Baker Ellis Asset Management LLC Diversified Active

CIK: 0001365559 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 23, 2014

Total Value ($000): $287,555 (100.0% shares, 0.0% debt)

Holdings (250)

VTI Vanguard Total Stock Mkt ETF 6.8%
Value ($000) $19,643 Shares 204,789 Est. Cost $83.51 Unrealized
VYM Vanguard High Dividend Yield I 4.6%
Value ($000) $13,278 Shares 213,063 Est. Cost $56.56 Unrealized
VDE Vanguard Energy ETF 3.2%
Value ($000) $9,230 Shares 73,004 Est. Cost $112.44 Unrealized
BRK/B Berkshire Hathaway Cl B 2.4%
Value ($000) $7,030 Shares 59,296 Est. Cost $110.30 Unrealized +4.8%
KR Kroger 2.4%
Value ($000) $6,775 Shares 171,396 Est. Cost $13.44 Unrealized +22.4%
GIS General Mills 2.2%
Value ($000) $6,456 Shares 129,356 Est. Cost $31.98 Unrealized +2.8%
VGT Vanguard Information Technolog 2.2%
Value ($000) $6,423 Shares 71,733 Est. Cost $74.80 Unrealized
iShares Singapore Index Fd 2.0%
Value ($000) $5,864 Shares 445,244 Est. Cost $12.79 Unrealized
UNP Union Pacific 1.8%
Value ($000) $5,270 Shares 31,371 Est. Cost $57.06 Unrealized +6.1%
Vodafone Group PLC 1.5%
Value ($000) $4,420 Shares 112,437 Est. Cost $28.89 Unrealized
Syngenta AG 1.5%
Value ($000) $4,238 Shares 53,015 Est. Cost $77.85 Unrealized
USB US Bancorp 1.4%
Value ($000) $4,075 Shares 100,869 Est. Cost $22.50 Unrealized +12.8%
COR AmerisourceBergen Corp 1.4%
Value ($000) $4,003 Shares 56,931 Est. Cost $38.92 Unrealized +24.7%
NVS Novartis AG Adr 1.4%
Value ($000) $3,919 Shares 48,756 Est. Cost $70.71 Unrealized
PEP Pepsico 1.3%
Value ($000) $3,625 Shares 43,706 Est. Cost $56.08 Unrealized +3.0%
IP Intl Paper Co 1.3%
Value ($000) $3,605 Shares 73,531 Est. Cost $25.91 Unrealized +0.4%
MINT Pimco ETF Short Maturity Str 1.2%
Value ($000) $3,373 Shares 33,295 Est. Cost $101.27 Unrealized
NOC Northrop Grumman Corp. 1.1%
Value ($000) $3,259 Shares 28,435 Est. Cost $62.64 Unrealized +39.4%
BRK/A Berkshire Hathaway Cl A 1.1%
Value ($000) $3,202 Shares 18 Est. Cost $165023.42 Unrealized +5.1%
VXF Vanguard Extended Mkt ETF 1.1%
Value ($000) $3,117 Shares 37,695 Est. Cost $69.82 Unrealized
MSFT Microsoft 1.1%
Value ($000) $3,078 Shares 82,279 Est. Cost $26.81 Unrealized +12.0%
Powershares Ftse Rafi US1000 1.1%
Value ($000) $3,046 Shares 36,728 Est. Cost $73.92 Unrealized
RYN Rayonier 1.1%
Value ($000) $3,031 Shares 71,994 Est. Cost $55.39 Unrealized
Ensco PLC 0.9%
Value ($000) $2,628 Shares 45,957 Est. Cost $58.03 Unrealized
FMX Fomento Economico Mexicano 0.9%
Value ($000) $2,588 Shares 26,447 Est. Cost $103.19 Unrealized
VT Vanguard Total World Stk Index 0.9%
Value ($000) $2,582 Shares 43,460 Est. Cost $53.08 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $2,568 Shares 28,043 Est. Cost $60.05 Unrealized +9.5%
United Technologies 0.9%
Value ($000) $2,481 Shares 21,805 Est. Cost $93.28 Unrealized
