PHILADELPHIA TRUST CO Diversified Active

CIK: 0001110806 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $949,559 (100.0% shares, 0.0% debt)

Holdings (171)

MSFT MICROSOFT CORP 5.2%
Value ($000) $49,507 Shares 243,266 Est. Cost $48.48 Unrealized +257.0%
AAPL APPLE INC 4.3%
Value ($000) $41,192 Shares 112,917 Est. Cost $34.35 Unrealized +118.6%
ABT ABBOTT LABS INC 4.0%
Value ($000) $38,195 Shares 417,747 Est. Cost $40.00 Unrealized +104.9%
GOOGL ALPHABET INC CL A 3.6%
Value ($000) $34,616 Shares 24,411 Est. Cost $35.95 Unrealized +86.1%
AMZN AMAZON COM INC 3.3%
Value ($000) $31,006 Shares 11,239 Est. Cost $95.57 Unrealized +26.4%
ACTIVISION BLIZZARD INC 2.9%
Value ($000) $27,517 Shares 362,547 Est. Cost $58.57 Unrealized
VZ VERIZON COMMUNICATIONS 2.7%
Value ($000) $25,808 Shares 468,124 Est. Cost $28.60 Unrealized +42.5%
LHX L3 HARRIS TECHNOLOGIES INC 2.7%
Value ($000) $25,429 Shares 149,876 Est. Cost $180.55 Unrealized -7.1%
BRK/B BERKSHIRE HATHAWAY INC-CL B 2.7%
Value ($000) $25,372 Shares 142,132 Est. Cost $144.38 Unrealized +26.5%
AVGO BROADCOM INC 2.6%
Value ($000) $24,256 Shares 76,854 Est. Cost $24.28 Unrealized +1.0%
CVS CVS HEALTH CORP 2.4%
Value ($000) $23,202 Shares 357,125 Est. Cost $57.53 Unrealized -8.6%
META FACEBOOK INC-A 2.4%
Value ($000) $22,731 Shares 100,105 Est. Cost $110.13 Unrealized +88.3%
MDT MEDTRONIC PLC 2.4%
Value ($000) $22,711 Shares 247,663 Est. Cost $67.87 Unrealized +20.5%
ABBV ABBVIE INC 2.4%
Value ($000) $22,462 Shares 228,779 Est. Cost $68.74 Unrealized +2.6%
RTX RAYTHEON TECHNOLOGIES CORP 2.3%
Value ($000) $21,806 Shares 353,876 Est. Cost $54.61 Unrealized 0.0%
TWITTER INC 2.3%
Value ($000) $21,675 Shares 727,590 Est. Cost $29.81 Unrealized
V VISA INC CL A 2.2%
Value ($000) $20,584 Shares 106,559 Est. Cost $173.68 Unrealized +1.1%
IQV IQVIA HOLDINGS INC 2.1%
Value ($000) $19,490 Shares 137,373 Est. Cost $107.44 Unrealized +26.1%
NVDA NVIDIA CORP 2.0%
Value ($000) $18,971 Shares 49,936 Est. Cost $2.81 Unrealized +187.2%
CSCO CISCO SYSTEMS INC 2.0%
Value ($000) $18,914 Shares 405,531 Est. Cost $32.89 Unrealized +12.5%
ILMN ILLUMINA INC 1.7%
Value ($000) $16,100 Shares 43,473 Est. Cost $267.57 Unrealized +20.3%
PG PROCTER & GAMBLE COMPANY 1.6%
Value ($000) $15,425 Shares 129,002 Est. Cost $59.60 Unrealized +70.3%
AMGN AMGEN INC 1.5%
Value ($000) $14,597 Shares 61,887 Est. Cost $123.82 Unrealized +54.8%
ADBE ADOBE INC 1.5%
Value ($000) $14,092 Shares 32,372 Est. Cost $360.24 Unrealized +2.9%
MU MICRON TECHNOLOGY INC 1.3%
Value ($000) $12,077 Shares 234,420 Est. Cost $46.01 Unrealized 0.0%
MPC MARATHON PETROLEUM CORPORATION 1.3%
Value ($000) $11,998 Shares 320,961 Est. Cost $34.44 Unrealized -21.1%
BIIB BIOGEN INC 1.2%
Value ($000) $11,668 Shares 43,612 Est. Cost $317.09 Unrealized -5.2%
KHC KRAFT HEINZ CO 1.2%
Value ($000) $11,588 Shares 363,370 Est. Cost $30.67 Unrealized -24.8%
GIS GENERAL MILLS 1.2%
Value ($000) $11,534 Shares 187,096 Est. Cost $40.56 Unrealized +23.0%
INTC INTEL CORP 1.2%
Value ($000) $10,937 Shares 182,801 Est. Cost $40.71 Unrealized +30.7%
QCOM QUALCOMM INC 1.1%
Value ($000) $10,887 Shares 119,366 Est. Cost $53.16 Unrealized +33.5%
II-VI INC 1.1%
Value ($000) $10,843 Shares 229,618 Est. Cost $34.95 Unrealized
NKE NIKE INC 0.9%
Value ($000) $9,020 Shares 91,998 Est. Cost $64.28 Unrealized +33.0%
