KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 4, 2013

Total Value ($000): $2,554,714 (100.0% shares, 0.0% debt)

Holdings (310)

DIS Disney Walt Co 6.3%
Value ($000) $161,967 Shares 2,511,506 Est. Cost $56.11 Unrealized +1.5%
BRK/B Berkshire Hathaway Inc Cl B 5.3%
Value ($000) $135,629 Shares 1,194,860 Est. Cost $110.02 Unrealized +4.9%
PEP Pepsico Inc 4.8%
Value ($000) $121,524 Shares 1,528,617 Est. Cost $56.00 Unrealized +1.4%
FCX Freeport-McMoran Copper & Gold 4.6%
Value ($000) $117,048 Shares 3,538,344 Est. Cost $24.47 Unrealized +4.9%
JNJ Johnson & Johnson Co 3.5%
Value ($000) $90,189 Shares 1,040,363 Est. Cost $59.66 Unrealized +6.5%
AXP American Express Co 2.6%
Value ($000) $65,853 Shares 871,988 Est. Cost $59.62 Unrealized +6.1%
PG Procter & Gamble Co 2.3%
Value ($000) $57,806 Shares 764,724 Est. Cost $55.00 Unrealized +2.2%
General Electric Co 2.2%
Value ($000) $55,042 Shares 2,303,982 Est. Cost $23.19 Unrealized
Royal Dutch Shell PLC Cl A Spo 2.1%
Value ($000) $53,256 Shares 810,839 Est. Cost $63.80 Unrealized
Hess Corp 2.0%
Value ($000) $51,544 Shares 666,472 Est. Cost $69.55 Unrealized
SLB Schlumberger Ltd 2.0%
Value ($000) $50,748 Shares 574,339 Est. Cost $52.90 Unrealized +11.5%
UNP Union Pacific Corp 1.9%
Value ($000) $47,890 Shares 308,291 Est. Cost $57.06 Unrealized +5.4%
IBM International Business Machine 1.8%
Value ($000) $45,834 Shares 247,509 Est. Cost $118.94 Unrealized -6.2%
CL Colgate Palmolive Co 1.8%
Value ($000) $45,814 Shares 772,585 Est. Cost $44.38 Unrealized +0.4%
EMR Emerson Electric Co 1.6%
Value ($000) $41,827 Shares 646,493 Est. Cost $40.02 Unrealized +9.5%
MMM 3M CO 1.5%
Value ($000) $39,573 Shares 331,403 Est. Cost $61.26 Unrealized +7.7%
United Technologies Corp 1.5%
Value ($000) $39,431 Shares 365,707 Est. Cost $92.94 Unrealized
XOM Exxon Mobil Corp 1.5%
Value ($000) $38,350 Shares 445,714 Est. Cost $53.69 Unrealized +0.9%
HON Honeywell International Inc 1.5%
Value ($000) $37,782 Shares 454,982 Est. Cost $53.13 Unrealized +8.2%
FDX Fedex Corp 1.3%
Value ($000) $33,666 Shares 295,035 Est. Cost $81.95 Unrealized +11.4%
CVX Chevron Corp 1.3%
Value ($000) $33,434 Shares 275,178 Est. Cost $71.30 Unrealized +2.5%
Google Inc 1.3%
Value ($000) $33,177 Shares 37,878 Est. Cost $880.38 Unrealized
CMCSA Comcast Corp Cl A 1.2%
Value ($000) $29,698 Shares 658,274 Est. Cost $15.62 Unrealized +5.9%
DE Deere & Co 1.1%
Value ($000) $28,998 Shares 356,277 Est. Cost $66.23 Unrealized -0.4%
QCOM Qualcomm Inc 1.1%
Value ($000) $28,207 Shares 419,004 Est. Cost $45.06 Unrealized +3.3%
ABBV Abbvie Inc 1.0%
Value ($000) $26,579 Shares 594,205 Est. Cost $26.55 Unrealized +2.3%
ABBNY ABB Ltd Sponsored ADR 1.0%
Value ($000) $25,084 Shares 1,063,350 Est. Cost $21.66 Unrealized
GlaxoSmithkline PLC ADR 0.9%
Value ($000) $23,128 Shares 460,986 Est. Cost $49.97 Unrealized
Medtronic Inc 0.9%
Value ($000) $22,758 Shares 427,378 Est. Cost $51.47 Unrealized
ITW Illinois Tool Works 0.9%
Value ($000) $22,717 Shares 297,858 Est. Cost $49.85 Unrealized +9.9%
YUM Yum Brands Inc 0.9%
Value ($000) $22,028 Shares 308,552 Est. Cost $38.97 Unrealized +5.2%
CSCO Cisco Systems Inc 0.9%
Value ($000) $22,027 Shares 940,108 Est. Cost $15.24 Unrealized +11.1%
AMT American Tower Corp 0.8%
Value ($000) $21,147 Shares 285,277 Est. Cost $59.51 Unrealized -8.9%
COP ConocoPhillips 0.8%
Value ($000) $20,860 Shares 300,096 Est. Cost $39.96 Unrealized +11.3%
FXI IShares China Large-Cap ETF 0.8%
Value ($000) $19,690 Shares 531,010 Est. Cost $32.52 Unrealized
Raytheon Co 0.8%
Value ($000) $19,498 Shares 252,987 Est. Cost $66.12 Unrealized
EMC Corp 0.8%
