Segment Wealth Management, LLC Diversified Active

CIK: 0001575581 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 6, 2017

Total Value ($000): $272,564 (100.0% shares, 0.0% debt)

Holdings (174)

IWD ISHARES TR 4.5%
Value ($000) $12,355 Shares 110,282 Est. Cost $89.25 Unrealized
XOM EXXON MOBIL CORP 3.9%
Value ($000) $10,708 Shares 118,631 Est. Cost $53.77 Unrealized +8.2%
VTI VANGUARD INDEX FDS 2.8%
Value ($000) $7,652 Shares 66,353 Est. Cost $93.91 Unrealized
SPY SPDR S&P 500 ETF TR 2.7%
Value ($000) $7,404 Shares 33,125 Est. Cost $200.13 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.7%
Value ($000) $7,370 Shares 24,427 Est. Cost $246.66 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 2.5%
Value ($000) $6,799 Shares 251,425 Est. Cost $44.94 Unrealized
POWERSHARES QQQ TRUST 2.4%
Value ($000) $6,556 Shares 55,338 Est. Cost $97.90 Unrealized
APACHE CORP 2.0%
Value ($000) $5,391 Shares 84,930 Est. Cost $85.28 Unrealized
MO ALTRIA GROUP INC 2.0%
Value ($000) $5,346 Shares 79,062 Est. Cost $18.72 Unrealized +81.6%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $4,509 Shares 39,139 Est. Cost $64.17 Unrealized +39.8%
OEF ISHARES TR 1.6%
Value ($000) $4,409 Shares 44,401 Est. Cost $77.72 Unrealized
CTRA CABOT OIL & GAS CORP 1.6%
Value ($000) $4,243 Shares 181,641 Est. Cost $25.92 Unrealized -36.7%
AAPL APPLE INC 1.5%
Value ($000) $4,052 Shares 34,985 Est. Cost $21.87 Unrealized +19.3%
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $3,912 Shares 16,339 Est. Cost $127.48 Unrealized +31.6%
WHOLE FOODS MKT INC 1.4%
Value ($000) $3,899 Shares 126,748 Est. Cost $51.48 Unrealized
MMM 3M CO 1.4%
Value ($000) $3,812 Shares 21,346 Est. Cost $70.82 Unrealized +50.0%
GENERAL ELECTRIC CO 1.4%
Value ($000) $3,801 Shares 120,299 Est. Cost $24.33 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 1.4%
Value ($000) $3,757 Shares 81,172 Est. Cost $16.26 Unrealized +168.7%
PFE PFIZER INC 1.4%
Value ($000) $3,682 Shares 113,368 Est. Cost $17.50 Unrealized +17.2%
HD HOME DEPOT INC 1.3%
Value ($000) $3,436 Shares 25,629 Est. Cost $67.77 Unrealized +52.6%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $3,412 Shares 63,915 Est. Cost $27.28 Unrealized +13.6%
MRSH MARSH & MCLENNAN COS INC 1.2%
Value ($000) $3,254 Shares 48,147 Est. Cost $37.58 Unrealized +53.4%
ACN ACCENTURE PLC IRELAND 1.2%
Value ($000) $3,157 Shares 26,955 Est. Cost $80.47 Unrealized +28.2%
MCD MCDONALDS CORP 1.1%
Value ($000) $3,086 Shares 25,351 Est. Cost $72.36 Unrealized +30.3%
IJS ISHARES TR 1.1%
Value ($000) $3,075 Shares 21,962 Est. Cost $111.99 Unrealized
MDLZ MONDELEZ INTL INC 1.1%
Value ($000) $3,035 Shares 68,456 Est. Cost $25.78 Unrealized +34.7%
NKE NIKE INC 1.1%
Value ($000) $3,025 Shares 59,507 Est. Cost $42.55 Unrealized +7.1%
ADP AUTOMATIC DATA PROCESSING IN 1.1%
Value ($000) $2,881 Shares 28,028 Est. Cost $55.61 Unrealized +38.0%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $2,864 Shares 24,331 Est. Cost $71.08 Unrealized +3.8%
WEINGARTEN RLTY INVS 1.0%
Value ($000) $2,804 Shares 78,359 Est. Cost $31.71 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,708 Shares 43,586 Est. Cost $46.38 Unrealized +16.3%
AEP AMERICAN ELEC PWR INC 1.0%
Value ($000) $2,702 Shares 42,916 Est. Cost $32.80 Unrealized +36.3%
