Baker Ellis Asset Management LLC Diversified Active

CIK: 0001365559 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 22, 2013

Total Value ($000): $265,094 (100.0% shares, 0.0% debt)

Holdings (243)

VTI Vanguard Total Stk Mkt ETF 6.4%
Value ($000) $17,075 Shares 194,809 Est. Cost $82.87 Unrealized
VYM Vanguard Whitehall Fds High D 4.5%
Value ($000) $11,865 Shares 206,391 Est. Cost $56.37 Unrealized
VDE Vanguard Energy ETF 3.3%
Value ($000) $8,687 Shares 72,807 Est. Cost $112.44 Unrealized
KR Kroger 2.6%
Value ($000) $6,914 Shares 171,395 Est. Cost $13.44 Unrealized +13.3%
BRK/B Berkshire Hathaway Cl B 2.5%
Value ($000) $6,498 Shares 57,246 Est. Cost $110.11 Unrealized +4.8%
GIS General Mills 2.3%
Value ($000) $6,165 Shares 128,654 Est. Cost $31.98 Unrealized +2.9%
Ishares Singapore Index Fd 2.2%
Value ($000) $5,956 Shares 446,161 Est. Cost $12.79 Unrealized
VGT Vanguard Sector Info Tech ETF 2.1%
Value ($000) $5,486 Shares 67,985 Est. Cost $73.99 Unrealized
UNP Union Pacific 1.8%
Value ($000) $4,858 Shares 31,271 Est. Cost $57.06 Unrealized +5.4%
Syngenta AG 1.8%
Value ($000) $4,719 Shares 58,040 Est. Cost $77.85 Unrealized
RYN Rayonier 1.5%
Value ($000) $4,087 Shares 73,445 Est. Cost $55.39 Unrealized
Vodafone Group PLC 1.5%
Value ($000) $3,987 Shares 113,337 Est. Cost $28.89 Unrealized
NVS Novartis AG Adr 1.4%
Value ($000) $3,789 Shares 49,391 Est. Cost $70.71 Unrealized
USB US Bancorp 1.4%
Value ($000) $3,624 Shares 99,066 Est. Cost $22.45 Unrealized +8.4%
COR AmerisourceBergen Corp 1.3%
Value ($000) $3,543 Shares 57,981 Est. Cost $38.92 Unrealized +8.2%
PEP Pepsico 1.3%
Value ($000) $3,347 Shares 42,106 Est. Cost $56.02 Unrealized +1.3%
IP Intl Paper Co 1.2%
Value ($000) $3,267 Shares 72,928 Est. Cost $25.91 Unrealized +3.7%
MINT Pimco ETF Short Maturity Str 1.2%
Value ($000) $3,219 Shares 31,744 Est. Cost $101.27 Unrealized
BRK/A Berkshire Hathaway Cl A 1.2%
Value ($000) $3,067 Shares 18 Est. Cost $165023.42 Unrealized +4.8%
VXF Vanguard Extended Mkt ETF 1.1%
Value ($000) $2,915 Shares 37,795 Est. Cost $69.82 Unrealized
NOC Northrop Grumman Corp. 1.0%
Value ($000) $2,742 Shares 28,785 Est. Cost $62.64 Unrealized +19.5%
MSFT Microsoft 1.0%
Value ($000) $2,653 Shares 79,727 Est. Cost $26.70 Unrealized +1.1%
FMX Fomento Economico Mexicano 1.0%
Value ($000) $2,591 Shares 26,685 Est. Cost $103.19 Unrealized
Ensco PLC 0.9%
Value ($000) $2,462 Shares 45,805 Est. Cost $58.03 Unrealized
GLD Streettracks Gold Shrs 0.9%
Value ($000) $2,453 Shares 19,137 Est. Cost $119.10 Unrealized
DGS Wisdomtree Tree Emerging Mkts 0.9%
Value ($000) $2,359 Shares 50,574 Est. Cost $46.05 Unrealized
Powershares Ftse Rafi US1000 0.9%
Value ($000) $2,344 Shares 31,048 Est. Cost $72.27 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $2,328 Shares 26,853 Est. Cost $59.80 Unrealized +6.2%