Value ($000) $19,186 Shares 750,606 Est. Cost $23.62 Unrealized
ABT Abbott Laboratories 0.7%
Value ($000) $18,613 Shares 560,795 Est. Cost $28.85 Unrealized -4.0%
Rockwell Collins Inc 0.7%
Value ($000) $18,036 Shares 265,784 Est. Cost $63.41 Unrealized
HAL Halliburton Co 0.7%
Value ($000) $17,461 Shares 362,640 Est. Cost $33.21 Unrealized +12.4%
BRK/A Berkshire Hathaway Inc Cl A 0.7%
Value ($000) $16,701 Shares 98 Est. Cost $165023.42 Unrealized +4.8%
WLY John Wiley & Sons Inc Cl A 0.7%
Value ($000) $16,654 Shares 349,211 Est. Cost $27.09 Unrealized +15.9%
LLY Eli Lilly & Co 0.6%
Value ($000) $16,459 Shares 327,020 Est. Cost $42.21 Unrealized -2.9%
EEM IShares MSCI Emerging Markets 0.6%
Value ($000) $15,841 Shares 388,687 Est. Cost $38.50 Unrealized
HIG Hartford Financial Services Gr 0.6%
Value ($000) $15,819 Shares 508,324 Est. Cost $22.20 Unrealized +8.7%
Kansas City Southern Industrie 0.6%
Value ($000) $15,489 Shares 141,640 Est. Cost $105.96 Unrealized
KMB Kimberly Clark Corp 0.6%
Value ($000) $15,442 Shares 163,898 Est. Cost $63.06 Unrealized -3.1%
Comcast Corp Cl A Special 0.6%
Value ($000) $14,695 Shares 338,997 Est. Cost $39.67 Unrealized
NEM Newmont Mining Corp 0.6%
Value ($000) $14,330 Shares 509,963 Est. Cost $25.28 Unrealized -10.6%
WTM White Mountains Insurance Grou 0.6%
Value ($000) $14,194 Shares 25,007 Est. Cost $583.58 Unrealized -0.5%
BK Bank Of New York Mellon Corp 0.6%
Value ($000) $14,075 Shares 466,211 Est. Cost $21.22 Unrealized +7.3%
Express Scripts Holding Co 0.5%
Value ($000) $13,766 Shares 222,747 Est. Cost $61.74 Unrealized
Varian Medical Systems Inc 0.5%
Value ($000) $13,354 Shares 178,694 Est. Cost $67.45 Unrealized
TJX TJX Cos Inc 0.5%
Value ($000) $13,119 Shares 232,642 Est. Cost $20.82 Unrealized +8.2%
MET Metlife Inc 0.5%
Value ($000) $13,094 Shares 278,896 Est. Cost $24.43 Unrealized +17.9%
UPS United Parcel Service Inc Cl B 0.5%
Value ($000) $13,050 Shares 142,836 Est. Cost $55.38 Unrealized +3.1%
Brookfield Asset Management Cl 0.5%
Value ($000) $12,784 Shares 341,823 Est. Cost $36.02 Unrealized
Laboratory Corp America Holdin 0.5%
Value ($000) $12,463 Shares 125,709 Est. Cost $100.10 Unrealized
IShares Inc MSCI Japan ETF 0.5%
Value ($000) $12,260 Shares 1,028,561 Est. Cost $11.22 Unrealized
Encana Corp 0.5%
Value ($000) $12,169 Shares 702,212 Est. Cost $17.03 Unrealized
LMT Lockheed Martin Corp 0.4%
Value ($000) $11,338 Shares 88,893 Est. Cost $71.65 Unrealized +20.1%
PFE Pfizer Inc 0.4%
Value ($000) $11,291 Shares 393,075 Est. Cost $16.46 Unrealized -0.6%
Denbury Resources Inc 0.4%
Value ($000) $10,926 Shares 593,473 Est. Cost $17.32 Unrealized
MSFT Microsoft Corp 0.4%
Value ($000) $10,659 Shares 320,295 Est. Cost $26.70 Unrealized +1.1%
Vanguard Natural Resources LLC 0.4%
Value ($000) $10,572 Shares 377,829 Est. Cost $27.90 Unrealized
FIS Fidelity National Information 0.4%
Value ($000) $10,409 Shares 224,135 Est. Cost $34.36 Unrealized +6.6%
COST Costco Wholesale Corp 0.4%
Value ($000) $9,491 Shares 82,406 Est. Cost $86.56 Unrealized +5.9%
KO Coca Cola Co 0.4%
Value ($000) $8,944 Shares 236,123 Est. Cost $27.85 Unrealized -3.9%
AAPL Apple Inc 0.3%
Value ($000) $8,828 Shares 18,517 Est. Cost $13.16 Unrealized +8.5%
Celgene Corp 0.3%
Value ($000) $8,323 Shares 53,995 Est. Cost $116.98 Unrealized
PM Philip Morris International In 0.3%
Value ($000) $8,181 Shares 94,482 Est. Cost $49.85 Unrealized -5.0%
MRK Merck & Co Inc 0.3%
Value ($000) $7,964 Shares 167,278 Est. Cost $30.02 Unrealized +3.2%
ALL Allstate Corp 0.3%
Value ($000) $7,919 Shares 156,655 Est. Cost $37.26 Unrealized +3.5%
Air Lease Corp 0.3%
Value ($000) $7,883 Shares 285,000 Est. Cost $27.59 Unrealized
Fidelity National Financial Cl 0.3%
Value ($000) $7,788 Shares 292,765 Est. Cost $23.81 Unrealized
CVE Cenovus Energy Inc 0.3%
Value ($000) $7,763 Shares 260,070 Est. Cost $22.39 Unrealized +0.9%
HD Home Depot Inc 0.3%
Value ($000) $7,608 Shares 100,297 Est. Cost $56.05 Unrealized +3.2%
Legacy Reserves LP 0.3%
Value ($000) $7,527 Shares 278,562 Est. Cost $26.60 Unrealized
BP BP PLC Sponsored ADR 0.3%
Value ($000) $7,484 Shares 178,071 Est. Cost $41.74 Unrealized
NSC Norfolk Southern Corp 0.3%
Value ($000) $7,291 Shares 94,260 Est. Cost $57.67 Unrealized -1.2%
Torchmark Corp 0.3%
Value ($000) $6,946 Shares 96,010 Est. Cost $65.14 Unrealized
SPY SPDR S&P 500 ETF Trust 0.3%
Value ($000) $6,851 Shares 40,778 Est. Cost $160.42 Unrealized
DirectTV Group Inc 0.3%
Value ($000) $6,515 Shares 108,975 Est. Cost $61.24 Unrealized
ADP Automatic Data Processing Inc 0.3%
Value ($000) $6,451 Shares 89,127 Est. Cost $45.09 Unrealized +7.2%
Ascena Retail Group Inc 0.2%
Value ($000) $6,346 Shares 318,410 Est. Cost $17.45 Unrealized
TGT Target Corp 0.2%
Value ($000) $6,222 Shares 97,254 Est. Cost $47.95 Unrealized -1.6%
AMP Ameriprise Financial Inc 0.2%
Value ($000) $6,127 Shares 67,270 Est. Cost $59.57 Unrealized +14.3%
AIG American International Group I 0.2%
Value ($000) $5,893 Shares 121,171 Est. Cost $32.64 Unrealized +10.4%
BAX Baxter International Inc 0.2%
Value ($000) $5,788 Shares 88,104 Est. Cost $30.42 Unrealized +2.1%
MDLZ Mondelez International Inc 0.2%
Value ($000) $5,420 Shares 172,490 Est. Cost $23.16 Unrealized +2.4%
PowerShares Senior Loan Portfo 0.2%
Value ($000) $4,764 Shares 193,050 Est. Cost $24.73 Unrealized
JPM J P Morgan Chase & Co 0.2%
Value ($000) $4,694 Shares 90,815 Est. Cost $36.24 Unrealized +6.3%
E I Du Pont De Nemours & Co 0.2%
Value ($000) $4,513 Shares 77,080 Est. Cost $52.51 Unrealized
NVS Novartis AG Sponsored ADR 0.2%
Value ($000) $4,185 Shares 54,553 Est. Cost $70.72 Unrealized
Shaw Communications Inc Cl B 0.2%
Value ($000) $4,179 Shares 179,839 Est. Cost $24.03 Unrealized
Powershares Financial Preferre 0.2%
Value ($000) $4,133 Shares 241,285 Est. Cost $17.89 Unrealized
Twenty-First Century Fox Inc C 0.2%
Value ($000) $4,085 Shares 121,923 Est. Cost $33.50 Unrealized
BAC Bank Of America Corp 0.2%
Value ($000) $4,027 Shares 291,809 Est. Cost $10.06 Unrealized +11.7%
Noble Corp 0.2%
Value ($000) $4,006 Shares 106,061 Est. Cost $37.58 Unrealized
DVA DaVita Healthcare Partners Inc 0.1%
Value ($000) $3,784 Shares 66,500 Est. Cost $57.55 Unrealized -0.4%
Chicago Bridge & Iron Co NV 0.1%
Value ($000) $3,768 Shares 55,594 Est. Cost $59.67 Unrealized
Nuance Communications Inc 0.1%
Value ($000) $3,695 Shares 197,810 Est. Cost $18.40 Unrealized
CVS CVS Caremark Corp 0.1%
Value ($000) $3,692 Shares 65,060 Est. Cost $41.44 Unrealized +3.2%
GILD Gilead Sciences Inc 0.1%
Value ($000) $3,604 Shares 57,319 Est. Cost $36.21 Unrealized +14.7%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $3,533 Shares 76,337 Est. Cost $28.67 Unrealized +1.9%
Ace Ltd 0.1%
Value ($000) $3,399 Shares 36,331 Est. Cost $89.63 Unrealized
Alleghany Corp 0.1%
Value ($000) $3,354 Shares 8,187 Est. Cost $383.27 Unrealized
INTC Intel Corp 0.1%
Value ($000) $3,249 Shares 141,742 Est. Cost $17.18 Unrealized -1.6%
Anadarko Petroleum Corp 0.1%
Value ($000) $3,172 Shares 34,115 Est. Cost $86.17 Unrealized
Enduro Royalty Trust 0.1%
Value ($000) $3,155 Shares 250,594 Est. Cost $15.83 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $3,121 Shares 75,524 Est. Cost $27.36 Unrealized +10.3%
MO Altria Group Inc 0.1%
Value ($000) $2,969 Shares 86,447 Est. Cost $16.28 Unrealized -0.7%
Seacor Holdings Inc 0.1%
Value ($000) $2,924 Shares 32,326 Est. Cost $83.06 Unrealized
Powershares QQQ Trust 0.1%
Value ($000) $2,846 Shares 36,082 Est. Cost $71.27 Unrealized
PGR Progressive Corp Ohio 0.1%
Value ($000) $2,777 Shares 102,000 Est. Cost $17.04 Unrealized +2.6%
SIEGY Siemens A G Sponsored ADR 0.1%
Value ($000) $2,601 Shares 21,585 Est. Cost $101.31 Unrealized
EME Emcor Group Inc 0.1%
Value ($000) $2,545 Shares 65,059 Est. Cost $36.90 Unrealized +3.6%
KMX Carmax Inc 0.1%
Value ($000) $2,453 Shares 50,600 Est. Cost $45.40 Unrealized +7.7%
Covidien Ltd 0.1%
Value ($000) $2,417 Shares 39,660 Est. Cost $61.40 Unrealized
Kraft Food Group Inc 0.1%
Value ($000) $2,413 Shares 45,980 Est. Cost $55.88 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $2,376 Shares 24,697 Est. Cost $71.80 Unrealized -1.7%
Hospira Inc 0.1%
Value ($000) $2,353 Shares 59,984 Est. Cost $38.31 Unrealized
PFF IShares Preferred Stock ETF 0.1%
Value ($000) $2,218 Shares 58,360 Est. Cost $39.29 Unrealized
USB US Bancorp 0.1%
Value ($000) $2,183 Shares 59,678 Est. Cost $22.41 Unrealized +8.6%
HGTXU Hugoton Royalty Trust 0.1%
Value ($000) $2,161 Shares 289,332 Est. Cost $8.62 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $2,058 Shares 64,666 Est. Cost $24.40 Unrealized -1.7%
T A T & T Inc 0.1%
Value ($000) $2,057 Shares 60,830 Est. Cost $11.40 Unrealized -3.9%
CTRA Cabot Oil & Gas Corp 0.1%
Value ($000) $2,015 Shares 54,000 Est. Cost $25.97 Unrealized +4.3%
DVN Devon Energy Corp 0.1%
Value ($000) $2,014 Shares 34,869 Est. Cost $37.00 Unrealized +3.0%
Powershares Preferred Portfoli 0.1%
Value ($000) $1,993 Shares 145,595 Est. Cost $14.27 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $1,991 Shares 22,745 Est. Cost $56.44 Unrealized +15.0%
IP International Paper Co 0.1%
Value ($000) $1,982 Shares 44,240 Est. Cost $25.91 Unrealized +3.7%
NTRS Northern Trust Corp 0.1%
Value ($000) $1,872 Shares 34,418 Est. Cost $40.35 Unrealized +3.3%
EPD Enterprise Products Partners L 0.1%
Value ($000) $1,842 Shares 30,172 Est. Cost $62.10 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $1,748 Shares 37,460 Est. Cost $27.04 Unrealized -3.4%
Tiffany & Co 0.1%
Value ($000) $1,714 Shares 22,375 Est. Cost $72.85 Unrealized
BRE Properties Inc Cl A 0.1%
Value ($000) $1,689 Shares 33,275 Est. Cost $50.01 Unrealized
AMZN Amazon.Com Inc 0.1%
Value ($000) $1,661 Shares 5,313 Est. Cost $13.32 Unrealized +11.9%
LQD IShares IBoxx Investment Grade 0.1%
Value ($000) $1,607 Shares 14,155 Est. Cost $113.68 Unrealized
BF/B Brown Forman Corp Cl B 0.1%
Value ($000) $1,594 Shares 23,400 Est. Cost $22.68 Unrealized +0.6%
AMAT Applied Materials Inc 0.1%
Value ($000) $1,532 Shares 87,342 Est. Cost $12.22 Unrealized +10.8%
BA Boeing Co 0.1%
Value ($000) $1,521 Shares 12,948 Est. Cost $82.59 Unrealized +10.9%
Linn Energy LLC 0.1%
Value ($000) $1,502 Shares 57,950 Est. Cost $33.18 Unrealized
AGG IShares Core Total U S Bond Ma 0.1%
Value ($000) $1,497 Shares 13,960 Est. Cost $107.23 Unrealized
Waddell & Reed Financial Inc C 0.1%
Value ($000) $1,460 Shares 28,349 Est. Cost $43.49 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,439 Shares 14,391 Est. Cost $78.11 Unrealized +3.2%
National Oilwell Varco Inc 0.1%
Value ($000) $1,291 Shares 16,525 Est. Cost $68.92 Unrealized
Newfield Exploration Co 0.0%
Value ($000) $1,171 Shares 42,782 Est. Cost $23.88 Unrealized
HSBC HSBC Holdings PLC ADS 0.0%
Value ($000) $1,064 Shares 19,622 Est. Cost $52.82 Unrealized
META Facebook Inc Cl A 0.0%
Value ($000) $1,042 Shares 20,735 Est. Cost $31.02 Unrealized +19.1%
L Loews Corp 0.0%
Value ($000) $1,021 Shares 21,850 Est. Cost $42.08 Unrealized +2.8%
ELME Washington Real Estate Investm 0.0%
Value ($000) $998 Shares 39,481 Est. Cost $26.90 Unrealized
General American Investors Inc 0.0%
Value ($000) $962 Shares 28,187 Est. Cost $31.93 Unrealized
WLYB John Wiley & Sons Inc Cl B 0.0%
Value ($000) $955 Shares 20,000 Est. Cost $38.96 Unrealized +14.7%
McGraw Hill Financial Inc 0.0%
Value ($000) $948 Shares 14,460 Est. Cost $53.17 Unrealized
Blackrock MuniHoldings New Yor 0.0%
Value ($000) $940 Shares 73,000 Est. Cost $13.99 Unrealized
XLE Energy Sector SPDR 0.0%
Value ($000) $916 Shares 11,052 Est. Cost $82.88 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $913 Shares 11,868 Est. Cost $24.37 Unrealized +16.0%
PAYX Paychex Inc 0.0%
Value ($000) $894 Shares 22,000 Est. Cost $25.02 Unrealized +8.0%
Kinder Morgan Mgmt LLC 0.0%
Value ($000) $880 Shares 11,735 Est. Cost $83.58 Unrealized
Era Group Inc 0.0%
Value ($000) $879 Shares 32,326 Est. Cost $26.14 Unrealized
D Dominion Resources Inc 0.0%
Value ($000) $852 Shares 13,644 Est. Cost $34.53 Unrealized +2.3%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $848 Shares 11,472 Est. Cost $19.98 Unrealized -1.0%
Pall Corp 0.0%
Value ($000) $836 Shares 10,854 Est. Cost $66.43 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $801 Shares 9,600 Est. Cost $61.55 Unrealized +0.1%
Blackrock Muniyield New York Q 0.0%
Value ($000) $799 Shares 64,500 Est. Cost $13.58 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $788 Shares 14,297 Est. Cost $37.50 Unrealized -3.0%
BlackRock Inc 0.0%
Value ($000) $785 Shares 2,900 Est. Cost $256.75 Unrealized
BTE Baytex Energy Corp 0.0%
Value ($000) $784 Shares 19,000 Est. Cost $31.51 Unrealized +6.6%
NEE NextEra Energy Inc 0.0%
Value ($000) $760 Shares 9,482 Est. Cost $14.15 Unrealized +4.9%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $739 Shares 7,900 Est. Cost $57.83 Unrealized +2.4%
Empire Bancorp Inc 0.0%
Value ($000) $725 Shares 100,000 Est. Cost $7.25 Unrealized
PSX Phillips 66 0.0%
Value ($000) $723 Shares 12,497 Est. Cost $40.44 Unrealized -7.3%
QEP Resources Inc 0.0%
Value ($000) $720 Shares 25,994 Est. Cost $27.76 Unrealized
Amerigas Partners L P 0.0%
Value ($000) $715 Shares 16,600 Est. Cost $49.44 Unrealized
TFX Teleflex Inc 0.0%
Value ($000) $712 Shares 8,650 Est. Cost $72.98 Unrealized -1.6%
Marathon Oil Corp 0.0%
Value ($000) $710 Shares 20,350 Est. Cost $34.59 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $699 Shares 10,473 Est. Cost $41.83 Unrealized -2.4%
Chubb Corp 0.0%
Value ($000) $695 Shares 7,784 Est. Cost $84.61 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $668 Shares 18,375 Est. Cost $18.03 Unrealized -1.7%
Reed Elsevier NV Sponsored ADR 0.0%
Value ($000) $657 Shares 16,386 Est. Cost $33.14 Unrealized
VLY Valley National Bancorp 0.0%
Value ($000) $649 Shares 65,189 Est. Cost $9.34 Unrealized +8.2%
PAA Plains All American Pipeline L 0.0%
Value ($000) $644 Shares 12,225 Est. Cost $55.22 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $643 Shares 12,800 Est. Cost $8.84 Unrealized -2.8%
VNO Vornado Realty Trust 0.0%
Value ($000) $611 Shares 7,269 Est. Cost $82.82 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $606 Shares 6,000 Est. Cost $21.93 Unrealized +10.3%
EFA IShares Trust MSCI EAFE ETF 0.0%
Value ($000) $605 Shares 9,480 Est. Cost $57.28 Unrealized
Questar Corp 0.0%
Value ($000) $603 Shares 26,794 Est. Cost $23.86 Unrealized
UDR UDR Inc 0.0%
Value ($000) $602 Shares 25,396 Est. Cost $15.84 Unrealized -0.9%
Kinder Morgan Energy Partners 0.0%
