CAPE COD FIVE CENTS SAVINGS BANK Diversified Active

CIK: 0001054646 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 5, 2014

Total Value ($000): $494,240 (100.0% shares, 0.0% debt)

Holdings (188)

PG PROCTER & GAMBLE CO 7.1%
Value ($000) $35,290 Shares 437,841 Est. Cost $56.10 Unrealized +0.7%
IJH ISHARES 4.7%
Value ($000) $23,420 Shares 170,363 Est. Cost $118.08 Unrealized
IWM ISHARES 4.0%
Value ($000) $19,776 Shares 169,985 Est. Cost $99.50 Unrealized
XOM EXXON MOBIL CORP 3.8%
Value ($000) $18,944 Shares 193,936 Est. Cost $53.70 Unrealized +8.2%
EFA ISHARES 3.6%
Value ($000) $17,606 Shares 261,995 Est. Cost $59.69 Unrealized
GENERAL ELECTRIC CO 2.9%
Value ($000) $14,240 Shares 550,009 Est. Cost $23.19 Unrealized
IVV ISHARES 2.5%
Value ($000) $12,374 Shares 65,769 Est. Cost $163.70 Unrealized
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $11,433 Shares 116,382 Est. Cost $59.94 Unrealized +11.2%
IBM INTERNATIONAL BUSINESS MACHS 1.8%
Value ($000) $8,967 Shares 46,587 Est. Cost $118.53 Unrealized -7.8%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $8,874 Shares 74,635 Est. Cost $71.34 Unrealized -1.4%
MSFT MICROSOFT CORP 1.6%
Value ($000) $7,995 Shares 195,056 Est. Cost $27.05 Unrealized +15.6%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $7,874 Shares 165,532 Est. Cost $26.95 Unrealized -4.0%
MMM 3M CO 1.5%
Value ($000) $7,339 Shares 54,100 Est. Cost $62.04 Unrealized +22.9%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $7,186 Shares 118,364 Est. Cost $36.71 Unrealized +14.6%
PEP PEPSICO INC 1.4%
Value ($000) $6,870 Shares 82,271 Est. Cost $56.02 Unrealized +1.5%
ECL ECOLAB INC 1.2%
Value ($000) $6,135 Shares 56,814 Est. Cost $73.48 Unrealized +25.1%
DAVENPORT REALTY TRUST 1.2%
Value ($000) $6,120 Shares 1,530 Est. Cost $4000.00 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $5,777 Shares 10,763 Est. Cost $13.66 Unrealized +21.4%
USB US BANCORP DEL 1.1%
Value ($000) $5,639 Shares 131,565 Est. Cost $22.89 Unrealized +19.4%
WFC WELLS FARGO & CO NEW 1.1%
Value ($000) $5,502 Shares 110,607 Est. Cost $28.08 Unrealized +19.0%
EEM ISHARES 1.1%
Value ($000) $5,459 Shares 133,110 Est. Cost $39.80 Unrealized
VFC V F CORP 1.1%
Value ($000) $5,416 Shares 87,530 Est. Cost $49.71 Unrealized +13.3%
HD HOME DEPOT INC 1.1%
Value ($000) $5,368 Shares 67,831 Est. Cost $56.41 Unrealized +6.8%
NVS NOVARTIS A G 1.1%
Value ($000) $5,364 Shares 63,086 Est. Cost $71.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $5,357 Shares 42,869 Est. Cost $110.66 Unrealized +5.6%
MCD MCDONALDS CORP 1.1%
Value ($000) $5,275 Shares 53,812 Est. Cost $71.69 Unrealized -2.0%
VIG VANGUARD SPECIALIZED PORTFOL 1.0%
Value ($000) $5,139 Shares 68,310 Est. Cost $68.25 Unrealized
ITW ILLINOIS TOOL WKS INC 1.0%
Value ($000) $5,106 Shares 62,779 Est. Cost $50.60 Unrealized +21.1%
T AT&T INC 1.0%
Value ($000) $4,980 Shares 141,999 Est. Cost $11.39 Unrealized -4.7%
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $4,921 Shares 54,659 Est. Cost $60.97 Unrealized +23.8%
CHD CHURCH & DWIGHT INC 1.0%
Value ($000) $4,914 Shares 71,140 Est. Cost $26.20 Unrealized +7.6%
QCOM QUALCOMM INC 1.0%
Value ($000) $4,873 Shares 61,792 Est. Cost $45.75 Unrealized +18.1%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $4,580 Shares 57,446 Est. Cost $63.69 Unrealized +5.1%
NSC NORFOLK SOUTHERN CORP 0.9%
Value ($000) $4,577 Shares 47,098 Est. Cost $58.03 Unrealized +23.1%
AMGN AMGEN INC 0.9%
Value ($000) $4,515 Shares 36,608 Est. Cost $73.83 Unrealized +17.7%
GIS GENERAL MLS INC 0.9%
Value ($000) $4,226 Shares 81,570 Est. Cost $32.01 Unrealized +3.0%
STT STATE STR CORP 0.8%
Value ($000) $4,097 Shares 58,897 Est. Cost $45.13 Unrealized +11.2%
IOO ISHARES 0.8%
Value ($000) $4,070 Shares 52,280 Est. Cost $67.57 Unrealized
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $4,066 Shares 42,522 Est. Cost $14.27 Unrealized +16.1%
SYK STRYKER CORP 0.8%
Value ($000) $4,013 Shares 49,260 Est. Cost $56.92 Unrealized +21.3%
ADBE ADOBE SYS INC 0.8%
Value ($000) $4,010 Shares 60,999 Est. Cost $44.30 Unrealized +44.8%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $3,870 Shares 34,649 Est. Cost $86.65 Unrealized +5.4%
NKE NIKE INC 0.8%
Value ($000) $3,865 Shares 52,320 Est. Cost $26.53 Unrealized +22.7%
BAKER HUGHES INC 0.7%
Value ($000) $3,674 Shares 56,506 Est. Cost $47.45 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $3,593 Shares 93,293 Est. Cost $28.97 Unrealized +6.1%
APACHE CORP 0.7%
Value ($000) $3,456 Shares 41,663 Est. Cost $83.77 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.7%
Value ($000) $3,353 Shares 117,447 Est. Cost $22.75 Unrealized +1.5%
CSCO CISCO SYS INC 0.7%
Value ($000) $3,326 Shares 148,370 Est. Cost $15.27 Unrealized +0.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value ($000) $3,296 Shares 164,663 Est. Cost $18.28 Unrealized
PRAXAIR INC 0.6%
Value ($000) $3,189 Shares 24,349 Est. Cost $116.37 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $3,134 Shares 121,405 Est. Cost $17.25 Unrealized +8.3%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $3,059 Shares 53,883 Est. Cost $30.67 Unrealized +16.6%
TTC TORO CO 0.6%
Value ($000) $3,042 Shares 48,135 Est. Cost $23.09 Unrealized +39.2%
88.8889% DAVENPORT FINANCE L 0.6%
Value ($000) $2,947 Shares 1 Est. Cost $2947000.00 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $2,853 Shares 88,799 Est. Cost $16.49 Unrealized +10.4%
BP BP PLC 0.6%
Value ($000) $2,843 Shares 59,106 Est. Cost $41.73 Unrealized
FLR FLUOR CORP NEW 0.6%
Value ($000) $2,831 Shares 36,418 Est. Cost $53.56 Unrealized +29.2%
MCGRAW HILL FINL INC 0.5%
Value ($000) $2,556 Shares 33,500 Est. Cost $53.20 Unrealized
IWV ISHARES 0.5%
Value ($000) $2,353 Shares 20,951 Est. Cost $107.70 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $2,329 Shares 52,983 Est. Cost $26.74 Unrealized -5.5%
E M C CORP MASS 0.5%
Value ($000) $2,261 Shares 82,506 Est. Cost $24.79 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $2,195 Shares 8,761 Est. Cost $210.47 Unrealized
NTRS NORTHERN TR CORP 0.4%
Value ($000) $2,184 Shares 33,315 Est. Cost $40.56 Unrealized +12.3%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $2,182 Shares 18,672 Est. Cost $94.16 Unrealized
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $2,156 Shares 30,527 Est. Cost $68.26 Unrealized
AGG ISHARES 0.4%
Value ($000) $2,106 Shares 19,515 Est. Cost $106.92 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $2,089 Shares 40,639 Est. Cost $26.55 Unrealized +18.6%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,065 Shares 39,735 Est. Cost $29.47 Unrealized +21.9%
WISCONSIN ENERGY CORP 0.4%
Value ($000) $2,043 Shares 43,900 Est. Cost $41.11 Unrealized
UNILEVER N V 0.4%
Value ($000) $1,956 Shares 47,575 Est. Cost $39.27 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $1,920 Shares 23,985 Est. Cost $57.95 Unrealized +20.2%
VARIAN MED SYS INC 0.4%
Value ($000) $1,806 Shares 21,504 Est. Cost $68.38 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,788 Shares 25,407 Est. Cost $40.74 Unrealized +11.5%
HAL HALLIBURTON CO 0.4%
Value ($000) $1,780 Shares 30,231 Est. Cost $33.21 Unrealized +28.8%
BA BOEING CO 0.3%
Value ($000) $1,691 Shares 13,475 Est. Cost $85.55 Unrealized +30.5%
KO COCA COLA CO 0.3%
Value ($000) $1,682 Shares 43,508 Est. Cost $27.80 Unrealized -4.5%
ROUTE 28 REALTY TRUST 0.3%
Value ($000) $1,633 Shares 196 Est. Cost $8331.63 Unrealized
BB&T CORP 0.3%
Value ($000) $1,595 Shares 39,706 Est. Cost $34.69 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,519 Shares 23,411 Est. Cost $44.89 Unrealized +6.7%
PETROFAC LTD 0.3%
Value ($000) $1,438 Shares 60,000 Est. Cost $18.17 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,406 Shares 7,518 Est. Cost $161.25 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,378 Shares 17,828 Est. Cost $45.66 Unrealized +14.8%
MA MASTERCARD INC 0.3%
Value ($000) $1,352 Shares 18,100 Est. Cost $70.58 Unrealized +3.0%
MEDTRONIC INC 0.3%
Value ($000) $1,341 Shares 21,788 Est. Cost $52.06 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,320 Shares 19,765 Est. Cost $40.75 Unrealized +17.3%
UNP UNION PAC CORP 0.3%
Value ($000) $1,263 Shares 6,730 Est. Cost $57.44 Unrealized +18.8%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,200 Shares 12,303 Est. Cost $52.90 Unrealized +23.8%
NORTHEAST UTILS 0.2%
Value ($000) $1,165 Shares 25,612 Est. Cost $42.06 Unrealized
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $1,157 Shares 17,245 Est. Cost $53.48 Unrealized
RMD RESMED INC 0.2%
Value ($000) $1,142 Shares 25,540 Est. Cost $40.58 Unrealized -5.3%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,094 Shares 13,358 Est. Cost $49.57 Unrealized -9.7%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,081 Shares 15,581 Est. Cost $62.19 Unrealized
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $1,059 Shares 61,594 Est. Cost $10.03 Unrealized +32.2%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,051 Shares 21,013 Est. Cost $16.17 Unrealized +23.4%
RHHBY ROCHE HLDG LTD 0.2%
Value ($000) $973 Shares 25,974 Est. Cost $41.82 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $972 Shares 20,698 Est. Cost $42.84 Unrealized +5.2%
TGT TARGET CORP 0.2%
Value ($000) $961 Shares 15,882 Est. Cost $47.18 Unrealized -11.7%
22.65% INTEREST IN FELT HOTE 0.2%
Value ($000) $917 Shares 2 Est. Cost $458500.00 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $896 Shares 12,268 Est. Cost $63.98 Unrealized
D DOMINION RES INC VA NEW 0.2%
Value ($000) $895 Shares 12,615 Est. Cost $34.79 Unrealized +19.1%
IJR ISHARES 0.2%
Value ($000) $873 Shares 7,920 Est. Cost $90.46 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $849 Shares 7,705 Est. Cost $63.06 Unrealized +10.0%
ORCL ORACLE CORP 0.2%
Value ($000) $835 Shares 20,411 Est. Cost $29.06 Unrealized +10.1%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $830 Shares 6,715 Est. Cost $118.12 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $823 Shares 10,769 Est. Cost $19.97 Unrealized -0.3%
GOOGLE INC 0.2%
Value ($000) $766 Shares 687 Est. Cost $957.23 Unrealized
WALGREEN CO 0.2%
Value ($000) $746 Shares 11,303 Est. Cost $49.51 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $746 Shares 9,679 Est. Cost $40.40 Unrealized +23.3%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $719 Shares 15,250 Est. Cost $25.93 Unrealized +23.1%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $644 Shares 6,483 Est. Cost $61.55 Unrealized +13.2%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $638 Shares 11,000 Est. Cost $46.22 Unrealized -8.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $615 Shares 8,640 Est. Cost $41.85 Unrealized +1.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $610 Shares 10,361 Est. Cost $41.89 Unrealized +6.3%
TOTAL S A 0.1%
Value ($000) $607 Shares 9,250 Est. Cost $48.66 Unrealized
HYG ISHARES 0.1%
Value ($000) $599 Shares 6,343 Est. Cost $92.81 Unrealized
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $596 Shares 6,302 Est. Cost $70.36 Unrealized +18.8%
BEAM INC 0.1%
Value ($000) $594 Shares 7,131 Est. Cost $63.51 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $592 Shares 15,828 Est. Cost $16.31 Unrealized +5.0%
LOW LOWES COS INC 0.1%
Value ($000) $586 Shares 11,993 Est. Cost $32.36 Unrealized +20.6%
CERA TECH, INC SERIES B CONV 0.1%
Value ($000) $580 Shares 20,000 Est. Cost $29.00 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $568 Shares 6,116 Est. Cost $54.53 Unrealized +18.7%
18.44% INTEREST IN THIRWOOD 0.1%
Value ($000) $552 Shares 2 Est. Cost $276000.00 Unrealized
CANADIAN OIL SANDS LTD COM 0.1%
Value ($000) $552 Shares 26,250 Est. Cost $18.52 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $546 Shares 2,823 Est. Cost $60.28 Unrealized +28.1%
SJM SMUCKER J M CO 0.1%
Value ($000) $542 Shares 5,570 Est. Cost $68.74 Unrealized 0.0%
50.00% INTEREST IN SEPTEMBER 0.1%
Value ($000) $540 Shares 2 Est. Cost $270000.00 Unrealized
ACWX ISHARES 0.1%
Value ($000) $538 Shares 11,555 Est. Cost $40.69 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $533 Shares 9,680 Est. Cost $55.79 Unrealized
WHITEWAVE FOODS CO 0.1%
Value ($000) $530 Shares 18,576 Est. Cost $19.97 Unrealized
CVS CVS CAREMARK CORPORATION 0.1%
Value ($000) $527 Shares 7,038 Est. Cost $42.72 Unrealized +19.6%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $490 Shares 7,032 Est. Cost $54.47 Unrealized
GLENCORE XSTRATA PLC USD 0.0 0.1%
Value ($000) $471 Shares 91,500 Est. Cost $4.13 Unrealized
DHR DANAHER CORP DEL 0.1%
Value ($000) $457 Shares 6,090 Est. Cost $27.63 Unrealized +11.4%
ENQUEST PLC ORD 0.1%
Value ($000) $455 Shares 220,000 Est. Cost $1.79 Unrealized
AETNA INC NEW 0.1%
Value ($000) $444 Shares 5,920 Est. Cost $64.83 Unrealized
DOW CHEM CO 0.1%
Value ($000) $435 Shares 8,961 Est. Cost $33.09 Unrealized
POTASH CORP SASK INC 0.1%
Value ($000) $429 Shares 11,844 Est. Cost $37.61 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $414 Shares 8,200 Est. Cost $32.41 Unrealized +15.7%
MOS MOSAIC CO NEW 0.1%
Value ($000) $400 Shares 8,000 Est. Cost $46.26 Unrealized -18.9%
LQD ISHARES 0.1%
Value ($000) $390 Shares 3,336 Est. Cost $116.91 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $389 Shares 7,253 Est. Cost $36.83 Unrealized -5.0%
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $384 Shares 5,108 Est. Cost $63.65 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $376 Shares 7,028 Est. Cost $49.99 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $375 Shares 5,100 Est. Cost $66.27 Unrealized
WWD WOODWARD INC 0.1%
Value ($000) $374 Shares 9,000 Est. Cost $34.67 Unrealized +14.5%
IWR ISHARES 0.1%
Value ($000) $370 Shares 2,394 Est. Cost $129.82 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $361 Shares 10,227 Est. Cost $24.47 Unrealized +1.2%
SUSA ISHARES 0.1%
Value ($000) $340 Shares 4,355 Est. Cost $78.07 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $336 Shares 9,745 Est. Cost $23.16 Unrealized +13.8%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $326 Shares 4,170 Est. Cost $67.71 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $302 Shares 4,120 Est. Cost $25.65 Unrealized +14.2%
GGG GRACO INC 0.1%
Value ($000) $299 Shares 4,000 Est. Cost $16.98 Unrealized +25.1%
EBAY EBAY INC 0.1%
Value ($000) $290 Shares 5,241 Est. Cost $20.18 Unrealized +2.4%
IGSB ISHARES 0.1%
Value ($000) $286 Shares 2,710 Est. Cost $105.07 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $279 Shares 4,880 Est. Cost $55.77 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $277 Shares 7,675 Est. Cost $24.40 Unrealized +7.0%
DE DEERE & CO 0.1%
Value ($000) $273 Shares 3,006 Est. Cost $68.30 Unrealized +2.6%
SHY ISHARES 0.1%
Value ($000) $267 Shares 3,158 Est. Cost $84.55 Unrealized
KINDER MORGAN ENERGY PARTNER 0.1%
Value ($000) $267 Shares 3,612 Est. Cost $85.27 Unrealized
IGOV ISHARES 0.1%
Value ($000) $263 Shares 2,550 Est. Cost $100.63 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $262 Shares 7,109 Est. Cost $36.85 Unrealized
ANADARKO PETE CORP 0.1%
Value ($000) $261 Shares 3,078 Est. Cost $85.83 Unrealized
ENERGY TRANSFER PRTNRS L P 0.1%
Value ($000) $259 Shares 4,817 Est. Cost $50.45 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $251 Shares 2,685 Est. Cost $78.23 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $251 Shares 3,417 Est. Cost $30.42 Unrealized -0.2%
TIP ISHARES 0.1%
Value ($000) $249 Shares 2,225 Est. Cost $111.91 Unrealized
KRAFT FOODS GROUP INC 0.1%
Value ($000) $248 Shares 4,429 Est. Cost $55.71 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $245 Shares 4,350 Est. Cost $41.83 Unrealized +6.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $242 Shares 2,949 Est. Cost $62.13 Unrealized 0.0%
NSRGY NESTLE S A 0.0%
Value ($000) $234 Shares 3,111 Est. Cost $65.45 Unrealized
DEAN FOODS CO NEW 0.0%
Value ($000) $232 Shares 15,000 Est. Cost $17.20 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $229 Shares 3,230 Est. Cost $54.49 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $228 Shares 4,037 Est. Cost $38.56 Unrealized +7.7%
POWERSHARES QQQ TRUST 0.0%
Value ($000) $221 Shares 2,521 Est. Cost $87.66 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $221 Shares 2,699 Est. Cost $39.99 Unrealized +25.8%
OAO ROSNEFT OIL CO GDR 0.0%
Value ($000) $220 Shares 33,000 Est. Cost $6.85 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $218 Shares 1,750 Est. Cost $76.44 Unrealized +22.7%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $218 Shares 4,300 Est. Cost $29.90 Unrealized +6.4%
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $216 Shares 5,146 Est. Cost $46.61 Unrealized
V VISA INC 0.0%
Value ($000) $214 Shares 991 Est. Cost $51.12 Unrealized 0.0%
SPECTRA ENERGY CORP 0.0%
Value ($000) $213 Shares 5,757 Est. Cost $37.00 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $204 Shares 4,841 Est. Cost $30.45 Unrealized +7.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $203 Shares 2,695 Est. Cost $42.07 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $203 Shares 3,220 Est. Cost $23.98 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $202 Shares 2,075 Est. Cost $64.17 Unrealized 0.0%
ISHARES GOLD TRUST 0.0%
Value ($000) $171 Shares 13,750 Est. Cost $12.00 Unrealized
GULTU GULF COAST ULTRA DEEP RTY TR 0.0%
Value ($000) $137 Shares 44,850 Est. Cost $2.03 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $125 Shares 12,500 Est. Cost $4.66 Unrealized +29.6%