United Technologies 0.9%
Value ($000) $2,313 Shares 21,455 Est. Cost $92.95 Unrealized
FDP Fresh Del Monte Produce 0.9%
Value ($000) $2,305 Shares 77,670 Est. Cost $21.26 Unrealized +8.9%
IMKTA Ingles Mkts Inc Cl A 0.8%
Value ($000) $2,075 Shares 72,237 Est. Cost $18.23 Unrealized +22.1%
Du Pont 0.8%
Value ($000) $2,021 Shares 34,520 Est. Cost $52.50 Unrealized
VT Vanguard Total World Stk Index 0.8%
Value ($000) $2,017 Shares 36,304 Est. Cost $51.83 Unrealized
CVX ChevronTexaco 0.8%
Value ($000) $2,000 Shares 16,463 Est. Cost $71.30 Unrealized +2.5%
SJM JM Smucker 0.7%
Value ($000) $1,929 Shares 18,367 Est. Cost $70.84 Unrealized +6.9%
IMO Imperial Oil Ltd. 0.7%
Value ($000) $1,922 Shares 43,728 Est. Cost $30.07 Unrealized +7.7%
JBTM John Bean Technologies 0.7%
Value ($000) $1,845 Shares 74,140 Est. Cost $19.54 Unrealized +11.6%
VPU Vanguard Utilities ETF 0.7%
Value ($000) $1,816 Shares 22,248 Est. Cost $82.20 Unrealized
ITT Corporation 0.7%
Value ($000) $1,741 Shares 48,421 Est. Cost $29.42 Unrealized
WMT Wal-Mart Stores 0.7%
Value ($000) $1,730 Shares 23,387 Est. Cost $19.98 Unrealized -1.0%
ABBV AbbVie Inc. 0.6%
Value ($000) $1,717 Shares 38,392 Est. Cost $26.55 Unrealized +2.3%
BALL Ball Corp 0.6%
Value ($000) $1,698 Shares 37,823 Est. Cost $19.77 Unrealized +0.2%
MRK Merck & Co Inc 0.6%
Value ($000) $1,664 Shares 34,955 Est. Cost $30.02 Unrealized +3.2%
IXP Ishares Global Telecom Fd 0.6%
Value ($000) $1,662 Shares 25,899 Est. Cost $59.40 Unrealized
XOM Exxon Mobil 0.6%
Value ($000) $1,571 Shares 18,255 Est. Cost $53.69 Unrealized +0.9%
BMY Bristol Myers Squibb 0.6%
Value ($000) $1,568 Shares 33,877 Est. Cost $28.67 Unrealized +1.9%
KMB Kimberly Clark 0.6%
Value ($000) $1,540 Shares 16,347 Est. Cost $63.02 Unrealized -3.1%
SYK Stryker Corp 0.6%
Value ($000) $1,533 Shares 22,686 Est. Cost $56.92 Unrealized +4.4%
ABT Abbott Laboratories 0.6%
Value ($000) $1,503 Shares 45,295 Est. Cost $28.85 Unrealized -4.0%
Urstadt Biddle Pptys Inc Cl A 0.6%
Value ($000) $1,470 Shares 73,939 Est. Cost $20.16 Unrealized
NKE Nike Cl B 0.5%
Value ($000) $1,421 Shares 19,565 Est. Cost $26.53 Unrealized +5.3%
SON Sonoco Products 0.5%
Value ($000) $1,418 Shares 36,421 Est. Cost $22.97 Unrealized +9.9%
UPS United Parcel Svc 0.5%
Value ($000) $1,408 Shares 15,411 Est. Cost $55.41 Unrealized +3.1%
GPC Genuine Parts 0.5%
Value ($000) $1,395 Shares 17,242 Est. Cost $54.12 Unrealized +5.4%
VZ Verizon Communications 0.5%
Value ($000) $1,364 Shares 29,214 Est. Cost $27.04 Unrealized -3.4%
RSG Republic Services 0.5%
Value ($000) $1,309 Shares 39,227 Est. Cost $26.38 Unrealized +1.4%
BK Bank of New York Mellon 0.5%
Value ($000) $1,288 Shares 42,652 Est. Cost $21.27 Unrealized +7.1%
BOND Pimco Total Return ETF 0.5%
Value ($000) $1,269 Shares 11,988 Est. Cost $105.51 Unrealized
BNS Bank of Nova Scotia 0.5%
Value ($000) $1,258 Shares 21,958 Est. Cost $30.35 Unrealized +0.5%
PFE Pfizer 0.5%
Value ($000) $1,235 Shares 43,007 Est. Cost $16.46 Unrealized -0.6%
Royal Dutch Shell Cl B 0.5%
Value ($000) $1,226 Shares 17,805 Est. Cost $66.26 Unrealized
Urstadt Biddle Pptys 0.4%
Value ($000) $1,161 Shares 67,572 Est. Cost $18.20 Unrealized
PPL PPL Corp 0.4%
Value ($000) $1,152 Shares 37,920 Est. Cost $16.36 Unrealized +0.5%
Yahoo Inc 0.4%
Value ($000) $1,131 Shares 34,090 Est. Cost $25.13 Unrealized
DXJ Wisdomtree Japan Hedged Equity 0.4%
Value ($000) $1,114 Shares 23,250 Est. Cost $45.59 Unrealized
Northeast Utilities 0.4%
Value ($000) $1,112 Shares 26,955 Est. Cost $42.03 Unrealized
Multi Color Corp. 0.4%
Value ($000) $1,103 Shares 32,512 Est. Cost $30.34 Unrealized
UGI UGI Corp 0.4%
Value ($000) $1,101 Shares 28,132 Est. Cost $26.32 Unrealized +1.8%
GM General Motors 0.4%
Value ($000) $1,098 Shares 30,533 Est. Cost $23.83 Unrealized +12.2%
HMC Honda Motors 0.4%
Value ($000) $1,086 Shares 28,485 Est. Cost $37.27 Unrealized
AXP American Express 0.4%
Value ($000) $1,056 Shares 13,987 Est. Cost $59.62 Unrealized +6.1%
VHT Vanguard Health Care ETF 0.4%
Value ($000) $1,043 Shares 11,200 Est. Cost $87.00 Unrealized
PG Procter & Gamble 0.4%
Value ($000) $1,032 Shares 13,648 Est. Cost $55.14 Unrealized +2.0%
Seacorp Hldgs Inc 0.4%
Value ($000) $1,008 Shares 11,146 Est. Cost $83.06 Unrealized
HON Honeywell Intl. 0.4%
Value ($000) $1,002 Shares 12,070 Est. Cost $53.47 Unrealized +7.5%
CMCSA Comcast Corporation 0.4%
Value ($000) $978 Shares 21,681 Est. Cost $15.86 Unrealized +4.4%
KO Coca-Cola Company 0.4%
Value ($000) $959 Shares 25,307 Est. Cost $27.85 Unrealized -3.9%
Vectren Corp 0.4%
Value ($000) $944 Shares 28,306 Est. Cost $33.83 Unrealized
MATX Matson Navigation Co. 0.4%
Value ($000) $930 Shares 35,473 Est. Cost $19.30 Unrealized +13.6%
Powershares High Yld Corp Bond 0.3%
Value ($000) $911 Shares 48,431 Est. Cost $18.67 Unrealized
AGL Resources New 0.3%
Value ($000) $898 Shares 19,509 Est. Cost $42.88 Unrealized
COST Costco Wholesale 0.3%
Value ($000) $882 Shares 7,657 Est. Cost $86.76 Unrealized +5.6%
TAP Molson Coors Co Cl B 0.3%
Value ($000) $851 Shares 16,971 Est. Cost $37.25 Unrealized +0.0%
SPY S & P 500 Index Fund 0.3%
Value ($000) $835 Shares 4,972 Est. Cost $160.50 Unrealized
ARI Apollo Commercial Real Estate 0.3%
Value ($000) $818 Shares 53,550 Est. Cost $15.85 Unrealized
DIS Walt Disney Co 0.3%
Value ($000) $809 Shares 12,547 Est. Cost $56.17 Unrealized +1.4%
ADP Automatic Data Processing 0.3%
Value ($000) $800 Shares 11,050 Est. Cost $45.09 Unrealized +7.2%
SBUX Starbucks 0.3%
Value ($000) $787 Shares 10,230 Est. Cost $24.37 Unrealized +16.0%
URS Corporation 0.3%
Value ($000) $784 Shares 14,585 Est. Cost $47.29 Unrealized
Twenty-First Century Fox, Cl B 0.3%
Value ($000) $778 Shares 23,300 Est. Cost $33.39 Unrealized
YUM Yum! Brands 0.3%
Value ($000) $761 Shares 10,663 Est. Cost $38.99 Unrealized +5.2%
ITIC Investors Title 0.3%
Value ($000) $759 Shares 10,100 Est. Cost $70.48 Unrealized +4.5%
CLX Clorox Co Del 0.3%
Value ($000) $748 Shares 9,151 Est. Cost $60.00 Unrealized -1.1%
NWPX Northwest Pipe 0.3%
Value ($000) $744 Shares 22,640 Est. Cost $27.14 Unrealized +9.8%
D Dominion Resources 0.3%
Value ($000) $729 Shares 11,662 Est. Cost $34.53 Unrealized +2.3%
HP Helmerich & Payne 0.3%
Value ($000) $683 Shares 9,900 Est. Cost $62.13 Unrealized +6.2%
WM Waste Management 0.3%
Value ($000) $674 Shares 16,339 Est. Cost $30.75 Unrealized +4.1%
DE Deere & Company 0.2%
Value ($000) $661 Shares 8,126 Est. Cost $68.04 Unrealized -3.1%
ALEX Alexander & Baldwin 0.2%
Value ($000) $661 Shares 18,339 Est. Cost $39.76 Unrealized
Unilever PLC 0.2%
Value ($000) $651 Shares 16,879 Est. Cost $40.46 Unrealized
HD Home Depot 0.2%
Value ($000) $618 Shares 8,146 Est. Cost $56.05 Unrealized +3.2%
IBM International Business Machine 0.2%
Value ($000) $614 Shares 3,315 Est. Cost $118.94 Unrealized -6.2%
WSR Whitestone Reit 0.2%
Value ($000) $601 Shares 40,800 Est. Cost $15.72 Unrealized
MFRI Inc. 0.2%
Value ($000) $584 Shares 51,168 Est. Cost $11.37 Unrealized
NYT New York Times 0.2%
Value ($000) $582 Shares 46,330 Est. Cost $8.72 Unrealized +20.4%
XYL Xylem Inc 0.2%
Value ($000) $569 Shares 20,378 Est. Cost $23.44 Unrealized -3.1%
WHR Whirlpool Corp 0.2%
Value ($000) $556 Shares 3,800 Est. Cost $121.56 Unrealized +8.8%
FDX Fedex Corp 0.2%
Value ($000) $542 Shares 4,752 Est. Cost $81.95 Unrealized +11.4%
Google Inc 0.2%
Value ($000) $542 Shares 619 Est. Cost $880.14 Unrealized
Nash Finch Co 0.2%
Value ($000) $532 Shares 20,125 Est. Cost $22.02 Unrealized
Scana Corp New 0.2%
Value ($000) $520 Shares 11,285 Est. Cost $49.08 Unrealized
Raytheon 0.2%
Value ($000) $517 Shares 6,709 Est. Cost $66.10 Unrealized
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $509 Shares 5,636 Est. Cost $86.75 Unrealized
HUM Humana Inc. 0.2%
Value ($000) $503 Shares 5,390 Est. Cost $71.14 Unrealized +16.6%
CVE Cenovus Energy Inc Com Npv 0.2%
Value ($000) $502 Shares 16,817 Est. Cost $22.39 Unrealized +0.9%
IEZ iShares DJ US Oil Equip & Svcs 0.2%
Value ($000) $475 Shares 7,590 Est. Cost $56.75 Unrealized
DOV Dover Corp 0.2%
Value ($000) $472 Shares 5,250 Est. Cost $39.99 Unrealized +15.6%
Marathon Oil Corp 0.2%
Value ($000) $471 Shares 13,500 Est. Cost $34.59 Unrealized
ALK Alaska Air Group 0.2%
Value ($000) $470 Shares 7,500 Est. Cost $26.57 Unrealized +1.3%
MDU MDU Resources Group Inc. 0.2%
Value ($000) $468 Shares 16,715 Est. Cost $6.58 Unrealized +10.3%
Urstadt Biddle Pptys Inc Pfd S 0.2%
Value ($000) $467 Shares 19,500 Est. Cost $25.90 Unrealized
National Oilwell 0.2%
Value ($000) $461 Shares 5,900 Est. Cost $69.26 Unrealized
BP BP p.l.c. 0.2%
Value ($000) $458 Shares 10,900 Est. Cost $41.70 Unrealized
Northwest Natural Gas 0.2%
Value ($000) $456 Shares 10,857 Est. Cost $42.44 Unrealized
F Ford Motor 0.2%
Value ($000) $451 Shares 26,731 Est. Cost $7.98 Unrealized +13.0%
MPC Marathon Petroleum Corp 0.2%
Value ($000) $450 Shares 7,000 Est. Cost $27.55 Unrealized -11.5%
Aberdeen Asia-Pacific Income F 0.2%
Value ($000) $450 Shares 74,337 Est. Cost $6.20 Unrealized
TRW Automotive Hldgs Corp. 0.2%
Value ($000) $446 Shares 6,260 Est. Cost $71.25 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $436 Shares 10,560 Est. Cost $27.36 Unrealized +10.3%
SEB Seaboard Corp 0.2%
Value ($000) $434 Shares 158 Est. Cost $2662.97 Unrealized +3.0%
Coca Cola Enterprises Inc 0.2%
Value ($000) $432 Shares 10,750 Est. Cost $35.74 Unrealized
MCS Marcus Corp 0.2%
Value ($000) $421 Shares 28,950 Est. Cost $12.79 Unrealized +2.5%
Exelis Inc 0.2%
Value ($000) $403 Shares 25,658 Est. Cost $13.80 Unrealized
Precision Castparts 0.2%
Value ($000) $400 Shares 1,762 Est. Cost $225.88 Unrealized
EWH Ishares Hong Kong Index Fd 0.2%
Value ($000) $400 Shares 19,950 Est. Cost $18.30 Unrealized
TKR Timken Co 0.1%
Value ($000) $393 Shares 6,504 Est. Cost $39.57 Unrealized +8.3%
JPM J P Morgan Chase 0.1%
Value ($000) $392 Shares 7,584 Est. Cost $36.24 Unrealized +6.3%
PCH Potlatch Corp 0.1%
Value ($000) $389 Shares 9,801 Est. Cost $40.40 Unrealized
ADM Archer Daniels Midland 0.1%
Value ($000) $384 Shares 10,425 Est. Cost $23.37 Unrealized +9.7%
MMM 3m Company 0.1%
Value ($000) $379 Shares 3,175 Est. Cost $61.26 Unrealized +7.7%
MRTN MartenTransport Ltd. 0.1%
Value ($000) $378 Shares 22,040 Est. Cost $4.79 Unrealized +18.1%
Laboratory Corp of America Hol 0.1%
Value ($000) $377 Shares 3,800 Est. Cost $99.98 Unrealized
Hubbell Inc Cl A 0.1%
Value ($000) $377 Shares 4,000 Est. Cost $90.00 Unrealized
CPB Campbell Soup Company 0.1%
Value ($000) $374 Shares 9,182 Est. Cost $30.86 Unrealized -0.7%
Einstein Noah Restaurant 0.1%
Value ($000) $373 Shares 21,550 Est. Cost $14.40 Unrealized
POR Portland Gen Elec Co 0.1%
Value ($000) $367 Shares 13,000 Est. Cost $19.65 Unrealized -3.1%
Mine Safety Appliances 0.1%
Value ($000) $364 Shares 7,050 Est. Cost $46.57 Unrealized
Ingram Micro Inc 0.1%
Value ($000) $364 Shares 15,800 Est. Cost $18.99 Unrealized
Pebblebrook Hotel Pfd Ser B 0.1%
Value ($000) $360 Shares 13,950 Est. Cost $26.09 Unrealized
Wendy's International 0.1%
Value ($000) $359 Shares 42,325 Est. Cost $6.96 Unrealized
General Electric 0.1%
Value ($000) $352 Shares 14,750 Est. Cost $23.19 Unrealized
BA Boeing 0.1%
Value ($000) $351 Shares 2,987 Est. Cost $80.37 Unrealized +13.9%
MDLZ Mondelez International Inc. 0.1%
Value ($000) $349 Shares 11,108 Est. Cost $23.16 Unrealized +2.4%
ELME Washington Real Estate Inv Tru 0.1%
Value ($000) $348 Shares 13,785 Est. Cost $26.78 Unrealized
Cooper International Corp. 0.1%
Value ($000) $346 Shares 5,931 Est. Cost $61.18 Unrealized
LBTYAUSD Liberty Global Inc. 0.1%
Value ($000) $345 Shares 4,350 Est. Cost $73.48 Unrealized
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $338 Shares 4,200 Est. Cost $80.00 Unrealized
Ingersoll-Rand Plc Shs 0.1%
Value ($000) $334 Shares 5,150 Est. Cost $55.53 Unrealized
EWY iShares MSCI South Korea Index 0.1%
Value ($000) $329 Shares 5,350 Est. Cost $53.14 Unrealized
Anadarko Pete Corp 0.1%
Value ($000) $328 Shares 3,525 Est. Cost $86.01 Unrealized
CBL & Associates Pptys. 0.1%
Value ($000) $327 Shares 17,100 Est. Cost $21.10 Unrealized
Fourstar Group 0.1%
Value ($000) $325 Shares 15,100 Est. Cost $20.07 Unrealized
NBTB NBT Bancorp Inc 0.1%
Value ($000) $322 Shares 14,000 Est. Cost $20.54 Unrealized +8.8%
RUSHB Rush Enterprises Cl B 0.1%
Value ($000) $319 Shares 13,999 Est. Cost $8.52 Unrealized +4.7%
VFC V F Corp 0.1%
Value ($000) $318 Shares 1,600 Est. Cost $42.45 Unrealized +8.7%
Era Group Inc. 0.1%
Value ($000) $314 Shares 11,571 Est. Cost $26.19 Unrealized
NSC Norfolk Southern Crp 0.1%
Value ($000) $308 Shares 3,980 Est. Cost $57.67 Unrealized -1.2%
T AT&T 0.1%
Value ($000) $307 Shares 9,063 Est. Cost $11.40 Unrealized -3.9%
ETFS Physical Platinum Shares 0.1%
Value ($000) $302 Shares 2,200 Est. Cost $130.87 Unrealized
Aetna Inc 0.1%
Value ($000) $301 Shares 4,700 Est. Cost $63.62 Unrealized
Central Fund of Canada Ltd. 0.1%
Value ($000) $301 Shares 20,500 Est. Cost $13.61 Unrealized
SO Southern Co 0.1%
Value ($000) $281 Shares 6,812 Est. Cost $26.74 Unrealized -5.3%
CNI Canadian Natl Ry Co 0.1%
Value ($000) $280 Shares 2,766 Est. Cost $39.40 Unrealized +0.5%
Urstadt Biddle Ppty Pfd D 0.1%
Value ($000) $278 Shares 11,035 Est. Cost $25.42 Unrealized
HSY Hershey Co 0.1%
Value ($000) $278 Shares 3,000 Est. Cost $65.69 Unrealized +6.1%
Kellogg 0.1%
Value ($000) $264 Shares 4,500 Est. Cost $38.95 Unrealized -0.3%
iShares Gold Trust 0.1%
Value ($000) $258 Shares 20,000 Est. Cost $12.00 Unrealized
EWG Ishares Msci Germany Index Fd 0.1%
Value ($000) $249 Shares 8,936 Est. Cost $24.74 Unrealized
SLB Schlumberger Limited 0.1%
Value ($000) $248 Shares 2,803 Est. Cost $52.90 Unrealized +11.5%
CAT Caterpillar 0.1%
Value ($000) $247 Shares 2,965 Est. Cost $61.55 Unrealized +0.1%
Canadian Currency Tst 0.1%
Value ($000) $246 Shares 2,550 Est. Cost $94.51 Unrealized
Ishares Taiwan Index Fd 0.1%
Value ($000) $242 Shares 17,351 Est. Cost $13.28 Unrealized
TXN Texas Instruments 0.1%
Value ($000) $242 Shares 6,000 Est. Cost $25.31 Unrealized +9.5%
VEU Vanguard FTSE All World exUS E 0.1%
Value ($000) $241 Shares 4,961 Est. Cost $44.64 Unrealized
OKE Oneok Inc 0.1%
Value ($000) $240 Shares 4,500 Est. Cost $19.74 Unrealized +6.3%
Encana 0.1%
Value ($000) $238 Shares 13,762 Est. Cost $16.91 Unrealized
UNH Unitedhealth Group 0.1%
Value ($000) $236 Shares 3,290 Est. Cost $53.12 Unrealized +10.4%
VGK Vanguard European ETF 0.1%
Value ($000) $235 Shares 4,309 Est. Cost $51.40 Unrealized
GLW Corning Inc 0.1%
Value ($000) $235 Shares 16,100 Est. Cost $10.49 Unrealized +2.5%
SM Energy Corp 0.1%
Value ($000) $228 Shares 2,950 Est. Cost $60.00 Unrealized
VYX NCR 0.1%
Value ($000) $216 Shares 5,450 Est. Cost $22.36 Unrealized 0.0%
Pepco Holdings 0.1%
Value ($000) $212 Shares 11,505 Est. Cost $20.13 Unrealized
BR Broadridge Financial Solutions 0.1%
Value ($000) $206 Shares 6,500 Est. Cost $20.36 Unrealized +16.3%
Fiserv Inc 0.1%
Value ($000) $202 Shares 2,000 Est. Cost $87.50 Unrealized
BCE BCE 0.1%
Value ($000) $196 Shares 4,600 Est. Cost $22.29 Unrealized -7.2%
Statoil Hydro Asa Adr 0.1%
Value ($000) $193 Shares 8,500 Est. Cost $20.70 Unrealized
COKE Coca-Cola Bottling 0.1%
Value ($000) $192 Shares 3,075 Est. Cost $5.51 Unrealized +4.8%
META Facebook Inc 0.1%
Value ($000) $191 Shares 3,800 Est. Cost $36.96 Unrealized 0.0%
HAS Hasbro 0.1%
Value ($000) $191 Shares 4,058 Est. Cost $30.22 Unrealized +3.4%
TRV Travelers Cos Inc 0.1%
Value ($000) $190 Shares 2,245 Est. Cost $63.44 Unrealized -1.0%
Canadian Pacific Railway 0.1%
Value ($000) $189 Shares 1,529 Est. Cost $121.65 Unrealized
Ares Cap Corp 7% Pfd. 0.1%
Value ($000) $189 Shares 7,300 Est. Cost $26.03 Unrealized
Duke Energy 0.1%
Value ($000) $188 Shares 2,814 Est. Cost $67.52 Unrealized
BAX Baxter International 0.1%
Value ($000) $184 Shares 2,800 Est. Cost $30.65 Unrealized +1.3%
Conoco Phillips 0.1%
Value ($000) $184 Shares 2,640 Est. Cost $60.61 Unrealized
Gold Miners ETF 0.1%
Value ($000) $181 Shares 7,215 Est. Cost $24.52 Unrealized
ENB Enbridge Inc 0.1%
Value ($000) $179 Shares 4,300 Est. Cost $23.28 Unrealized -4.9%
Kraft Foods Group 0.1%
Value ($000) $177 Shares 3,367 Est. Cost $55.84 Unrealized
NEE NextEra Energy Inc New 0.1%
Value ($000) $176 Shares 2,200 Est. Cost $14.15 Unrealized +4.9%
BAC Bank of America 0.1%
Value ($000) $170 Shares 12,318 Est. Cost $10.03 Unrealized +12.0%
ACN Accenture 0.1%
Value ($000) $170 Shares 2,313 Est. Cost $63.81 Unrealized -6.7%
PCAR Paccar Inc 0.1%
Value ($000) $167 Shares 3,000 Est. Cost $21.67 Unrealized +8.2%
CSV Carriage Services Inc 0.1%
Value ($000) $166 Shares 8,550 Est. Cost $15.84 Unrealized +1.2%
DEO Diageo Plc 0.1%
Value ($000) $163 Shares 1,285 Est. Cost $115.18 Unrealized
Health Care Property 0.1%
Value ($000) $162 Shares 3,947 Est. Cost $45.35 Unrealized
TRAK Park City Group Inc. 0.1%
Value ($000) $161 Shares 18,450 Est. Cost $5.08 Unrealized +52.9%
PM Philip Morris Intl 0.1%
Value ($000) $156 Shares 1,799 Est. Cost $49.85 Unrealized -5.0%
ABM ABM Industries 0.1%
Value ($000) $152 Shares 5,700 Est. Cost $17.96 Unrealized +10.8%
GlaxoSmithKline Plc Adr 0.1%
Value ($000) $151 Shares 3,000 Est. Cost $50.00 Unrealized
Trustco Bk Corp Ny 0.1%
Value ($000) $149 Shares 25,000 Est. Cost $5.44 Unrealized
PBR Petroleo Brasileiro 0.1%
Value ($000) $144 Shares 9,300 Est. Cost $13.37 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $134 Shares 1,200 Est. Cost $73.34 Unrealized +5.0%
V Visa Inc 0.1%
Value ($000) $133 Shares 698 Est. Cost $40.02 Unrealized +5.8%
Hospira Inc 0.1%
Value ($000) $133 Shares 3,400 Est. Cost $38.24 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $130 Shares 2,250 Est. Cost $37.00 Unrealized +3.0%
M Macy's Inc 0.0%
Value ($000) $130 Shares 3,000 Est. Cost $46.44 Unrealized +0.6%
Royal Dutch Shell Cl A 0.0%
Value ($000) $129 Shares 1,964 Est. Cost $63.68 Unrealized
Altria Group 0.0%
Value ($000) $128 Shares 3,739 Est. Cost $34.99 Unrealized
PBR/A Petroleo Brasileiro Cl A 0.0%
Value ($000) $128 Shares 7,626 Est. Cost $14.62 Unrealized
MCD McDonalds 0.0%
Value ($000) $126 Shares 1,309 Est. Cost $71.80 Unrealized -1.7%
NTT Docomo Inc. ADR 0.0%
Value ($000) $120 Shares 7,400 Est. Cost $15.68 Unrealized
EWL Ishares Inc Msci Switzerland I 0.0%
Value ($000) $119 Shares 3,800 Est. Cost $28.60 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $114 Shares 3,135 Est. Cost $17.72 Unrealized 0.0%
Anheuser Busch Cos 0.0%
Value ($000) $114 Shares 1,150 Est. Cost $90.43 Unrealized
NHI National Health Investors 0.0%
Value ($000) $114 Shares 2,000 Est. Cost $60.00 Unrealized
ZBH Zimmer Holdings 0.0%
Value ($000) $113 Shares 1,380 Est. Cost $67.30 Unrealized +5.6%
HAL Halliburton 0.0%
Value ($000) $113 Shares 2,350 Est. Cost $37.32 Unrealized 0.0%
MRTI Maxus Realty Trust 0.0%
Value ($000) $110 Shares 4,067 Est. Cost $27.05 Unrealized
TD Toronto Dominion Bk 0.0%
Value ($000) $110 Shares 1,225 Est. Cost $42.50 Unrealized 0.0%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $107 Shares 1,200 Est. Cost $89.17 Unrealized
Parkervision Inc 0.0%
Value ($000) $103 Shares 30,800 Est. Cost $4.55 Unrealized
Newcastle Invt Corp 0.0%
Value ($000) $101 Shares 18,000 Est. Cost $5.61 Unrealized
SDY SPDR S&P Dividend 0.0%
Value ($000) $101 Shares 1,460 Est. Cost $69.18 Unrealized