BALDWIN BROTHERS LLC/MA Diversified Active

CIK: 0001021258 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 12, 2014

Total Value ($000): $622,738 (100.0% shares, 0.0% debt)

Holdings (242)

Google Inc 3.5%
Value ($000) $21,642 Shares 19,311 Est. Cost $887.51 Unrealized
AAPL Apple Inc. 2.9%
Value ($000) $18,078 Shares 32,223 Est. Cost $13.24 Unrealized +23.7%
EPD Enterprise Products Partners 2.4%
Value ($000) $15,022 Shares 226,575 Est. Cost $62.15 Unrealized
Magellan Midstream Partners L. 2.1%
Value ($000) $13,302 Shares 210,246 Est. Cost $54.50 Unrealized
DIRECTV 2.1%
Value ($000) $12,936 Shares 187,317 Est. Cost $61.91 Unrealized
URI United Rentals Inc. 2.1%
Value ($000) $12,845 Shares 164,791 Est. Cost $61.69 Unrealized +5.2%
EBAY eBay Inc. 2.0%
Value ($000) $12,698 Shares 231,441 Est. Cost $20.01 Unrealized -1.5%
Gannett Co. Inc. 2.0%
Value ($000) $12,618 Shares 426,563 Est. Cost $24.49 Unrealized
General Electric Company 1.9%
Value ($000) $11,796 Shares 420,848 Est. Cost $23.42 Unrealized
CSX CSX Corporation 1.9%
Value ($000) $11,659 Shares 405,237 Est. Cost $6.90 Unrealized +6.8%
FRCB First Republic Bank 1.8%
Value ($000) $11,258 Shares 215,053 Est. Cost $37.32 Unrealized +24.7%
DXJ WisdomTree Japan Hedged Equity 1.8%
Value ($000) $11,184 Shares 219,977 Est. Cost $45.61 Unrealized
GLD SPDR Gold Trust 1.7%
Value ($000) $10,681 Shares 91,984 Est. Cost $119.11 Unrealized
AMGN Amgen Inc. 1.5%
Value ($000) $9,638 Shares 84,482 Est. Cost $73.70 Unrealized +10.1%
PAA Plains All American Pipeline L 1.5%
Value ($000) $9,624 Shares 185,891 Est. Cost $55.73 Unrealized
NVS Novartis AG 1.5%
Value ($000) $9,463 Shares 117,726 Est. Cost $70.71 Unrealized
PEP PepsiCo, Inc. 1.5%
Value ($000) $9,355 Shares 112,790 Est. Cost $56.00 Unrealized +3.1%
Tenneco Inc. 1.5%
Value ($000) $9,278 Shares 164,017 Est. Cost $51.25 Unrealized
BRK/B Berkshire Hathaway B New Class 1.5%
Value ($000) $9,175 Shares 77,391 Est. Cost $110.02 Unrealized +5.1%
Seadrill Limited 1.5%
Value ($000) $9,174 Shares 223,316 Est. Cost $40.74 Unrealized
Kinder Morgan Energy Partners, 1.5%
Value ($000) $9,100 Shares 112,815 Est. Cost $85.34 Unrealized
MAR Marriott International Inc 1.5%
Value ($000) $9,088 Shares 184,153 Est. Cost $36.82 Unrealized +9.5%
WFC Wells Fargo & Co 1.4%
Value ($000) $8,482 Shares 186,832 Est. Cost $27.70 Unrealized +11.1%
Telenor ASA 1.3%
Value ($000) $8,401 Shares 352,533 Est. Cost $19.72 Unrealized
MSI Motorola Solutions, Inc. 1.3%
Value ($000) $8,337 Shares 123,512 Est. Cost $52.10 Unrealized 0.0%
JPM JPMorgan Chase & Co 1.3%
Value ($000) $8,335 Shares 142,526 Est. Cost $37.35 Unrealized +6.1%
Twenty-First Cent Fox Inc Cl A 1.3%
Value ($000) $8,187 Shares 232,788 Est. Cost $33.61 Unrealized
CHKP Check Point Software 1.3%
Value ($000) $8,091 Shares 125,449 Est. Cost $48.54 Unrealized +23.9%
