NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 6, 2015

Total Value ($000): $815,945 (100.0% shares, 0.0% debt)

Holdings (261)

XOM EXXON MOBIL CORP 6.4%
Value ($000) $51,894 Shares 697,966 Est. Cost $53.69 Unrealized -8.6%
AAPL APPLE INC 4.6%
Value ($000) $37,360 Shares 338,712 Est. Cost $18.11 Unrealized +45.2%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $28,081 Shares 300,806 Est. Cost $60.93 Unrealized +19.0%
WFC WELLS FARGO 2.1%
Value ($000) $17,316 Shares 337,229 Est. Cost $27.44 Unrealized +49.7%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $16,101 Shares 131,674 Est. Cost $79.88 Unrealized +58.2%
MRK MERCK & COMPANY 1.9%
Value ($000) $15,492 Shares 313,673 Est. Cost $30.35 Unrealized +26.5%
GENERAL ELECTRIC CO 1.8%
Value ($000) $15,079 Shares 597,880 Est. Cost $23.19 Unrealized
GILD GILEAD SCIENCES INC 1.8%
Value ($000) $14,800 Shares 150,725 Est. Cost $43.09 Unrealized +79.8%
BA BOEING CO 1.7%
Value ($000) $13,783 Shares 105,258 Est. Cost $115.95 Unrealized +6.4%
NEE NEXTERA ENERGY INC 1.7%
Value ($000) $13,506 Shares 138,450 Est. Cost $14.15 Unrealized +37.4%
DIS DISNEY (WALT) CO 1.6%
Value ($000) $13,072 Shares 127,912 Est. Cost $56.76 Unrealized +75.7%
BP BP P L C 1.5%
Value ($000) $12,497 Shares 408,939 Est. Cost $42.08 Unrealized
IBM INTL BUSINESS MACHINES 1.5%
Value ($000) $12,087 Shares 83,382 Est. Cost $118.20 Unrealized -19.3%
INTC INTEL CORP 1.4%
Value ($000) $11,695 Shares 388,046 Est. Cost $17.18 Unrealized +31.7%
ABBV ABBVIE INC 1.4%
Value ($000) $11,646 Shares 214,043 Est. Cost $34.63 Unrealized +22.8%
NXPI NXP SEMICONDUCTORS NV 1.3%
Value ($000) $10,737 Shares 123,310 Est. Cost $84.98 Unrealized -5.7%
PRECISION CASTPARTS CORP 1.3%
Value ($000) $10,523 Shares 45,808 Est. Cost $229.23 Unrealized
NSC NORFOLK SOUTHERN CORP 1.3%
Value ($000) $10,208 Shares 133,611 Est. Cost $58.76 Unrealized +10.8%
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $10,175 Shares 147,531 Est. Cost $53.97 Unrealized +9.2%
CELGENE CORP 1.2%
Value ($000) $10,113 Shares 93,496 Est. Cost $107.02 Unrealized
GOOGLE INC CL A 1.2%
Value ($000) $9,563 Shares 14,980 Est. Cost $863.04 Unrealized
EXPRESS SCRIPTS HOLDING COMPAN 1.2%
Value ($000) $9,485 Shares 117,160 Est. Cost $61.74 Unrealized
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $9,240 Shares 128,434 Est. Cost $55.26 Unrealized +2.0%
PRGO PERRIGO CO PLC 1.1%
Value ($000) $9,173 Shares 58,325 Est. Cost $156.62 Unrealized +17.1%
GOOGLE INC CL C 1.1%
Value ($000) $9,158 Shares 15,051 Est. Cost $573.62 Unrealized
DUPONT E I DE NEMOURS CO 1.1%
Value ($000) $8,991 Shares 186,533 Est. Cost $52.50 Unrealized
CVX CHEVRON CORP 1.0%
Value ($000) $8,100 Shares 102,683 Est. Cost $71.61 Unrealized -24.8%
WAB WABTEC CORP 1.0%
Value ($000) $7,887 Shares 89,575 Est. Cost $50.77 Unrealized +77.0%
JPM J P MORGAN CHASE & CO 0.9%
Value ($000) $7,600 Shares 124,655 Est. Cost $36.43 Unrealized +36.2%
SPY S&P 500 DEPOSITORY RECEIPTS 0.9%
Value ($000) $7,358 Shares 38,400 Est. Cost $162.53 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $7,331 Shares 77,736 Est. Cost $56.00 Unrealized +24.1%