GLD Streettracks Gold Shrs 0.8%
Value ($000) $2,443 Shares 21,037 Est. Cost $118.83 Unrealized
DGS WisdomTree Emerging Mkts Small 0.8%
Value ($000) $2,424 Shares 52,600 Est. Cost $46.06 Unrealized
Du Pont 0.8%
Value ($000) $2,295 Shares 35,320 Est. Cost $52.78 Unrealized
FDP Fresh Del Monte Produce 0.8%
Value ($000) $2,262 Shares 79,935 Est. Cost $21.29 Unrealized +5.7%
JBTM John Bean Technologies 0.7%
Value ($000) $2,145 Shares 73,141 Est. Cost $19.54 Unrealized +33.2%
ITT Corporation 0.7%
Value ($000) $2,085 Shares 48,022 Est. Cost $29.42 Unrealized
CVX ChevronTexaco 0.7%
Value ($000) $2,056 Shares 16,463 Est. Cost $71.30 Unrealized +1.7%
IMKTA Ingles Mkts Inc Cl A 0.7%
Value ($000) $2,027 Shares 74,787 Est. Cost $18.35 Unrealized +18.8%
IMO Imperial Oil Ltd. 0.7%
Value ($000) $1,955 Shares 44,191 Est. Cost $30.11 Unrealized +11.9%
BALL Ball Corp 0.7%
Value ($000) $1,926 Shares 37,273 Est. Cost $19.77 Unrealized +9.2%
WMT Wal-Mart Stores 0.6%
Value ($000) $1,844 Shares 23,437 Est. Cost $19.98 Unrealized +1.8%
XOM Exxon Mobil 0.6%
Value ($000) $1,837 Shares 18,155 Est. Cost $53.69 Unrealized +4.2%
VPU Vanguard Utilities ETF 0.6%
Value ($000) $1,832 Shares 22,000 Est. Cost $82.20 Unrealized
BMY Bristol Myers Squibb 0.6%
Value ($000) $1,811 Shares 34,077 Est. Cost $28.67 Unrealized +19.1%
SJM JM Smucker 0.6%
Value ($000) $1,782 Shares 17,194 Est. Cost $70.84 Unrealized +5.2%
IXP iShares Global Telecom Fd 0.6%
Value ($000) $1,776 Shares 26,001 Est. Cost $59.40 Unrealized
MRK Merck & Co Inc 0.6%
Value ($000) $1,742 Shares 34,805 Est. Cost $30.02 Unrealized +4.2%
ABT Abbott Laboratories 0.6%
Value ($000) $1,732 Shares 45,196 Est. Cost $28.85 Unrealized +1.3%
KMB Kimberly Clark 0.6%
Value ($000) $1,728 Shares 16,547 Est. Cost $63.07 Unrealized +5.2%
SYK Stryker Corp 0.6%
Value ($000) $1,684 Shares 22,411 Est. Cost $56.92 Unrealized +10.8%
BK Bank of New York Mellon 0.6%
Value ($000) $1,675 Shares 47,952 Est. Cost $21.60 Unrealized +12.5%
UPS United Parcel Svc 0.6%
Value ($000) $1,640 Shares 15,611 Est. Cost $55.53 Unrealized +16.1%
NKE Nike Cl B 0.5%
Value ($000) $1,531 Shares 19,475 Est. Cost $26.53 Unrealized +23.9%
SON Sonoco Products 0.5%
Value ($000) $1,515 Shares 36,323 Est. Cost $22.97 Unrealized +17.3%
GPC Genuine Parts 0.5%
Value ($000) $1,451 Shares 17,442 Est. Cost $54.15 Unrealized +5.7%
ABBV AbbVie Inc. 0.5%
Value ($000) $1,419 Shares 26,866 Est. Cost $26.55 Unrealized +14.5%
BNS Bank of Nova Scotia 0.5%
Value ($000) $1,408 Shares 22,508 Est. Cost $30.41 Unrealized +8.8%
Yahoo! Inc. 0.5%
Value ($000) $1,407 Shares 34,790 Est. Cost $25.44 Unrealized
PFE Pfizer 0.5%
Value ($000) $1,382 Shares 45,107 Est. Cost $16.51 Unrealized +6.7%
VZ Verizon Communications 0.5%
Value ($000) $1,359 Shares 27,665 Est. Cost $27.04 Unrealized -1.6%
Urstadt Biddle Pptys Inc Cl A 0.5%