KO COCA COLA CO 0.9%
Value ($000) $8,966 Shares 200,662 Est. Cost $42.89 Unrealized -9.7%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $8,875 Shares 37,094 Est. Cost $220.31 Unrealized 0.0%
ABBNY ABB LTD 0.9%
Value ($000) $8,698 Shares 385,556 Est. Cost $24.63 Unrealized
DIS WALT DISNEY COMPANY 0.9%
Value ($000) $8,386 Shares 75,204 Est. Cost $130.37 Unrealized -17.3%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $7,756 Shares 326,587 Est. Cost $15.68 Unrealized +31.2%
PANW PALO ALTO NETWORKS INC. 0.8%
Value ($000) $7,367 Shares 32,075 Est. Cost $35.18 Unrealized +0.1%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $7,088 Shares 35,866 Est. Cost $160.43 Unrealized +2.3%
HON HONEYWELL INTERNATIONAL INC 0.7%
Value ($000) $6,868 Shares 47,500 Est. Cost $143.07 Unrealized -17.6%
DGICA DONEGAL GROUP INC 0.7%
Value ($000) $6,228 Shares 438,000 Est. Cost $10.06 Unrealized +9.7%
LIVEPERSON INC 0.6%
Value ($000) $6,133 Shares 148,040 Est. Cost $41.43 Unrealized
PGC PEAPACK-GLADSTONE FINL CORP 0.6%
Value ($000) $5,954 Shares 317,867 Est. Cost $25.80 Unrealized -34.2%
GABELLI EQUITY TR INC 0.6%
Value ($000) $5,414 Shares 1,076,289 Est. Cost $6.16 Unrealized
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $5,304 Shares 56,391 Est. Cost $78.99 Unrealized +3.5%
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $5,203 Shares 203,251 Est. Cost $23.98 Unrealized 0.0%
GOOG ALPHABET INC CL C 0.5%
Value ($000) $5,096 Shares 3,605 Est. Cost $37.32 Unrealized +79.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $5,096 Shares 32,553 Est. Cost $136.33 Unrealized
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $5,083 Shares 69,379 Est. Cost $61.72 Unrealized +1.0%
ELAN ELANCO ANIMAL HEALTH INC 0.5%
Value ($000) $4,623 Shares 215,537 Est. Cost $28.92 Unrealized -23.6%
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $4,144 Shares 23,786 Est. Cost $42.29 Unrealized +226.0%
MRK MERCK & CO INC 0.4%
Value ($000) $3,801 Shares 49,150 Est. Cost $53.43 Unrealized +17.7%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,773 Shares 26,829 Est. Cost $98.94 Unrealized +25.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.4%
Value ($000) $3,739 Shares 37,102 Est. Cost $98.16 Unrealized 0.0%
GLAXO SMITHKLINE SPONSORED ADR 0.4%
Value ($000) $3,712 Shares 90,994 Est. Cost $40.03 Unrealized
TJX TJX COMPANIES 0.4%
Value ($000) $3,542 Shares 70,051 Est. Cost $38.81 Unrealized +20.2%
T AT&T INC 0.4%
Value ($000) $3,489 Shares 115,400 Est. Cost $14.07 Unrealized +10.2%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $3,280 Shares 55,786 Est. Cost $41.97 Unrealized +14.2%
CHWY CHEWY INC 0.3%
Value ($000) $3,048 Shares 68,197 Est. Cost $43.62 Unrealized 0.0%
NWL NEWELL BRANDS INC 0.3%
Value ($000) $2,826 Shares 177,975 Est. Cost $18.75 Unrealized -43.2%
C CITIGROUP INC 0.3%
Value ($000) $2,748 Shares 53,776 Est. Cost $49.62 Unrealized -22.0%
QUIDEL CORP 0.3%
Value ($000) $2,534 Shares 11,325 Est. Cost $223.75 Unrealized
WING WINGSTOP INC 0.3%
Value ($000) $2,481 Shares 17,850 Est. Cost $116.55 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $2,398 Shares 7,909 Est. Cost $239.38 Unrealized +16.6%
1LIFE HEALTHCARE INC 0.2%
Value ($000) $2,303 Shares 63,420 Est. Cost $36.31 Unrealized
DPZ DOMINOS PIZZA INC 0.2%
