KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 1, 2018

Total Value ($000): $2,791,665 (100.0% shares, 0.0% debt)

Holdings (212)

DIS Disney Walt Co 8.5%
Value ($000) $236,574 Shares 2,023,044 Est. Cost $57.57 Unrealized +85.1%
BRK/B Berkshire Hathaway Inc Cl B 7.3%
Value ($000) $204,836 Shares 956,686 Est. Cost $114.13 Unrealized +79.8%
PEP Pepsico Inc 4.6%
Value ($000) $127,598 Shares 1,141,301 Est. Cost $56.41 Unrealized +60.1%
JNJ Johnson & Johnson Co 4.0%
Value ($000) $111,069 Shares 803,861 Est. Cost $66.45 Unrealized +62.6%
UNP Union Pacific Corp 3.5%
Value ($000) $97,233 Shares 597,142 Est. Cost $66.63 Unrealized +91.8%
HON Honeywell International Inc 2.1%
Value ($000) $58,028 Shares 348,721 Est. Cost $55.30 Unrealized +119.9%
CMCSA Comcast Corp Cl A 2.0%
Value ($000) $56,644 Shares 1,599,676 Est. Cost $25.06 Unrealized +17.1%
AMZN Amazon.Com Inc 2.0%
Value ($000) $56,281 Shares 28,098 Est. Cost $40.16 Unrealized +134.1%
AAPL Apple Inc 1.9%
Value ($000) $53,990 Shares 239,171 Est. Cost $23.71 Unrealized +107.8%
MMM 3M CO 1.9%
Value ($000) $53,911 Shares 255,854 Est. Cost $62.09 Unrealized +112.9%
Royal Dutch Shell PLC Cl A Spo 1.9%
Value ($000) $53,460 Shares 784,562 Est. Cost $62.45 Unrealized
PYPL PayPal Holdings Inc 1.8%
Value ($000) $51,352 Shares 584,602 Est. Cost $37.48 Unrealized +134.4%
Raytheon Co 1.7%
Value ($000) $47,821 Shares 231,398 Est. Cost $68.58 Unrealized
FDX Fedex Corp 1.7%
Value ($000) $46,469 Shares 192,985 Est. Cost $101.43 Unrealized +109.2%
United Technologies Corp 1.6%
Value ($000) $45,687 Shares 326,782 Est. Cost $96.20 Unrealized
Air Lease Corp 1.4%
Value ($000) $39,851 Shares 868,595 Est. Cost $32.96 Unrealized
AMT American Tower Corp 1.4%
Value ($000) $39,539 Shares 272,121 Est. Cost $60.94 Unrealized +98.2%
Alphabet Inc Cl A 1.4%
Value ($000) $38,158 Shares 31,612 Est. Cost $776.45 Unrealized
Laboratory Corp America Holdin 1.3%
Value ($000) $36,927 Shares 212,613 Est. Cost $110.57 Unrealized
PANW Palo Alto Networks Inc 1.3%
Value ($000) $35,923 Shares 159,473 Est. Cost $21.08 Unrealized +72.7%
TMO Thermo Fisher Scientific Inc 1.3%
Value ($000) $34,921 Shares 143,074 Est. Cost $145.76 Unrealized +54.8%
AXP American Express Co 1.2%
Value ($000) $34,070 Shares 319,933 Est. Cost $60.57 Unrealized +55.4%
JPM J P Morgan Chase & Co 1.2%
Value ($000) $33,977 Shares 301,105 Est. Cost $68.66 Unrealized +34.9%
MRK Merck & Co Inc 1.2%
Value ($000) $33,785 Shares 476,245 Est. Cost $38.96 Unrealized +30.0%
AVGO Broadcom Inc 1.2%
Value ($000) $33,742 Shares 136,759 Est. Cost $19.93 Unrealized -8.3%
LLY Eli Lilly & Co 1.2%
Value ($000) $33,066 Shares 308,140 Est. Cost $43.16 Unrealized +109.2%
MDT Medtronic PLC 1.2%
Value ($000) $32,706 Shares 332,476 Est. Cost $58.33 Unrealized +30.8%
Kansas City Southern Industrie 1.2%
Value ($000) $32,339 Shares 285,480 Est. Cost $95.46 Unrealized
META Facebook Inc Cl A 1.1%
Value ($000) $31,895 Shares 193,938 Est. Cost $96.11 Unrealized +87.1%
CL Colgate Palmolive Co 1.1%
Value ($000) $31,663 Shares 472,938 Est. Cost $44.72 Unrealized +25.2%
Alphabet Inc Cl C 1.1%
Value ($000) $31,626 Shares 26,499 Est. Cost $757.59 Unrealized
SAP SAP SE ADR 1.1%
Value ($000) $31,524 Shares 256,286 Est. Cost $78.60 Unrealized
CCI Crown Castle International Cor 1.1%
Value ($000) $30,101 Shares 270,379 Est. Cost $55.10 Unrealized +47.6%
UPS United Parcel Service Inc Cl B 1.0%
Value ($000) $28,599 Shares 244,953 Est. Cost $71.53 Unrealized +23.6%
CVS CVS Health Corp 1.0%
Value ($000) $28,407 Shares 360,861 Est. Cost $56.47 Unrealized +0.0%
T A T & T Inc 1.0%
Value ($000) $28,217 Shares 840,281 Est. Cost $14.56 Unrealized -0.6%
INTC Intel Corp 1.0%
Value ($000) $28,163 Shares 595,540 Est. Cost $29.64 Unrealized +40.1%
ITW Illinois Tool Works 1.0%
Value ($000) $27,825 Shares 197,174 Est. Cost $51.25 Unrealized +129.1%
CBS Corp Cl B 0.9%
Value ($000) $26,518 Shares 461,575 Est. Cost $58.79 Unrealized
HIG Hartford Financial Services Gr 0.9%
Value ($000) $26,513 Shares 530,682 Est. Cost $23.13 Unrealized +88.2%
SCHF Schwab International Equity ET 0.9%
Value ($000) $25,810 Shares 769,773 Est. Cost $33.27 Unrealized
SLB Schlumberger Ltd 0.9%
Value ($000) $25,711 Shares 422,056 Est. Cost $53.60 Unrealized -2.9%
YUM Yum Brands Inc 0.9%
Value ($000) $25,334 Shares 278,664 Est. Cost $39.31 Unrealized +85.4%
WY Weyerhaeuser Co 0.9%
Value ($000) $24,668 Shares 764,418 Est. Cost $20.56 Unrealized +26.0%
CCL Carnival Corp 0.9%
Value ($000) $24,584 Shares 385,503 Est. Cost $60.80 Unrealized -6.5%
C Citigroup Inc 0.8%
Value ($000) $23,510 Shares 327,714 Est. Cost $53.76 Unrealized +1.9%
COP ConocoPhillips 0.8%
Value ($000) $21,912 Shares 283,113 Est. Cost $38.24 Unrealized +47.4%
PG Procter & Gamble Co 0.7%
Value ($000) $20,711 Shares 248,841 Est. Cost $55.35 Unrealized +22.5%
IBM International Business Machine 0.7%
Value ($000) $19,962 Shares 132,017 Est. Cost $103.99 Unrealized -2.6%
SCHA Schwab US Small Cap ETF 0.7%
Value ($000) $19,497 Shares 255,973 Est. Cost $68.88 Unrealized
GlaxoSmithkline PLC ADR 0.7%
Value ($000) $18,713 Shares 465,833 Est. Cost $49.15 Unrealized
MET Metlife Inc 0.6%
Value ($000) $17,052 Shares 364,996 Est. Cost $28.22 Unrealized +25.9%
VMC Vulcan Materials Co 0.6%
Value ($000) $15,787 Shares 141,969 Est. Cost $108.68 Unrealized 0.0%
Celgene Corp 0.6%
Value ($000) $15,525 Shares 173,483 Est. Cost $105.24 Unrealized
NSC Norfolk Southern Corp 0.5%
Value ($000) $15,025 Shares 83,240 Est. Cost $59.78 Unrealized +146.2%
Hess Corp 0.5%
Value ($000) $14,226 Shares 198,741 Est. Cost $67.13 Unrealized
PFE Pfizer Inc 0.5%
Value ($000) $14,156 Shares 321,208 Est. Cost $18.20 Unrealized +52.0%
CVX Chevron Corp 0.4%
Value ($000) $12,532 Shares 102,488 Est. Cost $71.95 Unrealized +22.2%
Torchmark Corp 0.4%
Value ($000) $12,484 Shares 144,013 Est. Cost $60.88 Unrealized
DowDuPont Inc 0.4%
Value ($000) $11,926 Shares 185,451 Est. Cost $67.63 Unrealized
SPY SPDR S&P 500 ETF Trust 0.4%
Value ($000) $11,571 Shares 39,801 Est. Cost $201.65 Unrealized
MDLZ Mondelez International Inc 0.4%
Value ($000) $11,304 Shares 263,130 Est. Cost $32.50 Unrealized +9.5%
PLD Prologis Inc 0.4%
Value ($000) $10,687 Shares 157,652 Est. Cost $53.52 Unrealized 0.0%
FIS Fidelity National Information 0.4%
Value ($000) $10,342 Shares 94,816 Est. Cost $76.20 Unrealized +23.2%
AMP Ameriprise Financial Inc 0.4%
Value ($000) $9,933 Shares 67,270 Est. Cost $60.12 Unrealized +107.0%
CB Chubb Ltd 0.4%
Value ($000) $9,902 Shares 74,098 Est. Cost $99.54 Unrealized +19.8%
YUMC Yum China Holdings Inc 0.4%
Value ($000) $9,850 Shares 280,519 Est. Cost $26.68 Unrealized +33.5%
MSFT Microsoft Corp 0.3%
Value ($000) $9,758 Shares 85,319 Est. Cost $30.11 Unrealized +234.8%
XOM Exxon Mobil Corp 0.3%
Value ($000) $9,315 Shares 109,568 Est. Cost $53.98 Unrealized +7.8%
BAC Bank Of America Corp 0.3%
Value ($000) $9,053 Shares 307,327 Est. Cost $11.41 Unrealized +123.3%
SCHE Schwab Emerging Markets Equity 0.3%
Value ($000) $8,654 Shares 336,605 Est. Cost $26.74 Unrealized
SBUX Starbucks Corp 0.2%
Value ($000) $6,663 Shares 117,221 Est. Cost $44.49 Unrealized +1.3%
BK Bank Of New York Mellon Corp 0.2%
Value ($000) $6,586 Shares 129,164 Est. Cost $24.43 Unrealized +74.8%
ABT Abbott Laboratories 0.2%
Value ($000) $6,566 Shares 89,504 Est. Cost $46.99 Unrealized +23.1%
TJX TJX Cos Inc 0.2%
Value ($000) $6,385 Shares 57,000 Est. Cost $24.59 Unrealized +89.0%
ALL Allstate Corp 0.2%
Value ($000) $5,881 Shares 59,580 Est. Cost $37.26 Unrealized +120.2%
XLK Technology Sector SPDR 0.2%
Value ($000) $5,408 Shares 71,786 Est. Cost $57.57 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $5,158 Shares 14,908 Est. Cost $71.65 Unrealized +268.8%
SYK Stryker Corp 0.2%
Value ($000) $5,041 Shares 28,369 Est. Cost $157.54 Unrealized 0.0%
Rockwell Collins Inc 0.2%
Value ($000) $4,896 Shares 34,861 Est. Cost $68.89 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $4,800 Shares 23,174 Est. Cost $68.40 Unrealized +145.5%
Anadarko Petroleum Corp 0.2%
Value ($000) $4,711 Shares 69,886 Est. Cost $68.73 Unrealized
COST Costco Wholesale Corp 0.2%
Value ($000) $4,651 Shares 19,801 Est. Cost $88.69 Unrealized +129.0%
DHR Danaher Corp 0.2%
Value ($000) $4,363 Shares 40,151 Est. Cost $83.99 Unrealized +4.8%
Mastercard Inc Class A 0.1%
Value ($000) $4,171 Shares 18,737 Est. Cost $109.18 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value ($000) $4,160 Shares 13 Est. Cost $172085.25 Unrealized +80.0%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $3,959 Shares 63,768 Est. Cost $34.31 Unrealized +31.1%
MO Altria Group Inc 0.1%
Value ($000) $3,769 Shares 62,486 Est. Cost $17.35 Unrealized +93.5%
Twenty-First Century Fox Inc C 0.1%
Value ($000) $3,685 Shares 79,535 Est. Cost $30.35 Unrealized
PM Philip Morris International In 0.1%
Value ($000) $3,245 Shares 39,794 Est. Cost $50.32 Unrealized +10.3%
V Visa Inc Cl A 0.1%
Value ($000) $3,224 Shares 21,480 Est. Cost $74.78 Unrealized +80.6%
QQQ Invesco QQQ Trust 0.1%
Value ($000) $3,198 Shares 17,211 Est. Cost $171.64 Unrealized
KO Coca Cola Co 0.1%
Value ($000) $2,795 Shares 60,507 Est. Cost $27.94 Unrealized +29.9%
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $2,689 Shares 38,655 Est. Cost $55.08 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $2,444 Shares 50,235 Est. Cost $23.43 Unrealized +53.8%
IP International Paper Co 0.1%
Value ($000) $2,165 Shares 44,040 Est. Cost $26.14 Unrealized +36.3%
LOW Lowes Cos Inc 0.1%
Value ($000) $2,052 Shares 17,870 Est. Cost $57.13 Unrealized +59.3%
VOD Vodafone Group Inc 0.1%
Value ($000) $1,952 Shares 89,950 Est. Cost $32.26 Unrealized
InterXion Holding NV 0.1%
Value ($000) $1,952 Shares 29,000 Est. Cost $35.07 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $1,873 Shares 11,199 Est. Cost $75.46 Unrealized +78.6%
BP BP PLC Sponsored ADR 0.1%
Value ($000) $1,855 Shares 40,227 Est. Cost $41.67 Unrealized
PGF Invesco Financial Preferred ET 0.1%
Value ($000) $1,826 Shares 100,400 Est. Cost $18.46 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $1,826 Shares 34,210 Est. Cost $27.45 Unrealized +29.8%
SIEGY Siemens A G Sponsored ADR 0.1%
Value ($000) $1,755 Shares 27,478 Est. Cost $89.14 Unrealized
ABBV Abbvie Inc 0.1%
Value ($000) $1,701 Shares 17,981 Est. Cost $29.77 Unrealized +132.3%
CAT Caterpillar Inc 0.1%
Value ($000) $1,693 Shares 11,100 Est. Cost $84.05 Unrealized +43.4%
Xilinx Inc 0.1%
Value ($000) $1,603 Shares 20,000 Est. Cost $65.12 Unrealized
BAX Baxter International Inc 0.1%
Value ($000) $1,596 Shares 20,709 Est. Cost $32.21 Unrealized +101.6%
WFC Wells Fargo & Co 0.1%
Value ($000) $1,574 Shares 29,951 Est. Cost $29.11 Unrealized +59.8%
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,566 Shares 6,000 Est. Cost $89.89 Unrealized +145.1%
CWI SPDR MSCI All Country World Ex 0.1%
Value ($000) $1,555 Shares 41,627 Est. Cost $32.85 Unrealized
Brookfield Asset Management Cl 0.1%
Value ($000) $1,521 Shares 34,155 Est. Cost $35.83 Unrealized
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $1,473 Shares 19,675 Est. Cost $49.27 Unrealized +38.7%
GILD Gilead Sciences Inc 0.1%
Value ($000) $1,418 Shares 18,361 Est. Cost $63.68 Unrealized -10.7%
Express Scripts Holding Co 0.1%
Value ($000) $1,414 Shares 14,887 Est. Cost $64.14 Unrealized
LQD IShares IBoxx Investment Grade 0.1%
Value ($000) $1,398 Shares 12,161 Est. Cost $115.05 Unrealized
WLY John Wiley & Sons Inc Cl A 0.0%
Value ($000) $1,367 Shares 22,559 Est. Cost $27.09 Unrealized +79.9%
MS Morgan Stanley 0.0%
Value ($000) $1,321 Shares 28,364 Est. Cost $30.44 Unrealized +27.9%
Varian Medical Systems Inc 0.0%
Value ($000) $1,225 Shares 10,940 Est. Cost $69.79 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $1,223 Shares 5,454 Est. Cost $177.79 Unrealized +10.5%
AGG IShares Core U S Aggregate Bon 0.0%
Value ($000) $1,181 Shares 11,196 Est. Cost $107.85 Unrealized
General Electric Co 0.0%
Value ($000) $1,122 Shares 99,350 Est. Cost $23.46 Unrealized
L Loews Corp 0.0%
Value ($000) $1,047 Shares 20,850 Est. Cost $42.08 Unrealized +15.4%
ESS Essex Property Trust Inc 0.0%
Value ($000) $1,034 Shares 4,191 Est. Cost $121.84 Unrealized +53.3%
PFF IShares Preferred Stock ETF 0.0%
Value ($000) $1,006 Shares 27,095 Est. Cost $39.38 Unrealized
PGX Invesco Preferred Portfolio 0.0%
Value ($000) $918 Shares 64,130 Est. Cost $14.56 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $907 Shares 12,906 Est. Cost $35.87 Unrealized +42.2%
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $861 Shares 9,994 Est. Cost $72.95 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $855 Shares 5,103 Est. Cost $15.57 Unrealized +127.7%
Consumer Staples Select Sector 0.0%
Value ($000) $846 Shares 15,690 Est. Cost $53.92 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $825 Shares 10,775 Est. Cost $44.78 Unrealized +38.3%
HAL Halliburton Co 0.0%
Value ($000) $805 Shares 19,860 Est. Cost $33.21 Unrealized +7.1%
EFA IShares Trust MSCI EAFE ETF 0.0%
Value ($000) $749 Shares 11,013 Est. Cost $60.86 Unrealized
WTM White Mountains Insurance Grou 0.0%
Value ($000) $737 Shares 788 Est. Cost $583.58 Unrealized +58.8%
GD General Dynamics Corp 0.0%
Value ($000) $736 Shares 3,595 Est. Cost $92.84 Unrealized +78.1%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $729 Shares 4,836 Est. Cost $51.42 Unrealized +134.9%
QCOM Qualcomm Inc 0.0%
Value ($000) $691 Shares 9,597 Est. Cost $45.45 Unrealized +20.2%
NKE Nike Inc Cl B 0.0%
Value ($000) $668 Shares 7,890 Est. Cost $48.88 Unrealized +49.3%
SVB Financial Group 0.0%
Value ($000) $653 Shares 2,100 Est. Cost $110.48 Unrealized
Cerner Corp 0.0%
Value ($000) $648 Shares 10,055 Est. Cost $62.29 Unrealized
FNF Fidelity National Financial Cl 0.0%
Value ($000) $626 Shares 15,915 Est. Cost $12.25 Unrealized +126.7%
SMH Van Eck Vectors Semiconductor 0.0%
Value ($000) $623 Shares 5,850 Est. Cost $56.98 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $613 Shares 6,000 Est. Cost $40.35 Unrealized +112.1%
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $604 Shares 26,800 Est. Cost $25.79 Unrealized -33.1%
KHC Kraft Heinz Co 0.0%
Value ($000) $599 Shares 10,868 Est. Cost $50.07 Unrealized -16.5%
Synchrony Financial 0.0%
Value ($000) $598 Shares 19,239 Est. Cost $29.64 Unrealized
UDR UDR Inc 0.0%
Value ($000) $594 Shares 14,701 Est. Cost $15.84 Unrealized +88.2%
ELME Washington Real Estate Investm 0.0%
Value ($000) $590 Shares 19,263 Est. Cost $26.90 Unrealized
ACN Accenture Ltd Cl A 0.0%
Value ($000) $582 Shares 3,419 Est. Cost $76.99 Unrealized +93.8%
GLW Corning Inc 0.0%
Value ($000) $565 Shares 16,006 Est. Cost $10.91 Unrealized +142.7%
RY Royal Bank Of Canada 0.0%
Value ($000) $498 Shares 6,210 Est. Cost $62.55 Unrealized +25.3%
XLF Financial Sector SPDR 0.0%
Value ($000) $493 Shares 17,882 Est. Cost $21.51 Unrealized
HollyFrontier Corp 0.0%
Value ($000) $489 Shares 7,000 Est. Cost $36.00 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $484 Shares 4,485 Est. Cost $50.62 Unrealized +86.9%
RHI Robert Half International Inc 0.0%
Value ($000) $471 Shares 6,690 Est. Cost $34.44 Unrealized +112.7%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $467 Shares 4,971 Est. Cost $20.80 Unrealized +31.4%
Alleghany Corp 0.0%
Value ($000) $464 Shares 711 Est. Cost $383.27 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $452 Shares 15,738 Est. Cost $51.20 Unrealized
IWF IShares Russell 1000 Growth ET 0.0%
Value ($000) $442 Shares 2,832 Est. Cost $89.42 Unrealized
NVO Novo Nordisk AS Sponsored ADR 0.0%
Value ($000) $441 Shares 9,360 Est. Cost $67.80 Unrealized
BA Boeing Co 0.0%
Value ($000) $436 Shares 1,172 Est. Cost $190.24 Unrealized +78.2%
JHG Janus Henderson Group PLC 0.0%
Value ($000) $431 Shares 16,000 Est. Cost $32.71 Unrealized -10.9%
NWL Newell Brands Inc 0.0%
Value ($000) $416 Shares 20,491 Est. Cost $31.29 Unrealized -47.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $400 Shares 5,000 Est. Cost $30.44 Unrealized +105.4%
DVY IShares Dow Jones Select Divid 0.0%
Value ($000) $381 Shares 3,817 Est. Cost $92.19 Unrealized
VCSH Vanguard Short Term Corporate 0.0%
Value ($000) $362 Shares 4,630 Est. Cost $78.19 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $354 Shares 8,100 Est. Cost $14.38 Unrealized +65.5%
VWO Vanguard Emerging Market Viper 0.0%
Value ($000) $351 Shares 8,549 Est. Cost $40.82 Unrealized
Blackstone Group LP 0.0%
Value ($000) $343 Shares 9,005 Est. Cost $31.75 Unrealized
Black Knight Financial Service 0.0%
Value ($000) $332 Shares 6,397 Est. Cost $44.14 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $326 Shares 1,952 Est. Cost $71.37 Unrealized +90.5%
BMO Bank Of Montreal 0.0%
Value ($000) $322 Shares 3,899 Est. Cost $43.18 Unrealized +36.7%
IBB IShares Trust Nasdaq Biotechno 0.0%
Value ($000) $311 Shares 2,550 Est. Cost $167.62 Unrealized
IWO IShares Russell 2000 Growth ET 0.0%
Value ($000) $309 Shares 1,436 Est. Cost $169.01 Unrealized
CBT Cabot Corp 0.0%
Value ($000) $301 Shares 4,800 Est. Cost $33.82 Unrealized +58.0%
ED Consolidated Edison Inc 0.0%
Value ($000) $299 Shares 3,920 Est. Cost $38.33 Unrealized +57.6%
DUK Duke Energy Corp 0.0%
Value ($000) $297 Shares 3,713 Est. Cost $42.86 Unrealized +40.1%
IJR IShares S&P SmallCap 600 Index 0.0%
