BRADLEY FOSTER & SARGENT INC/CT Diversified Active

CIK: 0001015086 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 5, 2016

Total Value ($000): $2,184,285 (100.0% shares, 0.0% debt)

Holdings (330)

MSFT Microsoft 3.2%
Value ($000) $69,340 Shares 1,249,820 Est. Cost $31.32 Unrealized +46.6%
GOOGL Alphabet Inc. Class A 2.5%
Value ($000) $54,707 Shares 70,317 Est. Cost $36.73 Unrealized 0.0%
DIS Walt Disney 2.3%
Value ($000) $50,932 Shares 484,694 Est. Cost $62.06 Unrealized +64.7%
AAPL Apple Inc 2.2%
Value ($000) $48,511 Shares 460,872 Est. Cost $19.97 Unrealized +28.9%
JPM J P Morgan Chase 2.2%
Value ($000) $48,177 Shares 729,628 Est. Cost $38.01 Unrealized +30.7%
XOM Exxon Mobil 2.1%
Value ($000) $46,848 Shares 600,996 Est. Cost $53.25 Unrealized -3.5%
United Technologies 2.1%
Value ($000) $46,279 Shares 481,724 Est. Cost $94.49 Unrealized
NSRGY Nestle SA Sponsored ADR 2.1%
Value ($000) $45,953 Shares 617,477 Est. Cost $66.74 Unrealized
PEP Pepsico 2.0%
Value ($000) $44,772 Shares 448,083 Est. Cost $60.92 Unrealized +20.6%
JNJ Johnson & Johnson 2.0%
Value ($000) $44,568 Shares 433,879 Est. Cost $60.46 Unrealized +25.6%
General Electric 2.0%
Value ($000) $43,667 Shares 1,401,828 Est. Cost $24.20 Unrealized
NVS Novartis A G ADR 2.0%
Value ($000) $43,653 Shares 507,357 Est. Cost $73.11 Unrealized
TMO Thermo Fisher Scientific 1.9%
Value ($000) $40,679 Shares 286,775 Est. Cost $109.36 Unrealized +18.4%
DHR Danaher 1.7%
Value ($000) $37,367 Shares 402,315 Est. Cost $29.63 Unrealized +29.0%
PG Procter & Gamble 1.6%
Value ($000) $35,649 Shares 448,923 Est. Cost $55.24 Unrealized +4.9%
MRK Merck 1.5%
Value ($000) $32,915 Shares 623,156 Est. Cost $33.91 Unrealized +8.4%
WFC Wells Fargo 1.5%
Value ($000) $32,279 Shares 593,808 Est. Cost $29.54 Unrealized +38.3%
NKE Nike Inc Class B 1.4%
Value ($000) $31,424 Shares 502,787 Est. Cost $44.43 Unrealized +27.5%
MRSH Marsh & McLennan 1.4%
Value ($000) $31,132 Shares 561,449 Est. Cost $31.19 Unrealized +48.8%
MKC McCormick 1.4%
Value ($000) $29,699 Shares 347,117 Est. Cost $28.27 Unrealized +23.1%
SLB Schlumberger 1.2%
Value ($000) $26,565 Shares 380,864 Est. Cost $54.90 Unrealized +2.2%
MA Mastercard Inc Cl A 1.1%
Value ($000) $24,789 Shares 254,607 Est. Cost $83.74 Unrealized +10.1%
MCD McDonalds 1.1%
Value ($000) $23,742 Shares 200,963 Est. Cost $71.80 Unrealized +21.5%
O Realty Income Corp 1.1%
Value ($000) $23,419 Shares 453,588 Est. Cost $25.09 Unrealized +18.6%
Spectra Energy 1.1%
Value ($000) $23,401 Shares 977,470 Est. Cost $33.62 Unrealized
AMZN Amazon.Com 1.1%
Value ($000) $23,243 Shares 34,389 Est. Cost $17.10 Unrealized +84.4%
MTB M&T Bank 1.1%
Value ($000) $23,164 Shares 191,153 Est. Cost $77.21 Unrealized +18.7%
HD Home Depot 1.0%
Value ($000) $22,917 Shares 173,283 Est. Cost $57.13 Unrealized +75.0%
MDLZ Mondelez International 1.0%
Value ($000) $22,669 Shares 505,551 Est. Cost $26.64 Unrealized +33.2%
LMT Lockheed Martin 1.0%
Value ($000) $22,083 Shares 101,694 Est. Cost $115.57 Unrealized +43.1%
BUD Anheuser-Busch InBev NV ADR 1.0%
Value ($000) $21,837 Shares 174,699 Est. Cost $91.34 Unrealized
Walgreens Boots Alliance Inc 1.0%
Value ($000) $21,554 Shares 253,117 Est. Cost $76.20 Unrealized
Ansys 1.0%
Value ($000) $21,442 Shares 231,801 Est. Cost $75.56 Unrealized
TJX TJX Corp 1.0%
Value ($000) $21,317 Shares 300,624 Est. Cost $23.70 Unrealized +30.4%
CVS CVS Health Corp 1.0%
Value ($000) $21,044 Shares 215,239 Est. Cost $68.09 Unrealized +6.6%
STZ Constellation Brands Inc Cl A 0.9%
Value ($000) $20,266 Shares 142,278 Est. Cost $49.03 Unrealized +142.0%
KO Coca Cola 0.9%
Value ($000) $20,047 Shares 466,653 Est. Cost $27.86 Unrealized +10.7%
Nielsen Holdings PLC 0.9%
Value ($000) $19,938 Shares 427,851 Est. Cost $44.47 Unrealized
Costco 0.9%
Value ($000) $19,775 Shares 122,448 Est. Cost $115.49 Unrealized
ABT Abbott Labs 0.9%
Value ($000) $19,475 Shares 433,648 Est. Cost $28.87 Unrealized +26.6%
CNI Canadian National Railway 0.8%
Value ($000) $17,760 Shares 317,826 Est. Cost $41.97 Unrealized +15.7%
CHD Church & Dwight 0.8%
Value ($000) $17,623 Shares 207,621 Est. Cost $29.75 Unrealized +26.1%
Magellan Midstream Partners LP 0.8%
Value ($000) $17,345 Shares 255,372 Est. Cost $55.51 Unrealized
MDT Medtronic PLC 0.8%
Value ($000) $17,022 Shares 221,290 Est. Cost $58.10 Unrealized +0.8%
Raytheon 0.8%
Value ($000) $16,805 Shares 134,944 Est. Cost $124.02 Unrealized
UNP Union Pacific 0.8%
Value ($000) $16,787 Shares 214,666 Est. Cost $71.48 Unrealized -4.5%
GILD Gilead Sciences 0.7%
Value ($000) $15,074 Shares 148,964 Est. Cost $51.94 Unrealized +40.4%
Brookfield Asset Management In 0.7%
Value ($000) $14,937 Shares 473,743 Est. Cost $36.83 Unrealized
ADP Automatic Data Processing 0.7%
Value ($000) $14,924 Shares 176,154 Est. Cost $45.73 Unrealized +51.2%
MMM 3M Company 0.7%
Value ($000) $14,346 Shares 95,236 Est. Cost $68.58 Unrealized +34.3%
CL Colgate-Palmolive 0.6%
Value ($000) $14,166 Shares 212,640 Est. Cost $47.02 Unrealized +11.7%
GOOG Alphabet Inc. Class C 0.6%
Value ($000) $14,130 Shares 18,619 Est. Cost $35.61 Unrealized 0.0%
VZ Verizon 0.6%
Value ($000) $13,992 Shares 302,731 Est. Cost $26.33 Unrealized +2.3%
ECL Ecolab 0.6%
Value ($000) $13,751 Shares 120,222 Est. Cost $92.79 Unrealized +13.4%
BIIB Biogen Inc 0.6%
Value ($000) $13,628 Shares 44,484 Est. Cost $294.29 Unrealized -2.4%
ZTS Zoetis Inc 0.6%
Value ($000) $13,542 Shares 282,601 Est. Cost $30.89 Unrealized +35.1%
DE Deere 0.6%
Value ($000) $13,442 Shares 176,246 Est. Cost $68.03 Unrealized -4.4%
APH Amphenol 0.6%
Value ($000) $13,215 Shares 253,020 Est. Cost $10.47 Unrealized +15.9%
PFE Pfizer 0.6%
Value ($000) $12,763 Shares 395,394 Est. Cost $16.78 Unrealized +21.4%
EWBC East West Bancorp 0.6%
Value ($000) $12,454 Shares 299,657 Est. Cost $23.82 Unrealized +36.7%
Spirit Realty Capital Inc. 0.6%
Value ($000) $12,319 Shares 1,229,445 Est. Cost $10.20 Unrealized
USB US Bancorp 0.6%
Value ($000) $12,134 Shares 284,366 Est. Cost $23.70 Unrealized +24.9%
Celgene Corp 0.5%
Value ($000) $11,982 Shares 100,046 Est. Cost $109.10 Unrealized
BRK/B Berkshire Hathaway Cl B 0.5%
Value ($000) $11,674 Shares 88,410 Est. Cost $121.33 Unrealized +10.6%
AXP American Express 0.5%
Value ($000) $11,613 Shares 166,975 Est. Cost $61.29 Unrealized +2.6%
Macquarie Infrastructure Corp 0.5%
Value ($000) $11,597 Shares 159,739 Est. Cost $54.97 Unrealized
Level 3 Communications 0.5%
Value ($000) $11,393 Shares 209,577 Est. Cost $44.20 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $11,092 Shares 123,304 Est. Cost $72.26 Unrealized -19.1%
IBM International Business Machine 0.5%
Value ($000) $10,914 Shares 79,303 Est. Cost $117.02 Unrealized -25.2%
LOW Lowes 0.5%
Value ($000) $10,846 Shares 142,638 Est. Cost $32.99 Unrealized +87.1%
ES Eversource Energy 0.5%
Value ($000) $10,835 Shares 212,158 Est. Cost $36.21 Unrealized -0.9%
ABBV Abbvie Inc 0.5%
Value ($000) $10,828 Shares 182,780 Est. Cost $28.12 Unrealized +35.0%
Du Pont 0.4%
Value ($000) $9,807 Shares 147,247 Est. Cost $53.36 Unrealized
SABR Sabre Corp 0.4%
Value ($000) $9,169 Shares 327,827 Est. Cost $25.56 Unrealized +13.3%
EPD Enterprise Products LP 0.4%
Value ($000) $8,975 Shares 350,842 Est. Cost $50.89 Unrealized
GLD SPDR Gold Shares 0.4%
Value ($000) $8,675 Shares 85,503 Est. Cost $119.45 Unrealized
TDG Transdigm Group Inc 0.4%
Value ($000) $8,600 Shares 37,644 Est. Cost $140.66 Unrealized 0.0%
BMY Bristol-Myers Squibb 0.4%
Value ($000) $8,054 Shares 117,075 Est. Cost $32.49 Unrealized +43.7%
CAT Caterpillar 0.4%
Value ($000) $7,948 Shares 116,957 Est. Cost $61.42 Unrealized -11.1%
SBUX Starbucks 0.4%
Value ($000) $7,942 Shares 132,298 Est. Cost $35.32 Unrealized +39.9%
FAST Fastenal 0.3%
Value ($000) $7,497 Shares 183,660 Est. Cost $7.97 Unrealized -5.5%
KMB Kimberly-Clark 0.3%
Value ($000) $7,278 Shares 57,169 Est. Cost $63.66 Unrealized +33.5%
TE Connectivity Limited 0.3%
Value ($000) $7,246 Shares 112,150 Est. Cost $64.14 Unrealized
Chubb 0.3%
Value ($000) $7,165 Shares 54,020 Est. Cost $87.45 Unrealized
STT State Street 0.3%
Value ($000) $6,883 Shares 103,716 Est. Cost $46.04 Unrealized +12.7%
PII Polaris Industries Inc 0.3%
Value ($000) $6,855 Shares 79,755 Est. Cost $135.73 Unrealized -21.9%
KHC Kraft Heinz Co 0.3%
Value ($000) $6,783 Shares 93,217 Est. Cost $47.82 Unrealized -1.6%
CTSH Cognizant Technology Solutions 0.3%
Value ($000) $5,935 Shares 98,885 Est. Cost $44.16 Unrealized +29.4%
WPC WP Carey Inc 0.3%
Value ($000) $5,887 Shares 99,786 Est. Cost $64.75 Unrealized
AZO AutoZone Inc 0.2%
Value ($000) $5,449 Shares 7,345 Est. Cost $509.67 Unrealized +49.7%
Genesee & Wyoming CL A Class A 0.2%
Value ($000) $5,443 Shares 101,371 Est. Cost $71.73 Unrealized
Jarden Corp 0.2%
Value ($000) $5,408 Shares 94,675 Est. Cost $52.74 Unrealized
HSIC Henry Schein 0.2%
Value ($000) $5,034 Shares 31,823 Est. Cost $36.66 Unrealized +62.2%
Dr Pepper Snapple Group Inc 0.2%
Value ($000) $5,021 Shares 53,874 Est. Cost $69.77 Unrealized
EOG EOG Resources 0.2%
Value ($000) $4,922 Shares 69,529 Est. Cost $72.88 Unrealized -17.9%
INTC Intel 0.2%
Value ($000) $4,918 Shares 142,756 Est. Cost $17.47 Unrealized +52.5%
HON Honeywell International 0.2%
Value ($000) $4,576 Shares 44,183 Est. Cost $59.12 Unrealized +25.7%
RBC Bearings Inc. 0.2%
Value ($000) $4,549 Shares 70,431 Est. Cost $59.39 Unrealized
GIS General Mills 0.2%
Value ($000) $4,345 Shares 75,356 Est. Cost $31.98 Unrealized +26.5%
Columbia Pipeline Group 0.2%
Value ($000) $4,300 Shares 215,000 Est. Cost $18.29 Unrealized
Stericycle 0.2%
Value ($000) $4,234 Shares 35,105 Est. Cost $110.43 Unrealized
D Dominion Resources 0.2%
Value ($000) $4,198 Shares 62,066 Est. Cost $34.53 Unrealized +29.1%
NI Nisource 0.2%
Value ($000) $4,195 Shares 215,000 Est. Cost $7.81 Unrealized +78.6%
Whole Foods Market 0.2%
Value ($000) $4,096 Shares 122,255 Est. Cost $39.41 Unrealized
NEE NextEra Energy 0.2%
Value ($000) $4,095 Shares 39,414 Est. Cost $14.54 Unrealized +34.1%
APD Air Products & Chemicals Inc 0.2%
Value ($000) $4,064 Shares 31,234 Est. Cost $71.41 Unrealized +37.2%
1/100 Berkshire Hathaway Class 0.2%
Value ($000) $3,956 Shares 2,000 Est. Cost $1832.18 Unrealized
SYK Stryker 0.2%
Value ($000) $3,950 Shares 42,498 Est. Cost $58.36 Unrealized +46.0%
OLED Universal Display Corporation 0.2%
Value ($000) $3,746 Shares 68,810 Est. Cost $39.62 Unrealized +5.4%
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $3,631 Shares 34,019 Est. Cost $60.35 Unrealized +34.4%
VIG Vanguard Dividend Appreciation 0.2%
Value ($000) $3,623 Shares 46,589 Est. Cost $67.15 Unrealized
HCP Inc 0.2%
Value ($000) $3,578 Shares 93,573 Est. Cost $43.15 Unrealized
Plum Creek Timber Co 0.2%
Value ($000) $3,538 Shares 74,150 Est. Cost $46.36 Unrealized
CSCO Cisco Systems 0.2%
Value ($000) $3,398 Shares 125,147 Est. Cost $17.88 Unrealized +12.8%
DXJ WisdomTree Japan Hedged EQ 0.2%
Value ($000) $3,374 Shares 67,382 Est. Cost $54.92 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $3,267 Shares 68,303 Est. Cost $40.30 Unrealized -9.4%
SSNC SS & C Technologies 0.1%
Value ($000) $3,213 Shares 47,070 Est. Cost $25.70 Unrealized +38.1%
UTL Unitil Corp 0.1%
Value ($000) $3,177 Shares 88,534 Est. Cost $29.13 Unrealized +23.3%
META Facebook Inc 0.1%
Value ($000) $3,154 Shares 30,137 Est. Cost $84.49 Unrealized +20.7%
TRV The Travelers Companies Inc 0.1%
Value ($000) $3,130 Shares 27,730 Est. Cost $63.56 Unrealized +39.8%
Express Scripts Holding Compan 0.1%
Value ($000) $3,101 Shares 35,472 Est. Cost $73.90 Unrealized
OXY Occidental Petroleum 0.1%
Value ($000) $3,050 Shares 45,108 Est. Cost $57.88 Unrealized -7.7%
Praxair 0.1%
Value ($000) $3,043 Shares 29,713 Est. Cost $116.67 Unrealized
LLY Eli Lilly 0.1%
Value ($000) $3,031 Shares 35,976 Est. Cost $44.53 Unrealized +56.5%
CMCSA Comcast Cl A 0.1%
Value ($000) $2,925 Shares 51,842 Est. Cost $19.66 Unrealized +20.9%
CIGNA 0.1%
Value ($000) $2,878 Shares 19,668 Est. Cost $73.19 Unrealized
EFA MSCI EAFE IShares Index Fund 0.1%
Value ($000) $2,873 Shares 48,927 Est. Cost $63.13 Unrealized
VGK Vanguard European Stock ETF 0.1%
Value ($000) $2,784 Shares 55,812 Est. Cost $53.68 Unrealized
BA Boeing 0.1%
Value ($000) $2,752 Shares 19,037 Est. Cost $122.35 Unrealized +5.3%
ADI Analog Devices 0.1%
Value ($000) $2,749 Shares 49,700 Est. Cost $34.60 Unrealized +39.0%
CME CME Group Inc 0.1%
Value ($000) $2,740 Shares 30,241 Est. Cost $40.54 Unrealized +55.4%
T AT & T 0.1%
Value ($000) $2,513 Shares 73,031 Est. Cost $11.61 Unrealized +7.1%
SPG Simon Property Group 0.1%
Value ($000) $2,512 Shares 12,921 Est. Cost $88.66 Unrealized +30.7%
NVR Inc 0.1%
Value ($000) $2,509 Shares 1,527 Est. Cost $1542.31 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $2,426 Shares 15,744 Est. Cost $86.64 Unrealized +42.5%
BAC Bank of America 0.1%
Value ($000) $2,370 Shares 140,806 Est. Cost $12.04 Unrealized +12.6%
Royal Dutch Shell A ADRF ADR 0.1%
Value ($000) $2,353 Shares 51,381 Est. Cost $78.94 Unrealized
DAL Delta Airlines 0.1%
Value ($000) $2,332 Shares 46,007 Est. Cost $33.87 Unrealized +29.0%
TXN Texas Instruments 0.1%
Value ($000) $2,307 Shares 42,090 Est. Cost $37.78 Unrealized +11.9%
Monsanto 0.1%
Value ($000) $2,279 Shares 23,135 Est. Cost $98.80 Unrealized
SPY SPDR S&P 500 ETF Index 0.1%
Value ($000) $2,253 Shares 11,050 Est. Cost $168.27 Unrealized
VTI Vanguard Total Stock Market Vi 0.1%
Value ($000) $2,169 Shares 20,797 Est. Cost $95.75 Unrealized
Time Warner Cable 0.1%
Value ($000) $2,108 Shares 11,360 Est. Cost $112.47 Unrealized
SHW Sherwin-Williams 0.1%
Value ($000) $2,099 Shares 8,085 Est. Cost $65.37 Unrealized +20.4%
VGT Vanguard Information Techology 0.1%
Value ($000) $2,084 Shares 19,243 Est. Cost $105.65 Unrealized
Aetna 0.1%
Value ($000) $2,062 Shares 19,072 Est. Cost $67.14 Unrealized
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $2,057 Shares 35,421 Est. Cost $55.76 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $2,050 Shares 35,220 Est. Cost $20.04 Unrealized +47.1%
V Visa Incorporated 0.1%
Value ($000) $2,046 Shares 26,377 Est. Cost $60.17 Unrealized +19.9%
Hess Corporation 0.1%
Value ($000) $1,964 Shares 40,516 Est. Cost $66.49 Unrealized
ADBE Adobe Systems 0.1%
Value ($000) $1,900 Shares 20,225 Est. Cost $65.21 Unrealized +37.8%
PM Philip Morris International 0.1%
Value ($000) $1,891 Shares 21,506 Est. Cost $48.21 Unrealized +8.4%
PAA Plains All American Pipeline L 0.1%
Value ($000) $1,883 Shares 81,522 Est. Cost $54.57 Unrealized
ACN Accenture Plc Class A F 0.1%
Value ($000) $1,866 Shares 17,860 Est. Cost $64.54 Unrealized +39.4%
TSCO Tractor Supply Company 0.1%
Value ($000) $1,833 Shares 21,440 Est. Cost $14.21 Unrealized +7.0%
NSC Norfolk Southern 0.1%
Value ($000) $1,805 Shares 21,333 Est. Cost $57.76 Unrealized +19.7%
DHI D R Horton Inc 0.1%
Value ($000) $1,801 Shares 56,235 Est. Cost $22.19 Unrealized +25.6%
BABA Alibaba Group Holding-SP ADR 0.1%
Value ($000) $1,794 Shares 22,075 Est. Cost $81.27 Unrealized
ORCL Oracle 0.1%
Value ($000) $1,793 Shares 49,085 Est. Cost $31.45 Unrealized +4.3%
VBK Vanguard Small Cap Growth 0.1%
Value ($000) $1,693 Shares 13,937 Est. Cost $117.03 Unrealized
VDE Vanguard Energy ETF 0.1%
Value ($000) $1,550 Shares 18,652 Est. Cost $92.40 Unrealized
Anadarko 0.1%
Value ($000) $1,536 Shares 31,625 Est. Cost $89.26 Unrealized
Potash Corp of Saskatchewan 0.1%
Value ($000) $1,533 Shares 89,537 Est. Cost $30.91 Unrealized
PCH Potlatch Corporation 0.1%
Value ($000) $1,446 Shares 47,826 Est. Cost $38.71 Unrealized
FISV Fiserv 0.1%
Value ($000) $1,394 Shares 15,240 Est. Cost $25.08 Unrealized +87.2%
BRK/A Berkshire Hathaway Cl A 0.1%
Value ($000) $1,385 Shares 7 Est. Cost $165023.42 Unrealized +22.0%
BK Bank of New York Mellon 0.1%
Value ($000) $1,383 Shares 33,563 Est. Cost $23.13 Unrealized +40.4%
DUK Duke Energy 0.1%
Value ($000) $1,370 Shares 19,186 Est. Cost $42.07 Unrealized +10.2%
COP Conoco Phillips 0.1%
Value ($000) $1,350 Shares 28,921 Est. Cost $42.40 Unrealized -9.5%
PYPL PayPal Holdings 0.1%
Value ($000) $1,294 Shares 35,752 Est. Cost $35.85 Unrealized -1.8%
Vantiv, Inc 0.1%
Value ($000) $1,289 Shares 27,190 Est. Cost $38.15 Unrealized
Luxottica Group ADR 0.1%
Value ($000) $1,275 Shares 19,652 Est. Cost $53.54 Unrealized
WMT Wal-Mart 0.1%
Value ($000) $1,254 Shares 20,455 Est. Cost $20.03 Unrealized -17.0%
New Relic Inc 0.1%
Value ($000) $1,253 Shares 34,399 Est. Cost $36.43 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $1,215 Shares 12,300 Est. Cost $93.91 Unrealized
Energy Transfer Partners LP 0.1%
Value ($000) $1,144 Shares 33,925 Est. Cost $56.06 Unrealized
TGT Target 0.1%
Value ($000) $1,138 Shares 15,669 Est. Cost $48.88 Unrealized +13.0%
VEA Vanguard FTSE ETF Developed Ma 0.1%
Value ($000) $1,115 Shares 30,359 Est. Cost $40.15 Unrealized
EEM iShares MSCI Emerg Mkts ETF 0.1%
Value ($000) $1,104 Shares 34,296 Est. Cost $39.67 Unrealized
WBS Webster Financial 0.0%
Value ($000) $1,068 Shares 28,718 Est. Cost $23.78 Unrealized +59.2%
UNH United Health Group 0.0%
Value ($000) $1,065 Shares 9,052 Est. Cost $67.94 Unrealized +46.1%
Peoples United Financial Inc 0.0%
Value ($000) $1,049 Shares 64,948 Est. Cost $15.13 Unrealized
DEO Diageo Plc ADR 0.0%
Value ($000) $1,016 Shares 9,317 Est. Cost $116.61 Unrealized
HSBC HSBC Holding Plc 0.0%
Value ($000) $988 Shares 25,036 Est. Cost $53.66 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $968 Shares 48,846 Est. Cost $18.60 Unrealized
Dunkin Brands 0.0%
Value ($000) $960 Shares 22,542 Est. Cost $45.01 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $948 Shares 17,700 Est. Cost $64.38 Unrealized -14.1%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $939 Shares 11,778 Est. Cost $69.17 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $931 Shares 23,015 Est. Cost $31.27 Unrealized -14.0%
Avangrid Inc 0.0%
Value ($000) $922 Shares 24,000 Est. Cost $38.42 Unrealized
Alerian MLP 0.0%
Value ($000) $915 Shares 75,951 Est. Cost $16.59 Unrealized
Baxalta Inc 0.0%
Value ($000) $904 Shares 23,170 Est. Cost $31.51 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $902 Shares 9,728 Est. Cost $51.13 Unrealized +39.6%
JBHT Hunt JB Transport Services 0.0%
Value ($000) $893 Shares 12,175 Est. Cost $65.67 Unrealized +4.1%
BAX Baxter International 0.0%
Value ($000) $893 Shares 23,420 Est. Cost $31.29 Unrealized -0.8%
WRB WR Berkley Corporation 0.0%
Value ($000) $887 Shares 16,206 Est. Cost $10.13 Unrealized +28.1%
PPG PPG Industries 0.0%
Value ($000) $865 Shares 8,751 Est. Cost $78.46 Unrealized +7.1%
SYY Sysco 0.0%
Value ($000) $847 Shares 20,647 Est. Cost $24.61 Unrealized +27.9%
CATY Cathay Bancorp 0.0%
Value ($000) $815 Shares 26,019 Est. Cost $14.21 Unrealized +64.6%
AJG Arthur J Gallagher 0.0%
Value ($000) $814 Shares 19,890 Est. Cost $35.57 Unrealized +1.2%
TFX Teleflex 0.0%
Value ($000) $810 Shares 6,160 Est. Cost $99.45 Unrealized +22.8%
GS Goldman Sachs 0.0%
Value ($000) $808 Shares 4,485 Est. Cost $147.60 Unrealized +2.4%
GD General Dynamics 0.0%
Value ($000) $806 Shares 5,865 Est. Cost $86.86 Unrealized +32.0%
ISRG Intuitive Surgical 0.0%
Value ($000) $788 Shares 1,443 Est. Cost $55.09 Unrealized +2.0%
PAYX Paychex 0.0%
Value ($000) $772 Shares 14,587 Est. Cost $25.15 Unrealized +53.3%
Patterson Companies Inc 0.0%
Value ($000) $762 Shares 16,845 Est. Cost $43.81 Unrealized
QCOM Qualcomm 0.0%
Value ($000) $755 Shares 15,104 Est. Cost $47.88 Unrealized -16.5%
ROST Ross Stores 0.0%
Value ($000) $748 Shares 13,900 Est. Cost $38.23 Unrealized +21.0%
Dow Chemical 0.0%
Value ($000) $740 Shares 14,369 Est. Cost $32.85 Unrealized
Kellogg 0.0%
Value ($000) $735 Shares 10,169 Est. Cost $38.95 Unrealized +17.3%
VFC V F Corp 0.0%
Value ($000) $734 Shares 11,798 Est. Cost $56.99 Unrealized +9.5%
Linkedin Corp A 0.0%
Value ($000) $722 Shares 3,207 Est. Cost $225.13 Unrealized
UPS United Parcel Service Class B 0.0%
Value ($000) $713 Shares 7,405 Est. Cost $66.72 Unrealized +5.8%
AMGN Amgen 0.0%
Value ($000) $697 Shares 4,292 Est. Cost $81.71 Unrealized +42.6%
COF Capital One 0.0%
Value ($000) $694 Shares 9,619 Est. Cost $57.61 Unrealized +10.8%
AEM Agnico Eagle Mines Limited 0.0%
Value ($000) $690 Shares 26,244 Est. Cost $24.49 Unrealized -7.3%
VWO Vanguard Emerging Markets Stoc 0.0%
Value ($000) $666 Shares 20,361 Est. Cost $38.97 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $640 Shares 6,236 Est. Cost $84.85 Unrealized +6.1%
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $640 Shares 5,684 Est. Cost $102.67 Unrealized
BIDU Baidu Inc 0.0%
Value ($000) $627 Shares 3,315 Est. Cost $177.45 Unrealized
MET Metlife Inc 0.0%
Value ($000) $619 Shares 12,845 Est. Cost $25.39 Unrealized +22.9%
Privatebancorp 0.0%
Value ($000) $617 Shares 15,045 Est. Cost $39.49 Unrealized
Kansas City Southern Inds 0.0%
Value ($000) $608 Shares 8,147 Est. Cost $103.31 Unrealized
Core Laboratories NV 0.0%
Value ($000) $603 Shares 5,545 Est. Cost $104.63 Unrealized
EBAY Ebay 0.0%
Value ($000) $598 Shares 21,750 Est. Cost $20.38 Unrealized +20.6%
HCSG Healthcare Services 0.0%
Value ($000) $592 Shares 16,970 Est. Cost $23.05 Unrealized +57.7%
Coach Incorporated 0.0%
Value ($000) $589 Shares 18,000 Est. Cost $35.61 Unrealized
AWK American Water Works Company I 0.0%
Value ($000) $584 Shares 9,780 Est. Cost $32.07 Unrealized +47.9%
CDK Global Inc 0.0%
Value ($000) $579 Shares 12,193 Est. Cost $40.76 Unrealized
HII Huntington Ingalls Industries 0.0%
Value ($000) $576 Shares 4,540 Est. Cost $95.22 Unrealized +6.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $540 Shares 36,164 Est. Cost $22.36 Unrealized -36.1%
AFL AFLAC 0.0%
Value ($000) $531 Shares 8,858 Est. Cost $22.25 Unrealized +10.2%
CFR Cullen/Frost Bankers 0.0%
Value ($000) $526 Shares 8,760 Est. Cost $43.57 Unrealized +13.0%
CTRA Cabot Oil & Gas Corp Cl A 0.0%
Value ($000) $517 Shares 29,204 Est. Cost $21.66 Unrealized -32.7%
IWF iShares Tr Russell 1000 Growth 0.0%
Value ($000) $514 Shares 5,167 Est. Cost $81.63 Unrealized
INTU Intuit 0.0%
Value ($000) $496 Shares 5,140 Est. Cost $55.35 Unrealized +61.4%
CCOI Cogent Communications Group 0.0%
Value ($000) $494 Shares 14,233 Est. Cost $15.87 Unrealized +23.7%
Cimarex Energy Co 0.0%
Value ($000) $494 Shares 5,529 Est. Cost $110.80 Unrealized
CHRW CH Robinson 0.0%
Value ($000) $487 Shares 7,845 Est. Cost $44.62 Unrealized +18.5%
VTR Ventas Inc REIT 0.0%
Value ($000) $486 Shares 8,614 Est. Cost $46.65 Unrealized -25.2%
LNC Lincoln National 0.0%
Value ($000) $477 Shares 9,500 Est. Cost $35.63 Unrealized +0.2%
GWW Grainger W W 0.0%
Value ($000) $473 Shares 2,335 Est. Cost $212.91 Unrealized -17.9%
HSY Hershey Foods 0.0%
Value ($000) $467 Shares 5,227 Est. Cost $70.21 Unrealized +0.2%
Donnelley RR 0.0%
Value ($000) $456 Shares 31,000 Est. Cost $16.54 Unrealized
CHKP Check Point Software 0.0%
Value ($000) $456 Shares 5,600 Est. Cost $48.11 Unrealized +72.3%
NTRS Northern Trust Corp 0.0%
Value ($000) $452 Shares 6,271 Est. Cost $40.35 Unrealized +35.4%
NOC Northrop Grumman 0.0%
Value ($000) $447 Shares 2,368 Est. Cost $106.46 Unrealized +46.2%
IPGP IPG Photonics Corp 0.0%
Value ($000) $443 Shares 4,965 Est. Cost $85.71 Unrealized 0.0%
IP International Paper 0.0%
Value ($000) $441 Shares 11,696 Est. Cost $26.16 Unrealized -4.9%
AMT Amer Tower Cl A 0.0%
Value ($000) $441 Shares 4,550 Est. Cost $62.77 Unrealized +21.0%
PacWest Bancorp 0.0%
Value ($000) $437 Shares 10,130 Est. Cost $46.75 Unrealized
Delphi Automotive 0.0%
Value ($000) $433 Shares 5,050 Est. Cost $85.74 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $426 Shares 5,837 Est. Cost $39.21 Unrealized +10.4%
Discover Financial Services 0.0%
Value ($000) $422 Shares 7,869 Est. Cost $53.63 Unrealized
OMC Omnicom 0.0%
Value ($000) $422 Shares 5,580 Est. Cost $43.90 Unrealized +18.5%
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $409 Shares 3,840 Est. Cost $64.79 Unrealized +39.2%
AIG American International Group 0.0%
Value ($000) $409 Shares 6,602 Est. Cost $33.44 Unrealized +41.5%
WMB Williams Cos 0.0%
Value ($000) $406 Shares 15,800 Est. Cost $30.14 Unrealized -35.1%
Inphi Corp 0.0%
Value ($000) $405 Shares 15,000 Est. Cost $22.87 Unrealized
IWB iShares Russell 1000 Index 0.0%
Value ($000) $397 Shares 3,501 Est. Cost $96.12 Unrealized
Royce Value Trust Fund 0.0%
Value ($000) $393 Shares 33,410 Est. Cost $12.79 Unrealized
SJM Smucker 0.0%
Value ($000) $391 Shares 3,170 Est. Cost $70.84 Unrealized +24.1%
SIG Signet Jewelers Ltd 0.0%
Value ($000) $390 Shares 3,150 Est. Cost $109.36 Unrealized +1.4%
China Life Insurance Company A 0.0%
Value ($000) $384 Shares 24,006 Est. Cost $28.41 Unrealized
TGNA TEGNA Inc 0.0%
Value ($000) $373 Shares 14,600 Est. Cost $18.83 Unrealized -10.2%
Unilever NV ORD 0.0%
Value ($000) $370 Shares 8,532 Est. Cost $40.10 Unrealized
Apache 0.0%
Value ($000) $364 Shares 8,187 Est. Cost $83.94 Unrealized
FEI Company 0.0%
Value ($000) $361 Shares 4,530 Est. Cost $80.30 Unrealized
Johnson Controls Inc 0.0%
Value ($000) $349 Shares 8,838 Est. Cost $42.95 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $342 Shares 5,329 Est. Cost $38.79 Unrealized +15.0%
WLK Westlake Chemical Corp 0.0%
Value ($000) $341 Shares 6,276 Est. Cost $49.96 Unrealized -0.4%
CCJ Cameco Corporation 0.0%
Value ($000) $334 Shares 27,060 Est. Cost $12.21 Unrealized -4.5%
WDFC WD-40 Co 0.0%
Value ($000) $313 Shares 3,170 Est. Cost $75.33 Unrealized +9.9%
LECO Lincoln Electric 0.0%
Value ($000) $313 Shares 6,035 Est. Cost $61.07 Unrealized -8.9%
F Ford Motor 0.0%
Value ($000) $306 Shares 21,752 Est. Cost $8.91 Unrealized -6.4%
TEVA Teva Pharma ADR 0.0%
Value ($000) $305 Shares 4,650 Est. Cost $52.96 Unrealized
SO Southern Co 0.0%
Value ($000) $301 Shares 6,439 Est. Cost $26.66 Unrealized +11.1%
IHE iShares Dow Jones US Pharma In 0.0%
Value ($000) $301 Shares 1,860 Est. Cost $108.32 Unrealized
GTT Communications Inc 0.0%
Value ($000) $299 Shares 17,500 Est. Cost $12.71 Unrealized
KFS Kingsway Financial Services In 0.0%
Value ($000) $297 Shares 65,038 Est. Cost $4.50 Unrealized +0.2%
PEG Public Service Enterprise 0.0%
Value ($000) $296 Shares 7,662 Est. Cost $26.49 Unrealized +6.4%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $294 Shares 19,310 Est. Cost $6.50 Unrealized 0.0%
Ashland Inc 0.0%
Value ($000) $292 Shares 2,846 Est. Cost $83.56 Unrealized
PBA Pembina Pipeline Corporation 0.0%
Value ($000) $276 Shares 12,688 Est. Cost $16.65 Unrealized -15.6%
RPM RPM International Inc 0.0%
Value ($000) $274 Shares 6,230 Est. Cost $36.96 Unrealized +21.8%
National Instruments 0.0%
Value ($000) $273 Shares 9,512 Est. Cost $28.04 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $271 Shares 3,803 Est. Cost $46.22 Unrealized +19.0%
AAL American Airlines Group Inc 0.0%
Value ($000) $268 Shares 6,326 Est. Cost $48.17 Unrealized -14.1%
HWC Hancock Holding 0.0%
Value ($000) $264 Shares 10,500 Est. Cost $28.84 Unrealized -5.4%
PSX Phillips 66 0.0%
Value ($000) $262 Shares 3,198 Est. Cost $40.74 Unrealized +45.0%
EQR Equity Residential 0.0%
Value ($000) $261 Shares 3,200 Est. Cost $39.89 Unrealized +17.3%
C Citigroup 0.0%
Value ($000) $261 Shares 5,039 Est. Cost $40.41 Unrealized -1.9%
UNFI United Natural Foods 0.0%
Value ($000) $260 Shares 6,600 Est. Cost $52.45 Unrealized -10.7%
XLK Select Sector S&P Technology I 0.0%
Value ($000) $259 Shares 6,050 Est. Cost $39.83 Unrealized
Qihoo 360 Technology Co Ltd AD 0.0%
Value ($000) $255 Shares 3,500 Est. Cost $72.86 Unrealized
MORN MorningStar Inc 0.0%
Value ($000) $254 Shares 3,160 Est. Cost $68.45 Unrealized +18.4%
IWD iShares Russell 1000 Value Ind 0.0%
Value ($000) $247 Shares 2,521 Est. Cost $98.92 Unrealized
Precision Cast Parts 0.0%
Value ($000) $247 Shares 1,065 Est. Cost $226.66 Unrealized
BXP Boston Properties 0.0%
Value ($000) $246 Shares 1,925 Est. Cost $68.85 Unrealized +19.3%
Archrock Parnters LP 0.0%
Value ($000) $246 Shares 20,000 Est. Cost $12.30 Unrealized
Buckeye Partners, LP 0.0%
Value ($000) $243 Shares 3,680 Est. Cost $70.48 Unrealized
GLW Corning 0.0%
Value ($000) $242 Shares 13,235 Est. Cost $15.55 Unrealized -10.9%
Varian Medical 0.0%
Value ($000) $242 Shares 3,000 Est. Cost $67.44 Unrealized
HPQ Hewlett-Packard 0.0%
Value ($000) $235 Shares 19,811 Est. Cost $9.12 Unrealized 0.0%
PGR Progressive 0.0%
Value ($000) $229 Shares 7,200 Est. Cost $23.41 Unrealized 0.0%
Ingersoll-Rand PLC 0.0%
Value ($000) $228 Shares 4,120 Est. Cost $55.75 Unrealized
EW Edwards Lifesciences 0.0%
Value ($000) $225 Shares 2,850 Est. Cost $24.16 Unrealized +7.5%
EQT EQT Corp 0.0%
Value ($000) $224 Shares 4,290 Est. Cost $37.67 Unrealized -18.1%
FDX FedEx Corporation 0.0%
Value ($000) $223 Shares 1,494 Est. Cost $147.99 Unrealized -10.6%
HIG Hartford Financial 0.0%
Value ($000) $223 Shares 5,138 Est. Cost $27.61 Unrealized +33.6%
Unilever ADR 0.0%
Value ($000) $221 Shares 5,130 Est. Cost $40.45 Unrealized
XLF Financial Select Sectors SPDR 0.0%
Value ($000) $220 Shares 9,233 Est. Cost $23.15 Unrealized
TDY Teledyne Technologies Inc 0.0%
Value ($000) $219 Shares 2,470 Est. Cost $100.17 Unrealized -11.4%
DGS WisdomTree EM Small Cap 0.0%
Value ($000) $219 Shares 6,245 Est. Cost $46.01 Unrealized
FNV Franco Nevada Corporation 0.0%
Value ($000) $219 Shares 4,778 Est. Cost $43.50 Unrealized 0.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $219 Shares 5,000 Est. Cost $34.54 Unrealized 0.0%
Amerigas Partners LP 0.0%
Value ($000) $218 Shares 6,350 Est. Cost $49.39 Unrealized
Avago Technologies Ltd 0.0%
Value ($000) $218 Shares 1,500 Est. Cost $145.33 Unrealized
XLP Sector SPDR TR Con Stpls of Be 0.0%
Value ($000) $218 Shares 4,310 Est. Cost $48.49 Unrealized
Cooper Companies 0.0%
Value ($000) $215 Shares 1,600 Est. Cost $151.49 Unrealized
Chicago Bridge & Iron Co 0.0%
Value ($000) $211 Shares 5,400 Est. Cost $57.82 Unrealized
VO Vanguard Mid Cap ETF 0.0%
Value ($000) $208 Shares 1,732 Est. Cost $132.09 Unrealized
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $208 Shares 4,887 Est. Cost $49.52 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $207 Shares 4,450 Est. Cost $19.24 Unrealized 0.0%
ET Energy Transfer Equity LP 0.0%
Value ($000) $195 Shares 14,203 Est. Cost $37.32 Unrealized
Plains GP Holdings LP 0.0%
Value ($000) $189 Shares 20,025 Est. Cost $26.49 Unrealized
ELEMENTS Rogers Intl Commodity 0.0%
Value ($000) $141 Shares 30,500 Est. Cost $7.34 Unrealized
FSP Franklin Street Properties Cor 0.0%
Value ($000) $118 Shares 11,414 Est. Cost $13.20 Unrealized
Salisbury Bancorp 0.0%
Value ($000) $71 Shares 2,100 Est. Cost $26.19 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $4.10 Unrealized