KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 4, 2020

Total Value ($000): $1,987,589 (100.0% shares, 0.0% debt)

Holdings (187)

DIS DISNEY WALT CO 5.8%
Value ($000) $115,138 Shares 796,090 Est. Cost $57.57 Unrealized +135.8%
JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $89,529 Shares 613,762 Est. Cost $72.32 Unrealized +57.8%
PEP PEPSICO INC 3.9%
Value ($000) $77,671 Shares 568,308 Est. Cost $56.41 Unrealized +99.9%
UNP UNION PACIFIC CORP 3.4%
Value ($000) $66,761 Shares 369,274 Est. Cost $66.63 Unrealized +124.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.3%
Value ($000) $64,798 Shares 286,083 Est. Cost $114.13 Unrealized +90.3%
CMCSA COMCAST CORP NEW 2.6%
Value ($000) $51,837 Shares 1,152,682 Est. Cost $25.23 Unrealized +50.1%
SCHF SCHWAB STRATEGIC TR 2.3%
Value ($000) $45,137 Shares 1,342,180 Est. Cost $32.22 Unrealized
PYPL PAYPAL HLDGS INC 2.1%
Value ($000) $42,715 Shares 394,893 Est. Cost $37.48 Unrealized +177.4%
HON HONEYWELL INTL INC 1.9%
Value ($000) $38,381 Shares 216,837 Est. Cost $55.30 Unrealized +160.2%
AMZN AMAZON COM INC 1.9%
Value ($000) $37,234 Shares 20,150 Est. Cost $40.16 Unrealized +120.4%
UNITED TECHNOLOGIES CORP 1.8%
Value ($000) $34,878 Shares 232,890 Est. Cost $96.46 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $34,546 Shares 219,066 Est. Cost $74.00 Unrealized +88.1%
RAYTHEON CO 1.7%
Value ($000) $33,072 Shares 150,507 Est. Cost $68.58 Unrealized
SCHA SCHWAB STRATEGIC TR 1.6%
Value ($000) $32,386 Shares 428,165 Est. Cost $68.56 Unrealized
CL COLGATE PALMOLIVE CO 1.6%
Value ($000) $31,686 Shares 460,298 Est. Cost $45.68 Unrealized +29.4%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $31,240 Shares 224,107 Est. Cost $68.66 Unrealized +58.3%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $31,234 Shares 96,143 Est. Cost $145.76 Unrealized +104.7%
GOOGL ALPHABET INC 1.6%
Value ($000) $31,202 Shares 23,296 Est. Cost $56.03 Unrealized +14.3%
AVGO BROADCOM INC 1.6%
Value ($000) $30,994 Shares 98,075 Est. Cost $19.93 Unrealized +29.9%
MRK MERCK & CO INC 1.5%
Value ($000) $30,133 Shares 331,320 Est. Cost $38.96 Unrealized +73.4%
ROYAL DUTCH SHELL PLC 1.5%
Value ($000) $29,925 Shares 507,051 Est. Cost $62.45 Unrealized
META FACEBOOK INC 1.5%
Value ($000) $29,417 Shares 143,326 Est. Cost $96.11 Unrealized +100.1%
CCI CROWN CASTLE INTL CORP NEW 1.5%
Value ($000) $29,097 Shares 204,698 Est. Cost $58.26 Unrealized +78.8%
AMT AMERICAN TOWER CORP NEW 1.4%
Value ($000) $28,820 Shares 125,403 Est. Cost $60.94 Unrealized +201.6%
LABORATORY CORP AMER HLDGS 1.4%
Value ($000) $28,536 Shares 168,685 Est. Cost $114.63 Unrealized
AL AIR LEASE CORP 1.4%
Value ($000) $28,122 Shares 591,791 Est. Cost $31.72 Unrealized +25.7%
T AT&T INC 1.4%
Value ($000) $27,569 Shares 705,474 Est. Cost $14.60 Unrealized +29.2%
SAP SAP SE 1.4%
Value ($000) $27,351 Shares 204,130 Est. Cost $81.42 Unrealized
NXPI NXP SEMICONDUCTORS N V 1.4%
Value ($000) $27,258 Shares 214,191 Est. Cost $74.32 Unrealized +40.9%
MDT MEDTRONIC PLC 1.4%
Value ($000) $27,156 Shares 239,364 Est. Cost $59.10 Unrealized +56.6%
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $26,091 Shares 112,825 Est. Cost $21.08 Unrealized +79.4%
MMM 3M CO 1.2%
Value ($000) $23,104 Shares 130,961 Est. Cost $62.09 Unrealized +80.0%
CVS CVS HEALTH CORP 1.2%
Value ($000) $22,897 Shares 308,210 Est. Cost $56.03 Unrealized +3.1%
GS GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $22,770 Shares 99,028 Est. Cost $179.18 Unrealized +4.6%
GOOG ALPHABET INC 1.1%
