ALBION FINANCIAL GROUP /UT Diversified Active

CIK: 0001054677 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 3, 2016

Total Value ($000): $584,253 (100.0% shares, 0.0% debt)

Holdings (191)

Valspar Corporation 17.7%
Value ($000) $103,229 Shares 973,213 Est. Cost $64.67 Unrealized
General Electric Compan 10.1%
Value ($000) $58,909 Shares 1,988,816 Est. Cost $23.56 Unrealized
AAPL Apple Inc. 2.8%
Value ($000) $16,168 Shares 143,018 Est. Cost $24.23 Unrealized 0.0%
Allergan Plc 2.3%
Value ($000) $13,674 Shares 59,372 Est. Cost $292.23 Unrealized
HD Home Depot Inc. 2.3%
Value ($000) $13,381 Shares 103,987 Est. Cost $57.02 Unrealized +86.5%
Twitter, Inc. 2.0%
Value ($000) $11,788 Shares 511,389 Est. Cost $20.04 Unrealized
META Facebook, Inc. cl A 2.0%
Value ($000) $11,440 Shares 89,189 Est. Cost $108.11 Unrealized +14.0%
DIS Walt Disney Company 1.9%
Value ($000) $11,136 Shares 119,927 Est. Cost $57.22 Unrealized +55.3%
Cynosure, Inc. cl A 1.9%
Value ($000) $10,956 Shares 215,079 Est. Cost $46.55 Unrealized
GOOGL Alphabet Inc. Class A 1.8%
Value ($000) $10,535 Shares 13,102 Est. Cost $33.72 Unrealized +15.1%
FBIN Fortune Brands Hm & Sec 1.7%
Value ($000) $10,151 Shares 174,716 Est. Cost $37.68 Unrealized +21.0%
V VISA Inc. 1.7%
Value ($000) $9,778 Shares 118,237 Est. Cost $59.11 Unrealized +26.9%
MSFT Microsoft Corporation 1.7%
Value ($000) $9,641 Shares 167,370 Est. Cost $46.66 Unrealized +7.8%
FISV Fiserv Inc. 1.6%
Value ($000) $9,166 Shares 92,152 Est. Cost $43.64 Unrealized +20.2%
TJX TJX Companies Inc. 1.5%
Value ($000) $8,483 Shares 113,433 Est. Cost $21.53 Unrealized +59.3%
SPY SPDR S&P 500 ETF Trust 1.4%
Value ($000) $8,447 Shares 39,050 Est. Cost $160.66 Unrealized
VCSH Vanguard Short-Term Cor 1.4%
Value ($000) $8,402 Shares 104,306 Est. Cost $80.11 Unrealized
HON Honeywell Intl Inc 1.4%
Value ($000) $8,200 Shares 70,328 Est. Cost $84.16 Unrealized +2.2%
THO Thor Industries Inc. 1.4%
Value ($000) $8,016 Shares 94,637 Est. Cost $64.52 Unrealized 0.0%
KEY KeyCorp 1.3%
Value ($000) $7,753 Shares 637,089 Est. Cost $8.56 Unrealized -5.5%
MCD McDonald's Corp. 1.3%
Value ($000) $7,700 Shares 66,746 Est. Cost $94.68 Unrealized -0.2%
JPM JPMorgan Chase & Co 1.3%
Value ($000) $7,384 Shares 110,892 Est. Cost $50.15 Unrealized +1.4%
Celgene Corp. 1.2%
Value ($000) $7,231 Shares 69,181 Est. Cost $88.62 Unrealized
BRK/B Berkshire Hathaway CL B 1.2%
Value ($000) $7,106 Shares 49,185 Est. Cost $146.25 Unrealized 0.0%
AMZN Amazon.com Inc. 1.2%
Value ($000) $6,732 Shares 8,040 Est. Cost $38.27 Unrealized 0.0%
JNJ Johnson & Johnson 1.1%
Value ($000) $6,625 Shares 56,079 Est. Cost $84.49 Unrealized +10.8%
T AT&T Inc. 1.0%
Value ($000) $6,113 Shares 150,531 Est. Cost $16.25 Unrealized +0.3%
DHI D.R. Horton Inc. 1.0%
Value ($000) $5,950 Shares 197,024 Est. Cost $25.75 Unrealized +12.3%
CSCO Cisco Systems Inc. 0.9%
Value ($000) $5,341 Shares 168,370 Est. Cost $19.25 Unrealized +19.8%
SIMO Silicon Motion Technolo 0.9%
