Mechanics Bank Trust Department Diversified Active

CIK: 0001439743 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 26, 2022

Total Value ($000): $676,855 (100.0% shares, 0.0% debt)

Holdings (173)

SPY SPDR S&P 500 ETF TR 7.0%
Value ($000) $47,046 Shares 99,052 Est. Cost $227.23 Unrealized
LQD ISHARES TR 5.0%
Value ($000) $34,181 Shares 257,937 Est. Cost $126.01 Unrealized
AAPL APPLE INC 4.8%
Value ($000) $32,280 Shares 181,790 Est. Cost $84.93 Unrealized +82.2%
MSFT MICROSOFT CORP 4.4%
Value ($000) $30,001 Shares 89,203 Est. Cost $38.43 Unrealized +715.5%
GOOGL ALPHABET INC 3.2%
Value ($000) $21,406 Shares 7,389 Est. Cost $38.31 Unrealized +273.1%
VUG VANGUARD INDEX FDS 2.5%
Value ($000) $17,128 Shares 53,372 Est. Cost $112.29 Unrealized
QQQ INVESCO QQQ TR 2.3%
Value ($000) $15,399 Shares 38,705 Est. Cost $221.83 Unrealized
ABT ABBOTT LABS 2.2%
Value ($000) $14,839 Shares 105,440 Est. Cost $33.48 Unrealized +254.5%
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $13,378 Shares 23,567 Est. Cost $102.10 Unrealized +378.1%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $13,170 Shares 76,987 Est. Cost $64.54 Unrealized +124.8%
MDY SPDR S&P MIDCAP 400 ETF TR 1.6%
Value ($000) $10,986 Shares 21,222 Est. Cost $289.52 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $10,940 Shares 3,281 Est. Cost $59.71 Unrealized +186.6%
MCD MCDONALDS CORP 1.6%
Value ($000) $10,783 Shares 40,225 Est. Cost $77.99 Unrealized +194.4%
USHY ISHARES TR 1.6%
Value ($000) $10,621 Shares 257,846 Est. Cost $41.57 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.5%
Value ($000) $10,038 Shares 27,630 Est. Cost $183.64 Unrealized
IYW ISHARES TR 1.5%
Value ($000) $9,874 Shares 85,992 Est. Cost $95.91 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $9,664 Shares 163,655 Est. Cost $16.47 Unrealized +144.2%
AGG ISHARES TR 1.4%
Value ($000) $9,609 Shares 84,237 Est. Cost $113.30 Unrealized
ORCL ORACLE CORP 1.4%
Value ($000) $9,431 Shares 108,141 Est. Cost $28.93 Unrealized +207.3%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $9,420 Shares 80,268 Est. Cost $74.98 Unrealized +28.2%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $9,387 Shares 57,386 Est. Cost $69.88 Unrealized +91.9%
IWO ISHARES TR 1.3%
Value ($000) $8,857 Shares 30,224 Est. Cost $161.71 Unrealized
V VISA INC 1.2%
Value ($000) $8,459 Shares 39,032 Est. Cost $86.45 Unrealized +140.7%
HD HOME DEPOT INC 1.2%
Value ($000) $8,256 Shares 19,893 Est. Cost $102.83 Unrealized +233.7%
USMV ISHARES TR 1.1%
Value ($000) $7,576 Shares 93,650 Est. Cost $64.20 Unrealized
IJK ISHARES TR 1.0%
Value ($000) $7,061 Shares 82,820 Est. Cost $98.94 Unrealized
XLK SELECT SECTOR SPDR TR 1.0%
Value ($000) $7,002 Shares 40,270 Est. Cost $72.97 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $6,800 Shares 22,742 Est. Cost $130.91 Unrealized +118.8%
XLF SELECT SECTOR SPDR TR 1.0%
Value ($000) $6,519 Shares 166,948 Est. Cost $22.01 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $6,154 Shares 38,863 Est. Cost $57.72 Unrealized +156.1%
ADP AUTOMATIC DATA PROCESSING IN 0.9%
Value ($000) $6,114 Shares 24,795 Est. Cost $85.44 Unrealized +142.6%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,071 Shares 99,214 Est. Cost $53.43 Unrealized +0.9%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $5,762 Shares 92,414 Est. Cost $28.80 Unrealized +71.0%
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $5,593 Shares 52,862 Est. Cost $58.55 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $5,560 Shares 107,948 Est. Cost $28.67 Unrealized +64.9%
PEP PEPSICO INC 0.8%
Value ($000) $5,210 Shares 29,993 Est. Cost $62.37 Unrealized +130.0%
HON HONEYWELL INTL INC 0.8%
Value ($000) $5,132 Shares 24,614 Est. Cost $64.04 Unrealized +189.0%
IWF ISHARES TR 0.7%
Value ($000) $5,063 Shares 16,570 Est. Cost $108.96 Unrealized
DVY ISHARES TR 0.7%
Value ($000) $4,977 Shares 40,596 Est. Cost $88.50 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $4,802 Shares 81,106 Est. Cost $35.29 Unrealized +39.3%
CSCO CISCO SYS INC 0.7%
Value ($000) $4,683 Shares 73,894 Est. Cost $26.24 Unrealized +92.3%
MO ALTRIA GROUP INC 0.7%
