DAVIS R M INC Diversified Active

CIK: 0000891287 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 18, 2016

Total Value ($000): $1,964,215 (100.0% shares, 0.0% debt)

Holdings (195)

AAPL APPLE INC 2.7%
Value ($000) $53,842 Shares 494,011 Est. Cost $18.04 Unrealized +25.0%
WASTE CONNECTIONS INC 2.6%
Value ($000) $51,701 Shares 800,444 Est. Cost $42.46 Unrealized
IWV ISHARES RUSSELL 3000 INDEX 2.4%
Value ($000) $47,961 Shares 396,827 Est. Cost $123.85 Unrealized
VEA VANGUARD FTSE DEV MKTS ETF 2.3%
Value ($000) $44,943 Shares 1,252,602 Est. Cost $36.31 Unrealized
HSIC HENRY SCHEIN INC 2.2%
Value ($000) $44,177 Shares 255,903 Est. Cost $36.66 Unrealized +70.3%
PEP PEPSICO INC 2.2%
Value ($000) $43,071 Shares 420,289 Est. Cost $56.92 Unrealized +28.7%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $42,202 Shares 504,864 Est. Cost $53.89 Unrealized -3.6%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $40,238 Shares 371,883 Est. Cost $60.02 Unrealized +31.2%
C R BARD 2.0%
Value ($000) $38,944 Shares 192,157 Est. Cost $111.81 Unrealized
STERICYCLE INC 1.9%
Value ($000) $37,848 Shares 299,932 Est. Cost $119.81 Unrealized
CERNER CORP 1.9%
Value ($000) $37,671 Shares 711,307 Est. Cost $70.99 Unrealized
APH AMPHENOL CORP 1.9%
Value ($000) $37,412 Shares 647,043 Est. Cost $9.98 Unrealized +18.5%
MTD METTLER-TOLEDO INTERNATIONAL I 1.8%
Value ($000) $35,887 Shares 104,093 Est. Cost $212.95 Unrealized +51.1%
DHR DANAHER CORP 1.8%
Value ($000) $35,013 Shares 369,107 Est. Cost $26.62 Unrealized +37.0%
GOOGL ALPHABET INC-A 1.8%
Value ($000) $34,827 Shares 45,651 Est. Cost $31.95 Unrealized +14.4%
DUNKIN BRANDS GROUP INC 1.8%
Value ($000) $34,516 Shares 731,738 Est. Cost $48.45 Unrealized
AMT AMERICAN TOWER CORP 1.7%
Value ($000) $32,863 Shares 321,022 Est. Cost $63.71 Unrealized +14.8%
ROP ROPER TECHNOLOGIES INC 1.7%
Value ($000) $32,580 Shares 178,255 Est. Cost $115.85 Unrealized +40.1%
ECL ECOLAB INC 1.6%
Value ($000) $31,398 Shares 281,542 Est. Cost $73.74 Unrealized +29.3%
3M CO 1.6%
Value ($000) $30,649 Shares 183,937 Est. Cost $154.30 Unrealized
MEDTRONIC PLC 1.6%
Value ($000) $30,609 Shares 408,113 Est. Cost $77.37 Unrealized
PERRIGO CO PLC 1.5%
Value ($000) $30,225 Shares 236,262 Est. Cost $178.31 Unrealized
TJX TJX COS INC 1.5%
Value ($000) $29,797 Shares 380,300 Est. Cost $22.12 Unrealized +42.9%
PSX PHILLIPS 66 1.5%
Value ($000) $29,410 Shares 339,648 Est. Cost $43.01 Unrealized +30.3%
AYI ACUITY BRANDS INC 1.5%
Value ($000) $29,379 Shares 134,679 Est. Cost $174.22 Unrealized +14.7%
ACCENTURE PLC 1.5%
Value ($000) $29,333 Shares 254,182 Est. Cost $96.78 Unrealized
DIS WALT DISNEY CO 1.5%
Value ($000) $29,275 Shares 294,780 Est. Cost $82.86 Unrealized +7.4%
MCHP MICROCHIP TECHNOLOGY INC 1.4%
Value ($000) $27,878 Shares 578,384 Est. Cost $16.27 Unrealized +13.2%
UNILEVER PLC ADR 1.4%
Value ($000) $27,215 Shares 602,366 Est. Cost $40.93 Unrealized
USB US BANCORP 1.4%
Value ($000) $26,702 Shares 657,853 Est. Cost $24.76 Unrealized +12.3%
SYK STRYKER CORP 1.4%
Value ($000) $26,618 Shares 248,095 Est. Cost $57.19 Unrealized +54.1%
