BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0000911274 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 5, 2019

Total Value ($000): $527,845 (100.0% shares, 0.0% debt)

Holdings (180)

MA MASTERCARD INC CL A 3.9%
Value ($000) $20,634 Shares 78,002 Est. Cost $70.55 Unrealized +242.1%
MSFT MICROSOFT CORP COM 3.2%
Value ($000) $16,958 Shares 126,591 Est. Cost $32.53 Unrealized +267.4%
DIS DISNEY WALT CO COM DISNEY 3.0%
Value ($000) $15,983 Shares 114,459 Est. Cost $62.70 Unrealized +104.2%
AAPL APPLE INC COM 2.7%
Value ($000) $14,099 Shares 71,235 Est. Cost $20.91 Unrealized +123.0%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $13,606 Shares 97,688 Est. Cost $61.20 Unrealized +87.5%
BA BOEING CO COM 2.5%
Value ($000) $13,196 Shares 36,252 Est. Cost $93.31 Unrealized +282.9%
CMCSA COMCAST CORP NEW CL A 2.5%
Value ($000) $13,079 Shares 309,353 Est. Cost $26.85 Unrealized +32.3%
PEP PEPSICO, INC. 2.1%
Value ($000) $10,997 Shares 83,867 Est. Cost $56.74 Unrealized +84.6%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 2.0%
Value ($000) $10,424 Shares 129,199 Est. Cost $79.88 Unrealized
META FACEBOOK INC CL A 2.0%
Value ($000) $10,382 Shares 53,793 Est. Cost $101.64 Unrealized +78.5%
MCD MCDONALDS CORP COM 1.9%
Value ($000) $10,276 Shares 49,487 Est. Cost $84.85 Unrealized +100.1%
KO COCA COLA CO COM 1.9%
Value ($000) $10,057 Shares 197,507 Est. Cost $28.64 Unrealized +39.4%
PG PROCTER & GAMBLE COMPANY 1.7%
Value ($000) $8,954 Shares 81,661 Est. Cost $55.93 Unrealized +61.8%
PYPL PAYPAL HLDGS INC COM 1.7%
Value ($000) $8,915 Shares 77,891 Est. Cost $38.00 Unrealized +191.0%
FLEETCOR TECHNOLOGIES INC COM 1.6%
Value ($000) $8,516 Shares 30,323 Est. Cost $93.74 Unrealized
BDX BECTON DICKINSON & CO COM 1.6%
Value ($000) $8,507 Shares 33,756 Est. Cost $110.34 Unrealized +90.1%
XOM EXXON MOBIL CORP COM 1.6%
Value ($000) $8,388 Shares 109,455 Est. Cost $53.90 Unrealized +5.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.6%
Value ($000) $8,211 Shares 38,517 Est. Cost $126.78 Unrealized +63.2%
ABT ABBOTT LABS COM 1.5%
Value ($000) $8,166 Shares 97,104 Est. Cost $34.65 Unrealized +102.6%
ORLY O REILLY AUTOMOTIVE INC NEW COM 1.5%
Value ($000) $7,741 Shares 20,959 Est. Cost $8.20 Unrealized +208.9%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.4%
Value ($000) $7,595 Shares 88,370 Est. Cost $60.83 Unrealized +23.3%
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $7,222 Shares 58,040 Est. Cost $72.12 Unrealized +25.1%
EW EDWARDS LIFESCIENCES CORP COM 1.4%
Value ($000) $7,186 Shares 38,899 Est. Cost $33.83 Unrealized +78.8%
CSCO CISCO SYS INC COM 1.3%
Value ($000) $7,044 Shares 128,709 Est. Cost $37.87 Unrealized +19.3%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $6,968 Shares 62,322 Est. Cost $44.12 Unrealized +108.6%
CB CHUBB LIMITED COM 1.3%
Value ($000) $6,741 Shares 45,762 Est. Cost $97.81 Unrealized +32.3%
LINDE PLC SHS 1.3%
Value ($000) $6,680 Shares 33,265 Est. Cost $175.92 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $6,516 Shares 6,018 Est. Cost $36.84 Unrealized +56.0%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $6,511 Shares 6,024 Est. Cost $37.48 Unrealized +52.8%
LOW LOWES COS INC COM 1.2%
Value ($000) $6,279 Shares 62,222 Est. Cost $41.46 Unrealized +125.4%
MDT MEDTRONIC PLC SHS 1.1%
Value ($000) $5,801 Shares 59,560 Est. Cost $59.60 Unrealized +27.8%
PM PHILIP MORRIS INTL INC COM 1.1%
Value ($000) $5,797 Shares 73,820 Est. Cost $50.32 Unrealized +15.8%
CMI CUMMINS INC COM 1.1%
Value ($000) $5,756 Shares 33,594 Est. Cost $86.95 Unrealized +58.9%
KMPR KEMPER CORP DEL COM 1.1%