Value ($000) $5,128 Shares 99,016 Est. Cost $49.22 Unrealized
VCA Inc. 0.9%
Value ($000) $5,094 Shares 72,792 Est. Cost $67.79 Unrealized
KMB Kimberly-Clark Corp. 0.8%
Value ($000) $4,821 Shares 38,219 Est. Cost $73.22 Unrealized +27.7%
KHC Kraft Heinz Company 0.8%
Value ($000) $4,555 Shares 50,893 Est. Cost $47.99 Unrealized +20.9%
CLX Clorox Company 0.8%
Value ($000) $4,476 Shares 35,758 Est. Cost $61.31 Unrealized +63.5%
CNC Centene Corporation 0.8%
Value ($000) $4,428 Shares 66,136 Est. Cost $34.74 Unrealized 0.0%
PG Procter & Gamble Co. 0.7%
Value ($000) $4,100 Shares 45,679 Est. Cost $64.93 Unrealized +4.0%
Glaxo Smithkline ADS 0.7%
Value ($000) $4,067 Shares 94,294 Est. Cost $46.48 Unrealized
MRK Merck & Co. Inc. 0.7%
Value ($000) $4,021 Shares 64,425 Est. Cost $39.21 Unrealized +11.5%
ED Consolidated Edison, In 0.6%
Value ($000) $3,732 Shares 49,560 Est. Cost $38.58 Unrealized +43.7%
VZ Verizon Communications, 0.6%
Value ($000) $3,647 Shares 70,165 Est. Cost $27.42 Unrealized +20.0%
XOM Exxon Mobil Corporation 0.6%
Value ($000) $3,579 Shares 41,007 Est. Cost $53.79 Unrealized +8.8%
TOTL SPDR Doubleline Total R 0.6%
Value ($000) $3,458 Shares 68,889 Est. Cost $49.57 Unrealized
INTC Intel Corporation 0.5%
Value ($000) $3,049 Shares 80,767 Est. Cost $25.23 Unrealized +13.4%
IJH iShares Core S&P Mid-Ca 0.5%
Value ($000) $2,995 Shares 19,359 Est. Cost $138.44 Unrealized
IP International Paper Co. 0.5%
Value ($000) $2,921 Shares 60,887 Est. Cost $27.72 Unrealized +6.5%
LMT Lockheed Martin Corp. 0.5%
Value ($000) $2,638 Shares 11,005 Est. Cost $165.14 Unrealized +18.0%
Pshrs FTSE RAFI 1500 Sm 0.4%
Value ($000) $2,455 Shares 23,295 Est. Cost $100.84 Unrealized
SCHM Schwab US Mid Cap 0.4%
Value ($000) $2,404 Shares 55,239 Est. Cost $39.22 Unrealized
QCOM Qualcomm Inc. 0.4%
Value ($000) $2,355 Shares 34,383 Est. Cost $42.84 Unrealized +9.5%
DGRW Wisdom Tree US Div Grow 0.4%
Value ($000) $2,244 Shares 69,490 Est. Cost $30.90 Unrealized
Westar Energy Inc 0.4%
Value ($000) $2,191 Shares 38,605 Est. Cost $38.18 Unrealized
AYI Acuity Brands, Inc. 0.4%
Value ($000) $2,145 Shares 8,108 Est. Cost $191.76 Unrealized +34.6%
LEG Leggett & Platt Inc. 0.4%
Value ($000) $2,141 Shares 46,966 Est. Cost $39.89 Unrealized +28.9%
GIS General Mills Inc. 0.4%
Value ($000) $2,074 Shares 32,472 Est. Cost $38.86 Unrealized +28.7%
Total SA ADR 0.3%
Value ($000) $2,038 Shares 42,725 Est. Cost $51.23 Unrealized
HAS Hasbro Inc. 0.3%
Value ($000) $2,027 Shares 25,557 Est. Cost $45.87 Unrealized +29.0%
IWR iShares Russell Midcap 0.3%
Value ($000) $1,946 Shares 11,166 Est. Cost $135.75 Unrealized
Accelerate Diagnostics, 0.3%
Value ($000) $1,921 Shares 70,478 Est. Cost $22.45 Unrealized
UNP Union Pacific Corp. 0.3%
Value ($000) $1,859 Shares 19,061 Est. Cost $69.28 Unrealized +9.6%
ONEQ Fidelity Nasdaq Composi 0.3%
Value ($000) $1,827 Shares 8,745 Est. Cost $184.11 Unrealized
DFEOX DFA US Core Equity 0.3%
Value ($000) $1,827 Shares 99,263 Est. Cost $17.42 Unrealized
