ARIEL INVESTMENTS, LLC Diversified Active

CIK: 0000936753 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 14, 2014

Total Value ($000): $8,139,543 (100.0% shares, 0.0% debt)

Holdings (179)

Lazard Ltd 3.8%
Value ($000) $309,008 Shares 6,818,350 Est. Cost $32.15 Unrealized
FAF First American Financial Corp. 3.5%
Value ($000) $281,010 Shares 9,964,903 Est. Cost $16.39 Unrealized +7.4%
JLL Jones Lang LaSalle Inc. 3.2%
Value ($000) $259,573 Shares 2,535,139 Est. Cost $89.65 Unrealized +1.2%
Interpublic Group of Cos., Inc. 3.0%
Value ($000) $244,559 Shares 13,816,873 Est. Cost $9.16 Unrealized +20.7%
Janus Capital Group Inc. 2.8%
Value ($000) $230,071 Shares 18,599,073 Est. Cost $8.51 Unrealized
WU Western Union Co. 2.6%
Value ($000) $209,929 Shares 12,169,803 Est. Cost $17.13 Unrealized
International Speedway Corp. 2.6%
Value ($000) $209,171 Shares 5,900,454 Est. Cost $31.68 Unrealized
Gannett Co., Inc. 2.5%
Value ($000) $206,694 Shares 6,987,614 Est. Cost $24.46 Unrealized
International Game Technology 2.4%
Value ($000) $195,272 Shares 10,752,865 Est. Cost $17.12 Unrealized
Hospira, Inc. 2.4%
Value ($000) $192,804 Shares 4,670,630 Est. Cost $38.46 Unrealized
City National Corp. 2.3%
Value ($000) $187,626 Shares 2,368,412 Est. Cost $63.37 Unrealized
Bristow Group Inc. 2.1%
Value ($000) $168,521 Shares 2,245,148 Est. Cost $67.30 Unrealized
KKR & Co. L.P. 1.9%
Value ($000) $158,395 Shares 6,507,608 Est. Cost $19.69 Unrealized
Contango Oil & Gas Co. 1.8%
Value ($000) $142,998 Shares 3,025,777 Est. Cost $33.84 Unrealized
SNA Snap-On Inc. 1.7%
Value ($000) $140,271 Shares 1,280,777 Est. Cost $66.38 Unrealized +19.4%
CRL Charles River Laboratories Intl Inc. 1.7%
Value ($000) $139,454 Shares 2,629,217 Est. Cost $42.84 Unrealized +17.2%
CBRE CBRE Group, Inc. 1.7%
Value ($000) $139,148 Shares 5,290,788 Est. Cost $23.66 Unrealized +0.5%
BIO Bio-Rad Laboratories, Inc. 1.7%
Value ($000) $136,293 Shares 1,102,607 Est. Cost $117.35 Unrealized +3.8%
NWL Newell Rubbermaid Inc. 1.5%
Value ($000) $123,052 Shares 3,796,717 Est. Cost $16.79 Unrealized +13.2%
FICO Fair Isaac Corp. 1.5%
Value ($000) $119,171 Shares 1,896,425 Est. Cost $46.20 Unrealized +24.5%
Anixter Intl Inc. 1.3%
Value ($000) $109,103 Shares 1,214,418 Est. Cost $75.81 Unrealized
Meredith Corp. 1.3%
Value ($000) $107,486 Shares 2,075,019 Est. Cost $47.70 Unrealized
ITW Illinois Tool Works Inc. 1.2%
Value ($000) $101,707 Shares 1,209,645 Est. Cost $50.61 Unrealized +17.5%
Dun & Bradstreet Corp. 1.2%
Value ($000) $99,963 Shares 814,359 Est. Cost $97.45 Unrealized
DeVry Education Group Inc. 1.2%
Value ($000) $99,581 Shares 2,805,102 Est. Cost $31.02 Unrealized
St. Jude Medical, Inc. 1.2%
Value ($000) $99,397 Shares 1,604,471 Est. Cost $45.95 Unrealized
RCL Royal Caribbean Cruises Ltd. 1.2%
Value ($000) $97,792 Shares 2,062,251 Est. Cost $29.81 Unrealized +22.0%
