BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

Location: Canton, OH

CIK: 0000911274 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 17, 2017

Total Value: $439M (100.0% shares, 0.0% debt)

Holdings (188)

JNJ JOHNSON & JOHNSON COM 2.9%
Value $12.52M Shares 96,298 Est. Cost $61.20 Unrealized +71.5%
CMCSA COMCAST CORP NEW CL A 2.7%
Value $11.66M Shares 303,148 Est. Cost $26.81 Unrealized +19.4%
MA MASTERCARD INCORPORATED CL A 2.6%
Value $11.59M Shares 82,103 Est. Cost $70.55 Unrealized +79.1%
AAPL APPLE INC COM 2.4%
Value $10.36M Shares 67,190 Est. Cost $19.27 Unrealized +87.6%
DIS DISNEY WALT CO COM DISNEY 2.3%
Value $9.975M Shares 101,200 Est. Cost $58.20 Unrealized +66.6%
PEP PEPSICO INC COM 2.3%
Value $9.893M Shares 88,789 Est. Cost $56.74 Unrealized +57.6%
MSFT MICROSOFT CORP COM 2.2%
Value $9.464M Shares 127,060 Est. Cost $29.95 Unrealized +122.6%
BA BOEING CO COM 2.1%
Value $9.239M Shares 36,343 Est. Cost $89.87 Unrealized +145.3%
XOM EXXON MOBIL CORP COM 2.1%
Value $9.125M Shares 111,306 Est. Cost $53.90 Unrealized +0.8%
PM PHILIP MORRIS INTL INC COM 2.0%
Value $8.915M Shares 80,312 Est. Cost $50.11 Unrealized +50.1%
KO COCA COLA CO COM 1.9%
Value $8.291M Shares 184,222 Est. Cost $27.96 Unrealized +25.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 1.8%
Value $8.108M Shares 101,188 Est. Cost $80.06 Unrealized
META FACEBOOK INC CL A 1.8%
Value $8.004M Shares 46,839 Est. Cost $93.09 Unrealized +78.0%
PG PROCTER AND GAMBLE CO COM 1.7%
Value $7.619M Shares 83,742 Est. Cost $55.55 Unrealized +31.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.5%
Value $6.798M Shares 37,083 Est. Cost $122.88 Unrealized +43.8%
SLB SCHLUMBERGER LTD COM 1.5%
Value $6.728M Shares 96,433 Est. Cost $53.88 Unrealized -3.7%
MCD MCDONALDS CORP COM 1.5%
Value $6.651M Shares 42,451 Est. Cost $75.28 Unrealized +70.9%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 1.5%
Value $6.633M Shares 63,502 Est. Cost $59.49 Unrealized +60.7%
DISH NETWORK CORP CL A 1.5%
Value $6.464M Shares 119,197 Est. Cost $42.52 Unrealized
KHC KRAFT HEINZ CO COM 1.5%
Value $6.433M Shares 82,953 Est. Cost $47.98 Unrealized +17.6%
LOW LOWES COS INC COM 1.4%
Value $6.239M Shares 78,048 Est. Cost $40.16 Unrealized +63.5%
CB CHUBB LIMITED COM 1.4%
Value $6.153M Shares 43,167 Est. Cost $96.34 Unrealized +29.6%
CVX CHEVRON CORP NEW COM 1.4%
Value $6.029M Shares 51,315 Est. Cost $70.54 Unrealized +8.0%
HBAN HUNTINGTON BANCSHARES INC COM 1.4%
Value $6.024M Shares 431,493 Est. Cost $6.85 Unrealized +32.5%
GOOGL ALPHABET INC CAP STK CL A 1.4%
Value $5.968M Shares 6,129 Est. Cost $36.84 Unrealized +27.8%
T AT&T INC COM 1.4%
Value $5.938M Shares 151,600 Est. Cost $12.17 Unrealized +28.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 1.3%
Value $5.778M Shares 79,653 Est. Cost $42.54 Unrealized +46.9%
CMI CUMMINS INC COM 1.3%
Value $5.517M Shares 32,834 Est. Cost $85.60 Unrealized +51.8%
JPM JPMORGAN CHASE & CO COM 1.3%
