KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 22, 2019

Total Value ($000): $2,357,025 (100.0% shares, 0.0% debt)

Holdings (192)

DIS Disney Walt Co 8.9%
Value ($000) $210,538 Shares 1,920,098 Est. Cost $57.57 Unrealized +89.5%
BRK/B Berkshire Hathaway Inc Cl B 7.5%
Value ($000) $177,948 Shares 871,523 Est. Cost $114.13 Unrealized +83.0%
PEP Pepsico Inc 5.0%
Value ($000) $118,541 Shares 1,072,969 Est. Cost $56.41 Unrealized +60.7%
JNJ Johnson & Johnson Co 4.3%
Value ($000) $102,289 Shares 792,630 Est. Cost $66.45 Unrealized +71.8%
UNP Union Pacific Corp 3.3%
Value ($000) $78,600 Shares 568,611 Est. Cost $66.63 Unrealized +89.7%
CMCSA Comcast Corp Cl A 2.3%
Value ($000) $54,873 Shares 1,611,537 Est. Cost $25.06 Unrealized +21.4%
PYPL PayPal Holdings Inc 2.1%
Value ($000) $48,383 Shares 575,371 Est. Cost $37.48 Unrealized +121.7%
MMM 3M CO 2.0%
Value ($000) $47,886 Shares 251,319 Est. Cost $62.09 Unrealized +106.6%
HON Honeywell International Inc 1.9%
Value ($000) $45,373 Shares 343,416 Est. Cost $55.30 Unrealized +112.8%
Royal Dutch Shell PLC Cl A Spo 1.9%
Value ($000) $44,682 Shares 766,816 Est. Cost $62.45 Unrealized
AMT American Tower Corp 1.8%
Value ($000) $42,372 Shares 267,851 Est. Cost $60.94 Unrealized +112.5%
AMZN Amazon.Com Inc 1.8%
Value ($000) $41,450 Shares 27,597 Est. Cost $40.16 Unrealized +107.0%
United Technologies Corp 1.5%
Value ($000) $35,704 Shares 335,309 Est. Cost $96.46 Unrealized
LLY Eli Lilly & Co 1.5%
Value ($000) $35,594 Shares 307,586 Est. Cost $43.16 Unrealized +134.9%
Raytheon Co 1.5%
Value ($000) $35,518 Shares 231,610 Est. Cost $68.58 Unrealized
MRK Merck & Co Inc 1.5%
Value ($000) $35,486 Shares 464,423 Est. Cost $38.96 Unrealized +45.0%
AVGO Broadcom Inc 1.5%
Value ($000) $34,594 Shares 136,047 Est. Cost $19.93 Unrealized -2.8%
Alphabet Inc Cl A 1.4%
Value ($000) $32,938 Shares 31,521 Est. Cost $776.45 Unrealized
TMO Thermo Fisher Scientific Inc 1.3%
Value ($000) $31,548 Shares 140,971 Est. Cost $145.76 Unrealized +58.0%
MDT Medtronic PLC 1.3%
Value ($000) $31,524 Shares 346,575 Est. Cost $59.10 Unrealized +30.5%
FDX Fedex Corp 1.3%
Value ($000) $30,861 Shares 191,290 Est. Cost $101.43 Unrealized +83.3%
AXP American Express Co 1.3%
Value ($000) $30,286 Shares 317,724 Est. Cost $60.57 Unrealized +56.9%
PANW Palo Alto Networks Inc 1.3%
Value ($000) $29,893 Shares 158,710 Est. Cost $21.08 Unrealized +47.9%
CCI Crown Castle International Cor 1.2%
Value ($000) $29,203 Shares 268,835 Est. Cost $55.10 Unrealized +47.0%
JPM J P Morgan Chase & Co 1.2%
Value ($000) $28,444 Shares 291,371 Est. Cost $68.66 Unrealized +27.5%
CL Colgate Palmolive Co 1.1%
Value ($000) $26,990 Shares 453,465 Est. Cost $44.72 Unrealized +18.3%
Laboratory Corp America Holdin 1.1%
Value ($000) $26,640 Shares 210,824 Est. Cost $110.57 Unrealized
Alphabet Inc Cl C 1.1%
Value ($000) $26,608 Shares 25,693 Est. Cost $757.59 Unrealized
SCHF Schwab International Equity ET 1.1%
Value ($000) $26,518 Shares 935,374 Est. Cost $32.40 Unrealized
Air Lease Corp 1.1%
Value ($000) $25,915 Shares 857,822 Est. Cost $32.96 Unrealized