AFL AFLAC Inc. 1.2%
Value ($000) $97,499 Shares 1,459,565 Est. Cost $20.25 Unrealized +21.5%
Nordstrom, Inc. 1.2%
Value ($000) $96,459 Shares 1,560,819 Est. Cost $59.64 Unrealized
SSD Simpson Manufacturing Co., Inc. 1.2%
Value ($000) $95,694 Shares 2,605,336 Est. Cost $25.05 Unrealized +19.4%
TMO Thermo Fisher Scientific Inc. 1.2%
Value ($000) $94,275 Shares 846,655 Est. Cost $80.07 Unrealized +19.4%
LFUS Littelfuse, Inc. 1.1%
Value ($000) $93,104 Shares 1,001,874 Est. Cost $70.35 Unrealized +19.5%
Madison Square Garden Co. 1.1%
Value ($000) $90,639 Shares 1,574,142 Est. Cost $59.25 Unrealized
NTRS Northern Trust Corp. 1.1%
Value ($000) $90,553 Shares 1,463,134 Est. Cost $40.38 Unrealized +3.6%
BRC Brady Corp. 1.1%
Value ($000) $89,084 Shares 2,880,191 Est. Cost $24.58 Unrealized -6.7%
Sotheby's 1.1%
Value ($000) $88,859 Shares 1,670,286 Est. Cost $37.91 Unrealized
ZBH Zimmer Holdings, Inc. 1.1%
Value ($000) $86,551 Shares 928,760 Est. Cost $67.64 Unrealized +15.8%
SJM J.M. Smucker Co. 1.1%
Value ($000) $86,479 Shares 834,578 Est. Cost $72.35 Unrealized +3.0%
BEN Franklin Resources, Inc. 1.1%
Value ($000) $85,519 Shares 1,481,360 Est. Cost $29.20 Unrealized +10.0%
MHK Mohawk Industries, Inc. 1.0%
Value ($000) $84,598 Shares 568,152 Est. Cost $112.71 Unrealized +21.2%
CBS Corp. 1.0%
Value ($000) $83,574 Shares 1,311,176 Est. Cost $49.16 Unrealized
IEX IDEX Corp. 1.0%
Value ($000) $82,447 Shares 1,116,414 Est. Cost $45.08 Unrealized +31.4%
Viacom, Inc. 1.0%
Value ($000) $79,945 Shares 915,332 Est. Cost $68.03 Unrealized
U.S. Silica Holdings Inc. 1.0%
Value ($000) $79,864 Shares 2,341,378 Est. Cost $25.91 Unrealized
Coach, Inc. 1.0%
Value ($000) $78,103 Shares 1,391,461 Est. Cost $56.56 Unrealized
Towers Watson 0.9%
Value ($000) $74,971 Shares 587,502 Est. Cost $81.94 Unrealized
OMC Omnicom Group Inc. 0.9%
Value ($000) $73,963 Shares 994,534 Est. Cost $41.25 Unrealized +12.0%
SWK Stanley Black & Decker, Inc. 0.9%
Value ($000) $73,453 Shares 910,313 Est. Cost $57.10 Unrealized +5.5%
MTS Systems Corp. 0.9%
Value ($000) $71,324 Shares 1,003,574 Est. Cost $60.32 Unrealized
Mitcham Industries, Inc. 0.7%
Value ($000) $55,883 Shares 3,155,455 Est. Cost $16.82 Unrealized
Blackstone Group L.P. 0.7%
Value ($000) $55,217 Shares 1,752,920 Est. Cost $21.06 Unrealized
TILE Interface, Inc. 0.6%
Value ($000) $52,901 Shares 2,408,957 Est. Cost $17.44 Unrealized +15.6%
GHC Graham Holdings Co. 0.6%
Value ($000) $52,887 Shares 79,730 Est. Cost $339.79 Unrealized 0.0%
Symmetry Medical Inc. 0.6%
Value ($000) $49,312 Shares 4,892,085 Est. Cost $8.71 Unrealized
Team, Inc. 0.6%
Value ($000) $45,199 Shares 1,067,518 Est. Cost $37.90 Unrealized
Rosetta Stone Inc. 0.5%
Value ($000) $42,177 Shares 3,451,460 Est. Cost $14.44 Unrealized
BCO Brink's Co. 0.5%
Value ($000) $38,640 Shares 1,131,798 Est. Cost $22.94 Unrealized +19.2%
TROW T. Rowe Price Group, Inc. 0.5%