Value ($000) $601 Shares 7,524 Est. Cost $85.36 Unrealized
Walgreen Co 0.0%
Value ($000) $600 Shares 11,150 Est. Cost $44.22 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $573 Shares 33,150 Est. Cost $5.31 Unrealized +1.0%
Aqua America Inc 0.0%
Value ($000) $570 Shares 23,041 Est. Cost $29.99 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $551 Shares 14,125 Est. Cost $34.44 Unrealized +7.0%
Boardwalk Pipeline Partners LP 0.0%
Value ($000) $542 Shares 17,855 Est. Cost $30.21 Unrealized
Energy Transfer Equity LP 0.0%
Value ($000) $539 Shares 8,200 Est. Cost $59.88 Unrealized
KIM Kimco Realty Corp 0.0%
Value ($000) $537 Shares 26,600 Est. Cost $12.61 Unrealized -5.9%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $522 Shares 7,090 Est. Cost $63.16 Unrealized -5.8%
Crosstex Energy Inc 0.0%
Value ($000) $512 Shares 24,500 Est. Cost $19.76 Unrealized
Harris Corp 0.0%
Value ($000) $509 Shares 8,590 Est. Cost $53.15 Unrealized
C Citigroup Inc 0.0%
Value ($000) $499 Shares 10,278 Est. Cost $35.76 Unrealized +5.2%
STT State Street Corp 0.0%
Value ($000) $497 Shares 7,562 Est. Cost $44.60 Unrealized +10.4%
First Trust Senior Loan ETF 0.0%
Value ($000) $493 Shares 10,000 Est. Cost $49.30 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $491 Shares 14,802 Est. Cost $27.47 Unrealized -1.5%
SPDR Blackstone/GSO Senior Loa 0.0%
Value ($000) $488 Shares 9,800 Est. Cost $49.80 Unrealized
Liberty Media Corp 0.0%
Value ($000) $471 Shares 3,201 Est. Cost $126.84 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $470 Shares 7,300 Est. Cost $27.55 Unrealized -11.5%
Ferrellgas Partners LP 0.0%
Value ($000) $468 Shares 21,000 Est. Cost $21.64 Unrealized
NVO Novo Nordisk AS Sponsored ADR 0.0%
Value ($000) $465 Shares 2,748 Est. Cost $154.97 Unrealized
JPMorgan Alerian MLP Index 0.0%
Value ($000) $465 Shares 10,415 Est. Cost $46.63 Unrealized
Plum Creek Timber Co Inc 0.0%
Value ($000) $448 Shares 9,573 Est. Cost $46.69 Unrealized
Currencyshares British Pound S 0.0%
Value ($000) $447 Shares 2,800 Est. Cost $150.00 Unrealized
WPP WPP Group PLC Spon ADR 0.0%
Value ($000) $446 Shares 4,334 Est. Cost $85.37 Unrealized
Whole Foods Market Inc 0.0%
Value ($000) $445 Shares 7,600 Est. Cost $51.50 Unrealized
Dentsply International Inc 0.0%
Value ($000) $430 Shares 9,898 Est. Cost $40.92 Unrealized
LOW Lowes Cos Inc 0.0%
Value ($000) $423 Shares 8,880 Est. Cost $32.16 Unrealized +13.2%
Apache Corp 0.0%
Value ($000) $416 Shares 4,886 Est. Cost $83.81 Unrealized
Baker Hughes Inc 0.0%
Value ($000) $412 Shares 8,385 Est. Cost $46.03 Unrealized
El Paso Pipeline Partners LP 0.0%
Value ($000) $410 Shares 9,700 Est. Cost $43.69 Unrealized
Janus Capital Group Inc 0.0%
Value ($000) $408 Shares 48,000 Est. Cost $8.51 Unrealized
Time Warner Inc 0.0%
Value ($000) $401 Shares 6,098 Est. Cost $57.76 Unrealized
Market Vectors Semiconductor E 0.0%
Value ($000) $401 Shares 10,050 Est. Cost $37.71 Unrealized
RY Royal Bank Of Canada 0.0%
Value ($000) $397 Shares 6,185 Est. Cost $59.71 Unrealized +4.0%
Pennsylvania Real Estate Inves 0.0%
Value ($000) $396 Shares 21,200 Est. Cost $18.87 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $396 Shares 3,542 Est. Cost $73.34 Unrealized +5.0%
St. Jude Medical Inc 0.0%
Value ($000) $394 Shares 7,340 Est. Cost $47.87 Unrealized
Oneok Partners LP 0.0%
Value ($000) $392 Shares 7,400 Est. Cost $49.52 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $390 Shares 3,953 Est. Cost $73.48 Unrealized +10.5%
China Mobile Ltd 0.0%
Value ($000) $387 Shares 6,860 Est. Cost $52.90 Unrealized
Western Asset High Yield Defin 0.0%