MCD MCDONALDS CORP 0.9%
Value ($000) $7,309 Shares 74,184 Est. Cost $72.62 Unrealized +3.7%
NKE NIKE INC 0.9%
Value ($000) $7,214 Shares 58,666 Est. Cost $27.70 Unrealized +79.0%
UPS UNITED PARCEL SERVICE CLASS B 0.9%
Value ($000) $7,183 Shares 72,784 Est. Cost $55.38 Unrealized +22.4%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $6,922 Shares 78,295 Est. Cost $65.88 Unrealized +9.5%
EPD ENTERPRISE PRODS PARTNERS 0.8%
Value ($000) $6,704 Shares 269,220 Est. Cost $50.43 Unrealized
GBDC GOLUB CAPITAL BDC INC 0.8%
Value ($000) $6,498 Shares 406,692 Est. Cost $6.08 Unrealized +5.1%
NSRGY NESTLE SPONSORED ADR 0.8%
Value ($000) $6,493 Shares 86,604 Est. Cost $66.03 Unrealized
PIEDMONT NATURAL GAS 0.8%
Value ($000) $6,423 Shares 160,303 Est. Cost $33.74 Unrealized
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $6,334 Shares 85,448 Est. Cost $65.06 Unrealized +1.8%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $6,330 Shares 25,434 Est. Cost $213.14 Unrealized
HD HOME DEPOT 0.8%
Value ($000) $6,163 Shares 53,362 Est. Cost $62.47 Unrealized +44.8%
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $6,162 Shares 104,090 Est. Cost $30.61 Unrealized +45.5%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.7%
Value ($000) $6,050 Shares 19,944 Est. Cost $176.91 Unrealized
CHUBB CORP 0.7%
Value ($000) $6,018 Shares 49,068 Est. Cost $84.99 Unrealized
BKU BANKUNITED INC 0.7%
Value ($000) $5,985 Shares 167,388 Est. Cost $23.16 Unrealized +14.1%
JACOBS ENGINEERING GROUP 0.7%
Value ($000) $5,976 Shares 159,667 Est. Cost $54.58 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $5,851 Shares 186,297 Est. Cost $16.54 Unrealized +24.6%
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $5,556 Shares 125,785 Est. Cost $45.67 Unrealized -18.2%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $5,504 Shares 61,847 Est. Cost $93.34 Unrealized
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $5,292 Shares 55,883 Est. Cost $56.24 Unrealized +30.4%
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $5,242 Shares 36,257 Est. Cost $94.79 Unrealized +26.2%
T AT&T INC (NEW) 0.6%
Value ($000) $5,139 Shares 157,738 Est. Cost $11.42 Unrealized +7.4%
HTLD HEARTLAND EXPRESS 0.6%
Value ($000) $4,988 Shares 250,135 Est. Cost $13.77 Unrealized +48.7%
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.6%
Value ($000) $4,983 Shares 38,215 Est. Cost $115.36 Unrealized +18.8%
HSIC SCHEIN HENRY INC 0.6%
Value ($000) $4,824 Shares 36,345 Est. Cost $43.94 Unrealized +26.1%
DHR DANAHER CORP 0.6%
Value ($000) $4,599 Shares 53,973 Est. Cost $25.01 Unrealized +44.0%
ES EVERSOURCE ENERGY COM 0.6%
Value ($000) $4,576 Shares 90,412 Est. Cost $36.21 Unrealized -7.0%
FDX FEDEX CORP 0.6%
Value ($000) $4,550 Shares 31,598 Est. Cost $82.62 Unrealized +65.0%
FCNTX FIDELITY CONTRAFUND 0.5%
Value ($000) $4,445 Shares 45,749 Est. Cost $87.97 Unrealized
BB&T CORPORATION 0.5%
Value ($000) $4,376 Shares 122,920 Est. Cost $33.80 Unrealized
ALLERGAN PLC SHS 0.5%
Value ($000) $4,301 Shares 15,824 Est. Cost $303.48 Unrealized
MMM 3M COMPANY 0.5%
