KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 1, 2018

Total Value ($000): $2,614,622 (100.0% shares, 0.0% debt)

Holdings (218)

DIS Disney Walt Co 7.9%
Value ($000) $205,377 Shares 2,044,774 Est. Cost $57.57 Unrealized +75.4%
BRK/B Berkshire Hathaway Inc Cl B 7.5%
Value ($000) $194,988 Shares 977,483 Est. Cost $112.88 Unrealized +81.9%
PEP Pepsico Inc 4.9%
Value ($000) $127,945 Shares 1,172,195 Est. Cost $56.41 Unrealized +58.2%
JNJ Johnson & Johnson Co 4.3%
Value ($000) $112,173 Shares 875,322 Est. Cost $66.45 Unrealized +63.1%
UNP Union Pacific Corp 3.2%
Value ($000) $84,145 Shares 625,933 Est. Cost $66.63 Unrealized +69.7%
MMM 3M CO 2.2%
Value ($000) $56,453 Shares 257,164 Est. Cost $62.09 Unrealized +141.9%
CMCSA Comcast Corp Cl A 2.0%
Value ($000) $52,078 Shares 1,524,094 Est. Cost $24.89 Unrealized +27.7%
HON Honeywell International Inc 2.0%
Value ($000) $51,281 Shares 354,858 Est. Cost $55.30 Unrealized +112.4%
Raytheon Co 1.9%
Value ($000) $50,208 Shares 232,637 Est. Cost $68.58 Unrealized
Royal Dutch Shell PLC Cl A Spo 1.8%
Value ($000) $47,933 Shares 751,184 Est. Cost $62.04 Unrealized
FDX Fedex Corp 1.8%
Value ($000) $46,747 Shares 194,692 Est. Cost $101.43 Unrealized +117.4%
PYPL PayPal Holdings Inc 1.6%
Value ($000) $42,766 Shares 563,678 Est. Cost $35.96 Unrealized +120.1%
AAPL Apple Inc 1.6%
Value ($000) $41,372 Shares 246,588 Est. Cost $23.71 Unrealized +70.5%
AMZN Amazon.Com Inc 1.5%
Value ($000) $40,475 Shares 27,965 Est. Cost $40.16 Unrealized +78.0%
United Technologies Corp 1.5%
Value ($000) $40,372 Shares 320,865 Est. Cost $95.27 Unrealized
AMT American Tower Corp 1.5%
Value ($000) $39,576 Shares 272,302 Est. Cost $60.94 Unrealized +88.3%
Air Lease Corp 1.4%
Value ($000) $37,002 Shares 868,182 Est. Cost $32.69 Unrealized
INTC Intel Corp 1.4%
Value ($000) $35,459 Shares 680,861 Est. Cost $29.64 Unrealized +35.2%
CL Colgate Palmolive Co 1.3%
Value ($000) $34,704 Shares 484,154 Est. Cost $44.72 Unrealized +33.5%
Laboratory Corp America Holdin 1.3%
Value ($000) $34,562 Shares 213,676 Est. Cost $110.57 Unrealized
JPM J P Morgan Chase & Co 1.3%
Value ($000) $33,782 Shares 307,193 Est. Cost $67.86 Unrealized +34.7%
Time Warner Inc 1.3%
Value ($000) $33,619 Shares 355,452 Est. Cost $73.32 Unrealized
Alphabet Inc Cl C 1.3%
Value ($000) $32,843 Shares 31,831 Est. Cost $757.59 Unrealized
Alphabet Inc Cl A 1.2%
Value ($000) $32,508 Shares 31,344 Est. Cost $776.45 Unrealized
PANW Palo Alto Networks Inc 1.2%
Value ($000) $31,890 Shares 175,685 Est. Cost $21.08 Unrealized +31.8%
ITW Illinois Tool Works 1.2%
Value ($000) $31,241 Shares 199,414 Est. Cost $51.25 Unrealized +167.0%
Kansas City Southern Industrie 1.2%
Value ($000) $31,189 Shares 283,930 Est. Cost $95.33 Unrealized
AVGO Broadcom Inc 1.2%
Value ($000) $30,904 Shares 131,145 Est. Cost $19.96 Unrealized 0.0%
META Facebook Inc Cl A 1.2%
Value ($000) $30,483 Shares 190,767 Est. Cost $94.50 Unrealized +88.7%
TMO Thermo Fisher Scientific Inc 1.2%