BAC Bank of America Corp 1.2%
Value ($000) $7,690 Shares 493,883 Est. Cost $10.43 Unrealized +12.0%
ABBNY ABB Ltd 1.2%
Value ($000) $7,682 Shares 289,218 Est. Cost $21.66 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $7,448 Shares 81,323 Est. Cost $60.64 Unrealized +8.4%
XOM Exxon Mobil Corporation 1.1%
Value ($000) $7,102 Shares 70,181 Est. Cost $53.89 Unrealized +3.8%
Home Loan Servicing Solutions 1.1%
Value ($000) $7,026 Shares 305,882 Est. Cost $23.97 Unrealized
HAIN Hain Celestial Group Inc. 1.1%
Value ($000) $6,736 Shares 74,202 Est. Cost $32.22 Unrealized +28.4%
BUD Anheuser-Busch Inbev SA ADR 1.0%
Value ($000) $6,489 Shares 60,950 Est. Cost $90.26 Unrealized
AIG American Intl Group, Inc. 0.9%
Value ($000) $5,908 Shares 115,722 Est. Cost $37.35 Unrealized +1.4%
OXY Occidental Petroleum Corp 0.9%
Value ($000) $5,758 Shares 60,543 Est. Cost $59.01 Unrealized +7.4%
MRK Merck & Co. Inc. 0.9%
Value ($000) $5,495 Shares 109,790 Est. Cost $30.22 Unrealized +3.5%
DHR Danaher Corporation 0.9%
Value ($000) $5,493 Shares 71,154 Est. Cost $25.01 Unrealized +18.8%
Airgas Inc. 0.9%
Value ($000) $5,332 Shares 47,676 Est. Cost $95.44 Unrealized
Vodafone Group PLC ADS 0.8%
Value ($000) $5,135 Shares 130,637 Est. Cost $29.02 Unrealized
ABBV AbbVie Inc. 0.8%
Value ($000) $5,050 Shares 95,631 Est. Cost $26.55 Unrealized +14.5%
Energy Transfer Partners L P 0.8%
Value ($000) $5,039 Shares 88,022 Est. Cost $50.54 Unrealized
GLNG Golar LNG Ltd 0.8%
Value ($000) $4,674 Shares 128,799 Est. Cost $26.09 Unrealized +9.1%
Cohen & Steers Ltd Dur Pfd Fd 0.7%
Value ($000) $4,482 Shares 198,136 Est. Cost $25.00 Unrealized
Jarden Corporation 0.7%
Value ($000) $4,397 Shares 71,664 Est. Cost $49.25 Unrealized
Oneok Partners 0.7%
Value ($000) $4,342 Shares 82,476 Est. Cost $49.51 Unrealized
SodaStream Int'l Ltd. 0.7%
Value ($000) $4,209 Shares 84,791 Est. Cost $50.68 Unrealized
MA Mastercard Inc. 0.6%
Value ($000) $3,789 Shares 4,535 Est. Cost $52.55 Unrealized +31.4%
Textura 0.6%
Value ($000) $3,782 Shares 126,310 Est. Cost $29.94 Unrealized
SLB Schlumberger Ltd. 0.6%
Value ($000) $3,599 Shares 39,937 Est. Cost $52.90 Unrealized +23.0%
Maxim Integrated Products 0.6%
Value ($000) $3,583 Shares 128,416 Est. Cost $27.78 Unrealized
EOG EOG Resources Inc 0.5%
Value ($000) $3,209 Shares 19,119 Est. Cost $46.86 Unrealized +33.0%
CL Colgate-Palmolive Co 0.5%
Value ($000) $3,137 Shares 48,104 Est. Cost $46.61 Unrealized +3.8%
Tortoise Energy Infrastructure 0.5%
Value ($000) $3,134 Shares 65,750 Est. Cost $46.49 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $2,892 Shares 75,451 Est. Cost $28.85 Unrealized +1.3%
Golar LNG LP 0.5%
Value ($000) $2,873 Shares 94,978 Est. Cost $33.85 Unrealized
C Citigroup Inc. 0.5%
Value ($000) $2,836 Shares 54,426 Est. Cost $35.76 Unrealized +5.3%