Value ($000) $4,458 Shares 94,077 Est. Cost $16.29 Unrealized +101.3%
IWP ISHARES TR 0.7%
Value ($000) $4,439 Shares 38,529 Est. Cost $122.97 Unrealized
WMT WALMART INC 0.6%
Value ($000) $4,310 Shares 29,793 Est. Cost $22.92 Unrealized +97.1%
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $4,301 Shares 30,523 Est. Cost $76.38 Unrealized
ROST ROSS STORES INC 0.6%
Value ($000) $4,225 Shares 36,972 Est. Cost $41.24 Unrealized +158.5%
RSG REPUBLIC SVCS INC 0.6%
Value ($000) $4,160 Shares 29,830 Est. Cost $33.34 Unrealized +277.9%
GOOG ALPHABET INC 0.6%
Value ($000) $4,126 Shares 1,426 Est. Cost $39.43 Unrealized +263.8%
SDY SPDR SER TR 0.6%
Value ($000) $4,126 Shares 31,955 Est. Cost $86.22 Unrealized
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $3,643 Shares 12,452 Est. Cost $179.52 Unrealized +33.4%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $3,572 Shares 7,114 Est. Cost $209.24 Unrealized +101.8%
ENB ENBRIDGE INC 0.5%
Value ($000) $3,537 Shares 90,515 Est. Cost $24.83 Unrealized +23.5%
BOND PIMCO ETF TR 0.5%
Value ($000) $3,534 Shares 32,302 Est. Cost $107.67 Unrealized
GTO INVESCO ACTIVELY MANAGED ETF 0.5%
Value ($000) $3,530 Shares 62,620 Est. Cost $56.55 Unrealized
EFG ISHARES TR 0.5%
Value ($000) $3,413 Shares 30,949 Est. Cost $102.75 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.5%
Value ($000) $3,409 Shares 66,382 Est. Cost $35.67 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,333 Shares 64,154 Est. Cost $29.32 Unrealized +37.8%
PAYX PAYCHEX INC 0.5%
Value ($000) $3,247 Shares 23,785 Est. Cost $34.01 Unrealized +223.1%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $3,171 Shares 14,795 Est. Cost $83.62 Unrealized +101.6%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $3,092 Shares 32,546 Est. Cost $49.30 Unrealized +54.8%
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $3,050 Shares 14,916 Est. Cost $93.57 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $2,950 Shares 16,971 Est. Cost $91.07 Unrealized +71.5%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $2,830 Shares 25,244 Est. Cost $73.04 Unrealized
YUM YUM BRANDS INC 0.4%
Value ($000) $2,791 Shares 20,097 Est. Cost $41.82 Unrealized +182.7%
DIS DISNEY WALT CO 0.4%
Value ($000) $2,771 Shares 17,887 Est. Cost $106.09 Unrealized +48.7%
LOW LOWES COS INC 0.4%
Value ($000) $2,718 Shares 10,517 Est. Cost $118.05 Unrealized +86.2%
DHR DANAHER CORPORATION 0.4%
Value ($000) $2,681 Shares 8,148 Est. Cost $100.32 Unrealized +169.2%
NKE NIKE INC 0.4%
Value ($000) $2,584 Shares 15,503 Est. Cost $87.17 Unrealized +77.3%
BAX BAXTER INTL INC 0.4%
Value ($000) $2,559 Shares 29,806 Est. Cost $32.45 Unrealized +125.5%
ZTS ZOETIS INC 0.4%
Value ($000) $2,522 Shares 10,336 Est. Cost $143.53 Unrealized +46.7%
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,483 Shares 34,684 Est. Cost $51.04 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $2,462 Shares 8,371 Est. Cost $20.23 Unrealized +35.8%
UNP UNION PAC CORP 0.4%
Value ($000) $2,422 Shares 9,617 Est. Cost $97.19 Unrealized +121.2%
EMR EMERSON ELEC CO 0.4%
Value ($000) $2,412 Shares 25,941 Est. Cost $41.84 Unrealized +106.8%
MRK MERCK & CO INC 0.4%
Value ($000) $2,406 Shares 31,383 Est. Cost $32.02 Unrealized +118.3%
CVS CVS HEALTH CORP 0.4%
Value ($000) $2,399 Shares 23,255 Est. Cost $44.43 Unrealized +81.1%
BLACKROCK INC 0.4%
Value ($000) $2,381 Shares 2,600 Est. Cost $641.28 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2,317 Shares 13,884 Est. Cost $30.91 Unrealized +387.5%
SO SOUTHERN CO 0.3%
Value ($000) $2,301 Shares 33,547 Est. Cost $28.50 Unrealized +92.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $2,278 Shares 21,714 Est. Cost $44.03 Unrealized +96.0%
TIP ISHARES TR 0.3%
Value ($000) $2,205 Shares 17,070 Est. Cost $116.37 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,150 Shares 43,465 Est. Cost $39.90 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $2,137 Shares 11,330 Est. Cost $210.82 Unrealized +2.4%
GLD SPDR GOLD TR 0.3%
Value ($000) $2,036 Shares 11,911 Est. Cost $135.31 Unrealized
T AT&T INC 0.3%
Value ($000) $1,929 Shares 78,411 Est. Cost $12.72 Unrealized +15.3%
IJR ISHARES TR 0.3%
Value ($000) $1,909 Shares 16,667 Est. Cost $83.88 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $1,803 Shares 6,528 Est. Cost $84.29 Unrealized +189.3%
FDLO FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,770 Shares 33,846 Est. Cost $47.38 Unrealized
BAC BK OF AMERICA CORP 0.3%
Value ($000) $1,760 Shares 39,566 Est. Cost $23.27 Unrealized +76.3%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,729 Shares 34,345 Est. Cost $34.40 Unrealized +34.1%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,702 Shares 22,071 Est. Cost $52.83 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,699 Shares 4,439 Est. Cost $238.87 Unrealized +49.2%
SHOP SHOPIFY INC 0.2%
Value ($000) $1,675 Shares 1,216 Est. Cost $128.81 Unrealized +13.4%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,635 Shares 18,047 Est. Cost $52.65 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $1,477 Shares 6,378 Est. Cost $121.55 Unrealized +76.2%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $1,465 Shares 3,959 Est. Cost $217.37 Unrealized +46.2%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,441 Shares 18,339 Est. Cost $34.53 Unrealized +79.9%
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,392 Shares 20,398 Est. Cost $59.96 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,386 Shares 10,236 Est. Cost $44.57 Unrealized +128.2%
AMGN AMGEN INC 0.2%
Value ($000) $1,333 Shares 5,926 Est. Cost $140.30 Unrealized +32.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,310 Shares 1,963 Est. Cost $344.43 Unrealized +79.2%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,282 Shares 3,566 Est. Cost $244.57 Unrealized +38.1%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $1,254 Shares 5,082 Est. Cost $155.99 Unrealized +34.8%
IDV ISHARES TR 0.2%
Value ($000) $1,191 Shares 38,201 Est. Cost $32.05 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,171 Shares 10,012 Est. Cost $80.35 Unrealized +27.2%
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,155 Shares 8,238 Est. Cost $56.90 Unrealized +107.4%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,131 Shares 7,910 Est. Cost $110.06 Unrealized +4.7%
IWM ISHARES TR 0.2%
Value ($000) $1,119 Shares 5,028 Est. Cost $124.95 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,110 Shares 2,868 Est. Cost $65.53 Unrealized +431.4%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $1,103 Shares 12,610 Est. Cost $31.08 Unrealized +25.2%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,043 Shares 10,079 Est. Cost $61.23 Unrealized +66.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $1,008 Shares 1,777 Est. Cost $625.08 Unrealized 0.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $994 Shares 5,703 Est. Cost $67.36 Unrealized +116.2%
LAM RESEARCH CORP 0.1%
Value ($000) $986 Shares 1,371 Est. Cost $608.89 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $974 Shares 13,493 Est. Cost $40.91 Unrealized +53.1%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $963 Shares 17,346 Est. Cost $58.16 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $951 Shares 3,358 Est. Cost $155.73 Unrealized
PIMCO CALIF MUN INCOME FD 0.1%
Value ($000) $919 Shares 49,450 Est. Cost $17.28 Unrealized
SPTS SPDR SER TR 0.1%
Value ($000) $877 Shares 28,817 Est. Cost $29.89 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $845 Shares 3,399 Est. Cost $167.30 Unrealized +28.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $830 Shares 4,400 Est. Cost $35.46 Unrealized +379.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $815 Shares 9,473 Est. Cost $54.61 Unrealized +45.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $728 Shares 3,015 Est. Cost $125.68 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $710 Shares 4,650 Est. Cost $166.80 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $705 Shares 11,580 Est. Cost $31.05 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $695 Shares 1,457 Est. Cost $260.29 Unrealized
SRE SEMPRA 0.1%
Value ($000) $694 Shares 5,250 Est. Cost $50.28 Unrealized +10.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $642 Shares 6,885 Est. Cost $62.86 Unrealized +23.1%
MMM 3M CO 0.1%
Value ($000) $618 Shares 3,479 Est. Cost $94.45 Unrealized +34.8%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $588 Shares 5,169 Est. Cost $95.96 Unrealized
ETF MANAGERS TR 0.1%
Value ($000) $587 Shares 10,105 Est. Cost $59.11 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $585 Shares 2,828 Est. Cost $101.61 Unrealized +83.7%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $578 Shares 11,165 Est. Cost $32.98 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $554 Shares 1,478 Est. Cost $97.16 Unrealized +183.7%
CSV CARRIAGE SVCS INC 0.1%
Value ($000) $529 Shares 8,214 Est. Cost $25.41 Unrealized +92.2%
MOO VANECK ETF TRUST 0.1%
Value ($000) $494 Shares 5,173 Est. Cost $49.96 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $477 Shares 6,567 Est. Cost $52.03 Unrealized +13.0%
CI CIGNA CORP NEW 0.1%
Value ($000) $461 Shares 2,008 Est. Cost $190.77 Unrealized +3.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $455 Shares 5,135 Est. Cost $58.24 Unrealized +29.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $451 Shares 2,469 Est. Cost $71.80 Unrealized +103.4%
SUSA ISHARES TR 0.1%
Value ($000) $441 Shares 4,150 Est. Cost $103.79 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $425 Shares 2,600 Est. Cost $109.05 Unrealized +48.4%
GWW GRAINGER W W INC 0.1%
Value ($000) $415 Shares 800 Est. Cost $270.64 Unrealized +67.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $404 Shares 8,425 Est. Cost $34.23 Unrealized +29.7%
SHY ISHARES TR 0.1%
Value ($000) $403 Shares 4,710 Est. Cost $85.52 Unrealized
LINDE PLC 0.1%
Value ($000) $400 Shares 1,156 Est. Cost $280.62 Unrealized
ENVIVA PARTNERS LP 0.1%
Value ($000) $387 Shares 5,500 Est. Cost $40.18 Unrealized
HANESBRANDS INC 0.1%
Value ($000) $384 Shares 22,929 Est. Cost $11.61 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $381 Shares 1,080 Est. Cost $232.48 Unrealized +33.9%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $379 Shares 2,377 Est. Cost $78.89 Unrealized +92.0%
EEM ISHARES TR 0.1%
Value ($000) $372 Shares 7,605 Est. Cost $41.26 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $362 Shares 3,268 Est. Cost $109.55 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $348 Shares 1,300 Est. Cost $173.69 Unrealized +44.6%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $335 Shares 21,750 Est. Cost $10.30 Unrealized +26.4%
HSY HERSHEY CO 0.0%
Value ($000) $331 Shares 1,712 Est. Cost $83.10 Unrealized +96.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $330 Shares 3,706 Est. Cost $54.78 Unrealized +32.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $325 Shares 785 Est. Cost $223.05 Unrealized +53.9%
INTU INTUIT 0.0%
Value ($000) $322 Shares 500 Est. Cost $264.89 Unrealized +127.1%
EFA ISHARES TR 0.0%
Value ($000) $302 Shares 3,835 Est. Cost $78.85 Unrealized
SVB FINANCIAL GROUP 0.0%
Value ($000) $302 Shares 445 Est. Cost $678.65 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $301 Shares 1,930 Est. Cost $93.55 Unrealized +53.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $284 Shares 935 Est. Cost $250.41 Unrealized +5.3%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $275 Shares 1,695 Est. Cost $108.11 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $274 Shares 4,067 Est. Cost $41.50 Unrealized +33.1%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $261 Shares 2,758 Est. Cost $62.95 Unrealized -2.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $257 Shares 3,007 Est. Cost $49.04 Unrealized +44.6%
EBAY EBAY INC. 0.0%
Value ($000) $253 Shares 3,800 Est. Cost $53.20 Unrealized +24.1%
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $235 Shares 15,000 Est. Cost $15.01 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $235 Shares 3,545 Est. Cost $48.56 Unrealized +13.9%
CSW CSW INDUSTRIALS INC 0.0%
Value ($000) $232 Shares 1,920 Est. Cost $97.51 Unrealized +31.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $230 Shares 660 Est. Cost $249.16 Unrealized +23.6%
DE DEERE & CO 0.0%
Value ($000) $214 Shares 625 Est. Cost $232.12 Unrealized +41.6%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $66 Shares 10,800 Est. Cost $10.00 Unrealized