Shares 151,306 Est. Cost $31.38 Unrealized +12.1%
MU MICRON TECHNOLOGY INC 0.8%
Value ($000) $8,228 Shares 240,165 Est. Cost $13.56 Unrealized +133.0%
JPM J P MORGAN CHASE & CO 0.8%
Value ($000) $8,067 Shares 133,905 Est. Cost $36.43 Unrealized +18.4%
WAB WABTEC CORP 0.8%
Value ($000) $8,011 Shares 98,854 Est. Cost $50.77 Unrealized +52.7%
PEP PEPSICO INC 0.8%
Value ($000) $7,956 Shares 85,473 Est. Cost $56.00 Unrealized +15.9%
MCD MCDONALDS CORP 0.8%
Value ($000) $7,955 Shares 83,901 Est. Cost $72.62 Unrealized -1.9%
CELGENE CORP 0.8%
Value ($000) $7,628 Shares 80,482 Est. Cost $105.94 Unrealized
UPS UNITED PARCEL SERVICE CLASS B 0.8%
Value ($000) $7,619 Shares 77,519 Est. Cost $55.38 Unrealized +19.8%
FLS FLOWSERVE CORP 0.7%
Value ($000) $7,582 Shares 107,510 Est. Cost $46.83 Unrealized +27.2%
NSRGY NESTLE SPONSORED ADR 0.7%
Value ($000) $7,402 Shares 100,675 Est. Cost $66.03 Unrealized
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $7,355 Shares 69,654 Est. Cost $93.34 Unrealized
CHUBB CORP 0.7%
Value ($000) $6,880 Shares 75,534 Est. Cost $84.99 Unrealized
EMC CORP 0.7%
Value ($000) $6,787 Shares 231,964 Est. Cost $23.66 Unrealized
HTLD HEARTLAND EXPRESS 0.7%
Value ($000) $6,771 Shares 282,597 Est. Cost $13.77 Unrealized +68.0%
KO COCA-COLA CO 0.6%
Value ($000) $6,531 Shares 153,081 Est. Cost $27.88 Unrealized +3.5%
COF CAPITAL ONE FINANCIAL CORP 0.6%
Value ($000) $6,487 Shares 79,485 Est. Cost $50.76 Unrealized +31.3%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $6,256 Shares 122,231 Est. Cost $30.21 Unrealized +13.2%
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.6%
Value ($000) $6,070 Shares 43,940 Est. Cost $115.36 Unrealized +15.5%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.6%
Value ($000) $6,038 Shares 22,065 Est. Cost $173.89 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $5,744 Shares 194,243 Est. Cost $16.54 Unrealized +5.5%
T AT&T INC (NEW) 0.6%
Value ($000) $5,729 Shares 162,545 Est. Cost $11.41 Unrealized +4.3%
PIEDMONT NATURAL GAS 0.6%
Value ($000) $5,717 Shares 170,505 Est. Cost $33.74 Unrealized
NKE NIKE INC 0.6%
Value ($000) $5,592 Shares 62,690 Est. Cost $27.20 Unrealized +26.4%
FDX FEDEX CORP 0.5%
Value ($000) $5,549 Shares 34,369 Est. Cost $81.95 Unrealized +57.5%
HON HONEYWELL INTERNATIONAL 0.5%
Value ($000) $5,251 Shares 56,393 Est. Cost $56.24 Unrealized +19.3%
NORTHEAST UTILITIES 0.5%
Value ($000) $5,217 Shares 117,764 Est. Cost $42.01 Unrealized
SU SUNCOR ENERGY INC 0.5%
Value ($000) $5,217 Shares 144,297 Est. Cost $19.72 Unrealized +36.6%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $5,116 Shares 102,339 Est. Cost $27.04 Unrealized +2.8%
BA BOEING CO 0.5%
Value ($000) $5,062 Shares 39,741 Est. Cost $91.56 Unrealized +19.3%
HUBBELL INC CL B 0.5%
Value ($000) $5,035 Shares 41,770 Est. Cost $99.00 Unrealized
DHR DANAHER CORP 0.5%
Value ($000) $5,024 Shares 66,123 Est. Cost $25.01 Unrealized +24.6%
MMM 3M COMPANY 0.5%
Value ($000) $4,889 Shares 34,508 Est. Cost $61.26 Unrealized +36.3%
BB&T CORPORATION 0.5%
Value ($000) $4,857 Shares 130,515 Est. Cost $33.80 Unrealized
HD HOME DEPOT 0.5%
Value ($000) $4,693 Shares 51,159 Est. Cost $56.75 Unrealized +15.8%
COP CONOCO PHILLIPS 0.5%
Value ($000) $4,626 Shares 60,458 Est. Cost $44.76 Unrealized +26.6%
