KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 24, 2014

Total Value ($000): $2,352,507 (100.0% shares, 0.0% debt)

Holdings (251)

DIS Disney Walt Co 8.2%
Value ($000) $193,308 Shares 2,254,577 Est. Cost $56.11 Unrealized +30.9%
BRK/B Berkshire Hathaway Inc Cl B 5.3%
Value ($000) $124,280 Shares 981,992 Est. Cost $110.02 Unrealized +15.0%
FCX Freeport-McMoran Inc 5.2%
Value ($000) $122,467 Shares 3,355,247 Est. Cost $24.47 Unrealized +20.8%
PEP Pepsico Inc 5.2%
Value ($000) $122,195 Shares 1,367,748 Est. Cost $56.00 Unrealized +8.8%
JNJ Johnson & Johnson Co 3.6%
Value ($000) $85,703 Shares 819,181 Est. Cost $59.66 Unrealized +22.6%
AXP American Express Co 3.5%
Value ($000) $81,262 Shares 856,558 Est. Cost $59.62 Unrealized +28.1%
Hess Corp 2.8%
Value ($000) $65,679 Shares 664,157 Est. Cost $69.68 Unrealized
Royal Dutch Shell PLC Cl A Spo 2.6%
Value ($000) $60,033 Shares 728,820 Est. Cost $63.80 Unrealized
UNP Union Pacific Corp 2.5%
Value ($000) $59,033 Shares 591,816 Est. Cost $65.86 Unrealized +13.5%
General Electric Co 2.2%
Value ($000) $51,209 Shares 1,948,566 Est. Cost $23.19 Unrealized
PG Procter & Gamble Co 2.1%
Value ($000) $49,217 Shares 626,244 Est. Cost $55.00 Unrealized +6.0%
SLB Schlumberger Ltd 2.0%
Value ($000) $47,627 Shares 403,795 Est. Cost $52.90 Unrealized +41.5%
MMM 3M CO 1.8%
Value ($000) $41,558 Shares 290,132 Est. Cost $61.26 Unrealized +32.3%
CL Colgate Palmolive Co 1.6%
Value ($000) $38,202 Shares 560,320 Est. Cost $44.38 Unrealized +15.4%
United Technologies Corp 1.6%
Value ($000) $36,634 Shares 317,313 Est. Cost $92.94 Unrealized
HON Honeywell International Inc 1.5%
Value ($000) $35,168 Shares 378,355 Est. Cost $53.13 Unrealized +23.7%
CVX Chevron Corp 1.4%
Value ($000) $33,712 Shares 258,231 Est. Cost $71.30 Unrealized +6.5%
IBM International Business Machine 1.4%
Value ($000) $33,683 Shares 185,818 Est. Cost $118.94 Unrealized -5.6%
QCOM Qualcomm Inc 1.3%
Value ($000) $31,150 Shares 393,301 Est. Cost $45.32 Unrealized +26.4%
EMR Emerson Electric Co 1.2%
Value ($000) $28,758 Shares 433,363 Est. Cost $40.02 Unrealized +22.8%
CMCSA Comcast Corp Cl A 1.2%
Value ($000) $27,354 Shares 509,567 Est. Cost $15.70 Unrealized +26.0%
AMT American Tower Corp 1.2%
Value ($000) $27,115 Shares 301,347 Est. Cost $59.46 Unrealized +10.5%
Medtronic Inc 1.1%
Value ($000) $26,454 Shares 414,891 Est. Cost $52.14 Unrealized
FDX Fedex Corp 1.1%
Value ($000) $26,112 Shares 172,489 Est. Cost $81.95 Unrealized +44.6%
CSCO Cisco Systems Inc 1.1%
Value ($000) $25,953 Shares 1,044,361 Est. Cost $15.24 Unrealized +9.2%
AIG American International Group I 1.1%
Value ($000) $25,036 Shares 458,689 Est. Cost $36.49 Unrealized +10.7%
GlaxoSmithkline PLC ADR 1.1%
Value ($000) $24,804 Shares 463,814 Est. Cost $50.00 Unrealized
HAL Halliburton Co 1.1%
Value ($000) $24,782 Shares 348,995 Est. Cost $33.21 Unrealized +55.0%
Anadarko Petroleum Corp 1.0%
Value ($000) $24,498 Shares 223,789 Est. Cost $81.30 Unrealized
ABBNY ABB Ltd Sponsored ADR 1.0%
Value ($000) $24,074 Shares 1,045,770 Est. Cost $21.85 Unrealized
ABBV Abbvie Inc 1.0%
Value ($000) $23,852 Shares 422,608 Est. Cost $27.74 Unrealized +18.9%
COP ConocoPhillips 1.0%
Value ($000) $23,457 Shares 273,608 Est. Cost $39.96 Unrealized +33.5%
Raytheon Co 1.0%
Value ($000) $22,999 Shares 249,319 Est. Cost $66.12 Unrealized
YUM Yum Brands Inc 1.0%
Value ($000) $22,949 Shares 282,622 Est. Cost $38.97 Unrealized +14.6%
DE Deere & Co 0.9%
Value ($000) $21,983 Shares 242,774 Est. Cost $66.25 Unrealized +11.9%
EMC Corp 0.9%
Value ($000) $21,274 Shares 807,664 Est. Cost $23.79 Unrealized
ITW Illinois Tool Works 0.9%
Value ($000) $20,852 Shares 238,137 Est. Cost $49.85 Unrealized +31.3%
HIG Hartford Financial Services Gr 0.9%
Value ($000) $20,328 Shares 567,644 Est. Cost $22.65 Unrealized +21.7%
Rockwell Collins Inc 0.8%
Value ($000) $19,749 Shares 252,739 Est. Cost $63.53 Unrealized
LLY Eli Lilly & Co 0.8%
Value ($000) $19,655 Shares 316,141 Est. Cost $42.21 Unrealized +13.8%
SAP SAP SE ADR 0.8%
Value ($000) $18,656 Shares 242,286 Est. Cost $81.31 Unrealized
FXI IShares China Large-Cap ETF 0.8%
Value ($000) $18,297 Shares 493,988 Est. Cost $32.52 Unrealized
Google Inc Cl C 0.8%
Value ($000) $18,114 Shares 31,486 Est. Cost $575.30 Unrealized
XOM Exxon Mobil Corp 0.8%
Value ($000) $17,932 Shares 178,101 Est. Cost $53.69 Unrealized +15.2%
Google Inc Cl A 0.8%
Value ($000) $17,719 Shares 30,307 Est. Cost $880.38 Unrealized
Comcast Corp Cl A Special 0.7%
Value ($000) $17,556 Shares 329,197 Est. Cost $39.67 Unrealized
Time Warner Inc 0.7%
Value ($000) $17,376 Shares 247,336 Est. Cost $70.25 Unrealized
EEM IShares MSCI Emerging Markets 0.7%
Value ($000) $16,675 Shares 385,732 Est. Cost $38.60 Unrealized
MET Metlife Inc 0.7%
Value ($000) $15,805 Shares 284,465 Est. Cost $24.63 Unrealized +29.3%
Kansas City Southern Industrie 0.6%
Value ($000) $15,226 Shares 141,621 Est. Cost $105.96 Unrealized
UPS United Parcel Service Inc Cl B 0.6%
Value ($000) $14,474 Shares 140,985 Est. Cost $55.38 Unrealized +20.2%
IShares Inc MSCI Japan ETF 0.5%
Value ($000) $12,226 Shares 1,015,462 Est. Cost $11.24 Unrealized
NEM Newmont Mining Corp 0.5%
Value ($000) $10,776 Shares 423,600 Est. Cost $23.48 Unrealized -20.1%
NSC Norfolk Southern Corp 0.4%
Value ($000) $9,184 Shares 89,135 Est. Cost $57.67 Unrealized +31.8%
Encana Corp 0.4%
Value ($000) $9,088 Shares 383,330 Est. Cost $17.39 Unrealized
AMP Ameriprise Financial Inc 0.3%
Value ($000) $8,072 Shares 67,270 Est. Cost $59.57 Unrealized +47.0%
Torchmark Corp 0.3%
Value ($000) $7,865 Shares 96,010 Est. Cost $65.14 Unrealized
PM Philip Morris International In 0.3%
Value ($000) $7,838 Shares 92,962 Est. Cost $49.82 Unrealized -3.2%
SPY SPDR S&P 500 ETF Trust 0.3%
Value ($000) $7,664 Shares 39,155 Est. Cost $160.72 Unrealized
AAPL Apple Inc 0.3%
Value ($000) $7,386 Shares 79,476 Est. Cost $17.86 Unrealized +4.5%
ALL Allstate Corp 0.3%
Value ($000) $7,381 Shares 125,709 Est. Cost $37.26 Unrealized +20.4%
PFE Pfizer Inc 0.3%
Value ($000) $7,089 Shares 238,852 Est. Cost $16.46 Unrealized +6.6%
BK Bank Of New York Mellon Corp 0.3%
Value ($000) $6,915 Shares 184,490 Est. Cost $21.22 Unrealized +22.9%
MSFT Microsoft Corp 0.3%
Value ($000) $6,692 Shares 160,494 Est. Cost $26.70 Unrealized +27.2%
VZ Verizon Communications 0.3%
Value ($000) $6,124 Shares 125,168 Est. Cost $26.60 Unrealized +0.8%
E I Du Pont De Nemours & Co 0.3%
Value ($000) $5,996 Shares 91,624 Est. Cost $55.11 Unrealized
China Mobile Ltd 0.2%
Value ($000) $5,746 Shares 118,219 Est. Cost $50.83 Unrealized
BP BP PLC Sponsored ADR 0.2%
Value ($000) $5,582 Shares 105,816 Est. Cost $41.74 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $5,295 Shares 32,942 Est. Cost $71.65 Unrealized +65.1%
JPM J P Morgan Chase & Co 0.2%
Value ($000) $5,155 Shares 89,470 Est. Cost $36.33 Unrealized +13.4%
PowerShares Senior Loan Portfo 0.2%
Value ($000) $5,034 Shares 202,425 Est. Cost $24.74 Unrealized
BAX Baxter International Inc 0.2%
Value ($000) $4,709 Shares 65,134 Est. Cost $30.42 Unrealized +7.5%
CVS CVS Caremark Corp 0.2%
Value ($000) $4,435 Shares 58,850 Est. Cost $41.44 Unrealized +32.5%
BAC Bank Of America Corp 0.2%
Value ($000) $4,359 Shares 283,616 Est. Cost $10.07 Unrealized +21.5%
GILD Gilead Sciences Inc 0.2%
Value ($000) $4,221 Shares 50,906 Est. Cost $36.21 Unrealized +49.3%
KO Coca Cola Co 0.2%
Value ($000) $4,197 Shares 99,091 Est. Cost $27.85 Unrealized +0.9%
Powershares Financial Preferre 0.2%
Value ($000) $4,052 Shares 222,650 Est. Cost $17.90 Unrealized
TGT Target Corp 0.2%
Value ($000) $3,911 Shares 67,495 Est. Cost $44.82 Unrealized -7.1%
McDermott International Inc 0.2%
Value ($000) $3,901 Shares 482,135 Est. Cost $8.71 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $3,793 Shares 32,041 Est. Cost $82.36 Unrealized +1.2%
MO Altria Group Inc 0.2%
Value ($000) $3,635 Shares 86,682 Est. Cost $16.32 Unrealized +17.6%
BRK/A Berkshire Hathaway Inc Cl A 0.2%
Value ($000) $3,609 Shares 19 Est. Cost $165023.42 Unrealized +15.0%
Ace Ltd 0.2%
Value ($000) $3,556 Shares 34,291 Est. Cost $89.63 Unrealized
MDLZ Mondelez International Inc 0.1%
Value ($000) $3,450 Shares 91,724 Est. Cost $23.16 Unrealized +22.2%
WFC Wells Fargo & Co 0.1%
Value ($000) $3,418 Shares 65,024 Est. Cost $27.36 Unrealized +32.7%
Powershares QQQ Trust 0.1%
Value ($000) $3,405 Shares 36,257 Est. Cost $71.79 Unrealized
HSBC HSBC Holdings PLC ADS 0.1%
Value ($000) $3,397 Shares 66,887 Est. Cost $54.22 Unrealized
VOD Vodafone Group Inc 0.1%
Value ($000) $3,370 Shares 100,933 Est. Cost $33.39 Unrealized
FIS Fidelity National Information 0.1%
Value ($000) $3,126 Shares 57,099 Est. Cost $34.36 Unrealized +27.9%
WLY John Wiley & Sons Inc Cl A 0.1%
Value ($000) $2,981 Shares 49,199 Est. Cost $27.09 Unrealized +49.4%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $2,922 Shares 60,232 Est. Cost $29.43 Unrealized +13.8%
COST Costco Wholesale Corp 0.1%
Value ($000) $2,841 Shares 24,671 Est. Cost $86.56 Unrealized +6.1%
ABT Abbott Laboratories 0.1%
Value ($000) $2,821 Shares 68,971 Est. Cost $28.85 Unrealized +9.2%
MRK Merck & Co Inc 0.1%
Value ($000) $2,816 Shares 48,681 Est. Cost $30.02 Unrealized +26.5%
SPG Simon Property Group Inc 0.1%
Value ($000) $2,675 Shares 16,090 Est. Cost $93.21 Unrealized 0.0%
IP International Paper Co 0.1%
Value ($000) $2,665 Shares 52,790 Est. Cost $26.13 Unrealized +3.5%
Seacor Holdings Inc 0.1%
Value ($000) $2,659 Shares 32,326 Est. Cost $83.06 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $2,643 Shares 33,565 Est. Cost $30.44 Unrealized +2.1%
PGR Progressive Corp Ohio 0.1%
Value ($000) $2,587 Shares 102,000 Est. Cost $17.04 Unrealized +4.3%
SIEGY Siemens A G Sponsored ADR 0.1%
Value ($000) $2,570 Shares 19,445 Est. Cost $107.99 Unrealized
EME Emcor Group Inc 0.1%
Value ($000) $2,524 Shares 56,674 Est. Cost $36.90 Unrealized +16.6%
NVS Novartis AG Sponsored ADR 0.1%
Value ($000) $2,413 Shares 26,655 Est. Cost $70.72 Unrealized
TJX TJX Cos Inc 0.1%
Value ($000) $2,385 Shares 44,882 Est. Cost $20.82 Unrealized +16.9%
FNF Fidelity National Financial Cl 0.1%
Value ($000) $2,328 Shares 71,050 Est. Cost $12.25 Unrealized 0.0%
Powershares Preferred Portfoli 0.1%
Value ($000) $2,253 Shares 153,990 Est. Cost $14.31 Unrealized
PFF IShares Preferred Stock ETF 0.1%
Value ($000) $2,245 Shares 56,255 Est. Cost $39.34 Unrealized
INTC Intel Corp 0.1%
Value ($000) $2,236 Shares 72,353 Est. Cost $17.18 Unrealized +20.4%
Laboratory Corp America Holdin 0.1%
Value ($000) $2,184 Shares 21,330 Est. Cost $100.10 Unrealized
Brookfield Asset Management Cl 0.1%
Value ($000) $2,180 Shares 49,530 Est. Cost $36.02 Unrealized
CVE Cenovus Energy Inc 0.1%
Value ($000) $2,169 Shares 67,000 Est. Cost $22.39 Unrealized +4.1%
Express Scripts Holding Co 0.1%
Value ($000) $2,100 Shares 30,290 Est. Cost $61.74 Unrealized
Twenty-First Century Fox Inc C 0.1%
Value ($000) $2,061 Shares 58,658 Est. Cost $33.75 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $1,868 Shares 23,077 Est. Cost $56.05 Unrealized +7.2%
Waddell & Reed Financial Inc C 0.1%
Value ($000) $1,775 Shares 28,349 Est. Cost $43.49 Unrealized
Varian Medical Systems Inc 0.1%
Value ($000) $1,764 Shares 21,220 Est. Cost $67.45 Unrealized
LQD IShares IBoxx Investment Grade 0.1%
Value ($000) $1,712 Shares 14,355 Est. Cost $113.68 Unrealized
T A T & T Inc 0.1%
Value ($000) $1,654 Shares 46,784 Est. Cost $11.46 Unrealized +2.8%
ESS Essex Property Trust Inc 0.1%
Value ($000) $1,648 Shares 8,910 Est. Cost $121.84 Unrealized 0.0%
Legacy Reserves LP 0.1%
Value ($000) $1,547 Shares 49,532 Est. Cost $26.60 Unrealized
AGG IShares Core U S Aggregate Bon 0.1%
Value ($000) $1,538 Shares 14,060 Est. Cost $107.22 Unrealized
CTRA Cabot Oil & Gas Corp 0.1%
Value ($000) $1,536 Shares 45,000 Est. Cost $25.97 Unrealized -0.1%
National Oilwell Varco Inc 0.1%
Value ($000) $1,523 Shares 18,490 Est. Cost $70.86 Unrealized
Kraft Food Group Inc 0.1%
Value ($000) $1,336 Shares 22,277 Est. Cost $55.60 Unrealized
Celgene Corp 0.1%
Value ($000) $1,317 Shares 15,330 Est. Cost $103.95 Unrealized
EBAY Ebay Inc 0.1%
Value ($000) $1,230 Shares 24,580 Est. Cost $20.55 Unrealized -5.6%
D Dominion Resources Inc 0.0%
Value ($000) $1,080 Shares 15,094 Est. Cost $35.67 Unrealized +20.4%
Air Lease Corp 0.0%
Value ($000) $1,073 Shares 27,815 Est. Cost $27.59 Unrealized
ELME Washington Real Estate Investm 0.0%
Value ($000) $1,026 Shares 39,481 Est. Cost $26.90 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $953 Shares 9,458 Est. Cost $71.80 Unrealized +4.2%
EPD Enterprise Products Partners L 0.0%
Value ($000) $953 Shares 12,168 Est. Cost $62.10 Unrealized
Era Group Inc 0.0%
Value ($000) $927 Shares 32,326 Est. Cost $26.14 Unrealized
WTM White Mountains Insurance Grou 0.0%
Value ($000) $918 Shares 1,508 Est. Cost $583.58 Unrealized +2.0%
L Loews Corp 0.0%
Value ($000) $918 Shares 20,850 Est. Cost $42.08 Unrealized -2.0%
PAYX Paychex Inc 0.0%
Value ($000) $914 Shares 22,000 Est. Cost $25.02 Unrealized +15.1%
BDX Becton Dickinson & Co 0.0%
Value ($000) $893 Shares 7,550 Est. Cost $78.11 Unrealized +21.3%
BTE Baytex Energy Corp 0.0%
Value ($000) $854 Shares 18,500 Est. Cost $31.51 Unrealized +17.1%
SBUX Starbucks Corp 0.0%
Value ($000) $851 Shares 10,994 Est. Cost $24.37 Unrealized +18.5%
DVN Devon Energy Corp 0.0%
Value ($000) $833 Shares 10,485 Est. Cost $37.11 Unrealized +32.1%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $813 Shares 7,920 Est. Cost $58.04 Unrealized +14.0%
AMZN Amazon.Com Inc 0.0%
Value ($000) $810 Shares 2,494 Est. Cost $13.32 Unrealized +18.8%
Alleghany Corp 0.0%
Value ($000) $804 Shares 1,835 Est. Cost $383.27 Unrealized
VNO Vornado Realty Trust 0.0%
Value ($000) $776 Shares 7,269 Est. Cost $83.14 Unrealized
QEP Resources Inc 0.0%
Value ($000) $745 Shares 21,600 Est. Cost $27.76 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $733 Shares 18,350 Est. Cost $34.59 Unrealized
UDR UDR Inc 0.0%
Value ($000) $727 Shares 25,396 Est. Cost $15.84 Unrealized +12.9%
DVA DaVita Healthcare Partners Inc 0.0%
Value ($000) $705 Shares 9,750 Est. Cost $57.56 Unrealized +20.8%
Walgreen Co 0.0%
Value ($000) $704 Shares 9,500 Est. Cost $44.22 Unrealized
Hospira Inc 0.0%
Value ($000) $668 Shares 13,012 Est. Cost $38.31 Unrealized
BHP BHP Billiton Ltd Sponsored ADR 0.0%
Value ($000) $657 Shares 9,602 Est. Cost $62.62 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $655 Shares 13,725 Est. Cost $34.44 Unrealized +30.0%
GD General Dynamics Corp 0.0%
Value ($000) $636 Shares 5,455 Est. Cost $61.92 Unrealized +43.0%
Vanguard Natural Resources LLC 0.0%
Value ($000) $628 Shares 19,513 Est. Cost $27.90 Unrealized
NVO Novo Nordisk AS Sponsored ADR 0.0%
Value ($000) $618 Shares 13,375 Est. Cost $67.80 Unrealized
First Trust Senior Loan ETF 0.0%
Value ($000) $617 Shares 12,395 Est. Cost $49.39 Unrealized
KIM Kimco Realty Corp 0.0%
Value ($000) $611 Shares 26,600 Est. Cost $12.61 Unrealized +3.5%
RY Royal Bank Of Canada 0.0%
Value ($000) $610 Shares 8,535 Est. Cost $61.99 Unrealized +9.4%
Janus Capital Group Inc 0.0%
Value ($000) $599 Shares 48,000 Est. Cost $8.51 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $598 Shares 7,745 Est. Cost $56.27 Unrealized 0.0%
FAST Fastenal Co 0.0%
Value ($000) $594 Shares 12,000 Est. Cost $8.84 Unrealized +3.0%
EFA IShares Trust MSCI EAFE ETF 0.0%
Value ($000) $589 Shares 8,620 Est. Cost $57.45 Unrealized
JPMorgan Alerian MLP Index 0.0%
Value ($000) $586 Shares 11,185 Est. Cost $47.03 Unrealized
Questar Corp 0.0%
Value ($000) $536 Shares 21,600 Est. Cost $23.86 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $531 Shares 5,182 Est. Cost $14.51 Unrealized +23.5%
STT State Street Corp 0.0%
Value ($000) $529 Shares 7,862 Est. Cost $44.77 Unrealized +7.0%
Denbury Resources Inc 0.0%
Value ($000) $517 Shares 27,980 Est. Cost $17.32 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $514 Shares 8,000 Est. Cost $40.35 Unrealized +12.7%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $509 Shares 6,777 Est. Cost $20.00 Unrealized +2.6%
Allergan Inc 0.0%
Value ($000) $508 Shares 3,000 Est. Cost $89.34 Unrealized
St. Jude Medical Inc 0.0%
Value ($000) $508 Shares 7,340 Est. Cost $47.87 Unrealized
ACN Accenture Ltd Cl A 0.0%
Value ($000) $497 Shares 6,150 Est. Cost $63.16 Unrealized +4.7%
Market Vectors Semiconductor E 0.0%
Value ($000) $497 Shares 10,050 Est. Cost $37.71 Unrealized
Buckeye Partners L P 0.0%
Value ($000) $490 Shares 5,900 Est. Cost $76.52 Unrealized
DirectTV Group Inc 0.0%
Value ($000) $485 Shares 5,708 Est. Cost $61.24 Unrealized
WPP WPP Group PLC Spon ADR 0.0%
Value ($000) $472 Shares 4,334 Est. Cost $85.37 Unrealized
Apache Corp 0.0%
Value ($000) $472 Shares 4,686 Est. Cost $83.81 Unrealized
Currencyshares British Pound S 0.0%
Value ($000) $471 Shares 2,800 Est. Cost $150.00 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $465 Shares 6,269 Est. Cost $42.40 Unrealized +4.9%
CWI SPDR MSCI All Country World Ex 0.0%
Value ($000) $447 Shares 12,059 Est. Cost $32.02 Unrealized
Noble Corp PLC 0.0%
Value ($000) $439 Shares 13,100 Est. Cost $37.48 Unrealized
SPDR Blackstone/GSO Senior Loa 0.0%
Value ($000) $437 Shares 8,745 Est. Cost $49.85 Unrealized
Highland/iBoxx Senior Loan ETF 0.0%
Value ($000) $436 Shares 21,875 Est. Cost $19.93 Unrealized
Baker Hughes Inc 0.0%
Value ($000) $432 Shares 5,798 Est. Cost $46.03 Unrealized
SO Southern Co 0.0%
Value ($000) $431 Shares 9,499 Est. Cost $26.81 Unrealized +0.6%
PPL PPL Corp 0.0%
Value ($000) $429 Shares 12,064 Est. Cost $16.96 Unrealized +10.5%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $414 Shares 5,300 Est. Cost $27.55 Unrealized +13.1%
AMAT Applied Materials Inc 0.0%
Value ($000) $412 Shares 18,285 Est. Cost $12.22 Unrealized +43.9%
META Facebook Inc Cl A 0.0%
Value ($000) $409 Shares 6,073 Est. Cost $34.87 Unrealized +75.2%
Shaw Communications Inc Cl B 0.0%
Value ($000) $408 Shares 15,900 Est. Cost $24.04 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $406 Shares 5,125 Est. Cost $45.09 Unrealized +17.2%
Pennsylvania Real Estate Inves 0.0%
Value ($000) $399 Shares 21,200 Est. Cost $18.87 Unrealized
LOW Lowes Cos Inc 0.0%
Value ($000) $390 Shares 8,130 Est. Cost $32.16 Unrealized +17.7%
Barrick Gold Corp 0.0%
Value ($000) $389 Shares 21,250 Est. Cost $17.70 Unrealized
Kinder Morgan Energy Partners 0.0%
Value ($000) $371 Shares 4,515 Est. Cost $85.36 Unrealized
GLW Corning Inc 0.0%
Value ($000) $362 Shares 16,506 Est. Cost $10.63 Unrealized +47.4%
KMB Kimberly Clark Corp 0.0%
Value ($000) $361 Shares 3,244 Est. Cost $63.06 Unrealized +13.8%
ORCL Oracle Corp 0.0%
Value ($000) $356 Shares 8,772 Est. Cost $27.47 Unrealized +26.2%
CSX CSX Corp 0.0%
Value ($000) $353 Shares 11,469 Est. Cost $6.68 Unrealized +21.3%
Dow Chemical Co 0.0%
Value ($000) $346 Shares 6,732 Est. Cost $32.13 Unrealized
Chubb Corp 0.0%
Value ($000) $345 Shares 3,744 Est. Cost $84.61 Unrealized
Signature Bank 0.0%
Value ($000) $344 Shares 2,725 Est. Cost $82.94 Unrealized
Mastercard Inc Class A 0.0%
Value ($000) $343 Shares 4,670 Est. Cost $134.57 Unrealized
BMO Bank Of Montreal 0.0%
Value ($000) $330 Shares 4,483 Est. Cost $43.55 Unrealized 0.0%
TEVA Teva Pharmaceutical Industries 0.0%
Value ($000) $327 Shares 6,240 Est. Cost $39.49 Unrealized
PSX Phillips 66 0.0%
Value ($000) $322 Shares 4,008 Est. Cost $40.44 Unrealized +34.0%
HollyFrontier Corp 0.0%
Value ($000) $306 Shares 7,000 Est. Cost $42.14 Unrealized
Market Vectors Pharmaceuticals 0.0%
Value ($000) $298 Shares 4,800 Est. Cost $45.42 Unrealized
Praxair Inc 0.0%
Value ($000) $297 Shares 2,238 Est. Cost $115.05 Unrealized
Maiden Holdings Ltd 0.0%
Value ($000) $293 Shares 24,200 Est. Cost $11.24 Unrealized
Powershares Emerging Markets S 0.0%
Value ($000) $292 Shares 10,000 Est. Cost $27.32 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $291 Shares 2,261 Est. Cost $61.55 Unrealized +36.3%
RGLD Royal Gold Inc 0.0%
Value ($000) $287 Shares 3,770 Est. Cost $66.09 Unrealized 0.0%
Plum Creek Timber Co Inc 0.0%
Value ($000) $283 Shares 6,285 Est. Cost $46.31 Unrealized
CBT Cabot Corp 0.0%
Value ($000) $278 Shares 4,800 Est. Cost $30.22 Unrealized +46.2%
CFR Cullen Frost Bankers Inc 0.0%
Value ($000) $278 Shares 3,500 Est. Cost $45.74 Unrealized +19.7%
DVY IShares Dow Jones Select Divid 0.0%
Value ($000) $277 Shares 3,600 Est. Cost $65.21 Unrealized
HSY Hershey Foods Corp 0.0%
Value ($000) $275 Shares 2,826 Est. Cost $65.69 Unrealized +13.2%
MUR Murphy Oil Corp 0.0%
Value ($000) $266 Shares 4,000 Est. Cost $34.50 Unrealized +18.2%
GXC SPDR S&P China Index ETF 0.0%
Value ($000) $265 Shares 3,516 Est. Cost $75.37 Unrealized
Pall Corp 0.0%
Value ($000) $265 Shares 3,100 Est. Cost $66.43 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $264 Shares 14,760 Est. Cost $5.31 Unrealized +6.4%
XLF Financial Sector SPDR 0.0%
Value ($000) $252 Shares 11,100 Est. Cost $19.45 Unrealized
SPX Corp 0.0%
Value ($000) $248 Shares 2,290 Est. Cost $71.91 Unrealized
NWSA News Corp New Cl A 0.0%
Value ($000) $245 Shares 13,653 Est. Cost $14.03 Unrealized +8.1%
SVB Financial Group 0.0%
Value ($000) $245 Shares 2,100 Est. Cost $104.76 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $235 Shares 4,000 Est. Cost $46.22 Unrealized +0.3%
Aon UK Cl A 0.0%
Value ($000) $234 Shares 2,600 Est. Cost $74.52 Unrealized
IWF IShares Russell 1000 Growth ET 0.0%
Value ($000) $234 Shares 2,575 Est. Cost $72.61 Unrealized
Dentsply International Inc 0.0%
Value ($000) $232 Shares 4,900 Est. Cost $40.92 Unrealized
ALV Autoliv Inc 0.0%
Value ($000) $229 Shares 2,148 Est. Cost $51.50 Unrealized +11.1%
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $228 Shares 4,200 Est. Cost $55.77 Unrealized
AME Ametek Inc 0.0%
Value ($000) $228 Shares 4,353 Est. Cost $41.48 Unrealized +17.1%
AEP American Electric Power Inc 0.0%
Value ($000) $227 Shares 4,065 Est. Cost $34.90 Unrealized 0.0%
Unilever N.V. (ADR) 0.0%
Value ($000) $227 Shares 5,180 Est. Cost $40.15 Unrealized
National Grid PLC Sponsored AD 0.0%
Value ($000) $223 Shares 3,000 Est. Cost $59.12 Unrealized
C. R. Bard Inc. 0.0%
Value ($000) $222 Shares 1,550 Est. Cost $134.19 Unrealized
EG Everest Re Group Ltd 0.0%
Value ($000) $217 Shares 1,350 Est. Cost $118.31 Unrealized +4.7%
TXT Textron Inc 0.0%
Value ($000) $216 Shares 5,650 Est. Cost $38.50 Unrealized 0.0%
Ferrellgas Partners LP 0.0%
Value ($000) $209 Shares 7,650 Est. Cost $21.64 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $208 Shares 3,600 Est. Cost $36.43 Unrealized 0.0%
BCE Inc 0.0%
Value ($000) $208 Shares 4,580 Est. Cost $45.41 Unrealized
Energizer Holdings Inc 0.0%
Value ($000) $207 Shares 1,700 Est. Cost $121.76 Unrealized
Vectren Corp 0.0%
Value ($000) $204 Shares 4,795 Est. Cost $42.54 Unrealized
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $202 Shares 2,958 Est. Cost $68.29 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $201 Shares 6,221 Est. Cost $22.71 Unrealized 0.0%
Central Fund of Canada Ltd 0.0%
Value ($000) $199 Shares 13,700 Est. Cost $14.53 Unrealized
GrafTech International Ltd 0.0%
Value ($000) $195 Shares 18,600 Est. Cost $8.07 Unrealized
Lexicon Genetics Inc 0.0%
Value ($000) $193 Shares 120,000 Est. Cost $2.17 Unrealized
Titan International Inc 0.0%
Value ($000) $184 Shares 10,940 Est. Cost $16.82 Unrealized
Keyw Holding Corp 0.0%
Value ($000) $176 Shares 14,000 Est. Cost $13.04 Unrealized
HGTXU Hugoton Royalty Trust 0.0%
Value ($000) $148 Shares 13,500 Est. Cost $8.62 Unrealized
EXEL Exelixis Inc 0.0%
Value ($000) $55 Shares 16,133 Est. Cost $4.74 Unrealized -27.2%