NEVILLE RODIE & SHAW INC Diversified Active

CIK: 0000071210 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 14, 2016

Total Value ($000): $823,049 (100.0% shares, 0.0% debt)

Holdings (260)

XOM EXXON MOBIL CORP 6.9%
Value ($000) $56,666 Shares 677,912 Est. Cost $53.69 Unrealized -3.2%
AAPL APPLE INC 4.2%
Value ($000) $34,492 Shares 316,470 Est. Cost $18.11 Unrealized +24.5%
JNJ JOHNSON & JOHNSON 3.8%
Value ($000) $31,378 Shares 290,003 Est. Cost $60.93 Unrealized +29.3%
TMO THERMO FISHER SCIENTIFIC INC 2.2%
Value ($000) $18,397 Shares 129,930 Est. Cost $79.88 Unrealized +63.1%
GENERAL ELECTRIC CO 2.1%
Value ($000) $17,584 Shares 553,130 Est. Cost $23.19 Unrealized
MRK MERCK & COMPANY 2.0%
Value ($000) $16,420 Shares 310,348 Est. Cost $30.35 Unrealized +18.7%
WFC WELLS FARGO 1.8%
Value ($000) $15,125 Shares 312,750 Est. Cost $27.44 Unrealized +35.2%
NEE NEXTERA ENERGY INC 1.8%
Value ($000) $14,848 Shares 125,473 Est. Cost $14.15 Unrealized +54.1%
DIS DISNEY (WALT) CO 1.7%
Value ($000) $13,600 Shares 136,939 Est. Cost $59.09 Unrealized +50.6%
GOOGL ALPHABET CLASS A 1.5%
Value ($000) $12,107 Shares 15,870 Est. Cost $36.72 Unrealized -0.5%
BP BP P L C 1.5%
Value ($000) $11,990 Shares 397,293 Est. Cost $42.08 Unrealized
IBM INTL BUSINESS MACHINES 1.4%
Value ($000) $11,769 Shares 77,709 Est. Cost $118.20 Unrealized -28.9%
GOOG ALPHABET CLASS C 1.4%
Value ($000) $11,529 Shares 15,476 Est. Cost $35.61 Unrealized -0.2%
INTC INTEL CORP 1.4%
Value ($000) $11,454 Shares 354,063 Est. Cost $17.18 Unrealized +42.0%
MSFT MICROSOFT CORP 1.4%
Value ($000) $11,410 Shares 206,581 Est. Cost $39.89 Unrealized +15.5%
ABBV ABBVIE INC 1.3%
Value ($000) $11,055 Shares 193,546 Est. Cost $34.63 Unrealized +7.2%
NXPI NXP SEMICONDUCTORS NV 1.3%
Value ($000) $10,482 Shares 129,300 Est. Cost $83.80 Unrealized -20.9%
DUPONT E I DE NEMOURS CO 1.3%
Value ($000) $10,477 Shares 165,463 Est. Cost $52.50 Unrealized
NSC NORFOLK SOUTHERN CORP 1.3%
Value ($000) $10,408 Shares 125,011 Est. Cost $58.76 Unrealized +4.7%
GILD GILEAD SCIENCES INC 1.3%
Value ($000) $10,345 Shares 112,617 Est. Cost $43.09 Unrealized +47.3%
BA BOEING CO 1.2%
Value ($000) $10,192 Shares 80,292 Est. Cost $115.95 Unrealized -3.5%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $10,088 Shares 122,563 Est. Cost $55.26 Unrealized +11.6%
V VISA INC 1.2%
Value ($000) $9,866 Shares 128,993 Est. Cost $65.63 Unrealized +3.3%
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $9,616 Shares 130,396 Est. Cost $53.97 Unrealized -1.6%
MCD MCDONALDS CORP 1.1%
Value ($000) $9,239 Shares 73,517 Est. Cost $72.62 Unrealized +29.4%
SPY S&P 500 DEPOSITORY RECEIPTS 1.1%
Value ($000) $9,067 Shares 44,116 Est. Cost $168.04 Unrealized
CELGENE CORP 1.1%
Value ($000) $8,786 Shares 87,781 Est. Cost $107.02 Unrealized
CVX CHEVRON CORP 1.1%
Value ($000) $8,730 Shares 91,510 Est. Cost $71.61 Unrealized -19.8%
PEP PEPSICO INC 1.0%
Value ($000) $8,488 Shares 82,826 Est. Cost $57.17 Unrealized +28.2%
NKE NIKE INC 0.9%
Value ($000) $7,515 Shares 122,252 Est. Cost $42.61 Unrealized +24.9%
UPS UNITED PARCEL SERVICE CLASS B 0.9%