DVN DEVON ENERGY CORP 0.5%
Value ($000) $4,571 Shares 67,045 Est. Cost $47.09 Unrealized +6.8%
PLUM CREEK TIMBER CO INC 0.4%
Value ($000) $4,510 Shares 115,624 Est. Cost $46.02 Unrealized
GLW CORNING INC 0.4%
Value ($000) $4,445 Shares 229,830 Est. Cost $10.49 Unrealized +47.5%
FCNTX FIDELITY CONTRAFUND 0.4%
Value ($000) $4,356 Shares 43,085 Est. Cost $86.49 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $4,141 Shares 49,844 Est. Cost $48.32 Unrealized +16.5%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $3,852 Shares 30,736 Est. Cost $90.52 Unrealized +7.3%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $3,730 Shares 42,607 Est. Cost $63.24 Unrealized +21.0%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.4%
Value ($000) $3,724 Shares 18 Est. Cost $173021.84 Unrealized +15.5%
ABT ABBOTT LABS 0.3%
Value ($000) $3,449 Shares 82,924 Est. Cost $29.05 Unrealized +17.4%
MSFT MICROSOFT CORP 0.3%
Value ($000) $3,442 Shares 74,254 Est. Cost $27.34 Unrealized +37.7%
PAA PLAINS ALL AMER PIPELINE LP 0.3%
Value ($000) $3,403 Shares 57,820 Est. Cost $56.44 Unrealized
BUNGE LIMITED 0.3%
Value ($000) $3,398 Shares 40,339 Est. Cost $71.32 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $3,380 Shares 88,283 Est. Cost $27.58 Unrealized +24.0%
AME AMETEK INC 0.3%
Value ($000) $3,360 Shares 66,909 Est. Cost $41.48 Unrealized +15.9%
MCK MCKESSON CORP 0.3%
Value ($000) $3,143 Shares 16,145 Est. Cost $170.00 Unrealized +4.0%
GNC HOLDINGS INC CLASS A 0.3%
Value ($000) $2,988 Shares 77,115 Est. Cost $58.45 Unrealized
MKL MARKEL CORP HOLDING CO 0.3%
Value ($000) $2,972 Shares 4,673 Est. Cost $523.59 Unrealized +23.2%
WMB WILLIAMS COS 0.3%
Value ($000) $2,953 Shares 53,337 Est. Cost $22.82 Unrealized +32.4%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,823 Shares 28,515 Est. Cost $62.26 Unrealized +27.3%
PSX PHILLIPS 66 0.3%
Value ($000) $2,618 Shares 32,206 Est. Cost $50.52 Unrealized +9.1%
ANADARKO PETROLEUM CORP 0.3%
Value ($000) $2,568 Shares 25,316 Est. Cost $93.02 Unrealized
HSIC SCHEIN HENRY INC 0.2%
Value ($000) $2,508 Shares 21,530 Est. Cost $36.89 Unrealized +25.6%
CVE CENOVUS ENERGY INC 0.2%
Value ($000) $2,460 Shares 91,518 Est. Cost $22.40 Unrealized +7.6%
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $2,452 Shares 34,159 Est. Cost $32.72 Unrealized +2.2%
TENN VALLEY AU 3.955% PFD VAR 0.2%
Value ($000) $2,427 Shares 101,150 Est. Cost $24.97 Unrealized
KINDER MORGAN ENERGY PRTNRS 0.2%
Value ($000) $2,397 Shares 25,699 Est. Cost $83.85 Unrealized
POWERSHARES QQQ TRUST UNIT SER 0.2%
Value ($000) $2,358 Shares 23,865 Est. Cost $73.39 Unrealized
V VISA INC 0.2%
Value ($000) $2,302 Shares 10,788 Est. Cost $40.36 Unrealized +22.9%
DE DEERE & CO 0.2%
Value ($000) $2,269 Shares 27,678 Est. Cost $68.07 Unrealized +1.9%
DUK DUKE ENERGY CORPORATION COM NE 0.2%
Value ($000) $2,266 Shares 30,309 Est. Cost $41.83 Unrealized +9.1%
FBIOX FIDELITY SELECT BIOTECH FUND 0.2%
Value ($000) $2,262 Shares 10,471 Est. Cost $182.91 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $2,116 Shares 24,720 Est. Cost $47.34 Unrealized +26.4%
WMT WAL-MART STORES INC 0.2%
Value ($000) $2,056 Shares 26,897 Est. Cost $20.16 Unrealized +0.7%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,990 Shares 30,517 Est. Cost $44.38 Unrealized +14.2%