NKE NIKE INC 1.3%
Value ($000) $26,126 Shares 425,026 Est. Cost $40.30 Unrealized +32.0%
RED HAT INC 1.3%
Value ($000) $25,723 Shares 345,231 Est. Cost $69.36 Unrealized
SBUX STARBUCKS CORP 1.3%
Value ($000) $25,494 Shares 427,039 Est. Cost $33.23 Unrealized +42.7%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $24,696 Shares 246,709 Est. Cost $97.72 Unrealized
HAIN HAIN CELESTIAL GROUP INC 1.2%
Value ($000) $24,383 Shares 596,014 Est. Cost $51.07 Unrealized -26.4%
HSY HERSHEY CO 1.2%
Value ($000) $23,737 Shares 257,764 Est. Cost $72.85 Unrealized -3.2%
MKC MCCORMICK & CO INC 1.2%
Value ($000) $23,616 Shares 237,396 Est. Cost $28.18 Unrealized +32.3%
CB CHUBB LTD 1.2%
Value ($000) $22,693 Shares 190,454 Est. Cost $96.06 Unrealized 0.0%
INTU INTUIT 1.1%
Value ($000) $22,508 Shares 216,399 Est. Cost $89.67 Unrealized -0.2%
IDEXX LABS CORP 1.1%
Value ($000) $22,467 Shares 286,857 Est. Cost $65.62 Unrealized
V VISA INC-A 1.1%
Value ($000) $21,907 Shares 286,440 Est. Cost $66.26 Unrealized +2.3%
TROW T ROWE PRICE GROUP INC 1.1%
Value ($000) $21,229 Shares 288,985 Est. Cost $48.07 Unrealized +0.9%
BWA BORGWARNER INC 1.1%
Value ($000) $20,938 Shares 545,266 Est. Cost $34.24 Unrealized -25.6%
AME AMETEK INC 1.1%
Value ($000) $20,896 Shares 418,085 Est. Cost $48.87 Unrealized -8.8%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $20,804 Shares 226,473 Est. Cost $71.93 Unrealized -11.8%
WFC WELLS FARGO CO 1.1%
Value ($000) $20,801 Shares 430,136 Est. Cost $29.02 Unrealized +27.8%
PRAXAIR INC 1.0%
Value ($000) $20,148 Shares 176,038 Est. Cost $119.18 Unrealized
EMC CORP 0.9%
Value ($000) $18,434 Shares 691,691 Est. Cost $24.56 Unrealized
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $18,132 Shares 256,652 Est. Cost $44.38 Unrealized +19.1%
QCOM QUALCOMM INC 0.9%
Value ($000) $17,791 Shares 347,882 Est. Cost $46.65 Unrealized -20.9%
HCSG HEALTHCARE SVCS GRP INC 0.9%
Value ($000) $17,253 Shares 468,699 Est. Cost $26.24 Unrealized +32.4%
HOLX HOLOGIC INC 0.9%
Value ($000) $16,747 Shares 485,412 Est. Cost $20.90 Unrealized +66.8%
CTSH COGNIZANT TECH SOLUTIONS CORP 0.8%
Value ($000) $16,557 Shares 264,066 Est. Cost $37.62 Unrealized +37.0%
COST COSTCO WHOLESALE CORP 0.8%
Value ($000) $16,529 Shares 104,892 Est. Cost $87.06 Unrealized +46.7%
GOOG ALPHABET INC-C 0.8%
Value ($000) $15,081 Shares 20,244 Est. Cost $30.50 Unrealized +16.6%
VFC V F CORP 0.7%
Value ($000) $14,398 Shares 222,332 Est. Cost $49.66 Unrealized +16.9%
DKS DICKS SPORTING GOODS INC 0.7%
Value ($000) $13,921 Shares 297,786 Est. Cost $32.54 Unrealized -5.0%
PRICELINE GROUP INC 0.7%
Value ($000) $13,865 Shares 10,757 Est. Cost $1224.43 Unrealized
NTRS NORTHERN TRUST CORP 0.7%
Value ($000) $13,307 Shares 204,189 Est. Cost $41.00 Unrealized +16.8%
AON PLC 0.7%
Value ($000) $12,901 Shares 123,517 Est. Cost $95.91 Unrealized
CME GROUP INC 0.6%
Value ($000) $12,321 Shares 128,275 Est. Cost $93.21 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.6%
Value ($000) $11,516 Shares 167,648 Est. Cost $88.54 Unrealized