Value ($000) $37,435 Shares 446,875 Est. Cost $48.32 Unrealized +4.5%
MSFT Microsoft Corp. 0.4%
Value ($000) $35,416 Shares 946,694 Est. Cost $28.60 Unrealized +4.9%
Cowen Group, Inc. 0.4%
Value ($000) $34,532 Shares 8,831,685 Est. Cost $3.18 Unrealized
Apollo Education Group, Inc. 0.4%
Value ($000) $33,693 Shares 1,233,272 Est. Cost $17.72 Unrealized
Erickson Air-Crane, Inc. 0.4%
Value ($000) $33,174 Shares 1,595,659 Est. Cost $18.15 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $31,979 Shares 349,157 Est. Cost $63.88 Unrealized +2.9%
Blount Intl, Inc. 0.4%
Value ($000) $28,915 Shares 1,998,286 Est. Cost $12.19 Unrealized
Rentech, Inc. 0.4%
Value ($000) $28,867 Shares 16,495,310 Est. Cost $1.94 Unrealized
Pozen Inc. 0.3%
Value ($000) $28,169 Shares 3,503,586 Est. Cost $5.20 Unrealized
Imation Corp. 0.3%
Value ($000) $27,464 Shares 5,868,476 Est. Cost $4.31 Unrealized
ORBCOMM Inc. 0.3%
Value ($000) $27,457 Shares 4,330,796 Est. Cost $4.76 Unrealized
ZBRA Zebra Technologies Corp. 0.3%
Value ($000) $26,866 Shares 496,788 Est. Cost $50.14 Unrealized 0.0%
Pendrell Corp. 0.3%
Value ($000) $26,159 Shares 13,014,370 Est. Cost $2.25 Unrealized
PCTEL, Inc. 0.3%
Value ($000) $25,168 Shares 2,629,857 Est. Cost $8.71 Unrealized
LFCR Landec Corp. 0.3%
Value ($000) $24,940 Shares 2,057,722 Est. Cost $12.86 Unrealized -7.2%
Orion Energy Systems, Inc. 0.3%
Value ($000) $24,694 Shares 3,631,431 Est. Cost $3.01 Unrealized
GILD Gilead Sciences, Inc. 0.3%
Value ($000) $24,355 Shares 324,302 Est. Cost $46.80 Unrealized +3.4%
AV Homes, Inc. 0.3%
Value ($000) $23,541 Shares 1,295,579 Est. Cost $17.77 Unrealized
Spartan Motors Inc. 0.3%
Value ($000) $23,176 Shares 3,459,149 Est. Cost $6.26 Unrealized
GlaxoSmithKline PLC ADR 0.3%
Value ($000) $22,488 Shares 421,201 Est. Cost $52.33 Unrealized
Rubicon Technology, Inc. 0.2%
Value ($000) $19,327 Shares 1,942,435 Est. Cost $9.53 Unrealized
Harman Intl Industries Inc. 0.2%
Value ($000) $19,294 Shares 235,724 Est. Cost $75.60 Unrealized
RealNetworks, Inc. 0.2%
Value ($000) $18,994 Shares 2,515,722 Est. Cost $8.14 Unrealized
PrivateBancorp, Inc. 0.2%
Value ($000) $18,127 Shares 626,593 Est. Cost $21.23 Unrealized
ARC Document Solutions Inc. 0.2%
Value ($000) $17,405 Shares 2,117,439 Est. Cost $4.00 Unrealized
Gaiam, Inc. 0.2%
Value ($000) $17,316 Shares 2,615,725 Est. Cost $4.72 Unrealized
Broadcom Corp. 0.2%
Value ($000) $16,715 Shares 563,823 Est. Cost $28.91 Unrealized
XO Group Inc. 0.2%
Value ($000) $16,626 Shares 1,118,845 Est. Cost $11.24 Unrealized
Sigma Designs, Inc. 0.2%
Value ($000) $16,472 Shares 3,489,775 Est. Cost $4.95 Unrealized
Furmanite Corp. 0.2%
Value ($000) $15,754 Shares 1,483,470 Est. Cost $7.18 Unrealized
MKC McCormick & Co., Inc. 0.2%
Value ($000) $15,557 Shares 225,725 Est. Cost $28.19 Unrealized -4.2%
Perceptron, Inc. 0.2%
Value ($000) $15,456 Shares 1,114,329 Est. Cost $10.29 Unrealized
HCC Insurance Holdings, Inc. 0.2%
Value ($000) $15,191 Shares 329,240 Est. Cost $43.13 Unrealized
Tiffany & Co. 0.2%
Value ($000) $14,979 Shares 161,447 Est. Cost $73.17 Unrealized
HMN Horace Mann Educators Corp. 0.2%
Value ($000) $14,638 Shares 464,109 Est. Cost $23.52 Unrealized +25.7%
MATW Matthews Intl Corp. 0.2%
Value ($000) $14,386 Shares 337,619 Est. Cost $27.80 Unrealized +11.3%
DGX Quest Diagnostics Inc. 0.2%
Value ($000) $14,352 Shares 268,053 Est. Cost $46.48 Unrealized -0.1%
Royal Dutch Shell plc ADR 0.2%
Value ($000) $13,691 Shares 192,104 Est. Cost $69.91 Unrealized
Edgewater Technology Inc. 0.2%
Value ($000) $13,142 Shares 1,880,180 Est. Cost $4.88 Unrealized
CPIX Cumberland Pharmaceuticals, Inc. 0.2%
Value ($000) $12,973 Shares 2,538,760 Est. Cost $4.95 Unrealized -1.3%
Tumi Holdings Inc. 0.2%
Value ($000) $12,970 Shares 575,168 Est. Cost $21.99 Unrealized
CVU CPI Aerostructures, Inc. 0.2%
Value ($000) $12,945 Shares 860,701 Est. Cost $11.21 Unrealized +20.5%
Telenav Inc. 0.2%
Value ($000) $12,417 Shares 1,884,294 Est. Cost $5.79 Unrealized
ALOT Astro-Med, Inc. 0.2%
Value ($000) $12,364 Shares 916,509 Est. Cost $9.58 Unrealized +17.6%
Bolt Technology Corp. 0.1%
Value ($000) $12,194 Shares 554,021 Est. Cost $18.10 Unrealized
ACTG Acacia Research Corporation 0.1%
Value ($000) $12,006 Shares 825,734 Est. Cost $15.21 Unrealized -4.7%
Bob Evans Farms, Inc. 0.1%
Value ($000) $11,814 Shares 233,523 Est. Cost $47.32 Unrealized
China Mobile Ltd. ADR 0.1%
Value ($000) $11,769 Shares 225,067 Est. Cost $53.78 Unrealized
Ballantyne Strong, Inc. 0.1%
Value ($000) $11,144 Shares 2,406,988 Est. Cost $4.23 Unrealized
Hardinge Inc. 0.1%
Value ($000) $10,801 Shares 746,465 Est. Cost $14.72 Unrealized
Red Lion Hotels Corp. 0.1%
Value ($000) $10,794 Shares 1,784,050 Est. Cost $5.95 Unrealized
MIDD Middleby Corp. 0.1%
Value ($000) $10,429 Shares 43,506 Est. Cost $52.53 Unrealized +40.9%
CRWS Crown Crafts, Inc. 0.1%
Value ($000) $10,228 Shares 1,316,308 Est. Cost $2.60 Unrealized +27.7%
American Electric Technologies, Inc. 0.1%
Value ($000) $10,221 Shares 1,024,133 Est. Cost $7.77 Unrealized
Qumu Corp. 0.1%
Value ($000) $10,161 Shares 793,814 Est. Cost $12.48 Unrealized
Ryanair Holdings plc ADR 0.1%
Value ($000) $10,130 Shares 215,864 Est. Cost $48.76 Unrealized
Stanley Furniture Co. 0.1%
Value ($000) $9,952 Shares 2,591,708 Est. Cost $3.84 Unrealized
LMT Lockheed Martin Corp. 0.1%
Value ($000) $9,342 Shares 62,840 Est. Cost $71.65 Unrealized +35.6%
IBM International Business Machines Corp. 0.1%
Value ($000) $9,263 Shares 49,382 Est. Cost $116.42 Unrealized -8.6%
VT Vanguard Total World Stock Index Fund (ETF) 0.1%
Value ($000) $9,064 Shares 152,597 Est. Cost $58.86 Unrealized
Versar Inc. 0.1%
Value ($000) $8,752 Shares 1,811,914 Est. Cost $4.54 Unrealized
NVDA NVIDIA Corp. 0.1%