Value ($000) $22,697 Shares 16,976 Est. Cost $55.69 Unrealized +15.0%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $22,143 Shares 189,159 Est. Cost $71.53 Unrealized +29.8%
VMC VULCAN MATLS CO 1.0%
Value ($000) $20,670 Shares 143,556 Est. Cost $105.56 Unrealized +28.7%
FDX FEDEX CORP 1.0%
Value ($000) $20,651 Shares 136,569 Est. Cost $102.30 Unrealized +34.4%
STZ CONSTELLATION BRANDS INC 1.0%
Value ($000) $20,560 Shares 108,354 Est. Cost $151.59 Unrealized +12.6%
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $19,864 Shares 159,560 Est. Cost $60.57 Unrealized +81.8%
C CITIGROUP INC 1.0%
Value ($000) $19,746 Shares 247,168 Est. Cost $53.72 Unrealized +10.3%
WY WEYERHAEUSER CO 1.0%
Value ($000) $19,238 Shares 637,035 Est. Cost $20.45 Unrealized +13.0%
CRM SALESFORCE COM INC 0.9%
Value ($000) $17,601 Shares 108,225 Est. Cost $153.22 Unrealized +1.1%
ITW ILLINOIS TOOL WKS INC 0.9%
Value ($000) $17,525 Shares 97,561 Est. Cost $51.25 Unrealized +185.4%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $17,199 Shares 312,259 Est. Cost $33.34 Unrealized +37.6%
FIS FIDELITY NATL INFORMATION SV 0.9%
Value ($000) $17,067 Shares 122,706 Est. Cost $81.73 Unrealized +45.1%
SBUX STARBUCKS CORP 0.8%
Value ($000) $16,500 Shares 187,670 Est. Cost $52.97 Unrealized +40.6%
PLD PROLOGIS INC 0.8%
Value ($000) $16,373 Shares 183,679 Est. Cost $54.19 Unrealized +37.8%
SCHE SCHWAB STRATEGIC TR 0.8%
Value ($000) $15,875 Shares 580,037 Est. Cost $26.14 Unrealized
LLY LILLY ELI & CO 0.8%
Value ($000) $15,791 Shares 120,148 Est. Cost $43.16 Unrealized +149.2%
YUM YUM BRANDS INC 0.8%
Value ($000) $15,713 Shares 155,997 Est. Cost $39.31 Unrealized +134.9%
HD HOME DEPOT INC 0.8%
Value ($000) $15,375 Shares 70,403 Est. Cost $125.08 Unrealized +55.9%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $14,890 Shares 46,263 Est. Cost $215.86 Unrealized
SYK STRYKER CORP 0.7%
Value ($000) $14,627 Shares 69,674 Est. Cost $163.62 Unrealized +18.7%
CB CHUBB LIMITED 0.7%
Value ($000) $14,584 Shares 93,695 Est. Cost $103.01 Unrealized +34.4%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $14,341 Shares 119,004 Est. Cost $74.68 Unrealized +20.1%
BROOKFIELD ASSET MGMT INC 0.7%
Value ($000) $13,876 Shares 240,068 Est. Cost $55.63 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $13,438 Shares 342,998 Est. Cost $19.16 Unrealized +39.4%
COP CONOCOPHILLIPS 0.6%
Value ($000) $12,763 Shares 196,263 Est. Cost $39.17 Unrealized +20.4%
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $11,417 Shares 177,849 Est. Cost $27.24 Unrealized -10.0%
ABT ABBOTT LABS 0.6%
Value ($000) $11,187 Shares 128,792 Est. Cost $53.17 Unrealized +41.6%
GLAXOSMITHKLINE PLC 0.5%
Value ($000) $10,667 Shares 227,001 Est. Cost $49.15 Unrealized
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $9,640 Shares 200,779 Est. Cost $26.68 Unrealized +66.6%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $9,189 Shares 73,571 Est. Cost $55.35 Unrealized +90.1%
DHR DANAHER CORPORATION 0.4%
Value ($000) $8,180 Shares 53,293 Est. Cost $86.79 Unrealized +41.7%
AAPL APPLE INC 0.4%
Value ($000) $7,762 Shares 26,433 Est. Cost $23.71 Unrealized +161.6%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $7,291 Shares 37,555 Est. Cost $59.78 Unrealized +176.9%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $7,073 Shares 101,364 Est. Cost $54.14 Unrealized -3.8%
HESS CORP 0.3%
Value ($000) $6,741 Shares 100,902 Est. Cost $67.13 Unrealized
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $6,163 Shares 36,995 Est. Cost $60.12 Unrealized +132.0%
BAC BANK AMER CORP 0.3%
Value ($000) $6,145 Shares 174,481 Est. Cost $12.14 Unrealized +128.8%
TJX TJX COS INC NEW 0.3%