Value ($000) $7,243 Shares 68,672 Est. Cost $55.72 Unrealized +21.5%
JPM J P MORGAN CHASE & CO 0.9%
Value ($000) $7,091 Shares 119,741 Est. Cost $36.43 Unrealized +23.2%
HD HOME DEPOT 0.9%
Value ($000) $7,038 Shares 52,747 Est. Cost $62.47 Unrealized +57.5%
HSIC SCHEIN HENRY INC 0.8%
Value ($000) $6,878 Shares 39,840 Est. Cost $45.45 Unrealized +37.4%
PIEDMONT NATURAL GAS 0.8%
Value ($000) $6,833 Shares 114,214 Est. Cost $33.74 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $6,726 Shares 105,290 Est. Cost $30.77 Unrealized +45.6%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $6,676 Shares 122,760 Est. Cost $45.67 Unrealized -18.1%
MDY SPDR S&P MIDCAP 400 ETF 0.8%
Value ($000) $6,599 Shares 25,117 Est. Cost $213.14 Unrealized
GBDC GOLUB CAPITAL BDC INC 0.8%
Value ($000) $6,585 Shares 380,421 Est. Cost $6.08 Unrealized +8.2%
WAB WABTEC CORP 0.8%
Value ($000) $6,400 Shares 80,721 Est. Cost $50.77 Unrealized +28.9%
COST COSTCO WHOLESALE CORP 0.8%
Value ($000) $6,378 Shares 40,473 Est. Cost $98.63 Unrealized +29.5%
JACOBS ENGINEERING GROUP 0.8%
Value ($000) $6,368 Shares 146,225 Est. Cost $54.58 Unrealized
WHITEWAVE FOODS CO CL A 0.8%
Value ($000) $6,338 Shares 155,959 Est. Cost $36.77 Unrealized
T AT&T INC (NEW) 0.8%
Value ($000) $6,321 Shares 161,364 Est. Cost $11.57 Unrealized +19.6%
NSRGY NESTLE SPONSORED ADR 0.8%
Value ($000) $6,237 Shares 83,136 Est. Cost $66.03 Unrealized
HON HONEYWELL INTERNATIONAL 0.8%
Value ($000) $6,208 Shares 55,405 Est. Cost $56.24 Unrealized +35.7%
IBB ISHARES NASDQ BIOTECH INDEX FN 0.8%
Value ($000) $6,207 Shares 23,800 Est. Cost $195.38 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $6,193 Shares 208,936 Est. Cost $16.95 Unrealized +10.2%
FCNTX FIDELITY CONTRAFUND 0.7%
Value ($000) $5,689 Shares 58,858 Est. Cost $90.29 Unrealized
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $5,680 Shares 56,745 Est. Cost $93.34 Unrealized
BXMT BLACKSTONE MTG TR INC CL A 0.7%
Value ($000) $5,553 Shares 206,765 Est. Cost $27.58 Unrealized
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $5,471 Shares 101,167 Est. Cost $27.37 Unrealized +9.8%
BKU BANKUNITED INC 0.7%
Value ($000) $5,462 Shares 158,607 Est. Cost $23.16 Unrealized +7.0%
BRK/B BERKSHIRE HATHAWAY CL B NEW 0.7%
Value ($000) $5,399 Shares 38,055 Est. Cost $115.36 Unrealized +14.9%
FDX FEDEX CORP 0.7%
Value ($000) $5,394 Shares 33,149 Est. Cost $85.08 Unrealized +40.1%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $5,287 Shares 86,118 Est. Cost $63.90 Unrealized -21.0%
UNP UNION PACIFIC CORP 0.6%
Value ($000) $5,286 Shares 66,445 Est. Cost $65.88 Unrealized -5.9%
EXPRESS SCRIPTS HOLDING COMPAN 0.6%
Value ($000) $5,211 Shares 75,868 Est. Cost $61.74 Unrealized
ES EVERSOURCE ENERGY COM 0.6%
Value ($000) $5,133 Shares 87,981 Est. Cost $36.21 Unrealized +7.3%
MMM 3M COMPANY 0.6%
Value ($000) $4,980 Shares 29,883 Est. Cost $61.26 Unrealized +51.4%
DHR DANAHER CORP 0.6%
Value ($000) $4,954 Shares 52,227 Est. Cost $25.01 Unrealized +45.8%
EPD ENTERPRISE PRODS PARTNERS 0.6%
Value ($000) $4,638 Shares 188,379 Est. Cost $50.43 Unrealized
LAM RESEARCH CORP 0.5%
