MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 21, 2016

Total Value ($000): $884,253 (100.0% shares, 0.0% debt)

Holdings (174)

IWD ISHARES RUSSELL 1000 VALUE 2.9%
Value ($000) $25,841 Shares 261,523 Est. Cost $98.08 Unrealized
AAPL APPLE COMPUTER INC 2.2%
Value ($000) $19,189 Shares 176,068 Est. Cost $21.12 Unrealized +6.8%
HD HOME DEPOT INC 1.7%
Value ($000) $15,390 Shares 115,339 Est. Cost $68.36 Unrealized +43.9%
XLP CONSUMER STAPLES SELECT SECTOR 1.7%
Value ($000) $14,998 Shares 282,655 Est. Cost $51.74 Unrealized
SEB SEABOARD CORP 1.6%
Value ($000) $13,967 Shares 4,651 Est. Cost $2641.01 Unrealized +3.9%
FDL FIRST TRUST MORNINGSTAR DVD LE 1.6%
Value ($000) $13,729 Shares 535,255 Est. Cost $25.65 Unrealized
GOOGL ALPHABET INC CL A 1.5%
Value ($000) $13,193 Shares 17,293 Est. Cost $31.95 Unrealized +14.4%
ETR ENTERGY CORP 1.5%
Value ($000) $12,984 Shares 163,781 Est. Cost $22.50 Unrealized +9.9%
NVDA NVIDIA CORP 1.4%
Value ($000) $12,712 Shares 356,779 Est. Cost $0.52 Unrealized +44.1%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $12,540 Shares 115,900 Est. Cost $74.65 Unrealized +5.5%
XLU UTILITIES SELECT SECTOR SPDR 1.4%
Value ($000) $12,313 Shares 248,143 Est. Cost $43.28 Unrealized
AMZN AMAZON INC 1.4%
Value ($000) $12,015 Shares 20,240 Est. Cost $29.35 Unrealized -3.3%
TGT TARGET CORP 1.3%
Value ($000) $11,449 Shares 139,141 Est. Cost $56.38 Unrealized 0.0%
PRICELINE.COM INCORPORATED 1.3%
Value ($000) $11,443 Shares 8,878 Est. Cost $1264.51 Unrealized
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $10,946 Shares 119,161 Est. Cost $71.20 Unrealized -10.9%
DR PEPPER SNAPPLE GROUP INC 1.2%
Value ($000) $10,345 Shares 115,689 Est. Cost $70.59 Unrealized
TJX TJX COMPANIES 1.1%
Value ($000) $10,023 Shares 127,924 Est. Cost $24.62 Unrealized +28.4%
MA MASTERCARD INC 1.1%
Value ($000) $9,295 Shares 98,366 Est. Cost $71.36 Unrealized +16.9%
EXC EXELON CORP 1.0%
Value ($000) $8,902 Shares 248,256 Est. Cost $14.18 Unrealized +11.7%
AYI ACUITY BRANDS INC 1.0%
Value ($000) $8,838 Shares 40,513 Est. Cost $180.71 Unrealized +10.6%
FISV FISERV INC 1.0%
Value ($000) $8,741 Shares 85,213 Est. Cost $25.43 Unrealized +86.5%
HELE HELEN OF TROY CORP LTD 1.0%
Value ($000) $8,649 Shares 83,413 Est. Cost $92.93 Unrealized +0.4%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $8,155 Shares 286,474 Est. Cost $19.90 Unrealized -4.8%
INGR INGREDION INC 0.9%
Value ($000) $7,746 Shares 72,534 Est. Cost $94.78 Unrealized +5.1%
ALL ALLSTATE CORP 0.9%
Value ($000) $7,705 Shares 114,372 Est. Cost $38.69 Unrealized +30.5%
LUV SOUTHWEST AIRLINES 0.9%
Value ($000) $7,583 Shares 169,274 Est. Cost $33.98 Unrealized +6.6%
EFX EQUIFAX INC 0.8%
Value ($000) $7,474 Shares 65,398 Est. Cost $54.90 Unrealized +74.6%
DLX DELUXE CORP 0.8%
Value ($000) $7,452 Shares 119,257 Est. Cost $30.03 Unrealized +24.2%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $7,317 Shares 135,300 Est. Cost $26.67 Unrealized +12.6%
T AT & T INC 0.8%
Value ($000) $7,185 Shares 183,429 Est. Cost $11.69 Unrealized +18.4%
NICE NICE SYS LTD SPONSORED ADR 0.8%
Value ($000) $7,085 Shares 109,354 Est. Cost $60.33 Unrealized
AMGN AMGEN 0.8%
Value ($000) $6,993 Shares 46,643 Est. Cost $99.57 Unrealized +11.3%
CL COLGATE-PALMOLIVE 0.8%
Value ($000) $6,960 Shares 98,512 Est. Cost $44.95 Unrealized +17.6%
TORCHMARK CORP 0.8%
Value ($000) $6,844 Shares 126,364 Est. Cost $61.32 Unrealized
BCE BCE INC ADR 0.8%
Value ($000) $6,840 Shares 150,205 Est. Cost $22.41 Unrealized +3.8%
COHERENT INC 0.7%
Value ($000) $6,622 Shares 72,058 Est. Cost $63.15 Unrealized
CVS CVS HEALTH CORP 0.7%
Value ($000) $6,615 Shares 63,774 Est. Cost $42.13 Unrealized +71.8%
REYNOLDS AMERICAN INC 0.7%
Value ($000) $6,577 Shares 130,727 Est. Cost $48.21 Unrealized
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $6,573 Shares 29,675 Est. Cost $82.30 Unrealized +100.7%
MO ALTRIA GROUP INC 0.7%
Value ($000) $6,514 Shares 103,961 Est. Cost $17.67 Unrealized +75.9%
RGA REINSURANCE GROUP OF AMERICA I 0.7%
Value ($000) $6,485 Shares 67,378 Est. Cost $64.13 Unrealized +37.3%
MAT MATTEL INC 0.7%
Value ($000) $6,421 Shares 190,975 Est. Cost $26.42 Unrealized +15.0%
CB CHUBB LTD 0.7%
Value ($000) $6,401 Shares 53,722 Est. Cost $94.03 Unrealized +2.2%
AXS AXIS CAPITAL HOLDINGS LTD 0.7%
Value ($000) $6,396 Shares 115,319 Est. Cost $33.59 Unrealized +22.2%
ROYAL DUTCH SHELL PLC-ADR A 0.7%
Value ($000) $6,367 Shares 131,428 Est. Cost $56.68 Unrealized
AEE AMEREN CORP 0.7%
Value ($000) $6,288 Shares 125,518 Est. Cost $32.10 Unrealized +7.5%
PM PHILIP MORRIS INTERNATIONAL 0.7%
Value ($000) $6,211 Shares 63,300 Est. Cost $49.01 Unrealized +14.0%
SNPS SYNOPSYS 0.7%
Value ($000) $6,191 Shares 127,817 Est. Cost $35.82 Unrealized +23.2%
CVX CHEVRON CORP 0.7%
Value ($000) $6,134 Shares 64,301 Est. Cost $66.59 Unrealized -13.8%
EG EVEREST RE GROUP LTD 0.7%
Value ($000) $6,068 Shares 30,736 Est. Cost $124.71 Unrealized +20.3%
UVV UNIVERSAL CORP 0.7%
Value ($000) $5,858 Shares 103,115 Est. Cost $44.27 Unrealized +22.6%
ENERSYS 0.7%
Value ($000) $5,795 Shares 103,997 Est. Cost $60.16 Unrealized
TARO PHARMACEUTICAL IND 0.7%
Value ($000) $5,792 Shares 40,432 Est. Cost $143.50 Unrealized
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $5,682 Shares 37,520 Est. Cost $96.01 Unrealized -12.4%
TEVA TEVA PHARMACEUTICAL ADS 0.6%
Value ($000) $5,659 Shares 105,761 Est. Cost $40.12 Unrealized
PPL PPL CORP 0.6%
Value ($000) $5,585 Shares 146,709 Est. Cost $16.91 Unrealized +35.3%
AETNA INC 0.6%