Value ($000) $5,752 Shares 94,209 Est. Cost $34.85 Unrealized +56.7%
KANSAS CITY SOUTHERN 0.3%
Value ($000) $5,156 Shares 33,664 Est. Cost $95.46 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $4,933 Shares 12,668 Est. Cost $71.65 Unrealized +353.4%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $4,764 Shares 16,209 Est. Cost $88.69 Unrealized +206.1%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $4,693 Shares 73,119 Est. Cost $35.84 Unrealized +26.1%
GL GLOBE LIFE INC 0.2%
Value ($000) $4,437 Shares 42,154 Est. Cost $86.06 Unrealized +10.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $4,414 Shares 13 Est. Cost $182000.72 Unrealized +79.0%
ALL ALLSTATE CORP 0.2%
Value ($000) $4,344 Shares 38,627 Est. Cost $37.26 Unrealized +152.8%
MA MASTERCARD INC 0.2%
Value ($000) $4,051 Shares 13,567 Est. Cost $207.20 Unrealized +31.6%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $4,043 Shares 80,325 Est. Cost $24.43 Unrealized +63.4%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,353 Shares 43,655 Est. Cost $56.38 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,792 Shares 13,132 Est. Cost $171.64 Unrealized
V VISA INC 0.1%
Value ($000) $2,745 Shares 14,610 Est. Cost $74.78 Unrealized +130.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $2,641 Shares 19,705 Est. Cost $103.99 Unrealized -3.9%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,614 Shares 28,508 Est. Cost $57.57 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,443 Shares 28,706 Est. Cost $50.32 Unrealized +19.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,201 Shares 44,101 Est. Cost $17.35 Unrealized +66.0%
INTERXION HOLDING N.V 0.1%
Value ($000) $1,928 Shares 23,000 Est. Cost $35.07 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,887 Shares 34,093 Est. Cost $27.94 Unrealized +59.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,826 Shares 38,071 Est. Cost $23.43 Unrealized +64.5%
INTC INTEL CORP 0.1%
Value ($000) $1,745 Shares 29,151 Est. Cost $30.23 Unrealized +62.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,729 Shares 8,751 Est. Cost $75.46 Unrealized +127.8%
ABBV ABBVIE INC 0.1%
Value ($000) $1,531 Shares 17,287 Est. Cost $30.31 Unrealized +113.2%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,461 Shares 36,349 Est. Cost $48.90 Unrealized -37.2%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,430 Shares 6,743 Est. Cost $181.57 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1,425 Shares 15,400 Est. Cost $49.27 Unrealized +74.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,419 Shares 26,383 Est. Cost $35.34 Unrealized +26.5%
VARIAN MED SYS INC 0.1%
Value ($000) $1,411 Shares 9,935 Est. Cost $69.79 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $1,396 Shares 16,696 Est. Cost $32.21 Unrealized +127.8%
XILINX INC 0.1%
Value ($000) $1,369 Shares 14,000 Est. Cost $65.12 Unrealized
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $1,347 Shares 52,261 Est. Cost $31.00 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,313 Shares 21,385 Est. Cost $27.45 Unrealized +55.9%
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,238 Shares 65,600 Est. Cost $18.46 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $1,130 Shares 8,830 Est. Cost $115.05 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,097 Shares 16,885 Est. Cost $57.31 Unrealized -10.5%
L LOEWS CORP 0.1%
Value ($000) $1,094 Shares 20,850 Est. Cost $42.08 Unrealized +16.8%
AGG ISHARES TR 0.1%
Value ($000) $1,041 Shares 9,264 Est. Cost $107.85 Unrealized
WLY WILEY JOHN & SONS INC 0.1%