Value ($000) $5,722 Shares 66,311 Est. Cost $32.74 Unrealized +160.9%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 1.0%
Value ($000) $5,488 Shares 56,201 Est. Cost $62.16 Unrealized +58.0%
BAX BAXTER INTL INC COM 1.0%
Value ($000) $5,444 Shares 66,471 Est. Cost $39.60 Unrealized +73.0%
EMR EMERSON ELEC CO COM 1.0%
Value ($000) $5,410 Shares 81,081 Est. Cost $48.47 Unrealized +18.5%
COP CONOCOPHILLIPS COM 1.0%
Value ($000) $5,265 Shares 86,306 Est. Cost $41.37 Unrealized +19.0%
UNILEVER PLC SPON ADR NEW 1.0%
Value ($000) $5,217 Shares 84,189 Est. Cost $44.17 Unrealized
WFC WELLS FARGO CO NEW COM 1.0%
Value ($000) $5,102 Shares 107,828 Est. Cost $40.73 Unrealized -4.1%
EOG EOG RES INC COM 1.0%
Value ($000) $5,065 Shares 54,374 Est. Cost $64.17 Unrealized +9.6%
MRK MERCK & CO INC COM 1.0%
Value ($000) $5,018 Shares 59,841 Est. Cost $38.25 Unrealized +62.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.9%
Value ($000) $5,013 Shares 79,083 Est. Cost $43.22 Unrealized +37.5%
ST SENSATA TECHNOLOGIES HLDNG PLC SHS 0.9%
Value ($000) $4,908 Shares 100,125 Est. Cost $52.93 Unrealized -10.1%
HBAN HUNTINGTON BANCSHARES INC COM 0.9%
Value ($000) $4,785 Shares 346,211 Est. Cost $7.08 Unrealized +38.9%
INTC INTEL CORP COM 0.9%
Value ($000) $4,742 Shares 99,068 Est. Cost $23.41 Unrealized +84.1%
CVS CVS HEALTH CORP COM 0.9%
Value ($000) $4,710 Shares 86,436 Est. Cost $50.24 Unrealized -13.3%
VZ VERIZON COMMUNICATIONS INC. 0.9%
Value ($000) $4,591 Shares 80,362 Est. Cost $27.34 Unrealized +46.4%
COST COSTCO WHOLESALE CORPORATION 0.8%
Value ($000) $4,462 Shares 16,886 Est. Cost $226.60 Unrealized 0.0%
T AT&T INC COM 0.8%
Value ($000) $4,250 Shares 126,835 Est. Cost $12.17 Unrealized +23.9%
GS GOLDMAN SACHS GROUP INC COM 0.8%
Value ($000) $4,230 Shares 20,675 Est. Cost $153.64 Unrealized +10.1%
UPS UNITED PARCEL SERVICE INC CL B 0.8%
Value ($000) $4,229 Shares 40,953 Est. Cost $69.31 Unrealized +15.6%
HSY HERSHEY CO COM 0.8%
Value ($000) $4,179 Shares 31,181 Est. Cost $65.69 Unrealized +65.8%
TJX TJX COS INC NEW COM 0.8%
Value ($000) $4,122 Shares 77,949 Est. Cost $48.67 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.7%
Value ($000) $3,947 Shares 34,391 Est. Cost $77.70 Unrealized +19.4%
HD HOME DEPOT INC COM 0.7%
Value ($000) $3,712 Shares 17,850 Est. Cost $144.96 Unrealized +17.0%
DISH NETWORK CORP CL A 0.7%
Value ($000) $3,642 Shares 94,830 Est. Cost $42.52 Unrealized
D DOMINION ENERGY INC COM 0.7%
Value ($000) $3,560 Shares 46,047 Est. Cost $34.94 Unrealized +62.7%
DHI D R HORTON INC COM 0.6%
Value ($000) $3,215 Shares 74,532 Est. Cost $40.01 Unrealized +3.2%
SLB SCHLUMBERGER LTD COM 0.6%
Value ($000) $2,960 Shares 74,480 Est. Cost $53.96 Unrealized -37.6%
EBAY EBAY INC COM 0.5%
Value ($000) $2,902 Shares 73,473 Est. Cost $22.09 Unrealized +52.2%
DISCOVERY INC COM SER C 0.5%
Value ($000) $2,605 Shares 91,577 Est. Cost $26.62 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $2,601 Shares 18,865 Est. Cost $114.21 Unrealized -13.6%
PFE PFIZER INC COM 0.5%
Value ($000) $2,540 Shares 58,638 Est. Cost $17.53 Unrealized +66.7%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.4%
Value ($000) $2,288 Shares 22,483 Est. Cost $101.35 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.4%
Value ($000) $2,259 Shares 13,787 Est. Cost $68.64 Unrealized +118.4%
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value ($000) $2,217 Shares 6,860 Est. Cost $68.43 Unrealized +290.6%
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $2,171 Shares 10,890 Est. Cost $59.47 Unrealized +191.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.4%