Value ($000) $1,355 Shares 73,439 Est. Cost $20.16 Unrealized
Royal Dutch Shell Cl B 0.5%
Value ($000) $1,322 Shares 17,605 Est. Cost $66.26 Unrealized
RSG Republic Services 0.5%
Value ($000) $1,316 Shares 39,630 Est. Cost $26.38 Unrealized +1.8%
BOND Pimco Total Return ETF 0.4%
Value ($000) $1,289 Shares 12,308 Est. Cost $105.49 Unrealized
DIS Walt Disney Co 0.4%
Value ($000) $1,272 Shares 16,647 Est. Cost $57.53 Unrealized +7.2%
AXP American Express 0.4%
Value ($000) $1,269 Shares 13,987 Est. Cost $59.62 Unrealized +16.2%
CMCSA Comcast Corporation 0.4%
Value ($000) $1,267 Shares 24,381 Est. Cost $16.14 Unrealized +13.9%
Multi Color Corp. 0.4%
Value ($000) $1,229 Shares 32,555 Est. Cost $30.34 Unrealized
HMC Honda Motors 0.4%
Value ($000) $1,203 Shares 29,085 Est. Cost $37.36 Unrealized
VHT Vanguard Health Care ETF 0.4%
Value ($000) $1,198 Shares 11,850 Est. Cost $87.77 Unrealized
DXJ WisdomTree Japan Hedged Equity 0.4%
Value ($000) $1,182 Shares 23,250 Est. Cost $45.59 Unrealized
UGI UGI Corp 0.4%
Value ($000) $1,177 Shares 28,382 Est. Cost $26.32 Unrealized +2.4%
HAL Halliburton 0.4%
Value ($000) $1,150 Shares 22,651 Est. Cost $40.88 Unrealized +1.0%
HON Honeywell Intl. 0.4%
Value ($000) $1,149 Shares 12,570 Est. Cost $53.76 Unrealized +13.1%
PG Procter & Gamble 0.4%
Value ($000) $1,144 Shares 14,048 Est. Cost $55.22 Unrealized +5.1%
Northeast Utilities 0.4%
Value ($000) $1,143 Shares 26,955 Est. Cost $42.03 Unrealized
PPL PPL Corp 0.4%
Value ($000) $1,135 Shares 37,721 Est. Cost $16.36 Unrealized +0.0%
Urstadt Biddle Pptys 0.4%
Value ($000) $1,079 Shares 68,079 Est. Cost $18.20 Unrealized
TAP Molson Coors Co Cl B 0.4%
Value ($000) $1,074 Shares 19,121 Est. Cost $37.54 Unrealized +6.2%
KO Coca-Cola Company 0.4%
Value ($000) $1,029 Shares 24,907 Est. Cost $27.85 Unrealized -3.3%
Vectren Corp 0.4%
Value ($000) $1,023 Shares 28,808 Est. Cost $33.86 Unrealized
AGL Resources New 0.3%
Value ($000) $1,006 Shares 21,309 Est. Cost $43.24 Unrealized
Powershares High Yld Corp Bond 0.3%
Value ($000) $987 Shares 51,421 Est. Cost $18.70 Unrealized
Seacorp Hldgs Inc 0.3%
Value ($000) $985 Shares 10,796 Est. Cost $83.06 Unrealized
NWPX Northwest Pipe 0.3%
Value ($000) $924 Shares 24,468 Est. Cost $27.84 Unrealized +30.9%
SPY S & P 500 Index Fund 0.3%
Value ($000) $909 Shares 4,922 Est. Cost $160.50 Unrealized
COST Costco Wholesale 0.3%
Value ($000) $906 Shares 7,612 Est. Cost $86.76 Unrealized +9.7%
ARI Apollo Commercial Real Estate 0.3%
Value ($000) $895 Shares 55,050 Est. Cost $15.86 Unrealized
HP Helmerich & Payne 0.3%
Value ($000) $849 Shares 10,100 Est. Cost $62.44 Unrealized +24.7%
CLX Clorox Co Del 0.3%
Value ($000) $807 Shares 8,701 Est. Cost $60.00 Unrealized +6.4%
Twenty-First Century Fox, Cl B 0.3%
Value ($000) $806 Shares 23,300 Est. Cost $33.39 Unrealized
ITIC Investors Title 0.3%
Value ($000) $806 Shares 9,950 Est. Cost $70.48 Unrealized +11.1%