Value ($000) $1,019 Shares 21,006 Est. Cost $27.09 Unrealized +39.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $988 Shares 4,078 Est. Cost $16.02 Unrealized +213.1%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $960 Shares 3,191 Est. Cost $121.84 Unrealized +108.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $939 Shares 11,340 Est. Cost $36.24 Unrealized +72.2%
BP BP PLC 0.0%
Value ($000) $884 Shares 23,421 Est. Cost $41.67 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $826 Shares 3,038 Est. Cost $91.60 Unrealized +147.2%
NVS NOVARTIS A G 0.0%
Value ($000) $824 Shares 8,702 Est. Cost $72.95 Unrealized
SMH VANECK VECTORS ETF TRUST 0.0%
Value ($000) $785 Shares 5,550 Est. Cost $56.98 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $726 Shares 4,257 Est. Cost $52.68 Unrealized +175.4%
NKE NIKE INC 0.0%
Value ($000) $699 Shares 6,900 Est. Cost $48.88 Unrealized +77.6%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $698 Shares 15,381 Est. Cost $12.25 Unrealized +174.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $697 Shares 9,136 Est. Cost $44.98 Unrealized +39.7%
IP INTL PAPER CO 0.0%
Value ($000) $670 Shares 14,540 Est. Cost $26.25 Unrealized +21.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $661 Shares 3,137 Est. Cost $79.33 Unrealized +124.9%
UDR UDR INC 0.0%
Value ($000) $640 Shares 13,701 Est. Cost $15.84 Unrealized +141.2%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $637 Shares 6,000 Est. Cost $40.35 Unrealized +109.5%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $628 Shares 563 Est. Cost $583.58 Unrealized +86.9%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $608 Shares 31,470 Est. Cost $32.10 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $598 Shares 8,615 Est. Cost $60.86 Unrealized
WMT WALMART INC 0.0%
Value ($000) $566 Shares 4,762 Est. Cost $22.07 Unrealized +64.8%
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $562 Shares 19,263 Est. Cost $26.90 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $553 Shares 6,267 Est. Cost $45.97 Unrealized +58.5%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $529 Shares 17,200 Est. Cost $21.60 Unrealized
SVB FINL GROUP 0.0%
Value ($000) $527 Shares 2,100 Est. Cost $110.48 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $487 Shares 2,760 Est. Cost $92.84 Unrealized +67.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $479 Shares 4,485 Est. Cost $50.62 Unrealized +82.6%
GLW CORNING INC 0.0%
Value ($000) $478 Shares 16,431 Est. Cost $11.26 Unrealized +117.0%
ALLEGHANY CORP DEL 0.0%
Value ($000) $470 Shares 588 Est. Cost $383.27 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $453 Shares 7,835 Est. Cost $67.80 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $447 Shares 11,900 Est. Cost $39.38 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $446 Shares 1,897 Est. Cost $71.37 Unrealized +172.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $436 Shares 15,478 Est. Cost $51.20 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $426 Shares 2,885 Est. Cost $84.05 Unrealized +46.3%
DVY ISHARES TR 0.0%
Value ($000) $401 Shares 3,797 Est. Cost $92.19 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $398 Shares 3,105 Est. Cost $61.51 Unrealized +62.3%
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $397 Shares 6,290 Est. Cost $34.44 Unrealized +68.6%
BLACK KNIGHT INC 0.0%
Value ($000) $397 Shares 6,156 Est. Cost $44.14 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $391 Shares 16,000 Est. Cost $32.71 Unrealized -27.2%
NFLX NETFLIX INC 0.0%
Value ($000) $382 Shares 1,181 Est. Cost $34.67 Unrealized -14.5%