SAP SAP SE ADR 1.1%
Value ($000) $25,471 Shares 255,865 Est. Cost $78.60 Unrealized
META Facebook Inc Cl A 1.1%
Value ($000) $25,193 Shares 192,180 Est. Cost $96.11 Unrealized +49.7%
YUM Yum Brands Inc 1.1%
Value ($000) $25,172 Shares 273,846 Est. Cost $39.31 Unrealized +99.4%
ITW Illinois Tool Works 1.0%
Value ($000) $24,124 Shares 190,419 Est. Cost $51.25 Unrealized +115.6%
UPS United Parcel Service Inc Cl B 1.0%
Value ($000) $23,652 Shares 242,504 Est. Cost $71.53 Unrealized +14.7%
Kansas City Southern Industrie 1.0%
Value ($000) $23,487 Shares 246,070 Est. Cost $95.46 Unrealized
CVS CVS Health Corp 1.0%
Value ($000) $23,121 Shares 352,885 Est. Cost $56.47 Unrealized +5.2%
T A T & T Inc 1.0%
Value ($000) $22,911 Shares 802,754 Est. Cost $14.56 Unrealized -3.7%
PG Procter & Gamble Co 1.0%
Value ($000) $22,575 Shares 245,599 Est. Cost $55.35 Unrealized +35.0%
HIG Hartford Financial Services Gr 0.9%
Value ($000) $22,349 Shares 502,780 Est. Cost $23.13 Unrealized +65.8%
VMC Vulcan Materials Co 0.8%
Value ($000) $19,110 Shares 193,424 Est. Cost $105.11 Unrealized -9.4%
CBS Corp Cl B 0.8%
Value ($000) $19,066 Shares 436,099 Est. Cost $58.79 Unrealized
SCHA Schwab US Small Cap ETF 0.8%
Value ($000) $18,505 Shares 304,956 Est. Cost $67.57 Unrealized
COP ConocoPhillips 0.8%
Value ($000) $18,336 Shares 294,089 Est. Cost $38.81 Unrealized +37.6%
CCL Carnival Corp 0.8%
Value ($000) $18,148 Shares 368,107 Est. Cost $60.80 Unrealized -11.0%
GlaxoSmithkline PLC ADR 0.7%
Value ($000) $17,662 Shares 462,233 Est. Cost $49.15 Unrealized
Salesforce.com Inc 0.7%
Value ($000) $17,432 Shares 127,271 Est. Cost $136.97 Unrealized
MSFT Microsoft Corp 0.7%
Value ($000) $16,609 Shares 163,515 Est. Cost $63.54 Unrealized +57.4%
WY Weyerhaeuser Co 0.7%
Value ($000) $15,665 Shares 716,636 Est. Cost $20.56 Unrealized -2.2%
MET Metlife Inc 0.6%
Value ($000) $14,350 Shares 349,491 Est. Cost $28.22 Unrealized +19.3%
PFE Pfizer Inc 0.6%
Value ($000) $14,262 Shares 326,747 Est. Cost $18.40 Unrealized +63.2%
C Citigroup Inc 0.6%
Value ($000) $14,147 Shares 271,745 Est. Cost $53.76 Unrealized -8.2%
NSC Norfolk Southern Corp 0.5%
Value ($000) $12,432 Shares 83,140 Est. Cost $59.78 Unrealized +138.1%
MDLZ Mondelez International Inc 0.5%
Value ($000) $11,821 Shares 295,322 Est. Cost $32.86 Unrealized +8.9%
CVX Chevron Corp 0.5%
Value ($000) $11,534 Shares 106,024 Est. Cost $72.38 Unrealized +17.1%
PLD Prologis Inc 0.5%
Value ($000) $11,526 Shares 196,298 Est. Cost $53.45 Unrealized -0.6%
FIS Fidelity National Information 0.5%
Value ($000) $10,810 Shares 105,416 Est. Cost $77.70 Unrealized +17.2%
HD Home Depot Inc 0.5%
Value ($000) $10,665 Shares 62,073 Est. Cost $119.78 Unrealized +25.6%
CB Chubb Ltd 0.4%
Value ($000) $10,548 Shares 81,650 Est. Cost $100.93 Unrealized +13.4%
DowDuPont Inc 0.4%
Value ($000) $10,540 Shares 197,081 Est. Cost $66.80 Unrealized
Torchmark Corp 0.4%
Value ($000) $10,305 Shares 138,262 Est. Cost $60.88 Unrealized
SPY SPDR S&P 500 ETF Trust 0.4%
Value ($000) $9,646 Shares 38,593 Est. Cost $201.65 Unrealized
