CAPE COD FIVE CENTS SAVINGS BANK Diversified Active

CIK: 0001054646 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 30, 2014

Total Value ($000): $527,318 (100.0% shares, 0.0% debt)

Holdings (187)

PG PROCTER & GAMBLE CO 7.0%
Value ($000) $36,654 Shares 437,708 Est. Cost $56.13 Unrealized +6.4%
IJH ISHARES TR 4.7%
Value ($000) $24,749 Shares 180,995 Est. Cost $119.28 Unrealized
IWM ISHARES TR 3.8%
Value ($000) $20,123 Shares 184,021 Est. Cost $100.51 Unrealized
EFA ISHARES TR 3.7%
Value ($000) $19,390 Shares 302,402 Est. Cost $60.53 Unrealized
XOM EXXON MOBIL CORP 3.5%
Value ($000) $18,223 Shares 193,756 Est. Cost $53.70 Unrealized +14.5%
IVV ISHARES TR 3.0%
Value ($000) $16,071 Shares 81,056 Est. Cost $170.16 Unrealized
GENERAL ELECTRIC CO 2.7%
Value ($000) $14,112 Shares 550,845 Est. Cost $23.23 Unrealized
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $12,358 Shares 115,944 Est. Cost $59.94 Unrealized +26.1%
MSFT MICROSOFT CORP 1.7%
Value ($000) $9,075 Shares 195,749 Est. Cost $27.05 Unrealized +39.2%
CVX CHEVRON CORP NEW 1.7%
Value ($000) $9,075 Shares 76,049 Est. Cost $71.42 Unrealized +9.9%
IBM INTERNATIONAL BUSINESS MACHS 1.6%
Value ($000) $8,445 Shares 44,489 Est. Cost $118.53 Unrealized -3.5%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $8,361 Shares 167,249 Est. Cost $26.95 Unrealized +3.1%
AAPL APPLE INC 1.5%
Value ($000) $7,920 Shares 78,608 Est. Cost $17.97 Unrealized +20.4%
PEP PEPSICO INC 1.5%
Value ($000) $7,813 Shares 83,933 Est. Cost $56.09 Unrealized +15.7%
MMM 3M CO 1.5%
Value ($000) $7,813 Shares 55,143 Est. Cost $62.61 Unrealized +33.4%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $7,424 Shares 123,233 Est. Cost $36.93 Unrealized +16.8%
VIG VANGUARD SPECIALIZED PORTFOL 1.3%
Value ($000) $6,849 Shares 89,001 Est. Cost $70.31 Unrealized
HD HOME DEPOT INC 1.2%
Value ($000) $6,479 Shares 70,626 Est. Cost $56.52 Unrealized +16.3%
ECL ECOLAB INC 1.2%
Value ($000) $6,451 Shares 56,177 Est. Cost $73.48 Unrealized +35.1%
EEM ISHARES TR 1.2%
Value ($000) $6,228 Shares 149,869 Est. Cost $40.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $6,147 Shares 44,501 Est. Cost $111.09 Unrealized +19.9%
DAVENPORT REALTY TRUST 1.2%
Value ($000) $6,120 Shares 1,530 Est. Cost $4000.00 Unrealized
NVS NOVARTIS A G 1.1%
Value ($000) $6,024 Shares 63,997 Est. Cost $71.05 Unrealized
VFC V F CORP 1.1%
Value ($000) $5,893 Shares 89,240 Est. Cost $49.80 Unrealized +20.1%
WFC WELLS FARGO & CO NEW 1.1%
Value ($000) $5,870 Shares 113,177 Est. Cost $28.21 Unrealized +32.6%
USB US BANCORP DEL 1.1%
Value ($000) $5,638 Shares 134,785 Est. Cost $22.96 Unrealized +23.8%
AMGN AMGEN INC 1.0%
Value ($000) $5,442 Shares 38,746 Est. Cost $74.50 Unrealized +26.9%
NSC NORFOLK SOUTHERN CORP 1.0%
Value ($000) $5,417 Shares 48,544 Est. Cost $58.68 Unrealized +40.8%
ITW ILLINOIS TOOL WKS INC 1.0%
Value ($000) $5,400 Shares 63,959 Est. Cost $50.80 Unrealized +30.3%
MCD MCDONALDS CORP 1.0%
Value ($000) $5,183 Shares 54,662 Est. Cost $71.72 Unrealized -0.7%
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $5,062 Shares 57,825 Est. Cost $61.82 Unrealized +23.7%
CHD CHURCH & DWIGHT INC 0.9%
Value ($000) $4,961 Shares 70,720 Est. Cost $26.20 Unrealized +11.5%
T AT&T INC 0.9%
Value ($000) $4,944 Shares 140,315 Est. Cost $11.39 Unrealized +4.5%
QCOM QUALCOMM INC 0.9%
Value ($000) $4,907 Shares 65,625 Est. Cost $46.39 Unrealized +19.5%
NKE NIKE INC 0.9%