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,911 Shares 27,937 Est. Cost $44.53 Unrealized +44.0%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,828 Shares 47,205 Est. Cost $22.78 Unrealized +29.2%
FMILX FIDELITY NEW MILLENNIUM FUND 0.2%
Value ($000) $1,783 Shares 43,476 Est. Cost $39.13 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,776 Shares 16,507 Est. Cost $63.21 Unrealized +12.1%
PRAXAIR INC 0.2%
Value ($000) $1,754 Shares 13,598 Est. Cost $115.47 Unrealized
USB U S BANCORP 0.2%
Value ($000) $1,708 Shares 40,840 Est. Cost $22.41 Unrealized +26.8%
FIDELITY INDEPENDNCE FD 0.2%
Value ($000) $1,575 Shares 39,625 Est. Cost $32.87 Unrealized
DOW CHEMICAL CO 0.2%
Value ($000) $1,563 Shares 29,805 Est. Cost $32.17 Unrealized
FCVSX FIDELITY CONVERTIBLE SECS 0.2%
Value ($000) $1,540 Shares 47,379 Est. Cost $28.95 Unrealized
NEM NEWMONT MINING CORP 0.1%
Value ($000) $1,491 Shares 64,696 Est. Cost $23.00 Unrealized -13.6%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,467 Shares 17,017 Est. Cost $51.84 Unrealized +35.7%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,454 Shares 57,768 Est. Cost $15.24 Unrealized +16.2%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $1,447 Shares 17,352 Est. Cost $49.85 Unrealized -3.9%
ACTAVIS PLC SHS 0.1%
Value ($000) $1,376 Shares 5,703 Est. Cost $241.28 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $1,376 Shares 18,074 Est. Cost $63.80 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,324 Shares 18,666 Est. Cost $48.29 Unrealized +16.9%
MCGRAW HILL COS 0.1%
Value ($000) $1,321 Shares 15,640 Est. Cost $53.17 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1,292 Shares 23,809 Est. Cost $32.41 Unrealized +23.5%
MEDTRONIC INC 0.1%
Value ($000) $1,284 Shares 20,723 Est. Cost $51.64 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,252 Shares 27,255 Est. Cost $16.28 Unrealized +27.0%
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $1,234 Shares 33,307 Est. Cost $32.29 Unrealized
RIO RIO TINTO PLC ADR SPONSORED 0.1%
Value ($000) $1,234 Shares 25,100 Est. Cost $42.13 Unrealized
PWR QUANTA SERVICES INC 0.1%
Value ($000) $1,222 Shares 33,675 Est. Cost $26.53 Unrealized +31.5%
FCX FREEPORT MCMORAN COP & GLD INC 0.1%
Value ($000) $1,220 Shares 37,350 Est. Cost $26.83 Unrealized +17.9%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $1,215 Shares 14,395 Est. Cost $49.85 Unrealized +32.8%
SO SOUTHERN CO 0.1%
Value ($000) $1,167 Shares 26,750 Est. Cost $26.97 Unrealized +0.5%
WALGREEN COMPANY 0.1%
Value ($000) $1,151 Shares 19,414 Est. Cost $44.20 Unrealized
HEWLETT-PACKARD CO 0.1%
Value ($000) $1,150 Shares 32,421 Est. Cost $31.40 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,137 Shares 23,018 Est. Cost $40.27 Unrealized +28.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,134 Shares 6,176 Est. Cost $120.06 Unrealized +17.1%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,123 Shares 17,726 Est. Cost $46.59 Unrealized +16.2%
RTI INTERNATIONAL METALS 0.1%
Value ($000) $1,105 Shares 44,825 Est. Cost $27.70 Unrealized
GM GENERAL MOTORS CO 0.1%