URS Corporation 0.3%
Value ($000) $789 Shares 14,885 Est. Cost $47.41 Unrealized
Google Inc 0.3%
Value ($000) $782 Shares 698 Est. Cost $907.32 Unrealized
SBUX Starbucks 0.3%
Value ($000) $771 Shares 9,830 Est. Cost $24.37 Unrealized +28.1%
D Dominion Resources 0.3%
Value ($000) $767 Shares 11,862 Est. Cost $34.60 Unrealized +11.8%
ALEX Alexander & Baldwin 0.3%
Value ($000) $749 Shares 17,939 Est. Cost $39.76 Unrealized
NYT New York Times 0.3%
Value ($000) $743 Shares 46,830 Est. Cost $8.75 Unrealized +38.2%
MATX Matson Navigation Co. 0.3%
Value ($000) $738 Shares 28,247 Est. Cost $19.30 Unrealized +5.9%
MFRI Inc. 0.3%
Value ($000) $734 Shares 51,168 Est. Cost $11.37 Unrealized
YUM Yum! Brands 0.3%
Value ($000) $731 Shares 9,663 Est. Cost $38.99 Unrealized +4.9%
WM Waste Management 0.3%
Value ($000) $726 Shares 16,190 Est. Cost $30.75 Unrealized +10.2%
F Ford Motor 0.3%
Value ($000) $720 Shares 46,683 Est. Cost $8.42 Unrealized +6.9%
TRW Automotive Hldgs Corp. 0.2%
Value ($000) $712 Shares 9,570 Est. Cost $72.34 Unrealized
MGC Vanguard Mega Cap ETF 0.2%
Value ($000) $700 Shares 11,082 Est. Cost $63.17 Unrealized
XYL Xylem Inc 0.2%
Value ($000) $700 Shares 20,228 Est. Cost $23.44 Unrealized +17.7%
FDX Fedex Corp 0.2%
Value ($000) $698 Shares 4,852 Est. Cost $82.58 Unrealized +35.8%
Unilever PLC 0.2%
Value ($000) $696 Shares 16,882 Est. Cost $40.46 Unrealized
SEB Seaboard Corp 0.2%
Value ($000) $674 Shares 241 Est. Cost $2678.29 Unrealized +1.1%
HD Home Depot 0.2%
Value ($000) $671 Shares 8,146 Est. Cost $56.05 Unrealized +4.8%
DE Deere & Company 0.2%
Value ($000) $669 Shares 7,326 Est. Cost $68.04 Unrealized -0.9%
GM General Motors 0.2%
Value ($000) $668 Shares 16,350 Est. Cost $23.83 Unrealized +18.3%
MPC Marathon Petroleum Corp 0.2%
Value ($000) $642 Shares 7,000 Est. Cost $27.55 Unrealized -2.6%
ADP Automatic Data Processing 0.2%
Value ($000) $630 Shares 7,800 Est. Cost $45.09 Unrealized +14.1%
IBM International Business Machine 0.2%
Value ($000) $612 Shares 3,265 Est. Cost $118.94 Unrealized -10.5%
VBR Vanguard Small Cap Value ETF 0.2%
Value ($000) $610 Shares 6,266 Est. Cost $87.82 Unrealized
Raytheon 0.2%
Value ($000) $609 Shares 6,709 Est. Cost $66.10 Unrealized
WHR Whirlpool Corp 0.2%
Value ($000) $588 Shares 3,750 Est. Cost $121.56 Unrealized +20.6%
ALK Alaska Air Group 0.2%
Value ($000) $565 Shares 7,700 Est. Cost $26.71 Unrealized +20.2%
HUM Humana Inc. 0.2%
Value ($000) $546 Shares 5,290 Est. Cost $71.14 Unrealized +24.9%
WSR Whitestone Reit 0.2%
Value ($000) $545 Shares 40,800 Est. Cost $15.72 Unrealized
BP BP p.l.c. 0.2%
Value ($000) $540 Shares 11,100 Est. Cost $41.82 Unrealized
Coca Cola Enterprises Inc 0.2%
Value ($000) $514 Shares 11,650 Est. Cost $36.39 Unrealized
Scana Corp New 0.2%
Value ($000) $513 Shares 10,935 Est. Cost $49.08 Unrealized