Value ($000) $4,508 Shares 54,581 Est. Cost $75.38 Unrealized
HTLD HEARTLAND EXPRESS 0.5%
Value ($000) $4,494 Shares 242,270 Est. Cost $13.77 Unrealized +30.5%
ALLERGAN PLC SHS 0.5%
Value ($000) $4,476 Shares 16,699 Est. Cost $301.78 Unrealized
KO COCA-COLA CO 0.5%
Value ($000) $4,351 Shares 93,792 Est. Cost $27.88 Unrealized +14.2%
HUBB HUBBELL INC 0.5%
Value ($000) $4,318 Shares 40,761 Est. Cost $76.44 Unrealized +1.4%
PRGO PERRIGO CO PLC 0.5%
Value ($000) $3,975 Shares 31,070 Est. Cost $156.62 Unrealized -12.7%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $3,935 Shares 43,858 Est. Cost $48.67 Unrealized +39.1%
BB&T CORPORATION 0.5%
Value ($000) $3,932 Shares 118,170 Est. Cost $33.80 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.5%
Value ($000) $3,842 Shares 18 Est. Cost $173021.84 Unrealized +15.3%
GLW CORNING INC 0.4%
Value ($000) $3,683 Shares 176,324 Est. Cost $10.49 Unrealized +35.9%
EMC CORP 0.4%
Value ($000) $3,615 Shares 135,670 Est. Cost $23.66 Unrealized
MKL MARKEL CORP HOLDING CO 0.4%
Value ($000) $3,490 Shares 3,915 Est. Cost $523.59 Unrealized +64.2%
POWERSHARES QQQ TRUST UNIT SER 0.4%
Value ($000) $3,473 Shares 31,806 Est. Cost $82.81 Unrealized
CRM SALESFORCE.COM INC 0.4%
Value ($000) $3,433 Shares 46,495 Est. Cost $75.13 Unrealized -9.4%
XLY CONS DISC SELECT SECTOR SPDR 0.4%
Value ($000) $3,402 Shares 43,010 Est. Cost $75.85 Unrealized
CB CHUBB LIMITED COM 0.4%
Value ($000) $3,048 Shares 25,580 Est. Cost $96.06 Unrealized 0.0%
ABT ABBOTT LABS 0.4%
Value ($000) $3,044 Shares 72,791 Est. Cost $29.05 Unrealized +13.6%
AME AMETEK INC 0.3%
Value ($000) $2,799 Shares 56,010 Est. Cost $41.48 Unrealized +7.4%
PSX PHILLIPS 66 0.3%
Value ($000) $2,668 Shares 30,809 Est. Cost $50.52 Unrealized +10.9%
WY WEYERHAEUSER CO 0.3%
Value ($000) $2,538 Shares 81,938 Est. Cost $18.57 Unrealized -2.2%
COP CONOCO PHILLIPS 0.3%
Value ($000) $2,484 Shares 61,665 Est. Cost $43.94 Unrealized -36.1%
FIREEYE INC 0.3%
Value ($000) $2,322 Shares 129,059 Est. Cost $30.63 Unrealized
DUK DUKE ENERGY CORPORATION COM NE 0.3%
Value ($000) $2,262 Shares 28,048 Est. Cost $42.45 Unrealized +18.9%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $2,184 Shares 16,240 Est. Cost $63.21 Unrealized +46.8%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,158 Shares 13,225 Est. Cost $24.16 Unrealized +1.7%
MCK MCKESSON CORP 0.3%
Value ($000) $2,063 Shares 13,116 Est. Cost $173.55 Unrealized -13.8%
BUNGE LIMITED 0.2%
Value ($000) $2,029 Shares 35,810 Est. Cost $71.32 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,025 Shares 28,661 Est. Cost $44.80 Unrealized +18.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,998 Shares 15,500 Est. Cost $51.84 Unrealized +94.6%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,876 Shares 24,514 Est. Cost $62.26 Unrealized -14.8%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $1,874 Shares 34,004 Est. Cost $44.09 Unrealized -12.0%
META FACEBOOK INC CL A 0.2%
Value ($000) $1,862 Shares 16,320 Est. Cost $89.93 Unrealized +16.5%
FBIOX FIDELITY SELECT BIOTECH FUND 0.2%
Value ($000) $1,689 Shares 10,005 Est. Cost $196.71 Unrealized