Value ($000) $296 Shares 3,392 Est. Cost $77.24 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $294 Shares 800 Est. Cost $254.40 Unrealized +26.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $284 Shares 3,455 Est. Cost $57.84 Unrealized +17.1%
SO Southern Co 0.0%
Value ($000) $282 Shares 6,478 Est. Cost $27.16 Unrealized +26.2%
APH Amphenol Corp Cl A 0.0%
Value ($000) $282 Shares 3,000 Est. Cost $15.27 Unrealized +41.8%
IJH IShares S&P MidCap 400 Index F 0.0%
Value ($000) $282 Shares 1,400 Est. Cost $190.19 Unrealized
AEP American Electric Power Inc 0.0%
Value ($000) $281 Shares 3,965 Est. Cost $34.90 Unrealized +57.3%
Praxair Inc 0.0%
Value ($000) $271 Shares 1,688 Est. Cost $118.94 Unrealized
TGT Target Corp 0.0%
Value ($000) $262 Shares 2,971 Est. Cost $46.50 Unrealized +46.1%
HSBC HSBC Holdings PLC ADS 0.0%
Value ($000) $260 Shares 5,903 Est. Cost $47.28 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $260 Shares 2,040 Est. Cost $95.16 Unrealized +20.3%
PPL PPL Corp 0.0%
Value ($000) $252 Shares 8,600 Est. Cost $17.39 Unrealized +21.5%
PSX Phillips 66 0.0%
Value ($000) $251 Shares 2,225 Est. Cost $41.28 Unrealized +108.4%
WELL Welltower Inc 0.0%
Value ($000) $248 Shares 3,849 Est. Cost $44.32 Unrealized +14.5%
AES AES Corp 0.0%
Value ($000) $246 Shares 17,606 Est. Cost $8.29 Unrealized +25.0%
QEP Resources Inc 0.0%
Value ($000) $245 Shares 21,600 Est. Cost $27.76 Unrealized
Avangrid Inc 0.0%
Value ($000) $240 Shares 4,999 Est. Cost $42.81 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) $238 Shares 200 Est. Cost $1034.02 Unrealized +13.8%
Iron Mountain Inc 0.0%
Value ($000) $234 Shares 6,771 Est. Cost $34.94 Unrealized
BlackRock Inc 0.0%
Value ($000) $229 Shares 485 Est. Cost $422.00 Unrealized
Vectren Corp 0.0%
Value ($000) $225 Shares 3,147 Est. Cost $65.78 Unrealized
AVAV Aeroviroment Inc 0.0%
Value ($000) $224 Shares 2,000 Est. Cost $86.70 Unrealized 0.0%
DTE DTE Energy Company 0.0%
Value ($000) $224 Shares 2,050 Est. Cost $59.27 Unrealized +22.8%
Buckeye Partners L P 0.0%
Value ($000) $223 Shares 6,236 Est. Cost $72.05 Unrealized
STT State Street Corp 0.0%
Value ($000) $223 Shares 2,662 Est. Cost $44.77 Unrealized +54.8%
WPP WPP Group PLC Spon ADR 0.0%
Value ($000) $222 Shares 3,024 Est. Cost $85.37 Unrealized
USB US Bancorp 0.0%
Value ($000) $218 Shares 4,119 Est. Cost $33.87 Unrealized +15.5%
Taubman Centers Inc 0.0%
Value ($000) $216 Shares 3,618 Est. Cost $59.70 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $204 Shares 2,351 Est. Cost $71.13 Unrealized 0.0%
TD Toronto Dominion Bank 0.0%
Value ($000) $200 Shares 3,295 Est. Cost $59.55 Unrealized 0.0%
NWSA News Corp New Cl A 0.0%
Value ($000) $180 Shares 13,640 Est. Cost $13.21 Unrealized -2.2%
Encana Corp 0.0%
Value ($000) $147 Shares 11,195 Est. Cost $13.22 Unrealized
LXRX Lexicon Genetics Inc 0.0%
Value ($000) $113 Shares 10,618 Est. Cost $10.92 Unrealized +4.9%
Contrafect Corp 0.0%
Value ($000) $31 Shares 15,000 Est. Cost $4.47 Unrealized