LYB LYONDELLBASELL INDUSTRIES N 1.0%
Value ($000) $2,674 Shares 31,172 Est. Cost $49.39 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $2,634 Shares 16,459 Est. Cost $69.31 Unrealized +86.3%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $2,621 Shares 22,861 Est. Cost $76.37 Unrealized +5.1%
XLF SELECT SECTOR SPDR TR 1.0%
Value ($000) $2,599 Shares 111,800 Est. Cost $21.14 Unrealized
CNP CENTERPOINT ENERGY INC 0.9%
Value ($000) $2,565 Shares 104,102 Est. Cost $15.31 Unrealized +14.6%
CSCO CISCO SYS INC 0.9%
Value ($000) $2,551 Shares 84,411 Est. Cost $18.75 Unrealized +22.9%
USB US BANCORP DEL 0.9%
Value ($000) $2,497 Shares 48,615 Est. Cost $27.89 Unrealized +21.1%
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $2,487 Shares 22,306 Est. Cost $95.45 Unrealized
SEAGATE TECHNOLOGY PLC 0.9%
Value ($000) $2,384 Shares 62,460 Est. Cost $38.55 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $2,339 Shares 60,846 Est. Cost $35.41 Unrealized -3.6%
MSI MOTOROLA SOLUTIONS INC 0.9%
Value ($000) $2,327 Shares 28,078 Est. Cost $59.32 Unrealized +15.2%
INTC INTEL CORP 0.8%
Value ($000) $2,273 Shares 62,658 Est. Cost $28.64 Unrealized +1.8%
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $2,261 Shares 24,311 Est. Cost $74.20 Unrealized
STT STATE STR CORP 0.8%
Value ($000) $2,235 Shares 28,760 Est. Cost $52.91 Unrealized +8.7%
HESS CORP 0.8%
Value ($000) $2,220 Shares 35,632 Est. Cost $53.24 Unrealized
GRMN GARMIN LTD 0.8%
Value ($000) $2,220 Shares 45,780 Est. Cost $38.46 Unrealized +1.9%
UNP UNION PAC CORP 0.8%
Value ($000) $2,200 Shares 21,221 Est. Cost $71.91 Unrealized +11.7%
XLE SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,159 Shares 28,669 Est. Cost $70.93 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.8%
Value ($000) $2,116 Shares 53,612 Est. Cost $31.79 Unrealized 0.0%
V VISA INC 0.8%
Value ($000) $2,100 Shares 26,910 Est. Cost $75.01 Unrealized +0.6%
JCI JOHNSON CTLS INTL PLC 0.8%
Value ($000) $2,097 Shares 50,922 Est. Cost $33.28 Unrealized +3.0%
ALL ALLSTATE CORP 0.8%
Value ($000) $2,095 Shares 28,263 Est. Cost $50.79 Unrealized +13.1%
AMGN AMGEN INC 0.8%
Value ($000) $2,058 Shares 14,074 Est. Cost $126.95 Unrealized -9.9%
GIS GENERAL MLS INC 0.7%
Value ($000) $2,041 Shares 33,046 Est. Cost $40.57 Unrealized +10.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,024 Shares 12,420 Est. Cost $132.64 Unrealized +16.1%
GLD SPDR GOLD TRUST 0.7%
Value ($000) $2,014 Shares 18,377 Est. Cost $119.23 Unrealized
XBI SPDR SERIES TRUST 0.7%
Value ($000) $1,965 Shares 33,200 Est. Cost $62.34 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.7%
Value ($000) $1,929 Shares 25,508 Est. Cost $64.47 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.7%
Value ($000) $1,888 Shares 58,459 Est. Cost $54.15 Unrealized
NWL NEWELL BRANDS INC 0.7%
Value ($000) $1,776 Shares 39,787 Est. Cost $27.36 Unrealized +19.6%
IJK ISHARES TR 0.5%
Value ($000) $1,444 Shares 7,925 Est. Cost $171.48 Unrealized
VDC VANGUARD WORLD FDS 0.5%
Value ($000) $1,427 Shares 10,649 Est. Cost $135.99 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.5%
Value ($000) $1,401 Shares 16,442 Est. Cost $77.37 Unrealized
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,294 Shares 15,900 Est. Cost $80.41 Unrealized