Value ($000) $2,285 Shares 6,186 Est. Cost $343.88 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $2,273 Shares 19,699 Est. Cost $112.94 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,256 Shares 9,395 Est. Cost $51.98 Unrealized 0.0%
BILL BILL.COM HOLDINGS INC 0.2%
Value ($000) $2,221 Shares 24,615 Est. Cost $64.39 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPREC ETF 0.2%
Value ($000) $2,135 Shares 18,223 Est. Cost $111.52 Unrealized
XOM EXXON MOBIL CORPORATION 0.2%
Value ($000) $2,043 Shares 45,688 Est. Cost $54.51 Unrealized -36.1%
ZTS ZOETIS INC 0.2%
Value ($000) $2,025 Shares 14,780 Est. Cost $124.46 Unrealized 0.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $2,012 Shares 19,321 Est. Cost $92.61 Unrealized 0.0%
CI CIGNA CORP 0.2%
Value ($000) $2,001 Shares 10,664 Est. Cost $174.50 Unrealized -0.5%
FND FLOOR & DECOR HOLDINGS INC CL 0.2%
Value ($000) $1,946 Shares 33,750 Est. Cost $45.61 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value ($000) $1,892 Shares 17,669 Est. Cost $100.53 Unrealized 0.0%
CODORUS VALLEY BANCORP INC 0.2%
Value ($000) $1,861 Shares 134,587 Est. Cost $23.25 Unrealized
NOMD NOMAD FOODS LTD 0.2%
Value ($000) $1,833 Shares 85,440 Est. Cost $20.85 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,828 Shares 3,208 Est. Cost $179.26 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,822 Shares 7,545 Est. Cost $126.15 Unrealized +57.5%
RPM RPM INTERNATIONAL INC 0.2%
Value ($000) $1,653 Shares 22,025 Est. Cost $50.17 Unrealized +38.5%
EMR EMERSON ELECTRIC 0.2%
Value ($000) $1,580 Shares 25,477 Est. Cost $53.90 Unrealized -6.7%
CITRIX SYS INC 0.2%
Value ($000) $1,497 Shares 10,120 Est. Cost $147.92 Unrealized
HURC HURCO COMPANIES 0.2%
Value ($000) $1,462 Shares 52,263 Est. Cost $30.54 Unrealized -4.0%
PEP PEPSICO INC 0.1%
Value ($000) $1,394 Shares 10,541 Est. Cost $76.64 Unrealized +44.5%
IBM IBM CORPORATION 0.1%
Value ($000) $1,381 Shares 11,435 Est. Cost $97.30 Unrealized -6.1%
HD HOME DEPOT INC 0.1%
Value ($000) $1,339 Shares 5,347 Est. Cost $94.26 Unrealized +111.9%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $1,309 Shares 17,014 Est. Cost $62.03 Unrealized -0.9%
PFE PFIZER INC 0.1%
Value ($000) $1,252 Shares 38,287 Est. Cost $20.92 Unrealized +24.3%
EMYB EMBASSY BANCORP INC 0.1%
Value ($000) $1,243 Shares 98,295 Est. Cost $12.54 Unrealized -18.0%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $1,231 Shares 3,993 Est. Cost $292.63 Unrealized
MVBF MVB FINANCIAL CORP 0.1%
Value ($000) $1,228 Shares 92,300 Est. Cost $15.50 Unrealized -25.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $1,215 Shares 7,400 Est. Cost $68.50 Unrealized +110.1%
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $1,180 Shares 31,417 Est. Cost $40.89 Unrealized -32.2%
NTNX NUTANIX INC 0.1%
Value ($000) $1,168 Shares 49,260 Est. Cost $24.35 Unrealized -14.9%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1,159 Shares 21,806 Est. Cost $27.13 Unrealized -35.7%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1,051 Shares 9,986 Est. Cost $93.63 Unrealized -8.2%
AEROJET ROCKETDYNE HOLDINGS INC 0.1%
Value ($000) $1,037 Shares 26,150 Est. Cost $41.83 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1,011 Shares 9,600 Est. Cost $26.59 Unrealized +51.7%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $944 Shares 8,283 Est. Cost $56.05 Unrealized +69.8%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $925 Shares 7,314 Est. Cost $106.19 Unrealized -0.0%
HSY THE HERSHEY COMPANY 0.1%
Value ($000) $901 Shares 6,954 Est. Cost $117.69 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $855 Shares 4,868 Est. Cost $137.11 Unrealized +10.1%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $804 Shares 4,175 Est. Cost $192.57 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $800 Shares 15,435 Est. Cost $29.33 Unrealized +52.6%
CZNC CITIZENS & NORTHN CORP 0.1%
Value ($000) $790 Shares 38,236 Est. Cost $18.19 Unrealized -23.8%
EQIX EQUINIX INC REIT 0.1%
Value ($000) $763 Shares 1,086 Est. Cost $425.00 Unrealized +43.3%
BSV VANGUARD SHORT TERM BOND ETF 0.1%
Value ($000) $748 Shares 9,000 Est. Cost $79.81 Unrealized
DE DEERE & CO. 0.1%
Value ($000) $736 Shares 4,686 Est. Cost $116.97 Unrealized +14.8%
WTRG ESSENTIAL UTILITIES INC 0.1%
Value ($000) $724 Shares 17,145 Est. Cost $47.18 Unrealized -10.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $693 Shares 17,659 Est. Cost $27.70 Unrealized -9.9%
PPL PPL CORPORATION 0.1%
Value ($000) $691 Shares 26,749 Est. Cost $21.60 Unrealized -4.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $691 Shares 13,515 Est. Cost $35.85 Unrealized +24.3%
BRYN MAWR BANK CORP 0.1%
Value ($000) $683 Shares 24,675 Est. Cost $28.34 Unrealized
BA BOEING COMPANY 0.1%
Value ($000) $670 Shares 3,653 Est. Cost $332.67 Unrealized -53.8%
CSX CSX CORPORATION 0.1%
Value ($000) $668 Shares 9,575 Est. Cost $10.14 Unrealized +102.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $651 Shares 3,531 Est. Cost $150.19 Unrealized +7.2%
CTVA CORTEVA INC 0.1%
Value ($000) $629 Shares 23,464 Est. Cost $25.08 Unrealized -2.9%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $610 Shares 3,488 Est. Cost $66.63 Unrealized +114.5%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $600 Shares 7,507 Est. Cost $55.38 Unrealized +22.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $574 Shares 6,025 Est. Cost $89.28 Unrealized -4.1%
UNP UNION PAC CORP 0.1%
Value ($000) $540 Shares 3,194 Est. Cost $79.60 Unrealized +77.7%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $535 Shares 1,625 Est. Cost $240.15 Unrealized +19.5%
HANCOCK JOHN INVS TR SH BEN INT 0.1%
Value ($000) $532 Shares 34,313 Est. Cost $17.02 Unrealized
ESSA BANCORP INC 0.1%
Value ($000) $525 Shares 37,731 Est. Cost $14.44 Unrealized
HDV ISHARES HIGH DIVIDEND EQ ETF 0.1%
Value ($000) $521 Shares 6,417 Est. Cost $81.35 Unrealized
JEF JEFFERIES FINANCIAL GROUP INC 0.1%
Value ($000) $515 Shares 33,125 Est. Cost $16.63 Unrealized -32.5%
GENERAL ELECTRIC CORP 0.1%
Value ($000) $486 Shares 71,185 Est. Cost $13.94 Unrealized
WPC WP CAREY INC REIT 0.0%
Value ($000) $474 Shares 7,000 Est. Cost $77.55 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $446 Shares 5,489 Est. Cost $46.12 Unrealized +35.8%
CVX CHEVRON CORPORATION 0.0%
Value ($000) $445 Shares 4,989 Est. Cost $57.55 Unrealized +21.3%
JOHN HANCOCK PFD INCOME III 0.0%
Value ($000) $439 Shares 28,000 Est. Cost $14.88 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE 0.0%
Value ($000) $436 Shares 13,925 Est. Cost $30.67 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $432 Shares 1,968 Est. Cost $126.23 Unrealized +33.7%
STBA S&T BANCORP INC 0.0%
Value ($000) $406 Shares 17,325 Est. Cost $30.98 Unrealized -21.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $397 Shares 5,519 Est. Cost $50.13 Unrealized +24.9%
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $393 Shares 3,500 Est. Cost $144.70 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $390 Shares 5,570 Est. Cost $54.48 Unrealized +0.6%
CMI CUMMINS INC 0.0%
Value ($000) $386 Shares 2,230 Est. Cost $137.75 Unrealized +1.1%
BOSTON PRIVATE FINL HOLDING 0.0%
Value ($000) $378 Shares 55,000 Est. Cost $7.15 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.0%
Value ($000) $375 Shares 4,531 Est. Cost $79.01 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $358 Shares 1,878 Est. Cost $106.27 Unrealized +57.3%
NXPI NXP SEMICONDUCTORS 0.0%
Value ($000) $354 Shares 3,100 Est. Cost $90.96 Unrealized -0.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $342 Shares 6,372 Est. Cost $73.84 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.0%
Value ($000) $337 Shares 6,863 Est. Cost $30.85 Unrealized +33.3%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $335 Shares 1,294 Est. Cost $148.83 Unrealized +41.5%
SCHD SCHWAB US DVD EQUITY ETF 0.0%
Value ($000) $327 Shares 6,310 Est. Cost $45.01 Unrealized
MSB FINANCIAL CORP OF MARYLAND 0.0%
Value ($000) $325 Shares 28,738 Est. Cost $12.25 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $323 Shares 2,254 Est. Cost $153.22 Unrealized
SUMMIT FINANCIAL GROUP 0.0%
Value ($000) $322 Shares 19,548 Est. Cost $11.89 Unrealized
CIT GROUP INC 0.0%
Value ($000) $314 Shares 15,130 Est. Cost $41.59 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $310 Shares 2,296 Est. Cost $103.31 Unrealized 0.0%
ARTIX ARTISAN INTERNATIONAL FD-INV 0.0%
Value ($000) $307 Shares 10,049 Est. Cost $26.17 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $302 Shares 2,851 Est. Cost $86.36 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $288 Shares 5,098 Est. Cost $55.32 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $281 Shares 3,212 Est. Cost $86.08 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $280 Shares 1,978 Est. Cost $112.69 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $273 Shares 4,255 Est. Cost $54.76 Unrealized 0.0%
ROYAL DUTCH 0.0%
Value ($000) $261 Shares 7,975 Est. Cost $62.59 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $254 Shares 860 Est. Cost $261.11 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $252 Shares 404 Est. Cost $331.08 Unrealized +70.5%
BLACKROCK MUNIHOLDINGS NJ QUALITY FD 0.0%
Value ($000) $227 Shares 16,957 Est. Cost $1013.33 Unrealized
CGEN COMPUGEN LTD 0.0%
Value ($000) $225 Shares 15,000 Est. Cost $7.86 Unrealized +71.8%
PRHI CONIFER HOLDINGS INC 0.0%
Value ($000) $152 Shares 55,653 Est. Cost $6.57 Unrealized -53.2%
PRIMO WATER CORP 0.0%
Value ($000) $139 Shares 10,100 Est. Cost $9.11 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $135 Shares 10,000 Est. Cost $8.10 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $98 Shares 15,600 Est. Cost $3.83 Unrealized 0.0%
MFS CHARTER INCOME TRUST 0.0%
Value ($000) $95 Shares 12,000 Est. Cost $8.17 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $93 Shares 21,100 Est. Cost $5.01 Unrealized
MFS INTER INCOME TRUST 0.0%
Value ($000) $60 Shares 16,100 Est. Cost $4.54 Unrealized