SCHE Schwab Emerging Markets Equity 0.4%
Value ($000) $9,589 Shares 407,517 Est. Cost $26.18 Unrealized
YUMC Yum China Holdings Inc 0.4%
Value ($000) $9,359 Shares 279,104 Est. Cost $26.68 Unrealized +28.6%
Celgene Corp 0.4%
Value ($000) $9,182 Shares 143,255 Est. Cost $105.24 Unrealized
NXPI NXP Semiconductors NV 0.4%
Value ($000) $8,540 Shares 116,533 Est. Cost $70.60 Unrealized 0.0%
SBUX Starbucks Corp 0.4%
Value ($000) $8,536 Shares 132,543 Est. Cost $45.55 Unrealized +17.8%
Hess Corp 0.3%
Value ($000) $7,949 Shares 196,277 Est. Cost $67.13 Unrealized
SLB Schlumberger Ltd 0.3%
Value ($000) $7,877 Shares 218,328 Est. Cost $53.60 Unrealized -25.0%
BAC Bank Of America Corp 0.3%
Value ($000) $7,426 Shares 301,367 Est. Cost $11.41 Unrealized +99.8%
ABT Abbott Laboratories 0.3%
Value ($000) $7,036 Shares 97,284 Est. Cost $48.20 Unrealized +28.9%
AMP Ameriprise Financial Inc 0.3%
Value ($000) $7,018 Shares 67,240 Est. Cost $60.12 Unrealized +82.8%
XOM Exxon Mobil Corp 0.3%
Value ($000) $6,990 Shares 102,514 Est. Cost $53.98 Unrealized +4.5%
AAPL Apple Inc 0.3%
Value ($000) $6,320 Shares 40,064 Est. Cost $23.71 Unrealized +94.1%
BK Bank Of New York Mellon Corp 0.3%
Value ($000) $5,995 Shares 127,355 Est. Cost $24.43 Unrealized +62.3%
VanEck Vectors Oil Services ET 0.2%
Value ($000) $5,791 Shares 412,704 Est. Cost $14.03 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $5,037 Shares 32,134 Est. Cost $157.22 Unrealized -1.6%
TJX TJX Cos Inc 0.2%
Value ($000) $4,921 Shares 110,000 Est. Cost $34.85 Unrealized +31.7%
DHR Danaher Corp 0.2%
Value ($000) $4,815 Shares 46,693 Est. Cost $84.54 Unrealized +4.0%
ALL Allstate Corp 0.2%
Value ($000) $4,352 Shares 52,672 Est. Cost $37.26 Unrealized +103.7%
BRK/A Berkshire Hathaway Inc Cl A 0.2%
Value ($000) $3,978 Shares 13 Est. Cost $172085.25 Unrealized +81.9%
LMT Lockheed Martin Corp 0.2%
Value ($000) $3,867 Shares 14,770 Est. Cost $71.65 Unrealized +249.0%
Twenty-First Century Fox Inc C 0.2%
Value ($000) $3,814 Shares 79,270 Est. Cost $30.35 Unrealized
COST Costco Wholesale Corp 0.2%
Value ($000) $3,626 Shares 17,801 Est. Cost $88.69 Unrealized +127.7%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $3,277 Shares 63,052 Est. Cost $34.31 Unrealized +19.4%
Mastercard Inc Class A 0.1%
Value ($000) $3,252 Shares 17,237 Est. Cost $109.18 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $2,894 Shares 58,586 Est. Cost $17.35 Unrealized +90.9%
XLK Technology Sector SPDR 0.1%
Value ($000) $2,814 Shares 45,401 Est. Cost $57.57 Unrealized
QQQ Invesco QQQ Trust 0.1%
Value ($000) $2,636 Shares 17,088 Est. Cost $171.64 Unrealized
PM Philip Morris International In 0.1%
Value ($000) $2,569 Shares 38,475 Est. Cost $50.32 Unrealized +13.9%
Anadarko Petroleum Corp 0.1%
Value ($000) $2,562 Shares 58,453 Est. Cost $68.73 Unrealized
V Visa Inc Cl A 0.1%
Value ($000) $2,550 Shares 19,330 Est. Cost $74.78 Unrealized +75.7%
KO Coca Cola Co 0.1%
Value ($000) $2,496 Shares 52,707 Est. Cost $27.94 Unrealized +37.4%
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $2,455 Shares 41,117 Est. Cost $55.36 Unrealized
