KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 30, 2018

Total Value ($000): $2,717,381 (100.0% shares, 0.0% debt)

Holdings (223)

DIS Disney Walt Co 8.1%
Value ($000) $219,804 Shares 2,044,496 Est. Cost $57.57 Unrealized +69.0%
BRK/B Berkshire Hathaway Inc Cl B 7.0%
Value ($000) $189,647 Shares 956,752 Est. Cost $110.88 Unrealized +71.2%
PEP Pepsico Inc 5.4%
Value ($000) $146,754 Shares 1,223,765 Est. Cost $56.41 Unrealized +57.8%
JNJ Johnson & Johnson Co 4.6%
Value ($000) $124,584 Shares 891,673 Est. Cost $66.45 Unrealized +67.0%
UNP Union Pacific Corp 3.1%
Value ($000) $84,221 Shares 628,044 Est. Cost $66.63 Unrealized +51.3%
MMM 3M CO 2.2%
Value ($000) $60,653 Shares 257,694 Est. Cost $62.09 Unrealized +133.5%
CMCSA Comcast Corp Cl A 2.2%
Value ($000) $59,821 Shares 1,493,645 Est. Cost $24.75 Unrealized +24.0%
HON Honeywell International Inc 2.0%
Value ($000) $54,615 Shares 356,120 Est. Cost $55.30 Unrealized +105.0%
PG Procter & Gamble Co 2.0%
Value ($000) $53,649 Shares 583,898 Est. Cost $55.35 Unrealized +31.2%
Royal Dutch Shell PLC Cl A Spo 1.8%
Value ($000) $50,248 Shares 753,237 Est. Cost $62.04 Unrealized
FDX Fedex Corp 1.8%
Value ($000) $48,603 Shares 194,768 Est. Cost $101.43 Unrealized +96.2%
Raytheon Co 1.6%
Value ($000) $43,820 Shares 233,270 Est. Cost $68.58 Unrealized
AAPL Apple Inc 1.5%
Value ($000) $42,042 Shares 248,432 Est. Cost $23.71 Unrealized +64.9%
PYPL PayPal Holdings Inc 1.5%
Value ($000) $41,580 Shares 564,785 Est. Cost $35.96 Unrealized +100.6%
Air Lease Corp 1.5%
Value ($000) $40,549 Shares 843,189 Est. Cost $32.40 Unrealized
United Technologies Corp 1.4%
Value ($000) $39,279 Shares 307,906 Est. Cost $93.99 Unrealized
AMT American Tower Corp 1.4%
Value ($000) $38,471 Shares 269,655 Est. Cost $60.94 Unrealized +89.9%
CL Colgate Palmolive Co 1.4%
Value ($000) $37,811 Shares 501,143 Est. Cost $44.72 Unrealized +34.8%
META Facebook Inc Cl A 1.3%
Value ($000) $35,359 Shares 200,381 Est. Cost $94.50 Unrealized +85.7%
Alphabet Inc Cl C 1.3%
Value ($000) $34,068 Shares 32,558 Est. Cost $757.59 Unrealized
Laboratory Corp America Holdin 1.3%
Value ($000) $34,017 Shares 213,260 Est. Cost $110.57 Unrealized
AXP American Express Co 1.2%
Value ($000) $33,814 Shares 340,495 Est. Cost $60.57 Unrealized +40.7%
Broadcom Ltd 1.2%
Value ($000) $33,523 Shares 130,489 Est. Cost $163.21 Unrealized
ITW Illinois Tool Works 1.2%
Value ($000) $33,372 Shares 200,011 Est. Cost $51.25 Unrealized +155.3%
Alphabet Inc Cl A 1.2%
Value ($000) $32,991 Shares 31,319 Est. Cost $776.45 Unrealized
AMZN Amazon.Com Inc 1.2%
Value ($000) $32,505 Shares 27,795 Est. Cost $40.16 Unrealized +37.0%
Time Warner Inc 1.2%
Value ($000) $32,251 Shares 352,589 Est. Cost $73.32 Unrealized
INTC Intel Corp 1.2%
Value ($000) $31,560 Shares 683,723 Est. Cost $29.64 Unrealized +23.3%
HIG Hartford Financial Services Gr 1.1%
Value ($000) $30,437 Shares 540,816 Est. Cost $23.13 Unrealized +101.4%
Kansas City Southern Industrie 1.1%
Value ($000) $29,863 Shares 283,808 Est. Cost $95.33 Unrealized
CCI Crown Castle International Cor 1.1%
Value ($000) $29,051 Shares 261,690 Est. Cost $54.56 Unrealized +40.2%
SAP SAP SE ADR 1.1%
Value ($000) $28,847 Shares 256,734 Est. Cost $78.60 Unrealized
Rockwell Collins Inc 1.1%
Value ($000) $28,710 Shares 211,694 Est. Cost $68.89 Unrealized
MDT Medtronic PLC 1.0%
Value ($000) $28,312 Shares 350,611 Est. Cost $58.23 Unrealized +11.6%
TMO Thermo Fisher Scientific Inc 1.0%
Value ($000) $27,726 Shares 146,020 Est. Cost $145.76 Unrealized +28.6%
Hess Corp 1.0%
Value ($000) $27,301 Shares 575,129 Est. Cost $67.13 Unrealized
LLY Eli Lilly & Co 1.0%
Value ($000) $26,773 Shares 316,990 Est. Cost $43.16 Unrealized +74.4%
WY Weyerhaeuser Co 1.0%
Value ($000) $26,258 Shares 744,686 Est. Cost $20.45 Unrealized +25.9%
CBS Corp Cl B 1.0%
Value ($000) $26,182 Shares 443,773 Est. Cost $59.00 Unrealized
PANW Palo Alto Networks Inc 0.9%
Value ($000) $25,221 Shares 174,012 Est. Cost $21.08 Unrealized +15.4%
SLB Schlumberger Ltd 0.9%
Value ($000) $25,109 Shares 372,588 Est. Cost $53.56 Unrealized -4.4%
MRK Merck & Co Inc 0.9%
Value ($000) $25,009 Shares 444,451 Est. Cost $38.35 Unrealized +12.1%
YUM Yum Brands Inc 0.8%
Value ($000) $22,923 Shares 280,884 Est. Cost $39.31 Unrealized +73.6%
NEM Newmont Mining Corp 0.8%
Value ($000) $21,899 Shares 583,662 Est. Cost $22.03 Unrealized +32.2%
MET Metlife Inc 0.8%
Value ($000) $20,726 Shares 409,920 Est. Cost $27.48 Unrealized +45.2%
IBM International Business Machine 0.7%
Value ($000) $20,173 Shares 131,489 Est. Cost $104.19 Unrealized -2.0%
ORCL Oracle Corp 0.7%
Value ($000) $19,620 Shares 414,976 Est. Cost $43.50 Unrealized -0.0%
SCHF Schwab International Equity ET 0.7%
Value ($000) $18,539 Shares 544,142 Est. Cost $33.23 Unrealized
JPM J P Morgan Chase & Co 0.6%
Value ($000) $17,650 Shares 165,048 Est. Cost $47.57 Unrealized +71.0%
COP ConocoPhillips 0.6%
Value ($000) $17,583 Shares 320,327 Est. Cost $38.24 Unrealized +3.7%
GlaxoSmithkline PLC ADR 0.6%
Value ($000) $16,626 Shares 468,741 Est. Cost $49.15 Unrealized
UPS United Parcel Service Inc Cl B 0.6%
Value ($000) $15,310 Shares 128,494 Est. Cost $58.82 Unrealized +46.7%
SPY SPDR S&P 500 ETF Trust 0.6%
Value ($000) $15,127 Shares 56,683 Est. Cost $198.15 Unrealized
Celgene Corp 0.5%
Value ($000) $14,853 Shares 142,331 Est. Cost $111.43 Unrealized
NWL Newell Brands Inc 0.5%
Value ($000) $14,486 Shares 468,790 Est. Cost $32.41 Unrealized -26.8%
Torchmark Corp 0.5%
Value ($000) $13,063 Shares 144,013 Est. Cost $60.88 Unrealized
SCHA Schwab US Small Cap ETF 0.5%
Value ($000) $12,841 Shares 184,124 Est. Cost $67.19 Unrealized
General Electric Co 0.5%
Value ($000) $12,554 Shares 719,468 Est. Cost $23.46 Unrealized
XOM Exxon Mobil Corp 0.5%
Value ($000) $12,536 Shares 149,882 Est. Cost $53.98 Unrealized +5.8%
NSC Norfolk Southern Corp 0.4%
Value ($000) $12,131 Shares 83,720 Est. Cost $59.78 Unrealized +90.7%
MDLZ Mondelez International Inc 0.4%
Value ($000) $11,450 Shares 267,514 Est. Cost $32.46 Unrealized +6.2%
AMP Ameriprise Financial Inc 0.4%
Value ($000) $11,400 Shares 67,270 Est. Cost $60.12 Unrealized +127.7%
PFE Pfizer Inc 0.4%
Value ($000) $11,317 Shares 312,457 Est. Cost $17.85 Unrealized +33.3%
YUMC Yum China Holdings Inc 0.4%
Value ($000) $11,273 Shares 281,674 Est. Cost $26.68 Unrealized +54.2%
CVX Chevron Corp 0.4%
Value ($000) $10,755 Shares 85,908 Est. Cost $68.77 Unrealized +21.5%
VOD Vodafone Group Inc 0.4%
Value ($000) $10,624 Shares 333,034 Est. Cost $32.26 Unrealized
CB Chubb Ltd 0.4%
Value ($000) $9,893 Shares 67,697 Est. Cost $97.66 Unrealized +32.6%
AIG American International Group I 0.4%
Value ($000) $9,742 Shares 163,505 Est. Cost $42.98 Unrealized +15.7%
CVS CVS Health Corp 0.4%
Value ($000) $9,604 Shares 132,463 Est. Cost $64.09 Unrealized -12.3%
BAC Bank Of America Corp 0.4%
Value ($000) $9,578 Shares 324,432 Est. Cost $11.41 Unrealized +99.7%
DowDuPont Inc 0.3%
Value ($000) $9,297 Shares 130,539 Est. Cost $69.26 Unrealized
T A T & T Inc 0.3%
Value ($000) $8,451 Shares 217,356 Est. Cost $14.68 Unrealized +3.9%
BK Bank Of New York Mellon Corp 0.3%
Value ($000) $8,290 Shares 153,915 Est. Cost $24.43 Unrealized +74.6%
MSFT Microsoft Corp 0.3%
Value ($000) $7,622 Shares 89,108 Est. Cost $30.11 Unrealized +149.9%
ALL Allstate Corp 0.2%
Value ($000) $6,793 Shares 64,877 Est. Cost $37.26 Unrealized +119.4%
SCHE Schwab Emerging Markets Equity 0.2%
Value ($000) $6,541 Shares 234,097 Est. Cost $26.92 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $5,434 Shares 16,926 Est. Cost $71.65 Unrealized +253.9%
Synchrony Financial 0.2%
Value ($000) $5,064 Shares 131,134 Est. Cost $29.64 Unrealized
PM Philip Morris International In 0.2%
Value ($000) $4,916 Shares 46,533 Est. Cost $50.32 Unrealized +38.3%
MO Altria Group Inc 0.2%
Value ($000) $4,680 Shares 65,543 Est. Cost $17.35 Unrealized +111.2%
HD Home Depot Inc 0.2%
Value ($000) $4,461 Shares 23,539 Est. Cost $68.40 Unrealized +107.1%
WMT Wal Mart Stores Inc 0.2%
Value ($000) $4,340 Shares 43,954 Est. Cost $20.80 Unrealized +28.9%
CSCO Cisco Systems Inc 0.2%
Value ($000) $4,218 Shares 110,125 Est. Cost $23.43 Unrealized +19.4%
TJX TJX Cos Inc 0.2%
Value ($000) $4,141 Shares 54,160 Est. Cost $24.02 Unrealized +34.9%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $4,000 Shares 65,277 Est. Cost $32.32 Unrealized +43.7%
CAT Caterpillar Inc 0.1%
Value ($000) $3,967 Shares 25,174 Est. Cost $84.05 Unrealized +38.4%
XLK Technology Sector SPDR 0.1%
Value ($000) $3,939 Shares 61,595 Est. Cost $55.54 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $3,868 Shares 13 Est. Cost $172085.25 Unrealized +65.5%
COST Costco Wholesale Corp 0.1%
Value ($000) $3,676 Shares 19,751 Est. Cost $87.23 Unrealized +77.1%
WFC Wells Fargo & Co 0.1%
Value ($000) $3,550 Shares 58,514 Est. Cost $29.11 Unrealized +54.9%
PowerShares Financial Preferre 0.1%
Value ($000) $3,483 Shares 184,600 Est. Cost $17.90 Unrealized
Powershares QQQ Trust 0.1%
Value ($000) $3,205 Shares 20,577 Est. Cost $71.79 Unrealized
Mastercard Inc Class A 0.1%
Value ($000) $3,078 Shares 20,338 Est. Cost $109.18 Unrealized
KO Coca Cola Co 0.1%
Value ($000) $2,924 Shares 63,735 Est. Cost $27.94 Unrealized +27.5%
BAX Baxter International Inc 0.1%
Value ($000) $2,861 Shares 44,254 Est. Cost $32.21 Unrealized +73.2%
Twenty-First Century Fox Inc C 0.1%
Value ($000) $2,790 Shares 80,785 Est. Cost $30.35 Unrealized
V Visa Inc Cl A 0.1%
Value ($000) $2,660 Shares 23,325 Est. Cost $74.78 Unrealized +39.6%
IP International Paper Co 0.1%
Value ($000) $2,551 Shares 44,040 Est. Cost $26.14 Unrealized +43.8%
Express Scripts Holding Co 0.1%
Value ($000) $2,233 Shares 29,917 Est. Cost $64.14 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $2,136 Shares 12,412 Est. Cost $75.46 Unrealized +83.7%
PFF IShares Preferred Stock ETF 0.1%
Value ($000) $2,101 Shares 55,191 Est. Cost $39.38 Unrealized
LQD IShares IBoxx Investment Grade 0.1%
Value ($000) $2,096 Shares 17,240 Est. Cost $115.05 Unrealized
SIEGY Siemens A G Sponsored ADR 0.1%
Value ($000) $2,041 Shares 29,460 Est. Cost $89.14 Unrealized
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $2,038 Shares 31,951 Est. Cost $52.82 Unrealized
Powershares Preferred Portfoli 0.1%
Value ($000) $1,963 Shares 132,130 Est. Cost $14.31 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $1,961 Shares 34,356 Est. Cost $29.59 Unrealized +62.7%
VZ Verizon Communications 0.1%
Value ($000) $1,827 Shares 34,523 Est. Cost $27.45 Unrealized +16.4%
AGG IShares Core U S Aggregate Bon 0.1%
Value ($000) $1,780 Shares 16,281 Est. Cost $107.85 Unrealized
WLY John Wiley & Sons Inc Cl A 0.1%
Value ($000) $1,766 Shares 26,859 Est. Cost $27.09 Unrealized +64.7%
Brookfield Asset Management Cl 0.1%
Value ($000) $1,725 Shares 39,622 Est. Cost $35.83 Unrealized
FIS Fidelity National Information 0.1%
Value ($000) $1,718 Shares 18,264 Est. Cost $34.36 Unrealized +136.2%
InterXion Holding NV 0.1%
Value ($000) $1,709 Shares 29,000 Est. Cost $35.07 Unrealized
ABBV Abbvie Inc 0.1%
Value ($000) $1,699 Shares 17,565 Est. Cost $28.58 Unrealized +134.0%
LOW Lowes Cos Inc 0.1%
Value ($000) $1,670 Shares 17,970 Est. Cost $57.13 Unrealized +24.7%
BP BP PLC Sponsored ADR 0.1%
Value ($000) $1,636 Shares 38,933 Est. Cost $41.59 Unrealized
CWI SPDR MSCI All Country World Ex 0.1%
Value ($000) $1,608 Shares 41,221 Est. Cost $32.85 Unrealized
C Citigroup Inc 0.1%
Value ($000) $1,412 Shares 18,980 Est. Cost $40.78 Unrealized +38.5%
GILD Gilead Sciences Inc 0.1%
Value ($000) $1,398 Shares 19,520 Est. Cost $63.68 Unrealized -12.2%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $1,388 Shares 19,675 Est. Cost $49.27 Unrealized +25.5%
Xilinx Inc 0.0%
Value ($000) $1,345 Shares 19,954 Est. Cost $65.12 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $1,327 Shares 25,300 Est. Cost $29.14 Unrealized +36.3%
BDX Becton Dickinson & Co 0.0%
Value ($000) $1,284 Shares 6,000 Est. Cost $89.89 Unrealized +106.3%
Varian Medical Systems Inc 0.0%
Value ($000) $1,178 Shares 10,600 Est. Cost $68.39 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $1,160 Shares 5,700 Est. Cost $92.84 Unrealized +83.5%
D Dominion Energy Inc 0.0%
Value ($000) $1,066 Shares 13,156 Est. Cost $35.87 Unrealized +57.3%
L Loews Corp 0.0%
Value ($000) $1,043 Shares 20,850 Est. Cost $42.08 Unrealized +13.3%
ESS Essex Property Trust Inc 0.0%
Value ($000) $1,012 Shares 4,191 Est. Cost $121.84 Unrealized +56.9%
HAL Halliburton Co 0.0%
Value ($000) $971 Shares 19,860 Est. Cost $33.21 Unrealized +12.8%
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $966 Shares 11,509 Est. Cost $72.95 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $953 Shares 3,742 Est. Cost $167.76 Unrealized +22.3%
KHC Kraft Heinz Co 0.0%
Value ($000) $953 Shares 12,254 Est. Cost $50.07 Unrealized +6.6%
AMAT Applied Materials Inc 0.0%
Value ($000) $951 Shares 18,595 Est. Cost $44.29 Unrealized +11.6%
FNF Fidelity National Financial Cl 0.0%
Value ($000) $941 Shares 23,981 Est. Cost $12.25 Unrealized +112.0%
Alleghany Corp 0.0%
Value ($000) $907 Shares 1,521 Est. Cost $383.27 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $861 Shares 14,990 Est. Cost $40.53 Unrealized +17.0%
SMH Van Eck Vectors Semiconductor 0.0%
Value ($000) $856 Shares 8,750 Est. Cost $56.98 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $819 Shares 5,243 Est. Cost $15.57 Unrealized +102.5%
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $815 Shares 28,500 Est. Cost $25.79 Unrealized -21.9%
EFA IShares Trust MSCI EAFE ETF 0.0%
Value ($000) $794 Shares 11,287 Est. Cost $60.86 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $781 Shares 20,735 Est. Cost $25.22 Unrealized +3.5%
EMR Emerson Electric Co 0.0%
Value ($000) $756 Shares 10,847 Est. Cost $44.18 Unrealized +20.6%
WTM White Mountains Insurance Grou 0.0%
Value ($000) $671 Shares 788 Est. Cost $583.58 Unrealized +49.8%
NKE Nike Inc Cl B 0.0%
Value ($000) $653 Shares 10,445 Est. Cost $48.88 Unrealized +5.9%
JHG Janus Henderson Group PLC 0.0%
Value ($000) $612 Shares 16,000 Est. Cost $32.71 Unrealized +10.3%
ETN Eaton Corp PLC 0.0%
Value ($000) $610 Shares 7,716 Est. Cost $66.26 Unrealized 0.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $599 Shares 6,000 Est. Cost $40.35 Unrealized +86.6%
ELME Washington Real Estate Investm 0.0%
Value ($000) $599 Shares 19,263 Est. Cost $26.90 Unrealized
RY Royal Bank Of Canada 0.0%
Value ($000) $572 Shares 7,010 Est. Cost $62.55 Unrealized +26.8%
UDR UDR Inc 0.0%
Value ($000) $566 Shares 14,701 Est. Cost $15.84 Unrealized +83.2%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $533 Shares 3,479 Est. Cost $76.99 Unrealized +67.0%
Blackstone Group LP 0.0%
Value ($000) $529 Shares 16,535 Est. Cost $31.56 Unrealized
GLW Corning Inc 0.0%
Value ($000) $528 Shares 16,506 Est. Cost $10.91 Unrealized +131.3%
QCOM Qualcomm Inc 0.0%
Value ($000) $522 Shares 8,147 Est. Cost $44.73 Unrealized +9.5%
VWO Vanguard Emerging Market Viper 0.0%
Value ($000) $521 Shares 11,359 Est. Cost $40.82 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $520 Shares 4,436 Est. Cost $47.17 Unrealized +103.9%
AMGN Amgen Inc 0.0%
Value ($000) $520 Shares 2,992 Est. Cost $88.69 Unrealized +55.8%
Cerner Corp 0.0%
Value ($000) $513 Shares 7,615 Est. Cost $62.53 Unrealized
NVO Novo Nordisk AS Sponsored ADR 0.0%
Value ($000) $509 Shares 9,490 Est. Cost $67.80 Unrealized
XLF Financial Sector SPDR 0.0%
Value ($000) $497 Shares 17,822 Est. Cost $21.51 Unrealized
SVB Financial Group 0.0%
Value ($000) $491 Shares 2,100 Est. Cost $110.48 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $477 Shares 8,597 Est. Cost $34.44 Unrealized +54.5%
SO Southern Co 0.0%
Value ($000) $446 Shares 9,278 Est. Cost $27.16 Unrealized +34.2%
EPD Enterprise Products Partners L 0.0%
Value ($000) $444 Shares 16,738 Est. Cost $51.20 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $442 Shares 4,485 Est. Cost $50.62 Unrealized +59.3%
SPG Simon Property Group Inc 0.0%
Value ($000) $441 Shares 2,565 Est. Cost $104.73 Unrealized 0.0%
CCL Carnival Corp 0.0%
Value ($000) $414 Shares 6,250 Est. Cost $49.87 Unrealized +21.8%
IWF IShares Russell 1000 Growth ET 0.0%
Value ($000) $408 Shares 3,032 Est. Cost $89.42 Unrealized
PPL PPL Corp 0.0%
Value ($000) $390 Shares 12,600 Est. Cost $17.39 Unrealized +43.0%
TGT Target Corp 0.0%
Value ($000) $380 Shares 5,826 Est. Cost $46.50 Unrealized +3.4%
DVY IShares Dow Jones Select Divid 0.0%
Value ($000) $361 Shares 3,667 Est. Cost $91.96 Unrealized
HollyFrontier Corp 0.0%
Value ($000) $359 Shares 7,000 Est. Cost $36.00 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $358 Shares 3,855 Est. Cost $45.97 Unrealized +70.2%
BMO Bank Of Montreal 0.0%
Value ($000) $349 Shares 4,364 Est. Cost $43.18 Unrealized +29.7%
ED Consolidated Edison Inc 0.0%
Value ($000) $333 Shares 3,920 Est. Cost $38.33 Unrealized +67.2%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $330 Shares 5,000 Est. Cost $30.44 Unrealized +56.0%
IQ 50 Percent Hedged FTSE Euro 0.0%
Value ($000) $325 Shares 16,000 Est. Cost $17.63 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $323 Shares 3,846 Est. Cost $42.86 Unrealized +46.2%
Black Knight Financial Service 0.0%
Value ($000) $321 Shares 7,273 Est. Cost $44.14 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $320 Shares 1,952 Est. Cost $71.37 Unrealized +82.6%
EXC Exelon Corp 0.0%
Value ($000) $319 Shares 8,100 Est. Cost $14.38 Unrealized +50.6%
BA Boeing Co 0.0%
Value ($000) $313 Shares 1,060 Est. Cost $174.89 Unrealized +47.2%
BlackRock Inc 0.0%
Value ($000) $311 Shares 605 Est. Cost $422.00 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $301 Shares 2,497 Est. Cost $63.80 Unrealized +37.3%
CBT Cabot Corp 0.0%
Value ($000) $296 Shares 4,800 Est. Cost $33.82 Unrealized +45.4%
AEP American Electric Power Inc 0.0%
Value ($000) $292 Shares 3,965 Est. Cost $34.90 Unrealized +60.7%
Anadarko Petroleum Corp 0.0%
Value ($000) $289 Shares 5,385 Est. Cost $51.48 Unrealized
Iron Mountain Inc 0.0%
Value ($000) $289 Shares 7,661 Est. Cost $38.69 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $279 Shares 3,367 Est. Cost $75.86 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $279 Shares 1,643 Est. Cost $108.71 Unrealized +20.4%
IWO IShares Russell 2000 Growth ET 0.0%
Value ($000) $278 Shares 1,491 Est. Cost $169.01 Unrealized
WPP WPP Group PLC Spon ADR 0.0%
Value ($000) $274 Shares 3,024 Est. Cost $85.37 Unrealized
Buckeye Partners L P 0.0%
Value ($000) $274 Shares 5,525 Est. Cost $76.52 Unrealized
ALV Autoliv Inc 0.0%
Value ($000) $273 Shares 2,148 Est. Cost $54.24 Unrealized +37.5%
IBB IShares Trust Nasdaq Biotechno 0.0%
Value ($000) $272 Shares 2,550 Est. Cost $167.62 Unrealized
APH Amphenol Corp Cl A 0.0%
Value ($000) $263 Shares 3,000 Est. Cost $15.27 Unrealized +33.2%
Praxair Inc 0.0%
Value ($000) $261 Shares 1,688 Est. Cost $118.94 Unrealized
STT State Street Corp 0.0%
Value ($000) $260 Shares 2,662 Est. Cost $44.77 Unrealized +66.2%
PSX Phillips 66 0.0%
Value ($000) $255 Shares 2,525 Est. Cost $40.44 Unrealized +71.3%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $254 Shares 3,455 Est. Cost $57.84 Unrealized -4.7%
Avangrid Inc 0.0%
Value ($000) $253 Shares 4,999 Est. Cost $42.81 Unrealized
Signature Bank 0.0%
Value ($000) $250 Shares 1,825 Est. Cost $86.59 Unrealized
IJR IShares S&P SmallCap 600 Index 0.0%
Value ($000) $247 Shares 3,214 Est. Cost $76.85 Unrealized
IJH IShares S&P MidCap 400 Index F 0.0%
Value ($000) $246 Shares 1,296 Est. Cost $189.81 Unrealized
First Trust Senior Loan ETF 0.0%
Value ($000) $240 Shares 5,000 Est. Cost $49.39 Unrealized
MKL Markel Corp 0.0%
Value ($000) $228 Shares 200 Est. Cost $1034.02 Unrealized +5.7%
TD Toronto Dominion Bank 0.0%
Value ($000) $227 Shares 3,880 Est. Cost $52.50 Unrealized +8.8%
PPH Van Eck Vectors Pharmaceutical 0.0%
Value ($000) $225 Shares 3,800 Est. Cost $55.26 Unrealized
DTE DTE Energy Company 0.0%
Value ($000) $224 Shares 2,050 Est. Cost $59.27 Unrealized +22.0%
USB US Bancorp 0.0%
Value ($000) $223 Shares 4,165 Est. Cost $33.87 Unrealized +15.3%
NWSA News Corp New Cl A 0.0%
Value ($000) $221 Shares 13,640 Est. Cost $13.21 Unrealized +3.5%
VPL Vanguard Pacific ETF 0.0%
Value ($000) $219 Shares 3,000 Est. Cost $68.33 Unrealized
Aqua America Inc 0.0%
Value ($000) $216 Shares 5,500 Est. Cost $39.27 Unrealized
EXEL Exelixis Inc 0.0%
Value ($000) $213 Shares 7,000 Est. Cost $26.60 Unrealized 0.0%
TRV Travelers Companies Inc 0.0%
Value ($000) $212 Shares 1,565 Est. Cost $110.50 Unrealized 0.0%
QEP Resources Inc 0.0%
Value ($000) $207 Shares 21,600 Est. Cost $27.76 Unrealized
Vectren Corp 0.0%
Value ($000) $205 Shares 3,147 Est. Cost $65.78 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $204 Shares 2,040 Est. Cost $95.16 Unrealized 0.0%
Walgreen Boots Alliance Inc 0.0%
Value ($000) $200 Shares 2,755 Est. Cost $82.96 Unrealized
AES AES Corp 0.0%
Value ($000) $166 Shares 15,365 Est. Cost $8.18 Unrealized -1.5%
CVE Cenovus Energy Inc 0.0%
Value ($000) $144 Shares 15,792 Est. Cost $22.39 Unrealized -62.7%
Encana Corp 0.0%
Value ($000) $143 Shares 10,745 Est. Cost $13.31 Unrealized
LXRX Lexicon Genetics Inc 0.0%
Value ($000) $105 Shares 10,618 Est. Cost $10.92 Unrealized -4.9%
Contrafect Corp 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $4.47 Unrealized