Royal Dutch Shell B 0.3%
Value ($000) $1,724 Shares 32,632 Est. Cost $57.90 Unrealized
DLR Digital Realty Trust In 0.3%
Value ($000) $1,671 Shares 17,203 Est. Cost $47.35 Unrealized +54.9%
IUSG iShares Core Russell U. 0.3%
Value ($000) $1,644 Shares 38,643 Est. Cost $42.54 Unrealized
SCHG Schwab US Large Cap Gro 0.3%
Value ($000) $1,565 Shares 28,202 Est. Cost $55.49 Unrealized
FBNDX Fidelity Investment Gra 0.3%
Value ($000) $1,546 Shares 192,505 Est. Cost $7.77 Unrealized
VanEck Vectors Biotech 0.3%
Value ($000) $1,535 Shares 13,324 Est. Cost $103.09 Unrealized
VFIDX Vanguard Intermediate-T 0.3%
Value ($000) $1,509 Shares 149,377 Est. Cost $9.74 Unrealized
MDT Medtronic Plc 0.3%
Value ($000) $1,474 Shares 17,055 Est. Cost $53.02 Unrealized +29.7%
PowerShares QQQ Trust S 0.2%
Value ($000) $1,441 Shares 12,138 Est. Cost $93.92 Unrealized
iShares Core Dividend G 0.2%
Value ($000) $1,436 Shares 51,980 Est. Cost $25.74 Unrealized
Guggenheim Timber 0.2%
Value ($000) $1,420 Shares 57,000 Est. Cost $25.22 Unrealized
EWH iShares MSCI Hong Kong 0.2%
Value ($000) $1,420 Shares 64,496 Est. Cost $18.32 Unrealized
SYY Sysco Corporation 0.2%
Value ($000) $1,398 Shares 28,523 Est. Cost $30.18 Unrealized +33.4%
Guggenheim S&P 500 Equa 0.2%
Value ($000) $1,152 Shares 10,914 Est. Cost $87.37 Unrealized
MMM 3M Company 0.2%
Value ($000) $1,137 Shares 6,453 Est. Cost $65.88 Unrealized +65.8%
AEP American Electric Power 0.2%
Value ($000) $1,096 Shares 17,065 Est. Cost $48.31 Unrealized 0.0%
ADBE Adobe Systems Inc. 0.2%
Value ($000) $1,076 Shares 9,914 Est. Cost $75.36 Unrealized +33.2%
SDY SPDR S&P Dividend 0.2%
Value ($000) $1,059 Shares 12,553 Est. Cost $78.12 Unrealized
VASVX Vanguard Selected Value 0.2%
Value ($000) $1,043 Shares 37,749 Est. Cost $27.37 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $1,041 Shares 23,500 Est. Cost $27.96 Unrealized +31.7%
KO Coca-Cola Company 0.2%
Value ($000) $1,040 Shares 24,572 Est. Cost $27.82 Unrealized +17.0%
FLPSX Fidelity Low Price Stoc 0.2%
Value ($000) $1,012 Shares 20,753 Est. Cost $47.67 Unrealized
EWC iShares MSCI Canada 0.2%
Value ($000) $1,002 Shares 39,000 Est. Cost $26.15 Unrealized
OAKMX Oakmark Fund 0.2%
Value ($000) $1,001 Shares 14,573 Est. Cost $60.51 Unrealized
FCNTX Fidelity Contrafund 0.2%
Value ($000) $993 Shares 9,726 Est. Cost $94.33 Unrealized
DFEQX DFA Short Term Extended 0.2%
Value ($000) $986 Shares 90,180 Est. Cost $10.83 Unrealized
VWO Vanguard MSCI Emerging 0.2%
Value ($000) $984 Shares 26,155 Est. Cost $38.79 Unrealized
SBUX Starbucks Corporation 0.2%
Value ($000) $970 Shares 17,922 Est. Cost $33.05 Unrealized +38.7%
DFIEX DFA International Core 0.2%
Value ($000) $965 Shares 81,891 Est. Cost $12.63 Unrealized
VWNFX Vanguard Windsor II Fun 0.2%
Value ($000) $926 Shares 26,047 Est. Cost $35.34 Unrealized
Wisdomtree Emerging Mar 0.2%
Value ($000) $925 Shares 22,156 Est. Cost $46.07 Unrealized
iShares MSCI Singapore 0.2%
Value ($000) $918 Shares 84,540 Est. Cost $12.79 Unrealized