DVN DEVON ENERGY CORP 0.2%
Value ($000) $1,686 Shares 61,451 Est. Cost $47.09 Unrealized -64.0%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $1,594 Shares 43,271 Est. Cost $22.78 Unrealized +23.6%
GENL AMERICAN INVESTORS INC 0.2%
Value ($000) $1,586 Shares 50,780 Est. Cost $32.45 Unrealized
PM PHILIP MORRIS INTL 0.2%
Value ($000) $1,559 Shares 15,887 Est. Cost $49.85 Unrealized +12.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,554 Shares 24,805 Est. Cost $16.28 Unrealized +90.9%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,547 Shares 20,636 Est. Cost $58.10 Unrealized +1.4%
ROYAL DUTCH SHELL PLC SPON ADR 0.2%
Value ($000) $1,495 Shares 30,375 Est. Cost $56.64 Unrealized
FIDELITY INDEPENDNCE FD 0.2%
Value ($000) $1,488 Shares 44,199 Est. Cost $35.64 Unrealized
LINEAR TECHNOLOGY CORP 0.2%
Value ($000) $1,451 Shares 32,575 Est. Cost $47.00 Unrealized
USB U S BANCORP 0.2%
Value ($000) $1,430 Shares 35,240 Est. Cost $22.41 Unrealized +24.0%
BAX BAXTER INTERNATIONAL 0.2%
Value ($000) $1,401 Shares 34,100 Est. Cost $32.72 Unrealized -0.8%
SO SOUTHERN CO 0.2%
Value ($000) $1,383 Shares 26,750 Est. Cost $26.97 Unrealized +19.5%
MCGRAW HILL COS 0.2%
Value ($000) $1,374 Shares 13,884 Est. Cost $53.17 Unrealized
FLS FLOWSERVE CORP 0.2%
Value ($000) $1,362 Shares 30,680 Est. Cost $46.83 Unrealized -27.7%
TGT TARGET CORP 0.2%
Value ($000) $1,350 Shares 16,405 Est. Cost $47.18 Unrealized +19.5%
BAXALTA INC 0.2%
Value ($000) $1,304 Shares 32,275 Est. Cost $31.50 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,271 Shares 15,037 Est. Cost $47.34 Unrealized +30.9%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,260 Shares 21,950 Est. Cost $25.31 Unrealized +60.1%
DOW CHEMICAL CO 0.1%
Value ($000) $1,223 Shares 24,055 Est. Cost $32.17 Unrealized
PRAXAIR INC 0.1%
Value ($000) $1,218 Shares 10,639 Est. Cost $115.76 Unrealized
MONMOUTH REAL ESTATE INVT CORP 0.1%
Value ($000) $1,189 Shares 100,000 Est. Cost $9.72 Unrealized
FCVSX FIDELITY CONVERTIBLE SECS 0.1%
Value ($000) $1,167 Shares 45,033 Est. Cost $28.97 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $1,165 Shares 16,808 Est. Cost $50.76 Unrealized +9.1%
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $1,157 Shares 18,516 Est. Cost $48.29 Unrealized -3.2%
MOG/A MOOG INC CLASS A 0.1%
Value ($000) $1,109 Shares 24,287 Est. Cost $44.53 Unrealized -3.1%
NVO NOVO NORDISK A/S SPON ADR 0.1%
Value ($000) $1,097 Shares 20,232 Est. Cost $57.26 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,095 Shares 26,752 Est. Cost $27.58 Unrealized +15.8%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,069 Shares 12,689 Est. Cost $76.23 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $1,020 Shares 21,048 Est. Cost $62.69 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $1,000 Shares 55,970 Est. Cost $21.45 Unrealized -53.6%
OAKTREE CAPITAL GROUP LLC 0.1%
Value ($000) $997 Shares 20,200 Est. Cost $50.26 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $985 Shares 14,376 Est. Cost $20.16 Unrealized -9.2%
DE DEERE & CO 0.1%
Value ($000) $978 Shares 12,705 Est. Cost $68.07 Unrealized -2.6%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $961 Shares 22,272 Est. Cost $40.27 Unrealized -4.2%
EW EDWARDS LIFESCIENCES 0.1%
Value ($000) $960 Shares 10,884 Est. Cost $20.88 Unrealized +32.2%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $928 Shares 33,373 Est. Cost $19.72 Unrealized -13.7%
REAVES UTILITY INCOME FUND 0.1%
Value ($000) $899 Shares 30,000 Est. Cost $29.97 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $872 Shares 30,632 Est. Cost $15.24 Unrealized +24.3%
ZBH ZIMMER HOLDINGS 0.1%
Value ($000) $863 Shares 8,094 Est. Cost $72.60 Unrealized +22.9%
NUE NUCOR CORP 0.1%
Value ($000) $858 Shares 18,144 Est. Cost $32.41 Unrealized +0.1%
TOCQUEVILLE GOLD FUND 0.1%
Value ($000) $837 Shares 26,378 Est. Cost $44.96 Unrealized
DVY ISHARES TR DJ SEL DIV INX 0.1%
Value ($000) $766 Shares 9,374 Est. Cost $65.63 Unrealized
MKC MCCORMICK & CO 0.1%
Value ($000) $746 Shares 7,500 Est. Cost $28.19 Unrealized +32.2%
WMB WILLIAMS COS 0.1%
Value ($000) $743 Shares 46,200 Est. Cost $22.82 Unrealized -56.6%
SLRC SOLAR CAP LTD COM 0.1%
Value ($000) $734 Shares 42,500 Est. Cost $6.68 Unrealized -0.7%
ANADARKO PETROLEUM CORP 0.1%
Value ($000) $729 Shares 15,664 Est. Cost $92.45 Unrealized
NVS NOVARTIS AG SPON ADR 0.1%
Value ($000) $719 Shares 9,932 Est. Cost $94.09 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $718 Shares 11,475 Est. Cost $46.59 Unrealized -5.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $713 Shares 4,540 Est. Cost $120.06 Unrealized +5.1%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $711 Shares 11,632 Est. Cost $23.76 Unrealized -4.3%
FDCAX FIDELITY CAP APPRECIATION FD 0.1%
Value ($000) $702 Shares 22,177 Est. Cost $33.42 Unrealized
FLPSX FIDELITY LOW PRICE STOCK FUND 0.1%
Value ($000) $696 Shares 14,442 Est. Cost $45.97 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $679 Shares 1,143 Est. Cost $21.81 Unrealized +30.1%
EOG EOG RESOURCES INC. 0.1%
Value ($000) $676 Shares 9,311 Est. Cost $64.17 Unrealized -20.4%
EQR EQUITY RESIDENTIAL PROP SBI 0.1%
Value ($000) $675 Shares 9,000 Est. Cost $31.42 Unrealized +48.2%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $670 Shares 8,526 Est. Cost $47.83 Unrealized +1.0%
SPECTRA ENERGY CORP 0.1%
Value ($000) $661 Shares 21,602 Est. Cost $35.62 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $657 Shares 10,364 Est. Cost $31.98 Unrealized +28.8%
FMCSX FIDELITY MID CAP STK FND 0.1%
Value ($000) $650 Shares 19,462 Est. Cost $34.53 Unrealized
SWPPX SCHWAB S&P 500IDEX SELECT 0.1%
Value ($000) $646 Shares 20,191 Est. Cost $26.60 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $643 Shares 47,560 Est. Cost $11.44 Unrealized -5.1%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $614 Shares 23,100 Est. Cost $23.00 Unrealized -21.0%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $597 Shares 5,827 Est. Cost $49.85 Unrealized +46.9%
BLACKSTONE GROUP LP 0.1%
Value ($000) $597 Shares 21,293 Est. Cost $39.39 Unrealized
PAA PLAINS ALL AMER PIPELINE LP 0.1%
Value ($000) $592 Shares 28,220 Est. Cost $56.44 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $569 Shares 4,999 Est. Cost $67.72 Unrealized +24.0%
PPL PPL CORP 0.1%
Value ($000) $560 Shares 14,700 Est. Cost $16.47 Unrealized +38.9%
INGERSOLL-RAND PLC 0.1%
Value ($000) $546 Shares 8,800 Est. Cost $55.52 Unrealized
FSPHX FIDELITY SELECT HEALTH CARE 0.1%
Value ($000) $545 Shares 2,987 Est. Cost $226.02 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $538 Shares 2,304 Est. Cost $202.69 Unrealized -11.5%
JOHNSON CTLS INC 0.1%
Value ($000) $536 Shares 13,750 Est. Cost $36.62 Unrealized
CSX CSX CORP 0.1%
Value ($000) $529 Shares 20,526 Est. Cost $8.06 Unrealized -13.0%
C CITIGROUP INC 0.1%
Value ($000) $528 Shares 12,650 Est. Cost $36.72 Unrealized -14.9%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $526 Shares 23,300 Est. Cost $25.15 Unrealized -22.7%
ALCOA INC 0.1%
Value ($000) $523 Shares 54,630 Est. Cost $9.67 Unrealized
KNIGHT TRANSPORTATION 0.1%
Value ($000) $520 Shares 19,868 Est. Cost $16.82 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 0.1%
Value ($000) $504 Shares 28,421 Est. Cost $6.50 Unrealized -2.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $472 Shares 13,001 Est. Cost $25.63 Unrealized +1.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $471 Shares 11,736 Est. Cost $23.39 Unrealized +38.5%
GM GENERAL MOTORS CO 0.1%
Value ($000) $465 Shares 14,795 Est. Cost $26.31 Unrealized -7.7%
OUTFRONT MEDIA INC 0.1%
Value ($000) $464 Shares 22,000 Est. Cost $29.91 Unrealized
RIO RIO TINTO PLC ADR SPONSORED 0.1%
Value ($000) $454 Shares 16,050 Est. Cost $42.13 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $449 Shares 5,482 Est. Cost $53.32 Unrealized +14.7%
SNA SNAP-ON INC 0.1%
Value ($000) $447 Shares 2,850 Est. Cost $66.83 Unrealized +80.9%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $446 Shares 6,075 Est. Cost $47.69 Unrealized +1.7%
CERNER CORP 0.1%
Value ($000) $445 Shares 8,400 Est. Cost $48.02 Unrealized
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $437 Shares 13,505 Est. Cost $62.25 Unrealized
FIDELITY SPARTAN INTL IDEX FD 0.1%
Value ($000) $424 Shares 12,125 Est. Cost $39.43 Unrealized
ROCKWELL COLLINS INC 0.1%
Value ($000) $424 Shares 4,600 Est. Cost $63.48 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $416 Shares 6,050 Est. Cost $54.49 Unrealized
BB&T CORP PREFERRED D 5.850% 1 0.1%
Value ($000) $413 Shares 15,800 Est. Cost $21.44 Unrealized
UHT UNIVERSAL HEALTH/REALTY SBI 0.0%
Value ($000) $405 Shares 7,193 Est. Cost $41.81 Unrealized
CHICAGO BRIDGE & IRON CO NV 0.0%
Value ($000) $400 Shares 10,930 Est. Cost $60.77 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $399 Shares 4,400 Est. Cost $38.29 Unrealized +35.7%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $385 Shares 5,800 Est. Cost $28.51 Unrealized +53.2%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $378 Shares 6,300 Est. Cost $33.96 Unrealized +19.9%
PEOPLES UNITED FIN'L 0.0%
Value ($000) $375 Shares 23,513 Est. Cost $14.91 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $365 Shares 6,000 Est. Cost $31.43 Unrealized +50.8%
FMILX FIDELITY NEW MILLENNIUM FUND 0.0%
