KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 26, 2017

Total Value ($000): $2,289,323 (100.0% shares, 0.0% debt)

Holdings (227)

DIS Disney Walt Co 9.1%
Value ($000) $208,097 Shares 1,996,714 Est. Cost $56.78 Unrealized +59.8%
BRK/B Berkshire Hathaway Inc Cl B 6.8%
Value ($000) $156,481 Shares 960,125 Est. Cost $110.88 Unrealized +38.9%
PEP Pepsico Inc 6.1%
Value ($000) $139,577 Shares 1,334,010 Est. Cost $56.41 Unrealized +40.7%
JNJ Johnson & Johnson Co 3.8%
Value ($000) $87,497 Shares 759,452 Est. Cost $60.16 Unrealized +49.1%
UNP Union Pacific Corp 2.9%
Value ($000) $66,383 Shares 640,261 Est. Cost $66.63 Unrealized +20.5%
CMCSA Comcast Corp Cl A 2.4%
Value ($000) $54,684 Shares 791,949 Est. Cost $19.60 Unrealized +36.8%
PG Procter & Gamble Co 2.4%
Value ($000) $54,098 Shares 643,407 Est. Cost $55.35 Unrealized +20.6%
General Electric Co 2.3%
Value ($000) $53,500 Shares 1,693,045 Est. Cost $23.38 Unrealized
MMM 3M CO 2.1%
Value ($000) $46,990 Shares 263,144 Est. Cost $62.09 Unrealized +71.1%
HON Honeywell International Inc 1.9%
Value ($000) $42,987 Shares 371,056 Est. Cost $55.30 Unrealized +52.2%
Royal Dutch Shell PLC Cl A Spo 1.8%
Value ($000) $41,211 Shares 757,825 Est. Cost $61.97 Unrealized
Hess Corp 1.8%
Value ($000) $40,246 Shares 646,109 Est. Cost $67.13 Unrealized
FDX Fedex Corp 1.7%
Value ($000) $38,584 Shares 207,216 Est. Cost $101.43 Unrealized +56.1%
Time Warner Inc 1.5%
Value ($000) $35,358 Shares 366,292 Est. Cost $73.32 Unrealized
Raytheon Co 1.5%
Value ($000) $35,161 Shares 247,611 Est. Cost $68.58 Unrealized
SLB Schlumberger Ltd 1.5%
Value ($000) $35,144 Shares 418,624 Est. Cost $53.56 Unrealized +17.7%
United Technologies Corp 1.5%
Value ($000) $34,435 Shares 314,127 Est. Cost $93.99 Unrealized
CL Colgate Palmolive Co 1.4%
Value ($000) $33,118 Shares 506,084 Est. Cost $44.72 Unrealized +23.8%
Air Lease Corp 1.4%
Value ($000) $31,695 Shares 923,260 Est. Cost $32.40 Unrealized
AAPL Apple Inc 1.3%
Value ($000) $30,238 Shares 261,079 Est. Cost $23.71 Unrealized +10.0%
AMT American Tower Corp 1.3%
Value ($000) $29,259 Shares 276,866 Est. Cost $60.94 Unrealized +41.7%
MDT Medtronic PLC 1.2%
Value ($000) $27,519 Shares 386,337 Est. Cost $58.23 Unrealized +7.1%
Synchrony Financial 1.2%
Value ($000) $27,309 Shares 752,952 Est. Cost $29.64 Unrealized
Laboratory Corp America Holdin 1.2%
Value ($000) $26,965 Shares 210,043 Est. Cost $108.73 Unrealized
HIG Hartford Financial Services Gr 1.2%
Value ($000) $26,337 Shares 552,708 Est. Cost $23.13 Unrealized +62.6%
ITW Illinois Tool Works 1.1%
Value ($000) $26,121 Shares 213,305 Est. Cost $51.25 Unrealized +89.6%
Alphabet Inc Cl C 1.1%
Value ($000) $26,070 Shares 33,777 Est. Cost $757.59 Unrealized
Alphabet Inc Cl A 1.1%
Value ($000) $25,384 Shares 32,033 Est. Cost $776.45 Unrealized
AXP American Express Co 1.1%
Value ($000) $25,274 Shares 341,169 Est. Cost $59.78 Unrealized +2.0%
Broadcom Ltd 1.1%
Value ($000) $25,075 Shares 141,851 Est. Cost $163.21 Unrealized
MRK Merck & Co Inc 1.1%
Value ($000) $24,931 Shares 423,492 Est. Cost $37.94 Unrealized +16.2%
PYPL PayPal Holdings Inc 1.1%
Value ($000) $24,267 Shares 614,826 Est. Cost $35.96 Unrealized +11.5%
META Facebook Inc Cl A 1.1%
Value ($000) $24,249 Shares 210,770 Est. Cost $92.41 Unrealized +32.0%
WY Weyerhaeuser Co 1.0%
Value ($000) $23,979 Shares 796,909 Est. Cost $20.40 Unrealized +6.2%
Kansas City Southern Industrie 1.0%
Value ($000) $23,965 Shares 282,438 Est. Cost $95.33 Unrealized
SAP SAP SE ADR 1.0%
Value ($000) $23,572 Shares 272,732 Est. Cost $78.60 Unrealized
NWL Newell Brands Inc 1.0%
Value ($000) $23,463 Shares 525,499 Est. Cost $32.34 Unrealized +1.1%
LLY Eli Lilly & Co 1.0%
Value ($000) $23,429 Shares 318,541 Est. Cost $43.16 Unrealized +48.8%
CCI Crown Castle International Cor 1.0%
Value ($000) $21,875 Shares 252,106 Est. Cost $54.04 Unrealized +10.5%
Rockwell Collins Inc 1.0%
Value ($000) $21,804 Shares 235,061 Est. Cost $64.27 Unrealized
MET Metlife Inc 0.9%
Value ($000) $21,008 Shares 389,819 Est. Cost $27.08 Unrealized +24.5%
NEM Newmont Mining Corp 0.9%
Value ($000) $20,910 Shares 613,750 Est. Cost $21.94 Unrealized +22.5%
EMR Emerson Electric Co 0.8%
Value ($000) $19,215 Shares 344,655 Est. Cost $40.40 Unrealized +6.1%
GlaxoSmithkline PLC ADR 0.8%
Value ($000) $18,575 Shares 482,347 Est. Cost $49.15 Unrealized
YUM Yum Brands Inc 0.8%
Value ($000) $17,777 Shares 280,702 Est. Cost $39.31 Unrealized +35.6%
BIIB Biogen Inc 0.8%
Value ($000) $17,513 Shares 61,756 Est. Cost $322.97 Unrealized -8.2%
Celgene Corp 0.8%
Value ($000) $17,225 Shares 148,812 Est. Cost $108.21 Unrealized
SPY SPDR S&P 500 ETF Trust 0.6%
Value ($000) $14,683 Shares 65,689 Est. Cost $194.84 Unrealized
UPS United Parcel Service Inc Cl B 0.6%
Value ($000) $14,087 Shares 122,879 Est. Cost $57.16 Unrealized +40.4%
XOM Exxon Mobil Corp 0.6%
Value ($000) $13,522 Shares 149,818 Est. Cost $53.97 Unrealized +7.8%
JPM J P Morgan Chase & Co 0.6%
Value ($000) $13,468 Shares 156,079 Est. Cost $45.17 Unrealized +32.6%
COP ConocoPhillips 0.5%
Value ($000) $12,484 Shares 248,989 Est. Cost $39.13 Unrealized -11.1%
CVX Chevron Corp 0.5%
Value ($000) $10,770 Shares 91,501 Est. Cost $68.36 Unrealized +8.0%
Torchmark Corp 0.5%
Value ($000) $10,622 Shares 144,013 Est. Cost $60.88 Unrealized
NSC Norfolk Southern Corp 0.5%
Value ($000) $10,328 Shares 95,570 Est. Cost $59.78 Unrealized +40.5%
GILD Gilead Sciences Inc 0.4%
Value ($000) $10,273 Shares 143,452 Est. Cost $64.49 Unrealized -17.5%
PFE Pfizer Inc 0.4%
Value ($000) $9,864 Shares 303,709 Est. Cost $17.69 Unrealized +15.9%
CVS CVS Health Corp 0.4%
Value ($000) $9,250 Shares 117,226 Est. Cost $68.14 Unrealized -10.4%
CB Chubb Ltd 0.4%
Value ($000) $8,959 Shares 67,813 Est. Cost $96.21 Unrealized +12.6%
QCOM Qualcomm Inc 0.4%
Value ($000) $8,754 Shares 134,257 Est. Cost $44.73 Unrealized +16.8%
BK Bank Of New York Mellon Corp 0.3%
Value ($000) $7,660 Shares 161,667 Est. Cost $24.43 Unrealized +45.3%
AMP Ameriprise Financial Inc 0.3%
Value ($000) $7,463 Shares 67,270 Est. Cost $60.12 Unrealized +46.4%
AIG American International Group I 0.3%
Value ($000) $7,395 Shares 113,224 Est. Cost $39.36 Unrealized +26.5%
YUMC Yum China Holdings Inc 0.3%
Value ($000) $7,341 Shares 281,027 Est. Cost $26.68 Unrealized 0.0%
VOD Vodafone Group Inc 0.3%
Value ($000) $7,320 Shares 299,651 Est. Cost $32.89 Unrealized
BAC Bank Of America Corp 0.3%
Value ($000) $7,056 Shares 319,261 Est. Cost $10.87 Unrealized +44.3%
ALL Allstate Corp 0.3%
Value ($000) $6,589 Shares 88,900 Est. Cost $37.26 Unrealized +54.2%
IBM International Business Machine 0.3%
Value ($000) $6,553 Shares 39,479 Est. Cost $118.36 Unrealized -12.9%
PM Philip Morris International In 0.3%
Value ($000) $6,080 Shares 66,457 Est. Cost $50.32 Unrealized +15.7%
MSFT Microsoft Corp 0.3%
Value ($000) $5,827 Shares 93,780 Est. Cost $28.97 Unrealized +86.2%
MO Altria Group Inc 0.2%
Value ($000) $5,412 Shares 80,032 Est. Cost $17.35 Unrealized +95.9%
LMT Lockheed Martin Corp 0.2%
Value ($000) $4,491 Shares 17,967 Est. Cost $71.65 Unrealized +173.5%
Walgreen Boots Alliance Inc 0.2%
Value ($000) $4,175 Shares 50,444 Est. Cost $83.33 Unrealized
MDLZ Mondelez International Inc 0.2%
Value ($000) $4,129 Shares 93,139 Est. Cost $27.91 Unrealized +24.5%
TJX TJX Cos Inc 0.2%
Value ($000) $4,122 Shares 54,860 Est. Cost $24.02 Unrealized +38.3%
E I Du Pont De Nemours & Co 0.2%
Value ($000) $3,522 Shares 47,981 Est. Cost $57.43 Unrealized
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $3,517 Shares 60,182 Est. Cost $30.11 Unrealized +31.3%
AMZN Amazon.Com Inc 0.2%
Value ($000) $3,515 Shares 4,687 Est. Cost $30.47 Unrealized +28.6%
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $3,505 Shares 24,838 Est. Cost $126.49 Unrealized +13.6%
PowerShares Financial Preferre 0.2%
Value ($000) $3,488 Shares 194,200 Est. Cost $17.90 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $3,417 Shares 14 Est. Cost $172085.25 Unrealized +34.1%
WFC Wells Fargo & Co 0.1%
Value ($000) $3,369 Shares 61,124 Est. Cost $28.44 Unrealized +37.2%
HD Home Depot Inc 0.1%
Value ($000) $3,313 Shares 24,709 Est. Cost $68.40 Unrealized +51.2%
DKS Dick's Sporting Goods Inc 0.1%
Value ($000) $3,222 Shares 60,670 Est. Cost $33.87 Unrealized +30.1%
COST Costco Wholesale Corp 0.1%
Value ($000) $3,189 Shares 19,916 Est. Cost $87.23 Unrealized +48.8%
Powershares QQQ Trust 0.1%
Value ($000) $2,939 Shares 24,802 Est. Cost $71.79 Unrealized
Dow Chemical Co 0.1%
Value ($000) $2,848 Shares 49,765 Est. Cost $53.97 Unrealized
KO Coca Cola Co 0.1%
Value ($000) $2,822 Shares 68,068 Est. Cost $27.94 Unrealized +11.7%
Twenty-First Century Fox Inc C 0.1%
Value ($000) $2,656 Shares 94,714 Est. Cost $30.35 Unrealized
T A T & T Inc 0.1%
Value ($000) $2,411 Shares 56,683 Est. Cost $12.23 Unrealized +26.4%
Express Scripts Holding Co 0.1%
Value ($000) $2,365 Shares 34,381 Est. Cost $64.14 Unrealized
IP International Paper Co 0.1%
Value ($000) $2,337 Shares 44,040 Est. Cost $26.14 Unrealized +19.5%
SIEGY Siemens A G Sponsored ADR 0.1%
Value ($000) $2,295 Shares 18,750 Est. Cost $109.77 Unrealized
Mastercard Inc Class A 0.1%
Value ($000) $2,193 Shares 21,240 Est. Cost $109.18 Unrealized
Seacor Holdings Inc 0.1%
Value ($000) $2,176 Shares 30,528 Est. Cost $83.06 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $2,153 Shares 40,336 Est. Cost $26.88 Unrealized +15.3%
PFF IShares Preferred Stock ETF 0.1%
Value ($000) $2,115 Shares 56,841 Est. Cost $39.38 Unrealized
NVS Novartis AG Sponsored ADR 0.1%
Value ($000) $2,104 Shares 28,880 Est. Cost $72.95 Unrealized
LQD IShares IBoxx Investment Grade 0.1%
Value ($000) $2,076 Shares 17,715 Est. Cost $115.05 Unrealized
BAX Baxter International Inc 0.1%
Value ($000) $1,941 Shares 43,781 Est. Cost $30.98 Unrealized +28.3%
V Visa Inc Cl A 0.1%
Value ($000) $1,925 Shares 24,670 Est. Cost $74.78 Unrealized +0.9%
Powershares Preferred Portfoli 0.1%
Value ($000) $1,894 Shares 133,130 Est. Cost $14.31 Unrealized
EOG EOG Resources Inc 0.1%
Value ($000) $1,882 Shares 18,616 Est. Cost $65.25 Unrealized +10.9%
WLY John Wiley & Sons Inc Cl A 0.1%
Value ($000) $1,812 Shares 33,239 Est. Cost $27.09 Unrealized +48.4%
SBUX Starbucks Corp 0.1%
Value ($000) $1,792 Shares 32,273 Est. Cost $39.23 Unrealized +16.2%
XRAY Dentsply Sirona Inc 0.1%
Value ($000) $1,762 Shares 30,513 Est. Cost $61.20 Unrealized -3.5%
AGG IShares Core U S Aggregate Bon 0.1%
Value ($000) $1,759 Shares 16,281 Est. Cost $107.85 Unrealized
FIS Fidelity National Information 0.1%
Value ($000) $1,696 Shares 22,419 Est. Cost $34.36 Unrealized +89.1%
CSCO Cisco Systems Inc 0.1%
Value ($000) $1,627 Shares 53,829 Est. Cost $20.77 Unrealized +11.0%
WMT Wal Mart Stores Inc 0.1%
Value ($000) $1,566 Shares 22,654 Est. Cost $19.86 Unrealized +0.3%
ABBV Abbvie Inc 0.1%
Value ($000) $1,494 Shares 23,857 Est. Cost $27.74 Unrealized +50.6%
Brookfield Asset Management Cl 0.1%
Value ($000) $1,448 Shares 43,857 Est. Cost $35.83 Unrealized
Delphi Automotive Ltd 0.1%
Value ($000) $1,429 Shares 21,215 Est. Cost $71.32 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $1,425 Shares 11,709 Est. Cost $71.27 Unrealized +32.3%
BP BP PLC Sponsored ADR 0.1%
Value ($000) $1,354 Shares 36,218 Est. Cost $41.74 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $1,342 Shares 34,946 Est. Cost $29.35 Unrealized +14.6%
KHC Kraft Heinz Co 0.1%
Value ($000) $1,335 Shares 15,289 Est. Cost $48.70 Unrealized +15.9%
ESS Essex Property Trust Inc 0.1%
Value ($000) $1,327 Shares 5,708 Est. Cost $121.84 Unrealized +30.7%
CWI SPDR MSCI All Country World Ex 0.1%
Value ($000) $1,296 Shares 41,161 Est. Cost $32.80 Unrealized
TEVA Teva Pharmaceutical Industries 0.1%
Value ($000) $1,280 Shares 35,311 Est. Cost $52.47 Unrealized
SCHX Schwab US Large Cap ETF 0.0%
Value ($000) $1,124 Shares 21,105 Est. Cost $49.51 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $1,110 Shares 19,675 Est. Cost $49.27 Unrealized 0.0%
MS Morgan Stanley 0.0%
Value ($000) $1,108 Shares 26,234 Est. Cost $29.14 Unrealized 0.0%
C Citigroup Inc 0.0%
Value ($000) $1,099 Shares 18,491 Est. Cost $40.63 Unrealized 0.0%
Xilinx Inc 0.0%
Value ($000) $1,083 Shares 17,944 Est. Cost $60.35 Unrealized
WTM White Mountains Insurance Grou 0.0%
Value ($000) $1,081 Shares 1,293 Est. Cost $583.58 Unrealized +43.6%
HAL Halliburton Co 0.0%
Value ($000) $1,079 Shares 19,950 Est. Cost $33.21 Unrealized +25.6%
NKE Nike Inc Cl B 0.0%
Value ($000) $1,051 Shares 20,683 Est. Cost $47.06 Unrealized -3.1%
Varian Medical Systems Inc 0.0%
Value ($000) $1,032 Shares 11,500 Est. Cost $67.45 Unrealized
ELME Washington Real Estate Investm 0.0%
Value ($000) $1,024 Shares 31,325 Est. Cost $26.90 Unrealized
InterXion Holding NV 0.0%
Value ($000) $1,017 Shares 29,000 Est. Cost $35.07 Unrealized
D Dominion Resources Inc 0.0%
Value ($000) $1,012 Shares 13,211 Est. Cost $35.87 Unrealized +37.8%
BDX Becton Dickinson & Co 0.0%
Value ($000) $993 Shares 6,000 Est. Cost $78.11 Unrealized +85.2%
LOW Lowes Cos Inc 0.0%
Value ($000) $987 Shares 13,875 Est. Cost $50.90 Unrealized +17.5%
L Loews Corp 0.0%
Value ($000) $976 Shares 20,850 Est. Cost $42.08 Unrealized +0.0%
FNF Fidelity National Financial Cl 0.0%
Value ($000) $925 Shares 27,237 Est. Cost $12.25 Unrealized +36.0%
Alleghany Corp 0.0%
Value ($000) $925 Shares 1,521 Est. Cost $383.27 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $898 Shares 11,540 Est. Cost $41.93 Unrealized +58.3%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $891 Shares 3,722 Est. Cost $167.76 Unrealized 0.0%
GD General Dynamics Corp 0.0%
Value ($000) $829 Shares 4,799 Est. Cost $78.68 Unrealized +70.4%
XLK Technology Sector SPDR 0.0%
Value ($000) $788 Shares 16,290 Est. Cost $42.12 Unrealized
INTC Intel Corp 0.0%
Value ($000) $771 Shares 21,244 Est. Cost $17.87 Unrealized +63.2%
Monsanto Co 0.0%
Value ($000) $753 Shares 7,156 Est. Cost $105.23 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $697 Shares 1,900 Est. Cost $378.17 Unrealized 0.0%
UDR UDR Inc 0.0%
Value ($000) $690 Shares 18,912 Est. Cost $15.84 Unrealized +56.3%
NEE NextEra Energy Inc 0.0%
Value ($000) $675 Shares 5,647 Est. Cost $15.16 Unrealized +56.5%
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $654 Shares 28,000 Est. Cost $25.97 Unrealized -36.9%
SMH Van Eck Vectors Semiconductor 0.0%
Value ($000) $641 Shares 8,950 Est. Cost $56.98 Unrealized
KIM Kimco Realty Corp 0.0%
Value ($000) $604 Shares 24,000 Est. Cost $12.61 Unrealized +32.0%
Waddell & Reed Financial Inc C 0.0%
Value ($000) $553 Shares 28,349 Est. Cost $43.49 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $534 Shares 6,000 Est. Cost $40.35 Unrealized +52.9%
Janus Capital Group Inc 0.0%
Value ($000) $531 Shares 40,000 Est. Cost $8.51 Unrealized
Era Group Inc 0.0%
Value ($000) $518 Shares 30,528 Est. Cost $26.14 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $508 Shares 18,786 Est. Cost $51.20 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $497 Shares 9,555 Est. Cost $44.75 Unrealized 0.0%
FTV Fortive Corp 0.0%
Value ($000) $495 Shares 9,235 Est. Cost $31.05 Unrealized +2.6%
SCHF Schwab International Equity ET 0.0%
Value ($000) $488 Shares 17,637 Est. Cost $27.20 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $482 Shares 9,885 Est. Cost $34.44 Unrealized +24.4%
RY Royal Bank Of Canada 0.0%
Value ($000) $475 Shares 7,010 Est. Cost $62.55 Unrealized +3.6%
NVO Novo Nordisk AS Sponsored ADR 0.0%
Value ($000) $453 Shares 12,625 Est. Cost $67.80 Unrealized
PPL PPL Corp 0.0%
Value ($000) $448 Shares 13,148 Est. Cost $17.39 Unrealized +28.1%
SO Southern Co 0.0%
Value ($000) $439 Shares 8,917 Est. Cost $26.88 Unrealized +24.8%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $432 Shares 4,200 Est. Cost $45.09 Unrealized +70.2%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $425 Shares 5,970 Est. Cost $57.84 Unrealized -4.9%
WPP WPP Group PLC Spon ADR 0.0%
Value ($000) $404 Shares 3,652 Est. Cost $85.37 Unrealized
EFA IShares Trust MSCI EAFE ETF 0.0%
Value ($000) $402 Shares 6,965 Est. Cost $57.68 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $401 Shares 11,298 Est. Cost $14.28 Unrealized +20.7%
GLW Corning Inc 0.0%
Value ($000) $401 Shares 16,506 Est. Cost $10.91 Unrealized +70.9%
QEP Resources Inc 0.0%
Value ($000) $398 Shares 21,600 Est. Cost $27.76 Unrealized
XLF Financial Sector SPDR 0.0%
Value ($000) $398 Shares 17,100 Est. Cost $21.23 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $395 Shares 2,703 Est. Cost $83.25 Unrealized +37.4%
DUK Duke Energy Corp 0.0%
Value ($000) $386 Shares 4,967 Est. Cost $42.86 Unrealized +22.9%
St. Jude Medical Inc 0.0%
Value ($000) $385 Shares 4,800 Est. Cost $47.87 Unrealized
TGT Target Corp 0.0%
Value ($000) $384 Shares 5,323 Est. Cost $46.93 Unrealized +17.9%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $368 Shares 4,000 Est. Cost $46.22 Unrealized +55.8%
Buckeye Partners L P 0.0%
Value ($000) $366 Shares 5,525 Est. Cost $76.52 Unrealized
Anadarko Petroleum Corp 0.0%
Value ($000) $365 Shares 5,230 Est. Cost $51.66 Unrealized
SVB Financial Group 0.0%
Value ($000) $360 Shares 2,100 Est. Cost $110.48 Unrealized
Currencyshares British Pound S 0.0%
Value ($000) $337 Shares 2,800 Est. Cost $150.00 Unrealized
DOV Dover Corp 0.0%
Value ($000) $335 Shares 4,470 Est. Cost $49.76 Unrealized 0.0%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $322 Shares 2,750 Est. Cost $68.08 Unrealized +51.6%
BMO Bank Of Montreal 0.0%
Value ($000) $316 Shares 4,389 Est. Cost $43.18 Unrealized +7.0%
Bed Bath & Beyond Inc 0.0%
Value ($000) $314 Shares 7,730 Est. Cost $68.90 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $312 Shares 8,117 Est. Cost $31.50 Unrealized +8.4%
KMB Kimberly Clark Corp 0.0%
Value ($000) $310 Shares 2,719 Est. Cost $63.80 Unrealized +32.5%
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $309 Shares 5,021 Est. Cost $54.59 Unrealized
ABBNY ABB Ltd Sponsored ADR 0.0%
Value ($000) $303 Shares 14,375 Est. Cost $21.08 Unrealized
Signature Bank 0.0%
Value ($000) $289 Shares 1,925 Est. Cost $86.59 Unrealized
IBB IShares Trust Nasdaq Biotechno 0.0%
Value ($000) $288 Shares 1,085 Est. Cost $289.53 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $284 Shares 18,792 Est. Cost $22.39 Unrealized -43.0%
HSY Hershey Foods Corp 0.0%
Value ($000) $281 Shares 2,721 Est. Cost $65.69 Unrealized +21.0%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $281 Shares 1,952 Est. Cost $71.37 Unrealized +56.4%
IQ 50 Percent Hedged FTSE Euro 0.0%
Value ($000) $275 Shares 16,000 Est. Cost $17.63 Unrealized
EG Everest Re Group Ltd 0.0%
Value ($000) $271 Shares 1,250 Est. Cost $118.31 Unrealized +44.1%
CAG Conagra Brands Inc 0.0%
Value ($000) $266 Shares 6,725 Est. Cost $26.85 Unrealized 0.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $265 Shares 3,600 Est. Cost $36.43 Unrealized +42.9%
National Grid PLC Sponsored AD 0.0%
Value ($000) $265 Shares 4,550 Est. Cost $63.66 Unrealized
Howard Hughes Corp 0.0%
Value ($000) $260 Shares 2,280 Est. Cost $114.45 Unrealized
AEP American Electric Power Inc 0.0%
Value ($000) $257 Shares 4,080 Est. Cost $34.90 Unrealized +28.1%
CFR Cullen Frost Bankers Inc 0.0%
Value ($000) $256 Shares 2,900 Est. Cost $52.78 Unrealized +16.7%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $252 Shares 5,000 Est. Cost $30.33 Unrealized +12.9%
Shaw Communications Inc Cl B 0.0%
Value ($000) $251 Shares 12,500 Est. Cost $24.04 Unrealized
Vectren Corp 0.0%
Value ($000) $250 Shares 4,795 Est. Cost $41.92 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $249 Shares 3,020 Est. Cost $75.03 Unrealized
Maiden Holdings Ltd 0.0%
Value ($000) $248 Shares 14,200 Est. Cost $11.24 Unrealized
Reynolds American Inc 0.0%
Value ($000) $247 Shares 4,400 Est. Cost $44.17 Unrealized
PSX Phillips 66 0.0%
Value ($000) $247 Shares 2,858 Est. Cost $40.44 Unrealized +45.1%
ALV Autoliv Inc 0.0%
Value ($000) $243 Shares 2,148 Est. Cost $54.24 Unrealized +10.5%
CBT Cabot Corp 0.0%
Value ($000) $243 Shares 4,800 Est. Cost $33.82 Unrealized +21.9%
First Trust Senior Loan ETF 0.0%
Value ($000) $243 Shares 5,000 Est. Cost $49.39 Unrealized
HollyFrontier Corp 0.0%
Value ($000) $229 Shares 7,000 Est. Cost $32.71 Unrealized
USB US Bancorp 0.0%
Value ($000) $225 Shares 4,372 Est. Cost $33.77 Unrealized 0.0%
TD Toronto Dominion Bank 0.0%
Value ($000) $220 Shares 4,466 Est. Cost $46.74 Unrealized 0.0%
IWF IShares Russell 1000 Growth ET 0.0%
Value ($000) $214 Shares 2,041 Est. Cost $72.61 Unrealized
STT State Street Corp 0.0%
Value ($000) $209 Shares 2,689 Est. Cost $44.77 Unrealized +28.5%
Apache Corp 0.0%
Value ($000) $207 Shares 3,255 Est. Cost $63.99 Unrealized
LXRX Lexicon Genetics Inc 0.0%
Value ($000) $206 Shares 14,903 Est. Cost $10.92 Unrealized +46.9%
JPMorgan Alerian MLP Index 0.0%
Value ($000) $203 Shares 6,430 Est. Cost $31.88 Unrealized
IJH IShares S&P MidCap 400 Index F 0.0%
Value ($000) $202 Shares 1,221 Est. Cost $165.44 Unrealized
HE Hawaiian Electric Industries I 0.0%
Value ($000) $202 Shares 6,115 Est. Cost $30.49 Unrealized 0.0%
APH Amphenol Corp Cl A 0.0%
Value ($000) $202 Shares 3,000 Est. Cost $15.27 Unrealized 0.0%
DTE DTE Energy Company 0.0%
Value ($000) $202 Shares 2,050 Est. Cost $59.27 Unrealized 0.0%
Marathon Oil Corp 0.0%
Value ($000) $173 Shares 10,000 Est. Cost $34.59 Unrealized
NWSA News Corp New Cl A 0.0%
Value ($000) $156 Shares 13,653 Est. Cost $13.21 Unrealized -15.8%
Encana Corp 0.0%
Value ($000) $118 Shares 10,070 Est. Cost $17.39 Unrealized
McDermott International Inc 0.0%
Value ($000) $88 Shares 11,900 Est. Cost $8.38 Unrealized
Contrafect Corp 0.0%
Value ($000) $26 Shares 15,000 Est. Cost $4.47 Unrealized