Value ($000) $4,286 Shares 30,233 Est. Cost $61.26 Unrealized +42.8%
BXMT BLACKSTONE MTG TR INC CL A 0.5%
Value ($000) $4,253 Shares 154,990 Est. Cost $27.85 Unrealized
WHITEWAVE FOODS CO CL A 0.5%
Value ($000) $4,210 Shares 104,864 Est. Cost $35.35 Unrealized
KO COCA-COLA CO 0.5%
Value ($000) $4,169 Shares 103,918 Est. Cost $27.88 Unrealized +3.4%
EMC CORP 0.5%
Value ($000) $4,094 Shares 169,462 Est. Cost $23.66 Unrealized
V VISA INC 0.5%
Value ($000) $4,058 Shares 58,257 Est. Cost $58.62 Unrealized +13.2%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $3,860 Shares 88,707 Est. Cost $27.04 Unrealized -0.1%
COF CAPITAL ONE FINANCIAL CORP 0.5%
Value ($000) $3,822 Shares 52,700 Est. Cost $50.76 Unrealized +31.1%
PVH PVH CORP 0.4%
Value ($000) $3,613 Shares 35,443 Est. Cost $112.68 Unrealized -0.7%
GLW CORNING INC 0.4%
Value ($000) $3,568 Shares 208,366 Est. Cost $10.49 Unrealized +30.0%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.4%
Value ($000) $3,514 Shares 18 Est. Cost $173021.84 Unrealized +19.1%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,496 Shares 43,508 Est. Cost $48.67 Unrealized +31.2%
LAM RESEARCH CORP 0.4%
Value ($000) $3,470 Shares 53,107 Est. Cost $75.25 Unrealized
FIREEYE INC 0.4%
Value ($000) $3,460 Shares 108,734 Est. Cost $38.63 Unrealized
MCK MCKESSON CORP 0.4%
Value ($000) $3,458 Shares 18,691 Est. Cost $173.55 Unrealized +12.7%
HUBBELL INC CL B 0.4%
Value ($000) $3,242 Shares 38,159 Est. Cost $99.00 Unrealized
MKL MARKEL CORP HOLDING CO 0.4%
Value ($000) $3,240 Shares 4,040 Est. Cost $523.59 Unrealized +61.6%
ABT ABBOTT LABS 0.4%
Value ($000) $3,136 Shares 77,959 Est. Cost $29.05 Unrealized +33.6%
POWERSHARES QQQ TRUST UNIT SER 0.4%
Value ($000) $3,032 Shares 29,800 Est. Cost $79.60 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,991 Shares 67,591 Est. Cost $27.34 Unrealized +42.3%
AME AMETEK INC 0.4%
Value ($000) $2,960 Shares 56,570 Est. Cost $41.48 Unrealized +21.2%
FBIOX FIDELITY SELECT BIOTECH FUND 0.3%
Value ($000) $2,845 Shares 13,071 Est. Cost $195.14 Unrealized
COP CONOCO PHILLIPS 0.3%
Value ($000) $2,820 Shares 58,805 Est. Cost $44.76 Unrealized -17.8%
BUNGE LIMITED 0.3%
Value ($000) $2,792 Shares 38,085 Est. Cost $71.32 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $2,444 Shares 31,809 Est. Cost $50.52 Unrealized +7.0%
DVN DEVON ENERGY CORP 0.3%
Value ($000) $2,428 Shares 65,451 Est. Cost $47.09 Unrealized -33.0%
KMI KINDER MORGAN INC 0.3%
Value ($000) $2,342 Shares 84,607 Est. Cost $21.45 Unrealized -8.9%
BLACKSTONE GROUP LP 0.3%
Value ($000) $2,261 Shares 71,390 Est. Cost $39.39 Unrealized
FIDELITY INDEPENDNCE FD 0.3%
Value ($000) $2,256 Shares 62,502 Est. Cost $35.64 Unrealized
DUK DUKE ENERGY CORPORATION COM NE 0.3%
Value ($000) $2,212 Shares 30,747 Est. Cost $42.36 Unrealized +11.4%
ORCL ORACLE CORP 0.3%
Value ($000) $2,074 Shares 57,432 Est. Cost $27.58 Unrealized +19.3%
WMB WILLIAMS COS 0.2%
Value ($000) $1,979 Shares 53,718 Est. Cost $22.82 Unrealized +20.1%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,880 Shares 10,932 Est. Cost $23.82 Unrealized +23.8%
LINEAR TECHNOLOGY CORP 0.2%