Value ($000) $5,573 Shares 49,600 Est. Cost $84.66 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.6%
Value ($000) $5,570 Shares 116,775 Est. Cost $47.21 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.6%
Value ($000) $5,563 Shares 63,597 Est. Cost $48.76 Unrealized +64.9%
MPT MEDICAL PROPERTIES TRUST INC. 0.6%
Value ($000) $5,467 Shares 421,175 Est. Cost $12.25 Unrealized
UNF UNIFIRST CORP 0.6%
Value ($000) $5,396 Shares 49,447 Est. Cost $106.22 Unrealized -6.1%
NOC NORTHROP GRUMMAN 0.6%
Value ($000) $5,390 Shares 27,234 Est. Cost $64.90 Unrealized +148.2%
RCI ROGERS COMMUNICATIONS CL B ADR 0.6%
Value ($000) $5,383 Shares 134,515 Est. Cost $38.95 Unrealized -7.1%
NATIONAL GRID PLC (ADR) 0.6%
Value ($000) $5,354 Shares 74,965 Est. Cost $64.60 Unrealized
WESTAR ENERGY INC 0.6%
Value ($000) $5,339 Shares 107,626 Est. Cost $35.73 Unrealized
MKSI MKS INSTRUMENTS INC 0.6%
Value ($000) $5,299 Shares 140,740 Est. Cost $32.52 Unrealized -3.6%
EXELON CORP 6.5% CONV PFD 6/1/ 0.6%
Value ($000) $5,295 Shares 107,550 Est. Cost $51.07 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $5,270 Shares 40,884 Est. Cost $51.21 Unrealized +97.0%
QUALITY SYS INC 0.6%
Value ($000) $5,224 Shares 342,820 Est. Cost $14.38 Unrealized
CIGNA CORP 0.6%
Value ($000) $5,221 Shares 38,046 Est. Cost $101.42 Unrealized
FFIV F5 NETWORKS INC 0.6%
Value ($000) $5,211 Shares 49,226 Est. Cost $117.08 Unrealized -18.1%
ICLR ICON PLC 0.6%
Value ($000) $5,146 Shares 68,518 Est. Cost $43.18 Unrealized +62.3%
PRU PRUDENTIAL FINANCIAL INC 0.6%
Value ($000) $5,142 Shares 71,204 Est. Cost $39.23 Unrealized +14.2%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $5,061 Shares 38,526 Est. Cost $115.47 Unrealized -7.5%
AON PLC ADR 0.6%
Value ($000) $5,053 Shares 48,380 Est. Cost $90.14 Unrealized
GLAXOSMITHKLINE PLC SPONSORED 0.6%
Value ($000) $5,051 Shares 124,564 Est. Cost $48.61 Unrealized
CTSH COGNIZANT TECH SOLUTIONS CL A 0.6%
Value ($000) $5,036 Shares 80,322 Est. Cost $44.40 Unrealized +16.1%
PEG PUBLIC SERVICE ENTERPRISE GRP 0.6%
Value ($000) $5,035 Shares 106,822 Est. Cost $22.57 Unrealized +33.6%
MELLANOX TECHNOLOGIES LTD 0.6%
Value ($000) $5,032 Shares 92,615 Est. Cost $54.33 Unrealized
LVS LAS VEGAS SANDS CORP 0.6%
Value ($000) $5,030 Shares 97,335 Est. Cost $38.98 Unrealized -9.4%
AME AMETEK INC 0.6%
Value ($000) $5,011 Shares 100,260 Est. Cost $39.32 Unrealized +13.3%
OHI OMEGA HEALTHCARE INVESTORS INC 0.6%
Value ($000) $5,010 Shares 141,930 Est. Cost $34.73 Unrealized
MHK MOHAWK INDS INC 0.6%
Value ($000) $4,993 Shares 26,156 Est. Cost $174.01 Unrealized 0.0%
QCOM QUALCOMM 0.6%
Value ($000) $4,968 Shares 97,145 Est. Cost $38.42 Unrealized -3.9%
RAYTHEON COMPANY 0.6%
Value ($000) $4,927 Shares 40,178 Est. Cost $101.72 Unrealized
WRB W.R. BERKLEY CORPORATION 0.6%
Value ($000) $4,876 Shares 86,767 Est. Cost $10.74 Unrealized +14.0%
SEAGATE TECHNOLOGY 0.5%
Value ($000) $4,849 Shares 140,780 Est. Cost $42.84 Unrealized
BP B P PLC-SPON ADR 0.5%
Value ($000) $4,837 Shares 160,265 Est. Cost $38.45 Unrealized
VOX VANGUARD TELECOM SERVICES ETF 0.5%
Value ($000) $4,834 Shares 52,135 Est. Cost $78.81 Unrealized
DHR DANAHER CORP 0.5%
Value ($000) $4,829 Shares 50,907 Est. Cost $25.46 Unrealized +43.2%
GRMN GARMIN LTD ADR 0.5%
Value ($000) $4,781 Shares 119,665 Est. Cost $26.16 Unrealized +8.0%
F FORD MOTOR 0.5%
Value ($000) $4,771 Shares 353,415 Est. Cost $8.26 Unrealized -9.8%
ROYAL DUTCH PETROLEUM COMPANY 0.5%
Value ($000) $4,753 Shares 96,620 Est. Cost $47.48 Unrealized
MTD METTLER-TOLEDO INTERNATIONAL 0.5%
Value ($000) $4,741 Shares 13,753 Est. Cost $316.01 Unrealized +1.8%
PFE PFIZER INC 0.5%
Value ($000) $4,689 Shares 158,213 Est. Cost $17.48 Unrealized +6.9%
ORI OLD REPUBLIC INTL 0.5%
Value ($000) $4,673 Shares 255,615 Est. Cost $6.83 Unrealized +26.9%
COR AMERISOURCEBERGEN CORP 0.5%
Value ($000) $4,653 Shares 53,760 Est. Cost $77.49 Unrealized -14.5%
MRK MERCK & CO INC 0.5%
Value ($000) $4,635 Shares 87,614 Est. Cost $36.03 Unrealized 0.0%
KO COCA COLA CO 0.5%
Value ($000) $4,635 Shares 99,919 Est. Cost $27.89 Unrealized +14.2%
HMN HORACE MANN EDUCATORS CORP 0.5%
Value ($000) $4,606 Shares 145,357 Est. Cost $23.67 Unrealized +29.6%
AZZ AZZ INC 0.5%
Value ($000) $4,600 Shares 81,270 Est. Cost $48.55 Unrealized -6.7%
GANNETT INC 0.5%
Value ($000) $4,593 Shares 303,395 Est. Cost $15.64 Unrealized
HMC HONDA MOTOR 0.5%
Value ($000) $4,588 Shares 167,805 Est. Cost $31.93 Unrealized
RED HAT INC 0.5%
Value ($000) $4,569 Shares 61,315 Est. Cost $74.52 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.5%
Value ($000) $4,569 Shares 45,795 Est. Cost $75.35 Unrealized
CITRIX SYS INC 0.5%
Value ($000) $4,560 Shares 58,026 Est. Cost $78.59 Unrealized
STM STMICROELECTRONICS N V ADR 0.5%
Value ($000) $4,473 Shares 801,635 Est. Cost $8.07 Unrealized
GME GAMESTOP CORP 0.5%
Value ($000) $4,455 Shares 140,395 Est. Cost $5.57 Unrealized 0.0%
TOTAL SA 0.5%
Value ($000) $4,447 Shares 97,910 Est. Cost $48.63 Unrealized
VOYA VOYA FINANCIAL INC 0.5%
Value ($000) $4,420 Shares 148,469 Est. Cost $31.83 Unrealized -14.8%
LINEAR TECHNOLOGY CORP 0.5%
Value ($000) $4,419 Shares 99,165 Est. Cost $44.56 Unrealized
WEYERHAEUSER 6.375% CONV PFD 7 0.5%
Value ($000) $4,153 Shares 81,245 Est. Cost $53.42 Unrealized
LIVN LIVANOVA PLC SHS 0.5%
Value ($000) $4,141 Shares 76,709 Est. Cost $60.69 Unrealized -8.4%
IXP ISHARES S&P GLOBAL TELECOMMUNI 0.5%
Value ($000) $4,068 Shares 65,328 Est. Cost $61.19 Unrealized
SNA SNAP-ON INC 0.5%
Value ($000) $4,048 Shares 25,788 Est. Cost $102.66 Unrealized +17.8%
WNS HOLDINGS LIMITED ADR 0.5%
Value ($000) $4,045 Shares 132,019 Est. Cost $22.51 Unrealized
TESSERA TECHNOLOGIES INC. 0.5%
Value ($000) $4,001 Shares 129,055 Est. Cost $32.37 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.4%
Value ($000) $3,818 Shares 61,685 Est. Cost $61.78 Unrealized
CENTURYLINK 0.4%
Value ($000) $3,817 Shares 119,412 Est. Cost $35.07 Unrealized
SPKKY SPARK NEW ZEALAND SPONSORED AD 0.4%
Value ($000) $3,753 Shares 299,500 Est. Cost $11.60 Unrealized
SHIRE PLC ADR 0.4%
Value ($000) $3,690 Shares 21,464 Est. Cost $212.69 Unrealized
KFY KORN/FERRY INTERNATIONAL 0.4%
Value ($000) $3,682 Shares 130,152 Est. Cost $28.40 Unrealized -12.5%
MICHAEL KORS HOLDINGS LTD 0.4%
Value ($000) $3,682 Shares 64,644 Est. Cost $40.06 Unrealized
STAG STAG INDUSTRIAL INC 0.4%
Value ($000) $3,662 Shares 179,860 Est. Cost $19.70 Unrealized
CHARLES SCHWAB 5.95% PFD 6/1/2 0.4%
Value ($000) $3,644 Shares 139,880 Est. Cost $26.05 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 0.4%
Value ($000) $3,471 Shares 16,891 Est. Cost $184.78 Unrealized
BLX BANCO LATINOAMERICANO DE EXPOR 0.4%
Value ($000) $3,443 Shares 142,158 Est. Cost $16.26 Unrealized -23.3%
II-VI INC 0.4%
Value ($000) $3,411 Shares 157,098 Est. Cost $21.71 Unrealized
SLRC SOLAR CAPITAL LTD 0.4%
Value ($000) $3,382 Shares 195,690 Est. Cost $7.00 Unrealized -5.4%
AB ALLIANCEBERNSTEIN HOLDING LP 0.4%
Value ($000) $3,346 Shares 142,795 Est. Cost $26.03 Unrealized
EPR EPR PROPERTIES 0.4%
Value ($000) $3,179 Shares 47,712 Est. Cost $53.62 Unrealized
FIDELITY & GUARANTY LIFE 0.3%
Value ($000) $3,017 Shares 114,963 Est. Cost $23.62 Unrealized
TER TERADYNE INC 0.3%
Value ($000) $2,984 Shares 138,191 Est. Cost $18.42 Unrealized 0.0%
ETN EATON CORP PLC 0.3%
Value ($000) $2,544 Shares 40,665 Est. Cost $44.23 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.3%
Value ($000) $2,489 Shares 29,080 Est. Cost $45.77 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L.P. 0.2%
Value ($000) $2,126 Shares 86,385 Est. Cost $24.61 Unrealized
UMBF UMB FINL CORP 0.2%
Value ($000) $1,894 Shares 36,686 Est. Cost $50.96 Unrealized -5.7%
BA BOEING CO 0.1%
Value ($000) $1,221 Shares 9,620 Est. Cost $117.37 Unrealized -4.7%
INTC INTEL CORP 0.1%
Value ($000) $1,181 Shares 36,524 Est. Cost $18.80 Unrealized +29.8%
DST SYSTEMS INC. 0.1%
Value ($000) $1,097 Shares 9,730 Est. Cost $96.09 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $1,036 Shares 12,960 Est. Cost $72.95 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,036 Shares 14,050 Est. Cost $62.13 Unrealized -14.5%
DVY ISHARES DOW JONES SELECT DIVID 0.1%
Value ($000) $913 Shares 11,178 Est. Cost $73.09 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $903 Shares 13,184 Est. Cost $20.76 Unrealized -11.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $888 Shares 10,625 Est. Cost $52.46 Unrealized -0.9%
GENERAL ELECTRIC 0.1%
Value ($000) $845 Shares 26,580 Est. Cost $24.41 Unrealized
USB US BANCORP 0.1%
Value ($000) $723 Shares 17,811 Est. Cost $22.70 Unrealized +22.5%
MSFT MICROSOFT CORP 0.1%
Value ($000) $605 Shares 10,950 Est. Cost $32.93 Unrealized +39.9%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $598 Shares 7,000 Est. Cost $107.57 Unrealized
PEP PEPSICO 0.1%
Value ($000) $570 Shares 5,559 Est. Cost $60.09 Unrealized +21.9%
IVE ISHARES S&P 500 VALUE INDEX 0.1%
Value ($000) $547 Shares 6,080 Est. Cost $92.12 Unrealized
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $543 Shares 4,825 Est. Cost $91.00 Unrealized
SWTSX SCHWAB TOTAL STOCK MARKET INDE 0.1%
Value ($000) $525 Shares 14,409 Est. Cost $29.65 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $524 Shares 2,011 Est. Cost $321.44 Unrealized -17.8%
MCD MCDONALDS 0.1%
Value ($000) $503 Shares 4,000 Est. Cost $71.80 Unrealized +30.9%
DUPONT (EI) DE NEMOURS 0.1%
Value ($000) $475 Shares 7,500 Est. Cost $53.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.1%
Value ($000) $466 Shares 3,285 Est. Cost $118.54 Unrealized +11.9%
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $437 Shares 5,858 Est. Cost $67.26 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $434 Shares 6,800 Est. Cost $90.13 Unrealized
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.0%
Value ($000) $427 Shares 2 Est. Cost $206031.66 Unrealized -3.2%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $395 Shares 4,802 Est. Cost $58.79 Unrealized +4.8%
LLY LILLY (ELI) 0.0%
Value ($000) $360 Shares 5,002 Est. Cost $42.63 Unrealized +50.1%
PIONEER NAT RES CO 0.0%
Value ($000) $358 Shares 2,545 Est. Cost $144.79 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $346 Shares 5,632 Est. Cost $70.61 Unrealized -28.5%
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $313 Shares 9,000 Est. Cost $35.63 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $280 Shares 2,535 Est. Cost $99.02 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $250 Shares 336 Est. Cost $30.50 Unrealized +16.6%
EQR EQUITY RESIDENT PPTYS SH BEN I 0.0%
Value ($000) $225 Shares 3,000 Est. Cost $39.89 Unrealized +16.7%
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $216 Shares 2,317 Est. Cost $86.49 Unrealized
WFC WELLS FARGO COMPANY 0.0%
Value ($000) $206 Shares 4,258 Est. Cost $29.97 Unrealized +23.8%
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $201 Shares 3,289 Est. Cost $22.75 Unrealized 0.0%
PROTEON THERAPEUTICS INC 0.0%
Value ($000) $111 Shares 14,289 Est. Cost $17.85 Unrealized
TITAN MEDICAL INC. 0.0%
Value ($000) $23 Shares 34,500 Est. Cost $1.62 Unrealized
BUKS BUTLER NATL CORP 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.17 Unrealized +3.9%