PFE Pfizer Inc. 0.2%
Value ($000) $912 Shares 26,935 Est. Cost $17.47 Unrealized +27.4%
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $897 Shares 16,644 Est. Cost $40.88 Unrealized +12.9%
DFTEX DFA Intermediate Term E 0.1%
Value ($000) $842 Shares 75,811 Est. Cost $10.63 Unrealized
CHKP Check Point Software 0.1%
Value ($000) $808 Shares 10,408 Est. Cost $55.20 Unrealized +40.5%
EWA iShares MSCI Australia 0.1%
Value ($000) $800 Shares 38,260 Est. Cost $22.59 Unrealized
LGI Homes Inc. 0.1%
Value ($000) $780 Shares 21,181 Est. Cost $26.54 Unrealized
DFFVX DFA US Targeted Value F 0.1%
Value ($000) $764 Shares 34,902 Est. Cost $23.12 Unrealized
VUG Vanguard Index Funds Va 0.1%
Value ($000) $761 Shares 6,775 Est. Cost $112.32 Unrealized
Guggenheim S&P Midcap 4 0.1%
Value ($000) $714 Shares 5,725 Est. Cost $123.75 Unrealized
TIAA-CREF Institutional 0.1%
Value ($000) $705 Shares 31,103 Est. Cost $17.23 Unrealized
IBB iShares Nasdaq Biotech 0.1%
Value ($000) $701 Shares 2,421 Est. Cost $289.55 Unrealized
VOO Vanguard S&P 500 0.1%
Value ($000) $663 Shares 3,336 Est. Cost $192.33 Unrealized
VFSUX Vanguard Short-Term Inv 0.1%
Value ($000) $649 Shares 60,176 Est. Cost $10.77 Unrealized
SNY Sanofi ADS 0.1%
Value ($000) $646 Shares 16,910 Est. Cost $48.12 Unrealized
Senior Housing Prop Tru 0.1%
Value ($000) $646 Shares 28,442 Est. Cost $23.33 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $627 Shares 9,909 Est. Cost $17.84 Unrealized +94.8%
FCPGX Fidelity Small Cap Grow 0.1%
Value ($000) $616 Shares 30,209 Est. Cost $18.13 Unrealized
M Macy's Inc. 0.1%
Value ($000) $585 Shares 15,787 Est. Cost $50.69 Unrealized -28.5%
VMCIX Vanguard Mid Capitaliza 0.1%
Value ($000) $581 Shares 16,419 Est. Cost $28.08 Unrealized
TIAA-CREF Insti Mid Cap 0.1%
Value ($000) $561 Shares 28,066 Est. Cost $21.91 Unrealized
VSMAX Vaguard Small-Cap Index 0.1%
Value ($000) $549 Shares 9,375 Est. Cost $55.98 Unrealized
TSCO Tractor Supply Co. 0.1%
Value ($000) $547 Shares 8,120 Est. Cost $10.14 Unrealized +41.9%
CAG ConAgra Foods, Inc. 0.1%
Value ($000) $545 Shares 11,560 Est. Cost $17.69 Unrealized +45.0%
OAKIX Oakmark International F 0.1%
Value ($000) $541 Shares 24,996 Est. Cost $22.43 Unrealized
GILD Gilead Sciences Inc. 0.1%
Value ($000) $536 Shares 6,771 Est. Cost $41.01 Unrealized +40.9%
DUK Duke Energy Corp 0.1%
Value ($000) $533 Shares 6,662 Est. Cost $44.49 Unrealized +26.7%
TSLA Tesla Motors, Inc. 0.1%
Value ($000) $520 Shares 2,548 Est. Cost $13.95 Unrealized +3.5%
FIGRX Fidelity International 0.1%
Value ($000) $518 Shares 13,171 Est. Cost $38.78 Unrealized
L Brands, Inc. 0.1%
Value ($000) $493 Shares 6,969 Est. Cost $52.07 Unrealized
DFSHX DFA Selectively Hedged 0.1%
Value ($000) $476 Shares 48,723 Est. Cost $9.83 Unrealized
CE Celanese Corp. 0.1%
Value ($000) $466 Shares 7,000 Est. Cost $37.17 Unrealized +47.0%
Libbey Inc. 0.1%
Value ($000) $455 Shares 25,492 Est. Cost $24.11 Unrealized
GOOG Alphabet Inc. Class C 0.1%
Value ($000) $452 Shares 582 Est. Cost $31.76 Unrealized +18.7%
MDLZ Mondelez International 0.1%
Value ($000) $448 Shares 10,195 Est. Cost $23.39 Unrealized +50.6%
Dupont Fabros Technolog 0.1%
Value ($000) $433 Shares 10,502 Est. Cost $44.49 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $412 Shares 10,500 Est. Cost $27.85 Unrealized +27.2%
Stericycle Inc. 0.1%
Value ($000) $410 Shares 5,117 Est. Cost $110.42 Unrealized
FCNKX Fidelity Contrafund Cl 0.1%
Value ($000) $409 Shares 4,007 Est. Cost $97.20 Unrealized
Realpage Inc. 0.1%
Value ($000) $406 Shares 15,787 Est. Cost $25.72 Unrealized
SCHW Charles Schwab Corp 0.1%
Value ($000) $404 Shares 12,810 Est. Cost $15.92 Unrealized +63.5%
PEP PepsiCo, Inc. 0.1%
Value ($000) $400 Shares 3,680 Est. Cost $58.21 Unrealized +39.3%
Coherent Inc. 0.1%
Value ($000) $399 Shares 3,613 Est. Cost $94.41 Unrealized
RF Regions Financial Corp 0.1%
Value ($000) $387 Shares 39,173 Est. Cost $6.67 Unrealized -0.2%
NXPI NXP Semiconductors NV 0.1%
Value ($000) $378 Shares 3,704 Est. Cost $56.11 Unrealized +34.2%
On Assignment Inc. 0.1%
Value ($000) $369 Shares 10,165 Est. Cost $34.39 Unrealized
XLV SPDR Health Care Select 0.1%
Value ($000) $369 Shares 5,111 Est. Cost $72.20 Unrealized
IVW iShares S&P 500 Growth 0.1%
Value ($000) $364 Shares 2,994 Est. Cost $115.83 Unrealized
Drew Industries Inc. 0.1%
Value ($000) $364 Shares 3,711 Est. Cost $88.70 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $354 Shares 22,630 Est. Cost $12.07 Unrealized 0.0%
COR AmerisourceBergen Corp 0.1%
Value ($000) $343 Shares 4,244 Est. Cost $52.29 Unrealized +22.9%
JAZZ Jazz Pharmaceuticals pl 0.1%
Value ($000) $343 Shares 2,823 Est. Cost $139.11 Unrealized -3.1%
COST Costco Wholesale Corp 0.1%
Value ($000) $342 Shares 2,242 Est. Cost $136.95 Unrealized 0.0%
DuPont de Nemours & Co. 0.1%
Value ($000) $340 Shares 5,080 Est. Cost $57.12 Unrealized
Restricted Organovo Hol 0.1%
Value ($000) $339 Shares 89,483 Est. Cost $3.78 Unrealized
DODGX Dodge Cox Stock Fund 0.1%
Value ($000) $325 Shares 1,883 Est. Cost $142.54 Unrealized
Hanesbrands, Inc. 0.1%
Value ($000) $306 Shares 12,112 Est. Cost $38.05 Unrealized
DVY iShares Select Dividend 0.1%
Value ($000) $295 Shares 3,445 Est. Cost $64.70 Unrealized
ADP Automatic Data Processi 0.1%
Value ($000) $293 Shares 3,319 Est. Cost $74.09 Unrealized 0.0%
AIVL Wisdom Div Ex-Financial 0.0%
Value ($000) $290 Shares 3,685 Est. Cost $73.87 Unrealized
PYPL Paypal Holdings Inc. 0.0%
Value ($000) $271 Shares 6,615 Est. Cost $38.14 Unrealized +0.5%
MEIAX MFS Value Fund CL A 0.0%
Value ($000) $266 Shares 7,513 Est. Cost $34.06 Unrealized
VIG Vanguard Div Appreciati 0.0%
Value ($000) $265 Shares 3,163 Est. Cost $73.81 Unrealized
Blackrock Inc. 0.0%
Value ($000) $259 Shares 715 Est. Cost $319.94 Unrealized
HCSG Healthcare Services Gro 0.0%
Value ($000) $255 Shares 6,443 Est. Cost $23.62 Unrealized +65.9%
CPB Campbell Soup Company 0.0%
Value ($000) $254 Shares 4,650 Est. Cost $30.98 Unrealized +44.5%
DFGEX DFA Global Real Estate 0.0%
Value ($000) $245 Shares 21,232 Est. Cost $9.91 Unrealized
FDGKX Fidelity Dividend Growt 0.0%
Value ($000) $242 Shares 7,724 Est. Cost $30.65 Unrealized
VDIGX Vanguard Specialized Di 0.0%
Value ($000) $237 Shares 10,022 Est. Cost $22.05 Unrealized
ORLY O'Reilly Automotive, In 0.0%
Value ($000) $237 Shares 846 Est. Cost $18.74 Unrealized 0.0%
TRUP Trupanion Inc 0.0%
Value ($000) $226 Shares 13,384 Est. Cost $15.31 Unrealized 0.0%
TIAA-CREF Growth & Inco 0.0%
Value ($000) $223 Shares 18,231 Est. Cost $11.56 Unrealized
RPM RPM International, Inc. 0.0%
Value ($000) $220 Shares 4,102 Est. Cost $53.07 Unrealized 0.0%
GLD SPDR Gold Trust 0.0%
Value ($000) $217 Shares 1,725 Est. Cost $117.38 Unrealized
BRK/A Berkshire Hathaway Inc. 0.0%
Value ($000) $216 Shares 100 Est. Cost $219349.66 Unrealized 0.0%
DFA US Lg-Cap Growth Pr 0.0%
Value ($000) $212 Shares 13,839 Est. Cost $14.83 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $212 Shares 2,150 Est. Cost $9.55 Unrealized 0.0%
MWTRX Metropolitan West Total 0.0%
Value ($000) $211 Shares 19,153 Est. Cost $11.02 Unrealized
Monsanto Co 0.0%
Value ($000) $207 Shares 2,029 Est. Cost $103.50 Unrealized
PSX Phillips 66 0.0%
Value ($000) $207 Shares 2,571 Est. Cost $59.08 Unrealized -7.9%
ABBV AbbVie Inc. 0.0%
Value ($000) $207 Shares 3,283 Est. Cost $43.92 Unrealized 0.0%
FDIKX Fidelity Diversified In 0.0%
Value ($000) $205 Shares 5,798 Est. Cost $35.36 Unrealized
FLPKX Fidelity Low Price Stoc 0.0%
Value ($000) $204 Shares 4,194 Est. Cost $48.64 Unrealized
Vectren Corporation 0.0%
Value ($000) $201 Shares 4,000 Est. Cost $50.50 Unrealized
Nuveen Arizona Mun Bond 0.0%
Value ($000) $200 Shares 18,056 Est. Cost $10.63 Unrealized
Hospitalities Trust REI 0.0%
Value ($000) $200 Shares 6,745 Est. Cost $29.65 Unrealized
FKITX Franklin Fed Interm T/F 0.0%
Value ($000) $176 Shares 14,072 Est. Cost $12.08 Unrealized
HUN Huntsman Corp. 0.0%
Value ($000) $163 Shares 10,000 Est. Cost $11.85 Unrealized +33.7%
Tax Free Fund For Utah 0.0%
Value ($000) $154 Shares 14,500 Est. Cost $10.29 Unrealized
PTTRX PIMCO Total Return Inst 0.0%
Value ($000) $128 Shares 12,318 Est. Cost $10.78 Unrealized
FTHRX Fid Intermediate Bond F 0.0%
Value ($000) $123 Shares 11,081 Est. Cost $11.08 Unrealized
DFA Investment Grade Po 0.0%
Value ($000) $122 Shares 10,966 Est. Cost $10.95 Unrealized
TISIX TIAA-CREF Institutional 0.0%
Value ($000) $110 Shares 10,552 Est. Cost $10.42 Unrealized
Putnam Arizona Tax Exem 0.0%
Value ($000) $98 Shares 10,554 Est. Cost $9.10 Unrealized
Digirad Corporation 0.0%
Value ($000) $67 Shares 13,100 Est. Cost $3.66 Unrealized
Personal Mini Storage S 0.0%
Value ($000) $50 Shares 10,000 Est. Cost $5.00 Unrealized
Carbylan Therapeutics I 0.0%
Value ($000) $45 Shares 96,954 Est. Cost $3.62 Unrealized
AXGC Axis Energy Corporation 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.02 Unrealized -84.0%
Oliex Inc. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized