BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 9, 2015

Total Value ($000): $2,123,882 (100.0% shares, 0.0% debt)

Holdings (349)

United Technologies 2.7%
Value ($000) $57,220 Shares 497,568 Est. Cost $92.94 Unrealized
MSFT Microsoft 2.2%
Value ($000) $47,280 Shares 1,017,878 Est. Cost $29.80 Unrealized +33.8%
XOM Exxon Mobil 2.1%
Value ($000) $45,056 Shares 487,354 Est. Cost $53.77 Unrealized +7.9%
NSRGY Nestle SA Sponsored ADR 2.1%
Value ($000) $44,994 Shares 616,772 Est. Cost $66.64 Unrealized
JNJ Johnson & Johnson 2.1%
Value ($000) $44,792 Shares 428,344 Est. Cost $60.32 Unrealized +28.2%
DIS Walt Disney 2.1%
Value ($000) $44,731 Shares 474,901 Est. Cost $61.13 Unrealized +33.0%
NVS Novartis A G ADR 2.0%
Value ($000) $42,776 Shares 461,646 Est. Cost $71.21 Unrealized
AAPL Apple Inc 1.9%
Value ($000) $40,406 Shares 366,059 Est. Cost $18.23 Unrealized +32.1%
PG Procter & Gamble 1.9%
Value ($000) $40,089 Shares 440,103 Est. Cost $55.00 Unrealized +17.5%
JPM J P Morgan Chase 1.9%
Value ($000) $39,945 Shares 638,296 Est. Cost $36.82 Unrealized +21.4%
MRSH Marsh & McLennan 1.6%
Value ($000) $33,560 Shares 586,307 Est. Cost $31.19 Unrealized +45.0%
AXP American Express 1.5%
Value ($000) $32,379 Shares 348,013 Est. Cost $60.20 Unrealized +26.9%
Spectra Energy 1.5%
Value ($000) $32,123 Shares 884,933 Est. Cost $34.46 Unrealized
NKE Nike Inc Class B 1.5%
Value ($000) $31,879 Shares 331,554 Est. Cost $32.03 Unrealized +27.2%
Google Inc. Class A 1.5%
Value ($000) $31,719 Shares 59,773 Est. Cost $577.91 Unrealized
PEP Pepsico 1.4%
Value ($000) $30,615 Shares 323,759 Est. Cost $56.02 Unrealized +22.5%
TMO Thermo Fisher Scientific 1.4%
Value ($000) $30,531 Shares 243,683 Est. Cost $106.38 Unrealized +10.5%
WFC Wells Fargo 1.4%
Value ($000) $29,946 Shares 546,254 Est. Cost $28.63 Unrealized +35.4%
General Electric 1.3%
Value ($000) $28,314 Shares 1,120,466 Est. Cost $23.81 Unrealized
UNP Union Pacific 1.3%
Value ($000) $27,703 Shares 232,542 Est. Cost $70.74 Unrealized +26.5%
DHR Danaher 1.2%
Value ($000) $26,035 Shares 303,762 Est. Cost $27.76 Unrealized +18.6%
HD Home Depot 1.2%
Value ($000) $25,641 Shares 244,272 Est. Cost $57.13 Unrealized +30.9%
MKC McCormick 1.2%
Value ($000) $25,484 Shares 342,988 Est. Cost $28.19 Unrealized +2.6%
KMI Kinder Morgan Inc 1.1%
Value ($000) $23,639 Shares 558,703 Est. Cost $22.36 Unrealized +0.4%
O Realty Income Corp 1.1%
Value ($000) $23,074 Shares 483,627 Est. Cost $25.09 Unrealized +4.9%
SLB Schlumberger 1.1%
Value ($000) $22,341 Shares 261,574 Est. Cost $54.02 Unrealized +24.6%
Walgreens Boots Alliance Inc 1.0%
Value ($000) $22,267 Shares 292,215 Est. Cost $76.20 Unrealized
CNI Canadian National Railway 1.0%
Value ($000) $22,003 Shares 319,299 Est. Cost $41.97 Unrealized +33.2%
MRK Merck 1.0%
Value ($000) $21,982 Shares 387,072 Est. Cost $30.63 Unrealized +28.5%
MTB M&T Bank 1.0%
Value ($000) $21,424 Shares 170,547 Est. Cost $74.77 Unrealized +20.4%
Magellan Midstream Partners LP 1.0%
Value ($000) $21,244 Shares 257,000 Est. Cost $54.50 Unrealized
KO Coca Cola 1.0%
Value ($000) $20,899 Shares 494,999 Est. Cost $27.86 Unrealized +7.9%
ABT Abbott Labs 0.9%
Value ($000) $19,810 Shares 440,029 Est. Cost $28.87 Unrealized +22.3%
VZ Verizon 0.9%
Value ($000) $19,385 Shares 414,385 Est. Cost $26.33 Unrealized +5.1%
MCD McDonalds 0.9%
Value ($000) $19,280 Shares 205,764 Est. Cost $71.80 Unrealized -1.7%
BUD Anheuser-Busch InBev NV ADR 0.9%
Value ($000) $19,076 Shares 169,839 Est. Cost $90.72 Unrealized
TJX TJX Corp 0.9%
Value ($000) $18,961 Shares 276,483 Est. Cost $23.18 Unrealized +17.9%
Ansys 0.9%
Value ($000) $18,852 Shares 229,901 Est. Cost $75.56 Unrealized
LMT Lockheed Martin 0.9%
Value ($000) $18,824 Shares 97,752 Est. Cost $113.53 Unrealized +20.9%
STZ Constellation Brands Inc Cl A 0.9%
Value ($000) $18,391 Shares 187,343 Est. Cost $48.27 Unrealized +62.4%
Nielsen Holdings NV 0.9%
Value ($000) $18,081 Shares 404,228 Est. Cost $39.50 Unrealized
BMY Bristol-Myers Squibb 0.8%