Value ($000) $376 Shares 21,075 Est. Cost $17.68 Unrealized
EPI WisdomTree India Earnings Fund 0.0%
Value ($000) $376 Shares 24,525 Est. Cost $16.20 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $375 Shares 8,954 Est. Cost $44.76 Unrealized -4.4%
SKT Tanger Factory Outlet Centers 0.0%
Value ($000) $366 Shares 11,200 Est. Cost $33.48 Unrealized
BHP BHP Billiton Ltd Sponsored ADR 0.0%
Value ($000) $366 Shares 5,506 Est. Cost $57.72 Unrealized
HSY Hershey Foods Corp 0.0%
Value ($000) $361 Shares 3,904 Est. Cost $65.69 Unrealized +6.1%
Aveo Pharmaceuticals 0.0%
Value ($000) $361 Shares 175,050 Est. Cost $2.50 Unrealized
Mastercard Inc Class A 0.0%
Value ($000) $348 Shares 517 Est. Cost $673.11 Unrealized
CWI SPDR MSCI All Country World Ex 0.0%
Value ($000) $345 Shares 10,086 Est. Cost $31.21 Unrealized
RS Reliance Steel & Aluminum Co 0.0%
Value ($000) $344 Shares 4,700 Est. Cost $66.93 Unrealized +4.3%
Hewlett Packard Co 0.0%
Value ($000) $342 Shares 16,313 Est. Cost $24.80 Unrealized
Powershares Emerging Markets S 0.0%
Value ($000) $334 Shares 12,200 Est. Cost $27.32 Unrealized
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $333 Shares 4,050 Est. Cost $67.30 Unrealized +5.6%
Allergan Inc 0.0%
Value ($000) $330 Shares 3,644 Est. Cost $84.23 Unrealized
CSX CSX Corp 0.0%
Value ($000) $324 Shares 12,600 Est. Cost $6.66 Unrealized +3.0%
PPL PPL Corp 0.0%
Value ($000) $324 Shares 10,680 Est. Cost $16.36 Unrealized +0.5%
Weatherford International Ltd 0.0%
Value ($000) $321 Shares 20,908 Est. Cost $14.35 Unrealized
Dow Chemical Co 0.0%
Value ($000) $320 Shares 8,332 Est. Cost $32.13 Unrealized
Coach Inc 0.0%
Value ($000) $317 Shares 5,813 Est. Cost $57.11 Unrealized
ILF IShares Latin America 40 ETF 0.0%
Value ($000) $314 Shares 8,198 Est. Cost $36.75 Unrealized
SO Southern Co 0.0%
Value ($000) $313 Shares 7,596 Est. Cost $26.74 Unrealized -5.3%
Praxair Inc 0.0%
Value ($000) $305 Shares 2,538 Est. Cost $115.05 Unrealized
Highland/iBoxx Senior Loan ETF 0.0%
Value ($000) $299 Shares 15,000 Est. Cost $19.93 Unrealized
HollyFrontier Corp 0.0%
Value ($000) $295 Shares 7,000 Est. Cost $42.14 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $291 Shares 4,200 Est. Cost $25.01 Unrealized +9.6%
Maiden Holdings Ltd 0.0%
Value ($000) $286 Shares 24,200 Est. Cost $11.24 Unrealized
Lexicon Genetics Inc 0.0%
Value ($000) $286 Shares 120,000 Est. Cost $2.17 Unrealized
Buckeye Partners L P 0.0%
Value ($000) $275 Shares 4,200 Est. Cost $70.20 Unrealized
CFR Cullen Frost Bankers Inc 0.0%
Value ($000) $275 Shares 3,900 Est. Cost $43.57 Unrealized +13.8%
GWW W W Grainger Inc 0.0%
Value ($000) $275 Shares 1,050 Est. Cost $201.89 Unrealized +5.4%
AEP American Electric Power Inc 0.0%
Value ($000) $273 Shares 6,304 Est. Cost $30.44 Unrealized -6.4%
TEVA Teva Pharmaceutical Industries 0.0%
Value ($000) $272 Shares 7,200 Est. Cost $39.20 Unrealized
DVY IShares Dow Jones Select Divid 0.0%
Value ($000) $272 Shares 4,100 Est. Cost $64.21 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $271 Shares 4,855 Est. Cost $19.96 Unrealized 0.0%
VWO Vanguard Emerging Market Viper 0.0%
Value ($000) $269 Shares 6,712 Est. Cost $40.08 Unrealized
PartnerRe Ltd 0.0%
Value ($000) $265 Shares 2,900 Est. Cost $90.69 Unrealized
Bed Bath & Beyond Inc 0.0%
Value ($000) $265 Shares 3,425 Est. Cost $71.38 Unrealized
HMC Honda Motor ADR 0.0%
Value ($000) $265 Shares 6,945 Est. Cost $37.22 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $263 Shares 7,000 Est. Cost $26.02 Unrealized 0.0%
HP Helmerich & Payne Inc 0.0%
Value ($000) $255 Shares 3,700 Est. Cost $61.57 Unrealized +7.2%