Value ($000) $1,845 Shares 45,734 Est. Cost $47.00 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,826 Shares 46,635 Est. Cost $22.78 Unrealized +40.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,820 Shares 15,689 Est. Cost $51.84 Unrealized +95.2%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,781 Shares 28,061 Est. Cost $44.60 Unrealized +15.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,780 Shares 16,322 Est. Cost $63.21 Unrealized +22.4%
FSPHX FIDELITY SELECT HEALTH CARE 0.2%
Value ($000) $1,663 Shares 8,176 Est. Cost $226.02 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.2%
Value ($000) $1,633 Shares 34,400 Est. Cost $58.69 Unrealized
USB U S BANCORP 0.2%
Value ($000) $1,617 Shares 39,440 Est. Cost $22.41 Unrealized +33.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,609 Shares 24,615 Est. Cost $62.26 Unrealized -5.1%
WMT WAL-MART STORES INC 0.2%
Value ($000) $1,599 Shares 24,659 Est. Cost $20.16 Unrealized -6.2%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $1,467 Shares 23,079 Est. Cost $46.71 Unrealized +7.4%
ANADARKO PETROLEUM CORP 0.2%
Value ($000) $1,462 Shares 24,207 Est. Cost $92.45 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,458 Shares 26,805 Est. Cost $16.28 Unrealized +65.9%
MOG/A MOOG INC CLASS A 0.2%
Value ($000) $1,408 Shares 26,037 Est. Cost $44.53 Unrealized +33.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,402 Shares 20,954 Est. Cost $58.10 Unrealized -1.9%
PRAXAIR INC 0.2%
Value ($000) $1,371 Shares 13,464 Est. Cost $115.76 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,342 Shares 15,037 Est. Cost $47.34 Unrealized +43.0%
SU SUNCOR ENERGY INC 0.2%
Value ($000) $1,337 Shares 50,018 Est. Cost $19.72 Unrealized -5.9%
TGT TARGET CORP 0.2%
Value ($000) $1,290 Shares 16,405 Est. Cost $47.18 Unrealized +24.3%
PM PHILIP MORRIS INTL 0.2%
Value ($000) $1,282 Shares 16,162 Est. Cost $49.85 Unrealized -1.9%
FLS FLOWSERVE CORP 0.2%
Value ($000) $1,281 Shares 31,130 Est. Cost $46.83 Unrealized -20.5%
DE DEERE & CO 0.2%
Value ($000) $1,225 Shares 16,555 Est. Cost $68.07 Unrealized +7.8%
MCGRAW HILL COS 0.1%
Value ($000) $1,210 Shares 13,984 Est. Cost $53.17 Unrealized
FCVSX FIDELITY CONVERTIBLE SECS 0.1%
Value ($000) $1,205 Shares 42,192 Est. Cost $29.18 Unrealized
GENL AMERICAN INVESTORS INC 0.1%
Value ($000) $1,197 Shares 38,634 Est. Cost $32.75 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1,195 Shares 26,750 Est. Cost $26.97 Unrealized +5.0%
CHICAGO BRIDGE & IRON CO NV 0.1%
Value ($000) $1,193 Shares 30,100 Est. Cost $60.77 Unrealized
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $1,189 Shares 30,080 Est. Cost $46.02 Unrealized
NVO NOVO NORDISK A/S SPON ADR 0.1%
Value ($000) $1,150 Shares 21,212 Est. Cost $57.26 Unrealized
BAX BAXTER INTERNATIONAL 0.1%
Value ($000) $1,120 Shares 34,100 Est. Cost $32.72 Unrealized -2.0%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $1,096 Shares 22,150 Est. Cost $25.31 Unrealized +45.1%
BAXALTA INC 0.1%
Value ($000) $1,074 Shares 34,100 Est. Cost $31.50 Unrealized
DOW CHEMICAL CO 0.1%