Value ($000) $4,810 Shares 53,930 Est. Cost $26.66 Unrealized +29.0%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $4,749 Shares 58,393 Est. Cost $63.72 Unrealized +3.8%
STT STATE STR CORP 0.9%
Value ($000) $4,582 Shares 62,251 Est. Cost $45.37 Unrealized +14.8%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $4,431 Shares 35,361 Est. Cost $86.74 Unrealized +12.0%
IWV ISHARES TR 0.8%
Value ($000) $4,301 Shares 36,827 Est. Cost $111.80 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $4,285 Shares 123,070 Est. Cost $17.33 Unrealized +48.6%
GIS GENERAL MLS INC 0.8%
Value ($000) $4,224 Shares 83,716 Est. Cost $32.09 Unrealized +10.5%
APACHE CORP 0.8%
Value ($000) $4,110 Shares 43,783 Est. Cost $84.41 Unrealized
ADBE ADOBE SYS INC 0.8%
Value ($000) $4,091 Shares 59,125 Est. Cost $44.30 Unrealized +60.0%
IOO ISHARES TR 0.8%
Value ($000) $4,053 Shares 52,320 Est. Cost $67.57 Unrealized
SYK STRYKER CORP 0.8%
Value ($000) $4,053 Shares 50,195 Est. Cost $57.15 Unrealized +25.9%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $4,026 Shares 42,893 Est. Cost $14.27 Unrealized +25.6%
ABT ABBOTT LABS 0.7%
Value ($000) $3,948 Shares 94,937 Est. Cost $29.00 Unrealized +17.6%
CSCO CISCO SYS INC 0.7%
Value ($000) $3,794 Shares 150,706 Est. Cost $15.27 Unrealized +15.9%
BAKER HUGHES INC 0.7%
Value ($000) $3,741 Shares 57,501 Est. Cost $47.72 Unrealized
AGG ISHARES TR 0.6%
Value ($000) $3,412 Shares 31,269 Est. Cost $107.79 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $3,380 Shares 167,479 Est. Cost $18.33 Unrealized
PRAXAIR INC 0.6%
Value ($000) $3,270 Shares 25,351 Est. Cost $116.89 Unrealized
VNQ VANGUARD INDEX FDS 0.6%
Value ($000) $3,195 Shares 44,468 Est. Cost $69.71 Unrealized
MRK MERCK & CO INC NEW 0.6%
Value ($000) $3,168 Shares 53,439 Est. Cost $30.97 Unrealized +27.1%
WWW WOLVERINE WORLD WIDE INC 0.6%
Value ($000) $3,033 Shares 121,007 Est. Cost $22.71 Unrealized -7.0%
88.8889% DAVENPORT FINANCE L 0.6%
Value ($000) $2,947 Shares 1 Est. Cost $2947000.00 Unrealized
TTC TORO CO 0.6%
Value ($000) $2,932 Shares 49,505 Est. Cost $23.31 Unrealized +30.7%
MCGRAW HILL FINL INC 0.5%
Value ($000) $2,702 Shares 32,000 Est. Cost $53.20 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $2,641 Shares 89,316 Est. Cost $16.49 Unrealized +5.8%
E M C CORP MASS 0.5%
Value ($000) $2,631 Shares 89,914 Est. Cost $24.98 Unrealized
FLR FLUOR CORP NEW 0.5%
Value ($000) $2,586 Shares 38,717 Est. Cost $54.35 Unrealized +20.8%
BP BP PLC 0.5%
Value ($000) $2,566 Shares 58,373 Est. Cost $41.73 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $2,289 Shares 52,444 Est. Cost $26.74 Unrealized +1.4%
NTRS NORTHERN TR CORP 0.4%
Value ($000) $2,285 Shares 33,590 Est. Cost $40.56 Unrealized +22.9%
ABBV ABBVIE INC 0.4%
Value ($000) $2,239 Shares 38,751 Est. Cost $26.55 Unrealized +32.5%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $2,180 Shares 11,067 Est. Cost $172.33 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $2,125 Shares 8,523 Est. Cost $210.47 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $2,085 Shares 23,416 Est. Cost $57.95 Unrealized +36.9%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,002 Shares 39,129 Est. Cost $29.70 Unrealized +15.2%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,971 Shares 25,762 Est. Cost $40.87 Unrealized +38.7%
HAL HALLIBURTON CO 0.4%
Value ($000) $1,959 Shares 30,371 Est. Cost $33.21 Unrealized +66.2%
UNILEVER N V 0.4%
Value ($000) $1,940 Shares 48,885 Est. Cost $39.36 Unrealized
WISCONSIN ENERGY CORP 0.4%