IBM International Business Machine 0.1%
Value ($000) $2,405 Shares 21,160 Est. Cost $103.99 Unrealized -15.4%
GILD Gilead Sciences Inc 0.1%
Value ($000) $2,217 Shares 35,436 Est. Cost $58.54 Unrealized -9.4%
INTC Intel Corp 0.1%
Value ($000) $2,111 Shares 44,987 Est. Cost $29.64 Unrealized +35.6%
CSCO Cisco Systems Inc 0.1%
Value ($000) $1,980 Shares 45,695 Est. Cost $23.43 Unrealized +57.5%
MCD McDonalds Corp 0.1%
Value ($000) $1,940 Shares 10,925 Est. Cost $75.46 Unrealized +98.9%
IP International Paper Co 0.1%
Value ($000) $1,778 Shares 44,040 Est. Cost $26.14 Unrealized +16.5%
PGF Invesco Financial Preferred ET 0.1%
Value ($000) $1,660 Shares 95,600 Est. Cost $18.46 Unrealized
ABBV Abbvie Inc 0.1%
Value ($000) $1,647 Shares 17,866 Est. Cost $29.77 Unrealized +117.7%
SIEGY Siemens A G Sponsored ADR 0.1%
Value ($000) $1,575 Shares 28,078 Est. Cost $88.43 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $1,558 Shares 16,870 Est. Cost $57.13 Unrealized +48.1%
Xilinx Inc 0.1%
Value ($000) $1,533 Shares 18,000 Est. Cost $65.12 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $1,410 Shares 11,100 Est. Cost $84.05 Unrealized +32.7%
InterXion Holding NV 0.1%
Value ($000) $1,408 Shares 26,000 Est. Cost $35.07 Unrealized
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $1,386 Shares 18,400 Est. Cost $49.27 Unrealized +41.8%
CWI SPDR MSCI All Country World Ex 0.1%
Value ($000) $1,367 Shares 41,743 Est. Cost $32.85 Unrealized
BP BP PLC Sponsored ADR 0.1%
Value ($000) $1,359 Shares 35,827 Est. Cost $41.67 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,352 Shares 6,000 Est. Cost $89.89 Unrealized +131.6%
VZ Verizon Communications 0.1%
Value ($000) $1,328 Shares 23,628 Est. Cost $27.45 Unrealized +40.7%
LQD IShares IBoxx Investment Grade 0.1%
Value ($000) $1,316 Shares 11,666 Est. Cost $115.05 Unrealized
Varian Medical Systems Inc 0.1%
Value ($000) $1,228 Shares 10,840 Est. Cost $69.79 Unrealized
BAX Baxter International Inc 0.1%
Value ($000) $1,205 Shares 18,304 Est. Cost $32.21 Unrealized +83.0%
AGG IShares Core U S Aggregate Bon 0.0%
Value ($000) $1,165 Shares 10,937 Est. Cost $107.85 Unrealized
Brookfield Asset Management Cl 0.0%
Value ($000) $1,147 Shares 29,900 Est. Cost $35.83 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $1,125 Shares 28,364 Est. Cost $30.44 Unrealized +15.0%
WLY John Wiley & Sons Inc Cl A 0.0%
Value ($000) $1,060 Shares 22,559 Est. Cost $27.09 Unrealized +56.4%
VOD Vodafone Group Inc 0.0%
Value ($000) $1,037 Shares 53,765 Est. Cost $32.26 Unrealized
ESS Essex Property Trust Inc 0.0%
Value ($000) $979 Shares 3,991 Est. Cost $121.84 Unrealized +61.7%
L Loews Corp 0.0%
Value ($000) $949 Shares 20,850 Est. Cost $42.08 Unrealized +8.6%
PFF IShares Preferred Stock ETF 0.0%
Value ($000) $922 Shares 26,945 Est. Cost $39.38 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $879 Shares 5,259 Est. Cost $177.79 Unrealized -3.9%
WFC Wells Fargo & Co 0.0%
Value ($000) $878 Shares 19,051 Est. Cost $29.11 Unrealized +44.4%
PGX Invesco Preferred Portfolio 0.0%
Value ($000) $864 Shares 64,130 Est. Cost $14.56 Unrealized
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $858 Shares 9,994 Est. Cost $72.95 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $853 Shares 4,907 Est. Cost $15.57 Unrealized +135.4%
D Dominion Energy Inc 0.0%
Value ($000) $794 Shares 11,106 Est. Cost $35.87 Unrealized +48.4%
CI Cigna Corp 0.0%
Value ($000) $792 Shares 4,169 Est. Cost $190.77 Unrealized 0.0%
WTM White Mountains Insurance Grou 0.0%
Value ($000) $676 Shares 788 Est. Cost $583.58 Unrealized +52.7%
EFA IShares Trust MSCI EAFE ETF 0.0%
Value ($000) $633 Shares 10,773 Est. Cost $60.86 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $608 Shares 10,175 Est. Cost $44.78 Unrealized +27.3%
NKE Nike Inc Cl B 0.0%
Value ($000) $585 Shares 7,890 Est. Cost $48.88 Unrealized +39.4%
UDR UDR Inc 0.0%
Value ($000) $582 Shares 14,701 Est. Cost $15.84 Unrealized +96.9%
GD General Dynamics Corp 0.0%
Value ($000) $557 Shares 3,545 Est. Cost $92.84 Unrealized +63.8%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $551 Shares 4,200 Est. Cost $51.42 Unrealized +135.6%
SMH Van Eck Vectors Semiconductor 0.0%
Value ($000) $511 Shares 5,850 Est. Cost $56.98 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $502 Shares 6,000 Est. Cost $40.35 Unrealized +86.7%
FNF Fidelity National Financial Cl 0.0%
Value ($000) $495 Shares 15,735 Est. Cost $12.25 Unrealized +93.3%
GLW Corning Inc 0.0%
Value ($000) $484 Shares 16,006 Est. Cost $10.91 Unrealized +139.9%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $479 Shares 3,394 Est. Cost $76.99 Unrealized +85.6%
KHC Kraft Heinz Co 0.0%
Value ($000) $476 Shares 11,063 Est. Cost $49.83 Unrealized -26.5%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $464 Shares 4,977 Est. Cost $20.80 Unrealized +38.3%
ELME Washington Real Estate Investm 0.0%
Value ($000) $443 Shares 19,263 Est. Cost $26.90 Unrealized
XLF Financial Sector SPDR 0.0%
Value ($000) $443 Shares 18,582 Est. Cost $21.60 Unrealized
Alleghany Corp 0.0%
Value ($000) $437 Shares 701 Est. Cost $383.27 Unrealized
Synchrony Financial 0.0%
Value ($000) $434 Shares 18,479 Est. Cost $29.64 Unrealized
NVO Novo Nordisk AS Sponsored ADR 0.0%
Value ($000) $431 Shares 9,360 Est. Cost $67.80 Unrealized
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $409 Shares 18,300 Est. Cost $25.79 Unrealized -30.6%
SVB Financial Group 0.0%
Value ($000) $399 Shares 2,100 Est. Cost $110.48 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $380 Shares 15,438 Est. Cost $51.20 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $373 Shares 4,485 Est. Cost $50.62 Unrealized +60.5%
VCSH Vanguard Short Term Corporate 0.0%
Value ($000) $369 Shares 4,730 Est. Cost $78.18 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $368 Shares 13,860 Est. Cost $33.21 Unrealized -12.3%
RHI Robert Half International Inc 0.0%
Value ($000) $360 Shares 6,290 Est. Cost $34.44 Unrealized +78.1%
HollyFrontier Corp 0.0%
Value ($000) $358 Shares 7,000 Est. Cost $36.00 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $350 Shares 6,157 Est. Cost $45.45 Unrealized +11.9%