Hess Corporation 0.5%
Value ($000) $2,830 Shares 34,098 Est. Cost $71.71 Unrealized
Alerian 0.4%
Value ($000) $2,794 Shares 157,041 Est. Cost $17.85 Unrealized
Whole Foods Market Inc. 0.4%
Value ($000) $2,738 Shares 47,354 Est. Cost $51.55 Unrealized
Praxair, Inc. 0.4%
Value ($000) $2,653 Shares 20,405 Est. Cost $115.15 Unrealized
MSFT Microsoft Corporation 0.4%
Value ($000) $2,622 Shares 70,082 Est. Cost $27.01 Unrealized +11.1%
SLV iShares Silver Trust 0.4%
Value ($000) $2,602 Shares 139,091 Est. Cost $18.97 Unrealized
PG Procter & Gamble Co. 0.4%
Value ($000) $2,560 Shares 31,447 Est. Cost $55.00 Unrealized +5.5%
NVZMF Novozymes A/S B 0.4%
Value ($000) $2,488 Shares 58,374 Est. Cost $29.14 Unrealized +13.1%
MTX Minerals Technologies 0.4%
Value ($000) $2,488 Shares 41,424 Est. Cost $39.56 Unrealized +36.0%
ADBE Adobe Systems Inc. 0.4%
Value ($000) $2,483 Shares 41,461 Est. Cost $44.49 Unrealized +24.2%
UNP Union Pacific Corp. 0.4%
Value ($000) $2,263 Shares 13,473 Est. Cost $57.69 Unrealized +5.0%
Global X SuperDividend ETF 0.4%
Value ($000) $2,259 Shares 96,290 Est. Cost $21.41 Unrealized
XYL Xylem Inc. 0.4%
Value ($000) $2,250 Shares 65,027 Est. Cost $24.94 Unrealized +10.6%
Apache Corporation 0.4%
Value ($000) $2,231 Shares 25,956 Est. Cost $85.55 Unrealized
AXP American Express Co. 0.4%
Value ($000) $2,186 Shares 24,091 Est. Cost $59.93 Unrealized +15.6%
AMZN Amazon.com Inc. 0.3%
Value ($000) $2,140 Shares 5,365 Est. Cost $15.36 Unrealized +17.1%
Cerner Corporation 0.3%
Value ($000) $2,115 Shares 37,941 Est. Cost $74.23 Unrealized
HIG Hartford Financial Services 0.3%
Value ($000) $2,059 Shares 56,828 Est. Cost $23.00 Unrealized +16.2%
COST Costco Wholesale Corp 0.3%
Value ($000) $2,011 Shares 16,895 Est. Cost $86.73 Unrealized +9.7%
ORCL Oracle Corporation 0.3%
Value ($000) $1,907 Shares 49,838 Est. Cost $27.73 Unrealized +3.8%
LKQ LKQ Corporation 0.3%
Value ($000) $1,891 Shares 57,474 Est. Cost $23.03 Unrealized +27.2%
Arrow Dow Jones Global Yld ETF 0.3%
Value ($000) $1,805 Shares 68,000 Est. Cost $26.12 Unrealized
BT Group PLC ADS 0.3%
Value ($000) $1,786 Shares 28,283 Est. Cost $47.56 Unrealized
FDX FedEx Corp 0.3%
Value ($000) $1,769 Shares 12,304 Est. Cost $112.11 Unrealized 0.0%
MMM 3M Company 0.3%
Value ($000) $1,752 Shares 12,492 Est. Cost $64.62 Unrealized +12.5%
CHD Church & Dwight Co Inc 0.3%
Value ($000) $1,747 Shares 26,358 Est. Cost $26.21 Unrealized +4.0%
SVTRF Severn Trent plc 0.3%
Value ($000) $1,727 Shares 60,702 Est. Cost $27.93 Unrealized +3.0%
UNH UnitedHealth Group, Inc. 0.3%
Value ($000) $1,699 Shares 22,565 Est. Cost $50.75 Unrealized +16.4%
Time Warner Inc 0.3%
Value ($000) $1,611 Shares 23,112 Est. Cost $58.26 Unrealized
HD Home Depot Inc. 0.3%
Value ($000) $1,597 Shares 19,400 Est. Cost $56.17 Unrealized +4.5%
CVX Chevron Corp 0.3%
Value ($000) $1,583 Shares 12,670 Est. Cost $71.47 Unrealized +1.4%
ROK Rockwell Automation Inc 0.2%
Value ($000) $1,536 Shares 12,999 Est. Cost $76.44 Unrealized +14.3%
Markwest Energy Partners 0.2%
Value ($000) $1,504 Shares 22,742 Est. Cost $66.84 Unrealized
WAB Wabtec Corporation 0.2%
Value ($000) $1,496 Shares 20,142 Est. Cost $49.73 Unrealized +26.8%
CNI Canadian National Railway 0.2%
Value ($000) $1,455 Shares 25,524 Est. Cost $42.34 Unrealized +4.7%
LOW Lowes Companies Inc. 0.2%
Value ($000) $1,420 Shares 28,653 Est. Cost $36.45 Unrealized +7.4%
First Republic Bank Ser A 6.7% 0.2%
Value ($000) $1,405 Shares 59,330 Est. Cost $26.10 Unrealized
El Paso Pipeline Partners, L.P 0.2%
Value ($000) $1,387 Shares 38,531 Est. Cost $43.55 Unrealized
Canadian Pacific Railway 0.2%
Value ($000) $1,366 Shares 9,024 Est. Cost $121.95 Unrealized
SBUX Starbucks Corporation 0.2%
Value ($000) $1,350 Shares 17,221 Est. Cost $25.65 Unrealized +21.7%
Owens-Illinois Inc. 0.2%
Value ($000) $1,346 Shares 37,620 Est. Cost $30.03 Unrealized
HON Honeywell Intl Inc 0.2%
Value ($000) $1,334 Shares 14,595 Est. Cost $53.58 Unrealized +13.5%
Medtronic Inc. 0.2%
Value ($000) $1,329 Shares 23,153 Est. Cost $53.23 Unrealized
HSIC Henry Schein Inc. 0.2%
Value ($000) $1,322 Shares 11,573 Est. Cost $43.75 Unrealized 0.0%
RGA Reinsurance Group of America 0.2%
Value ($000) $1,300 Shares 16,794 Est. Cost $67.49 Unrealized +7.9%
AWK American Water Works 0.2%
Value ($000) $1,297 Shares 30,685 Est. Cost $32.12 Unrealized +1.9%
Cohen & Steers Pfd & Incm Fd 0.2%
Value ($000) $1,289 Shares 52,200 Est. Cost $25.94 Unrealized
Exterran Holdings Inc. 0.2%
Value ($000) $1,287 Shares 37,629 Est. Cost $34.20 Unrealized
SYNA Synaptics Incorporated 0.2%
Value ($000) $1,240 Shares 23,924 Est. Cost $40.06 Unrealized +22.4%
Johnson Controls, Inc. 0.2%
Value ($000) $1,240 Shares 24,175 Est. Cost $48.84 Unrealized
Western Gas Partners LP 0.2%
Value ($000) $1,235 Shares 20,013 Est. Cost $64.89 Unrealized
FITB Fifth Third Bancorp 0.2%
Value ($000) $1,217 Shares 57,857 Est. Cost $12.47 Unrealized +4.8%
TMO Thermo Fisher Scientific, Inc. 0.2%
Value ($000) $1,198 Shares 10,757 Est. Cost $86.84 Unrealized +10.1%
VZ Verizon Communications, Inc. 0.2%
Value ($000) $1,187 Shares 24,151 Est. Cost $27.04 Unrealized -1.6%
EGBN Eagle Bancorp Inc 0.2%
Value ($000) $1,173 Shares 38,291 Est. Cost $16.71 Unrealized +37.9%
TXN Texas Instruments, Inc. 0.2%
Value ($000) $1,132 Shares 25,779 Est. Cost $30.07 Unrealized 0.0%
McGraw Hill Financial Inc 0.2%
Value ($000) $1,121 Shares 14,330 Est. Cost $78.23 Unrealized
ROP Roper Industries Inc. 0.2%
Value ($000) $1,116 Shares 8,045 Est. Cost $113.55 Unrealized +6.4%
UNFI United Natural Foods Inc. 0.2%
Value ($000) $1,112 Shares 14,752 Est. Cost $57.99 Unrealized +21.8%