Value ($000) $364 Shares 10,850 Est. Cost $38.30 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 0.0%
Value ($000) $357 Shares 10,338 Est. Cost $39.68 Unrealized
HPQ HP INC 0.0%
Value ($000) $350 Shares 28,421 Est. Cost $9.12 Unrealized -15.5%
JPMORGAN CHASE 5.500% SER 0 0.0%
Value ($000) $344 Shares 13,500 Est. Cost $24.02 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $336 Shares 5,232 Est. Cost $40.90 Unrealized +0.2%
FEVAX FIRST EAGLE US VALUE FD CL A 0.0%
Value ($000) $335 Shares 17,465 Est. Cost $19.02 Unrealized
FDGFX FIDELITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $333 Shares 10,979 Est. Cost $32.94 Unrealized
BB&T CORP PREFERRED E 5.625% 1 0.0%
Value ($000) $333 Shares 13,000 Est. Cost $20.57 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $329 Shares 2,950 Est. Cost $94.43 Unrealized +1.0%
FFTWX FIDELITY FREEDOM 2025 FUND 0.0%
Value ($000) $328 Shares 26,249 Est. Cost $12.50 Unrealized
ROP ROPER INDS INC NEW 0.0%
Value ($000) $327 Shares 1,790 Est. Cost $114.17 Unrealized +42.1%
RNR RENAISSANCERE HLDGS LTD ORD 0.0%
Value ($000) $324 Shares 2,700 Est. Cost $88.61 Unrealized +28.2%
BARD C R INC 0.0%
Value ($000) $324 Shares 1,600 Est. Cost $117.60 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $324 Shares 8,128 Est. Cost $37.20 Unrealized -5.3%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $322 Shares 2,233 Est. Cost $70.09 Unrealized +35.1%
OEF ISHARES S&P 100 IDX FD 0.0%
Value ($000) $321 Shares 3,510 Est. Cost $83.32 Unrealized
MPNIX BNY MELLON NATL INTRMED MUNI B 0.0%
Value ($000) $318 Shares 22,972 Est. Cost $13.66 Unrealized
FSCRX FIDELITY SMALL CAP DISCOVERY F 0.0%
Value ($000) $310 Shares 11,330 Est. Cost $27.68 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $307 Shares 2,043 Est. Cost $77.41 Unrealized +43.1%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $304 Shares 8,164 Est. Cost $32.08 Unrealized -13.1%
PUBLIC STORAGE 5.750% 12/31/49 0.0%
Value ($000) $302 Shares 11,500 Est. Cost $24.67 Unrealized
NUVEEN NY AMT-FREE MUN INCOMCO 0.0%
Value ($000) $298 Shares 22,172 Est. Cost $13.26 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $282 Shares 3,756 Est. Cost $46.10 Unrealized 0.0%
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $278 Shares 2,350 Est. Cost $110.41 Unrealized
FCX FREEPORT MCMORAN COP & GLD INC 0.0%
Value ($000) $277 Shares 26,759 Est. Cost $26.83 Unrealized -76.2%
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $276 Shares 36,000 Est. Cost $10.60 Unrealized -32.4%
FASMX FIDELITY ASSET MANAGER 0.0%
Value ($000) $276 Shares 17,054 Est. Cost $17.04 Unrealized
VGSTX VANGUARD STAR FUND 0.0%
Value ($000) $269 Shares 11,480 Est. Cost $22.01 Unrealized
HESS CORP 0.0%
Value ($000) $265 Shares 5,032 Est. Cost $66.53 Unrealized
NPRTX NEUBERGER BERMAN L/C VAL FND 0.0%
Value ($000) $264 Shares 10,534 Est. Cost $30.91 Unrealized
GENERAL ELECTRIC CAP PFD 4.875 0.0%
Value ($000) $263 Shares 10,000 Est. Cost $24.00 Unrealized
SGENX FIRST EAGLE GLOBAL FD CL A 0.0%