Value ($000) $2,165 Shares 47,733 Est. Cost $36.27 Unrealized -0.4%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $2,141 Shares 17,343 Est. Cost $59.88 Unrealized +79.5%
CW CURTISS WRIGHT CORP COM 0.4%
Value ($000) $2,061 Shares 16,208 Est. Cost $32.35 Unrealized +245.4%
UNP UNION PACIFIC CORP COM 0.4%
Value ($000) $2,037 Shares 12,048 Est. Cost $82.95 Unrealized +78.1%
SYF SYNCHRONY FINL COM 0.4%
Value ($000) $1,931 Shares 55,687 Est. Cost $24.90 Unrealized +15.4%
LAMR LAMAR ADVERTISING CO NEW CL A 0.4%
Value ($000) $1,917 Shares 23,753 Est. Cost $61.33 Unrealized
FOXA FOX CORP CL A COM 0.4%
Value ($000) $1,898 Shares 51,798 Est. Cost $33.56 Unrealized 0.0%
MKL MARKEL CORP COM 0.4%
Value ($000) $1,858 Shares 1,705 Est. Cost $525.48 Unrealized +99.4%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $1,838 Shares 35,005 Est. Cost $33.03 Unrealized +24.8%
TDY TELEDYNE TECHNOLOGIES INC COM 0.3%
Value ($000) $1,711 Shares 6,249 Est. Cost $76.20 Unrealized +227.1%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $1,592 Shares 5 Est. Cost $219349.66 Unrealized +41.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $1,542 Shares 9,328 Est. Cost $48.56 Unrealized +190.3%
CSX CSX CORP COM 0.3%
Value ($000) $1,527 Shares 19,737 Est. Cost $6.66 Unrealized +253.5%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $1,518 Shares 3,312 Est. Cost $62.64 Unrealized +125.0%
AEP AMERICAN ELEC PWR CO INC COM 0.3%
Value ($000) $1,388 Shares 15,776 Est. Cost $33.98 Unrealized +100.8%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $1,348 Shares 712 Est. Cost $70.53 Unrealized +32.1%
TIGO MILLICOM INTL CELLULAR SA COM STK 0.3%
Value ($000) $1,347 Shares 24,132 Est. Cost $62.57 Unrealized -8.5%
MO ALTRIA GROUP, INC. 0.2%
Value ($000) $1,294 Shares 27,327 Est. Cost $17.50 Unrealized +76.7%
DD DUPONT DE NEMOURS INC COM 0.2%
Value ($000) $1,288 Shares 17,152 Est. Cost $27.24 Unrealized 0.0%
TKR TIMKEN CO COM 0.2%
Value ($000) $1,267 Shares 24,673 Est. Cost $37.97 Unrealized +25.8%
KEY KEYCORP NEW COM 0.2%
Value ($000) $1,265 Shares 71,294 Est. Cost $6.68 Unrealized +83.7%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $1,192 Shares 22,110 Est. Cost $23.35 Unrealized +88.9%
SATS ECHOSTAR CORP CL A 0.2%
Value ($000) $1,142 Shares 25,759 Est. Cost $31.68 Unrealized +5.1%
L LOEWS CORP COM 0.2%
Value ($000) $1,115 Shares 20,395 Est. Cost $42.08 Unrealized +18.5%
TDG TRANSDIGM GROUP INC COM 0.2%
Value ($000) $1,113 Shares 2,300 Est. Cost $123.08 Unrealized +182.1%
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $1,087 Shares 103,514 Est. Cost $24.05 Unrealized
PIONEER NAT RES CO COM 0.2%
Value ($000) $1,065 Shares 6,920 Est. Cost $171.45 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $910 Shares 8,237 Est. Cost $20.92 Unrealized +49.6%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $869 Shares 10,437 Est. Cost $52.73 Unrealized +35.4%
ABBV ABBVIE INC COM 0.2%
Value ($000) $834 Shares 11,465 Est. Cost $26.55 Unrealized +123.7%
DOW DOW INC COM 0.2%
Value ($000) $816 Shares 16,553 Est. Cost $36.37 Unrealized 0.0%
LIBERTY GLOBAL PLC SHS CL C 0.1%
Value ($000) $776 Shares 29,255 Est. Cost $46.88 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $732 Shares 5,621 Est. Cost $111.85 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $700 Shares 22,537 Est. Cost $47.98 Unrealized -52.4%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $683 Shares 6,021 Est. Cost $43.86 Unrealized +126.3%
SYK STRYKER CORP COM 0.1%
Value ($000) $678 Shares 3,297 Est. Cost $61.67 Unrealized +188.3%
MMM 3M COMPANY 0.1%
Value ($000) $652 Shares 3,760 Est. Cost $65.32 Unrealized +84.7%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $651 Shares 7,510 Est. Cost $36.58 Unrealized +106.3%
