KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 3, 2020

Total Value ($000): $1,830,351 (100.0% shares, 0.0% debt)

Holdings (181)

JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $85,431 Shares 607,493 Est. Cost $72.32 Unrealized +71.8%
DIS DISNEY WALT CO 4.6%
Value ($000) $84,734 Shares 759,878 Est. Cost $57.57 Unrealized +87.4%
PEP PEPSICO INC 4.0%
Value ($000) $72,733 Shares 549,920 Est. Cost $56.41 Unrealized +96.4%
PYPL PAYPAL HLDGS INC 3.6%
Value ($000) $65,772 Shares 377,503 Est. Cost $37.48 Unrealized +267.9%
UNP UNION PAC CORP 3.3%
Value ($000) $60,585 Shares 358,344 Est. Cost $66.63 Unrealized +112.3%
AMZN AMAZON COM INC 3.0%
Value ($000) $54,655 Shares 19,811 Est. Cost $40.16 Unrealized +200.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.7%
Value ($000) $50,088 Shares 280,587 Est. Cost $114.13 Unrealized +60.0%
CMCSA COMCAST CORP NEW 2.4%
Value ($000) $44,339 Shares 1,137,485 Est. Cost $25.23 Unrealized +29.9%
MSFT MICROSOFT CORP 2.4%
Value ($000) $43,707 Shares 214,766 Est. Cost $75.74 Unrealized +128.5%
SCHF SCHWAB STRATEGIC TR 2.3%
Value ($000) $41,952 Shares 1,410,142 Est. Cost $31.91 Unrealized
AMT AMERICAN TOWER CORP NEW 2.2%
Value ($000) $39,957 Shares 154,546 Est. Cost $85.65 Unrealized +145.8%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value ($000) $34,757 Shares 95,924 Est. Cost $145.76 Unrealized +126.6%
META FACEBOOK INC 1.8%
Value ($000) $33,483 Shares 147,460 Est. Cost $99.05 Unrealized +109.3%
GOOGL ALPHABET INC 1.8%
Value ($000) $32,811 Shares 23,138 Est. Cost $56.03 Unrealized +19.4%
CL COLGATE PALMOLIVE CO 1.7%
Value ($000) $31,956 Shares 436,210 Est. Cost $45.68 Unrealized +36.5%
HON HONEYWELL INTL INC 1.7%
Value ($000) $31,279 Shares 216,325 Est. Cost $56.23 Unrealized +109.6%
AVGO BROADCOM INC 1.7%
Value ($000) $30,752 Shares 97,435 Est. Cost $19.93 Unrealized +23.0%
AAPL APPLE INC 1.6%
Value ($000) $29,833 Shares 81,780 Est. Cost $55.85 Unrealized +34.5%
SCHA SCHWAB STRATEGIC TR 1.6%
Value ($000) $29,010 Shares 443,987 Est. Cost $67.88 Unrealized
SAP SAP SE 1.6%
Value ($000) $28,769 Shares 205,489 Est. Cost $81.42 Unrealized
LABORATORY CORP AMER HLDGS 1.5%
Value ($000) $27,403 Shares 164,967 Est. Cost $114.63 Unrealized
PANW PALO ALTO NETWORKS INC 1.4%
Value ($000) $25,779 Shares 112,245 Est. Cost $21.40 Unrealized +64.6%
MRK MERCK & CO. INC 1.4%
Value ($000) $25,510 Shares 329,880 Est. Cost $38.96 Unrealized +61.4%
RTX RAYTHEON TECHNOLOGIES CORP 1.3%
Value ($000) $23,758 Shares 385,546 Est. Cost $54.61 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 1.3%
Value ($000) $23,380 Shares 205,011 Est. Cost $74.32 Unrealized +22.3%
GOOG ALPHABET INC 1.2%
Value ($000) $22,078 Shares 15,618 Est. Cost $55.69 Unrealized +20.3%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $21,214 Shares 190,812 Est. Cost $71.69 Unrealized +11.2%
MDT MEDTRONIC PLC 1.1%
Value ($000) $20,905 Shares 227,973 Est. Cost $59.10 Unrealized +38.4%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $20,885 Shares 222,037 Est. Cost $68.93 Unrealized +18.6%
MMM 3M CO 1.1%
Value ($000) $20,431 Shares 130,976 Est. Cost $62.09 Unrealized +65.0%
STZ CONSTELLATION BRANDS INC 1.1%
Value ($000) $20,210 Shares 115,520 Est. Cost $152.02 Unrealized -0.1%
CRM SALESFORCE COM INC 1.1%
Value ($000) $20,125 Shares 107,432 Est. Cost $153.46 Unrealized +8.5%
T AT&T INC 1.1%
Value ($000) $19,910 Shares 658,601 Est. Cost $14.62 Unrealized +6.0%
GS GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $19,894 Shares 100,665 Est. Cost $178.84 Unrealized -8.2%