ITA ISHARES TR 0.5%
Value ($000) $1,279 Shares 9,105 Est. Cost $140.47 Unrealized
VLO VALERO ENERGY CORP NEW 0.5%
Value ($000) $1,242 Shares 18,175 Est. Cost $36.80 Unrealized +16.2%
PWR QUANTA SVCS INC 0.5%
Value ($000) $1,232 Shares 35,351 Est. Cost $27.85 Unrealized +10.6%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,230 Shares 25,430 Est. Cost $48.28 Unrealized
PII POLARIS INDS INC 0.4%
Value ($000) $1,174 Shares 14,250 Est. Cost $86.74 Unrealized -6.0%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,173 Shares 17,010 Est. Cost $68.96 Unrealized
BA BOEING CO 0.4%
Value ($000) $1,159 Shares 7,446 Est. Cost $104.12 Unrealized +29.7%
T AT&T INC 0.4%
Value ($000) $1,111 Shares 26,133 Est. Cost $12.51 Unrealized +23.5%
KO COCA COLA CO 0.4%
Value ($000) $1,105 Shares 26,662 Est. Cost $28.41 Unrealized +9.9%
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $1,018 Shares 10,974 Est. Cost $62.03 Unrealized +18.9%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,003 Shares 11,625 Est. Cost $41.99 Unrealized +42.6%
IJJ ISHARES TR 0.4%
Value ($000) $955 Shares 6,580 Est. Cost $131.00 Unrealized
EOG EOG RES INC 0.3%
Value ($000) $951 Shares 9,402 Est. Cost $61.18 Unrealized +18.3%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $937 Shares 11,146 Est. Cost $58.66 Unrealized +13.8%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $918 Shares 44,348 Est. Cost $22.33 Unrealized -41.3%
KAYNE ANDERSON MLP INVT CO 0.3%
Value ($000) $886 Shares 45,230 Est. Cost $19.91 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $883 Shares 15,003 Est. Cost $32.43 Unrealized +35.9%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $876 Shares 24,176 Est. Cost $36.23 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $868 Shares 3,473 Est. Cost $157.13 Unrealized +24.7%
ENBRIDGE ENERGY PARTNERS L P 0.3%
Value ($000) $801 Shares 31,450 Est. Cost $31.78 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $752 Shares 8,216 Est. Cost $52.83 Unrealized +10.2%
TC PIPELINES LP 0.3%
Value ($000) $736 Shares 12,500 Est. Cost $48.32 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $696 Shares 6,652 Est. Cost $63.56 Unrealized +24.9%
IWM ISHARES TR 0.3%
Value ($000) $687 Shares 5,097 Est. Cost $108.30 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.2%
Value ($000) $671 Shares 18,254 Est. Cost $34.14 Unrealized +3.5%
VERTEX ENERGY INC 0.2%
Value ($000) $663 Shares 505,820 Est. Cost $3.72 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $659 Shares 8,496 Est. Cost $47.38 Unrealized +11.2%
PRK PARK NATL CORP 0.2%
Value ($000) $574 Shares 4,800 Est. Cost $68.98 Unrealized +54.9%
ONEOK PARTNERS LP 0.2%
Value ($000) $569 Shares 13,224 Est. Cost $51.45 Unrealized
WILLIAMS PARTNERS L P NEW 0.2%
Value ($000) $555 Shares 14,595 Est. Cost $47.78 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $550 Shares 8,400 Est. Cost $44.47 Unrealized +24.5%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $540 Shares 6,434 Est. Cost $54.51 Unrealized +15.6%
PSA PUBLIC STORAGE 0.2%
Value ($000) $538 Shares 2,405 Est. Cost $129.33 Unrealized +13.5%
SPECTRA ENERGY CORP 0.2%
Value ($000) $525 Shares 12,772 Est. Cost $34.65 Unrealized
CEDAR FAIR L P 0.2%
Value ($000) $520 Shares 8,100 Est. Cost $42.64 Unrealized
MAC MACERICH CO 0.2%
Value ($000) $520 Shares 7,342 Est. Cost $79.35 Unrealized
HEALTHCARE RLTY TR 0.2%
Value ($000) $515 Shares 17,000 Est. Cost $25.31 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $499 Shares 7,968 Est. Cost $29.92 Unrealized +39.7%
AB ALLIANCEBERNSTEIN HOLDING LP 0.2%
Value ($000) $480 Shares 20,479 Est. Cost $24.99 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $462 Shares 6,491 Est. Cost $58.10 Unrealized +7.3%
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $445 Shares 24,175 Est. Cost $7.78 Unrealized 0.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $418 Shares 4,000 Est. Cost $65.45 Unrealized +38.6%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $413 Shares 2,323 Est. Cost $85.83 Unrealized +33.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $389 Shares 8,006 Est. Cost $44.73 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $389 Shares 6,525 Est. Cost $41.08 Unrealized
CONTINENTAL RESOURCES INC 0.1%
Value ($000) $382 Shares 7,420 Est. Cost $33.77 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $371 Shares 5,052 Est. Cost $70.51 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $364 Shares 6,225 Est. Cost $32.29 Unrealized +22.4%
ENLINK MIDSTREAM LLC 0.1%
Value ($000) $358 Shares 18,812 Est. Cost $17.65 Unrealized
ENERGEN CORP 0.1%
Value ($000) $346 Shares 6,000 Est. Cost $57.67 Unrealized
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $335 Shares 6,855 Est. Cost $44.80 Unrealized +6.2%
IWF ISHARES TR 0.1%
Value ($000) $328 Shares 3,128 Est. Cost $72.67 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $328 Shares 2,848 Est. Cost $30.05 Unrealized +305.9%
PSX PHILLIPS 66 0.1%
Value ($000) $321 Shares 3,719 Est. Cost $46.44 Unrealized +26.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $320 Shares 427 Est. Cost $34.14 Unrealized +14.8%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $312 Shares 3,707 Est. Cost $42.06 Unrealized +38.4%
ANADARKO PETE CORP 0.1%
Value ($000) $310 Shares 4,439 Est. Cost $54.84 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $308 Shares 4,019 Est. Cost $44.59 Unrealized +10.9%
CONE MIDSTREAM PARTNERS LP 0.1%
Value ($000) $306 Shares 13,000 Est. Cost $23.54 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $303 Shares 2,436 Est. Cost $89.90 Unrealized
HI-CRUSH PARTNERS LP 0.1%
Value ($000) $293 Shares 14,800 Est. Cost $19.80 Unrealized
IEX IDEX CORP 0.1%
Value ($000) $290 Shares 3,221 Est. Cost $51.32 Unrealized +57.6%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $288 Shares 11,150 Est. Cost $26.52 Unrealized
EATON VANCE NATL MUN OPPORT 0.1%
Value ($000) $284 Shares 13,644 Est. Cost $19.72 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $282 Shares 5,610 Est. Cost $33.98 Unrealized +0.7%
SYY SYSCO CORP 0.1%
Value ($000) $281 Shares 5,071 Est. Cost $33.94 Unrealized +20.7%
TWITTER INC 0.1%
Value ($000) $280 Shares 17,179 Est. Cost $23.17 Unrealized
ADNT ADIENT PLC 0.1%
Value ($000) $278 Shares 4,751 Est. Cost $50.50 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $277 Shares 7,023 Est. Cost $35.91 Unrealized +11.7%
CELGENE CORP 0.1%
Value ($000) $272 Shares 2,350 Est. Cost $87.79 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $271 Shares 7,420 Est. Cost $37.47 Unrealized
GEL GENESIS ENERGY L P 0.1%
Value ($000) $270 Shares 7,500 Est. Cost $45.60 Unrealized
HOLLY ENERGY PARTNERS L P 0.1%
Value ($000) $269 Shares 8,400 Est. Cost $38.09 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $256 Shares 3,509 Est. Cost $45.66 Unrealized +21.5%
CONCHO RES INC 0.1%
Value ($000) $253 Shares 1,905 Est. Cost $132.81 Unrealized
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $246 Shares 1,388 Est. Cost $86.71 Unrealized +42.3%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $245 Shares 4,921 Est. Cost $33.98 Unrealized +18.2%
NUE NUCOR CORP 0.1%
Value ($000) $239 Shares 4,008 Est. Cost $45.63 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $238 Shares 4,751 Est. Cost $40.55 Unrealized -14.3%
SYK STRYKER CORP 0.1%
Value ($000) $238 Shares 1,990 Est. Cost $77.85 Unrealized +33.5%
SPX CORP 0.1%
Value ($000) $237 Shares 10,000 Est. Cost $14.87 Unrealized
AMERICAN CAP LTD 0.1%
Value ($000) $235 Shares 13,118 Est. Cost $12.69 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $234 Shares 10,582 Est. Cost $15.68 Unrealized 0.0%
SNY SANOFI 0.1%
Value ($000) $230 Shares 5,691 Est. Cost $51.44 Unrealized
AETNA INC NEW 0.1%
Value ($000) $226 Shares 1,819 Est. Cost $106.46 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $225 Shares 1,000 Est. Cost $205.00 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $225 Shares 8,945 Est. Cost $26.41 Unrealized
LEVEL 3 COMMUNICATIONS INC 0.1%
Value ($000) $222 Shares 3,940 Est. Cost $56.35 Unrealized
ARCC ARES CAP CORP 0.1%
Value ($000) $214 Shares 12,998 Est. Cost $5.34 Unrealized +23.9%
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $214 Shares 6,157 Est. Cost $34.76 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $214 Shares 6,497 Est. Cost $45.04 Unrealized
DOW CHEM CO 0.1%
Value ($000) $213 Shares 3,726 Est. Cost $57.17 Unrealized
WESTERN REFNG INC 0.1%
Value ($000) $211 Shares 5,576 Est. Cost $37.84 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $210 Shares 7,098 Est. Cost $29.59 Unrealized
HCA HCA HOLDINGS INC 0.1%
Value ($000) $209 Shares 2,830 Est. Cost $65.33 Unrealized +6.6%
DTF TAX-FREE INCOME INC 0.1%
Value ($000) $208 Shares 14,401 Est. Cost $15.07 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $208 Shares 2,000 Est. Cost $105.60 Unrealized
OASIS PETE INC NEW 0.1%
Value ($000) $207 Shares 13,700 Est. Cost $15.11 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $207 Shares 4,350 Est. Cost $37.62 Unrealized 0.0%
HUM HUMANA INC 0.1%
Value ($000) $204 Shares 1,000 Est. Cost $176.81 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $203 Shares 1,750 Est. Cost $73.33 Unrealized +14.8%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $202 Shares 12,229 Est. Cost $16.52 Unrealized
KKR & CO L P DEL 0.1%
Value ($000) $192 Shares 12,485 Est. Cost $15.38 Unrealized
INVESCO MUN TR 0.1%
Value ($000) $184 Shares 15,000 Est. Cost $12.25 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $176 Shares 10,000 Est. Cost $24.50 Unrealized
CARBO CERAMICS INC 0.1%
Value ($000) $160 Shares 15,300 Est. Cost $10.46 Unrealized
FEDERATED PREM INTR MUN INC 0.1%
Value ($000) $137 Shares 10,800 Est. Cost $13.04 Unrealized
SEADRILL LIMITED 0.0%
Value ($000) $38 Shares 11,000 Est. Cost $9.36 Unrealized