St. Jude Medical Inc. 0.2%
Value ($000) $1,099 Shares 17,744 Est. Cost $61.94 Unrealized
Brown Shoe Co Inc 0.2%
Value ($000) $1,095 Shares 38,920 Est. Cost $28.13 Unrealized
AFL AFLAC Inc. 0.2%
Value ($000) $1,092 Shares 16,348 Est. Cost $22.28 Unrealized +10.5%
Targa Resources Partners L.P. 0.2%
Value ($000) $1,075 Shares 20,549 Est. Cost $50.69 Unrealized
BWA BorgWarner Inc. 0.2%
Value ($000) $1,071 Shares 19,156 Est. Cost $37.12 Unrealized +4.9%
ITW Illinois Tool Works Inc. 0.2%
Value ($000) $1,067 Shares 12,694 Est. Cost $54.78 Unrealized +8.5%
PFG Principal Financial Group 0.2%
Value ($000) $1,035 Shares 20,984 Est. Cost $26.98 Unrealized +14.3%
DIS Walt Disney Company 0.2%
Value ($000) $1,034 Shares 13,538 Est. Cost $56.12 Unrealized +9.9%
Brocade Communications Sys 0.2%
Value ($000) $1,033 Shares 116,531 Est. Cost $8.05 Unrealized
FSLR First Solar, Inc. 0.2%
Value ($000) $1,030 Shares 18,842 Est. Cost $53.39 Unrealized +2.4%
CVS CVS Caremark Corp. 0.2%
Value ($000) $1,023 Shares 14,288 Est. Cost $42.73 Unrealized +8.4%
NEE NextEra Energy, Inc. 0.2%
Value ($000) $1,005 Shares 11,733 Est. Cost $14.15 Unrealized +8.1%
TMP Tompkins Financial Corp 0.2%
Value ($000) $978 Shares 19,035 Est. Cost $30.38 Unrealized +8.9%
EWBC East West Bancorp, Inc. 0.2%
Value ($000) $967 Shares 27,666 Est. Cost $19.91 Unrealized +29.7%
Xerox Corporation 0.2%
Value ($000) $966 Shares 79,385 Est. Cost $12.17 Unrealized
MIDD Middleby Corporation 0.2%
Value ($000) $954 Shares 3,981 Est. Cost $52.53 Unrealized +40.9%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $946 Shares 5,123 Est. Cost $162.06 Unrealized
TRV The Travelers Companies 0.2%
Value ($000) $939 Shares 10,374 Est. Cost $64.60 Unrealized +3.4%
John Hancock Tax-Adv Div Fund 0.1%
Value ($000) $928 Shares 50,949 Est. Cost $18.82 Unrealized
IBM IBM Corp 0.1%
Value ($000) $927 Shares 4,940 Est. Cost $118.94 Unrealized -10.5%
AB Alliance Bernstein Holding LP 0.1%
Value ($000) $925 Shares 43,340 Est. Cost $20.81 Unrealized
Hanesbrands, Inc. 0.1%
Value ($000) $922 Shares 13,120 Est. Cost $70.27 Unrealized
Enbridge Energy Partners LP 0.1%
Value ($000) $875 Shares 29,282 Est. Cost $30.48 Unrealized
QCOM Qualcomm Inc. 0.1%
Value ($000) $866 Shares 11,660 Est. Cost $46.42 Unrealized +8.5%
CAH Cardinal Health Inc. 0.1%
Value ($000) $861 Shares 12,885 Est. Cost $44.20 Unrealized 0.0%
Discovery Communications A 0.1%
Value ($000) $860 Shares 9,512 Est. Cost $77.22 Unrealized
SJM JM Smucker Co. 0.1%
Value ($000) $856 Shares 8,265 Est. Cost $71.19 Unrealized +4.7%
SU Suncor Energy 0.1%
Value ($000) $835 Shares 23,826 Est. Cost $19.64 Unrealized +18.1%
AKAM Akamai Technologies Inc. 0.1%
Value ($000) $831 Shares 17,621 Est. Cost $42.53 Unrealized +11.0%
VIG Vanguard Div App ETF 0.1%
Value ($000) $828 Shares 11,000 Est. Cost $66.19 Unrealized