Value ($000) $8,507 Shares 531,007 Est. Cost $0.36 Unrealized +1.1%
National Oilwell Varco 0.1%
Value ($000) $8,464 Shares 106,425 Est. Cost $68.90 Unrealized
DIRECTV 0.1%
Value ($000) $8,414 Shares 121,835 Est. Cost $63.52 Unrealized
USB U.S. Bancorp 0.1%
Value ($000) $8,367 Shares 207,094 Est. Cost $25.21 Unrealized +0.7%
Vical Inc. 0.1%
Value ($000) $8,333 Shares 7,062,104 Est. Cost $2.58 Unrealized
Praxair, Inc. 0.1%
Value ($000) $8,283 Shares 63,701 Est. Cost $128.06 Unrealized
Dover Motorsports, Inc. 0.1%
Value ($000) $8,250 Shares 3,286,724 Est. Cost $2.30 Unrealized
NOK Nokia Corp. ADR 0.1%
Value ($000) $8,119 Shares 1,001,092 Est. Cost $7.53 Unrealized
BIDU Baidu, Inc. ADR 0.1%
Value ($000) $7,718 Shares 43,391 Est. Cost $154.12 Unrealized
VEA Vanguard MSCI EAFE ETF 0.1%
Value ($000) $7,628 Shares 183,020 Est. Cost $38.62 Unrealized
PM Philip Morris Intl Inc. 0.1%
Value ($000) $7,578 Shares 86,972 Est. Cost $47.77 Unrealized +0.1%
TGT Target Corp. 0.1%
Value ($000) $7,410 Shares 117,110 Est. Cost $47.54 Unrealized -6.2%
CVS CVS Caremark Corp. 0.1%
Value ($000) $7,044 Shares 98,420 Est. Cost $44.31 Unrealized +4.5%
XOM Exxon Mobil Corp. 0.1%
Value ($000) $6,851 Shares 67,695 Est. Cost $53.69 Unrealized +4.2%
WMT Wal-Mart Stores, Inc. 0.1%
Value ($000) $6,679 Shares 84,882 Est. Cost $20.24 Unrealized +0.5%
Oplink Communications, Inc. 0.1%
Value ($000) $6,465 Shares 347,597 Est. Cost $18.60 Unrealized
Ruckus Wireless, Inc. 0.1%
Value ($000) $6,251 Shares 440,202 Est. Cost $14.60 Unrealized
Chesapeake Energy Corp. 0.1%
Value ($000) $5,865 Shares 216,085 Est. Cost $20.38 Unrealized
MOS Mosaic Co. 0.1%
Value ($000) $5,201 Shares 110,025 Est. Cost $36.35 Unrealized -0.0%
JPM JPMorgan Chase & Co. 0.1%
Value ($000) $4,982 Shares 85,196 Est. Cost $36.24 Unrealized +9.4%
GS Goldman Sachs Group, Inc. 0.1%
Value ($000) $4,845 Shares 27,335 Est. Cost $120.06 Unrealized +8.8%
MS Morgan Stanley 0.1%
Value ($000) $4,826 Shares 153,880 Est. Cost $17.33 Unrealized +25.8%
GPN Global Payments Inc. 0.1%
Value ($000) $4,657 Shares 71,661 Est. Cost $27.59 Unrealized +4.2%
ORCL Oracle Corp. 0.1%
Value ($000) $4,603 Shares 120,315 Est. Cost $28.79 Unrealized 0.0%
Apache Corp. 0.1%
Value ($000) $4,359 Shares 50,725 Est. Cost $85.29 Unrealized
BAX Baxter Intl Inc. 0.1%
Value ($000) $4,260 Shares 61,251 Est. Cost $30.19 Unrealized -3.2%
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $3,956 Shares 113,230 Est. Cost $21.22 Unrealized +14.5%
PNC The PNC Financial Service Group, Inc. 0.0%
Value ($000) $3,612 Shares 46,557 Est. Cost $51.79 Unrealized +0.2%
TIBCO Software Inc. 0.0%
Value ($000) $3,524 Shares 156,741 Est. Cost $22.63 Unrealized
BRK/B Berkshire Hathaway Inc. 0.0%
Value ($000) $3,492 Shares 29,456 Est. Cost $115.58 Unrealized +0.0%
QLogic Corp. 0.0%
Value ($000) $3,467 Shares 293,101 Est. Cost $11.40 Unrealized
AWRE Aware, Inc. 0.0%