FE FIRSTENERGY CORP COM 0.1%
Value ($000) $642 Shares 15,007 Est. Cost $24.73 Unrealized +29.6%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $603 Shares 5,236 Est. Cost $79.39 Unrealized +24.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $584 Shares 5,069 Est. Cost $96.17 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $560 Shares 11,354 Est. Cost $49.42 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $549 Shares 13,280 Est. Cost $33.21 Unrealized +0.5%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $515 Shares 4,647 Est. Cost $84.33 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $490 Shares 3,680 Est. Cost $119.25 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $454 Shares 1,549 Est. Cost $184.02 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $436 Shares 4,203 Est. Cost $61.53 Unrealized +31.4%
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $434 Shares 2,484 Est. Cost $91.06 Unrealized +52.3%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $428 Shares 2,089 Est. Cost $20.07 Unrealized +108.2%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $423 Shares 10,134 Est. Cost $41.21 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $400 Shares 1,011 Est. Cost $217.92 Unrealized +72.0%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $398 Shares 2,919 Est. Cost $69.15 Unrealized +65.9%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value ($000) $391 Shares 3,220 Est. Cost $67.66 Unrealized
BBT BERKSHIRE HILLS BANCORP INC COM 0.1%
Value ($000) $382 Shares 12,167 Est. Cost $24.24 Unrealized 0.0%
HOPFED BANCORP INC COM 0.1%
Value ($000) $376 Shares 19,799 Est. Cost $13.72 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $370 Shares 3,397 Est. Cost $18.63 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $365 Shares 1,991 Est. Cost $83.12 Unrealized +88.8%
V VISA INC COM CL A 0.1%
Value ($000) $353 Shares 2,036 Est. Cost $98.69 Unrealized +58.4%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $337 Shares 2,454 Est. Cost $47.58 Unrealized +118.8%
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $332 Shares 8,748 Est. Cost $33.42 Unrealized
DISCOVERY INC COM SER A 0.1%
Value ($000) $325 Shares 10,590 Est. Cost $62.30 Unrealized
IROQ IF BANCORP INC COM 0.1%
Value ($000) $322 Shares 15,400 Est. Cost $21.33 Unrealized -5.3%
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.1%
Value ($000) $318 Shares 52,300 Est. Cost $12.04 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $314 Shares 5,082 Est. Cost $46.24 Unrealized
CLBK COLUMBIA FINL INC COM 0.1%
Value ($000) $313 Shares 20,757 Est. Cost $16.70 Unrealized -8.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $310 Shares 3,478 Est. Cost $67.27 Unrealized
PROV PROVIDENT FINL HLDGS INC COM 0.1%
Value ($000) $309 Shares 14,727 Est. Cost $18.36 Unrealized +10.6%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $309 Shares 3,645 Est. Cost $84.09 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $307 Shares 3,283 Est. Cost $50.84 Unrealized +34.7%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $302 Shares 6,000 Est. Cost $50.33 Unrealized
FOX FOX CORP CL B COM 0.1%
Value ($000) $300 Shares 8,223 Est. Cost $32.96 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $281 Shares 772 Est. Cost $213.38 Unrealized +31.1%
PDL CMNTY BANCORP COM 0.1%
Value ($000) $281 Shares 19,691 Est. Cost $14.63 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $278 Shares 4,224 Est. Cost $56.98 Unrealized
FSBW FS BANCORP INC COM 0.1%
Value ($000) $278 Shares 5,355 Est. Cost $19.46 Unrealized +7.9%