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $11,499 Shares 139,701 Est. Cost $55.00 Unrealized +12.1%
UNP UNION PACIFIC CORP 0.6%
Value ($000) $11,288 Shares 141,892 Est. Cost $65.73 Unrealized -5.7%
FFIV F5 NETWORKS INC 0.6%
Value ($000) $10,857 Shares 102,569 Est. Cost $92.55 Unrealized +3.5%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $10,631 Shares 144,149 Est. Cost $61.33 Unrealized -13.4%
MSFT MICROSOFT CORP 0.4%
Value ($000) $8,354 Shares 151,254 Est. Cost $26.87 Unrealized +71.5%
COMCAST CORP 0.4%
Value ($000) $8,061 Shares 131,972 Est. Cost $60.14 Unrealized
TORCHMARK CORP 0.4%
Value ($000) $8,057 Shares 148,770 Est. Cost $56.04 Unrealized
VWO VANGUARD FTSE EMERGING MKTS ET 0.4%
Value ($000) $7,996 Shares 231,235 Est. Cost $38.84 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $7,957 Shares 88,696 Est. Cost $45.09 Unrealized +50.1%
COOPER COMPANIES INC 0.4%
Value ($000) $7,310 Shares 47,480 Est. Cost $144.57 Unrealized
OMC OMNICOM GROUP INC 0.4%
Value ($000) $7,069 Shares 84,934 Est. Cost $40.69 Unrealized +32.1%
WY WEYERHAEUSER CO 0.3%
Value ($000) $6,305 Shares 203,513 Est. Cost $18.15 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $5,870 Shares 20,622 Est. Cost $79.67 Unrealized +0.2%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $5,726 Shares 27,861 Est. Cost $173.34 Unrealized
CONOCOPHILLIPS 0.3%
Value ($000) $5,556 Shares 137,963 Est. Cost $61.41 Unrealized
VEU VANGUARD FTSE ALL WORLD EX-US 0.3%
Value ($000) $5,434 Shares 125,938 Est. Cost $44.43 Unrealized
TOL TOLL BROTHERS INC 0.3%
Value ($000) $5,178 Shares 175,455 Est. Cost $36.26 Unrealized -22.9%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $4,225 Shares 31,414 Est. Cost $65.04 Unrealized +42.6%
GENERAL ELECTRIC CO 0.2%
Value ($000) $4,199 Shares 132,084 Est. Cost $23.72 Unrealized
IJH ISHARES CORE S&P M/C ETF 0.2%
Value ($000) $4,143 Shares 28,736 Est. Cost $133.66 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $3,731 Shares 29,689 Est. Cost $71.80 Unrealized +30.9%
IBM INTL BUSINESS MACHINES CORP 0.2%
Value ($000) $3,309 Shares 21,846 Est. Cost $118.76 Unrealized -29.2%
CVX CHEVRON CORP 0.2%
Value ($000) $3,239 Shares 33,955 Est. Cost $70.40 Unrealized -18.4%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $2,834 Shares 49,586 Est. Cost $58.63 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-B 0.1%
Value ($000) $2,802 Shares 19,748 Est. Cost $114.87 Unrealized +15.4%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $2,672 Shares 23,843 Est. Cost $54.26 Unrealized +40.7%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $2,429 Shares 17,158 Est. Cost $129.65 Unrealized +0.5%
JPMORGAN CHASE & CO 0.1%
Value ($000) $2,384 Shares 40,259 Est. Cost $67.35 Unrealized
VTI VANGUARD US TOTAL STOCK MKT 0.1%
Value ($000) $2,312 Shares 22,053 Est. Cost $86.70 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $2,145 Shares 39,450 Est. Cost $40.17 Unrealized -6.9%
UNM UNUM GROUP 0.1%
Value ($000) $1,980 Shares 64,025 Est. Cost $34.29 Unrealized -14.5%
MDY SPDR S&P M/C 400 ETF 0.1%
Value ($000) $1,973 Shares 7,510 Est. Cost $226.24 Unrealized
VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,958 Shares 36,199 Est. Cost $46.10 Unrealized
NVO NOVO-NORDISK A/S ADR 0.1%
Value ($000) $1,950 Shares 35,987 Est. Cost $68.38 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,939 Shares 65,417 Est. Cost $17.56 Unrealized +6.4%
T AT&T INC 0.1%
Value ($000) $1,815 Shares 46,327 Est. Cost $11.50 Unrealized +20.3%
KO COCA COLA CO 0.1%
Value ($000) $1,721 Shares 37,109 Est. Cost $28.18 Unrealized +13.0%
HD HOME DEPOT INC 0.1%
Value ($000) $1,697 Shares 12,719 Est. Cost $72.74 Unrealized +35.2%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $1,575 Shares 20,797 Est. Cost $32.16 Unrealized +83.1%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $1,570 Shares 14,875 Est. Cost $46.80 Unrealized +86.0%
ABBVIE INC 0.1%
Value ($000) $1,543 Shares 27,007 Est. Cost $66.45 Unrealized
FMC TECHNOLOGIES INC 0.1%
Value ($000) $1,372 Shares 50,155 Est. Cost $41.49 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,368 Shares 21,420 Est. Cost $32.99 Unrealized +35.8%
ABT ABBOTT LABS 0.1%
Value ($000) $1,321 Shares 31,569 Est. Cost $30.05 Unrealized +9.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,222 Shares 14,682 Est. Cost $59.42 Unrealized +3.6%
MRK MERCK & CO INC 0.1%
Value ($000) $1,130 Shares 21,362 Est. Cost $34.91 Unrealized +3.2%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $1,106 Shares 44,936 Est. Cost $45.64 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,100 Shares 7,337 Est. Cost $104.17 Unrealized +6.3%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,089 Shares 9,847 Est. Cost $101.42 Unrealized
TRANSCANADA CORP 0.1%
Value ($000) $1,042 Shares 26,500 Est. Cost $42.55 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $1,017 Shares 1,714 Est. Cost $17.42 Unrealized +62.9%
IWR ISHARES RUSSELL M/C ETF 0.1%
Value ($000) $1,011 Shares 6,205 Est. Cost $129.94 Unrealized
ANSYS INC 0.1%
Value ($000) $1,008 Shares 11,265 Est. Cost $89.48 Unrealized
SANDISK CORP 0.1%
Value ($000) $996 Shares 13,095 Est. Cost $58.23 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $992 Shares 7,642 Est. Cost $71.27 Unrealized +31.1%
DU PONT DE NEMOURS 0.1%
Value ($000) $989 Shares 15,620 Est. Cost $60.10 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $958 Shares 7,600 Est. Cost $68.25 Unrealized +40.8%
VB VANGUARD S/C ETF 0.0%
Value ($000) $897 Shares 8,046 Est. Cost $100.07 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $879 Shares 14,030 Est. Cost $18.21 Unrealized +70.7%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $873 Shares 30,681 Est. Cost $16.15 Unrealized +17.3%
LLY ELI LILLY & CO 0.0%
Value ($000) $863 Shares 11,982 Est. Cost $47.50 Unrealized +34.7%
ROYAL DUTCH SHELL ADR-A 0.0%
Value ($000) $848 Shares 17,505 Est. Cost $62.97 Unrealized
APACHE CORPORATION 0.0%
Value ($000) $847 Shares 17,352 Est. Cost $83.92 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $842 Shares 8,117 Est. Cost $48.14 Unrealized +50.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $838 Shares 8,544 Est. Cost $49.34 Unrealized +13.2%
GUGGENHEIM S&P 500 EQUAL WEIGH 0.0%