MDU MDU Resources Group Inc. 0.2%
Value ($000) $511 Shares 16,715 Est. Cost $6.58 Unrealized +18.6%
National Oilwell 0.2%
Value ($000) $507 Shares 6,370 Est. Cost $70.02 Unrealized
DOV Dover Corp 0.2%
Value ($000) $507 Shares 5,250 Est. Cost $39.99 Unrealized +23.2%
Exelis Inc 0.2%
Value ($000) $499 Shares 26,158 Est. Cost $13.90 Unrealized
IEZ iShares DJ US Oil Equip & Svcs 0.2%
Value ($000) $492 Shares 7,590 Est. Cost $56.75 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $479 Shares 10,560 Est. Cost $27.36 Unrealized +12.4%
Marathon Oil Corp 0.2%
Value ($000) $477 Shares 13,500 Est. Cost $34.59 Unrealized
Urstadt Biddle Pptys Inc Pfd S 0.2%
Value ($000) $477 Shares 20,700 Est. Cost $25.73 Unrealized
Precision Castparts 0.2%
Value ($000) $475 Shares 1,762 Est. Cost $225.88 Unrealized
CVE Cenovus Energy Inc Com Npv 0.2%
Value ($000) $474 Shares 16,557 Est. Cost $22.39 Unrealized +0.2%
JPM J P Morgan Chase 0.2%
Value ($000) $467 Shares 7,984 Est. Cost $36.41 Unrealized +8.8%
Northwest Natural Gas 0.2%
Value ($000) $455 Shares 10,632 Est. Cost $42.44 Unrealized
ADM Archer Daniels Midland 0.2%
Value ($000) $451 Shares 10,400 Est. Cost $23.37 Unrealized +22.4%
MRTN MartenTransport Ltd. 0.2%
Value ($000) $449 Shares 22,240 Est. Cost $4.79 Unrealized +24.0%
MMM 3m Company 0.2%
Value ($000) $445 Shares 3,175 Est. Cost $61.26 Unrealized +18.6%
Aberdeen Asia-Pacific Income F 0.1%
Value ($000) $428 Shares 74,337 Est. Cost $6.20 Unrealized
POR Portland Gen Elec Co 0.1%
Value ($000) $417 Shares 13,800 Est. Cost $19.61 Unrealized -3.5%
General Electric 0.1%
Value ($000) $413 Shares 14,750 Est. Cost $23.19 Unrealized
EWH iShares Hong Kong Index Fd 0.1%
Value ($000) $411 Shares 19,950 Est. Cost $18.30 Unrealized
PCH Potlatch Corp 0.1%
Value ($000) $409 Shares 9,801 Est. Cost $40.40 Unrealized
BA Boeing 0.1%
Value ($000) $408 Shares 2,987 Est. Cost $80.37 Unrealized +38.0%
CPB Campbell Soup Company 0.1%
Value ($000) $406 Shares 9,382 Est. Cost $30.81 Unrealized -7.4%
MCS Marcus Corp 0.1%
Value ($000) $403 Shares 29,950 Est. Cost $12.84 Unrealized +9.9%
VFC V F Corp 0.1%
Value ($000) $399 Shares 6,400 Est. Cost $49.70 Unrealized +4.9%
Spartan Stores Inc. 0.1%
Value ($000) $396 Shares 16,290 Est. Cost $24.31 Unrealized
Hubbell Inc Cl A 0.1%
Value ($000) $392 Shares 4,000 Est. Cost $90.00 Unrealized
EWY iShares MSCI South Korea Index 0.1%
Value ($000) $391 Shares 6,050 Est. Cost $54.47 Unrealized
LBTYAUSD Liberty Global Inc. 0.1%
Value ($000) $387 Shares 4,350 Est. Cost $73.48 Unrealized
Ingram Micro Inc 0.1%
Value ($000) $371 Shares 15,800 Est. Cost $18.99 Unrealized
NSC Norfolk Southern Crp 0.1%
Value ($000) $369 Shares 3,980 Est. Cost $57.67 Unrealized +13.9%
Wendy's International 0.1%
Value ($000) $369 Shares 42,325 Est. Cost $6.96 Unrealized
Laboratory Corp of America Hol 0.1%