LLY LILLY ELI & CO 1.1%
Value ($000) $19,382 Shares 118,056 Est. Cost $43.16 Unrealized +233.4%
CVS CVS HEALTH CORP 1.1%
Value ($000) $19,296 Shares 297,003 Est. Cost $56.03 Unrealized -6.1%
FTV FORTIVE CORP 1.0%
Value ($000) $18,957 Shares 280,176 Est. Cost $42.63 Unrealized -10.6%
ADBE ADOBE INC 1.0%
Value ($000) $18,291 Shares 42,019 Est. Cost $345.15 Unrealized +7.4%
PLD PROLOGIS INC. 1.0%
Value ($000) $17,888 Shares 191,664 Est. Cost $55.07 Unrealized +38.5%
HD HOME DEPOT INC 1.0%
Value ($000) $17,661 Shares 70,499 Est. Cost $125.08 Unrealized +59.7%
FIS FIDELITY NATL INFORMATION SV 1.0%
Value ($000) $17,599 Shares 131,241 Est. Cost $84.11 Unrealized +38.8%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $17,273 Shares 56,967 Est. Cost $225.06 Unrealized +24.0%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $16,814 Shares 328,843 Est. Cost $33.93 Unrealized +31.3%
ISRG INTUITIVE SURGICAL INC 0.9%
Value ($000) $16,359 Shares 28,709 Est. Cost $182.90 Unrealized -2.0%
VMC VULCAN MATLS CO 0.9%
Value ($000) $16,303 Shares 140,730 Est. Cost $105.54 Unrealized -1.0%
ITW ILLINOIS TOOL WKS INC 0.9%
Value ($000) $15,809 Shares 90,414 Est. Cost $51.25 Unrealized +178.8%
SBUX STARBUCKS CORP 0.8%
Value ($000) $15,082 Shares 204,948 Est. Cost $54.42 Unrealized +21.9%
NKE NIKE INC 0.8%
Value ($000) $14,910 Shares 152,071 Est. Cost $84.21 Unrealized +1.5%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $14,859 Shares 48,185 Est. Cost $217.56 Unrealized
WY WEYERHAEUSER CO MTN BE 0.8%
Value ($000) $14,714 Shares 655,121 Est. Cost $20.37 Unrealized -19.3%
SCHE SCHWAB STRATEGIC TR 0.8%
Value ($000) $14,527 Shares 596,589 Est. Cost $25.95 Unrealized
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $14,474 Shares 152,039 Est. Cost $60.57 Unrealized +41.3%
BROOKFIELD ASSET MGMT INC 0.8%
Value ($000) $13,961 Shares 424,338 Est. Cost $46.81 Unrealized
SYK STRYKER CORPORATION 0.8%
Value ($000) $13,925 Shares 77,281 Est. Cost $165.39 Unrealized +5.0%
YUM YUM BRANDS INC 0.7%
Value ($000) $13,419 Shares 154,402 Est. Cost $39.31 Unrealized +95.5%
CB CHUBB LIMITED 0.7%
Value ($000) $13,280 Shares 104,884 Est. Cost $105.03 Unrealized +1.1%
ABT ABBOTT LABS 0.7%
Value ($000) $12,736 Shares 139,295 Est. Cost $55.19 Unrealized +48.5%
PFE PFIZER INC 0.7%
Value ($000) $12,534 Shares 383,286 Est. Cost $19.87 Unrealized +30.8%
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $11,617 Shares 218,656 Est. Cost $25.56 Unrealized -31.8%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $10,708 Shares 119,995 Est. Cost $74.70 Unrealized -6.5%
DHR DANAHER CORPORATION 0.6%
Value ($000) $10,279 Shares 58,132 Est. Cost $90.71 Unrealized +54.4%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $9,609 Shares 199,890 Est. Cost $26.68 Unrealized +76.8%
BP BP PLC 0.5%
Value ($000) $9,007 Shares 386,212 Est. Cost $24.41 Unrealized
GLAXOSMITHKLINE PLC 0.5%
Value ($000) $8,930 Shares 218,915 Est. Cost $49.15 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $8,156 Shares 194,091 Est. Cost $38.88 Unrealized -15.3%
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $8,044 Shares 246,071 Est. Cost $62.45 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $6,995 Shares 58,500 Est. Cost $57.71 Unrealized +75.9%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $6,566 Shares 37,400 Est. Cost $59.78 Unrealized +152.6%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $5,281 Shares 35,195 Est. Cost $60.12 Unrealized +94.3%
KANSAS CITY SOUTHERN 0.3%
Value ($000) $5,018 Shares 33,614 Est. Cost $95.46 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $4,647 Shares 91,904 Est. Cost $34.85 Unrealized +33.8%
HESS CORP 0.2%
Value ($000) $4,460 Shares 86,072 Est. Cost $67.13 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $4,190 Shares 11,483 Est. Cost $71.65 Unrealized +351.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $3,983 Shares 67,735 Est. Cost $35.84 Unrealized +33.7%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $3,941 Shares 165,960 Est. Cost $12.14 Unrealized +69.4%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,719 Shares 50,186 Est. Cost $57.61 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $3,475 Shares 13 Est. Cost $182000.72 Unrealized +50.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $3,378 Shares 75,541 Est. Cost $54.14 Unrealized -35.7%
GL GLOBE LIFE INC 0.2%
Value ($000) $3,129 Shares 42,154 Est. Cost $86.06 Unrealized -15.9%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $3,120 Shares 10,550 Est. Cost $207.20 Unrealized +31.9%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $3,027 Shares 12,227 Est. Cost $171.64 Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $2,907 Shares 75,221 Est. Cost $24.43 Unrealized +27.2%
ALL ALLSTATE CORP 0.2%
Value ($000) $2,900 Shares 29,901 Est. Cost $37.26 Unrealized +129.8%
V VISA INC 0.1%
Value ($000) $2,650 Shares 13,716 Est. Cost $75.85 Unrealized +131.4%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,541 Shares 24,318 Est. Cost $57.57 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $2,132 Shares 15,000 Est. Cost $103.69 Unrealized +12.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $2,091 Shares 17,312 Est. Cost $103.99 Unrealized -12.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,996 Shares 28,493 Est. Cost $50.32 Unrealized +8.9%
FDX FEDEX CORP 0.1%
Value ($000) $1,978 Shares 14,107 Est. Cost $102.30 Unrealized +10.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,824 Shares 99,205 Est. Cost $26.88 Unrealized -42.4%
INTC INTEL CORP 0.1%
Value ($000) $1,795 Shares 29,990 Est. Cost $30.86 Unrealized +72.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,774 Shares 38,034 Est. Cost $23.43 Unrealized +57.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,731 Shares 44,101 Est. Cost $17.35 Unrealized +43.9%
ABBV ABBVIE INC 0.1%
Value ($000) $1,515 Shares 15,431 Est. Cost $30.81 Unrealized +128.8%
KO COCA COLA CO 0.1%
Value ($000) $1,450 Shares 32,456 Est. Cost $27.94 Unrealized +38.6%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,433 Shares 6,643 Est. Cost $181.57 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1,411 Shares 15,400 Est. Cost $49.27 Unrealized +72.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,263 Shares 6,846 Est. Cost $75.46 Unrealized +113.4%
XILINX INC 0.1%
Value ($000) $1,230 Shares 12,500 Est. Cost $65.12 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,202 Shares 15,622 Est. Cost $57.31 Unrealized +7.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,176 Shares 21,331 Est. Cost $27.45 Unrealized +48.4%
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,173 Shares 65,550 Est. Cost $18.46 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $1,141 Shares 8,480 Est. Cost $115.05 Unrealized
AL AIR LEASE CORP 0.1%
Value ($000) $1,139 Shares 38,900 Est. Cost $31.72 Unrealized -23.9%
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $1,111 Shares 49,013 Est. Cost $31.00 Unrealized