Value ($000) $30,214 Shares 146,343 Est. Cost $145.76 Unrealized +41.0%
AXP American Express Co 1.2%
Value ($000) $30,102 Shares 322,704 Est. Cost $60.57 Unrealized +43.6%
Hess Corp 1.1%
Value ($000) $29,001 Shares 572,909 Est. Cost $67.13 Unrealized
CCI Crown Castle International Cor 1.1%
Value ($000) $28,744 Shares 262,238 Est. Cost $54.56 Unrealized +42.4%
MDT Medtronic PLC 1.1%
Value ($000) $28,463 Shares 354,807 Est. Cost $58.33 Unrealized +15.4%
HIG Hartford Financial Services Gr 1.1%
Value ($000) $27,740 Shares 538,436 Est. Cost $23.13 Unrealized +98.4%
SAP SAP SE ADR 1.0%
Value ($000) $26,988 Shares 256,639 Est. Cost $78.60 Unrealized
WY Weyerhaeuser Co 1.0%
Value ($000) $26,175 Shares 747,869 Est. Cost $20.45 Unrealized +26.7%
UPS United Parcel Service Inc Cl B 1.0%
Value ($000) $25,475 Shares 243,404 Est. Cost $71.40 Unrealized +19.7%
LLY Eli Lilly & Co 0.9%
Value ($000) $24,436 Shares 315,840 Est. Cost $43.16 Unrealized +66.1%
SLB Schlumberger Ltd 0.9%
Value ($000) $24,383 Shares 376,388 Est. Cost $53.58 Unrealized +4.0%
MRK Merck & Co Inc 0.9%
Value ($000) $24,244 Shares 445,097 Est. Cost $38.35 Unrealized +10.2%
YUM Yum Brands Inc 0.9%
Value ($000) $23,908 Shares 280,834 Est. Cost $39.31 Unrealized +80.6%
NEM Newmont Mining Corp 0.9%
Value ($000) $22,760 Shares 582,561 Est. Cost $22.03 Unrealized +39.1%
PG Procter & Gamble Co 0.8%
Value ($000) $21,857 Shares 275,698 Est. Cost $55.35 Unrealized +22.6%
CBS Corp Cl B 0.8%
Value ($000) $21,585 Shares 420,026 Est. Cost $59.00 Unrealized
ORCL Oracle Corp 0.8%
Value ($000) $20,452 Shares 447,039 Est. Cost $43.55 Unrealized +1.6%
IBM International Business Machine 0.8%
Value ($000) $20,142 Shares 131,279 Est. Cost $104.19 Unrealized +3.0%
SCHF Schwab International Equity ET 0.8%
Value ($000) $19,969 Shares 592,366 Est. Cost $33.27 Unrealized
GlaxoSmithkline PLC ADR 0.7%
Value ($000) $18,277 Shares 467,796 Est. Cost $49.15 Unrealized
COP ConocoPhillips 0.7%
Value ($000) $17,532 Shares 295,701 Est. Cost $38.24 Unrealized +14.4%
MET Metlife Inc 0.6%
Value ($000) $16,906 Shares 368,413 Est. Cost $27.48 Unrealized +34.8%
Celgene Corp 0.6%
Value ($000) $15,128 Shares 169,574 Est. Cost $107.86 Unrealized
SCHA Schwab US Small Cap ETF 0.5%
Value ($000) $14,123 Shares 204,298 Est. Cost $67.38 Unrealized
CCL Carnival Corp 0.5%
Value ($000) $13,840 Shares 211,028 Est. Cost $62.39 Unrealized +0.6%
SPY SPDR S&P 500 ETF Trust 0.5%
Value ($000) $13,486 Shares 51,248 Est. Cost $198.15 Unrealized
Torchmark Corp 0.5%
Value ($000) $12,122 Shares 144,013 Est. Cost $60.88 Unrealized
YUMC Yum China Holdings Inc 0.4%
Value ($000) $11,689 Shares 281,674 Est. Cost $26.68 Unrealized +61.2%
PFE Pfizer Inc 0.4%
Value ($000) $11,552 Shares 325,512 Est. Cost $18.11 Unrealized +33.9%
NSC Norfolk Southern Corp 0.4%
Value ($000) $11,361 Shares 83,670 Est. Cost $59.78 Unrealized +105.2%
MDLZ Mondelez International Inc 0.4%
Value ($000) $11,280 Shares 270,312 Est. Cost $32.49 Unrealized +10.3%
CVX Chevron Corp 0.4%