Value ($000) $365 Shares 4,000 Est. Cost $99.54 Unrealized
TKR Timken Co 0.1%
Value ($000) $358 Shares 6,504 Est. Cost $39.57 Unrealized -1.4%
Era Group Inc. 0.1%
Value ($000) $357 Shares 11,571 Est. Cost $26.19 Unrealized
RUSHB Rush Enterprises Cl B 0.1%
Value ($000) $357 Shares 13,999 Est. Cost $8.52 Unrealized +13.4%
Cooper International Corp. 0.1%
Value ($000) $351 Shares 5,897 Est. Cost $61.18 Unrealized
Pebblebrook Hotel Pfd Ser B 0.1%
Value ($000) $349 Shares 13,950 Est. Cost $26.09 Unrealized
Fourstar Group 0.1%
Value ($000) $342 Shares 16,100 Est. Cost $20.14 Unrealized
NBTB NBT Bancorp Inc 0.1%
Value ($000) $337 Shares 13,000 Est. Cost $20.54 Unrealized +19.5%
ELME Washington Real Estate Inv Tru 0.1%
Value ($000) $336 Shares 14,385 Est. Cost $26.64 Unrealized
Aetna Inc 0.1%
Value ($000) $322 Shares 4,700 Est. Cost $63.62 Unrealized
MDLZ Mondelez International Inc. 0.1%
Value ($000) $322 Shares 9,108 Est. Cost $23.16 Unrealized +10.2%
CNI Canadian Natl Ry Co 0.1%
Value ($000) $321 Shares 5,632 Est. Cost $41.90 Unrealized +5.8%
Ingersoll-Rand Plc Shs 0.1%
Value ($000) $317 Shares 5,150 Est. Cost $55.53 Unrealized
Einstein Noah Restaurant 0.1%
Value ($000) $315 Shares 21,750 Est. Cost $14.40 Unrealized
T AT&T 0.1%
Value ($000) $310 Shares 8,823 Est. Cost $11.40 Unrealized -2.0%
VGK Vanguard European ETF 0.1%
Value ($000) $302 Shares 5,129 Est. Cost $52.59 Unrealized
CBL & Associates Pptys. 0.1%
Value ($000) $298 Shares 16,600 Est. Cost $21.10 Unrealized
ETFS Physical Platinum Shares 0.1%
Value ($000) $295 Shares 2,200 Est. Cost $130.87 Unrealized
GLW Corning Inc 0.1%
Value ($000) $287 Shares 16,100 Est. Cost $10.49 Unrealized +14.9%
EWG iShares Msci Germany Index Fd 0.1%
Value ($000) $284 Shares 8,936 Est. Cost $24.74 Unrealized
SO Southern Co 0.1%
Value ($000) $280 Shares 6,812 Est. Cost $26.74 Unrealized -8.1%
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $280 Shares 3,500 Est. Cost $80.00 Unrealized
OKE Oneok Inc 0.1%
Value ($000) $280 Shares 4,500 Est. Cost $19.74 Unrealized +23.6%
Anadarko Pete Corp 0.1%
Value ($000) $280 Shares 3,525 Est. Cost $86.01 Unrealized
Kellogg 0.1%
Value ($000) $275 Shares 4,500 Est. Cost $38.95 Unrealized -3.0%
UNH Unitedhealth Group 0.1%
Value ($000) $274 Shares 3,640 Est. Cost $53.69 Unrealized +10.0%
VEU Vanguard FTSE All World exUS E 0.1%
Value ($000) $273 Shares 5,381 Est. Cost $45.11 Unrealized
Central Fund of Canada Ltd. 0.1%
Value ($000) $272 Shares 20,500 Est. Cost $13.61 Unrealized
Urstadt Biddle Ppty Pfd D 0.1%
Value ($000) $270 Shares 11,035 Est. Cost $25.42 Unrealized
CAT Caterpillar 0.1%
Value ($000) $269 Shares 2,965 Est. Cost $61.55 Unrealized +1.8%
TXN Texas Instruments 0.1%
Value ($000) $263 Shares 6,000 Est. Cost $25.31 Unrealized +18.8%
BR Broadridge Financial Solutions 0.1%
Value ($000) $257 Shares 6,500 Est. Cost $20.36 Unrealized +42.4%