Value ($000) $1,071 Shares 25,255 Est. Cost $32.17 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,055 Shares 12,689 Est. Cost $76.23 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,044 Shares 18,391 Est. Cost $48.29 Unrealized -0.3%
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $1,017 Shares 21,449 Est. Cost $62.69 Unrealized
PAA PLAINS ALL AMER PIPELINE LP 0.1%
Value ($000) $1,002 Shares 32,985 Est. Cost $56.44 Unrealized
MONMOUTH REAL ESTATE INVT CORP 0.1%
Value ($000) $975 Shares 100,000 Est. Cost $9.72 Unrealized
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $926 Shares 18,700 Est. Cost $50.44 Unrealized
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $913 Shares 9,932 Est. Cost $94.09 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $893 Shares 22,672 Est. Cost $40.27 Unrealized -1.1%
REAVES UTILITY INCOME FUND 0.1%
Value ($000) $843 Shares 30,000 Est. Cost $29.97 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $830 Shares 53,260 Est. Cost $11.44 Unrealized +17.5%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $818 Shares 31,132 Est. Cost $15.24 Unrealized +28.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $798 Shares 4,590 Est. Cost $120.06 Unrealized +32.3%
EW EDWARDS LIFESCIENCES 0.1%
Value ($000) $773 Shares 5,442 Est. Cost $15.78 Unrealized +52.9%
EOG EOG RESOURCES INC. 0.1%
Value ($000) $762 Shares 10,458 Est. Cost $64.17 Unrealized -10.9%
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $759 Shares 8,079 Est. Cost $72.60 Unrealized +26.7%
HEWLETT-PACKARD CO 0.1%
Value ($000) $728 Shares 28,421 Est. Cost $31.40 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $723 Shares 19,244 Est. Cost $32.41 Unrealized +3.4%
META FACEBOOK INC CL A 0.1%
Value ($000) $705 Shares 7,845 Est. Cost $76.25 Unrealized +19.5%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $688 Shares 13,406 Est. Cost $46.59 Unrealized -0.2%
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $683 Shares 19,975 Est. Cost $33.53 Unrealized
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $676 Shares 9,000 Est. Cost $31.42 Unrealized +37.8%
DVY ISHARES TR DJ SEL DIV INX 0.1%
Value ($000) $675 Shares 9,269 Est. Cost $65.52 Unrealized
MKC MCCORMICK & CO 0.1%
Value ($000) $666 Shares 8,100 Est. Cost $28.19 Unrealized +18.3%
XLY CONS DISC SELECT SECTOR SPDR 0.1%
Value ($000) $666 Shares 8,980 Est. Cost $64.16 Unrealized
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $659 Shares 19,400 Est. Cost $34.59 Unrealized
CSX CSX CORP 0.1%
Value ($000) $656 Shares 24,390 Est. Cost $8.06 Unrealized +3.8%
TOCQUEVILLE GOLD FUND 0.1%
Value ($000) $651 Shares 26,378 Est. Cost $44.96 Unrealized
FLPSX FIDELITY LOW PRICE STOCK FUND 0.1%
Value ($000) $635 Shares 13,414 Est. Cost $45.82 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $630 Shares 12,711 Est. Cost $36.72 Unrealized +11.0%
CERNER CORP 0.1%
Value ($000) $606 Shares 10,100 Est. Cost $48.02 Unrealized
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $602 Shares 14,645 Est. Cost $62.25 Unrealized
SWPPX SCHWAB S&P 500IDEX SELECT 0.1%