Value ($000) $10,538 Shares 92,405 Est. Cost $69.92 Unrealized +21.6%
AMP Ameriprise Financial Inc 0.4%
Value ($000) $9,952 Shares 67,270 Est. Cost $60.12 Unrealized +132.8%
BAC Bank Of America Corp 0.4%
Value ($000) $9,714 Shares 323,922 Est. Cost $11.41 Unrealized +128.5%
CB Chubb Ltd 0.4%
Value ($000) $9,435 Shares 68,989 Est. Cost $98.20 Unrealized +28.5%
VOD Vodafone Group Inc 0.4%
Value ($000) $9,342 Shares 335,814 Est. Cost $32.26 Unrealized
FIS Fidelity National Information 0.3%
Value ($000) $8,714 Shares 90,487 Est. Cost $74.74 Unrealized +13.7%
DowDuPont Inc 0.3%
Value ($000) $8,660 Shares 135,923 Est. Cost $69.04 Unrealized
NWL Newell Brands Inc 0.3%
Value ($000) $8,610 Shares 337,911 Est. Cost $32.41 Unrealized -39.5%
XOM Exxon Mobil Corp 0.3%
Value ($000) $8,402 Shares 112,609 Est. Cost $53.98 Unrealized +3.2%
CVS CVS Health Corp 0.3%
Value ($000) $8,262 Shares 132,805 Est. Cost $64.09 Unrealized -12.9%
C Citigroup Inc 0.3%
Value ($000) $8,212 Shares 121,659 Est. Cost $55.01 Unrealized +4.8%
MSFT Microsoft Corp 0.3%
Value ($000) $7,973 Shares 87,358 Est. Cost $30.11 Unrealized +180.0%
AIG American International Group I 0.3%
Value ($000) $7,952 Shares 146,123 Est. Cost $42.98 Unrealized +11.8%
BK Bank Of New York Mellon Corp 0.3%
Value ($000) $7,834 Shares 152,035 Est. Cost $24.43 Unrealized +83.1%
T A T & T Inc 0.3%
Value ($000) $7,411 Shares 207,879 Est. Cost $14.68 Unrealized +7.7%
SCHE Schwab Emerging Markets Equity 0.3%
Value ($000) $7,257 Shares 252,850 Est. Cost $27.05 Unrealized
ALL Allstate Corp 0.2%
Value ($000) $6,092 Shares 64,257 Est. Cost $37.26 Unrealized +116.6%
LMT Lockheed Martin Corp 0.2%
Value ($000) $5,130 Shares 15,181 Est. Cost $71.65 Unrealized +284.4%
Rockwell Collins Inc 0.2%
Value ($000) $4,803 Shares 35,621 Est. Cost $68.89 Unrealized
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $4,724 Shares 74,692 Est. Cost $34.31 Unrealized +40.2%
CSCO Cisco Systems Inc 0.2%
Value ($000) $4,683 Shares 109,180 Est. Cost $23.43 Unrealized +42.8%
TJX TJX Cos Inc 0.2%
Value ($000) $4,649 Shares 57,000 Est. Cost $24.59 Unrealized +44.3%
PM Philip Morris International In 0.2%
Value ($000) $4,576 Shares 46,033 Est. Cost $50.32 Unrealized +36.5%
XLK Technology Sector SPDR 0.2%
Value ($000) $4,227 Shares 64,606 Est. Cost $56.00 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $4,166 Shares 23,374 Est. Cost $68.40 Unrealized +126.2%
MO Altria Group Inc 0.2%
Value ($000) $4,047 Shares 64,943 Est. Cost $17.35 Unrealized +110.8%
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $3,888 Shares 13 Est. Cost $172085.25 Unrealized +79.1%
WMT Wal Mart Stores Inc 0.1%
Value ($000) $3,850 Shares 43,269 Est. Cost $20.80 Unrealized +36.2%
CAT Caterpillar Inc 0.1%
Value ($000) $3,710 Shares 25,174 Est. Cost $84.05 Unrealized +58.3%
COST Costco Wholesale Corp 0.1%
Value ($000) $3,684 Shares 19,551 Est. Cost $87.23 Unrealized +94.0%
Mastercard Inc Class A 0.1%
Value ($000) $3,519 Shares 20,088 Est. Cost $109.18 Unrealized