AOS A.O. Smith 0.1%
Value ($000) $827 Shares 15,325 Est. Cost $21.19 Unrealized 0.0%
COP ConocoPhillips 0.1%
Value ($000) $823 Shares 11,648 Est. Cost $39.96 Unrealized +21.1%
ACN Accenture Ltd 0.1%
Value ($000) $805 Shares 9,785 Est. Cost $63.66 Unrealized -3.3%
Spectra Energy Corp 0.1%
Value ($000) $768 Shares 21,555 Est. Cost $34.22 Unrealized
CapitalSource Inc. 0.1%
Value ($000) $759 Shares 52,850 Est. Cost $9.37 Unrealized
Sensata Technologies Hldg NV 0.1%
Value ($000) $732 Shares 18,875 Est. Cost $38.78 Unrealized
Health Care REIT Inc 0.1%
Value ($000) $725 Shares 13,529 Est. Cost $66.53 Unrealized
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $682 Shares 11,600 Est. Cost $54.62 Unrealized
Pentair Ltd. 0.1%
Value ($000) $676 Shares 8,706 Est. Cost $57.64 Unrealized
NFG National Fuel Gas Co. 0.1%
Value ($000) $670 Shares 9,379 Est. Cost $65.04 Unrealized +6.8%
ECL Ecolab Inc 0.1%
Value ($000) $646 Shares 6,195 Est. Cost $74.88 Unrealized +21.5%
Viacom Inc cl B 0.1%
Value ($000) $633 Shares 7,253 Est. Cost $85.68 Unrealized
Buckeye Partners L P 0.1%
Value ($000) $628 Shares 8,849 Est. Cost $70.17 Unrealized
Apple Call 1/17/15 $500 0.1%
Value ($000) $619 Shares 67 Est. Cost $5194.03 Unrealized
GWW W.W. Grainger Inc. 0.1%
Value ($000) $614 Shares 2,404 Est. Cost $202.16 Unrealized +5.6%
PLD ProLogis, Inc. 0.1%
Value ($000) $610 Shares 16,497 Est. Cost $27.85 Unrealized -4.0%
META Facebook, Inc. cl A 0.1%
Value ($000) $601 Shares 10,990 Est. Cost $49.86 Unrealized 0.0%
SWK Stanley Black & Decker, Inc. 0.1%
Value ($000) $597 Shares 7,402 Est. Cost $57.75 Unrealized +4.3%
Sunoco Logistics Partners LP 0.1%
Value ($000) $574 Shares 7,600 Est. Cost $65.87 Unrealized
Celgene Corp. 0.1%
Value ($000) $498 Shares 2,950 Est. Cost $157.05 Unrealized
PFE Pfizer Inc. 0.1%
Value ($000) $491 Shares 16,032 Est. Cost $16.46 Unrealized +7.1%
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $434 Shares 10,550 Est. Cost $38.81 Unrealized
Sun Hydraulics Corp. 0.1%
Value ($000) $428 Shares 10,475 Est. Cost $31.31 Unrealized
VDE Vanguard Energy ETF 0.1%
Value ($000) $424 Shares 3,350 Est. Cost $112.54 Unrealized
APOG Apogee Enterprises Inc. 0.1%
Value ($000) $411 Shares 11,458 Est. Cost $21.58 Unrealized +23.8%
DTEGY Deutsche Telekom Spons ADR 0.1%
Value ($000) $410 Shares 23,942 Est. Cost $11.64 Unrealized
TRGP Targa Resources Corp. 0.1%
Value ($000) $409 Shares 4,636 Est. Cost $45.28 Unrealized 0.0%
V VISA Inc. 0.1%
Value ($000) $408 Shares 1,830 Est. Cost $40.02 Unrealized +15.7%
Unilever N.V. 0.1%
Value ($000) $392 Shares 9,750 Est. Cost $39.30 Unrealized
Brookline Bancorp, Inc. 0.1%
Value ($000) $391 Shares 40,940 Est. Cost $8.67 Unrealized
TROW T Rowe Price Group Inc 0.1%
Value ($000) $388 Shares 4,630 Est. Cost $47.69 Unrealized +5.9%
GILD Gilead Sciences Inc. 0.1%
Value ($000) $380 Shares 5,065 Est. Cost $41.52 Unrealized +16.5%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $369 Shares 3,195 Est. Cost $97.03 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $367 Shares 4,885 Est. Cost $63.06 Unrealized 0.0%
AdvisorShares Global Echo ETF 0.1%
Value ($000) $366 Shares 6,025 Est. Cost $58.44 Unrealized
DuPont de Nemours & Co. 0.1%
Value ($000) $365 Shares 5,625 Est. Cost $53.27 Unrealized
NKE Nike Inc cl B 0.1%
Value ($000) $364 Shares 4,635 Est. Cost $28.12 Unrealized +16.8%
PRGO Perrigo Company PLC 0.1%
Value ($000) $357 Shares 2,325 Est. Cost $144.14 Unrealized 0.0%
PSX Phillips 66 0.1%
Value ($000) $355 Shares 4,603 Est. Cost $40.44 Unrealized +7.4%
T AT&T Inc. 0.1%
Value ($000) $342 Shares 9,715 Est. Cost $11.17 Unrealized 0.0%
Ocwen Financial Corp 0.1%
Value ($000) $339 Shares 6,115 Est. Cost $55.76 Unrealized
KO Coca-Cola Company 0.1%
Value ($000) $334 Shares 8,090 Est. Cost $27.71 Unrealized -2.8%
Family Dollar Stores, Inc. 0.1%
Value ($000) $332 Shares 5,105 Est. Cost $66.57 Unrealized
Synovus Financial Corp 0.1%
Value ($000) $322 Shares 89,500 Est. Cost $2.92 Unrealized
DEO Diageo PLC ADS 0.1%
Value ($000) $321 Shares 2,421 Est. Cost $114.78 Unrealized
TILE Interface, Inc. 0.1%
Value ($000) $315 Shares 14,335 Est. Cost $17.53 Unrealized +15.0%
Keryx Biopharmaceuticals 0.0%
Value ($000) $302 Shares 23,319 Est. Cost $7.82 Unrealized
ING Group, N.V. Perp Hybrid 0.0%
Value ($000) $292 Shares 12,316 Est. Cost $24.29 Unrealized
Life Technologies Corp 0.0%
Value ($000) $290 Shares 3,825 Est. Cost $73.99 Unrealized
DDD 3D Systems Corp 0.0%
Value ($000) $284 Shares 3,060 Est. Cost $70.11 Unrealized 0.0%
IWR iShares Russell Midcap ETF 0.0%
Value ($000) $280 Shares 1,867 Est. Cost $129.79 Unrealized
Stericycle Inc. 0.0%
Value ($000) $277 Shares 2,388 Est. Cost $110.55 Unrealized
RIG Transocean Ltd. 0.0%
Value ($000) $272 Shares 5,500 Est. Cost $50.97 Unrealized -4.0%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $271 Shares 4,195 Est. Cost $68.61 Unrealized
NVO Novo-Nordisk A/S 0.0%
Value ($000) $270 Shares 1,464 Est. Cost $159.41 Unrealized
Dow Chemical Company 0.0%
Value ($000) $266 Shares 6,000 Est. Cost $32.19 Unrealized
Central Fd Canada cl A 0.0%
Value ($000) $265 Shares 20,005 Est. Cost $13.58 Unrealized
Nustar Energy 0.0%
Value ($000) $261 Shares 5,125 Est. Cost $45.66 Unrealized
MCD McDonald's Corp. 0.0%
Value ($000) $259 Shares 2,671 Est. Cost $71.80 Unrealized -2.5%
EFA iShr MSCI EAFE ETF 0.0%
Value ($000) $255 Shares 3,800 Est. Cost $57.32 Unrealized
VFC V.F. Corporation 0.0%
Value ($000) $254 Shares 4,080 Est. Cost $50.45 Unrealized +3.3%
BIIB Biogen Idec Inc. 0.0%
Value ($000) $252 Shares 900 Est. Cost $223.81 Unrealized +15.6%
Nielsen Holdings NV 0.0%
Value ($000) $252 Shares 5,500 Est. Cost $45.82 Unrealized
APD Air Products & Chemicals 0.0%
Value ($000) $246 Shares 2,200 Est. Cost $61.55 Unrealized +21.6%
TC Pipeline LP 0.0%
Value ($000) $242 Shares 5,000 Est. Cost $48.21 Unrealized
Orocobre Ltd., Milton Qld 0.0%
Value ($000) $241 Shares 108,089 Est. Cost $1.27 Unrealized
SHMDF Shimano Inc. 0.0%
Value ($000) $239 Shares 2,800 Est. Cost $73.75 Unrealized +5.1%
Frontline Ltd. 0.0%
Value ($000) $239 Shares 64,000 Est. Cost $2.57 Unrealized
Lyris, Inc. 0.0%
Value ($000) $237 Shares 202,321 Est. Cost $1.97 Unrealized
Energy Transfer Equity, L. P. 0.0%
Value ($000) $234 Shares 2,866 Est. Cost $81.65 Unrealized
Toto Ltd. 0.0%
Value ($000) $225 Shares 14,205 Est. Cost $10.13 Unrealized
Kimco Realty Corp. Ser I 6% 0.0%
Value ($000) $219 Shares 10,500 Est. Cost $24.88 Unrealized
LECO Lincoln Electric Holdings 0.0%
Value ($000) $219 Shares 3,075 Est. Cost $70.23 Unrealized 0.0%
MTD Mettler-Toledo Intl 0.0%
Value ($000) $218 Shares 900 Est. Cost $225.43 Unrealized +8.3%
RES RPC Inc. 0.0%
Value ($000) $217 Shares 12,170 Est. Cost $14.61 Unrealized 0.0%
The Blackstone Group L.P. 0.0%
Value ($000) $217 Shares 6,900 Est. Cost $31.45 Unrealized
Hannon Armstrong Sust. Infr. C 0.0%
Value ($000) $217 Shares 15,550 Est. Cost $13.95 Unrealized
NGL Energy Partners 0.0%
Value ($000) $216 Shares 6,250 Est. Cost $34.56 Unrealized
Daiwa House Industry Limited 0.0%
Value ($000) $208 Shares 10,716 Est. Cost $18.64 Unrealized
Tomra Systems A/S/A 0.0%
Value ($000) $190 Shares 20,957 Est. Cost $8.75 Unrealized
HAE Haemonetics Corporation 0.0%
Value ($000) $173 Shares 4,106 Est. Cost $41.73 Unrealized -1.4%
Cincinnati Bell Inc. 0.0%
Value ($000) $128 Shares 36,000 Est. Cost $3.06 Unrealized
Windstream Holdings, Inc. 0.0%
Value ($000) $120 Shares 14,998 Est. Cost $7.99 Unrealized
Pure Techs Ltd. 0.0%
Value ($000) $106 Shares 16,993 Est. Cost $4.41 Unrealized
Flamel Technologies SA 0.0%
Value ($000) $101 Shares 12,600 Est. Cost $6.12 Unrealized
Silver Spring Networks, Inc. 0.0%
Value ($000) $98 Shares 4,650 Est. Cost $24.59 Unrealized
Ebara Corp 0.0%
Value ($000) $96 Shares 14,900 Est. Cost $6.44 Unrealized
ITRI Itron Inc. 0.0%
Value ($000) $88 Shares 2,124 Est. Cost $42.64 Unrealized -0.5%
Real Goods Solar cl A 0.0%
Value ($000) $87 Shares 28,803 Est. Cost $2.53 Unrealized
Jones Lang LaSalle Inc. 0.0%
Value ($000) $82 Shares 800 Est. Cost $102.50 Unrealized
Amer 1st Tax Exempt 0.0%
Value ($000) $63 Shares 10,000 Est. Cost $6.80 Unrealized
Cree Inc. 0.0%
Value ($000) $58 Shares 923 Est. Cost $59.93 Unrealized
ENPH Enphase Energy, Inc. 0.0%
Value ($000) $49 Shares 7,683 Est. Cost $7.08 Unrealized +3.4%
Chimera Investment Corp 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $3.10 Unrealized
Atmospheric Glow Technologies 0.0%
Value ($000) $0 Shares 33,820 Est. Cost Unrealized