SO SOUTHERN CO 0.0%
Value ($000) $381 Shares 5,978 Est. Cost $27.16 Unrealized +80.1%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $380 Shares 8,550 Est. Cost $40.82 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $372 Shares 2,040 Est. Cost $95.16 Unrealized +71.8%
LOW LOWES COS INC 0.0%
Value ($000) $356 Shares 2,976 Est. Cost $58.74 Unrealized +74.3%
HOLLYFRONTIER CORP 0.0%
Value ($000) $355 Shares 7,000 Est. Cost $36.00 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $355 Shares 3,920 Est. Cost $38.33 Unrealized +87.2%
PGX INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $348 Shares 23,200 Est. Cost $14.56 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $339 Shares 13,860 Est. Cost $33.21 Unrealized -43.5%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $335 Shares 18,000 Est. Cost $13.72 Unrealized
LINDE PLC 0.0%
Value ($000) $327 Shares 1,535 Est. Cost $155.81 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $325 Shares 3,000 Est. Cost $15.27 Unrealized +57.7%
IBB ISHARES TR 0.0%
Value ($000) $323 Shares 2,680 Est. Cost $161.04 Unrealized
PPL PPL CORP 0.0%
Value ($000) $309 Shares 8,600 Est. Cost $17.39 Unrealized +48.9%
IWO ISHARES TR 0.0%
Value ($000) $305 Shares 1,426 Est. Cost $169.01 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $300 Shares 1,812 Est. Cost $165.56 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $290 Shares 9,038 Est. Cost $48.27 Unrealized -53.1%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $288 Shares 3,558 Est. Cost $78.18 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $285 Shares 3,481 Est. Cost $44.94 Unrealized +58.3%
BIDU BAIDU INC 0.0%
Value ($000) $276 Shares 2,182 Est. Cost $164.77 Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $270 Shares 15,535 Est. Cost $25.79 Unrealized -49.3%
ILMN ILLUMINA INC 0.0%
Value ($000) $265 Shares 800 Est. Cost $254.40 Unrealized +19.1%
AVANGRID INC 0.0%
Value ($000) $256 Shares 4,999 Est. Cost $42.81 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $243 Shares 1,380 Est. Cost $89.42 Unrealized
RY ROYAL BK CDA MONTREAL QUE 0.0%
Value ($000) $242 Shares 3,050 Est. Cost $62.55 Unrealized +28.8%
FTSL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $240 Shares 5,000 Est. Cost $47.20 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $238 Shares 1,622 Est. Cost $108.95 Unrealized +17.9%
MS MORGAN STANLEY 0.0%
Value ($000) $236 Shares 4,614 Est. Cost $30.44 Unrealized +28.4%
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $235 Shares 850 Est. Cost $208.75 Unrealized +11.2%
MKL MARKEL CORP 0.0%
Value ($000) $229 Shares 200 Est. Cost $1047.93 Unrealized +8.7%
CBT CABOT CORP 0.0%
Value ($000) $228 Shares 4,800 Est. Cost $38.15 Unrealized +4.9%
AES AES CORP 0.0%
Value ($000) $226 Shares 11,374 Est. Cost $8.39 Unrealized +71.0%
PSX PHILLIPS 66 0.0%
Value ($000) $223 Shares 2,001 Est. Cost $87.36 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $207 Shares 5,301 Est. Cost $46.53 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $206 Shares 4,399 Est. Cost $44.47 Unrealized +0.8%
RWR SPDR SERIES TRUST 0.0%
Value ($000) $206 Shares 2,015 Est. Cost $104.71 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $203 Shares 2,562 Est. Cost $57.64 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $127 Shares 11,409 Est. Cost $23.46 Unrealized
ENCANA CORP 0.0%
Value ($000) $55 Shares 11,800 Est. Cost $11.94 Unrealized
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $44 Shares 10,618 Est. Cost $10.92 Unrealized -64.8%
CONTRAFECT CORP 0.0%
Value ($000) $9 Shares 15,000 Est. Cost $4.47 Unrealized