PowerShares Financial Preferre 0.1%
Value ($000) $3,304 Shares 178,100 Est. Cost $17.90 Unrealized
Powershares QQQ Trust 0.1%
Value ($000) $3,259 Shares 20,352 Est. Cost $71.79 Unrealized
Twenty-First Century Fox Inc C 0.1%
Value ($000) $2,964 Shares 80,785 Est. Cost $30.35 Unrealized
BAX Baxter International Inc 0.1%
Value ($000) $2,878 Shares 44,254 Est. Cost $32.21 Unrealized +82.9%
V Visa Inc Cl A 0.1%
Value ($000) $2,790 Shares 23,325 Est. Cost $74.78 Unrealized +53.5%
KO Coca Cola Co 0.1%
Value ($000) $2,773 Shares 63,835 Est. Cost $27.94 Unrealized +25.5%
IP International Paper Co 0.1%
Value ($000) $2,353 Shares 44,040 Est. Cost $26.14 Unrealized +50.0%
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $2,202 Shares 34,901 Est. Cost $53.69 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $2,059 Shares 34,356 Est. Cost $29.59 Unrealized +77.7%
LQD IShares IBoxx Investment Grade 0.1%
Value ($000) $2,021 Shares 17,215 Est. Cost $115.05 Unrealized
PFF IShares Preferred Stock ETF 0.1%
Value ($000) $1,957 Shares 52,095 Est. Cost $39.38 Unrealized
SIEGY Siemens A G Sponsored ADR 0.1%
Value ($000) $1,880 Shares 29,405 Est. Cost $89.14 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $1,833 Shares 11,720 Est. Cost $75.46 Unrealized +81.1%
Powershares Preferred Portfoli 0.1%
Value ($000) $1,827 Shares 125,130 Est. Cost $14.31 Unrealized
InterXion Holding NV 0.1%
Value ($000) $1,801 Shares 29,000 Est. Cost $35.07 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $1,748 Shares 33,351 Est. Cost $29.11 Unrealized +64.0%
AGG IShares Core U S Aggregate Bon 0.1%
Value ($000) $1,743 Shares 16,256 Est. Cost $107.85 Unrealized
WLY John Wiley & Sons Inc Cl A 0.1%
Value ($000) $1,711 Shares 26,859 Est. Cost $27.09 Unrealized +85.5%
Synchrony Financial 0.1%
Value ($000) $1,708 Shares 50,952 Est. Cost $29.64 Unrealized
ABBV Abbvie Inc 0.1%
Value ($000) $1,653 Shares 17,460 Est. Cost $28.58 Unrealized +174.8%
VZ Verizon Communications 0.1%
Value ($000) $1,634 Shares 34,180 Est. Cost $27.45 Unrealized +20.3%
BP BP PLC Sponsored ADR 0.1%
Value ($000) $1,605 Shares 39,583 Est. Cost $41.58 Unrealized
CWI SPDR MSCI All Country World Ex 0.1%
Value ($000) $1,602 Shares 41,227 Est. Cost $32.85 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $1,577 Shares 17,970 Est. Cost $57.13 Unrealized +43.4%
General Electric Co 0.1%
Value ($000) $1,520 Shares 112,764 Est. Cost $23.46 Unrealized
Brookfield Asset Management Cl 0.1%
Value ($000) $1,517 Shares 38,910 Est. Cost $35.83 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $1,466 Shares 19,445 Est. Cost $63.68 Unrealized -7.5%
Xilinx Inc 0.1%
Value ($000) $1,445 Shares 20,000 Est. Cost $65.12 Unrealized
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $1,427 Shares 19,675 Est. Cost $49.27 Unrealized +34.0%
MS Morgan Stanley 0.1%
Value ($000) $1,369 Shares 25,364 Est. Cost $29.14 Unrealized +49.9%
BDX Becton Dickinson & Co 0.0%