Value $5.501M Shares 57,594 Est. Cost $40.54 Unrealized +81.7%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value $5.401M Shares 5,631 Est. Cost $35.78 Unrealized +29.2%
BDX BECTON DICKINSON & CO COM 1.2%
Value $5.308M Shares 27,086 Est. Cost $87.25 Unrealized +96.1%
PYPL PAYPAL HLDGS INC COM 1.1%
Value $4.943M Shares 77,193 Est. Cost $36.42 Unrealized +64.1%
ABT ABBOTT LABS COM 1.1%
Value $4.773M Shares 89,458 Est. Cost $32.62 Unrealized +32.9%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.1%
Value $4.771M Shares 69,444 Est. Cost $59.17 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC COM 1.1%
Value $4.76M Shares 30,755 Est. Cost $93.74 Unrealized
EOG EOG RES INC COM 1.1%
Value $4.757M Shares 49,171 Est. Cost $62.26 Unrealized +8.3%
UPS UNITED PARCEL SERVICE INC CL B 1.0%
Value $4.585M Shares 38,184 Est. Cost $68.37 Unrealized +21.2%
PRAXAIR INC COM 1.0%
Value $4.574M Shares 32,731 Est. Cost $115.52 Unrealized
GENERAL ELECTRIC CO COM 1.0%
Value $4.571M Shares 189,026 Est. Cost $24.23 Unrealized
UNILEVER PLC SPON ADR NEW 1.0%
Value $4.564M Shares 78,746 Est. Cost $42.92 Unrealized
MDT MEDTRONIC PLC SHS 1.0%
Value $4.466M Shares 57,430 Est. Cost $57.98 Unrealized +15.5%
ORLY O REILLY AUTOMOTIVE INC NEW COM 1.0%
Value $4.362M Shares 20,255 Est. Cost $7.51 Unrealized +75.8%
GS GOLDMAN SACHS GROUP INC COM 1.0%
Value $4.294M Shares 18,104 Est. Cost $146.62 Unrealized +28.2%
SENSATA TECHNOLOGIES HLDG NV SHS 1.0%
Value $4.282M Shares 89,077 Est. Cost $37.59 Unrealized
TWENTY FIRST CENTY FOX INC CL A 1.0%
Value $4.22M Shares 159,985 Est. Cost $31.53 Unrealized
KMPR KEMPER CORP DEL COM 0.9%
Value $3.995M Shares 75,368 Est. Cost $32.74 Unrealized +39.3%
HSY HERSHEY CO COM 0.9%
Value $3.954M Shares 36,219 Est. Cost $65.69 Unrealized +32.8%
BMY BRISTOL MYERS SQUIBB CO COM 0.9%
Value $3.848M Shares 60,365 Est. Cost $35.85 Unrealized +20.3%
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value $3.724M Shares 75,253 Est. Cost $26.84 Unrealized +12.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value $3.593M Shares 24,765 Est. Cost $114.47 Unrealized -15.4%
D DOMINION ENERGY INC COM 0.8%
Value $3.506M Shares 45,579 Est. Cost $34.76 Unrealized +54.4%
MRK MERCK & CO INC COM 0.8%
Value $3.457M Shares 53,983 Est. Cost $37.54 Unrealized +24.4%
SCRIPPS NETWORKS INTERACT INC CL A COM 0.8%
Value $3.41M Shares 39,698 Est. Cost $66.72 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.8%
Value $3.295M Shares 30,140 Est. Cost $30.59 Unrealized +24.7%
COP CONOCOPHILLIPS COM 0.7%
Value $3.22M Shares 64,334 Est. Cost $39.33 Unrealized -12.4%
EMR EMERSON ELEC CO COM 0.7%
Value $3.205M Shares 51,010 Est. Cost $42.42 Unrealized +16.0%
BAX BAXTER INTL INC COM 0.7%
Value $3.08M Shares 49,090 Est. Cost $32.21 Unrealized +66.2%
INTC INTEL CORP COM 0.7%
Value $3.055M Shares 80,227 Est. Cost $19.45 Unrealized +52.1%
EBAY EBAY INC COM 0.7%
Value $2.987M Shares 77,653 Est. Cost $21.49 Unrealized +50.6%
PRICELINE GRP INC COM NEW 0.7%
Value $2.973M Shares 1,624 Est. Cost $1610.47 Unrealized
GIS GENERAL MLS INC COM 0.7%
Value $2.924M Shares 56,484 Est. Cost $33.03 Unrealized +23.2%