ENTEGRA FINL CORP COM 0.1%
Value ($000) $277 Shares 9,196 Est. Cost $22.40 Unrealized
MCHB HOMESTREET INC COM 0.1%
Value ($000) $276 Shares 9,300 Est. Cost $25.96 Unrealized +10.7%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $275 Shares 16,810 Est. Cost $36.44 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $270 Shares 4,931 Est. Cost $37.59 Unrealized +17.3%
ESSA BANCORP INC COM 0.1%
Value ($000) $268 Shares 17,597 Est. Cost $13.40 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $257 Shares 1,550 Est. Cost $123.74 Unrealized +14.3%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $256 Shares 4,652 Est. Cost $47.51 Unrealized
SFBC SOUND FINL BANCORP INC COM 0.0%
Value ($000) $256 Shares 7,500 Est. Cost $27.81 Unrealized +9.0%
TGT TARGET CORP COM 0.0%
Value ($000) $249 Shares 2,880 Est. Cost $60.69 Unrealized +11.6%
ORCL ORACLE CORP COM 0.0%
Value ($000) $248 Shares 4,358 Est. Cost $35.55 Unrealized +38.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $247 Shares 4,710 Est. Cost $29.91 Unrealized +30.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $245 Shares 2,774 Est. Cost $51.24 Unrealized +32.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $237 Shares 2,050 Est. Cost $87.01 Unrealized +11.7%
KRNY KEARNY FINL CORP MD COM 0.0%
Value ($000) $236 Shares 17,746 Est. Cost $13.70 Unrealized -1.9%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $227 Shares 24,279 Est. Cost $6.49 Unrealized +18.3%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $226 Shares 1,506 Est. Cost $144.75 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $219 Shares 2,628 Est. Cost $59.63 Unrealized +8.9%
ATI ALLEGHENY TECHNOLOGIES INC COM 0.0%
Value ($000) $219 Shares 8,689 Est. Cost $26.33 Unrealized -7.4%
HBCP HOME BANCORP INC COM 0.0%
Value ($000) $212 Shares 5,517 Est. Cost $30.32 Unrealized 0.0%
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $211 Shares 1,293 Est. Cost $156.50 Unrealized
RVSB RIVERVIEW BANCORP INC COM 0.0%
Value ($000) $211 Shares 24,652 Est. Cost $5.97 Unrealized +5.8%
BANKFINANCIAL CORP COM 0.0%
Value ($000) $209 Shares 14,913 Est. Cost $15.23 Unrealized
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $208 Shares 1,222 Est. Cost $102.98 Unrealized +51.9%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $207 Shares 1,785 Est. Cost $97.49 Unrealized 0.0%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $207 Shares 1,556 Est. Cost $102.19 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $201 Shares 6,450 Est. Cost $24.80 Unrealized -0.8%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $200 Shares 2,489 Est. Cost $80.35 Unrealized
HV BANCORP INC COM 0.0%
Value ($000) $198 Shares 13,550 Est. Cost $14.41 Unrealized
FIDUCIARY CLAYMORE ENGRY INFRA COM 0.0%
Value ($000) $176 Shares 18,160 Est. Cost $27.15 Unrealized
UNITED CMNTY FINL CORP OHIO COM 0.0%
Value ($000) $175 Shares 18,275 Est. Cost $8.36 Unrealized
BCBP BCB BANCORP INC COM 0.0%
Value ($000) $165 Shares 11,900 Est. Cost $8.29 Unrealized +8.8%
SOUTHERN NATL BANCORP OF VA IN COM 0.0%
Value ($000) $165 Shares 10,792 Est. Cost $13.04 Unrealized
INVESTORS BANCORP INC NEW COM 0.0%
Value ($000) $138 Shares 12,350 Est. Cost $10.36 Unrealized
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.0%
Value ($000) $128 Shares 10,725 Est. Cost $14.17 Unrealized
MTUS TIMKENSTEEL CORP COM 0.0%
Value ($000) $124 Shares 15,295 Est. Cost $28.35 Unrealized -68.1%
F FORD MTR CO DEL COM 0.0%
Value ($000) $103 Shares 10,099 Est. Cost $7.10 Unrealized 0.0%
ASRV AMERISERV FINL INC COM 0.0%
Value ($000) $46 Shares 11,000 Est. Cost $3.40 Unrealized -4.0%