DVY IShares Dow Jones Select Divid 0.0%
Value ($000) $341 Shares 3,817 Est. Cost $92.19 Unrealized
IWF IShares Russell 1000 Growth ET 0.0%
Value ($000) $336 Shares 2,566 Est. Cost $89.42 Unrealized
JHG Janus Henderson Group PLC 0.0%
Value ($000) $332 Shares 16,000 Est. Cost $32.71 Unrealized -29.8%
VWO Vanguard Emerging Market Viper 0.0%
Value ($000) $326 Shares 8,545 Est. Cost $40.82 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $312 Shares 1,952 Est. Cost $71.37 Unrealized +86.6%
ED Consolidated Edison Inc 0.0%
Value ($000) $300 Shares 3,920 Est. Cost $38.33 Unrealized +57.8%
SO Southern Co 0.0%
Value ($000) $285 Shares 6,478 Est. Cost $27.16 Unrealized +26.1%
RY Royal Bank Of Canada 0.0%
Value ($000) $284 Shares 4,140 Est. Cost $62.55 Unrealized +16.7%
Black Knight Financial Service 0.0%
Value ($000) $282 Shares 6,262 Est. Cost $44.14 Unrealized
HSBC HSBC Holdings PLC ADS 0.0%
Value ($000) $277 Shares 6,728 Est. Cost $46.53 Unrealized
IBB IShares Trust Nasdaq Biotechno 0.0%
Value ($000) $271 Shares 2,810 Est. Cost $161.04 Unrealized
AES AES Corp 0.0%
Value ($000) $263 Shares 18,170 Est. Cost $8.39 Unrealized +38.9%
Linde PLC 0.0%
Value ($000) $263 Shares 1,688 Est. Cost $155.81 Unrealized
BA Boeing Co 0.0%
Value ($000) $259 Shares 802 Est. Cost $190.24 Unrealized +76.1%
Avangrid Inc 0.0%
Value ($000) $250 Shares 4,999 Est. Cost $42.81 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $248 Shares 3,572 Est. Cost $44.32 Unrealized +22.1%
Cerner Corp 0.0%
Value ($000) $244 Shares 4,655 Est. Cost $62.29 Unrealized
PPL PPL Corp 0.0%
Value ($000) $244 Shares 8,600 Est. Cost $17.39 Unrealized +28.0%
APH Amphenol Corp Cl A 0.0%
Value ($000) $243 Shares 3,000 Est. Cost $15.27 Unrealized +31.3%
IWO IShares Russell 2000 Growth ET 0.0%
Value ($000) $241 Shares 1,436 Est. Cost $169.01 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $240 Shares 800 Est. Cost $254.40 Unrealized +21.8%
First Trust Senior Loan ETF 0.0%
Value ($000) $228 Shares 5,000 Est. Cost $49.39 Unrealized
Vectren Corp 0.0%
Value ($000) $227 Shares 3,147 Est. Cost $65.78 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $212 Shares 3,455 Est. Cost $57.84 Unrealized +2.9%
GPN Global Payments Inc 0.0%
Value ($000) $210 Shares 2,040 Est. Cost $95.16 Unrealized +10.2%
XLE Energy Sector SPDR 0.0%
Value ($000) $209 Shares 3,642 Est. Cost $57.39 Unrealized
MKL Markel Corp 0.0%
Value ($000) $208 Shares 200 Est. Cost $1034.02 Unrealized +5.8%
Iron Mountain Inc 0.0%
Value ($000) $207 Shares 6,388 Est. Cost $34.94 Unrealized
CBT Cabot Corp 0.0%
Value ($000) $206 Shares 4,800 Est. Cost $33.82 Unrealized +23.1%
NWSA News Corp New Cl A 0.0%
Value ($000) $116 Shares 10,230 Est. Cost $13.21 Unrealized -10.1%
General Electric Co 0.0%
Value ($000) $86 Shares 11,405 Est. Cost $23.46 Unrealized
LXRX Lexicon Genetics Inc 0.0%
Value ($000) $71 Shares 10,618 Est. Cost $10.92 Unrealized -25.8%
Encana Corp 0.0%
Value ($000) $63 Shares 10,895 Est. Cost $13.22 Unrealized
Contrafect Corp 0.0%
Value ($000) $23 Shares 15,000 Est. Cost $4.47 Unrealized