VARIAN MED SYS INC 0.1%
Value ($000) $1,105 Shares 9,020 Est. Cost $69.79 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $1,104 Shares 12,818 Est. Cost $32.21 Unrealized +141.1%
AGG ISHARES TR 0.1%
Value ($000) $1,054 Shares 8,914 Est. Cost $107.85 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $921 Shares 11,340 Est. Cost $36.24 Unrealized +72.9%
SMH VANECK VECTORS ETF TR 0.0%
Value ($000) $848 Shares 5,550 Est. Cost $56.98 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $760 Shares 8,702 Est. Cost $72.95 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $731 Shares 3,191 Est. Cost $121.84 Unrealized +60.5%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $730 Shares 18,707 Est. Cost $27.09 Unrealized +16.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $727 Shares 3,025 Est. Cost $16.02 Unrealized +224.4%
L LOEWS CORP 0.0%
Value ($000) $715 Shares 20,850 Est. Cost $42.08 Unrealized -21.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $635 Shares 4,265 Est. Cost $52.68 Unrealized +141.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $607 Shares 2,538 Est. Cost $91.60 Unrealized +140.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $575 Shares 6,307 Est. Cost $45.97 Unrealized +54.4%
WMT WALMART INC 0.0%
Value ($000) $569 Shares 4,747 Est. Cost $22.07 Unrealized +72.5%
EMR EMERSON ELEC CO 0.0%
Value ($000) $552 Shares 8,893 Est. Cost $44.98 Unrealized +11.8%
NFLX NETFLIX INC 0.0%
Value ($000) $539 Shares 1,185 Est. Cost $34.67 Unrealized +22.8%
GLD SPDR GOLD TR 0.0%
Value ($000) $522 Shares 3,120 Est. Cost $148.91 Unrealized
UDR UDR INC 0.0%
Value ($000) $512 Shares 13,701 Est. Cost $15.84 Unrealized +90.9%
IP INTL PAPER CO 0.0%
Value ($000) $512 Shares 14,540 Est. Cost $26.25 Unrealized -5.5%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $500 Shares 563 Est. Cost $583.58 Unrealized +54.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $492 Shares 19,219 Est. Cost $35.34 Unrealized -32.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $487 Shares 8,559 Est. Cost $47.48 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $476 Shares 6,000 Est. Cost $40.35 Unrealized +65.1%
EFA ISHARES TR 0.0%
Value ($000) $457 Shares 7,505 Est. Cost $60.86 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $456 Shares 4,000 Est. Cost $50.62 Unrealized +88.1%
SVB FINANCIAL GROUP 0.0%
Value ($000) $453 Shares 2,100 Est. Cost $110.48 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $432 Shares 6,590 Est. Cost $67.80 Unrealized
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $428 Shares 19,263 Est. Cost $26.90 Unrealized
GLW CORNING INC 0.0%
Value ($000) $426 Shares 16,431 Est. Cost $11.26 Unrealized +72.4%
PFF ISHARES TR 0.0%
Value ($000) $412 Shares 11,900 Est. Cost $39.38 Unrealized
BLACK KNIGHT INC 0.0%
Value ($000) $406 Shares 5,591 Est. Cost $44.14 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $406 Shares 3,005 Est. Cost $58.74 Unrealized +75.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $398 Shares 2,660 Est. Cost $92.84 Unrealized +33.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $384 Shares 17,281 Est. Cost $17.13 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $372 Shares 3,105 Est. Cost $61.51 Unrealized +59.6%
IBB ISHARES TR 0.0%
Value ($000) $366 Shares 2,680 Est. Cost $161.04 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $365 Shares 11,911 Est. Cost $12.25 Unrealized +73.4%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $346 Shares 2,040 Est. Cost $95.16 Unrealized +67.0%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $339 Shares 16,000 Est. Cost $32.71 Unrealized -41.1%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $339 Shares 8,551 Est. Cost $40.82 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $334 Shares 1,417 Est. Cost $191.68 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $333 Shares 900 Est. Cost $257.20 Unrealized +25.1%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $328 Shares 23,200 Est. Cost $14.56 Unrealized
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $311 Shares 5,890 Est. Cost $34.44 Unrealized +37.8%
SO SOUTHERN CO 0.0%
Value ($000) $310 Shares 5,978 Est. Cost $27.16 Unrealized +64.8%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $294 Shares 3,558 Est. Cost $78.18 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $290 Shares 3,597 Est. Cost $92.19 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $288 Shares 9,038 Est. Cost $48.27 Unrealized -52.2%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $287 Shares 3,000 Est. Cost $15.27 Unrealized +38.6%
IWO ISHARES TR 0.0%
Value ($000) $285 Shares 1,376 Est. Cost $169.01 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $284 Shares 5,595 Est. Cost $50.76 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $282 Shares 3,920 Est. Cost $38.33 Unrealized +63.4%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $267 Shares 15,535 Est. Cost $25.79 Unrealized -42.7%
IWF ISHARES TR 0.0%
Value ($000) $265 Shares 1,380 Est. Cost $89.42 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $259 Shares 2,162 Est. Cost $164.77 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $242 Shares 15,176 Est. Cost $32.10 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $238 Shares 1,425 Est. Cost $125.06 Unrealized 0.0%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $226 Shares 5,000 Est. Cost $47.20 Unrealized
PPL PPL CORP 0.0%
Value ($000) $222 Shares 8,600 Est. Cost $17.39 Unrealized +18.6%
C CITIGROUP INC 0.0%
Value ($000) $221 Shares 4,330 Est. Cost $53.72 Unrealized -28.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $220 Shares 910 Est. Cost $198.67 Unrealized 0.0%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $216 Shares 8,000 Est. Cost $27.00 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $210 Shares 1,622 Est. Cost $108.95 Unrealized +8.0%
AVANGRID INC 0.0%
Value ($000) $210 Shares 4,999 Est. Cost $42.81 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $207 Shares 3,050 Est. Cost $63.60 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $153 Shares 10,579 Est. Cost $8.39 Unrealized +27.7%
GENERAL ELECTRIC CO 0.0%
Value ($000) $83 Shares 12,142 Est. Cost $22.45 Unrealized
WAITR HLDGS INC 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $1.20 Unrealized
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $21 Shares 10,618 Est. Cost $10.92 Unrealized -82.1%
META FACEBOOK INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $99.05 Unrealized +109.3%
MSFT MICROSOFT CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $75.74 Unrealized +128.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $0 Shares 200 Est. Cost $181.57 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $0 Shares 400 Est. Cost $148.91 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $178.84 Unrealized -8.2%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $102.30 Unrealized +10.6%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $102.30 Unrealized +10.6%