Mine Safety Appliances 0.1%
Value ($000) $256 Shares 5,000 Est. Cost $46.57 Unrealized
iShares Taiwan Index Fd 0.1%
Value ($000) $250 Shares 17,351 Est. Cost $13.28 Unrealized
SLB Schlumberger Limited 0.1%
Value ($000) $249 Shares 2,768 Est. Cost $52.90 Unrealized +23.0%
SM Energy Corp 0.1%
Value ($000) $245 Shares 2,950 Est. Cost $60.00 Unrealized
Encana 0.1%
Value ($000) $245 Shares 13,562 Est. Cost $16.91 Unrealized
HSY Hershey Co 0.1%
Value ($000) $243 Shares 2,500 Est. Cost $65.69 Unrealized +9.9%
Canadian Currency Tst 0.1%
Value ($000) $239 Shares 2,550 Est. Cost $94.51 Unrealized
Canadian Pacific Railway 0.1%
Value ($000) $231 Shares 1,529 Est. Cost $121.65 Unrealized
COKE Coca-Cola Bottling 0.1%
Value ($000) $225 Shares 3,075 Est. Cost $5.51 Unrealized +9.2%
HAS Hasbro 0.1%
Value ($000) $223 Shares 4,058 Est. Cost $30.22 Unrealized +14.1%
Pepco Holdings 0.1%
Value ($000) $220 Shares 11,505 Est. Cost $20.13 Unrealized
BAX Baxter International 0.1%
Value ($000) $219 Shares 3,150 Est. Cost $30.49 Unrealized -4.1%
DEO Diageo Plc 0.1%
Value ($000) $210 Shares 1,585 Est. Cost $118.45 Unrealized
BCE BCE 0.1%
Value ($000) $208 Shares 4,800 Est. Cost $22.26 Unrealized -2.6%
VYX NCR 0.1%
Value ($000) $206 Shares 6,050 Est. Cost $22.35 Unrealized -0.5%
Statoil Hydro Asa Adr 0.1%
Value ($000) $205 Shares 8,500 Est. Cost $20.70 Unrealized
Ares Cap Corp 7% Pfd. 0.1%
Value ($000) $204 Shares 7,800 Est. Cost $26.04 Unrealized
TRV Travelers Cos Inc 0.1%
Value ($000) $203 Shares 2,245 Est. Cost $63.44 Unrealized +5.3%
Duke Energy 0.1%
Value ($000) $194 Shares 2,814 Est. Cost $67.52 Unrealized
BAC Bank of America 0.1%
Value ($000) $192 Shares 12,318 Est. Cost $10.03 Unrealized +16.5%
ACN Accenture 0.1%
Value ($000) $190 Shares 2,313 Est. Cost $63.81 Unrealized -3.6%
NEE NextEra Energy Inc New 0.1%
Value ($000) $188 Shares 2,200 Est. Cost $14.15 Unrealized +8.1%
ENB Enbridge Inc 0.1%
Value ($000) $188 Shares 4,300 Est. Cost $23.28 Unrealized -5.1%
TRAK Park City Group Inc. 0.1%
Value ($000) $187 Shares 18,450 Est. Cost $5.08 Unrealized +86.4%
AAPL Apple Computer 0.1%
Value ($000) $187 Shares 334 Est. Cost $16.37 Unrealized 0.0%
Conoco Phillips 0.1%
Value ($000) $187 Shares 2,640 Est. Cost $60.61 Unrealized
Kraft Foods Group 0.1%
Value ($000) $182 Shares 3,367 Est. Cost $55.84 Unrealized
Trustco Bk Corp Ny 0.1%
Value ($000) $180 Shares 25,000 Est. Cost $5.44 Unrealized
PCAR Paccar Inc 0.1%
Value ($000) $178 Shares 3,000 Est. Cost $21.67 Unrealized +10.8%
ABM ABM Industries 0.1%
Value ($000) $174 Shares 6,100 Est. Cost $18.20 Unrealized +18.7%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $170 Shares 1,700 Est. Cost $92.35 Unrealized
CSV Carriage Services Inc 0.1%
Value ($000) $167 Shares 8,550 Est. Cost $15.84 Unrealized +4.5%
WNC Wabash National Corp. 0.1%
Value ($000) $164 Shares 13,300 Est. Cost $9.92 Unrealized 0.0%
LUV Southwest Air 0.1%
Value ($000) $162 Shares 8,600 Est. Cost $15.26 Unrealized 0.0%
DVN Devon Energy Corp 0.1%
Value ($000) $161 Shares 2,600 Est. Cost $37.54 Unrealized +9.3%
M Macy's Inc 0.1%
Value ($000) $160 Shares 3,000 Est. Cost $46.44 Unrealized +4.4%
MCD McDonalds 0.1%
Value ($000) $160 Shares 1,649 Est. Cost $71.43 Unrealized -2.0%
GlaxoSmithKline Plc Adr 0.1%
Value ($000) $160 Shares 3,000 Est. Cost $50.00 Unrealized
PM Philip Morris Intl 0.1%
Value ($000) $157 Shares 1,799 Est. Cost $49.85 Unrealized -4.0%
V Visa Inc 0.1%
Value ($000) $155 Shares 698 Est. Cost $40.02 Unrealized +15.7%
Parkervision Inc 0.1%
Value ($000) $149 Shares 32,800 Est. Cost $4.55 Unrealized
META Facebook Inc 0.1%
Value ($000) $148 Shares 2,700 Est. Cost $36.96 Unrealized +34.9%
Anheuser-Busch InBev 0.1%
Value ($000) $144 Shares 1,350 Est. Cost $92.84 Unrealized
Altria Group 0.0%
Value ($000) $143 Shares 3,730 Est. Cost $34.99 Unrealized
Health Care Property 0.0%
Value ($000) $143 Shares 3,947 Est. Cost $45.35 Unrealized
Hospira Inc 0.0%
Value ($000) $140 Shares 3,400 Est. Cost $38.24 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $137 Shares 1,200 Est. Cost $73.34 Unrealized +10.6%
ZBH Zimmer Holdings 0.0%
Value ($000) $129 Shares 1,380 Est. Cost $67.30 Unrealized +16.3%
PBR Petroleo Brasileiro 0.0%
Value ($000) $128 Shares 9,300 Est. Cost $13.37 Unrealized
Royal Dutch Shell Cl A 0.0%
Value ($000) $126 Shares 1,765 Est. Cost $63.68 Unrealized
EWL iShares Inc Msci Switzerland I 0.0%
Value ($000) $125 Shares 3,800 Est. Cost $28.60 Unrealized
MRTI Maxus Realty Trust 0.0%
Value ($000) $122 Shares 4,067 Est. Cost $27.05 Unrealized
NTT Docomo Inc. ADR 0.0%
Value ($000) $122 Shares 7,400 Est. Cost $15.68 Unrealized
WMB Williams Companies, Inc. 0.0%
Value ($000) $121 Shares 3,135 Est. Cost $17.72 Unrealized +3.7%
Fiserv Inc 0.0%
Value ($000) $118 Shares 2,000 Est. Cost $87.50 Unrealized
PowerShares QQQ 0.0%
Value ($000) $116 Shares 1,320 Est. Cost $87.88 Unrealized
TD Toronto Dominion Bk 0.0%
Value ($000) $115 Shares 1,225 Est. Cost $42.50 Unrealized +7.1%
NHI National Health Investors 0.0%
Value ($000) $112 Shares 2,000 Est. Cost $60.00 Unrealized
Express Scripts Holding Co. 0.0%
Value ($000) $112 Shares 1,594 Est. Cost $70.26 Unrealized
PBR/A Petroleo Brasileiro Cl A 0.0%
Value ($000) $109 Shares 7,426 Est. Cost $14.62 Unrealized
AMZN Amazon.com Inc. 0.0%
Value ($000) $108 Shares 270 Est. Cost $17.98 Unrealized 0.0%
SDY SPDR S&P Dividend 0.0%
Value ($000) $106 Shares 1,460 Est. Cost $69.18 Unrealized
NWS News Corp Cl B new 0.0%
Value ($000) $104 Shares 5,824 Est. Cost $15.37 Unrealized 0.0%
Newcastle Invt Corp 0.0%
Value ($000) $103 Shares 18,000 Est. Cost $5.61 Unrealized
ATR AptarGroup Inc 0.0%
Value ($000) $102 Shares 1,500 Est. Cost $53.66 Unrealized 0.0%