KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 1, 2016

Total Value ($000): $2,139,592 (100.0% shares, 0.0% debt)

Holdings (211)

DIS Disney Walt Co 9.1%
Value ($000) $194,297 Shares 1,986,272 Est. Cost $56.78 Unrealized +62.3%
PEP Pepsico Inc 6.6%
Value ($000) $141,723 Shares 1,337,762 Est. Cost $56.41 Unrealized +36.6%
BRK/B Berkshire Hathaway Inc Cl B 6.4%
Value ($000) $137,119 Shares 947,024 Est. Cost $110.43 Unrealized +29.5%
JNJ Johnson & Johnson Co 4.3%
Value ($000) $91,188 Shares 751,757 Est. Cost $60.16 Unrealized +44.7%
UNP Union Pacific Corp 2.5%
Value ($000) $54,080 Shares 619,822 Est. Cost $66.27 Unrealized +3.0%
CMCSA Comcast Corp Cl A 2.5%
Value ($000) $54,052 Shares 829,146 Est. Cost $19.60 Unrealized +26.1%
General Electric Co 2.5%
Value ($000) $53,938 Shares 1,713,409 Est. Cost $23.38 Unrealized
PG Procter & Gamble Co 2.5%
Value ($000) $53,933 Shares 636,971 Est. Cost $55.35 Unrealized +14.4%
MMM 3M CO 2.2%
Value ($000) $46,341 Shares 264,625 Est. Cost $62.09 Unrealized +65.0%
HON Honeywell International Inc 1.9%
Value ($000) $41,160 Shares 353,850 Est. Cost $53.87 Unrealized +56.3%
Royal Dutch Shell PLC Cl A Spo 1.8%
Value ($000) $39,185 Shares 709,626 Est. Cost $62.54 Unrealized
CL Colgate Palmolive Co 1.7%
Value ($000) $37,387 Shares 510,758 Est. Cost $44.72 Unrealized +27.2%
Hess Corp 1.7%
Value ($000) $35,730 Shares 594,519 Est. Cost $67.92 Unrealized
Raytheon Co 1.6%
Value ($000) $34,251 Shares 251,934 Est. Cost $68.58 Unrealized
MDT Medtronic PLC 1.6%
Value ($000) $33,397 Shares 384,882 Est. Cost $58.23 Unrealized +9.1%
SLB Schlumberger Ltd 1.5%
Value ($000) $31,816 Shares 402,333 Est. Cost $53.16 Unrealized +9.6%
United Technologies Corp 1.5%
Value ($000) $31,261 Shares 304,843 Est. Cost $93.50 Unrealized
AMT American Tower Corp 1.4%
Value ($000) $30,746 Shares 270,631 Est. Cost $60.28 Unrealized +38.9%
Time Warner Inc 1.4%
Value ($000) $29,087 Shares 395,527 Est. Cost $73.26 Unrealized
FDX Fedex Corp 1.4%
Value ($000) $29,076 Shares 191,566 Est. Cost $97.30 Unrealized +43.1%
Laboratory Corp America Holdin 1.3%
Value ($000) $27,044 Shares 207,603 Est. Cost $108.49 Unrealized
CVS CVS Health Corp 1.2%
Value ($000) $26,032 Shares 271,910 Est. Cost $68.09 Unrealized +9.4%
LLY Eli Lilly & Co 1.2%
Value ($000) $25,234 Shares 320,441 Est. Cost $43.16 Unrealized +48.5%
HIG Hartford Financial Services Gr 1.1%
Value ($000) $24,489 Shares 551,788 Est. Cost $23.13 Unrealized +56.7%
NEM Newmont Mining Corp 1.1%
Value ($000) $24,436 Shares 624,640 Est. Cost $21.94 Unrealized +18.5%
CCI Crown Castle International Cor 1.1%
Value ($000) $24,326 Shares 239,828 Est. Cost $53.01 Unrealized +14.5%
MRK Merck & Co Inc 1.1%
Value ($000) $24,239 Shares 420,742 Est. Cost $37.87 Unrealized +4.3%
WY Weyerhaeuser Co 1.1%
Value ($000) $23,861 Shares 801,498 Est. Cost $20.38 Unrealized +3.6%
AAPL Apple Inc 1.1%
Value ($000) $23,503 Shares 245,848 Est. Cost $23.59 Unrealized -4.1%
YUM Yum Brands Inc 1.1%
Value ($000) $23,336 Shares 281,427 Est. Cost $39.31 Unrealized +25.8%
META Facebook Inc Cl A 1.1%
Value ($000) $23,167 Shares 202,723 Est. Cost $91.14 Unrealized +25.5%
Alphabet Inc Cl C 1.1%
Value ($000) $23,137 Shares 33,431 Est. Cost $757.31 Unrealized
ITW Illinois Tool Works 1.0%
Value ($000) $22,407 Shares 215,122 Est. Cost $51.25 Unrealized +62.5%
PYPL PayPal Holdings Inc 1.0%
Value ($000) $21,707 Shares 594,557 Est. Cost $35.84 Unrealized +6.4%
GILD Gilead Sciences Inc 1.0%
Value ($000) $21,502 Shares 257,747 Est. Cost $64.49 Unrealized -2.7%
Alphabet Inc Cl A 1.0%
Value ($000) $21,488 Shares 30,544 Est. Cost $775.64 Unrealized
SAP SAP SE ADR 1.0%
Value ($000) $21,248 Shares 283,234 Est. Cost $78.60 Unrealized
AXP American Express Co 1.0%
Value ($000) $20,654 Shares 339,914 Est. Cost $59.78 Unrealized -7.6%
GlaxoSmithkline PLC ADR 0.9%
Value ($000) $19,979 Shares 460,979 Est. Cost $49.65 Unrealized
Rockwell Collins Inc 0.9%
Value ($000) $19,784 Shares 232,375 Est. Cost $64.27 Unrealized
EMC Corp 0.9%
Value ($000) $19,557 Shares 719,808 Est. Cost $24.02 Unrealized
Air Lease Corp 0.9%
Value ($000) $19,428 Shares 725,474 Est. Cost $31.94 Unrealized
Synchrony Financial 0.8%
Value ($000) $18,081 Shares 715,200 Est. Cost $29.33 Unrealized
EMR Emerson Electric Co 0.7%
Value ($000) $15,701 Shares 301,025 Est. Cost $40.08 Unrealized +3.6%
Celgene Corp 0.7%
Value ($000) $14,154 Shares 143,502 Est. Cost $107.97 Unrealized
BIIB Biogen Inc 0.7%
Value ($000) $14,003 Shares 57,904 Est. Cost $324.70 Unrealized -18.8%
MET Metlife Inc 0.6%
Value ($000) $13,503 Shares 339,014 Est. Cost $26.53 Unrealized +6.1%
SPY SPDR S&P 500 ETF Trust 0.6%
Value ($000) $13,461 Shares 64,262 Est. Cost $189.16 Unrealized
XOM Exxon Mobil Corp 0.6%
Value ($000) $13,277 Shares 141,634 Est. Cost $53.69 Unrealized +7.8%
Broadcom Ltd 0.6%
Value ($000) $13,144 Shares 84,585 Est. Cost $155.39 Unrealized
UPS United Parcel Service Inc Cl B 0.6%
Value ($000) $12,884 Shares 119,615 Est. Cost $56.38 Unrealized +29.6%
Kansas City Southern Industrie 0.6%
Value ($000) $12,847 Shares 142,600 Est. Cost $105.61 Unrealized
PFE Pfizer Inc 0.6%
Value ($000) $12,252 Shares 347,982 Est. Cost $17.57 Unrealized +19.8%
VOD Vodafone Group Inc 0.5%
Value ($000) $11,429 Shares 369,993 Est. Cost $32.89 Unrealized
TEVA Teva Pharmaceutical Industries 0.5%
Value ($000) $9,687 Shares 192,847 Est. Cost $52.47 Unrealized
COP ConocoPhillips 0.4%
Value ($000) $9,417 Shares 215,987 Est. Cost $39.84 Unrealized -17.7%
CVX Chevron Corp 0.4%
Value ($000) $9,355 Shares 89,243 Est. Cost $68.28 Unrealized -2.2%
CB Chubb Ltd 0.4%
Value ($000) $9,273 Shares 70,944 Est. Cost $96.21 Unrealized +7.7%
Torchmark Corp 0.4%
Value ($000) $8,903 Shares 144,013 Est. Cost $60.88 Unrealized
JPM J P Morgan Chase & Co 0.4%
Value ($000) $7,913 Shares 127,337 Est. Cost $41.92 Unrealized +15.3%
PM Philip Morris International In 0.4%
Value ($000) $7,604 Shares 74,752 Est. Cost $49.82 Unrealized +23.2%
NSC Norfolk Southern Corp 0.3%
Value ($000) $7,484 Shares 87,920 Est. Cost $57.67 Unrealized +20.9%
AIG American International Group I 0.3%
Value ($000) $6,551 Shares 123,868 Est. Cost $39.30 Unrealized +10.2%
ALL Allstate Corp 0.3%
Value ($000) $6,526 Shares 93,300 Est. Cost $37.26 Unrealized +45.2%
BK Bank Of New York Mellon Corp 0.3%
Value ($000) $6,382 Shares 164,260 Est. Cost $23.86 Unrealized +30.0%
NWL Newell Brands Inc 0.3%
Value ($000) $6,351 Shares 130,770 Est. Cost $31.16 Unrealized +0.6%
IBM International Business Machine 0.3%
Value ($000) $6,187 Shares 40,765 Est. Cost $118.36 Unrealized -19.6%
AMP Ameriprise Financial Inc 0.3%
Value ($000) $6,044 Shares 67,270 Est. Cost $60.12 Unrealized +31.7%
TMO Thermo Fisher Scientific Inc 0.3%
Value ($000) $5,990 Shares 40,542 Est. Cost $126.49 Unrealized +13.5%
QCOM Qualcomm Inc 0.3%
Value ($000) $5,930 Shares 110,690 Est. Cost $43.22 Unrealized -6.8%
MO Altria Group Inc 0.2%
Value ($000) $5,281 Shares 76,578 Est. Cost $16.53 Unrealized +100.9%
MSFT Microsoft Corp 0.2%
Value ($000) $4,859 Shares 94,961 Est. Cost $26.70 Unrealized +72.2%
LMT Lockheed Martin Corp 0.2%
Value ($000) $4,716 Shares 19,002 Est. Cost $71.65 Unrealized +154.5%
M Macys Inc 0.2%
Value ($000) $4,713 Shares 140,214 Est. Cost $35.81 Unrealized 0.0%
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $4,130 Shares 56,158 Est. Cost $29.43 Unrealized +71.6%
E I Du Pont De Nemours & Co 0.2%
Value ($000) $4,117 Shares 63,538 Est. Cost $57.43 Unrealized
KO Coca Cola Co 0.2%
Value ($000) $3,806 Shares 83,954 Est. Cost $27.94 Unrealized +19.2%
PowerShares Financial Preferre 0.2%
Value ($000) $3,761 Shares 196,000 Est. Cost $17.90 Unrealized
Walgreen Boots Alliance Inc 0.2%
Value ($000) $3,725 Shares 44,737 Est. Cost $83.41 Unrealized
BAC Bank Of America Corp 0.2%
Value ($000) $3,498 Shares 263,585 Est. Cost $10.22 Unrealized +11.0%
MDLZ Mondelez International Inc 0.2%
Value ($000) $3,372 Shares 74,087 Est. Cost $25.82 Unrealized +34.9%
COST Costco Wholesale Corp 0.2%
Value ($000) $3,271 Shares 20,826 Est. Cost $87.23 Unrealized +46.8%
DKS Dick's Sporting Goods Inc 0.2%
Value ($000) $3,228 Shares 71,630 Est. Cost $33.87 Unrealized -1.7%
TJX TJX Cos Inc 0.1%
Value ($000) $3,174 Shares 41,100 Est. Cost $20.82 Unrealized +60.2%
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $3,038 Shares 14 Est. Cost $172085.25 Unrealized +24.6%
Powershares QQQ Trust 0.1%
Value ($000) $3,011 Shares 27,997 Est. Cost $71.79 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $2,969 Shares 53,174 Est. Cost $26.88 Unrealized +17.1%
WFC Wells Fargo & Co 0.1%
Value ($000) $2,596 Shares 54,841 Est. Cost $27.36 Unrealized +36.0%
BAX Baxter International Inc 0.1%
Value ($000) $2,522 Shares 55,775 Est. Cost $30.98 Unrealized +21.0%
HD Home Depot Inc 0.1%
Value ($000) $2,376 Shares 18,604 Est. Cost $56.31 Unrealized +86.4%
SIEGY Siemens A G Sponsored ADR 0.1%
Value ($000) $2,320 Shares 22,615 Est. Cost $109.77 Unrealized
PFF IShares Preferred Stock ETF 0.1%
Value ($000) $2,266 Shares 56,796 Est. Cost $39.38 Unrealized
LQD IShares IBoxx Investment Grade 0.1%
Value ($000) $2,174 Shares 17,715 Est. Cost $115.05 Unrealized
T A T & T Inc 0.1%
Value ($000) $2,038 Shares 47,158 Est. Cost $11.60 Unrealized +30.2%
Powershares Preferred Portfoli 0.1%
Value ($000) $2,029 Shares 133,130 Est. Cost $14.31 Unrealized
Bed Bath & Beyond Inc 0.1%
Value ($000) $1,869 Shares 43,233 Est. Cost $68.90 Unrealized
IP International Paper Co 0.1%
Value ($000) $1,866 Shares 44,040 Est. Cost $26.14 Unrealized +0.6%
AGG IShares Core U S Aggregate Bon 0.1%
Value ($000) $1,862 Shares 16,532 Est. Cost $107.85 Unrealized
Express Scripts Holding Co 0.1%
Value ($000) $1,777 Shares 23,441 Est. Cost $61.74 Unrealized
Seacor Holdings Inc 0.1%
Value ($000) $1,769 Shares 30,528 Est. Cost $83.06 Unrealized
ABBV Abbvie Inc 0.1%
Value ($000) $1,760 Shares 28,432 Est. Cost $27.74 Unrealized +47.7%
WLY John Wiley & Sons Inc Cl A 0.1%
Value ($000) $1,751 Shares 33,549 Est. Cost $27.09 Unrealized +38.6%
FIS Fidelity National Information 0.1%
Value ($000) $1,652 Shares 22,424 Est. Cost $34.36 Unrealized +73.2%
Twenty-First Century Fox Inc C 0.1%
Value ($000) $1,632 Shares 60,314 Est. Cost $31.85 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $1,612 Shares 41,012 Est. Cost $29.35 Unrealized +13.6%
MCD McDonalds Corp 0.1%
Value ($000) $1,453 Shares 12,071 Est. Cost $71.27 Unrealized +39.1%
AMZN Amazon.Com Inc 0.1%
Value ($000) $1,442 Shares 2,015 Est. Cost $18.13 Unrealized +86.5%
Brookfield Asset Management Cl 0.1%
Value ($000) $1,337 Shares 40,417 Est. Cost $36.02 Unrealized
BP BP PLC Sponsored ADR 0.1%
Value ($000) $1,322 Shares 37,218 Est. Cost $41.74 Unrealized
ESS Essex Property Trust Inc 0.1%
Value ($000) $1,302 Shares 5,708 Est. Cost $121.84 Unrealized +33.1%
CWI SPDR MSCI All Country World Ex 0.1%
Value ($000) $1,281 Shares 42,076 Est. Cost $32.80 Unrealized
NVS Novartis AG Sponsored ADR 0.1%
Value ($000) $1,261 Shares 15,280 Est. Cost $73.03 Unrealized
KHC Kraft Heinz Co 0.1%
Value ($000) $1,224 Shares 13,839 Est. Cost $47.89 Unrealized +11.9%
XLK Technology Sector SPDR 0.1%
Value ($000) $1,178 Shares 27,168 Est. Cost $42.12 Unrealized
WTM White Mountains Insurance Grou 0.1%
Value ($000) $1,089 Shares 1,293 Est. Cost $583.58 Unrealized +39.8%
D Dominion Resources Inc 0.0%
Value ($000) $1,038 Shares 13,316 Est. Cost $35.87 Unrealized +33.1%
FNF Fidelity National Financial Cl 0.0%
Value ($000) $1,025 Shares 27,337 Est. Cost $12.25 Unrealized +32.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $1,018 Shares 6,000 Est. Cost $78.11 Unrealized +77.1%
ELME Washington Real Estate Investm 0.0%
Value ($000) $985 Shares 31,325 Est. Cost $26.90 Unrealized
Varian Medical Systems Inc 0.0%
Value ($000) $956 Shares 11,620 Est. Cost $67.45 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $947 Shares 16,573 Est. Cost $32.91 Unrealized +41.1%
DHR Danaher Corp 0.0%
Value ($000) $908 Shares 8,990 Est. Cost $34.85 Unrealized +15.0%
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $906 Shares 18,213 Est. Cost $48.85 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $904 Shares 19,950 Est. Cost $33.21 Unrealized +2.8%
L Loews Corp 0.0%
Value ($000) $857 Shares 20,850 Est. Cost $42.08 Unrealized -9.8%
Alleghany Corp 0.0%
Value ($000) $836 Shares 1,521 Est. Cost $383.27 Unrealized
XLE Energy Sector SPDR 0.0%
Value ($000) $807 Shares 11,825 Est. Cost $60.30 Unrealized
INTC Intel Corp 0.0%
Value ($000) $763 Shares 23,265 Est. Cost $17.87 Unrealized +40.6%
KIM Kimco Realty Corp 0.0%
Value ($000) $753 Shares 24,000 Est. Cost $12.61 Unrealized +41.8%
NEE NextEra Energy Inc 0.0%
Value ($000) $736 Shares 5,647 Est. Cost $15.16 Unrealized +55.0%
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $721 Shares 28,000 Est. Cost $25.97 Unrealized -32.8%
UDR UDR Inc 0.0%
Value ($000) $698 Shares 18,912 Est. Cost $15.84 Unrealized +60.7%
NVO Novo Nordisk AS Sponsored ADR 0.0%
Value ($000) $679 Shares 12,625 Est. Cost $67.80 Unrealized
CSCO Cisco Systems Inc 0.0%
Value ($000) $674 Shares 23,505 Est. Cost $17.84 Unrealized +16.9%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $666 Shares 5,875 Est. Cost $68.08 Unrealized +46.7%
Janus Capital Group Inc 0.0%
Value ($000) $557 Shares 40,000 Est. Cost $8.51 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $550 Shares 18,786 Est. Cost $51.20 Unrealized
Questar Corp 0.0%
Value ($000) $548 Shares 21,600 Est. Cost $23.86 Unrealized
EFA IShares Trust MSCI EAFE ETF 0.0%
Value ($000) $535 Shares 9,589 Est. Cost $57.68 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $513 Shares 3,685 Est. Cost $61.92 Unrealized +82.6%
SMH Van Eck Vectors Semiconductor 0.0%
Value ($000) $510 Shares 8,950 Est. Cost $56.98 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $510 Shares 12,467 Est. Cost $31.29 Unrealized +10.5%
Waddell & Reed Financial Inc C 0.0%
Value ($000) $488 Shares 28,349 Est. Cost $43.49 Unrealized
SO Southern Co 0.0%
Value ($000) $476 Shares 8,878 Est. Cost $26.88 Unrealized +25.1%
PPL PPL Corp 0.0%
Value ($000) $455 Shares 12,064 Est. Cost $16.96 Unrealized +46.1%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $451 Shares 5,970 Est. Cost $57.84 Unrealized -1.9%
Mastercard Inc Class A 0.0%
Value ($000) $449 Shares 5,095 Est. Cost $128.74 Unrealized
XLF Financial Sector SPDR 0.0%
Value ($000) $434 Shares 19,000 Est. Cost $21.23 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $424 Shares 4,946 Est. Cost $42.86 Unrealized +25.6%
STT State Street Corp 0.0%
Value ($000) $424 Shares 7,862 Est. Cost $44.77 Unrealized +0.8%
V Visa Inc Cl A 0.0%
Value ($000) $420 Shares 5,665 Est. Cost $73.22 Unrealized 0.0%
St. Jude Medical Inc 0.0%
Value ($000) $418 Shares 5,355 Est. Cost $47.87 Unrealized
RY Royal Bank Of Canada 0.0%
Value ($000) $414 Shares 7,010 Est. Cost $62.55 Unrealized -3.9%
AMGN Amgen Inc 0.0%
Value ($000) $410 Shares 2,692 Est. Cost $83.25 Unrealized +40.2%
NTRS Northern Trust Corp 0.0%
Value ($000) $398 Shares 6,000 Est. Cost $40.35 Unrealized +32.6%
EXC Exelon Corp 0.0%
Value ($000) $397 Shares 10,905 Est. Cost $14.18 Unrealized +24.5%
Buckeye Partners L P 0.0%
Value ($000) $389 Shares 5,525 Est. Cost $76.52 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $386 Shares 4,200 Est. Cost $45.09 Unrealized +59.2%
WPP WPP Group PLC Spon ADR 0.0%
Value ($000) $382 Shares 3,652 Est. Cost $85.37 Unrealized
QEP Resources Inc 0.0%
Value ($000) $381 Shares 21,600 Est. Cost $27.76 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $381 Shares 2,768 Est. Cost $63.80 Unrealized +47.2%
SCHF Schwab International Equity ET 0.0%
Value ($000) $378 Shares 13,946 Est. Cost $27.07 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $377 Shares 9,885 Est. Cost $34.44 Unrealized +18.7%
TGT Target Corp 0.0%
Value ($000) $367 Shares 5,255 Est. Cost $44.82 Unrealized +25.2%
Currencyshares British Pound S 0.0%
Value ($000) $364 Shares 2,800 Est. Cost $150.00 Unrealized
LOW Lowes Cos Inc 0.0%
Value ($000) $354 Shares 4,470 Est. Cost $32.16 Unrealized +101.5%
GLW Corning Inc 0.0%
Value ($000) $338 Shares 16,506 Est. Cost $10.91 Unrealized +42.2%
National Grid PLC Sponsored AD 0.0%
Value ($000) $333 Shares 4,485 Est. Cost $63.74 Unrealized
ITC Holdings Corp 0.0%
Value ($000) $327 Shares 6,984 Est. Cost $44.12 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $326 Shares 4,000 Est. Cost $46.22 Unrealized +36.3%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $322 Shares 4,409 Est. Cost $19.65 Unrealized -0.7%
Anadarko Petroleum Corp 0.0%
Value ($000) $321 Shares 6,030 Est. Cost $51.66 Unrealized
Dow Chemical Co 0.0%
Value ($000) $321 Shares 6,466 Est. Cost $32.13 Unrealized
Consumer Staples Select Sector 0.0%
Value ($000) $320 Shares 5,800 Est. Cost $50.52 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $314 Shares 3,766 Est. Cost $59.32 Unrealized 0.0%
HSY Hershey Foods Corp 0.0%
Value ($000) $307 Shares 2,706 Est. Cost $65.69 Unrealized +13.3%
First Trust Senior Loan ETF 0.0%
Value ($000) $296 Shares 6,200 Est. Cost $49.39 Unrealized
PPH Van Eck Vectors Pharmaceutical 0.0%
Value ($000) $293 Shares 5,000 Est. Cost $58.60 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $290 Shares 3,600 Est. Cost $36.43 Unrealized +45.9%
Era Group Inc 0.0%
Value ($000) $287 Shares 30,528 Est. Cost $26.14 Unrealized
AEP American Electric Power Inc 0.0%
Value ($000) $285 Shares 4,065 Est. Cost $34.90 Unrealized +33.6%
CBS Corp Cl B 0.0%
Value ($000) $284 Shares 5,216 Est. Cost $54.45 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $277 Shares 1,952 Est. Cost $71.37 Unrealized +47.0%
IQ 50 Percent Hedged FTSE Euro 0.0%
Value ($000) $273 Shares 16,000 Est. Cost $17.63 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $268 Shares 3,020 Est. Cost $75.03 Unrealized
DVY IShares Dow Jones Select Divid 0.0%
Value ($000) $264 Shares 3,100 Est. Cost $65.78 Unrealized
Allergan PLC 0.0%
Value ($000) $263 Shares 1,140 Est. Cost $230.70 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $260 Shares 18,792 Est. Cost $22.39 Unrealized -45.5%
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $257 Shares 4,748 Est. Cost $54.13 Unrealized
Vectren Corp 0.0%
Value ($000) $253 Shares 4,795 Est. Cost $41.92 Unrealized
BMO Bank Of Montreal 0.0%
Value ($000) $249 Shares 3,933 Est. Cost $43.01 Unrealized +0.0%
Signature Bank 0.0%
Value ($000) $240 Shares 1,925 Est. Cost $84.93 Unrealized
Shaw Communications Inc Cl B 0.0%
Value ($000) $240 Shares 12,500 Est. Cost $24.04 Unrealized
Reynolds American Inc 0.0%
Value ($000) $237 Shares 4,400 Est. Cost $44.17 Unrealized
ALV Autoliv Inc 0.0%
Value ($000) $231 Shares 2,148 Est. Cost $54.24 Unrealized +26.0%
Avangrid Inc 0.0%
Value ($000) $230 Shares 4,999 Est. Cost $40.21 Unrealized
EG Everest Re Group Ltd 0.0%
Value ($000) $228 Shares 1,250 Est. Cost $118.31 Unrealized +27.0%
PSX Phillips 66 0.0%
Value ($000) $227 Shares 2,858 Est. Cost $40.44 Unrealized +40.2%
CBT Cabot Corp 0.0%
Value ($000) $219 Shares 4,800 Est. Cost $33.82 Unrealized +8.8%
PowerShares Senior Loan Portfo 0.0%
Value ($000) $219 Shares 9,525 Est. Cost $22.99 Unrealized
LXRX Lexicon Genetics Inc 0.0%
Value ($000) $214 Shares 14,903 Est. Cost $10.92 Unrealized +24.2%
JPMorgan Alerian MLP Index 0.0%
Value ($000) $205 Shares 6,430 Est. Cost $31.88 Unrealized
IWF IShares Russell 1000 Growth ET 0.0%
Value ($000) $205 Shares 2,041 Est. Cost $72.61 Unrealized
DTE DTE Energy Company 0.0%
Value ($000) $203 Shares 2,050 Est. Cost $56.09 Unrealized 0.0%
HE Hawaiian Electric Industries I 0.0%
Value ($000) $201 Shares 6,115 Est. Cost $32.95 Unrealized 0.0%
Maiden Holdings Ltd 0.0%
Value ($000) $174 Shares 14,200 Est. Cost $11.24 Unrealized
NWSA News Corp New Cl A 0.0%
Value ($000) $155 Shares 13,653 Est. Cost $13.21 Unrealized -18.5%
Marathon Oil Corp 0.0%
Value ($000) $150 Shares 10,000 Est. Cost $34.59 Unrealized
Encana Corp 0.0%
Value ($000) $81 Shares 10,370 Est. Cost $17.39 Unrealized
McDermott International Inc 0.0%
Value ($000) $58 Shares 11,670 Est. Cost $8.53 Unrealized
Contrafect Corp 0.0%
Value ($000) $43 Shares 15,000 Est. Cost $4.47 Unrealized