KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 3, 2015

Total Value ($000): $2,239,045 (100.0% shares, 0.0% debt)

Holdings (250)

DIS Disney Walt Co 11.3%
Value ($000) $252,559 Shares 2,212,714 Est. Cost $56.11 Unrealized +78.2%
BRK/B Berkshire Hathaway Inc Cl B 5.9%
Value ($000) $132,173 Shares 971,074 Est. Cost $110.02 Unrealized +29.6%
PEP Pepsico Inc 5.5%
Value ($000) $124,149 Shares 1,330,081 Est. Cost $56.00 Unrealized +23.8%
JNJ Johnson & Johnson Co 3.4%
Value ($000) $76,052 Shares 780,333 Est. Cost $59.66 Unrealized +24.9%
FCX Freeport-McMoran Inc 2.7%
Value ($000) $61,130 Shares 3,283,035 Est. Cost $24.06 Unrealized -23.2%
UNP Union Pacific Corp 2.5%
Value ($000) $55,749 Shares 584,554 Est. Cost $65.86 Unrealized +24.5%
AXP American Express Co 2.3%
Value ($000) $51,141 Shares 658,014 Est. Cost $59.90 Unrealized +13.6%
General Electric Co 2.2%
Value ($000) $50,247 Shares 1,891,139 Est. Cost $23.19 Unrealized
PG Procter & Gamble Co 2.1%
Value ($000) $47,955 Shares 612,914 Est. Cost $55.00 Unrealized +9.0%
Hess Corp 1.9%
Value ($000) $43,411 Shares 649,099 Est. Cost $69.68 Unrealized
MMM 3M CO 1.9%
Value ($000) $42,880 Shares 277,900 Est. Cost $61.26 Unrealized +54.8%
Royal Dutch Shell PLC Cl A Spo 1.9%
Value ($000) $41,729 Shares 731,955 Est. Cost $63.59 Unrealized
HON Honeywell International Inc 1.7%
Value ($000) $37,569 Shares 368,434 Est. Cost $53.13 Unrealized +40.7%
CL Colgate Palmolive Co 1.6%
Value ($000) $35,329 Shares 540,118 Est. Cost $44.38 Unrealized +19.4%
United Technologies Corp 1.6%
Value ($000) $34,959 Shares 315,139 Est. Cost $93.18 Unrealized
SLB Schlumberger Ltd 1.5%
Value ($000) $32,812 Shares 380,695 Est. Cost $52.90 Unrealized +26.2%
MDT Medtronic PLC 1.4%
Value ($000) $32,097 Shares 433,153 Est. Cost $58.10 Unrealized +1.2%
GILD Gilead Sciences Inc 1.4%
Value ($000) $30,604 Shares 261,391 Est. Cost $64.12 Unrealized +18.5%
FDX Fedex Corp 1.3%
Value ($000) $30,043 Shares 176,308 Est. Cost $86.89 Unrealized +70.8%
AAPL Apple Inc 1.3%
Value ($000) $29,713 Shares 236,902 Est. Cost $23.59 Unrealized +21.0%
AIG American International Group I 1.3%
Value ($000) $28,861 Shares 466,861 Est. Cost $36.56 Unrealized +24.5%
AMT American Tower Corp 1.3%
Value ($000) $28,628 Shares 306,872 Est. Cost $60.28 Unrealized +21.1%
Time Warner Inc 1.2%
Value ($000) $27,635 Shares 316,152 Est. Cost $73.51 Unrealized
ABBV Abbvie Inc 1.2%
Value ($000) $26,938 Shares 400,932 Est. Cost $27.74 Unrealized +52.6%
LLY Eli Lilly & Co 1.2%
Value ($000) $26,845 Shares 321,541 Est. Cost $42.42 Unrealized +49.0%
CVX Chevron Corp 1.2%
Value ($000) $26,228 Shares 271,873 Est. Cost $71.00 Unrealized -6.4%
CMCSA Comcast Corp Cl A 1.1%
Value ($000) $25,411 Shares 422,527 Est. Cost $15.70 Unrealized +46.4%
YUM Yum Brands Inc 1.1%
Value ($000) $25,402 Shares 281,990 Est. Cost $38.97 Unrealized +33.4%
Laboratory Corp America Holdin 1.1%
Value ($000) $24,359 Shares 200,950 Est. Cost $107.18 Unrealized
HIG Hartford Financial Services Gr 1.1%
Value ($000) $24,000 Shares 577,319 Est. Cost $22.74 Unrealized +46.4%
EMR Emerson Electric Co 1.1%
Value ($000) $23,684 Shares 427,284 Est. Cost $40.02 Unrealized +10.5%
Raytheon Co 1.0%
Value ($000) $23,506 Shares 245,679 Est. Cost $66.12 Unrealized
EMC Corp 1.0%
Value ($000) $23,367 Shares 885,463 Est. Cost $24.02 Unrealized
Rockwell Collins Inc 1.0%
Value ($000) $22,918 Shares 248,169 Est. Cost $63.53 Unrealized
SAP SAP SE ADR 1.0%
Value ($000) $22,473 Shares 319,992 Est. Cost $78.71 Unrealized
FXI IShares China Large-Cap ETF 1.0%
Value ($000) $21,579 Shares 468,094 Est. Cost $32.52 Unrealized
Bed Bath & Beyond Inc 1.0%
Value ($000) $21,317 Shares 309,024 Est. Cost $69.96 Unrealized
ITW Illinois Tool Works 0.9%
Value ($000) $21,212 Shares 231,097 Est. Cost $49.85 Unrealized +48.4%
MET Metlife Inc 0.9%
Value ($000) $20,129 Shares 359,507 Est. Cost $26.25 Unrealized +26.2%
Broadcom Corp 0.9%
Value ($000) $19,897 Shares 386,435 Est. Cost $43.30 Unrealized
ABBNY ABB Ltd Sponsored ADR 0.9%
Value ($000) $19,427 Shares 930,410 Est. Cost $21.89 Unrealized
GlaxoSmithkline PLC ADR 0.9%
Value ($000) $19,313 Shares 463,719 Est. Cost $50.00 Unrealized
Air Lease Corp 0.9%
Value ($000) $19,042 Shares 561,693 Est. Cost $32.40 Unrealized
Comcast Corp Cl A Special 0.8%
Value ($000) $18,697 Shares 311,923 Est. Cost $39.67 Unrealized
Google Inc Cl C 0.8%
Value ($000) $18,666 Shares 35,862 Est. Cost $571.41 Unrealized
DKS Dick's Sporting Goods Inc 0.8%
Value ($000) $17,226 Shares 332,753 Est. Cost $33.74 Unrealized +22.9%
Google Inc Cl A 0.7%
Value ($000) $16,678 Shares 30,884 Est. Cost $857.41 Unrealized
COP ConocoPhillips 0.7%
Value ($000) $16,073 Shares 261,722 Est. Cost $39.96 Unrealized +16.1%
KEX Kirby Corp 0.6%
Value ($000) $13,820 Shares 180,275 Est. Cost $77.43 Unrealized +2.3%
NEM Newmont Mining Corp 0.6%
Value ($000) $13,266 Shares 567,900 Est. Cost $22.15 Unrealized -11.8%
Kansas City Southern Industrie 0.6%
Value ($000) $12,976 Shares 142,280 Est. Cost $105.96 Unrealized
UPS United Parcel Service Inc Cl B 0.6%
Value ($000) $12,924 Shares 133,365 Est. Cost $55.38 Unrealized +22.3%
XOM Exxon Mobil Corp 0.6%
Value ($000) $12,683 Shares 152,438 Est. Cost $53.69 Unrealized +1.1%
VOD Vodafone Group Inc 0.5%
Value ($000) $11,701 Shares 321,003 Est. Cost $33.25 Unrealized
SPY SPDR S&P 500 ETF Trust 0.4%
Value ($000) $9,166 Shares 44,526 Est. Cost $171.53 Unrealized
PFE Pfizer Inc 0.4%
Value ($000) $8,433 Shares 251,521 Est. Cost $16.67 Unrealized +24.6%
AMP Ameriprise Financial Inc 0.4%
Value ($000) $8,404 Shares 67,270 Est. Cost $59.57 Unrealized +70.9%
Torchmark Corp 0.4%
Value ($000) $8,384 Shares 144,013 Est. Cost $60.88 Unrealized
JPM J P Morgan Chase & Co 0.4%
Value ($000) $8,309 Shares 122,622 Est. Cost $40.17 Unrealized +22.3%
IBM International Business Machine 0.3%
Value ($000) $7,785 Shares 47,858 Est. Cost $118.94 Unrealized -13.4%
NSC Norfolk Southern Corp 0.3%
Value ($000) $7,765 Shares 88,885 Est. Cost $57.67 Unrealized +34.3%
ALL Allstate Corp 0.3%
Value ($000) $7,111 Shares 109,625 Est. Cost $37.26 Unrealized +45.7%
BK Bank Of New York Mellon Corp 0.3%
Value ($000) $6,951 Shares 165,624 Est. Cost $21.22 Unrealized +54.0%
PM Philip Morris International In 0.3%
Value ($000) $6,285 Shares 78,398 Est. Cost $49.82 Unrealized -3.0%
BAX Baxter International Inc 0.3%
Value ($000) $5,977 Shares 85,467 Est. Cost $30.98 Unrealized +1.6%
CVS CVS Health Corp 0.3%
Value ($000) $5,643 Shares 53,804 Est. Cost $41.44 Unrealized +81.6%
MDLZ Mondelez International Inc 0.3%
Value ($000) $5,643 Shares 137,173 Est. Cost $25.56 Unrealized +20.7%
LMT Lockheed Martin Corp 0.2%
Value ($000) $5,374 Shares 28,907 Est. Cost $71.65 Unrealized +101.8%
MSFT Microsoft Corp 0.2%
Value ($000) $5,295 Shares 119,934 Est. Cost $26.70 Unrealized +47.1%
BAC Bank Of America Corp 0.2%
Value ($000) $4,903 Shares 288,093 Est. Cost $10.18 Unrealized +29.0%
E I Du Pont De Nemours & Co 0.2%
Value ($000) $4,420 Shares 69,114 Est. Cost $58.84 Unrealized
QCOM Qualcomm Inc 0.2%
Value ($000) $4,352 Shares 69,485 Est. Cost $49.80 Unrealized +1.0%
PowerShares Financial Preferre 0.2%
Value ($000) $3,828 Shares 210,700 Est. Cost $17.90 Unrealized
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $3,752 Shares 56,392 Est. Cost $29.43 Unrealized +56.3%
MO Altria Group Inc 0.2%
Value ($000) $3,749 Shares 76,661 Est. Cost $16.32 Unrealized +54.8%
BRK/A Berkshire Hathaway Inc Cl A 0.2%
Value ($000) $3,482 Shares 17 Est. Cost $165023.42 Unrealized +30.0%
ABT Abbott Laboratories 0.2%
Value ($000) $3,449 Shares 70,278 Est. Cost $29.35 Unrealized +34.0%
Powershares QQQ Trust 0.2%
Value ($000) $3,417 Shares 31,918 Est. Cost $71.79 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $3,315 Shares 58,941 Est. Cost $27.36 Unrealized +51.2%
KO Coca Cola Co 0.1%
Value ($000) $3,265 Shares 83,223 Est. Cost $27.85 Unrealized +4.2%
Ace Ltd 0.1%
Value ($000) $3,161 Shares 31,086 Est. Cost $89.63 Unrealized
HSBC HSBC Holdings PLC ADS 0.1%
Value ($000) $3,114 Shares 69,485 Est. Cost $50.83 Unrealized
DVA DaVita Healthcare Partners Inc 0.1%
Value ($000) $3,105 Shares 39,070 Est. Cost $72.98 Unrealized +12.5%
EEM IShares MSCI Emerging Markets 0.1%
Value ($000) $3,096 Shares 78,147 Est. Cost $38.63 Unrealized
TJX TJX Cos Inc 0.1%
Value ($000) $2,945 Shares 44,500 Est. Cost $20.82 Unrealized +37.8%
SNY Sanofi Sponsored ADR 0.1%
Value ($000) $2,932 Shares 59,200 Est. Cost $48.41 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $2,849 Shares 61,127 Est. Cost $26.83 Unrealized +5.6%
AER AerCap Holdings NV 0.1%
Value ($000) $2,798 Shares 61,098 Est. Cost $43.04 Unrealized +8.4%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $2,778 Shares 21,412 Est. Cost $126.27 Unrealized 0.0%
COST Costco Wholesale Corp 0.1%
Value ($000) $2,758 Shares 20,423 Est. Cost $86.56 Unrealized +38.9%
SIEGY Siemens A G Sponsored ADR 0.1%
Value ($000) $2,676 Shares 26,360 Est. Cost $109.77 Unrealized
SPG Simon Property Group Inc 0.1%
Value ($000) $2,591 Shares 14,975 Est. Cost $93.81 Unrealized +15.3%
MRK Merck & Co Inc 0.1%
Value ($000) $2,496 Shares 43,846 Est. Cost $30.02 Unrealized +34.0%
Apache Corp 0.1%
Value ($000) $2,365 Shares 41,046 Est. Cost $64.50 Unrealized
Brookfield Asset Management Cl 0.1%
Value ($000) $2,339 Shares 66,974 Est. Cost $36.02 Unrealized
NWL Newell Rubbermaid Inc 0.1%
Value ($000) $2,266 Shares 55,131 Est. Cost $26.40 Unrealized 0.0%
Express Scripts Holding Co 0.1%
Value ($000) $2,265 Shares 25,464 Est. Cost $61.74 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $2,235 Shares 20,109 Est. Cost $56.31 Unrealized +54.7%
DVN Devon Energy Corp 0.1%
Value ($000) $2,210 Shares 37,155 Est. Cost $40.86 Unrealized +8.3%
BP BP PLC Sponsored ADR 0.1%
Value ($000) $2,174 Shares 54,420 Est. Cost $41.74 Unrealized
Seacor Holdings Inc 0.1%
Value ($000) $2,166 Shares 30,528 Est. Cost $83.06 Unrealized
PFF IShares Preferred Stock ETF 0.1%
Value ($000) $2,160 Shares 55,140 Est. Cost $39.34 Unrealized
WLY John Wiley & Sons Inc Cl A 0.1%
Value ($000) $2,131 Shares 39,193 Est. Cost $27.09 Unrealized +55.5%
IP International Paper Co 0.1%
Value ($000) $2,096 Shares 44,040 Est. Cost $26.13 Unrealized +20.6%
Powershares Preferred Portfoli 0.1%
Value ($000) $2,046 Shares 140,790 Est. Cost $14.31 Unrealized
INTC Intel Corp 0.1%
Value ($000) $1,851 Shares 60,859 Est. Cost $17.18 Unrealized +46.1%
T A T & T Inc 0.1%
Value ($000) $1,832 Shares 51,574 Est. Cost $11.52 Unrealized +6.0%
Twenty-First Century Fox Inc C 0.1%
Value ($000) $1,804 Shares 55,414 Est. Cost $33.99 Unrealized
AGG IShares Core U S Aggregate Bon 0.1%
Value ($000) $1,725 Shares 15,854 Est. Cost $107.55 Unrealized
FIS Fidelity National Information 0.1%
Value ($000) $1,709 Shares 27,649 Est. Cost $34.36 Unrealized +55.2%
LQD IShares IBoxx Investment Grade 0.1%
Value ($000) $1,661 Shares 14,355 Est. Cost $113.68 Unrealized
AMZN Amazon.Com Inc 0.1%
Value ($000) $1,651 Shares 3,803 Est. Cost $14.22 Unrealized +47.0%
MCD McDonalds Corp 0.1%
Value ($000) $1,468 Shares 15,438 Est. Cost $71.27 Unrealized +4.1%
ESS Essex Property Trust Inc 0.1%
Value ($000) $1,415 Shares 6,658 Est. Cost $121.84 Unrealized +28.5%
NVS Novartis AG Sponsored ADR 0.1%
Value ($000) $1,364 Shares 13,875 Est. Cost $70.72 Unrealized
Waddell & Reed Financial Inc C 0.1%
Value ($000) $1,341 Shares 28,349 Est. Cost $43.49 Unrealized
FNF Fidelity National Financial Cl 0.1%
Value ($000) $1,306 Shares 35,299 Est. Cost $12.25 Unrealized +41.2%
CWI SPDR MSCI All Country World Ex 0.1%
Value ($000) $1,270 Shares 36,891 Est. Cost $33.70 Unrealized
Varian Medical Systems Inc 0.1%
Value ($000) $1,267 Shares 15,020 Est. Cost $67.45 Unrealized
XLK Technology Sector SPDR 0.1%
Value ($000) $1,191 Shares 28,766 Est. Cost $41.41 Unrealized
Celgene Corp 0.1%
Value ($000) $1,176 Shares 10,160 Est. Cost $103.95 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $1,173 Shares 21,881 Est. Cost $32.66 Unrealized +25.3%
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $1,041 Shares 33,000 Est. Cost $25.97 Unrealized -6.8%
PAYX Paychex Inc 0.0%
Value ($000) $1,031 Shares 22,000 Est. Cost $25.02 Unrealized +41.6%
Kraft Food Group Inc 0.0%
Value ($000) $1,022 Shares 12,002 Est. Cost $55.60 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $999 Shares 7,050 Est. Cost $78.11 Unrealized +50.3%
Hospira Inc 0.0%
Value ($000) $999 Shares 11,262 Est. Cost $38.31 Unrealized
WTM White Mountains Insurance Grou 0.0%
Value ($000) $968 Shares 1,478 Est. Cost $583.58 Unrealized +13.7%
D Dominion Resources Inc 0.0%
Value ($000) $945 Shares 14,126 Est. Cost $35.67 Unrealized +25.0%
ELME Washington Real Estate Investm 0.0%
Value ($000) $878 Shares 33,825 Est. Cost $26.90 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $865 Shares 20,075 Est. Cost $33.21 Unrealized +13.0%
Anadarko Petroleum Corp 0.0%
Value ($000) $837 Shares 10,725 Est. Cost $81.33 Unrealized
L Loews Corp 0.0%
Value ($000) $803 Shares 20,850 Est. Cost $42.08 Unrealized -8.1%
Walgreen Boots Alliance Inc 0.0%
Value ($000) $802 Shares 9,500 Est. Cost $76.21 Unrealized
Alleghany Corp 0.0%
Value ($000) $785 Shares 1,674 Est. Cost $383.27 Unrealized
NVO Novo Nordisk AS Sponsored ADR 0.0%
Value ($000) $732 Shares 13,375 Est. Cost $67.80 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $728 Shares 5,135 Est. Cost $61.92 Unrealized +78.1%
META Facebook Inc Cl A 0.0%
Value ($000) $702 Shares 8,182 Est. Cost $46.10 Unrealized +75.9%
Janus Capital Group Inc 0.0%
Value ($000) $685 Shares 40,000 Est. Cost $8.51 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $671 Shares 12,085 Est. Cost $34.44 Unrealized +66.1%
Encana Corp 0.0%
Value ($000) $655 Shares 59,467 Est. Cost $17.39 Unrealized
Era Group Inc 0.0%
Value ($000) $625 Shares 30,528 Est. Cost $26.14 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $617 Shares 20,636 Est. Cost $51.20 Unrealized
UDR UDR Inc 0.0%
Value ($000) $606 Shares 18,912 Est. Cost $15.84 Unrealized +42.7%
STT State Street Corp 0.0%
Value ($000) $605 Shares 7,862 Est. Cost $44.77 Unrealized +28.7%
EFA IShares Trust MSCI EAFE ETF 0.0%
Value ($000) $601 Shares 9,462 Est. Cost $58.05 Unrealized
RY Royal Bank Of Canada 0.0%
Value ($000) $600 Shares 9,810 Est. Cost $62.62 Unrealized +2.8%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $595 Shares 6,150 Est. Cost $68.08 Unrealized +18.5%
KIM Kimco Realty Corp 0.0%
Value ($000) $559 Shares 24,800 Est. Cost $12.61 Unrealized +15.6%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $557 Shares 7,160 Est. Cost $57.84 Unrealized -1.7%
St. Jude Medical Inc 0.0%
Value ($000) $537 Shares 7,355 Est. Cost $47.87 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $508 Shares 5,182 Est. Cost $14.51 Unrealized +32.9%
ORCL Oracle Corp 0.0%
Value ($000) $508 Shares 12,597 Est. Cost $30.71 Unrealized +20.5%
First Trust Senior Loan ETF 0.0%
Value ($000) $498 Shares 10,190 Est. Cost $49.39 Unrealized
Market Vectors Semiconductor E 0.0%
Value ($000) $488 Shares 8,950 Est. Cost $37.71 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $477 Shares 11,300 Est. Cost $8.84 Unrealized -10.2%
Plum Creek Timber Co Inc 0.0%
Value ($000) $465 Shares 11,450 Est. Cost $42.96 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $459 Shares 6,000 Est. Cost $40.35 Unrealized +39.0%
Questar Corp 0.0%
Value ($000) $452 Shares 21,600 Est. Cost $23.86 Unrealized
Mastercard Inc Class A 0.0%
Value ($000) $450 Shares 4,815 Est. Cost $133.02 Unrealized
Allergan PLC 0.0%
Value ($000) $446 Shares 1,469 Est. Cost $303.61 Unrealized
WPP WPP Group PLC Spon ADR 0.0%
Value ($000) $442 Shares 3,917 Est. Cost $85.37 Unrealized
LOW Lowes Cos Inc 0.0%
Value ($000) $436 Shares 6,510 Est. Cost $32.16 Unrealized +82.9%
Currencyshares British Pound S 0.0%
Value ($000) $431 Shares 2,800 Est. Cost $150.00 Unrealized
TGT Target Corp 0.0%
Value ($000) $430 Shares 5,263 Est. Cost $44.82 Unrealized +31.8%
TXT Textron Inc 0.0%
Value ($000) $422 Shares 9,455 Est. Cost $44.73 Unrealized 0.0%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $419 Shares 5,909 Est. Cost $20.01 Unrealized +4.3%
AMGN Amgen Inc 0.0%
Value ($000) $413 Shares 2,692 Est. Cost $83.25 Unrealized +41.2%
SPDR Blackstone/GSO Senior Loa 0.0%
Value ($000) $413 Shares 8,390 Est. Cost $49.83 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $411 Shares 5,125 Est. Cost $45.09 Unrealized +49.9%
Buckeye Partners L P 0.0%
Value ($000) $408 Shares 5,525 Est. Cost $76.52 Unrealized
Signature Bank 0.0%
Value ($000) $406 Shares 2,775 Est. Cost $84.93 Unrealized
QEP Resources Inc 0.0%
Value ($000) $400 Shares 21,600 Est. Cost $27.76 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $398 Shares 15,000 Est. Cost $34.59 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $386 Shares 24,102 Est. Cost $22.39 Unrealized -36.5%
PowerShares Senior Loan Portfo 0.0%
Value ($000) $372 Shares 15,625 Est. Cost $24.74 Unrealized
BHP BHP Billiton Ltd Sponsored ADR 0.0%
Value ($000) $367 Shares 9,022 Est. Cost $62.58 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $366 Shares 7,000 Est. Cost $30.78 Unrealized +18.9%
XLF Financial Sector SPDR 0.0%
Value ($000) $366 Shares 15,000 Est. Cost $20.67 Unrealized
SO Southern Co 0.0%
Value ($000) $364 Shares 8,678 Est. Cost $26.81 Unrealized +3.6%
China Mobile Ltd 0.0%
Value ($000) $357 Shares 5,565 Est. Cost $50.83 Unrealized
PPL PPL Corp 0.0%
Value ($000) $356 Shares 12,064 Est. Cost $16.96 Unrealized +14.4%
JPMorgan Alerian MLP Index 0.0%
Value ($000) $350 Shares 8,840 Est. Cost $47.03 Unrealized
Pennsylvania Real Estate Inves 0.0%
Value ($000) $348 Shares 16,300 Est. Cost $18.87 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $348 Shares 18,085 Est. Cost $12.22 Unrealized +47.5%
Dow Chemical Co 0.0%
Value ($000) $348 Shares 6,792 Est. Cost $32.13 Unrealized
Chubb Corp 0.0%
Value ($000) $347 Shares 3,644 Est. Cost $84.61 Unrealized
GLW Corning Inc 0.0%
Value ($000) $326 Shares 16,506 Est. Cost $10.63 Unrealized +51.6%
BA Boeing Co 0.0%
Value ($000) $325 Shares 2,345 Est. Cost $128.84 Unrealized 0.0%
AES AES Corp 0.0%
Value ($000) $323 Shares 24,350 Est. Cost $8.39 Unrealized +7.9%
National Grid PLC Sponsored AD 0.0%
Value ($000) $321 Shares 4,975 Est. Cost $63.74 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $320 Shares 3,019 Est. Cost $63.80 Unrealized +18.9%
DUK Duke Energy Corp 0.0%
Value ($000) $320 Shares 4,529 Est. Cost $42.40 Unrealized +14.9%
Hollysys Automation Technologi 0.0%
Value ($000) $318 Shares 13,220 Est. Cost $22.57 Unrealized
TEVA Teva Pharmaceutical Industries 0.0%
Value ($000) $318 Shares 5,380 Est. Cost $39.49 Unrealized
CSCO Cisco Systems Inc 0.0%
Value ($000) $313 Shares 11,385 Est. Cost $15.24 Unrealized +35.3%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $309 Shares 2,261 Est. Cost $61.55 Unrealized +70.4%
Shaw Communications Inc Cl B 0.0%
Value ($000) $305 Shares 14,000 Est. Cost $24.04 Unrealized
SVB Financial Group 0.0%
Value ($000) $302 Shares 2,100 Est. Cost $104.76 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $300 Shares 4,525 Est. Cost $57.98 Unrealized +22.9%
HollyFrontier Corp 0.0%
Value ($000) $299 Shares 7,000 Est. Cost $42.14 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $290 Shares 4,000 Est. Cost $46.22 Unrealized +29.2%
Whole Foods Market Inc 0.0%
Value ($000) $288 Shares 7,310 Est. Cost $38.55 Unrealized
Highland/iBoxx Senior Loan ETF 0.0%
Value ($000) $286 Shares 14,875 Est. Cost $19.93 Unrealized
DirectTV Group Inc 0.0%
Value ($000) $281 Shares 3,033 Est. Cost $61.24 Unrealized
SPX Corp 0.0%
Value ($000) $281 Shares 3,880 Est. Cost $75.01 Unrealized
Powershares Emerging Markets S 0.0%
Value ($000) $277 Shares 10,000 Est. Cost $27.32 Unrealized
Energizer Holdings Inc 0.0%
Value ($000) $276 Shares 2,100 Est. Cost $123.06 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $275 Shares 2,210 Est. Cost $88.05 Unrealized +11.1%
DHR Danaher Corp 0.0%
Value ($000) $274 Shares 3,200 Est. Cost $30.44 Unrealized +14.5%
Market Vectors Pharmaceuticals 0.0%
Value ($000) $269 Shares 3,800 Est. Cost $45.42 Unrealized
DVY IShares Dow Jones Select Divid 0.0%
Value ($000) $267 Shares 3,555 Est. Cost $65.78 Unrealized
BMO Bank Of Montreal 0.0%
Value ($000) $266 Shares 4,483 Est. Cost $43.55 Unrealized -6.3%
VWO Vanguard Emerging Market Viper 0.0%
Value ($000) $266 Shares 6,500 Est. Cost $40.92 Unrealized
C. R. Bard Inc. 0.0%
Value ($000) $265 Shares 1,550 Est. Cost $134.19 Unrealized
CFR Cullen Frost Bankers Inc 0.0%
Value ($000) $251 Shares 3,200 Est. Cost $45.74 Unrealized +18.0%
Sigma Aldrich Corp 0.0%
Value ($000) $251 Shares 1,800 Est. Cost $136.11 Unrealized
ALV Autoliv Inc 0.0%
Value ($000) $251 Shares 2,148 Est. Cost $54.24 Unrealized +26.8%
HSY Hershey Foods Corp 0.0%
Value ($000) $249 Shares 2,806 Est. Cost $65.69 Unrealized +11.2%
EG Everest Re Group Ltd 0.0%
Value ($000) $246 Shares 1,350 Est. Cost $118.31 Unrealized +22.8%
PSX Phillips 66 0.0%
Value ($000) $246 Shares 3,058 Est. Cost $40.44 Unrealized +32.7%
Avalon Holdings Ltd 0.0%
Value ($000) $243 Shares 10,600 Est. Cost $21.32 Unrealized
IWF IShares Russell 1000 Growth ET 0.0%
Value ($000) $242 Shares 2,441 Est. Cost $72.61 Unrealized
IWM IShares Russell 2000 ETF 0.0%
Value ($000) $240 Shares 1,922 Est. Cost $124.47 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $240 Shares 6,200 Est. Cost $22.71 Unrealized +25.0%
Coach Inc 0.0%
Value ($000) $238 Shares 6,883 Est. Cost $35.59 Unrealized
IJH IShares S&P MidCap 400 Index F 0.0%
Value ($000) $235 Shares 1,570 Est. Cost $151.57 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $232 Shares 3,845 Est. Cost $20.55 Unrealized +8.0%
UIL Holdings Corp 0.0%
Value ($000) $229 Shares 4,999 Est. Cost $43.61 Unrealized
Family Dollar Stores Inc 0.0%
Value ($000) $229 Shares 2,900 Est. Cost $77.24 Unrealized
C Citigroup Inc 0.0%
Value ($000) $227 Shares 4,111 Est. Cost $37.50 Unrealized +8.1%
Maiden Holdings Ltd 0.0%
Value ($000) $224 Shares 14,200 Est. Cost $11.24 Unrealized
Unilever N.V. ADR 0.0%
Value ($000) $218 Shares 5,200 Est. Cost $40.15 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $217 Shares 2,900 Est. Cost $74.83 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $216 Shares 13,152 Est. Cost $5.31 Unrealized +13.6%
AEP American Electric Power Inc 0.0%
Value ($000) $215 Shares 4,065 Est. Cost $34.90 Unrealized +8.9%
Praxair Inc 0.0%
Value ($000) $214 Shares 1,788 Est. Cost $115.05 Unrealized
Dentsply International Inc 0.0%
Value ($000) $211 Shares 4,100 Est. Cost $40.92 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $208 Shares 3,600 Est. Cost $36.43 Unrealized +12.6%
MKL Markel Corp 0.0%
Value ($000) $208 Shares 260 Est. Cost $777.66 Unrealized 0.0%
GM General Motors Co 0.0%
Value ($000) $207 Shares 6,225 Est. Cost $27.84 Unrealized 0.0%
TD Toronto Dominion Bank 0.0%
Value ($000) $203 Shares 4,764 Est. Cost $42.97 Unrealized +4.2%
FireEye Inc 0.0%
Value ($000) $200 Shares 4,095 Est. Cost $48.84 Unrealized
NWSA News Corp New Cl A 0.0%
Value ($000) $199 Shares 13,653 Est. Cost $14.03 Unrealized -3.8%
McDermott International Inc 0.0%
Value ($000) $176 Shares 32,970 Est. Cost $8.53 Unrealized
Titan International Inc 0.0%
Value ($000) $163 Shares 15,200 Est. Cost $10.72 Unrealized
Lexicon Genetics Inc 0.0%
Value ($000) $120 Shares 14,903 Est. Cost $2.17 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $112 Shares 10,525 Est. Cost $17.70 Unrealized
Denbury Resources Inc 0.0%
Value ($000) $76 Shares 11,955 Est. Cost $17.32 Unrealized
EXEL Exelixis Inc 0.0%
Value ($000) $49 Shares 12,993 Est. Cost $4.74 Unrealized -31.4%