Value ($000) $17,248 Shares 292,191 Est. Cost $32.49 Unrealized +19.7%
OXY Occidental Petroleum 0.8%
Value ($000) $17,011 Shares 211,032 Est. Cost $57.88 Unrealized +2.5%
CVX Chevron Corp 0.8%
Value ($000) $16,382 Shares 146,031 Est. Cost $72.39 Unrealized -2.6%
DE Deere 0.8%
Value ($000) $16,343 Shares 184,733 Est. Cost $68.03 Unrealized +3.8%
Costco 0.8%
Value ($000) $15,961 Shares 112,597 Est. Cost $113.18 Unrealized
EOG EOG Resources 0.7%
Value ($000) $15,650 Shares 169,977 Est. Cost $73.26 Unrealized -7.1%
Brookfield Asset Management In 0.7%
Value ($000) $15,487 Shares 308,944 Est. Cost $37.93 Unrealized
CHD Church & Dwight 0.7%
Value ($000) $15,179 Shares 192,597 Est. Cost $29.27 Unrealized +8.8%
IBM International Business Machine 0.7%
Value ($000) $14,972 Shares 93,317 Est. Cost $117.02 Unrealized -14.1%
AMZN Amazon.Com 0.7%
Value ($000) $14,903 Shares 48,020 Est. Cost $16.11 Unrealized -3.3%
MMM 3M Company 0.7%
Value ($000) $14,892 Shares 90,629 Est. Cost $67.67 Unrealized +32.5%
Kraft Foods Group 0.7%
Value ($000) $14,708 Shares 234,734 Est. Cost $55.87 Unrealized
CL Colgate-Palmolive 0.7%
Value ($000) $14,616 Shares 211,247 Est. Cost $46.97 Unrealized +11.1%
ADP Automatic Data Processing 0.7%
Value ($000) $14,512 Shares 174,069 Est. Cost $45.09 Unrealized +40.9%
Google Inc Class C 0.7%
Value ($000) $14,364 Shares 27,288 Est. Cost $1114.51 Unrealized
GILD Gilead Sciences 0.7%
Value ($000) $14,317 Shares 151,887 Est. Cost $50.67 Unrealized +41.8%
PBA Pembina Pipeline Corporation 0.7%
Value ($000) $14,267 Shares 391,836 Est. Cost $16.65 Unrealized +26.8%
Praxair 0.7%
Value ($000) $14,087 Shares 108,733 Est. Cost $116.67 Unrealized
Du Pont 0.6%
Value ($000) $13,492 Shares 182,472 Est. Cost $53.36 Unrealized
GLD SPDR Gold Shares 0.6%
Value ($000) $13,439 Shares 118,319 Est. Cost $119.45 Unrealized
EPD Enterprise Products LP 0.6%
Value ($000) $13,433 Shares 371,901 Est. Cost $51.31 Unrealized
APH Amphenol 0.6%
Value ($000) $13,070 Shares 242,883 Est. Cost $10.30 Unrealized +11.8%
MDLZ Mondelez International 0.6%
Value ($000) $12,842 Shares 353,521 Est. Cost $23.29 Unrealized +22.0%
PFE Pfizer 0.6%
Value ($000) $12,037 Shares 386,425 Est. Cost $16.64 Unrealized +8.0%
ABBV Abbvie Inc 0.6%
Value ($000) $11,852 Shares 181,105 Est. Cost $27.73 Unrealized +45.1%
USB US Bancorp 0.5%
Value ($000) $11,629 Shares 258,703 Est. Cost $23.09 Unrealized +26.1%
Level 3 Communications 0.5%
Value ($000) $11,465 Shares 232,175 Est. Cost $44.20 Unrealized
IMO Imperial Oil LTD 0.5%
Value ($000) $11,415 Shares 265,279 Est. Cost $33.73 Unrealized +5.5%
CAT Caterpillar 0.5%
Value ($000) $11,374 Shares 124,261 Est. Cost $61.82 Unrealized +18.6%
Northeast Utilities 0.5%
Value ($000) $11,069 Shares 206,816 Est. Cost $42.07 Unrealized
Macquarie Infrastructure Co 0.5%
Value ($000) $10,895 Shares 153,250 Est. Cost $53.54 Unrealized
ZTS Zoetis Inc 0.5%
Value ($000) $10,639 Shares 247,252 Est. Cost $29.18 Unrealized +27.6%
BRK/B Berkshire Hathaway Cl B 0.5%
Value ($000) $10,533 Shares 70,153 Est. Cost $116.41 Unrealized +24.0%
LOW Lowes 0.5%
Value ($000) $10,483 Shares 152,372 Est. Cost $32.99 Unrealized +48.6%
WMT Wal-Mart 0.5%
Value ($000) $10,422 Shares 121,351 Est. Cost $19.99 Unrealized +9.2%
Celgene Corp 0.5%
Value ($000) $9,813 Shares 87,723 Est. Cost $108.04 Unrealized
NI Nisource 0.4%
Value ($000) $9,120 Shares 215,000 Est. Cost $7.81 Unrealized +47.0%
WPC WP Carey Inc 0.4%
Value ($000) $8,465 Shares 120,751 Est. Cost $64.75 Unrealized
EWBC East West Bancorp 0.4%
Value ($000) $8,216 Shares 212,257 Est. Cost $19.97 Unrealized +40.9%
STT State Street 0.4%
Value ($000) $7,821 Shares 99,635 Est. Cost $45.83 Unrealized +20.2%
Spirit Realty Capital Inc. 0.4%
Value ($000) $7,683 Shares 646,153 Est. Cost $10.76 Unrealized
GWW Grainger W W 0.3%
Value ($000) $7,258 Shares 28,474 Est. Cost $212.91 Unrealized -3.3%
Kansas City Southern Inds 0.3%
Value ($000) $7,048 Shares 57,754 Est. Cost $103.67 Unrealized
KMB Kimberly-Clark 0.3%
Value ($000) $6,975 Shares 60,367 Est. Cost $63.66 Unrealized +19.5%
Hess Corporation 0.3%
Value ($000) $6,671 Shares 90,365 Est. Cost $66.49 Unrealized
INTC Intel 0.3%
Value ($000) $6,655 Shares 183,377 Est. Cost $17.35 Unrealized +53.5%
PAA Plains All American Pipeline L 0.3%
Value ($000) $6,604 Shares 128,690 Est. Cost $55.56 Unrealized
CVS CVS Health Corp 0.3%
Value ($000) $6,299 Shares 65,406 Est. Cost $51.05 Unrealized +26.2%
EMR Emerson Electric 0.3%
Value ($000) $5,742 Shares 93,019 Est. Cost $40.30 Unrealized +15.2%
Whole Foods Market 0.3%
Value ($000) $5,599 Shares 111,050 Est. Cost $40.79 Unrealized
Plum Creek Timber Co 0.3%
Value ($000) $5,487 Shares 128,236 Est. Cost $46.36 Unrealized
D Dominion Resources 0.3%
Value ($000) $5,451 Shares 70,881 Est. Cost $34.53 Unrealized +30.5%
ECL Ecolab 0.3%
Value ($000) $5,332 Shares 51,018 Est. Cost $83.19 Unrealized +16.2%
Plains GP Holdings LP 0.2%
Value ($000) $5,305 Shares 206,580 Est. Cost $26.40 Unrealized
WLK Westlake Chemical Corp 0.2%
Value ($000) $5,187 Shares 84,905 Est. Cost $46.49 Unrealized +24.3%
Chubb 0.2%
Value ($000) $5,123 Shares 49,514 Est. Cost $84.71 Unrealized
Stericycle 0.2%
Value ($000) $5,087 Shares 38,812 Est. Cost $110.43 Unrealized
FMC FMC Corp 0.2%
Value ($000) $5,041 Shares 88,385 Est. Cost $43.15 Unrealized -11.6%
Covidien PLC 0.2%
Value ($000) $5,006 Shares 48,947 Est. Cost $64.69 Unrealized
SBUX Starbucks 0.2%
Value ($000) $4,970 Shares 60,569 Est. Cost $29.09 Unrealized +7.5%
Genesee & Wyoming CL A Class A 0.2%
Value ($000) $4,954 Shares 55,097 Est. Cost $85.77 Unrealized
HSBC HSBC Holding Plc 0.2%
Value ($000) $4,878 Shares 103,280 Est. Cost $53.66 Unrealized
NEE NextEra Energy 0.2%
Value ($000) $4,734 Shares 44,542 Est. Cost $14.30 Unrealized +32.1%
HCP Inc 0.2%
Value ($000) $4,653 Shares 105,680 Est. Cost $43.27 Unrealized
APD Air Products & Chemicals Inc 0.2%
Value ($000) $4,613 Shares 31,982 Est. Cost $68.85 Unrealized +39.8%
HSIC Henry Schein 0.2%
Value ($000) $4,504 Shares 33,083 Est. Cost $36.66 Unrealized +35.7%
Discovery Communications Cl A 0.2%
Value ($000) $4,493 Shares 130,429 Est. Cost $77.57 Unrealized
Monsanto 0.2%
Value ($000) $4,403 Shares 36,854 Est. Cost $98.80 Unrealized
GIS General Mills 0.2%
Value ($000) $4,237 Shares 79,444 Est. Cost $31.98 Unrealized +10.2%
CTSH Cognizant Technology Solutions 0.2%
Value ($000) $4,158 Shares 78,950 Est. Cost $41.55 Unrealized +6.6%
SYK Stryker 0.2%
Value ($000) $3,818 Shares 40,471 Est. Cost $56.92 Unrealized +36.8%
VIG Vanguard Dividend Appreciation 0.2%
Value ($000) $3,805 Shares 46,879 Est. Cost $67.01 Unrealized
COP Conoco Phillips 0.2%
Value ($000) $3,768 Shares 54,568 Est. Cost $42.35 Unrealized +15.4%
MA Mastercard Inc Cl A 0.2%
Value ($000) $3,663 Shares 42,509 Est. Cost $71.08 Unrealized +7.4%
Royal Dutch Shell A ADRF ADR 0.2%
Value ($000) $3,652 Shares 54,554 Est. Cost $81.31 Unrealized
FEI Company 0.2%
Value ($000) $3,562 Shares 39,426 Est. Cost $80.30 Unrealized
ORCL Oracle 0.2%
Value ($000) $3,533 Shares 78,566 Est. Cost $31.45 Unrealized +9.7%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $3,467 Shares 28,982 Est. Cost $102.16 Unrealized
Discovery Communications Ser C 0.2%
Value ($000) $3,352 Shares 99,393 Est. Cost $37.28 Unrealized
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $3,346 Shares 34,826 Est. Cost $59.49 Unrealized +16.8%
HON Honeywell International 0.2%
Value ($000) $3,338 Shares 33,402 Est. Cost $54.40 Unrealized +25.5%
AZO AutoZone Inc 0.2%
Value ($000) $3,257 Shares 5,261 Est. Cost $444.35 Unrealized +26.8%
UTL Unitil Corp 0.2%
Value ($000) $3,247 Shares 88,534 Est. Cost $29.13 Unrealized +19.7%
ADI Analog Devices 0.2%
Value ($000) $3,245 Shares 58,450 Est. Cost $34.29 Unrealized +18.4%
QCOM Qualcomm 0.2%
Value ($000) $3,244 Shares 43,638 Est. Cost $47.51 Unrealized +12.3%
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $3,053 Shares 28,798 Est. Cost $95.75 Unrealized
Anadarko 0.1%
Value ($000) $3,024 Shares 36,658 Est. Cost $89.26 Unrealized
SPG Simon Property Group 0.1%