Value ($000) $830 Shares 10,570 Est. Cost $68.86 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $820 Shares 8,008 Est. Cost $50.53 Unrealized +44.9%
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $785 Shares 16,065 Est. Cost $30.40 Unrealized -16.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $744 Shares 6,379 Est. Cost $70.78 Unrealized +24.1%
DE DEERE & CO 0.0%
Value ($000) $710 Shares 9,224 Est. Cost $67.99 Unrealized -2.5%
NATIONAL PENN BANCSHARES INC 0.0%
Value ($000) $692 Shares 65,000 Est. Cost $10.53 Unrealized
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $685 Shares 15,886 Est. Cost $44.53 Unrealized -13.3%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $684 Shares 17,733 Est. Cost $35.87 Unrealized +0.5%
BF/B BROWN FORMAN CORP-B 0.0%
Value ($000) $640 Shares 6,500 Est. Cost $23.44 Unrealized +38.1%
ALLERGAN INC 0.0%
Value ($000) $577 Shares 2,154 Est. Cost $294.16 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $562 Shares 8,173 Est. Cost $55.38 Unrealized
MDLZ MONDELEZ INTL INC-A 0.0%
Value ($000) $536 Shares 13,365 Est. Cost $29.84 Unrealized +8.6%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $527 Shares 3,657 Est. Cost $68.64 Unrealized +38.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $511 Shares 2,306 Est. Cost $144.57 Unrealized +14.3%
PATTERSON COMPANIES INC 0.0%
Value ($000) $490 Shares 10,525 Est. Cost $37.75 Unrealized
IJK ISHARES S&P MIDCAP 400 GWTH 0.0%
Value ($000) $488 Shares 3,000 Est. Cost $144.96 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $478 Shares 1,835 Est. Cost $325.02 Unrealized -18.7%
META FACEBOOK INC-A 0.0%
Value ($000) $470 Shares 4,123 Est. Cost $91.13 Unrealized +15.0%
INTC INTEL CORP 0.0%
Value ($000) $469 Shares 14,493 Est. Cost $18.62 Unrealized +31.0%
BA BOEING CO 0.0%
Value ($000) $460 Shares 3,622 Est. Cost $97.77 Unrealized +14.4%
TOTAL SA ADR 0.0%
Value ($000) $454 Shares 10,005 Est. Cost $49.17 Unrealized
KINDER MORGAN INC 0.0%
Value ($000) $454 Shares 25,406 Est. Cost $31.98 Unrealized
IVV ISHARES CORE S&P500 ETF 0.0%
Value ($000) $443 Shares 2,146 Est. Cost $193.07 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.0%
Value ($000) $414 Shares 4,147 Est. Cost $87.84 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $386 Shares 7,150 Est. Cost $35.35 Unrealized +6.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $386 Shares 4,910 Est. Cost $47.82 Unrealized +1.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $377 Shares 4,930 Est. Cost $62.78 Unrealized -15.5%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $369 Shares 3,425 Est. Cost $109.20 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $360 Shares 6,100 Est. Cost $45.95 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $346 Shares 4,791 Est. Cost $38.68 Unrealized +15.8%
XYL XYLEM INC 0.0%
Value ($000) $344 Shares 8,405 Est. Cost $23.44 Unrealized +39.3%
DHS WISDOMTREE HIGH DIVIDEND FUND 0.0%
Value ($000) $342 Shares 5,400 Est. Cost $59.26 Unrealized
CELGENE CORP 0.0%
Value ($000) $336 Shares 3,360 Est. Cost $97.74 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $334 Shares 2,595 Est. Cost $63.83 Unrealized +58.1%
UNILEVER NV-NY SHARES 0.0%
Value ($000) $310 Shares 6,934 Est. Cost $40.63 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $308 Shares 9,665 Est. Cost $26.69 Unrealized
BND VANGUARD TOTAL BOND MKT ETF 0.0%
Value ($000) $304 Shares 3,673 Est. Cost $80.81 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $298 Shares 4,710 Est. Cost $32.53 Unrealized +26.7%
SYY SYSCO CORP 0.0%
Value ($000) $280 Shares 6,000 Est. Cost $33.38 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $279 Shares 2,620 Est. Cost $102.78 Unrealized -13.2%
UHS UNIVERSAL HEALTH SERVICES-B 0.0%
Value ($000) $273 Shares 2,192 Est. Cost $108.31 Unrealized -0.4%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $265 Shares 3,665 Est. Cost $85.82 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $264 Shares 6,456 Est. Cost $27.77 Unrealized +15.1%
O REALTY INCOME CORP 0.0%
Value ($000) $259 Shares 4,150 Est. Cost $27.79 Unrealized +26.1%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $255 Shares 3,013 Est. Cost $48.79 Unrealized +27.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $252 Shares 914 Est. Cost $156.77 Unrealized +8.5%
HARRIS CORP 0.0%
Value ($000) $250 Shares 3,207 Est. Cost $87.00 Unrealized
PIEDMONT NATURAL GAS CO 0.0%
Value ($000) $245 Shares 4,100 Est. Cost $57.07 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $245 Shares 3,374 Est. Cost $51.06 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $241 Shares 2,040 Est. Cost $19.44 Unrealized +12.1%
AGL RESOURCES INC 0.0%
Value ($000) $241 Shares 3,694 Est. Cost $60.91 Unrealized
WELLS FARGO & CO 7.50% PFD 0.0%
Value ($000) $241 Shares 200 Est. Cost $1192.00 Unrealized
DOW CHEMICAL CO 0.0%
Value ($000) $235 Shares 4,625 Est. Cost $50.81 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $230 Shares 7,616 Est. Cost $41.04 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $229 Shares 2,481 Est. Cost $36.05 Unrealized +6.5%
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $226 Shares 5,575 Est. Cost $49.64 Unrealized
CNI CANADIAN NATL RAILWAY 0.0%
Value ($000) $225 Shares 3,600 Est. Cost $47.77 Unrealized -2.2%
IJR ISHARES CORE S&P S/C ETF 0.0%
Value ($000) $222 Shares 1,976 Est. Cost $110.32 Unrealized
ANADARKO PETROLEUM CORP 0.0%
Value ($000) $222 Shares 4,760 Est. Cost $46.64 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $217 Shares 2,895 Est. Cost $46.10 Unrealized 0.0%
NATIONAL-OILWELL VARCO INC 0.0%
Value ($000) $214 Shares 6,874 Est. Cost $70.01 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $211 Shares 3,081 Est. Cost $56.01 Unrealized -10.1%
EBAY EBAY INC 0.0%
Value ($000) $210 Shares 8,800 Est. Cost $19.96 Unrealized +8.5%
F FORD MOTOR CO 0.0%
Value ($000) $184 Shares 13,640 Est. Cost $7.45 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $136 Shares 12,280 Est. Cost $8.11 Unrealized -8.3%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $91 Shares 12,800 Est. Cost $40.29 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $46 Shares 11,562 Est. Cost $3.51 Unrealized