Value ($000) $1,091 Shares 34,145 Est. Cost $26.49 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $1,078 Shares 17,195 Est. Cost $47.18 Unrealized -8.4%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $1,076 Shares 22,550 Est. Cost $25.31 Unrealized +38.8%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $1,036 Shares 27,000 Est. Cost $18.81 Unrealized +13.9%
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $1,028 Shares 16,660 Est. Cost $53.26 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1,019 Shares 59,793 Est. Cost $11.31 Unrealized +11.1%
SPECTRA ENERGY CORP 0.1%
Value ($000) $992 Shares 25,264 Est. Cost $35.62 Unrealized
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $967 Shares 10,277 Est. Cost $94.09 Unrealized
NVO NOVO NORDISK A/S SPON ADR 0.1%
Value ($000) $952 Shares 20,002 Est. Cost $57.50 Unrealized
TOCQUEVILLE GOLD FUND 0.1%
Value ($000) $949 Shares 26,378 Est. Cost $44.96 Unrealized
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $880 Shares 13,755 Est. Cost $63.98 Unrealized
REAVES UTILITY INCOME FUND 0.1%
Value ($000) $871 Shares 30,000 Est. Cost $29.97 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $855 Shares 10,150 Est. Cost $54.49 Unrealized
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $833 Shares 8,279 Est. Cost $72.60 Unrealized +23.4%
CSX CSX CORP 0.1%
Value ($000) $814 Shares 25,390 Est. Cost $6.66 Unrealized +29.4%
FSPHX FIDELITY SELECT HEALTH CARE 0.1%
Value ($000) $778 Shares 3,554 Est. Cost $218.91 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $765 Shares 3,042 Est. Cost $202.69 Unrealized +0.6%
DVY ISHARES TR DJ SEL DIV INX 0.1%
Value ($000) $734 Shares 9,929 Est. Cost $64.75 Unrealized
TWENTY FIRST CENTURY FOX CL B 0.1%
Value ($000) $732 Shares 21,975 Est. Cost $34.14 Unrealized
CERNER CORP 0.1%
Value ($000) $721 Shares 12,100 Est. Cost $48.02 Unrealized
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $715 Shares 14,000 Est. Cost $50.00 Unrealized
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $711 Shares 18,359 Est. Cost $33.31 Unrealized
HESS CORP 0.1%
Value ($000) $694 Shares 7,360 Est. Cost $66.53 Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $691 Shares 9,029 Est. Cost $43.57 Unrealized +28.9%
NRT NO EUROPEAN OIL ROYALTY UTS 0.1%
Value ($000) $667 Shares 32,199 Est. Cost $22.65 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $664 Shares 13,001 Est. Cost $25.63 Unrealized +37.6%
MKC MCCORMICK & CO 0.1%
Value ($000) $652 Shares 9,750 Est. Cost $28.19 Unrealized -1.8%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $648 Shares 17,112 Est. Cost $34.22 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $641 Shares 12,374 Est. Cost $36.61 Unrealized +2.2%
SWPPX SCHWAB S&P 500IDEX SELECT 0.1%
Value ($000) $639 Shares 20,452 Est. Cost $25.93 Unrealized
XLY CONS DISC SELECT SECTOR SPDR 0.1%
Value ($000) $636 Shares 9,535 Est. Cost $60.90 Unrealized
FLPSX FIDELITY LOW PRICE STOCK FUND 0.1%
Value ($000) $635 Shares 13,022 Est. Cost $45.77 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $621 Shares 6,459 Est. Cost $63.00 Unrealized +8.0%
WHITEWAVE FOODS CO CL A 0.1%
Value ($000) $581 Shares 15,989 Est. Cost $36.34 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.1%
Value ($000) $569 Shares 13,638 Est. Cost $39.68 Unrealized
KNIGHT TRANSPORTATION 0.1%
Value ($000) $557 Shares 20,325 Est. Cost $16.82 Unrealized
EW EDWARDS LIFESCIENCES 0.1%
Value ($000) $556 Shares 5,442 Est. Cost $15.78 Unrealized 0.0%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $554 Shares 9,000 Est. Cost $31.42 Unrealized +17.5%
GIS GENERAL MILLS INC 0.1%
Value ($000) $553 Shares 10,964 Est. Cost $31.98 Unrealized +10.9%
OKE ONEOK INC 0.1%
Value ($000) $551 Shares 8,400 Est. Cost $20.18 Unrealized +65.5%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $549 Shares 4,999 Est. Cost $67.72 Unrealized +38.5%
PPL PPL CORP 0.1%
Value ($000) $549 Shares 16,713 Est. Cost $16.47 Unrealized +14.1%
JOHNSON CTLS INC 0.1%
Value ($000) $545 Shares 12,390 Est. Cost $36.10 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $515 Shares 9,130 Est. Cost $55.52 Unrealized
APACHE CORP 0.1%
Value ($000) $512 Shares 5,448 Est. Cost $85.05 Unrealized
EOG EOG RESOURCES INC. 0.0%
Value ($000) $503 Shares 5,074 Est. Cost $59.95 Unrealized +32.3%
META FACEBOOK INC CL A 0.0%
Value ($000) $496 Shares 6,270 Est. Cost $72.85 Unrealized 0.0%
HUBBELL INC CL A 0.0%
Value ($000) $478 Shares 3,850 Est. Cost $90.13 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $476 Shares 6,075 Est. Cost $47.69 Unrealized +10.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $463 Shares 8,128 Est. Cost $37.20 Unrealized 0.0%
COMCAST CORP CL A SPECIAL 0.0%
Value ($000) $461 Shares 8,600 Est. Cost $39.65 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $455 Shares 5,672 Est. Cost $40.90 Unrealized +40.4%
ACM AECOM TECHNOLOGY CORP 0.0%
Value ($000) $454 Shares 13,450 Est. Cost $29.07 Unrealized +17.5%
JOY GLOBAL INC 0.0%
Value ($000) $453 Shares 8,300 Est. Cost $52.05 Unrealized
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $442 Shares 13,328 Est. Cost $33.28 Unrealized
PEOPLES UNITED FIN'L 0.0%
Value ($000) $440 Shares 30,401 Est. Cost $14.91 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $435 Shares 5,802 Est. Cost $53.32 Unrealized 0.0%
ENCANA CORP 0.0%
Value ($000) $429 Shares 20,250 Est. Cost $16.94 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $427 Shares 8,176 Est. Cost $28.51 Unrealized +23.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $422 Shares 12,306 Est. Cost $23.39 Unrealized +21.0%
IVV ISHARES S&P 500 INDEX 0.0%
Value ($000) $391 Shares 1,970 Est. Cost $164.10 Unrealized
TRANSCANADA CORP 0.0%
Value ($000) $387 Shares 7,500 Est. Cost $47.73 Unrealized
BB&T CORP PREFERRED D 5.850% 1 0.0%
Value ($000) $387 Shares 16,000 Est. Cost $21.44 Unrealized
CNP CENTERPOINT ENERGY 0.0%
Value ($000) $387 Shares 15,810 Est. Cost $15.31 Unrealized +8.2%
TENNECO AUTOMOTIVE INC 0.0%
Value ($000) $383 Shares 7,325 Est. Cost $46.53 Unrealized
FPXTX FIDELITY PA TAX FREE PORTFOLPE 0.0%
Value ($000) $368 Shares 32,601 Est. Cost $10.95 Unrealized
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $368 Shares 11,133 Est. Cost $31.71 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $365 Shares 3,175 Est. Cost $94.25 Unrealized +5.3%
SUNOCO LOGISTICS MLP UTS 0.0%
Value ($000) $362 Shares 7,500 Est. Cost $55.47 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $361 Shares 4,600 Est. Cost $63.48 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $356 Shares 6,510 Est. Cost $29.26 Unrealized +14.8%
SNA SNAP-ON INC 0.0%
Value ($000) $354 Shares 2,930 Est. Cost $66.83 Unrealized +42.1%
HCP INC 0.0%
Value ($000) $347 Shares 8,732 Est. Cost $43.21 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $346 Shares 4,082 Est. Cost $27.55 Unrealized +9.1%
SYMANTEC CORP 0.0%
Value ($000) $345 Shares 14,672 Est. Cost $23.51 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $335 Shares 4,400 Est. Cost $38.29 Unrealized +15.3%
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $331 Shares 3,755 Est. Cost $83.12 Unrealized
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $330 Shares 15,643 Est. Cost $18.97 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $330 Shares 8,786 Est. Cost $34.56 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $329 Shares 4,470 Est. Cost $45.00 Unrealized +15.7%
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $329 Shares 7,893 Est. Cost $41.81 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $324 Shares 6,198 Est. Cost $31.43 Unrealized +36.0%
BB&T CORP PREFERRED E 5.625% 1 0.0%
Value ($000) $324 Shares 14,000 Est. Cost $20.57 Unrealized
FBALX FIDELITY BALANCED FUND 0.0%
Value ($000) $321 Shares 13,318 Est. Cost $23.16 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.0%
Value ($000) $312 Shares 10,786 Est. Cost $27.52 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $309 Shares 2,196 Est. Cost $77.41 Unrealized +22.1%
JPMORGAN CHASE 5.500% SER 0 0.0%
Value ($000) $309 Shares 13,500 Est. Cost $24.02 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $306 Shares 10,075 Est. Cost $19.78 Unrealized +10.0%
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $305 Shares 11,082 Est. Cost $27.52 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $304 Shares 8,685 Est. Cost $36.51 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $290 Shares 2,233 Est. Cost $70.09 Unrealized +31.9%
DIRECTV 0.0%
Value ($000) $287 Shares 3,319 Est. Cost $61.71 Unrealized
NUVEEN NY AMT-FREE MUN INCOMCO 0.0%
Value ($000) $284 Shares 22,172 Est. Cost $13.26 Unrealized
PUBLIC STORAGE 5.750% 12/31/49 0.0%
Value ($000) $282 Shares 11,500 Est. Cost $24.67 Unrealized
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $275 Shares 15,211 Est. Cost $17.09 Unrealized
BARD C R INC 0.0%
Value ($000) $271 Shares 1,899 Est. Cost $115.00 Unrealized
WISCONSIN ENERGY CORP 0.0%
Value ($000) $271 Shares 6,300 Est. Cost $40.95 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $270 Shares 2,700 Est. Cost $88.61 Unrealized +15.8%
HAL HALLIBURTON CO 0.0%
Value ($000) $267 Shares 4,126 Est. Cost $34.71 Unrealized +59.0%
BLACKSTONE GROUP LP 0.0%
Value ($000) $267 Shares 8,485 Est. Cost $32.98 Unrealized
ROP ROPER INDS INC NEW 0.0%
Value ($000) $262 Shares 1,790 Est. Cost $114.17 Unrealized +20.2%
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $262 Shares 2,200 Est. Cost $106.80 Unrealized
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $261 Shares 10,493 Est. Cost $21.82 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $253 Shares 4,591 Est. Cost $50.75 Unrealized
MONSANTO (NEW) 0.0%
Value ($000) $250 Shares 2,220 Est. Cost $104.48 Unrealized
CYTEC INDUSTRIES INC 0.0%
Value ($000) $246 Shares 5,196 Est. Cost $64.28 Unrealized