Value ($000) $591 Shares 19,416 Est. Cost $26.44 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $589 Shares 28,320 Est. Cost $38.18 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $587 Shares 10,464 Est. Cost $31.98 Unrealized +25.0%
AMZN AMAZON.COM INC 0.1%
Value ($000) $580 Shares 1,133 Est. Cost $21.47 Unrealized +17.8%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $577 Shares 8,176 Est. Cost $47.82 Unrealized 0.0%
JOHNSON CTLS INC 0.1%
Value ($000) $569 Shares 13,750 Est. Cost $36.62 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $567 Shares 21,602 Est. Cost $35.62 Unrealized
RIO RIO TINTO PLC ADR SPONSORED 0.1%
Value ($000) $556 Shares 16,450 Est. Cost $42.13 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $554 Shares 2,579 Est. Cost $202.69 Unrealized -6.2%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $539 Shares 13,001 Est. Cost $25.63 Unrealized +30.9%
ALCOA INC 0.1%
Value ($000) $530 Shares 54,830 Est. Cost $9.67 Unrealized
PPL PPL CORP 0.1%
Value ($000) $518 Shares 15,738 Est. Cost $16.47 Unrealized +19.4%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $507 Shares 4,999 Est. Cost $67.72 Unrealized +36.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $492 Shares 11,736 Est. Cost $23.39 Unrealized +45.5%
COMCAST CORP CL A SPECIAL 0.1%
Value ($000) $492 Shares 8,600 Est. Cost $39.65 Unrealized
NEM NEWMONT MINING CORP 0.1%
Value ($000) $481 Shares 29,950 Est. Cost $23.00 Unrealized -39.1%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $479 Shares 5,822 Est. Cost $49.85 Unrealized +37.1%
KNIGHT TRANSPORTATION 0.1%
Value ($000) $477 Shares 19,868 Est. Cost $16.82 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $468 Shares 9,792 Est. Cost $40.73 Unrealized
OUTFRONT MEDIA INC 0.1%
Value ($000) $458 Shares 22,000 Est. Cost $29.91 Unrealized
PWR QUANTA SERVICES INC 0.1%
Value ($000) $448 Shares 18,500 Est. Cost $26.53 Unrealized -5.9%
GM GENERAL MOTORS CO 0.1%
Value ($000) $447 Shares 14,864 Est. Cost $26.28 Unrealized -8.1%
INGERSOLL-RAND PLC 0.1%
Value ($000) $447 Shares 8,800 Est. Cost $55.52 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.1%
Value ($000) $438 Shares 13,238 Est. Cost $39.68 Unrealized
SNA SNAP-ON INC 0.1%
Value ($000) $430 Shares 2,850 Est. Cost $66.83 Unrealized +88.0%
CVE CENOVUS ENERGY INC 0.1%
Value ($000) $430 Shares 28,395 Est. Cost $22.40 Unrealized -47.9%
FIDELITY SPARTAN INTL IDEX FD 0.1%
Value ($000) $422 Shares 11,869 Est. Cost $39.51 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $422 Shares 6,075 Est. Cost $47.69 Unrealized +6.9%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $421 Shares 5,482 Est. Cost $53.32 Unrealized +16.8%
BB&T CORP PREFERRED D 5.850% 1 0.0%
Value ($000) $401 Shares 15,800 Est. Cost $21.44 Unrealized
CYTEC INDUSTRIES INC 0.0%
Value ($000) $384 Shares 5,196 Est. Cost $64.28 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $378 Shares 8,164 Est. Cost $32.08 Unrealized +16.0%
ROCKWELL COLLINS INC 0.0%
Value ($000) $376 Shares 4,600 Est. Cost $63.48 Unrealized
PEOPLES UNITED FIN'L 0.0%
Value ($000) $370 Shares 23,513 Est. Cost $14.91 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $363 Shares 6,050 Est. Cost $54.49 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $361 Shares 6,704 Est. Cost $45.06 Unrealized -2.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $354 Shares 4,400 Est. Cost $38.29 Unrealized +23.4%
HUBBELL INC CL A 0.0%
Value ($000) $341 Shares 3,150 Est. Cost $90.13 Unrealized
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $338 Shares 7,193 Est. Cost $41.81 Unrealized
HESS CORP 0.0%
Value ($000) $336 Shares 6,717 Est. Cost $66.53 Unrealized
FMILX FIDELITY NEW MILLENNIUM FUND 0.0%
Value ($000) $335 Shares 9,241 Est. Cost $39.13 Unrealized
BARD C R INC 0.0%
Value ($000) $335 Shares 1,800 Est. Cost $117.60 Unrealized
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $333 Shares 36,000 Est. Cost $10.60 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $330 Shares 5,800 Est. Cost $28.51 Unrealized +34.9%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $329 Shares 6,300 Est. Cost $33.96 Unrealized +2.5%
JPMORGAN CHASE 5.500% SER 0 0.0%
Value ($000) $326 Shares 13,500 Est. Cost $24.02 Unrealized
BB&T CORP PREFERRED E 5.625% 1 0.0%
Value ($000) $323 Shares 13,000 Est. Cost $20.57 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $323 Shares 2,950 Est. Cost $94.43 Unrealized +5.7%
FBALX FIDELITY BALANCED FUND 0.0%
Value ($000) $319 Shares 14,678 Est. Cost $23.13 Unrealized
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $314 Shares 31,699 Est. Cost $22.65 Unrealized
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $313 Shares 10,869 Est. Cost $32.96 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $313 Shares 6,000 Est. Cost $31.43 Unrealized +48.7%
IHF ISHARES DJ US HEALTH CAR PRO 0.0%
Value ($000) $312 Shares 2,520 Est. Cost $142.86 Unrealized
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $309 Shares 16,660 Est. Cost $19.05 Unrealized
GNC HOLDINGS INC CLASS A 0.0%
Value ($000) $309 Shares 7,635 Est. Cost $58.45 Unrealized
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $305 Shares 3,590 Est. Cost $83.32 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.0%
Value ($000) $301 Shares 11,147 Est. Cost $27.70 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $299 Shares 4,065 Est. Cost $16.55 Unrealized +34.6%
DOV DOVER CORP 0.0%
Value ($000) $299 Shares 5,232 Est. Cost $40.90 Unrealized +3.2%
PUBLIC STORAGE 5.750% 12/31/49 0.0%
Value ($000) $287 Shares 11,500 Est. Cost $24.67 Unrealized
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $287 Shares 2,700 Est. Cost $88.61 Unrealized +18.4%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $285 Shares 2,233 Est. Cost $70.09 Unrealized +40.4%
AMGN AMGEN INC 0.0%
Value ($000) $283 Shares 2,043 Est. Cost $77.41 Unrealized +50.2%
ROP ROPER INDS INC NEW 0.0%
Value ($000) $280 Shares 1,790 Est. Cost $114.17 Unrealized +36.0%
NUVEEN NY AMT-FREE MUN INCOMCO 0.0%
Value ($000) $279 Shares 22,172 Est. Cost $13.26 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $279 Shares 8,128 Est. Cost $37.20 Unrealized -6.4%
STT STATE STREET CORP 0.0%
Value ($000) $279 Shares 4,150 Est. Cost $45.00 Unrealized +22.9%
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $275 Shares 10,557 Est. Cost $31.50 Unrealized
MPNIX BNY MELLON NATL INTRMED MUNI B 0.0%
Value ($000) $274 Shares 20,093 Est. Cost $13.64 Unrealized
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $267 Shares 16,279 Est. Cost $17.09 Unrealized
HCC INSURANCE HOLDINGS INC 0.0%
Value ($000) $264 Shares 3,410 Est. Cost $76.83 Unrealized
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $261 Shares 26,959 Est. Cost $26.83 Unrealized -59.7%
OKE ONEOK INC 0.0%
Value ($000) $258 Shares 8,000 Est. Cost $20.18 Unrealized -5.3%
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $258 Shares 10,953 Est. Cost $21.94 Unrealized
VFC V F CORP 0.0%
Value ($000) $253 Shares 3,715 Est. Cost $59.82 Unrealized +14.5%
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $253 Shares 10,000 Est. Cost $24.00 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $250 Shares 10,000 Est. Cost $27.52 Unrealized
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $246 Shares 5,644 Est. Cost $40.39 Unrealized
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $246 Shares 2,350 Est. Cost $110.41 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $240 Shares 4,831 Est. Cost $50.83 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $238 Shares 1,120 Est. Cost $111.57 Unrealized +28.2%
TRANSCANADA CORP 0.0%
Value ($000) $237 Shares 7,500 Est. Cost $47.73 Unrealized
MONSANTO (NEW) 0.0%
Value ($000) $230 Shares 2,695 Est. Cost $104.84 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $223 Shares 2,660 Est. Cost $31.83 Unrealized +17.4%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $222 Shares 3,200 Est. Cost $70.04 Unrealized 0.0%
HCP INC 0.0%
Value ($000) $216 Shares 5,800 Est. Cost $43.21 Unrealized
DOX AMDOCS LTD ORD 0.0%
Value ($000) $216 Shares 3,800 Est. Cost $38.27 Unrealized +23.3%
SUNOCO LOGISTICS MLP UTS 0.0%
Value ($000) $215 Shares 7,500 Est. Cost $55.47 Unrealized
L LOEWS CORP 0.0%
Value ($000) $205 Shares 5,670 Est. Cost $42.08 Unrealized -15.4%
BNY MELLON FDS TR INTL APPC FD 0.0%
Value ($000) $204 Shares 17,109 Est. Cost $12.02 Unrealized
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $203 Shares 8,000 Est. Cost $24.90 Unrealized
BNY MELLON FDS TR SML MDCAP FD 0.0%
Value ($000) $188 Shares 15,608 Est. Cost $14.45 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $187 Shares 11,945 Est. Cost $6.75 Unrealized +11.8%
FTABX FIDELITY DEVONSHIRER SPARTAN T 0.0%
Value ($000) $121 Shares 10,482 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) $75 Shares 22,521 Est. Cost $4.00 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $54 Shares 18,200 Est. Cost $8.96 Unrealized
CANADIAN OIL SANDS LTD 0.0%
Value ($000) $52 Shares 11,000 Est. Cost $19.38 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $29 Shares 13,979 Est. Cost $14.89 Unrealized
CANNABIS SCIENCE INC 0.0%
Value ($000) $3 Shares 120,000 Est. Cost $0.03 Unrealized
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 22,350 Est. Cost Unrealized
GABRIEL TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized