Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 12, 2013

Total Value ($000): $519,785 (100.0% shares, 0.0% debt)

Holdings (150)

BSX Boston Scientific Corp 21.1%
Value ($000) $109,698 Shares 11,833,619 Est. Cost $8.48 Unrealized 0.0%
EPD Enterprise Products Partners L 4.8%
Value ($000) $25,158 Shares 404,795 Est. Cost $62.15 Unrealized
ProShares Trust Short S&P 500 4.2%
Value ($000) $21,708 Shares 731,172 Est. Cost $29.69 Unrealized
PAA Plains All American Pipeline L 4.0%
Value ($000) $21,010 Shares 376,448 Est. Cost $55.81 Unrealized
ProShares UltraShort S&P 500 2.9%
Value ($000) $14,860 Shares 363,769 Est. Cost $40.85 Unrealized
Enbridge Energy Management LLC 2.7%
Value ($000) $14,275 Shares 471,429 Est. Cost $30.28 Unrealized
Verizon Communications Inc 2.4%
Value ($000) $12,552 Shares 249,336 Est. Cost $50.34 Unrealized
Magellan Midstream Partners LP 2.3%
Value ($000) $11,768 Shares 215,935 Est. Cost $54.50 Unrealized
AT&T Inc 2.2%
Value ($000) $11,547 Shares 326,195 Est. Cost $35.40 Unrealized
LLY Lilly Eli & Co 2.1%
Value ($000) $11,021 Shares 224,362 Est. Cost $42.21 Unrealized 0.0%
Buckeye Partners LP 1.9%
Value ($000) $9,984 Shares 142,309 Est. Cost $70.16 Unrealized
NextEra Energy Inc 1.7%
Value ($000) $9,055 Shares 111,137 Est. Cost $81.48 Unrealized
AEP American Electric Power Inc 1.7%
Value ($000) $8,928 Shares 199,383 Est. Cost $30.44 Unrealized 0.0%
Kinder Morgan Management LLC 1.6%
Value ($000) $8,116 Shares 97,098 Est. Cost $83.59 Unrealized
IBM International Business Machine 1.5%
Value ($000) $8,048 Shares 42,113 Est. Cost $118.94 Unrealized 0.0%
Southern Copper Corp 1.4%
Value ($000) $7,310 Shares 264,665 Est. Cost $27.62 Unrealized
Oneok Partners LP 1.4%
Value ($000) $7,100 Shares 143,375 Est. Cost $49.52 Unrealized
PPL Corp 1.3%
Value ($000) $6,643 Shares 219,518 Est. Cost $30.26 Unrealized
Royal Dutch Shell PLC Sp ADR A 1.3%
Value ($000) $6,556 Shares 102,756 Est. Cost $63.80 Unrealized
RYN Rayonier Inc 1.2%
Value ($000) $6,143 Shares 110,897 Est. Cost $55.39 Unrealized
CVX Chevron Corp 1.2%
Value ($000) $6,129 Shares 51,788 Est. Cost $71.30 Unrealized 0.0%
Duke Energy Corp 1.2%
Value ($000) $6,047 Shares 89,590 Est. Cost $67.50 Unrealized
MarkWest Energy Partners LP 1.1%
Value ($000) $5,815 Shares 86,988 Est. Cost $66.85 Unrealized
Plum Creek Timber Co Inc 1.0%
Value ($000) $5,402 Shares 115,756 Est. Cost $46.67 Unrealized
General Electric Company 1.0%
Value ($000) $5,348 Shares 230,634 Est. Cost $23.19 Unrealized
PM Philip Morris Intl Inc 1.0%
Value ($000) $5,149 Shares 59,443 Est. Cost $49.85 Unrealized 0.0%
BMY Bristol-Myers Squibb Co 1.0%
Value ($000) $5,113 Shares 114,411 Est. Cost $28.67 Unrealized 0.0%
Holly Energy Partners LP 1.0%
Value ($000) $5,012 Shares 131,754 Est. Cost $38.04 Unrealized
Energy Transfer Partners LP 0.9%
Value ($000) $4,894 Shares 96,833 Est. Cost $50.54 Unrealized
Teekay LNG Partners LP 0.9%
Value ($000) $4,768 Shares 109,113 Est. Cost $43.70 Unrealized
TC Pipelines LP 0.9%
Value ($000) $4,751 Shares 98,400 Est. Cost $48.28 Unrealized
ConocoPhillips 0.9%
Value ($000) $4,692 Shares 77,549 Est. Cost $60.50 Unrealized
BP BP Plc Sp ADR 0.8%
Value ($000) $4,378 Shares 104,879 Est. Cost $41.74 Unrealized
BA Boeing Co 0.8%
Value ($000) $4,303 Shares 42,003 Est. Cost $80.37 Unrealized 0.0%
USB US Bancorp Del 0.8%
Value ($000) $4,239 Shares 117,261 Est. Cost $22.41 Unrealized 0.0%
Spectra Energy Corp 0.8%
Value ($000) $4,147 Shares 120,330 Est. Cost $34.46 Unrealized
PEG Public Service Enterprise Grou 0.7%
Value ($000) $3,859 Shares 118,152 Est. Cost $21.73 Unrealized 0.0%
Spectra Energy Partners LP 0.7%
Value ($000) $3,766 Shares 81,879 Est. Cost $45.99 Unrealized
El Paso Pipeline Partners LP 0.7%
Value ($000) $3,544 Shares 81,145 Est. Cost $43.67 Unrealized
Kinder Morgan Energy Partners 0.7%
Value ($000) $3,489 Shares 40,855 Est. Cost $85.40 Unrealized
BCE Inc 0.6%
Value ($000) $3,309 Shares 80,670 Est. Cost $41.02 Unrealized
Regency Energy Partners LP 0.6%
Value ($000) $3,102 Shares 115,023 Est. Cost $26.97 Unrealized
Vodafone Group PLC Sp ADR 0.6%
Value ($000) $3,082 Shares 107,225 Est. Cost $28.74 Unrealized
Altria Group Inc 0.6%
Value ($000) $3,064 Shares 87,582 Est. Cost $34.98 Unrealized
Lorillard Inc 0.6%
Value ($000) $2,942 Shares 67,351 Est. Cost $43.68 Unrealized
Merck & Co Inc 0.5%
Value ($000) $2,837 Shares 61,068 Est. Cost $46.46 Unrealized
SWK Stanley Black & Decker Inc 0.5%
Value ($000) $2,682 Shares 34,693 Est. Cost $56.98 Unrealized 0.0%
IT Gartner Inc 0.5%
Value ($000) $2,407 Shares 42,241 Est. Cost $56.76 Unrealized 0.0%
SO Southern Co 0.4%
Value ($000) $2,237 Shares 50,681 Est. Cost $26.74 Unrealized 0.0%
Centurylink Inc 0.4%
Value ($000) $2,206 Shares 62,406 Est. Cost $35.35 Unrealized
PSX Phillips 66 0.4%
Value ($000) $1,909 Shares 32,411 Est. Cost $40.44 Unrealized 0.0%
FE FirstEnergy Corp 0.4%
Value ($000) $1,899 Shares 50,856 Est. Cost $24.57 Unrealized 0.0%
HEALTH CARE REIT INC * 0.4%
Value ($000) $1,884 Shares 28,106 Est. Cost $67.03 Unrealized
AGL Resources Inc 0.4%
Value ($000) $1,851 Shares 43,182 Est. Cost $42.87 Unrealized
PFE Pfizer Inc 0.3%
Value ($000) $1,704 Shares 60,822 Est. Cost $16.46 Unrealized 0.0%
Advisory Board Co 0.3%
Value ($000) $1,639 Shares 30,000 Est. Cost $54.63 Unrealized
Exelon Corp 0.3%
Value ($000) $1,634 Shares 52,912 Est. Cost $30.88 Unrealized
Exxon Mobil Corp 0.3%
Value ($000) $1,577 Shares 17,450 Est. Cost $90.37 Unrealized
Tyco International Ltd 0.3%
Value ($000) $1,497 Shares 45,420 Est. Cost $32.96 Unrealized
Google Inc Cl A 0.3%
Value ($000) $1,415 Shares 1,607 Est. Cost $880.52 Unrealized
NiSource Inc 0.3%
Value ($000) $1,368 Shares 47,750 Est. Cost $28.65 Unrealized
NNN National Retail Properties Inc 0.2%
Value ($000) $1,243 Shares 36,121 Est. Cost $34.41 Unrealized
AJG Gallagher Arthur J & Co 0.2%
Value ($000) $1,238 Shares 28,329 Est. Cost $33.49 Unrealized 0.0%
Duke Realty Corp 0.2%
Value ($000) $1,165 Shares 74,719 Est. Cost $15.59 Unrealized
HCP Inc 0.2%
Value ($000) $1,123 Shares 24,710 Est. Cost $45.45 Unrealized
Windstream Corp 0.2%
Value ($000) $1,093 Shares 141,772 Est. Cost $7.71 Unrealized
OXY Occidental Petroleum Corp 0.2%
Value ($000) $1,062 Shares 11,897 Est. Cost $57.83 Unrealized 0.0%
Pepco Hldgs Inc 0.2%
Value ($000) $1,062 Shares 52,674 Est. Cost $20.16 Unrealized
Dow Chemical Company 0.2%
Value ($000) $1,006 Shares 31,267 Est. Cost $32.17 Unrealized
Western Gas Partners LP 0.2%
Value ($000) $1,003 Shares 15,463 Est. Cost $64.86 Unrealized
Senior Housing Properties Trus 0.2%
Value ($000) $983 Shares 37,911 Est. Cost $25.93 Unrealized
INTC Intel Corp 0.2%
Value ($000) $968 Shares 39,940 Est. Cost $17.18 Unrealized 0.0%
CINF Cincinnati Financial Corp 0.2%
Value ($000) $962 Shares 20,942 Est. Cost $32.92 Unrealized 0.0%
PEP PepsiCo Inc 0.2%
Value ($000) $892 Shares 10,911 Est. Cost $56.00 Unrealized 0.0%
JNJ Johnson & Johnson 0.2%
Value ($000) $879 Shares 10,240 Est. Cost $59.66 Unrealized 0.0%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $868 Shares 11,648 Est. Cost $19.98 Unrealized 0.0%
Franklin Street Properties Cor 0.2%
Value ($000) $867 Shares 65,677 Est. Cost $13.20 Unrealized
United Technologies Corp 0.2%
Value ($000) $861 Shares 9,262 Est. Cost $92.96 Unrealized
AAPL Apple Inc 0.2%
Value ($000) $849 Shares 2,142 Est. Cost $13.16 Unrealized 0.0%
Goldman Sachs Group Inc 0.2%
Value ($000) $833 Shares 5,505 Est. Cost $151.32 Unrealized
KEY KeyCorp 0.2%
Value ($000) $785 Shares 71,096 Est. Cost $6.48 Unrealized 0.0%
BAC Bank of America Corporation 0.1%
Value ($000) $773 Shares 60,075 Est. Cost $10.03 Unrealized 0.0%
Breitburn Energy Partners LP 0.1%
Value ($000) $736 Shares 40,321 Est. Cost $18.25 Unrealized
The ADT Corporation 0.1%
Value ($000) $721 Shares 18,087 Est. Cost $39.86 Unrealized
Valero Energy Corp 0.1%
Value ($000) $716 Shares 20,605 Est. Cost $34.75 Unrealized
Select Sector SPDR Tr SBI Ener 0.1%
Value ($000) $715 Shares 9,130 Est. Cost $78.31 Unrealized
Oracle Corp 0.1%
Value ($000) $707 Shares 23,033 Est. Cost $30.70 Unrealized
Williams Partners LP 0.1%
Value ($000) $681 Shares 13,202 Est. Cost $51.58 Unrealized
Hess Corp 0.1%
Value ($000) $656 Shares 9,870 Est. Cost $66.46 Unrealized
DE Master Blenders EUR 0.1%
Value ($000) $649 Shares 40,583 Est. Cost $15.99 Unrealized
Multimedia Games Holding Co In 0.1%
Value ($000) $642 Shares 24,622 Est. Cost $26.07 Unrealized
EV Energy Partners LP 0.1%
Value ($000) $639 Shares 17,112 Est. Cost $37.34 Unrealized
RIO Rio Tinto PLC Sp ADR 0.1%
Value ($000) $637 Shares 15,500 Est. Cost $41.10 Unrealized
Pentair Ltd 0.1%
Value ($000) $628 Shares 10,889 Est. Cost $57.67 Unrealized
CPFL Energia SA Sp ADR 0.1%
Value ($000) $626 Shares 34,214 Est. Cost $18.30 Unrealized
Linn Energy LLC Unit Ltd Liab 0.1%
Value ($000) $592 Shares 17,844 Est. Cost $33.18 Unrealized
Douglas Emmett Inc 0.1%
Value ($000) $568 Shares 22,768 Est. Cost $24.95 Unrealized
AMZN Amazon.com Inc 0.1%
Value ($000) $562 Shares 2,023 Est. Cost $13.32 Unrealized 0.0%
EQT Corp 0.1%
Value ($000) $560 Shares 7,061 Est. Cost $79.31 Unrealized
Deutsche Bank AG Namen AKT 0.1%
Value ($000) $545 Shares 13,000 Est. Cost $41.92 Unrealized
Range Resources Corp 0.1%
Value ($000) $542 Shares 7,016 Est. Cost $77.25 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $534 Shares 5,393 Est. Cost $71.80 Unrealized 0.0%
BAX Baxter Intl Inc 0.1%
Value ($000) $533 Shares 7,694 Est. Cost $30.42 Unrealized 0.0%
FedEx Corp 0.1%
Value ($000) $471 Shares 4,775 Est. Cost $98.64 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $451 Shares 10,936 Est. Cost $27.36 Unrealized 0.0%
UNP Union Pacific Corp 0.1%
Value ($000) $442 Shares 2,862 Est. Cost $57.06 Unrealized 0.0%
SLB Schlumberger Ltd 0.1%
Value ($000) $442 Shares 6,173 Est. Cost $52.90 Unrealized 0.0%
CAT Caterpillar Inc 0.1%
Value ($000) $438 Shares 5,308 Est. Cost $61.55 Unrealized 0.0%
Targa Resources Corp 0.1%
Value ($000) $432 Shares 6,715 Est. Cost $64.33 Unrealized
3M Co 0.1%
Value ($000) $410 Shares 3,746 Est. Cost $109.45 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $398 Shares 3,665 Est. Cost $71.65 Unrealized 0.0%
WY Weyerhaeuser Co 0.1%
Value ($000) $393 Shares 13,791 Est. Cost $18.73 Unrealized 0.0%
National Grid PLC Sp ADR 0.1%
Value ($000) $384 Shares 6,768 Est. Cost $56.74 Unrealized
CVS CVS Caremark Corporation 0.1%
Value ($000) $384 Shares 6,714 Est. Cost $41.44 Unrealized 0.0%
MAT Mattel Inc 0.1%
Value ($000) $376 Shares 8,309 Est. Cost $44.76 Unrealized 0.0%
Freeport-McMoran Copper & Gold 0.1%
Value ($000) $375 Shares 13,589 Est. Cost $27.60 Unrealized
Equinix Inc 0.1%
Value ($000) $369 Shares 2,000 Est. Cost $184.50 Unrealized
Inergy LP 0.1%
Value ($000) $357 Shares 22,272 Est. Cost $16.03 Unrealized
Salesforce.com Inc 0.1%
Value ($000) $344 Shares 9,000 Est. Cost $38.22 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $340 Shares 9,850 Est. Cost $26.70 Unrealized 0.0%
STT State Street Corp 0.1%
Value ($000) $326 Shares 5,000 Est. Cost $44.60 Unrealized 0.0%
HD Home Depot Inc 0.1%
Value ($000) $306 Shares 3,949 Est. Cost $56.05 Unrealized 0.0%
Targa Resources Partners LP 0.1%
Value ($000) $299 Shares 5,936 Est. Cost $50.37 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $288 Shares 3,735 Est. Cost $55.00 Unrealized 0.0%
Seadrill Ltd 0.1%
Value ($000) $286 Shares 7,022 Est. Cost $40.73 Unrealized
Encana Corp 0.1%
Value ($000) $270 Shares 15,932 Est. Cost $16.95 Unrealized
Time Warner Inc 0.1%
Value ($000) $270 Shares 4,672 Est. Cost $57.79 Unrealized
Praxair Inc 0.1%
Value ($000) $267 Shares 2,316 Est. Cost $115.28 Unrealized
Access Midstream Partners LP 0.1%
Value ($000) $262 Shares 5,500 Est. Cost $47.64 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $262 Shares 3,600 Est. Cost $57.67 Unrealized 0.0%
Inergy Midstream LP 0.0%
Value ($000) $258 Shares 11,622 Est. Cost $22.20 Unrealized
KPELY Keppel Ltd Sp ADR 0.0%
Value ($000) $252 Shares 15,344 Est. Cost $16.42 Unrealized
CHD Church & Dwight Inc 0.0%
Value ($000) $247 Shares 4,000 Est. Cost $26.18 Unrealized 0.0%
AXP American Express Co 0.0%
Value ($000) $236 Shares 3,155 Est. Cost $59.62 Unrealized 0.0%
WHR Whirlpool Corp 0.0%
Value ($000) $229 Shares 2,000 Est. Cost $121.27 Unrealized 0.0%
Alps Alerian Mlp 0.0%
Value ($000) $223 Shares 12,500 Est. Cost $17.84 Unrealized
KBR Inc 0.0%
Value ($000) $221 Shares 6,800 Est. Cost $32.50 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $221 Shares 11,088 Est. Cost $19.93 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $218 Shares 4,475 Est. Cost $30.15 Unrealized 0.0%
Rentech Nitrogen Partners LP 0.0%
Value ($000) $212 Shares 7,215 Est. Cost $29.38 Unrealized
JPMorgan Chase & Co 0.0%
Value ($000) $211 Shares 4,000 Est. Cost $52.75 Unrealized
Westpac Banking Corp Sp ADR 0.0%
Value ($000) $211 Shares 1,600 Est. Cost $131.88 Unrealized
Johnson Controls Inc 0.0%
Value ($000) $211 Shares 5,905 Est. Cost $35.73 Unrealized
ModusLink Global Solutions Inc 0.0%
Value ($000) $205 Shares 64,320 Est. Cost $3.19 Unrealized
Costco Wholesale Corp 0.0%
Value ($000) $200 Shares 1,810 Est. Cost $110.50 Unrealized
ECA Marcellus Tr I Unit 0.0%
Value ($000) $156 Shares 16,595 Est. Cost $9.40 Unrealized
Eagle Rock Energy Partners LP 0.0%
Value ($000) $149 Shares 18,934 Est. Cost $7.87 Unrealized
Penn West Petroleum Ltd 0.0%
Value ($000) $115 Shares 10,859 Est. Cost $10.59 Unrealized
EXCO Resources Inc 0.0%
Value ($000) $94 Shares 12,293 Est. Cost $7.65 Unrealized
P T Pasifik Satelit Nusantara 0.0%
Value ($000) $0 Shares 534,504 Est. Cost Unrealized