SPX Corp 0.0%
Value ($000) $252 Shares 2,980 Est. Cost $71.91 Unrealized
Signature Bank 0.0%
Value ($000) $249 Shares 2,725 Est. Cost $82.94 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $247 Shares 4,000 Est. Cost $46.22 Unrealized +1.0%
XLF Financial Sector SPDR 0.0%
Value ($000) $247 Shares 12,390 Est. Cost $19.45 Unrealized
MUR Murphy Oil Corp 0.0%
Value ($000) $241 Shares 4,000 Est. Cost $34.50 Unrealized +9.4%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $241 Shares 2,261 Est. Cost $61.55 Unrealized +13.9%
Brookfield Property Partners L 0.0%
Value ($000) $239 Shares 12,330 Est. Cost $20.28 Unrealized
IWF IShares Russell 1000 Growth ET 0.0%
Value ($000) $233 Shares 2,975 Est. Cost $72.61 Unrealized
Aon UK Cl A 0.0%
Value ($000) $231 Shares 3,100 Est. Cost $74.52 Unrealized
Medical Properties Trust Inc 0.0%
Value ($000) $231 Shares 19,000 Est. Cost $14.32 Unrealized
Market Vectors Pharmaceuticals 0.0%
Value ($000) $230 Shares 4,800 Est. Cost $45.42 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $229 Shares 2,697 Est. Cost $63.44 Unrealized -1.0%
GXC SPDR S&P China Index ETF 0.0%
Value ($000) $227 Shares 3,066 Est. Cost $64.10 Unrealized
NWSA News Corp New Cl A 0.0%
Value ($000) $227 Shares 14,160 Est. Cost $14.03 Unrealized 0.0%
Owens-Illinois Inc 0.0%
Value ($000) $221 Shares 7,350 Est. Cost $30.07 Unrealized
GLW Corning Inc 0.0%
Value ($000) $219 Shares 15,006 Est. Cost $10.49 Unrealized +2.5%
PCG P G & E Corp 0.0%
Value ($000) $218 Shares 5,338 Est. Cost $38.88 Unrealized -4.9%
Family Dollar Stores Inc 0.0%
Value ($000) $209 Shares 2,900 Est. Cost $72.07 Unrealized
Western Asset Mortgage Capital 0.0%
Value ($000) $208 Shares 13,000 Est. Cost $17.48 Unrealized
Cimarex Energy Co 0.0%
Value ($000) $206 Shares 2,137 Est. Cost $96.40 Unrealized
CBT Cabot Corp 0.0%
Value ($000) $205 Shares 4,800 Est. Cost $30.22 Unrealized 0.0%
CRS Carpenter Technology 0.0%
Value ($000) $204 Shares 3,505 Est. Cost $43.09 Unrealized 0.0%
Xerox Corp 0.0%
Value ($000) $204 Shares 19,800 Est. Cost $9.09 Unrealized
National Grid PLC Sponsored AD 0.0%
Value ($000) $201 Shares 3,400 Est. Cost $59.12 Unrealized
AME Ametek Inc 0.0%
Value ($000) $200 Shares 4,353 Est. Cost $41.48 Unrealized 0.0%
Keyw Holding Corp 0.0%
Value ($000) $191 Shares 14,215 Est. Cost $13.23 Unrealized
OneBeacon Insurance Group Ltd 0.0%
Value ($000) $190 Shares 12,900 Est. Cost $14.49 Unrealized
FRME First Merchants Corp 0.0%
Value ($000) $173 Shares 10,006 Est. Cost $11.60 Unrealized +11.7%
McDermott International Inc 0.0%
Value ($000) $171 Shares 23,000 Est. Cost $7.43 Unrealized
GrafTech International Ltd 0.0%
Value ($000) $156 Shares 18,500 Est. Cost $7.80 Unrealized
MCS Marcus Corp 0.0%
Value ($000) $147 Shares 10,100 Est. Cost $12.79 Unrealized +2.5%
EXEL Exelixis Inc 0.0%
Value ($000) $94 Shares 16,133 Est. Cost $4.74 Unrealized +9.2%
Millennial Media Inc 0.0%
Value ($000) $92 Shares 13,075 Est. Cost $8.63 Unrealized
ING Prime Rate Trust 0.0%
Value ($000) $62 Shares 10,300 Est. Cost $6.41 Unrealized
Zynga Inc 0.0%
Value ($000) $41 Shares 11,050 Est. Cost $2.81 Unrealized
Stellar Biotechnologies Inc 0.0%
Value ($000) $21 Shares 15,000 Est. Cost $1.40 Unrealized
First Marblehead Corp 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $1.20 Unrealized
Ethos Gold Corp 0.0%
Value ($000) $3 Shares 20,000 Est. Cost $0.15 Unrealized
Explor Resources Inc 0.0%
Value ($000) $2 Shares 65,000 Est. Cost $0.03 Unrealized
Sonora Resources Corp 0.0%
Value ($000) $1 Shares 25,000 Est. Cost $0.04 Unrealized
Platmin Ltd 0.0%
Value ($000) $0 Shares 200,000 Est. Cost Unrealized