HERITAGE INVESTORS MANAGEMENT CORP Diversified Active

CIK: 0000937589 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 15, 2016

Total Value ($000): $1,264,890 (100.0% shares, 0.0% debt)

Holdings (182)

AAPL APPLE INC 2.9%
Value ($000) $36,650 Shares 348,186 Est. Cost $18.13 Unrealized +41.9%
MSFT MICROSOFT CORP 2.4%
Value ($000) $30,565 Shares 550,927 Est. Cost $27.16 Unrealized +69.1%
MDY SPDR S&P MIDCAP 400 ETF TR 2.0%
Value ($000) $25,555 Shares 100,596 Est. Cost $210.10 Unrealized
INTC INTEL CORP 1.9%
Value ($000) $24,146 Shares 700,897 Est. Cost $17.43 Unrealized +52.8%
MA MASTERCARD INC 1.9%
Value ($000) $24,124 Shares 247,783 Est. Cost $70.61 Unrealized +30.6%
HD HOME DEPOT INC 1.7%
Value ($000) $22,000 Shares 166,352 Est. Cost $56.12 Unrealized +78.2%
MAR MARRIOTT INTL INC NEW 1.7%
Value ($000) $21,986 Shares 327,950 Est. Cost $37.65 Unrealized +74.3%
DIS DISNEY WALT CO 1.7%
Value ($000) $21,924 Shares 208,643 Est. Cost $56.87 Unrealized +79.7%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $20,740 Shares 266,070 Est. Cost $53.58 Unrealized -4.1%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $20,529 Shares 755,983 Est. Cost $15.24 Unrealized +32.3%
GENERAL ELECTRIC CO 1.6%
Value ($000) $20,143 Shares 646,651 Est. Cost $23.25 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $20,079 Shares 304,084 Est. Cost $36.70 Unrealized +35.4%
VB VANGUARD INDEX FUNDS 1.6%
Value ($000) $19,918 Shares 180,025 Est. Cost $93.98 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $19,431 Shares 189,164 Est. Cost $61.17 Unrealized +24.1%
IBM INTERNATIONAL BUSINESS MACHS 1.5%
Value ($000) $19,093 Shares 138,737 Est. Cost $115.59 Unrealized -24.3%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $19,048 Shares 273,873 Est. Cost $61.03 Unrealized +3.0%
AMGN AMGEN INC 1.5%
Value ($000) $18,886 Shares 116,344 Est. Cost $75.65 Unrealized +54.0%
MCD MCDONALDS CORP 1.5%
Value ($000) $18,776 Shares 158,929 Est. Cost $71.63 Unrealized +21.8%
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $18,209 Shares 261,059 Est. Cost $53.70 Unrealized +4.5%
EFA ISHARES 1.4%
Value ($000) $17,920 Shares 305,177 Est. Cost $57.93 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $17,797 Shares 178,108 Est. Cost $56.01 Unrealized +31.2%
TROW PRICE T ROWE GROUP INC 1.4%
Value ($000) $17,530 Shares 245,204 Est. Cost $48.57 Unrealized +4.8%
GOOG ALPHABET INC 1.4%
Value ($000) $17,479 Shares 23,033 Est. Cost $35.61 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $17,358 Shares 180,682 Est. Cost $94.32 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $17,356 Shares 22,308 Est. Cost $36.73 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $17,190 Shares 371,919 Est. Cost $27.02 Unrealized -0.3%
T AT&T INC 1.3%
Value ($000) $16,916 Shares 491,609 Est. Cost $11.41 Unrealized +9.0%
E M C CORP 1.3%
Value ($000) $16,656 Shares 648,601 Est. Cost $23.86 Unrealized
NKE NIKE INC 1.3%
Value ($000) $15,814 Shares 253,022 Est. Cost $40.80 Unrealized +38.9%
MO ALTRIA GROUP INC 1.2%
Value ($000) $15,228 Shares 261,602 Est. Cost $16.28 Unrealized +81.0%
KO COCA COLA CO 1.2%
Value ($000) $15,041 Shares 350,107 Est. Cost $27.85 Unrealized +10.8%
YUM YUM! BRANDS INC 1.2%
Value ($000) $14,952 Shares 204,682 Est. Cost $39.53 Unrealized +9.5%
BA BOEING CO 1.2%
Value ($000) $14,812 Shares 102,444 Est. Cost $82.89 Unrealized +55.5%
WMT WAL-MART STORES INC 1.2%
Value ($000) $14,661 Shares 239,165 Est. Cost $19.95 Unrealized -16.6%
STZ CONSTELLATION BRANDS INC 1.1%
Value ($000) $14,513 Shares 101,888 Est. Cost $43.15 Unrealized +175.0%
CAT CATERPILLAR INC 1.1%
Value ($000) $14,506 Shares 213,456 Est. Cost $61.93 Unrealized -11.9%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $14,368 Shares 180,929 Est. Cost $55.46 Unrealized +4.5%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $14,341 Shares 163,132 Est. Cost $49.24 Unrealized +6.2%
PFE PFIZER INC 1.1%
Value ($000) $13,753 Shares 426,057 Est. Cost $16.61 Unrealized +22.7%
ZTS ZOETIS INC 1.0%
Value ($000) $13,277 Shares 277,069 Est. Cost $28.77 Unrealized +45.1%
PCAR PACCAR INC 1.0%
Value ($000) $12,909 Shares 272,347 Est. Cost $21.89 Unrealized +5.0%
MRK MERCK & CO INC 1.0%
Value ($000) $12,738 Shares 241,152 Est. Cost $30.10 Unrealized +22.1%
WFC WELLS FARGO & CO 1.0%
Value ($000) $12,734 Shares 234,257 Est. Cost $28.63 Unrealized +42.7%
CVX CHEVRON CORP 1.0%
Value ($000) $12,726 Shares 141,468 Est. Cost $70.30 Unrealized -16.9%
DU PONT E I DE NEMOURS & CO 0.9%
Value ($000) $11,957 Shares 179,532 Est. Cost $52.40 Unrealized
MONSANTO CO 0.9%
Value ($000) $11,784 Shares 119,610 Est. Cost $99.21 Unrealized
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $11,543 Shares 64,048 Est. Cost $121.11 Unrealized +24.8%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $11,520 Shares 135,980 Est. Cost $45.41 Unrealized +52.2%
APACHE CORP 0.9%
Value ($000) $11,198 Shares 251,820 Est. Cost $69.29 Unrealized
C CITIGROUP INC 0.9%
Value ($000) $11,170 Shares 215,841 Est. Cost $36.13 Unrealized +9.7%
FLR FLUOR CORP 0.9%
Value ($000) $11,066 Shares 234,341 Est. Cost $53.34 Unrealized -19.8%
ZBH ZIMMER BIOMET HLDGS INC 0.9%
Value ($000) $11,064 Shares 107,851 Est. Cost $69.47 Unrealized +29.6%
BAC BANK OF AMERICA CORP 0.9%
Value ($000) $10,969 Shares 651,729 Est. Cost $10.29 Unrealized +31.7%
MCK MCKESSON CORP 0.9%
Value ($000) $10,919 Shares 55,362 Est. Cost $107.39 Unrealized +62.5%
MLM MARTIN MARIETTA MATLS INC 0.9%
Value ($000) $10,889 Shares 79,724 Est. Cost $93.21 Unrealized +50.6%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $10,851 Shares 112,756 Est. Cost $56.64 Unrealized +24.7%
ADM ARCHER DANIELS MIDLAND CO 0.8%
Value ($000) $10,630 Shares 289,813 Est. Cost $23.48 Unrealized +26.1%
MMM 3M CO 0.8%
Value ($000) $9,684 Shares 64,283 Est. Cost $61.26 Unrealized +50.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.7%
Value ($000) $9,395 Shares 143,135 Est. Cost $39.17 Unrealized
SYF SYNCHRONY FINANCIAL 0.7%
Value ($000) $9,149 Shares 300,865 Est. Cost $25.00 Unrealized 0.0%
CSX CSX CORP 0.7%
Value ($000) $8,843 Shares 340,762 Est. Cost $6.72 Unrealized +16.1%
VEU VANGUARD INTL EQUITY INDEX FD 0.7%
Value ($000) $8,809 Shares 202,915 Est. Cost $45.04 Unrealized
APD AIR PRODS & CHEMS INC 0.7%
Value ($000) $8,637 Shares 66,382 Est. Cost $61.55 Unrealized +59.2%
FDX FEDEX CORP 0.7%
Value ($000) $8,386 Shares 56,289 Est. Cost $85.91 Unrealized +54.0%
L BRANDS INC 0.7%
Value ($000) $8,342 Shares 87,063 Est. Cost $51.65 Unrealized
ALCOA INC 0.7%
Value ($000) $8,254 Shares 836,231 Est. Cost $7.94 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $7,815 Shares 167,384 Est. Cost $40.55 Unrealized -5.4%
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $7,397 Shares 71,423 Est. Cost $53.13 Unrealized +39.8%
EXPRESS SCRIPTS HLDG CO 0.6%
Value ($000) $7,341 Shares 83,979 Est. Cost $65.59 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $7,290 Shares 105,978 Est. Cost $29.15 Unrealized +60.2%
PSX PHILLIPS 66 0.6%
Value ($000) $7,285 Shares 89,056 Est. Cost $40.64 Unrealized +45.4%
MS MORGAN STANLEY 0.6%
Value ($000) $7,214 Shares 226,793 Est. Cost $17.72 Unrealized +41.1%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $7,183 Shares 84,920 Est. Cost $58.15 Unrealized +18.9%
COF CAPITAL ONE FINANCIAL CORP 0.6%
Value ($000) $7,113 Shares 98,545 Est. Cost $47.36 Unrealized +34.7%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $6,741 Shares 31,044 Est. Cost $72.48 Unrealized +128.2%
TM TOYOTA MOTOR CORP 0.5%
Value ($000) $6,739 Shares 54,771 Est. Cost $120.22 Unrealized
BLACKROCK INC 0.5%
Value ($000) $6,321 Shares 18,562 Est. Cost $313.52 Unrealized
MDT MEDTRONIC PLC 0.5%
Value ($000) $5,736 Shares 74,568 Est. Cost $58.01 Unrealized +0.9%
ABBV ABBVIE INC 0.4%
Value ($000) $5,690 Shares 96,046 Est. Cost $32.45 Unrealized +17.0%
HSY HERSHEY CO 0.4%
Value ($000) $5,552 Shares 62,198 Est. Cost $70.89 Unrealized -0.7%
HOG HARLEY DAVIDSON INC 0.4%
Value ($000) $5,372 Shares 118,349 Est. Cost $55.32 Unrealized -11.0%
F FORD MOTOR CO 0.4%
Value ($000) $4,830 Shares 342,822 Est. Cost $7.75 Unrealized +7.6%
CMCSA COMCAST CORP 0.4%
Value ($000) $4,580 Shares 81,163 Est. Cost $16.96 Unrealized +40.1%
PRAXAIR INC 0.3%
Value ($000) $4,384 Shares 42,810 Est. Cost $115.35 Unrealized
HMC HONDA MOTOR CO LTD 0.3%
Value ($000) $4,112 Shares 128,786 Est. Cost $36.42 Unrealized
SLM SLM CORP 0.3%
Value ($000) $3,896 Shares 597,622 Est. Cost $8.44 Unrealized -19.6%
HPE HEWLETT PACKARD ENTERPRISE CO 0.3%
Value ($000) $3,855 Shares 253,619 Est. Cost $6.50 Unrealized 0.0%
DOW CHEMICAL CO 0.3%
Value ($000) $3,770 Shares 73,226 Est. Cost $33.34 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $3,715 Shares 74,314 Est. Cost $45.92 Unrealized -12.9%
TGT TARGET CORP 0.3%
Value ($000) $3,708 Shares 51,070 Est. Cost $47.53 Unrealized +16.3%
LLY LILLY ELI & CO 0.3%
Value ($000) $3,612 Shares 42,869 Est. Cost $42.26 Unrealized +65.0%
VWO VANGUARD INTL EQUITY INDEX FD 0.3%
Value ($000) $3,555 Shares 108,675 Est. Cost $40.01 Unrealized
IWM ISHARES 0.3%
Value ($000) $3,521 Shares 31,264 Est. Cost $97.94 Unrealized
VO VANGUARD INDEX FUNDS 0.3%
Value ($000) $3,335 Shares 27,770 Est. Cost $97.13 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $3,284 Shares 42,000 Est. Cost $69.29 Unrealized -1.4%
BRK/B BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $3,258 Shares 24,675 Est. Cost $110.39 Unrealized +21.6%
BF/B BROWN FORMAN CORP 0.3%
Value ($000) $3,221 Shares 32,446 Est. Cost $23.15 Unrealized +50.4%
TIME WARNER INC 0.2%
Value ($000) $3,113 Shares 48,137 Est. Cost $61.61 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $3,074 Shares 67,136 Est. Cost $63.74 Unrealized
BAXALTA INC 0.2%
Value ($000) $2,947 Shares 75,512 Est. Cost $31.52 Unrealized
HPQ HP INC. 0.2%
Value ($000) $2,932 Shares 247,652 Est. Cost $9.12 Unrealized 0.0%
GAP GAP INC 0.2%
Value ($000) $2,902 Shares 117,485 Est. Cost $26.30 Unrealized -29.3%
MEAD JOHNSON NUTRITION CO 0.2%
Value ($000) $2,876 Shares 36,430 Est. Cost $80.79 Unrealized
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $2,652 Shares 69,527 Est. Cost $30.62 Unrealized +1.4%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,581 Shares 36,151 Est. Cost $42.15 Unrealized +10.0%
NAVI NAVIENT CORP 0.2%
Value ($000) $2,518 Shares 219,884 Est. Cost $16.58 Unrealized -26.1%
EEM ISHARES 0.2%
Value ($000) $2,362 Shares 73,364 Est. Cost $34.64 Unrealized
EGBN EAGLE BANCORP INC 0.2%
Value ($000) $2,226 Shares 44,108 Est. Cost $24.77 Unrealized +58.1%
RAYTHEON CO 0.2%
Value ($000) $2,136 Shares 17,153 Est. Cost $66.12 Unrealized
GM GENERAL MOTORS CO 0.1%
Value ($000) $1,714 Shares 50,391 Est. Cost $23.64 Unrealized +17.2%
DHR DANAHER CORP 0.1%
Value ($000) $1,624 Shares 17,486 Est. Cost $25.78 Unrealized +48.3%
V VISA INC 0.1%
Value ($000) $1,352 Shares 17,436 Est. Cost $58.39 Unrealized +23.6%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1,288 Shares 28,680 Est. Cost $29.74 Unrealized +22.9%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $1,193 Shares 64,696 Est. Cost $8.66 Unrealized +106.9%
ACN ACCENTURE PLC 0.1%
Value ($000) $1,188 Shares 11,373 Est. Cost $63.98 Unrealized +40.6%
GHC GRAHAM HOLDINGS CO 0.1%
Value ($000) $1,170 Shares 2,412 Est. Cost $340.34 Unrealized +44.4%
AMZN AMAZON.COM INC 0.1%
Value ($000) $1,130 Shares 1,672 Est. Cost $16.19 Unrealized +94.7%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $1,129 Shares 21,049 Est. Cost $48.74 Unrealized
CABO CABLE ONE INC 0.1%
Value ($000) $1,023 Shares 2,359 Est. Cost $366.69 Unrealized +6.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,009 Shares 4,950 Est. Cost $188.57 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $991 Shares 20,874 Est. Cost $40.76 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $976 Shares 5,610 Est. Cost $167.12 Unrealized
CC CHEMOURS CO 0.1%
Value ($000) $968 Shares 180,575 Est. Cost $7.20 Unrealized -36.0%
IWR ISHARES 0.1%
Value ($000) $965 Shares 6,025 Est. Cost $129.92 Unrealized
STT STATE STREET CORP 0.1%
Value ($000) $918 Shares 13,840 Est. Cost $44.83 Unrealized +15.7%
BP BP PLC 0.1%
Value ($000) $907 Shares 29,015 Est. Cost $41.39 Unrealized
WU WESTERN UNION CO 0.1%
Value ($000) $902 Shares 50,368 Est. Cost $17.19 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $857 Shares 6,735 Est. Cost $64.57 Unrealized +31.6%
L-3 COMMUNICATIONS HLDGS INC 0.1%
Value ($000) $849 Shares 7,105 Est. Cost $85.79 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $831 Shares 17,765 Est. Cost $26.79 Unrealized +10.6%
OLN OLIN CORP 0.1%
Value ($000) $829 Shares 48,046 Est. Cost $14.30 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $755 Shares 20,668 Est. Cost $36.84 Unrealized -10.9%
M MACYS INC 0.1%
Value ($000) $733 Shares 20,953 Est. Cost $50.25 Unrealized -13.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $703 Shares 5,973 Est. Cost $99.87 Unrealized -0.6%
LQD ISHARES 0.1%
Value ($000) $695 Shares 6,100 Est. Cost $117.21 Unrealized
VTI VANGUARD INDEX FUNDS 0.1%
Value ($000) $660 Shares 6,332 Est. Cost $107.02 Unrealized
KATE SPADE & CO 0.1%
Value ($000) $652 Shares 36,694 Est. Cost $36.19 Unrealized
CAG CONAGRA FOODS INC 0.1%
Value ($000) $635 Shares 15,050 Est. Cost $17.79 Unrealized +26.1%
TGNA TEGNA INC 0.0%
Value ($000) $568 Shares 22,248 Est. Cost $18.79 Unrealized -10.0%
IEMG ISHARES INC 0.0%
Value ($000) $563 Shares 14,285 Est. Cost $39.41 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $559 Shares 1,165 Est. Cost $12.23 Unrealized 0.0%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $558 Shares 12,370 Est. Cost $50.36 Unrealized
WGL HOLDINGS INC 0.0%
Value ($000) $544 Shares 8,631 Est. Cost $63.03 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $513 Shares 5,378 Est. Cost $64.27 Unrealized +4.6%
SUNTRUST BANKS INC 0.0%
Value ($000) $500 Shares 11,679 Est. Cost $41.08 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $465 Shares 6,872 Est. Cost $38.97 Unrealized +14.4%
FEDERAL REALTY INV TRUST 0.0%
Value ($000) $414 Shares 2,832 Est. Cost $103.66 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $413 Shares 8,500 Est. Cost $49.30 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $407 Shares 30,301 Est. Cost $8.72 Unrealized +39.5%
VV VANGUARD INDEX FUNDS 0.0%
Value ($000) $382 Shares 4,086 Est. Cost $73.77 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $355 Shares 3,495 Est. Cost $119.11 Unrealized
IEFA ISHARES INC 0.0%
Value ($000) $352 Shares 6,480 Est. Cost $54.32 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $328 Shares 6,312 Est. Cost $47.23 Unrealized -8.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $317 Shares 4,940 Est. Cost $37.50 Unrealized +18.9%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $317 Shares 4,693 Est. Cost $50.29 Unrealized +0.1%
GANNETT INC 0.0%
Value ($000) $314 Shares 19,275 Est. Cost $14.29 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $302 Shares 2,882 Est. Cost $81.78 Unrealized +24.7%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $300 Shares 7,272 Est. Cost $29.82 Unrealized +8.9%
HCA HCA HOLDINGS INC 0.0%
Value ($000) $295 Shares 4,355 Est. Cost $77.27 Unrealized -16.1%
FSP FRANKLIN STREET PPTYS CORP 0.0%
Value ($000) $291 Shares 28,139 Est. Cost $13.18 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $279 Shares 4,131 Est. Cost $55.77 Unrealized -4.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $253 Shares 2,241 Est. Cost $83.81 Unrealized +6.1%
BND VANGUARD BOND INDEX FUND 0.0%
Value ($000) $250 Shares 3,100 Est. Cost $80.77 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $238 Shares 1,474 Est. Cost $120.91 Unrealized +9.9%
IJR ISHARES 0.0%
Value ($000) $236 Shares 2,140 Est. Cost $110.28 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $227 Shares 3,122 Est. Cost $47.82 Unrealized -1.6%
GUGGENHEIM S&P 500 EQUAL 0.0%
Value ($000) $227 Shares 2,961 Est. Cost $76.66 Unrealized
POWERSHARES QQQ TRUST 0.0%
Value ($000) $226 Shares 2,019 Est. Cost $94.10 Unrealized
BB&T CORP 0.0%
Value ($000) $226 Shares 5,971 Est. Cost $39.00 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $225 Shares 4,699 Est. Cost $36.51 Unrealized 0.0%
L LOEWS CORP 0.0%
Value ($000) $222 Shares 5,788 Est. Cost $41.83 Unrealized -15.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $211 Shares 3,403 Est. Cost $49.75 Unrealized 0.0%
PEPCO HOLDINGS INC 0.0%
Value ($000) $209 Shares 8,050 Est. Cost $25.96 Unrealized
IVV ISHARES 0.0%
Value ($000) $206 Shares 1,005 Est. Cost $204.98 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $204 Shares 2,396 Est. Cost $84.54 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $183 Shares 11,900 Est. Cost $10.74 Unrealized +2.7%
LIBERTY GLOBAL PLC 0.0%
Value ($000) $148 Shares 3,624 Est. Cost $40.84 Unrealized
CINCINNATI BELL INC 0.0%
Value ($000) $127 Shares 35,200 Est. Cost $3.52 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.0%
Value ($000) $54 Shares 1,277 Est. Cost $50.12 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $70.10 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $8 Shares 180 Est. Cost $44.44 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.48 Unrealized