Value ($000) $3,352 Shares 548,584 Est. Cost $4.13 Unrealized 0.0%
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $3,318 Shares 34,888 Est. Cost $62.87 Unrealized +0.8%
EMC Corp. 0.0%
Value ($000) $3,240 Shares 128,836 Est. Cost $25.20 Unrealized
ALV Autoliv Inc. 0.0%
Value ($000) $3,023 Shares 32,932 Est. Cost $48.52 Unrealized +1.9%
MB Financial, Inc. 0.0%
Value ($000) $2,916 Shares 90,950 Est. Cost $29.78 Unrealized
EBS Emergent Biosolutions Inc. 0.0%
Value ($000) $2,820 Shares 122,650 Est. Cost $18.64 Unrealized +11.9%
VPL Vanguard MSCI Pacific ETF 0.0%
Value ($000) $2,798 Shares 45,642 Est. Cost $60.71 Unrealized
Tessera Technologies, Inc. 0.0%
Value ($000) $2,176 Shares 110,400 Est. Cost $19.72 Unrealized
VGK Vanguard MSCI Europe ETF 0.0%
Value ($000) $2,168 Shares 36,872 Est. Cost $50.25 Unrealized
GIFI Gulf Island Fabrication, Inc. 0.0%
Value ($000) $2,134 Shares 91,900 Est. Cost $21.93 Unrealized +5.6%
BTI British American Tobacco plc ADR 0.0%
Value ($000) $2,101 Shares 19,558 Est. Cost $107.42 Unrealized
AZTA Brooks Automation, Inc. 0.0%
Value ($000) $2,043 Shares 194,800 Est. Cost $8.29 Unrealized +1.6%
HSBC HSBC Holdings plc ADR 0.0%
Value ($000) $2,017 Shares 36,584 Est. Cost $54.86 Unrealized
FORM FormFactor, Inc. 0.0%
Value ($000) $1,867 Shares 310,675 Est. Cost $5.72 Unrealized 0.0%
Multi-Fineline Electronix, Inc. 0.0%
Value ($000) $1,784 Shares 128,425 Est. Cost $14.56 Unrealized
Superior Industries Intl Inc. 0.0%
Value ($000) $1,670 Shares 80,950 Est. Cost $19.35 Unrealized
Telefonica Brasil SA ADR 0.0%
Value ($000) $1,604 Shares 83,438 Est. Cost $19.75 Unrealized
SLB Schlumberger Ltd. 0.0%
Value ($000) $1,373 Shares 15,239 Est. Cost $57.98 Unrealized +12.2%
CSWC Capital Southwest Corp. 0.0%
Value ($000) $1,317 Shares 37,775 Est. Cost $4.28 Unrealized 0.0%
CALY Callaway Golf Co. 0.0%
Value ($000) $1,313 Shares 155,700 Est. Cost $6.55 Unrealized +18.5%
Mindray Medical Intl Ltd. 0.0%
Value ($000) $1,203 Shares 33,088 Est. Cost $36.36 Unrealized
ACN Accenture plc 0.0%
Value ($000) $1,202 Shares 14,616 Est. Cost $61.54 Unrealized 0.0%
TKC Turkcell Iletisim Hizmetleri AS ADR 0.0%
Value ($000) $1,118 Shares 83,735 Est. Cost $13.54 Unrealized
EXPD Expeditors Intl of Washington 0.0%
Value ($000) $863 Shares 19,510 Est. Cost $36.72 Unrealized +1.4%
iShares MSCI United Kingdom Index ETF 0.0%
Value ($000) $806 Shares 38,582 Est. Cost $20.89 Unrealized
TM Toyota Motor Corp. ADR 0.0%
Value ($000) $695 Shares 5,698 Est. Cost $123.08 Unrealized
CAJPY Canon Inc. ADR 0.0%
Value ($000) $501 Shares 15,656 Est. Cost $32.00 Unrealized
MTB M&T Bank Corp. 0.0%
Value ($000) $495 Shares 4,254 Est. Cost $81.40 Unrealized 0.0%
BT Group plc ADR 0.0%
Value ($000) $451 Shares 7,149 Est. Cost $57.07 Unrealized
IWC iShares Russell Microcap Index (ETF) 0.0%
Value ($000) $300 Shares 4,000 Est. Cost $69.88 Unrealized