ROK ROCKWELL AUTOMATION INC COM 0.6%
Value $2.631M Shares 14,766 Est. Cost $68.64 Unrealized +107.6%
L BRANDS INC COM 0.5%
Value $2.383M Shares 57,280 Est. Cost $60.22 Unrealized
SYF SYNCHRONY FINL COM 0.5%
Value $2.335M Shares 75,186 Est. Cost $24.90 Unrealized -2.1%
PFE PFIZER INC COM 0.5%
Value $2.172M Shares 60,830 Est. Cost $17.53 Unrealized +26.9%
COLFAX CORP COM 0.5%
Value $2.058M Shares 49,435 Est. Cost $49.92 Unrealized
SABR SABRE CORP COM 0.5%
Value $1.994M Shares 110,139 Est. Cost $25.91 Unrealized -25.1%
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value $1.974M Shares 6,860 Est. Cost $68.43 Unrealized +243.4%
MKL MARKEL CORP COM 0.4%
Value $1.902M Shares 1,781 Est. Cost $525.48 Unrealized +96.8%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.4%
Value $1.883M Shares 18,500 Est. Cost $101.30 Unrealized
SATS ECHOSTAR CORP CL A 0.4%
Value $1.842M Shares 32,184 Est. Cost $31.68 Unrealized +50.5%
MO ALTRIA GROUP INC COM 0.4%
Value $1.791M Shares 28,247 Est. Cost $17.13 Unrealized +110.7%
CW CURTISS WRIGHT CORP COM 0.4%
Value $1.74M Shares 16,638 Est. Cost $32.35 Unrealized +188.3%
CERNER CORP COM 0.4%
Value $1.709M Shares 23,959 Est. Cost $58.18 Unrealized
AXP AMERICAN EXPRESS CO COM 0.4%
Value $1.604M Shares 17,733 Est. Cost $59.88 Unrealized +28.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.4%
Value $1.57M Shares 22,908 Est. Cost $60.86 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.3%
Value $1.529M Shares 11,565 Est. Cost $59.47 Unrealized +72.7%
ROCKWELL COLLINS INC COM 0.3%
Value $1.475M Shares 11,282 Est. Cost $63.75 Unrealized
KEY KEYCORP NEW COM 0.3%
Value $1.38M Shares 73,314 Est. Cost $6.55 Unrealized +90.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value $1.374M Shares 5 Est. Cost $219349.66 Unrealized +21.0%
UNP UNION PAC CORP COM 0.3%
Value $1.27M Shares 10,954 Est. Cost $78.70 Unrealized +13.2%
ABBV ABBVIE INC COM 0.3%
Value $1.252M Shares 14,092 Est. Cost $26.55 Unrealized +102.1%
TKR TIMKEN CO COM 0.3%
Value $1.229M Shares 25,312 Est. Cost $37.97 Unrealized +21.4%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value $1.217M Shares 3,400 Est. Cost $62.64 Unrealized +70.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.3%
Value $1.14M Shares 23,054 Est. Cost $49.42 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value $1.135M Shares 12,665 Est. Cost $65.19 Unrealized 0.0%
CSX CSX CORP COM 0.3%
Value $1.126M Shares 20,758 Est. Cost $6.66 Unrealized +129.8%
AEP AMERICAN ELEC PWR INC COM 0.3%
Value $1.116M Shares 15,894 Est. Cost $31.08 Unrealized +70.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value $1.089M Shares 9,966 Est. Cost $48.56 Unrealized +84.5%
LIBERTY GLOBAL PLC SHS CL C 0.2%
Value $1.012M Shares 30,955 Est. Cost $46.88 Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.2%
Value $995K Shares 6,249 Est. Cost $76.20 Unrealized +90.7%
L LOEWS CORP COM 0.2%
Value $995K Shares 20,795 Est. Cost $42.08 Unrealized +9.0%
MMM 3M CO COM 0.2%
Value $934K Shares 4,449 Est. Cost $65.32 Unrealized +98.8%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value $908K Shares 22,337 Est. Cost $23.35 Unrealized +48.6%
SJM SMUCKER J M CO COM NEW 0.2%
Value $802K Shares 7,646 Est. Cost $79.39 Unrealized +10.3%
ETN EATON CORP PLC SHS 0.2%
Value $775K Shares 10,087 Est. Cost $52.03 Unrealized +22.7%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.2%
Value $755K Shares 2,452 Est. Cost $8.73 Unrealized -22.9%
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.2%
Value $749K Shares 15,320 Est. Cost $35.27 Unrealized
TWENTY FIRST CENTY FOX INC CL B 0.2%
Value $740K Shares 28,684 Est. Cost $32.19 Unrealized
TDG TRANSDIGM GROUP INC COM 0.2%
Value $681K Shares 2,665 Est. Cost $123.08 Unrealized +54.3%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value $651K Shares 22,871 Est. Cost $36.44 Unrealized
FE FIRSTENERGY CORP COM 0.1%
Value $623K Shares 20,197 Est. Cost $24.28 Unrealized -8.0%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value $617K Shares 15,312 Est. Cost $33.21 Unrealized +0.5%
HD HOME DEPOT INC COM 0.1%
Value $616K Shares 3,768 Est. Cost $92.20 Unrealized +35.8%
WMT WAL-MART STORES INC COM 0.1%
Value $604K Shares 7,730 Est. Cost $20.48 Unrealized +11.8%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.1%
Value $600K Shares 5,028 Est. Cost $109.30 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value $589K Shares 8,910 Est. Cost $36.58 Unrealized +55.5%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value $558K Shares 5,587 Est. Cost $83.62 Unrealized
DISCOVERY COMMUNICATNS NEW COM SER C 0.1%
Value $536K Shares 26,480 Est. Cost $46.60 Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.1%
Value $530K Shares 60,820 Est. Cost $12.04 Unrealized
HUNTINGTON BANCSHARES INC PFD CONV SER A 0.1%
Value $500K Shares 338 Est. Cost $1255.15 Unrealized
SYK STRYKER CORP COM 0.1%
Value $482K Shares 3,394 Est. Cost $61.67 Unrealized +112.1%
GLD SPDR GOLD SHARES 0.1%
Value $457K Shares 3,760 Est. Cost $119.25 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value $456K Shares 11,868 Est. Cost $41.19 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value $414K Shares 4,900 Est. Cost $85.06 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value $405K Shares 1,614 Est. Cost $184.02 Unrealized
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value $404K Shares 9,646 Est. Cost $33.42 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value $398K Shares 6,237 Est. Cost $43.86 Unrealized +33.9%
DHI D R HORTON INC COM 0.1%
Value $368K Shares 9,215 Est. Cost $33.25 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.1%
Value $357K Shares 10,616 Est. Cost $20.65 Unrealized +19.7%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value $356K Shares 980 Est. Cost $214.89 Unrealized +73.2%
CAT CATERPILLAR INC DEL COM 0.1%
Value $352K Shares 2,824 Est. Cost $67.34 Unrealized +42.6%
FIDUCIARY CLAYMORE MLP OPP FD COM 0.1%
Value $347K Shares 26,869 Est. Cost $27.15 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value $347K Shares 3,793 Est. Cost $50.84 Unrealized +20.5%
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.1%
Value $345K Shares 10,177 Est. Cost $73.50 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value $342K Shares 5,001 Est. Cost $56.98 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value $339K Shares 2,315 Est. Cost $20.07 Unrealized +48.1%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $336K Shares 2,491 Est. Cost $47.58 Unrealized +103.2%
BLUE HILLS BANCORP INC COM 0.1%
Value $334K Shares 17,389 Est. Cost $13.11 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value $333K Shares 5,319 Est. Cost $66.60 Unrealized
FCB FINL HLDGS INC CL A 0.1%
Value $332K Shares 6,866 Est. Cost $48.35 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value $319K Shares 3,361 Est. Cost $83.41 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value $310K Shares 4,014 Est. Cost $83.51 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value $301K Shares 5,610 Est. Cost $29.91 Unrealized +26.3%
DUN & BRADSTREET CORP DEL NEW COM 0.1%
Value $300K Shares 2,577 Est. Cost $98.01 Unrealized
RVSB RIVERVIEW BANCORP INC COM 0.1%
Value $299K Shares 35,600 Est. Cost $5.95 Unrealized +2.7%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value $299K Shares 3,510 Est. Cost $67.66 Unrealized
FDX FEDEX CORP COM 0.1%
Value $298K Shares 1,319 Est. Cost $119.68 Unrealized +54.5%
HON HONEYWELL INTL INC COM 0.1%
Value $298K Shares 2,102 Est. Cost $86.03 Unrealized +21.3%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value $295K Shares 3,478 Est. Cost $67.27 Unrealized
LIBERTY INTERACTIVE CORP QVC GP COM SER A 0.1%
Value $294K Shares 12,474 Est. Cost $23.11 Unrealized
PH PARKER HANNIFIN CORP COM 0.1%
Value $278K Shares 1,586 Est. Cost $102.98 Unrealized +40.3%
MTUS TIMKENSTEEL CORP COM 0.1%
Value $275K Shares 16,645 Est. Cost $28.91 Unrealized -47.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value $270K Shares 4,200 Est. Cost $55.24 Unrealized
APACHE CORP COM 0.1%
Value $269K Shares 5,866 Est. Cost $81.82 Unrealized
WNEB WESTERN NEW ENG BANCORP INC COM 0.1%
Value $265K Shares 24,279 Est. Cost $6.49 Unrealized +23.7%
ORCL ORACLE CORP COM 0.1%
Value $259K Shares 5,358 Est. Cost $35.55 Unrealized +23.6%
FSBW FS BANCORP INC COM 0.1%
Value $257K Shares 4,983 Est. Cost $17.59 Unrealized +10.4%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value $256K Shares 5,082 Est. Cost $46.24 Unrealized
DISCOVERY COMMUNICATNS NEW COM SER A 0.1%
Value $252K Shares 11,823 Est. Cost $62.89 Unrealized
FNWB FIRST NORTHWEST BANCORP COM 0.1%
Value $252K Shares 14,766 Est. Cost $11.62 Unrealized +21.5%
MSBI MIDLAND STS BANCORP INC ILL COM 0.1%
Value $251K Shares 7,919 Est. Cost $20.84 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value $245K Shares 2,688 Est. Cost $84.08 Unrealized
ESSA BANCORP INC COM 0.1%
Value $242K Shares 15,397 Est. Cost $12.44 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value $242K Shares 2,883 Est. Cost $51.24 Unrealized +18.7%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value $240K Shares 772 Est. Cost $206.79 Unrealized +15.4%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.1%