Value ($000) $1,300 Shares 6,000 Est. Cost $89.89 Unrealized +116.5%
Varian Medical Systems Inc 0.0%
Value ($000) $1,300 Shares 10,600 Est. Cost $68.39 Unrealized
L Loews Corp 0.0%
Value ($000) $1,037 Shares 20,850 Est. Cost $42.08 Unrealized +16.0%
Express Scripts Holding Co 0.0%
Value ($000) $1,028 Shares 14,887 Est. Cost $64.14 Unrealized
Blackstone Group LP 0.0%
Value ($000) $1,026 Shares 32,115 Est. Cost $31.75 Unrealized
ESS Essex Property Trust Inc 0.0%
Value ($000) $1,009 Shares 4,191 Est. Cost $121.84 Unrealized +44.4%
FNF Fidelity National Financial Cl 0.0%
Value ($000) $957 Shares 23,915 Est. Cost $12.25 Unrealized +122.7%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $950 Shares 3,772 Est. Cost $167.76 Unrealized +30.2%
HAL Halliburton Co 0.0%
Value ($000) $932 Shares 19,860 Est. Cost $33.21 Unrealized +26.7%
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $931 Shares 11,509 Est. Cost $72.95 Unrealized
SMH Van Eck Vectors Semiconductor 0.0%
Value ($000) $912 Shares 8,750 Est. Cost $56.98 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $868 Shares 14,990 Est. Cost $40.53 Unrealized +20.2%
D Dominion Energy Inc 0.0%
Value ($000) $864 Shares 12,806 Est. Cost $35.87 Unrealized +44.8%
NEE NextEra Energy Inc 0.0%
Value ($000) $833 Shares 5,103 Est. Cost $15.57 Unrealized +103.5%
Alleghany Corp 0.0%
Value ($000) $806 Shares 1,311 Est. Cost $383.27 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $795 Shares 3,600 Est. Cost $92.84 Unrealized +96.0%
EFA IShares Trust MSCI EAFE ETF 0.0%
Value ($000) $780 Shares 11,187 Est. Cost $60.86 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $709 Shares 10,377 Est. Cost $44.18 Unrealized +33.5%
KHC Kraft Heinz Co 0.0%
Value ($000) $685 Shares 11,004 Est. Cost $50.07 Unrealized -2.2%
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $683 Shares 28,500 Est. Cost $25.79 Unrealized -26.7%
WTM White Mountains Insurance Grou 0.0%
Value ($000) $648 Shares 788 Est. Cost $583.58 Unrealized +41.5%
NTRS Northern Trust Corp 0.0%
Value ($000) $619 Shares 6,000 Est. Cost $40.35 Unrealized +105.6%
NKE Nike Inc Cl B 0.0%
Value ($000) $557 Shares 8,380 Est. Cost $48.88 Unrealized +22.0%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $549 Shares 4,836 Est. Cost $51.42 Unrealized +91.8%
RY Royal Bank Of Canada 0.0%
Value ($000) $542 Shares 7,010 Est. Cost $62.55 Unrealized +29.8%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $534 Shares 3,479 Est. Cost $76.99 Unrealized +82.8%
VWO Vanguard Emerging Market Viper 0.0%
Value ($000) $533 Shares 11,354 Est. Cost $40.82 Unrealized
JHG Janus Henderson Group PLC 0.0%
Value ($000) $529 Shares 16,000 Est. Cost $32.71 Unrealized +12.6%
ELME Washington Real Estate Investm 0.0%
Value ($000) $526 Shares 19,263 Est. Cost $26.90 Unrealized
UDR UDR Inc 0.0%
Value ($000) $524 Shares 14,701 Est. Cost $15.84 Unrealized +67.3%
SVB Financial Group 0.0%
Value ($000) $504 Shares 2,100 Est. Cost $110.48 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $493 Shares 12,250 Est. Cost $36.84 Unrealized 0.0%
XLF Financial Sector SPDR 0.0%
Value ($000) $491 Shares 17,822 Est. Cost $21.51 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $483 Shares 8,350 Est. Cost $34.44 Unrealized +65.9%
NVO Novo Nordisk AS Sponsored ADR 0.0%
Value ($000) $464 Shares 9,425 Est. Cost $67.80 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $450 Shares 4,485 Est. Cost $50.62 Unrealized +72.9%
GLW Corning Inc 0.0%
Value ($000) $446 Shares 16,006 Est. Cost $10.91 Unrealized +127.5%
Cerner Corp 0.0%
Value ($000) $442 Shares 7,615 Est. Cost $62.53 Unrealized
IWF IShares Russell 1000 Growth ET 0.0%
Value ($000) $413 Shares 3,032 Est. Cost $89.42 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $410 Shares 16,738 Est. Cost $51.20 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $377 Shares 3,855 Est. Cost $45.97 Unrealized +83.3%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $366 Shares 5,000 Est. Cost $30.44 Unrealized +76.6%
TGT Target Corp 0.0%
Value ($000) $349 Shares 5,026 Est. Cost $46.50 Unrealized +25.7%
DVY IShares Dow Jones Select Divid 0.0%
Value ($000) $349 Shares 3,667 Est. Cost $91.96 Unrealized
BA Boeing Co 0.0%
Value ($000) $348 Shares 1,060 Est. Cost $174.89 Unrealized +84.6%
HollyFrontier Corp 0.0%
Value ($000) $342 Shares 7,000 Est. Cost $36.00 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $341 Shares 6,147 Est. Cost $44.73 Unrealized +16.0%
Black Knight Financial Service 0.0%
Value ($000) $339 Shares 7,197 Est. Cost $44.14 Unrealized
BMO Bank Of Montreal 0.0%
Value ($000) $326 Shares 4,314 Est. Cost $43.18 Unrealized +32.0%
Anadarko Petroleum Corp 0.0%
Value ($000) $325 Shares 5,385 Est. Cost $51.48 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $316 Shares 8,100 Est. Cost $14.38 Unrealized +42.7%
IQ 50 Percent Hedged FTSE Euro 0.0%
Value ($000) $314 Shares 16,000 Est. Cost $17.63 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $310 Shares 1,952 Est. Cost $71.37 Unrealized +90.2%
ED Consolidated Edison Inc 0.0%
Value ($000) $306 Shares 3,920 Est. Cost $38.33 Unrealized +52.5%
ALV Autoliv Inc 0.0%
Value ($000) $292 Shares 2,000 Est. Cost $54.24 Unrealized +57.2%
SO Southern Co 0.0%
Value ($000) $289 Shares 6,478 Est. Cost $27.16 Unrealized +18.4%
DUK Duke Energy Corp 0.0%
Value ($000) $288 Shares 3,713 Est. Cost $42.86 Unrealized +30.8%
IWO IShares Russell 2000 Growth ET 0.0%
Value ($000) $274 Shares 1,436 Est. Cost $169.01 Unrealized
IBB IShares Trust Nasdaq Biotechno 0.0%
Value ($000) $272 Shares 2,550 Est. Cost $167.62 Unrealized
AEP American Electric Power Inc 0.0%
Value ($000) $272 Shares 3,965 Est. Cost $34.90 Unrealized +46.1%
CBT Cabot Corp 0.0%
Value ($000) $267 Shares 4,800 Est. Cost $33.82 Unrealized +53.5%
STT State Street Corp 0.0%
Value ($000) $265 Shares 2,662 Est. Cost $44.77 Unrealized +83.0%
JD.com Inc ADR 0.0%
Value ($000) $263 Shares 6,500 Est. Cost $40.46 Unrealized
BlackRock Inc 0.0%
Value ($000) $263 Shares 485 Est. Cost $422.00 Unrealized
Signature Bank 0.0%
Value ($000) $259 Shares 1,825 Est. Cost $86.59 Unrealized
APH Amphenol Corp Cl A 0.0%
Value ($000) $258 Shares 3,000 Est. Cost $15.27 Unrealized +36.7%
Avangrid Inc 0.0%
Value ($000) $256 Shares 4,999 Est. Cost $42.81 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $254 Shares 3,367 Est. Cost $75.86 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $252 Shares 1,643 Est. Cost $108.71 Unrealized +19.8%
IJR IShares S&P SmallCap 600 Index 0.0%
Value ($000) $248 Shares 3,223 Est. Cost $76.85 Unrealized
IJH IShares S&P MidCap 400 Index F 0.0%
Value ($000) $244 Shares 1,300 Est. Cost $189.81 Unrealized
Praxair Inc 0.0%
Value ($000) $244 Shares 1,688 Est. Cost $118.94 Unrealized
PPL PPL Corp 0.0%
Value ($000) $243 Shares 8,600 Est. Cost $17.39 Unrealized +20.1%
WPP WPP Group PLC Spon ADR 0.0%
Value ($000) $241 Shares 3,024 Est. Cost $85.37 Unrealized
First Trust Senior Loan ETF 0.0%
Value ($000) $241 Shares 5,000 Est. Cost $49.39 Unrealized
MKL Markel Corp 0.0%
Value ($000) $234 Shares 200 Est. Cost $1034.02 Unrealized +8.9%
Buckeye Partners L P 0.0%
Value ($000) $233 Shares 6,236 Est. Cost $72.05 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $228 Shares 2,040 Est. Cost $95.16 Unrealized +10.5%
HSBC HSBC Holdings PLC ADS 0.0%
Value ($000) $227 Shares 4,765 Est. Cost $47.64 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $224 Shares 3,455 Est. Cost $57.84 Unrealized -0.7%
VPL Vanguard Pacific ETF 0.0%
Value ($000) $219 Shares 3,000 Est. Cost $68.33 Unrealized
ILF IShares Latin America 40 ETF 0.0%
Value ($000) $218 Shares 5,800 Est. Cost $37.59 Unrealized
EG Everest Re Group Ltd 0.0%
Value ($000) $218 Shares 850 Est. Cost $203.94 Unrealized 0.0%
PPH Van Eck Vectors Pharmaceutical 0.0%
Value ($000) $216 Shares 3,800 Est. Cost $55.26 Unrealized
NWSA News Corp New Cl A 0.0%
Value ($000) $216 Shares 13,640 Est. Cost $13.21 Unrealized +13.9%
DTE DTE Energy Company 0.0%
Value ($000) $214 Shares 2,050 Est. Cost $59.27 Unrealized +13.4%
PSX Phillips 66 0.0%
Value ($000) $213 Shares 2,225 Est. Cost $40.44 Unrealized +76.7%
QEP Resources Inc 0.0%
Value ($000) $211 Shares 21,600 Est. Cost $27.76 Unrealized
USB US Bancorp 0.0%
Value ($000) $208 Shares 4,123 Est. Cost $33.87 Unrealized +17.9%
TRV Travelers Companies Inc 0.0%
Value ($000) $203 Shares 1,465 Est. Cost $110.50 Unrealized +6.4%
COLB Columbia Banking System Inc 0.0%
Value ($000) $203 Shares 4,832 Est. Cost $30.33 Unrealized 0.0%
Vectren Corp 0.0%
Value ($000) $201 Shares 3,147 Est. Cost $65.78 Unrealized
AES AES Corp 0.0%
Value ($000) $194 Shares 17,075 Est. Cost $8.18 Unrealized +0.1%
Encana Corp 0.0%
Value ($000) $123 Shares 11,195 Est. Cost $13.22 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $98 Shares 11,510 Est. Cost $22.39 Unrealized -66.0%
LXRX Lexicon Genetics Inc 0.0%
Value ($000) $91 Shares 10,618 Est. Cost $10.92 Unrealized -15.3%
Contrafect Corp 0.0%
Value ($000) $24 Shares 15,000 Est. Cost $4.47 Unrealized