Value ($000) $3,000 Shares 16,471 Est. Cost $88.66 Unrealized +16.0%
TRV The Travelers Companies Inc 0.1%
Value ($000) $2,968 Shares 28,037 Est. Cost $63.56 Unrealized +24.2%
CME CME Group Inc 0.1%
Value ($000) $2,823 Shares 31,841 Est. Cost $39.16 Unrealized +38.6%
LLY Eli Lilly 0.1%
Value ($000) $2,713 Shares 39,326 Est. Cost $44.53 Unrealized +23.9%
Precision Cast Parts 0.1%
Value ($000) $2,653 Shares 11,014 Est. Cost $236.82 Unrealized
BAX Baxter International 0.1%
Value ($000) $2,643 Shares 36,066 Est. Cost $31.29 Unrealized +3.2%
META Facebook Inc 0.1%
Value ($000) $2,526 Shares 32,371 Est. Cost $71.00 Unrealized +6.9%
Potash Corp of Saskatchewan 0.1%
Value ($000) $2,523 Shares 71,426 Est. Cost $31.68 Unrealized
SPY SPDR S&P 500 ETF Index 0.1%
Value ($000) $2,502 Shares 12,175 Est. Cost $163.62 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $2,473 Shares 22,565 Est. Cost $57.76 Unrealized +48.6%
T AT & T 0.1%
Value ($000) $2,372 Shares 70,626 Est. Cost $11.53 Unrealized +2.4%
RPM RPM International Inc 0.1%
Value ($000) $2,275 Shares 44,862 Est. Cost $36.39 Unrealized +27.9%
BAC Bank of America 0.1%
Value ($000) $2,274 Shares 127,106 Est. Cost $11.72 Unrealized +15.6%
1/100 Berkshire Hathaway Class 0.1%
Value ($000) $2,260 Shares 1,000 Est. Cost $1686.36 Unrealized
EBAY Ebay 0.1%
Value ($000) $2,236 Shares 39,847 Est. Cost $20.18 Unrealized +0.1%
Express Scripts Holding Compan 0.1%
Value ($000) $2,170 Shares 25,630 Est. Cost $69.37 Unrealized
CIGNA 0.1%
Value ($000) $2,068 Shares 20,092 Est. Cost $73.19 Unrealized
Time Warner Cable 0.1%
Value ($000) $2,066 Shares 13,585 Est. Cost $112.47 Unrealized
CMCSA Comcast Cl A 0.1%
Value ($000) $2,009 Shares 34,640 Est. Cost $17.76 Unrealized +19.7%
VDE Vanguard Energy ETF 0.1%
Value ($000) $1,982 Shares 17,756 Est. Cost $111.62 Unrealized
BNS Bank of Nova Scotia 0.1%
Value ($000) $1,914 Shares 33,535 Est. Cost $31.56 Unrealized +7.3%
Apache 0.1%
Value ($000) $1,908 Shares 30,450 Est. Cost $83.94 Unrealized
CDK Global Inc 0.1%
Value ($000) $1,890 Shares 46,370 Est. Cost $40.76 Unrealized
DUK Duke Energy 0.1%
Value ($000) $1,888 Shares 22,605 Est. Cost $41.86 Unrealized +21.8%
PM Philip Morris International 0.1%
Value ($000) $1,858 Shares 22,806 Est. Cost $48.21 Unrealized +2.1%
CSCO Cisco Systems 0.1%
Value ($000) $1,832 Shares 65,871 Est. Cost $15.85 Unrealized +15.5%
MO Altria Group Inc 0.1%
Value ($000) $1,754 Shares 35,605 Est. Cost $16.67 Unrealized +42.5%
BDX Becton Dickinson 0.1%
Value ($000) $1,729 Shares 12,423 Est. Cost $78.11 Unrealized +38.1%
PCH Potlatch Corporation 0.1%
Value ($000) $1,703 Shares 40,676 Est. Cost $40.44 Unrealized
Aetna 0.1%
Value ($000) $1,625 Shares 18,289 Est. Cost $63.52 Unrealized
Hewlett-Packard 0.1%
Value ($000) $1,622 Shares 40,413 Est. Cost $34.19 Unrealized
DGS WisdomTree EM Small Cap 0.1%
Value ($000) $1,583 Shares 36,687 Est. Cost $46.05 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $1,582 Shares 7 Est. Cost $165023.42 Unrealized +31.2%
ROST Ross Stores 0.1%
Value ($000) $1,569 Shares 16,650 Est. Cost $30.67 Unrealized +23.4%
DEO Diageo Plc ADR 0.1%
Value ($000) $1,550 Shares 13,589 Est. Cost $118.15 Unrealized
ACN Accenture Plc Class A F 0.1%
Value ($000) $1,502 Shares 16,815 Est. Cost $63.64 Unrealized +8.8%
WDAY Workday Inc Class A 0.1%
Value ($000) $1,442 Shares 17,675 Est. Cost $80.98 Unrealized +6.7%
SSNC SS & C Technologies 0.1%
Value ($000) $1,396 Shares 23,875 Est. Cost $20.11 Unrealized +23.2%
Alerian MLP 0.1%
Value ($000) $1,392 Shares 79,475 Est. Cost $17.87 Unrealized
V Visa Incorporated 0.1%
Value ($000) $1,365 Shares 5,204 Est. Cost $47.69 Unrealized +16.8%
DAL Delta Airlines 0.1%
Value ($000) $1,357 Shares 27,589 Est. Cost $27.15 Unrealized +35.7%
RCI Rogers Communication 0.1%
Value ($000) $1,353 Shares 34,830 Est. Cost $45.67 Unrealized -15.6%
Dr Pepper Snapple Group Inc 0.1%
Value ($000) $1,313 Shares 18,311 Est. Cost $49.86 Unrealized
COF Capital One 0.1%
Value ($000) $1,305 Shares 15,804 Est. Cost $55.47 Unrealized +20.0%
SHW Sherwin-Williams 0.1%
Value ($000) $1,293 Shares 4,916 Est. Cost $56.57 Unrealized +25.5%
HWC Hancock Holding 0.1%
Value ($000) $1,278 Shares 41,615 Est. Cost $28.63 Unrealized +13.5%
HP Helmerich & Payne 0.1%
Value ($000) $1,261 Shares 18,700 Est. Cost $64.53 Unrealized +20.7%
CCOI Cogent Communications Group 0.1%
Value ($000) $1,243 Shares 35,132 Est. Cost $15.82 Unrealized +23.0%
HII Huntington Ingalls Industries 0.1%
Value ($000) $1,215 Shares 10,805 Est. Cost $79.11 Unrealized +8.1%
FISV Fiserv 0.1%
Value ($000) $1,198 Shares 16,875 Est. Cost $24.35 Unrealized +40.6%
Luxottica Group ADR 0.1%
Value ($000) $1,175 Shares 21,580 Est. Cost $53.54 Unrealized
BK Bank of New York Mellon 0.1%
Value ($000) $1,171 Shares 28,866 Est. Cost $21.28 Unrealized +39.8%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $1,169 Shares 11,057 Est. Cost $90.29 Unrealized
TGT Target 0.1%
Value ($000) $1,154 Shares 15,200 Est. Cost $48.31 Unrealized +0.6%
EWH iShares MSCI Hong Kong Index 0.1%
Value ($000) $1,122 Shares 54,621 Est. Cost $18.33 Unrealized
DHI D R Horton Inc 0.1%
Value ($000) $1,119 Shares 44,230 Est. Cost $19.03 Unrealized +8.8%
Cooper Companies 0.1%
Value ($000) $1,109 Shares 6,840 Est. Cost $145.32 Unrealized
AMGN Amgen 0.1%
Value ($000) $1,104 Shares 6,932 Est. Cost $81.71 Unrealized +38.7%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $1,021 Shares 12,607 Est. Cost $68.81 Unrealized
WBS Webster Financial 0.0%
Value ($000) $1,015 Shares 31,188 Est. Cost $23.57 Unrealized +31.2%
YUM Yum Brands Inc 0.0%
Value ($000) $976 Shares 13,395 Est. Cost $39.21 Unrealized +7.7%
RJF Raymond James Financial Inc 0.0%
Value ($000) $976 Shares 17,044 Est. Cost $28.16 Unrealized +10.6%
JBHT Hunt JB Transport Services 0.0%
Value ($000) $975 Shares 11,570 Est. Cost $65.04 Unrealized +10.1%
ITW Illinois Tool Works 0.0%
Value ($000) $947 Shares 10,001 Est. Cost $50.46 Unrealized +38.9%
VFC V F Corp 0.0%
Value ($000) $944 Shares 12,605 Est. Cost $56.99 Unrealized +16.1%
TXN Texas Instruments 0.0%
Value ($000) $941 Shares 17,605 Est. Cost $26.00 Unrealized +43.6%
FAST Fastenal 0.0%
Value ($000) $939 Shares 19,750 Est. Cost $8.77 Unrealized -4.9%
ZBH Zimmer Holdings 0.0%
Value ($000) $924 Shares 8,143 Est. Cost $82.94 Unrealized +16.0%
Energy Transfer Partners LP 0.0%
Value ($000) $915 Shares 14,075 Est. Cost $57.62 Unrealized
SYY Sysco 0.0%
Value ($000) $887 Shares 22,347 Est. Cost $24.61 Unrealized +17.2%
BA Boeing 0.0%
Value ($000) $875 Shares 6,731 Est. Cost $85.36 Unrealized +29.6%
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $862 Shares 20,363 Est. Cost $56.65 Unrealized
Noble Energy 0.0%
Value ($000) $848 Shares 17,872 Est. Cost $62.05 Unrealized
PWR Quanta Services 0.0%
Value ($000) $843 Shares 29,695 Est. Cost $29.94 Unrealized +2.9%
PPG PPG Industries 0.0%
Value ($000) $843 Shares 3,646 Est. Cost $60.04 Unrealized +41.9%
VWO Vanguard Emerging Markets Stoc 0.0%
Value ($000) $843 Shares 21,064 Est. Cost $40.20 Unrealized
Kellogg 0.0%
Value ($000) $836 Shares 12,776 Est. Cost $38.95 Unrealized +4.4%
VBK Vanguard Small Cap Growth 0.0%
Value ($000) $833 Shares 6,613 Est. Cost $108.82 Unrealized
Peoples United Financial Inc 0.0%
Value ($000) $833 Shares 54,848 Est. Cost $15.02 Unrealized
BHP Billiton plc 0.0%
Value ($000) $831 Shares 19,315 Est. Cost $51.51 Unrealized
iShares MSCI Singapore Index 0.0%
Value ($000) $826 Shares 63,130 Est. Cost $12.79 Unrealized
AJG Arthur J Gallagher 0.0%
Value ($000) $818 Shares 17,369 Est. Cost $33.60 Unrealized +13.2%
ADBE Adobe Systems 0.0%
Value ($000) $811 Shares 11,155 Est. Cost $56.19 Unrealized +24.7%
MET Metlife Inc 0.0%
Value ($000) $804 Shares 14,856 Est. Cost $24.87 Unrealized +31.8%
PAYX Paychex 0.0%
Value ($000) $791 Shares 17,138 Est. Cost $25.15 Unrealized +31.0%
WMB Williams Cos 0.0%
Value ($000) $775 Shares 17,245 Est. Cost $30.14 Unrealized -9.8%
BIDU Baidu Inc 0.0%
Value ($000) $768 Shares 3,370 Est. Cost $159.44 Unrealized
ISRG Intuitive Surgical 0.0%
Value ($000) $766 Shares 1,448 Est. Cost $55.09 Unrealized +1.1%
Jarden Corp 0.0%
Value ($000) $748 Shares 15,615 Est. Cost $50.40 Unrealized
WRB WR Berkley Corporation 0.0%
Value ($000) $747 Shares 14,581 Est. Cost $9.58 Unrealized +21.6%
California Resources Corporati 0.0%
Value ($000) $744 Shares 134,958 Est. Cost $5.51 Unrealized
GD General Dynamics 0.0%
Value ($000) $742 Shares 5,390 Est. Cost $83.40 Unrealized +28.3%
RBC Bearings Inc. 0.0%
Value ($000) $729 Shares 11,300 Est. Cost $56.97 Unrealized
TFX Teleflex 0.0%
Value ($000) $707 Shares 6,160 Est. Cost $99.45 Unrealized +5.9%
UNH United Health Group 0.0%
Value ($000) $704 Shares 6,964 Est. Cost $56.77 Unrealized +39.6%
Dow Chemical 0.0%
Value ($000) $700 Shares 15,354 Est. Cost $32.59 Unrealized
FCX Freeport McMoRan 0.0%
Value ($000) $686 Shares 29,358 Est. Cost $29.25 Unrealized -17.0%
CATY Cathay Bancorp 0.0%
Value ($000) $677 Shares 26,465 Est. Cost $14.04 Unrealized +29.6%
Coach Incorporated 0.0%
Value ($000) $676 Shares 18,000 Est. Cost $35.61 Unrealized
Pall 0.0%
Value ($000) $662 Shares 6,540 Est. Cost $66.42 Unrealized
VEA Vanguard FTSE ETF Developed Ma 0.0%
Value ($000) $638 Shares 16,830 Est. Cost $40.64 Unrealized
CFR Cullen/Frost Bankers 0.0%
Value ($000) $634 Shares 8,975 Est. Cost $43.57 Unrealized +24.7%
VTR Ventas Inc REIT 0.0%
Value ($000) $632 Shares 8,814 Est. Cost $46.65 Unrealized +3.5%
IP International Paper 0.0%
Value ($000) $627 Shares 11,696 Est. Cost $25.92 Unrealized +18.3%
Cytec Inds 0.0%
Value ($000) $623 Shares 13,500 Est. Cost $47.13 Unrealized
LECO Lincoln Electric 0.0%
Value ($000) $605 Shares 8,750 Est. Cost $60.92 Unrealized +14.6%
SAP S A P SE ADR 0.0%
Value ($000) $587 Shares 8,434 Est. Cost $76.07 Unrealized
HAIN Hain Celestial Group 0.0%
Value ($000) $574 Shares 9,842 Est. Cost $50.05 Unrealized +8.1%
Halyard Health Inc 0.0%
Value ($000) $573 Shares 12,594 Est. Cost $45.50 Unrealized
AMT Amer Tower Cl A 0.0%
Value ($000) $561 Shares 5,675 Est. Cost $60.48 Unrealized +24.3%
UNFI United Natural Foods 0.0%
Value ($000) $549 Shares 7,100 Est. Cost $51.91 Unrealized +36.2%
LNC Lincoln National 0.0%
Value ($000) $548 Shares 9,500 Est. Cost $35.63 Unrealized +2.7%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $542 Shares 4,098 Est. Cost $64.79 Unrealized +54.4%
Gannett 0.0%
Value ($000) $537 Shares 16,820 Est. Cost $24.46 Unrealized
HCSG Healthcare Services 0.0%
Value ($000) $536 Shares 17,333 Est. Cost $23.05 Unrealized +28.5%
CHRW CH Robinson 0.0%
Value ($000) $529 Shares 7,060 Est. Cost $42.72 Unrealized +28.3%
Donnelley RR 0.0%
Value ($000) $521 Shares 31,000 Est. Cost $16.45 Unrealized
AWK American Water Works Company I 0.0%
Value ($000) $511 Shares 9,580 Est. Cost $31.83 Unrealized +30.6%
Kayne Anderson MLP Investment 0.0%
Value ($000) $510 Shares 13,350 Est. Cost $38.92 Unrealized
Amerigas Partners LP 0.0%
Value ($000) $503 Shares 10,500 Est. Cost $49.39 Unrealized
OmniCell Inc 0.0%
Value ($000) $503 Shares 15,195 Est. Cost $33.10 Unrealized
INTU Intuit 0.0%
Value ($000) $496 Shares 5,375 Est. Cost $54.57 Unrealized +49.0%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $492 Shares 4,711 Est. Cost $98.92 Unrealized
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $492 Shares 5,149 Est. Cost $78.86 Unrealized
EEM iShares MSCI Emerg Mkts ETF 0.0%
Value ($000) $478 Shares 12,177 Est. Cost $39.83 Unrealized
Cimarex Energy Co 0.0%
Value ($000) $473 Shares 4,464 Est. Cost $106.85 Unrealized
China Life Insurance Company A 0.0%
Value ($000) $470 Shares 8,002 Est. Cost $41.74 Unrealized
HSY Hershey Foods 0.0%
Value ($000) $470 Shares 4,527 Est. Cost $67.57 Unrealized +10.5%
ET Energy Transfer Equity LP 0.0%
Value ($000) $467 Shares 8,142 Est. Cost $53.68 Unrealized
EFA MSCI EAFE IShares Index Fund 0.0%
Value ($000) $466 Shares 7,657 Est. Cost $62.56 Unrealized
SO Southern Co 0.0%
Value ($000) $464 Shares 9,450 Est. Cost $26.66 Unrealized +10.6%
CTRA Cabot Oil & Gas Corp Cl A 0.0%
Value ($000) $464 Shares 15,665 Est. Cost $25.81 Unrealized -11.7%
CHKP Check Point Software 0.0%
Value ($000) $452 Shares 5,750 Est. Cost $48.11 Unrealized +54.4%
DVN Devon Energy 0.0%
Value ($000) $451 Shares 7,363 Est. Cost $37.00 Unrealized +11.2%
Johnson Controls Inc 0.0%
Value ($000) $445 Shares 9,199 Est. Cost $42.79 Unrealized
AFL AFLAC 0.0%
Value ($000) $443 Shares 7,258 Est. Cost $21.37 Unrealized +6.2%
DXJ WisdomTree Japan Hedged EQ 0.0%
Value ($000) $441 Shares 8,955 Est. Cost $48.82 Unrealized
OMC Omnicom 0.0%
Value ($000) $440 Shares 5,680 Est. Cost $43.40 Unrealized +15.8%
UPS United Parcel Service Class B 0.0%
Value ($000) $433 Shares 3,899 Est. Cost $58.09 Unrealized +22.1%
IWB iShares Russell 1000 Index 0.0%
Value ($000) $430 Shares 3,751 Est. Cost $91.10 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $429 Shares 6,371 Est. Cost $40.35 Unrealized +22.9%
Enbridge Energy Partners LP 0.0%
Value ($000) $414 Shares 10,386 Est. Cost $30.48 Unrealized
SLGN Silgan Holdings Inc 0.0%
Value ($000) $409 Shares 7,625 Est. Cost $23.91 Unrealized +5.0%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $407 Shares 4,504 Est. Cost $27.50 Unrealized +14.0%
Continental Resources Inc 0.0%
Value ($000) $393 Shares 10,234 Est. Cost $89.60 Unrealized
TSCO Tractor Supply Company 0.0%
Value ($000) $393 Shares 4,980 Est. Cost $10.95 Unrealized +11.3%
SSNGY Samsung Electronics Preferred 0.0%
Value ($000) $373 Shares 790 Est. Cost $479.80 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $372 Shares 2,527 Est. Cost $104.60 Unrealized +9.2%
AIG American International Group 0.0%
Value ($000) $369 Shares 6,597 Est. Cost $32.81 Unrealized +25.4%
Xerox 0.0%
Value ($000) $369 Shares 26,600 Est. Cost $10.04 Unrealized
KFS Kingsway Financial Services In 0.0%
Value ($000) $361 Shares 65,038 Est. Cost $4.50 Unrealized +28.9%
AEM Agnico Eagle Mines Limited 0.0%
Value ($000) $359 Shares 14,410 Est. Cost $23.90 Unrealized -10.1%
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $358 Shares 14,471 Est. Cost $23.15 Unrealized
Ashland Inc 0.0%
Value ($000) $347 Shares 2,896 Est. Cost $83.56 Unrealized
EQT EQT Corp 0.0%
Value ($000) $340 Shares 4,490 Est. Cost $37.67 Unrealized +15.2%
AAXJ iShares MSCI All Cntry Asia ex 0.0%
Value ($000) $336 Shares 5,520 Est. Cost $61.23 Unrealized
PEG Public Service Enterprise 0.0%
Value ($000) $336 Shares 8,104 Est. Cost $26.24 Unrealized +3.8%
DIRECTV Class A 0.0%
Value ($000) $326 Shares 3,762 Est. Cost $65.96 Unrealized
SJM Smucker 0.0%
Value ($000) $320 Shares 3,170 Est. Cost $70.84 Unrealized +3.0%
DVY iShares DJ Select Dividend Ind 0.0%
Value ($000) $317 Shares 3,998 Est. Cost $72.05 Unrealized
GS Goldman Sachs 0.0%
Value ($000) $308 Shares 1,590 Est. Cost $123.99 Unrealized +21.7%
BXP Boston Properties 0.0%
Value ($000) $302 Shares 2,345 Est. Cost $68.35 Unrealized +15.9%
TEVA Teva Pharma ADR 0.0%
Value ($000) $300 Shares 5,208 Est. Cost $52.61 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $299 Shares 4,529 Est. Cost $36.83 Unrealized +13.6%
Buckeye Partners, LP 0.0%
Value ($000) $299 Shares 3,950 Est. Cost $70.48 Unrealized
EES Wisdomtree Smallcap Earnings 0.0%
Value ($000) $294 Shares 3,550 Est. Cost $73.91 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $289 Shares 4,303 Est. Cost $46.22 Unrealized +9.3%
Dunkin Brands 0.0%
Value ($000) $286 Shares 6,702 Est. Cost $43.06 Unrealized
bluebird bio Inc 0.0%
Value ($000) $283 Shares 3,090 Est. Cost $91.59 Unrealized
IWR iShares Russell Midcap ETF 0.0%
Value ($000) $276 Shares 1,652 Est. Cost $159.57 Unrealized
National Instruments 0.0%
Value ($000) $274 Shares 8,812 Est. Cost $27.95 Unrealized
IHE iShares Dow Jones US Pharma In 0.0%
Value ($000) $273 Shares 1,800 Est. Cost $106.54 Unrealized
Ingersoll-Rand PLC 0.0%
Value ($000) $271 Shares 4,280 Est. Cost $55.75 Unrealized
HIG Hartford Financial 0.0%
Value ($000) $271 Shares 6,498 Est. Cost $27.61 Unrealized +13.3%
Southwestern Energy 0.0%
Value ($000) $268 Shares 9,805 Est. Cost $27.33 Unrealized
VGK Vanguard European Stock ETF 0.0%