Value $234K Shares 5,585 Est. Cost $38.85 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value $234K Shares 3,057 Est. Cost $58.73 Unrealized +3.2%
HBCP HOME BANCORP INC COM 0.1%
Value $231K Shares 5,517 Est. Cost $29.63 Unrealized +12.6%
PIONEER NAT RES CO COM 0.1%
Value $230K Shares 1,557 Est. Cost $147.72 Unrealized
ENTEGRA FINL CORP COM 0.1%
Value $229K Shares 9,196 Est. Cost $23.60 Unrealized
UNITED CMNTY FINL CORP OHIO COM 0.1%
Value $227K Shares 23,661 Est. Cost $8.36 Unrealized
FIRST FINANCIAL NORTHWEST INC COM 0.1%
Value $227K Shares 13,360 Est. Cost $13.23 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.1%
Value $226K Shares 6,450 Est. Cost $23.36 Unrealized 0.0%
UNITED TECHNOLOGIES CORP COM 0.1%
Value $226K Shares 1,944 Est. Cost $121.53 Unrealized
EL LAUDER ESTEE COS INC CL A 0.1%
Value $225K Shares 2,087 Est. Cost $82.37 Unrealized +12.2%
WFC WELLS FARGO CO NEW COM 0.1%
Value $224K Shares 4,055 Est. Cost $36.83 Unrealized +14.4%
AFL AFLAC INC COM 0.1%
Value $222K Shares 2,729 Est. Cost $30.73 Unrealized +7.8%
COF CAPITAL ONE FINL CORP COM 0.1%
Value $220K Shares 2,600 Est. Cost $68.75 Unrealized +3.8%
BANR BANNER CORP COM NEW 0.0%
Value $215K Shares 3,510 Est. Cost $41.91 Unrealized 0.0%
POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO 0.0%
Value $213K Shares 4,652 Est. Cost $43.42 Unrealized
DIEBOLD NXDF INC COM 0.0%
Value $213K Shares 9,332 Est. Cost $33.61 Unrealized
CEDAR FAIR L P DEPOSITRY UNIT 0.0%
Value $212K Shares 3,300 Est. Cost $58.95 Unrealized
V VISA INC COM CL A 0.0%
Value $210K Shares 1,996 Est. Cost $95.71 Unrealized 0.0%
ATI ALLEGHENY TECHNOLOGIES INC COM 0.0%
Value $208K Shares 8,689 Est. Cost $19.78 Unrealized 0.0%
AMZN AMAZON COM INC COM 0.0%
Value $206K Shares 214 Est. Cost $38.88 Unrealized +26.3%
HOPFED BANCORP INC COM 0.0%
Value $204K Shares 14,064 Est. Cost $13.44 Unrealized
SFBC SOUND FINL BANCORP INC COM 0.0%
Value $204K Shares 6,000 Est. Cost $26.96 Unrealized 0.0%
SOUTHERN NATL BANCORP OF VA IN COM 0.0%
Value $202K Shares 11,884 Est. Cost $13.04 Unrealized
POLYONE CORP COM 0.0%
Value $200K Shares 5,000 Est. Cost $40.00 Unrealized
ORITANI FINL CORP DEL COM 0.0%
Value $189K Shares 11,250 Est. Cost $17.07 Unrealized
CLEARBRIDGE ENERGY MLP FD INC COM 0.0%
Value $163K Shares 10,975 Est. Cost $15.94 Unrealized
AMERICAN RIVER BANKSHARES COM 0.0%
Value $145K Shares 10,441 Est. Cost $10.25 Unrealized
BANK MUTUAL CORP NEW COM 0.0%
Value $137K Shares 13,534 Est. Cost $7.83 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value $85,000 Shares 10,900 Est. Cost $16.82 Unrealized
HL HECLA MNG CO COM 0.0%
Value $67,000 Shares 13,250 Est. Cost $5.62 Unrealized -12.3%
SVM SILVERCORP METALS INC COM 0.0%
Value $27,000 Shares 10,000 Est. Cost $2.90 Unrealized 0.0%
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value $26,000 Shares 11,000 Est. Cost $4.03 Unrealized -36.1%