VFC V F CORP 0.0%
Value ($000) $245 Shares 3,715 Est. Cost $59.82 Unrealized 0.0%
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $244 Shares 10,000 Est. Cost $24.00 Unrealized
MTR MESA ROYALTY TRUST SBI 0.0%
Value ($000) $244 Shares 7,000 Est. Cost $34.86 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $243 Shares 755 Est. Cost $15.11 Unrealized +10.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $241 Shares 4,100 Est. Cost $54.91 Unrealized 0.0%
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $241 Shares 5,250 Est. Cost $40.14 Unrealized
L LOEWS CORP 0.0%
Value ($000) $236 Shares 5,670 Est. Cost $42.08 Unrealized -3.3%
AWR AMERICAN STATES WATER 0.0%
Value ($000) $234 Shares 7,700 Est. Cost $22.15 Unrealized +13.4%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $222 Shares 4,065 Est. Cost $16.55 Unrealized +6.0%
BNY MELLON FDS TR INTL APPC FD 0.0%
Value ($000) $222 Shares 16,582 Est. Cost $11.98 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $221 Shares 17,429 Est. Cost $17.60 Unrealized
FSEAX FIDELITY EMERGING ASIA FUND 0.0%
Value ($000) $221 Shares 6,847 Est. Cost $29.49 Unrealized
KRAFT FOODS GROUP INC 0.0%
Value ($000) $220 Shares 3,906 Est. Cost $55.71 Unrealized
FDVLX FIDELITY VALUE FUND 0.0%
Value ($000) $218 Shares 1,989 Est. Cost $107.59 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $217 Shares 12,300 Est. Cost $17.58 Unrealized -1.4%
BLACKROCK INC 0.0%
Value ($000) $216 Shares 659 Est. Cost $315.82 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $213 Shares 3,090 Est. Cost $34.53 Unrealized +23.4%
SJM J M SMUCKER CO 0.0%
Value ($000) $212 Shares 2,138 Est. Cost $70.84 Unrealized +3.7%
WAT WATERS CORP 0.0%
Value ($000) $212 Shares 2,137 Est. Cost $95.76 Unrealized +7.7%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $206 Shares 1,120 Est. Cost $111.57 Unrealized 0.0%
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $203 Shares 8,000 Est. Cost $24.90 Unrealized
CANADIAN OIL SANDS LTD 0.0%
Value ($000) $203 Shares 11,000 Est. Cost $19.38 Unrealized
TIME WARNER CABLE INC 0.0%
Value ($000) $202 Shares 1,411 Est. Cost $147.02 Unrealized
FMAGX FIDELITY MAGELLAN FUND 0.0%
Value ($000) $201 Shares 2,143 Est. Cost $93.79 Unrealized
BNY MELLON FDS TR SML MDCAP FD 0.0%
Value ($000) $186 Shares 11,496 Est. Cost $14.85 Unrealized
STRATEGIC FUNDS INTL STK FD I 0.0%
Value ($000) $185 Shares 12,083 Est. Cost $15.31 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $163 Shares 18,200 Est. Cost $8.96 Unrealized
FTABX FIDELITY DEVONSHIRER SPARTAN T 0.0%
Value ($000) $117 Shares 10,128 Est. Cost $11.18 Unrealized
LIBAX COLUMBIA INTER BD FD A 0.0%
Value ($000) $117 Shares 12,748 Est. Cost $9.10 Unrealized
BLACKROCK DEBT STRAT FD INC CO 0.0%
Value ($000) $86 Shares 22,521 Est. Cost $4.00 Unrealized
CHAMBERS STREET PROPERTIES 0.0%
Value ($000) $82 Shares 10,835 Est. Cost $8.03 Unrealized
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $48 Shares 11,000 Est. Cost $4.46 Unrealized +23.0%
HANSEN MEDICAL INC 0.0%
Value ($000) $24 Shares 20,000 Est. Cost $1.45 Unrealized
CACH CACHE INC 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $4.81 Unrealized -75.8%
CANNABIS SCIENCE INC 0.0%
Value ($000) $1 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