Value ($000) $260 Shares 4,888 Est. Cost $50.83 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $251 Shares 19,295 Est. Cost $22.40 Unrealized -55.1%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $247 Shares 1,120 Est. Cost $111.57 Unrealized +22.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $247 Shares 6,400 Est. Cost $36.05 Unrealized 0.0%
NRT NO EUROPEAN OIL ROYALTY UTS 0.0%
Value ($000) $246 Shares 31,699 Est. Cost $22.65 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $245 Shares 2,660 Est. Cost $31.83 Unrealized +20.6%
STT STATE STREET CORP 0.0%
Value ($000) $243 Shares 4,150 Est. Cost $45.00 Unrealized -5.3%
VFC V F CORP 0.0%
Value ($000) $241 Shares 3,715 Est. Cost $59.82 Unrealized -2.9%
PRNHX T ROWE PRICE NEW HORIZON FUND 0.0%
Value ($000) $241 Shares 5,926 Est. Cost $40.49 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $240 Shares 4,704 Est. Cost $45.06 Unrealized -18.1%
OKE ONEOK INC 0.0%
Value ($000) $239 Shares 8,000 Est. Cost $13.46 Unrealized 0.0%
TBGVX TWEEDY BROWNE GLOBAL VALUE FD 0.0%
Value ($000) $239 Shares 10,000 Est. Cost $27.52 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $238 Shares 3,345 Est. Cost $16.55 Unrealized +30.9%
FBALX FIDELITY BALANCED FUND 0.0%
Value ($000) $230 Shares 10,819 Est. Cost $23.13 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $228 Shares 2,740 Est. Cost $52.01 Unrealized +3.4%
ALB ALBEMARLE CORP 0.0%
Value ($000) $224 Shares 3,500 Est. Cost $44.66 Unrealized +7.2%
PEG PUBLIC SVC ENTERPRISES GROUP 0.0%
Value ($000) $222 Shares 4,699 Est. Cost $30.16 Unrealized 0.0%
ORI OLD REP INTL CORP 0.0%
Value ($000) $218 Shares 11,945 Est. Cost $6.75 Unrealized +28.6%
L LOEWS CORP 0.0%
Value ($000) $217 Shares 5,670 Est. Cost $42.08 Unrealized -16.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $216 Shares 1,850 Est. Cost $88.89 Unrealized -1.2%
WAT WATERS CORP 0.0%
Value ($000) $216 Shares 1,637 Est. Cost $128.50 Unrealized -2.9%
RAYTHEON CO 0.0%
Value ($000) $216 Shares 1,765 Est. Cost $124.65 Unrealized
MONSANTO (NEW) 0.0%
Value ($000) $215 Shares 2,445 Est. Cost $104.84 Unrealized
MERRILL LYNCH CAP TR I GTD CAP 0.0%
Value ($000) $207 Shares 8,000 Est. Cost $24.90 Unrealized
BNY MELLON INTERNAT APPREC FD 0.0%
Value ($000) $205 Shares 17,520 Est. Cost $12.02 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.0%
Value ($000) $202 Shares 28,320 Est. Cost $38.18 Unrealized
BNY MELLON SM/MIDCAP MULTI STR 0.0%
Value ($000) $192 Shares 16,653 Est. Cost $14.27 Unrealized
FTABX FIDELITY DEVONSHIRER SPARTAN T 0.0%
Value ($000) $126 Shares 10,676 Est. Cost $11.18 Unrealized
LIBAX COLUMBIA INTER BD FD A 0.0%
Value ($000) $116 Shares 12,748 Est. Cost $9.10 Unrealized
BLACKROCK DEBT STRAT FD INC CO 0.0%
Value ($000) $78 Shares 22,521 Est. Cost $4.00 Unrealized
HGTXU HUGOTON RTY TR TEX SBI 0.0%
Value ($000) $24 Shares 17,500 Est. Cost $8.96 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $11 Shares 13,750 Est. Cost $14.89 Unrealized
CANNABIS SCIENCE INC 0.0%
Value ($000) $5 Shares 219,999 Est. Cost $0.02 Unrealized
RUBICON MINERALS CORP 0.0%
Value ($000) $1 Shares 15,000 Est. Cost $0.07 Unrealized
GABRIEL TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
AMCAST INDUSTRIAL CORP 0.0%
Value ($000) $0 Shares 22,050 Est. Cost Unrealized