Value ($000) $1,923 Shares 44,715 Est. Cost $41.14 Unrealized
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $1,917 Shares 18,155 Est. Cost $94.16 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,756 Shares 41,153 Est. Cost $27.80 Unrealized +3.8%
VARIAN MED SYS INC 0.3%
Value ($000) $1,747 Shares 21,804 Est. Cost $68.56 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,707 Shares 13,396 Est. Cost $86.04 Unrealized +27.0%
BB&T CORP 0.3%
Value ($000) $1,648 Shares 44,279 Est. Cost $35.12 Unrealized
ROUTE 28 REALTY TRUST 0.3%
Value ($000) $1,633 Shares 196 Est. Cost $8331.63 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,527 Shares 23,411 Est. Cost $44.89 Unrealized +12.9%
RMD RESMED INC 0.3%
Value ($000) $1,478 Shares 29,995 Est. Cost $40.93 Unrealized +7.5%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,442 Shares 17,359 Est. Cost $45.81 Unrealized +22.8%
RHHBY ROCHE HLDG LTD 0.3%
Value ($000) $1,394 Shares 37,639 Est. Cost $40.38 Unrealized
PETROFAC LTD 0.3%
Value ($000) $1,346 Shares 80,000 Est. Cost $18.77 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,316 Shares 12,139 Est. Cost $65.76 Unrealized +22.1%
MA MASTERCARD INC 0.2%
Value ($000) $1,301 Shares 17,600 Est. Cost $70.58 Unrealized +0.7%
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,283 Shares 20,496 Est. Cost $41.05 Unrealized +16.4%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,274 Shares 31,612 Est. Cost $51.36 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,243 Shares 12,216 Est. Cost $52.90 Unrealized +50.3%
MEDTRONIC INC 0.2%
Value ($000) $1,219 Shares 19,668 Est. Cost $52.06 Unrealized
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $1,215 Shares 16,939 Est. Cost $53.68 Unrealized
NORTHEAST UTILS 0.2%
Value ($000) $1,142 Shares 25,777 Est. Cost $42.06 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,110 Shares 20,633 Est. Cost $16.17 Unrealized +31.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,069 Shares 12,826 Est. Cost $49.57 Unrealized -3.4%
BAC BANK AMER CORP 0.2%
Value ($000) $1,029 Shares 60,354 Est. Cost $10.03 Unrealized +25.4%
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $1,013 Shares 20,518 Est. Cost $42.84 Unrealized +21.1%
TGT TARGET CORP 0.2%
Value ($000) $987 Shares 15,752 Est. Cost $47.18 Unrealized -8.4%
HYG ISHARES 0.2%
Value ($000) $960 Shares 10,443 Est. Cost $93.08 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $919 Shares 12,073 Est. Cost $63.98 Unrealized
22.65% INTEREST IN FELT HOTE 0.2%
Value ($000) $917 Shares 2 Est. Cost $458500.00 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $803 Shares 10,499 Est. Cost $19.97 Unrealized +1.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $788 Shares 7,320 Est. Cost $63.06 Unrealized +12.3%
IJR ISHARES TR 0.1%
Value ($000) $786 Shares 7,540 Est. Cost $90.80 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $784 Shares 11,356 Est. Cost $34.79 Unrealized +22.5%
ORCL ORACLE CORP 0.1%
Value ($000) $760 Shares 19,866 Est. Cost $29.06 Unrealized +17.7%
PSX PHILLIPS 66 0.1%
Value ($000) $757 Shares 9,304 Est. Cost $40.40 Unrealized +36.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $735 Shares 15,410 Est. Cost $26.03 Unrealized +35.0%
WHITEWAVE FOODS CO 0.1%
Value ($000) $675 Shares 18,576 Est. Cost $19.97 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $671 Shares 10,346 Est. Cost $41.89 Unrealized +22.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $664 Shares 14,468 Est. Cost $16.31 Unrealized +26.8%
WALGREEN CO 0.1%
Value ($000) $655 Shares 11,053 Est. Cost $49.51 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $647 Shares 5,568 Est. Cost $117.96 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $641 Shares 10,560 Est. Cost $46.22 Unrealized +6.2%
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $637 Shares 6,332 Est. Cost $71.22 Unrealized +25.8%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $633 Shares 6,386 Est. Cost $61.55 Unrealized +28.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $626 Shares 8,368 Est. Cost $41.85 Unrealized +9.1%
LOW LOWES COS INC 0.1%
Value ($000) $626 Shares 11,827 Est. Cost $32.36 Unrealized +27.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $616 Shares 6,610 Est. Cost $55.39 Unrealized +21.2%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $592 Shares 7,032 Est. Cost $54.47 Unrealized
CERA TECH, INC SERIES B CONV 0.1%
Value ($000) $580 Shares 20,000 Est. Cost $29.00 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $570 Shares 9,680 Est. Cost $55.79 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $562 Shares 7,063 Est. Cost $42.85 Unrealized +34.1%
18.44% INTEREST IN THIRWOOD 0.1%
Value ($000) $552 Shares 2 Est. Cost $276000.00 Unrealized
TOTAL S A 0.1%
Value ($000) $551 Shares 8,550 Est. Cost $48.91 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $549 Shares 5,550 Est. Cost $68.74 Unrealized +6.8%
PPG PPG INDS INC 0.1%
Value ($000) $546 Shares 2,775 Est. Cost $60.65 Unrealized +37.5%
50.00% INTEREST IN SEPTEMBER 0.1%
Value ($000) $540 Shares 2 Est. Cost $270000.00 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $537 Shares 4,545 Est. Cost $117.53 Unrealized
GLENCORE PLC 0.1%
Value ($000) $509 Shares 91,500 Est. Cost $4.13 Unrealized
CANADIAN OIL SANDS LTD COM 0.1%
Value ($000) $479 Shares 25,950 Est. Cost $18.52 Unrealized
IGOV ISHARES 0.1%
Value ($000) $479 Shares 4,821 Est. Cost $101.35 Unrealized
AETNA INC NEW 0.1%
Value ($000) $473 Shares 5,840 Est. Cost $65.18 Unrealized
POTASH CORP SASK INC 0.1%
Value ($000) $473 Shares 13,684 Est. Cost $37.54 Unrealized
DHR DANAHER CORP DEL 0.1%
Value ($000) $471 Shares 6,195 Est. Cost $27.69 Unrealized +12.6%
DOW CHEM CO 0.1%
Value ($000) $462 Shares 8,811 Est. Cost $33.09 Unrealized
ACWX ISHARES 0.1%
Value ($000) $454 Shares 9,990 Est. Cost $40.69 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $452 Shares 8,330 Est. Cost $32.53 Unrealized +23.0%
WWD WOODWARD INC 0.1%
Value ($000) $429 Shares 9,000 Est. Cost $34.67 Unrealized +35.1%
1GOOGLE INC 0.1%
Value ($000) $416 Shares 707 Est. Cost $946.80 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $411 Shares 7,253 Est. Cost $36.83 Unrealized +1.7%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $410 Shares 10,577 Est. Cost $24.52 Unrealized +20.0%
GOOGLE INC 0.1%
Value ($000) $401 Shares 695 Est. Cost $574.99 Unrealized
ENQUEST PLC ORD 0.1%
Value ($000) $391 Shares 220,000 Est. Cost $1.79 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $382 Shares 5,100 Est. Cost $66.27 Unrealized
SUSA ISHARES 0.1%
Value ($000) $371 Shares 4,510 Est. Cost $78.24 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $360 Shares 5,108 Est. Cost $63.65 Unrealized
MOS MOSAIC CO NEW 0.1%
Value ($000) $355 Shares 8,000 Est. Cost $46.26 Unrealized -19.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $352 Shares 3,305 Est. Cost $54.90 Unrealized +23.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $337 Shares 9,838 Est. Cost $23.27 Unrealized +21.7%
TIP ISHARES TR 0.1%
Value ($000) $337 Shares 3,006 Est. Cost $112.53 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $322 Shares 2,035 Est. Cost $129.82 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $321 Shares 3,801 Est. Cost $84.53 Unrealized
ANADARKO PETE CORP 0.1%
Value ($000) $312 Shares 3,078 Est. Cost $85.83 Unrealized
ENERGY TRANSFER PRTNRS L P 0.1%
Value ($000) $309 Shares 4,817 Est. Cost $50.45 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $302 Shares 4,250 Est. Cost $41.83 Unrealized +35.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $299 Shares 3,001 Est. Cost $80.67 Unrealized
KINDER MORGAN ENERGY PARTNER 0.1%
Value ($000) $299 Shares 3,212 Est. Cost $85.27 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $297 Shares 5,241 Est. Cost $20.18 Unrealized -1.9%
GGG GRACO INC 0.1%
Value ($000) $292 Shares 4,000 Est. Cost $16.98 Unrealized +27.6%
INGERSOLL-RAND PLC 0.1%
Value ($000) $291 Shares 5,170 Est. Cost $55.80 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $291 Shares 6,328 Est. Cost $49.99 Unrealized
IGSB ISHARES 0.1%
Value ($000) $285 Shares 2,710 Est. Cost $105.07 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $280 Shares 7,375 Est. Cost $24.40 Unrealized +13.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $277 Shares 3,670 Est. Cost $25.65 Unrealized +20.3%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $261 Shares 6,344 Est. Cost $30.14 Unrealized -1.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $257 Shares 2,974 Est. Cost $62.29 Unrealized +12.9%
KRAFT FOODS GROUP INC 0.0%
Value ($000) $257 Shares 4,552 Est. Cost $55.82 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $252 Shares 3,506 Est. Cost $30.50 Unrealized +9.6%
POWERSHARES QQQ TRUST 0.0%
Value ($000) $249 Shares 2,521 Est. Cost $87.66 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $245 Shares 3,996 Est. Cost $38.56 Unrealized +21.8%
BARCLAYS BK PLC 0.0%
Value ($000) $238 Shares 7,987 Est. Cost $33.14 Unrealized
NSRGY NESTLE S A 0.0%
Value ($000) $237 Shares 3,230 Est. Cost $65.89 Unrealized
CELGENE CORP 0.0%
Value ($000) $235 Shares 2,472 Est. Cost $95.06 Unrealized
DE DEERE & CO 0.0%
Value ($000) $233 Shares 2,837 Est. Cost $68.30 Unrealized +1.6%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $228 Shares 6,945 Est. Cost $36.68 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $227 Shares 2,830 Est. Cost $42.61 Unrealized +34.8%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $225 Shares 4,300 Est. Cost $29.90 Unrealized +18.1%
SPECTRA ENERGY CORP 0.0%
Value ($000) $222 Shares 5,657 Est. Cost $37.00 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $220 Shares 3,060 Est. Cost $42.27 Unrealized +1.5%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $217 Shares 2,205 Est. Cost $64.31 Unrealized +3.2%
COMCAST CORP NEW 0.0%
Value ($000) $208 Shares 3,879 Est. Cost $53.42 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $207 Shares 4,060 Est. Cost $35.26 Unrealized 0.0%
DEAN FOODS CO NEW 0.0%
Value ($000) $199 Shares 15,000 Est. Cost $17.20 Unrealized
OAO ROSNEFT OIL CO GDR 0.0%
Value ($000) $192 Shares 33,000 Est. Cost $6.85 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $161 Shares 13,750 Est. Cost $12.00 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $122 Shares 12,500 Est. Cost $4.66 Unrealized +35.0%
GULTU GULF COAST ULTRA DEEP RTY TR 0.0%
Value ($000) $90 Shares 44,850 Est. Cost $2.03 Unrealized