Value ($000) $266 Shares 5,075 Est. Cost $55.17 Unrealized
Varian Medical 0.0%
Value ($000) $264 Shares 3,050 Est. Cost $67.44 Unrealized
FE First Energy Corp 0.0%
Value ($000) $263 Shares 6,742 Est. Cost $23.07 Unrealized 0.0%
VET Vermilion Energy Inc 0.0%
Value ($000) $262 Shares 5,350 Est. Cost $49.78 Unrealized +4.4%
CSX CSX 0.0%
Value ($000) $252 Shares 6,950 Est. Cost $8.10 Unrealized +21.5%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $250 Shares 6,050 Est. Cost $39.83 Unrealized
XLV Select Sector S&P Health Care 0.0%
Value ($000) $249 Shares 3,641 Est. Cost $63.82 Unrealized
PSX Phillips 66 0.0%
Value ($000) $249 Shares 3,479 Est. Cost $40.74 Unrealized +20.6%
Unilever NV ORD 0.0%
Value ($000) $243 Shares 6,212 Est. Cost $39.28 Unrealized
ALNY Alnylam Pharmaceuticals 0.0%
Value ($000) $242 Shares 2,500 Est. Cost $92.65 Unrealized 0.0%
Reaves Util Income Fd 0.0%
Value ($000) $238 Shares 7,250 Est. Cost $25.41 Unrealized
XEL XCEL Energy 0.0%
Value ($000) $232 Shares 6,450 Est. Cost $23.56 Unrealized 0.0%
EQR Equity Residential 0.0%
Value ($000) $230 Shares 3,200 Est. Cost $39.89 Unrealized 0.0%
Chicago Bridge & Iron Co 0.0%
Value ($000) $230 Shares 5,490 Est. Cost $57.82 Unrealized
AES Tr III CV 6.75% C7/21/08@5 0.0%
Value ($000) $229 Shares 4,500 Est. Cost $51.83 Unrealized
TD Toronto Dominion Bank F 0.0%
Value ($000) $229 Shares 4,789 Est. Cost $45.29 Unrealized +6.5%
MCHP Microchip Technology 0.0%
Value ($000) $226 Shares 5,015 Est. Cost $18.87 Unrealized -8.3%
BEN Franklin Resources 0.0%
Value ($000) $224 Shares 4,038 Est. Cost $33.59 Unrealized -1.1%
EMC 0.0%
Value ($000) $223 Shares 7,497 Est. Cost $29.75 Unrealized
Foundation Medicine Inc 0.0%
Value ($000) $220 Shares 9,895 Est. Cost $22.23 Unrealized
Oneok Partners LP 0.0%
Value ($000) $219 Shares 5,525 Est. Cost $49.59 Unrealized
C Citigroup 0.0%
Value ($000) $216 Shares 3,999 Est. Cost $37.42 Unrealized +5.7%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $215 Shares 2,500 Est. Cost $53.72 Unrealized 0.0%
F Ford Motor 0.0%
Value ($000) $214 Shares 13,809 Est. Cost $9.27 Unrealized -12.0%
Waste Connections 0.0%
Value ($000) $213 Shares 4,835 Est. Cost $43.65 Unrealized
Raytheon 0.0%
Value ($000) $212 Shares 1,963 Est. Cost $108.00 Unrealized
GPC Genuine Parts 0.0%
Value ($000) $212 Shares 1,985 Est. Cost $71.18 Unrealized 0.0%
GlaxoSmithKline PLC 0.0%
Value ($000) $212 Shares 4,953 Est. Cost $49.98 Unrealized
Dresser Rand Group Inc 0.0%
Value ($000) $211 Shares 2,585 Est. Cost $82.31 Unrealized
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $209 Shares 4,310 Est. Cost $48.49 Unrealized
Unilever ADR 0.0%
Value ($000) $208 Shares 5,130 Est. Cost $40.45 Unrealized
GLW Corning 0.0%
Value ($000) $207 Shares 9,011 Est. Cost $15.20 Unrealized 0.0%
BlackRock Inc 0.0%
Value ($000) $206 Shares 577 Est. Cost $357.02 Unrealized
SU Suncor Energy Inc 0.0%
Value ($000) $205 Shares 6,465 Est. Cost $20.42 Unrealized +9.5%
MORN MorningStar Inc 0.0%
Value ($000) $204 Shares 3,160 Est. Cost $68.45 Unrealized -3.2%
Health Care REIT Inc. 0.0%
Value ($000) $202 Shares 2,670 Est. Cost $75.66 Unrealized
XLI Sector SPDR Indl Select of Ben 0.0%
Value ($000) $200 Shares 3,535 Est. Cost $56.58 Unrealized
Royce Value Trust Fund 0.0%
Value ($000) $173 Shares 12,048 Est. Cost $15.19 Unrealized
GTT Communications Inc 0.0%
Value ($000) $165 Shares 12,500 Est. Cost $10.67 Unrealized
Inventure Foods Inc 0.0%
Value ($000) $157 Shares 12,286 Est. Cost $8.35 Unrealized
FLY Leasing Limited 0.0%
Value ($000) $155 Shares 11,775 Est. Cost $16.82 Unrealized
FSP Franklin Street Properties Cor 0.0%
Value ($000) $152 Shares 12,414 Est. Cost $13.20 Unrealized
VLY Valley National Bancorp 0.0%
Value ($000) $145 Shares 14,963 Est. Cost $9.34 Unrealized +3.7%
ELEMENTS Rogers Intl Commodity 0.0%
Value ($000) $133 Shares 21,102 Est. Cost $7.96 Unrealized
ABEV Ambev SA-ADR 0.0%
Value ($000) $63 Shares 10,050 Est. Cost $7.06 Unrealized
Salisbury Bancorp 0.0%
Value ($000) $57 Shares 2,100 Est. Cost $26.19 Unrealized