Baker Ellis Asset Management LLC Diversified Active

CIK: 0001365559 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 28, 2014

Total Value ($000): $289,119 (100.0% shares, 0.0% debt)

Holdings (251)

VTI Vanguard Total Stock Mkt ETF 7.4%
Value ($000) $21,405 Shares 211,433 Est. Cost $84.12 Unrealized
VYM Vanguard High Dividend Yield I 5.0%
Value ($000) $14,388 Shares 216,659 Est. Cost $56.73 Unrealized
BRK/B Berkshire Hathaway Cl B 3.2%
Value ($000) $9,134 Shares 66,124 Est. Cost $111.64 Unrealized +19.3%
VDE Vanguard Energy ETF 3.0%
Value ($000) $8,720 Shares 66,501 Est. Cost $112.44 Unrealized
KR Kroger 2.9%
Value ($000) $8,374 Shares 161,045 Est. Cost $13.44 Unrealized +51.3%
VGT Vanguard Information Technolog 2.5%
Value ($000) $7,372 Shares 73,663 Est. Cost $75.44 Unrealized
UNP Union Pacific 2.2%
Value ($000) $6,347 Shares 58,542 Est. Cost $65.75 Unrealized +22.2%
GIS General Mills 1.9%
Value ($000) $5,448 Shares 107,990 Est. Cost $31.98 Unrealized +10.9%
iShares Singapore Index Fd 1.6%
Value ($000) $4,512 Shares 338,231 Est. Cost $12.79 Unrealized
PEP Pepsico 1.5%
Value ($000) $4,382 Shares 47,069 Est. Cost $56.50 Unrealized +14.8%
NVS Novartis AG Adr 1.5%
Value ($000) $4,222 Shares 44,856 Est. Cost $70.71 Unrealized
MGC Vanguard Mega Cap ETF 1.4%
Value ($000) $4,169 Shares 61,722 Est. Cost $64.75 Unrealized
USB US Bancorp 1.4%
Value ($000) $3,998 Shares 95,589 Est. Cost $22.50 Unrealized +26.3%
COR AmerisourceBergen Corp 1.4%
Value ($000) $3,991 Shares 51,628 Est. Cost $39.33 Unrealized +41.1%
BRK/A Berkshire Hathaway Cl A 1.4%
Value ($000) $3,931 Shares 19 Est. Cost $166072.60 Unrealized +20.3%
PowerShares FTSE RAFI US 1000 1.3%
Value ($000) $3,814 Shares 43,385 Est. Cost $75.72 Unrealized
MSFT Microsoft 1.3%
Value ($000) $3,628 Shares 78,257 Est. Cost $26.81 Unrealized +40.5%
IP Intl Paper Co. 1.2%
Value ($000) $3,469 Shares 72,673 Est. Cost $25.91 Unrealized +10.5%
JNJ Johnson & Johnson 1.2%
Value ($000) $3,451 Shares 32,381 Est. Cost $62.19 Unrealized +21.5%
NOC Northrop Grumman Corp. 1.2%
Value ($000) $3,427 Shares 26,007 Est. Cost $62.64 Unrealized +67.0%
VT Vanguard Total World Stk Index 1.1%
Value ($000) $3,045 Shares 50,426 Est. Cost $53.98 Unrealized
Syngenta AG 1.0%
Value ($000) $2,840 Shares 44,821 Est. Cost $77.85 Unrealized
VXF Vanguard Extended Mkt ETF 1.0%
Value ($000) $2,837 Shares 33,945 Est. Cost $70.01 Unrealized
Du Pont 0.9%
Value ($000) $2,682 Shares 37,370 Est. Cost $53.48 Unrealized
DGS WisdomTree Emerging Mkts Small 0.9%
Value ($000) $2,655 Shares 57,443 Est. Cost $46.12 Unrealized
CVX ChevronTexaco 0.9%
Value ($000) $2,617 Shares 21,935 Est. Cost $73.44 Unrealized +6.9%
MINT Pimco ETF Short Maturity Str 0.9%
Value ($000) $2,509 Shares 24,760 Est. Cost $101.27 Unrealized
FDP Fresh Del Monte Produce 0.9%
Value ($000) $2,486 Shares 77,919 Est. Cost $21.29 Unrealized +18.8%
VZ Verizon Communications 0.8%
Value ($000) $2,333 Shares 46,672 Est. Cost $26.47 Unrealized +5.0%
DIS Walt Disney Co. 0.8%
Value ($000) $2,303 Shares 25,868 Est. Cost $62.72 Unrealized +26.5%
United Technologies 0.8%
Value ($000) $2,221 Shares 21,028 Est. Cost $93.28 Unrealized
TAP Molson Coors Brewing Company 0.7%
Value ($000) $2,083 Shares 27,976 Est. Cost $40.05 Unrealized +38.3%
FMX Fomento Economico Mexicano 0.7%
Value ($000) $2,078 Shares 22,577 Est. Cost $103.07 Unrealized
BALL Ball Corp 0.7%
Value ($000) $2,068 Shares 32,693 Est. Cost $19.77 Unrealized +43.6%
Powershares High Yld Corp Bond 0.7%
Value ($000) $2,019 Shares 105,966 Est. Cost $19.09 Unrealized
IMO Imperial Oil Ltd. 0.7%
Value ($000) $2,007 Shares 42,494 Est. Cost $30.77 Unrealized +30.2%
RYN Rayonier 0.7%
Value ($000) $1,925 Shares 61,811 Est. Cost $55.39 Unrealized
BK Bank of New York Mellon 0.7%
Value ($000) $1,898 Shares 49,006 Est. Cost $21.72 Unrealized +35.5%
MRK Merck & Co Inc 0.7%
Value ($000) $1,891 Shares 31,895 Est. Cost $30.02 Unrealized +31.2%
JBTM John Bean Technologies 0.6%
Value ($000) $1,818 Shares 64,633 Est. Cost $19.54 Unrealized +39.4%
ITT Corporation 0.6%
Value ($000) $1,808 Shares 40,241 Est. Cost $29.42 Unrealized
IMKTA Ingles Markets, Inc. 0.6%
Value ($000) $1,807 Shares 76,282 Est. Cost $18.48 Unrealized +16.4%
SYK Stryker Corp 0.6%
Value ($000) $1,787 Shares 22,136 Est. Cost $56.92 Unrealized +26.4%
ABT Abbott Laboratories 0.6%
Value ($000) $1,773 Shares 42,624 Est. Cost $28.85 Unrealized +18.3%
KMB Kimberly Clark 0.6%
Value ($000) $1,736 Shares 16,137 Est. Cost $63.20 Unrealized +12.1%
BMY Bristol Myers Squibb 0.6%
Value ($000) $1,722 Shares 33,653 Est. Cost $28.67 Unrealized +19.3%
HAL Halliburton 0.6%
Value ($000) $1,673 Shares 25,940 Est. Cost $41.59 Unrealized +32.7%
RSG Republic Services 0.6%
Value ($000) $1,666 Shares 42,708 Est. Cost $26.64 Unrealized +17.0%
NKE Nike, Inc. 0.6%
Value ($000) $1,657 Shares 18,581 Est. Cost $26.53 Unrealized +29.6%
VPU Vanguard Utilities ETF 0.6%
Value ($000) $1,642 Shares 17,983 Est. Cost $82.20 Unrealized
XOM Exxon Mobil 0.6%
Value ($000) $1,615 Shares 17,177 Est. Cost $53.69 Unrealized +14.6%
Ensco PLC 0.5%
Value ($000) $1,546 Shares 37,433 Est. Cost $58.03 Unrealized
ABBV AbbVie Inc. 0.5%
Value ($000) $1,498 Shares 25,932 Est. Cost $26.55 Unrealized +32.5%
UPS United Parcel Svc 0.5%
Value ($000) $1,452 Shares 14,769 Est. Cost $55.53 Unrealized +19.5%
HON Honeywell Intl. 0.5%
Value ($000) $1,442 Shares 15,481 Est. Cost $56.18 Unrealized +19.4%
GLD Streettracks Gold Shrs 0.5%
Value ($000) $1,408 Shares 12,117 Est. Cost $118.83 Unrealized
UGI UGI Corp 0.5%
Value ($000) $1,370 Shares 40,189 Est. Cost $28.86 Unrealized +17.9%
GPC Genuine Parts 0.5%
Value ($000) $1,368 Shares 15,592 Est. Cost $54.15 Unrealized +15.6%
SON Sonoco Products 0.5%
Value ($000) $1,347 Shares 34,279 Est. Cost $23.08 Unrealized +21.1%
VBR Vanguard Small Cap Value ETF 0.5%
Value ($000) $1,342 Shares 13,456 Est. Cost $94.59 Unrealized
Urstadt Biddle Pptys Inc Cl A 0.5%
Value ($000) $1,339 Shares 65,939 Est. Cost $20.16 Unrealized
VHT Vanguard Health Care ETF 0.5%
Value ($000) $1,334 Shares 11,400 Est. Cost $87.77 Unrealized
IXP iShares Global Telecom Fd 0.5%
Value ($000) $1,316 Shares 20,929 Est. Cost $59.40 Unrealized
WMT Wal-Mart Stores 0.4%
Value ($000) $1,269 Shares 16,593 Est. Cost $19.98 Unrealized +1.6%
PFE Pfizer 0.4%
Value ($000) $1,239 Shares 41,915 Est. Cost $16.51 Unrealized +5.7%
Yahoo! Inc. 0.4%
Value ($000) $1,236 Shares 30,328 Est. Cost $25.89 Unrealized
Vectren Corp 0.4%
Value ($000) $1,236 Shares 30,973 Est. Cost $34.65 Unrealized
AXP American Express 0.4%
Value ($000) $1,234 Shares 14,095 Est. Cost $59.62 Unrealized +28.3%
DXJ WisdomTree Japan Hedged Equity 0.4%
Value ($000) $1,222 Shares 23,350 Est. Cost $45.63 Unrealized
BNS Bank of Nova Scotia 0.4%
Value ($000) $1,216 Shares 19,658 Est. Cost $30.41 Unrealized +23.4%
ACWV iShares MSCI All Country World 0.4%
Value ($000) $1,208 Shares 18,110 Est. Cost $66.75 Unrealized
Multi Color Corp. 0.4%
Value ($000) $1,196 Shares 26,301 Est. Cost $30.34 Unrealized
PG Procter & Gamble 0.4%
Value ($000) $1,155 Shares 13,787 Est. Cost $55.26 Unrealized +8.1%
PPL PPL Corp. 0.4%
Value ($000) $1,136 Shares 34,583 Est. Cost $16.36 Unrealized +14.8%
CMCSA Comcast Corporation 0.4%
Value ($000) $1,109 Shares 20,617 Est. Cost $16.14 Unrealized +31.2%
SNY Sanofi-Aventis Sponsored Adr 0.4%
Value ($000) $1,038 Shares 18,390 Est. Cost $53.78 Unrealized
AGL Resources 0.3%
Value ($000) $996 Shares 19,409 Est. Cost $43.24 Unrealized
SPY S & P 500 Index Fund 0.3%
Value ($000) $973 Shares 4,938 Est. Cost $160.99 Unrealized
Urstadt Biddle Pptys 0.3%
Value ($000) $971 Shares 56,464 Est. Cost $18.20 Unrealized
URS Corporation 0.3%
Value ($000) $968 Shares 16,805 Est. Cost $47.29 Unrealized
Northwest Natural Gas 0.3%
Value ($000) $956 Shares 22,632 Est. Cost $43.61 Unrealized
KO Coca-Cola Company 0.3%
Value ($000) $883 Shares 20,692 Est. Cost $27.85 Unrealized +3.6%
Northeast Utilities 0.3%
Value ($000) $877 Shares 19,804 Est. Cost $42.03 Unrealized
COST Costco Wholesale 0.3%
Value ($000) $862 Shares 6,880 Est. Cost $86.87 Unrealized +11.8%
WHR Whirlpool Corp 0.3%
Value ($000) $853 Shares 5,855 Est. Cost $130.77 Unrealized +13.0%
HMC Honda Motors 0.3%
Value ($000) $803 Shares 23,420 Est. Cost $37.36 Unrealized
Royal Dutch Shell Cl B 0.3%
Value ($000) $802 Shares 10,140 Est. Cost $66.26 Unrealized
BRX Brixmor Property Group Inc. 0.3%
Value ($000) $800 Shares 35,925 Est. Cost $22.31 Unrealized
FDX Fedex Corp 0.3%
Value ($000) $775 Shares 4,800 Est. Cost $83.23 Unrealized +55.1%
WY Weyerhaeuser 0.3%
Value ($000) $764 Shares 23,974 Est. Cost $19.29 Unrealized +9.1%
XTN SPDR S&P Transport ETF 0.3%
Value ($000) $753 Shares 8,080 Est. Cost $93.76 Unrealized
SBUX Starbucks 0.3%
Value ($000) $729 Shares 9,657 Est. Cost $24.43 Unrealized +26.3%
D Dominion Resources 0.3%
Value ($000) $724 Shares 10,477 Est. Cost $34.60 Unrealized +23.2%
NWPX Northwest Pipe 0.2%
Value ($000) $705 Shares 20,687 Est. Cost $27.84 Unrealized +32.1%
AAPL Apple Computer 0.2%
Value ($000) $703 Shares 6,981 Est. Cost $18.66 Unrealized +15.9%
CLX Clorox Company 0.2%
Value ($000) $696 Shares 7,251 Est. Cost $60.00 Unrealized +9.4%
RYAM Rayonier Advanced Materials In 0.2%
Value ($000) $674 Shares 20,476 Est. Cost $38.47 Unrealized -8.8%
Twenty-First Century Fox, Cl B 0.2%
Value ($000) $660 Shares 19,800 Est. Cost $33.39 Unrealized
WM Waste Management 0.2%
Value ($000) $657 Shares 13,829 Est. Cost $30.75 Unrealized +18.5%
SEB Seaboard Corp. 0.2%
Value ($000) $653 Shares 244 Est. Cost $2682.26 Unrealized +4.6%
Raytheon 0.2%
Value ($000) $650 Shares 6,395 Est. Cost $66.56 Unrealized
ARI Apollo Commercial Real Estate 0.2%
Value ($000) $650 Shares 41,350 Est. Cost $15.86 Unrealized
JPM J P Morgan Chase 0.2%
Value ($000) $645 Shares 10,705 Est. Cost $37.85 Unrealized +14.0%
MATX Matson Navigation Co. 0.2%
Value ($000) $631 Shares 25,197 Est. Cost $19.30 Unrealized +14.6%
F Ford Motor 0.2%
Value ($000) $629 Shares 42,531 Est. Cost $8.42 Unrealized +11.5%
HD Home Depot 0.2%
Value ($000) $628 Shares 6,846 Est. Cost $56.05 Unrealized +17.3%
HP Helmerich & Payne 0.2%
Value ($000) $626 Shares 6,400 Est. Cost $62.44 Unrealized +70.2%
WFC Wells Fargo & Co 0.2%
Value ($000) $595 Shares 11,473 Est. Cost $28.12 Unrealized +33.0%
Google Inc Cl A 0.2%
Value ($000) $591 Shares 1,004 Est. Cost $846.18 Unrealized
Urstadt Biddle Pptys Inc Pfd S 0.2%
Value ($000) $577 Shares 22,400 Est. Cost $25.68 Unrealized
DE Deere & Company 0.2%
Value ($000) $562 Shares 6,858 Est. Cost $68.14 Unrealized +1.8%
ITIC Investors Title 0.2%
Value ($000) $560 Shares 7,650 Est. Cost $70.48 Unrealized +0.5%
ALEX Alexander & Baldwin 0.2%
Value ($000) $557 Shares 15,489 Est. Cost $39.76 Unrealized
NYT New York Times 0.2%
Value ($000) $532 Shares 47,414 Est. Cost $8.92 Unrealized +29.6%
ADM Archer Daniels Midland 0.2%
Value ($000) $529 Shares 10,355 Est. Cost $23.37 Unrealized +50.9%
Google Inc Class C 0.2%
Value ($000) $523 Shares 906 Est. Cost $575.76 Unrealized
CNI Canadian Natl Ry Co 0.2%
Value ($000) $517 Shares 7,282 Est. Cost $42.50 Unrealized +32.8%
POR Portland Gen Elec Co 0.2%
Value ($000) $515 Shares 16,040 Est. Cost $19.72 Unrealized +11.2%
IEZ iShares DJ US Oil Equip & Svcs 0.2%
Value ($000) $505 Shares 7,610 Est. Cost $56.75 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $497 Shares 2,750 Est. Cost $180.73 Unrealized
HUM Humana Inc. 0.2%
Value ($000) $493 Shares 3,782 Est. Cost $71.14 Unrealized +63.2%
ADP Automatic Data Processing 0.2%
Value ($000) $490 Shares 5,900 Est. Cost $45.09 Unrealized +24.8%
WSR Whitestone Reit 0.2%
Value ($000) $475 Shares 34,050 Est. Cost $15.67 Unrealized
Vodafone Group PLC 0.2%
Value ($000) $466 Shares 14,181 Est. Cost $28.89 Unrealized
MCS Marcus Corp 0.2%
Value ($000) $464 Shares 29,350 Est. Cost $12.84 Unrealized +40.8%
MMM 3M Company 0.2%
Value ($000) $459 Shares 3,238 Est. Cost $61.65 Unrealized +35.4%
VNQ Vanguard REIT Index ETF 0.2%
Value ($000) $453 Shares 6,310 Est. Cost $71.79 Unrealized
NSC Norfolk Southern Crp 0.2%
Value ($000) $444 Shares 3,980 Est. Cost $57.67 Unrealized +43.2%
BP BP p.l.c. 0.2%
Value ($000) $444 Shares 10,100 Est. Cost $41.99 Unrealized
BA Boeing 0.2%
Value ($000) $444 Shares 3,487 Est. Cost $84.99 Unrealized +28.6%
MDU MDU Resources Group Inc. 0.2%
Value ($000) $438 Shares 15,765 Est. Cost $6.61 Unrealized +26.8%
Unilever PLC 0.1%
Value ($000) $425 Shares 10,154 Est. Cost $40.46 Unrealized
Seacorp Hldgs Inc 0.1%
Value ($000) $423 Shares 5,651 Est. Cost $83.06 Unrealized
Precision Castparts 0.1%
Value ($000) $417 Shares 1,762 Est. Cost $225.88 Unrealized
PCH Potlatch Corp 0.1%
Value ($000) $414 Shares 10,301 Est. Cost $40.41 Unrealized
MFRI Inc. 0.1%
Value ($000) $414 Shares 43,618 Est. Cost $11.37 Unrealized
GM General Motors 0.1%
Value ($000) $410 Shares 12,850 Est. Cost $23.89 Unrealized +10.9%
IBM International Business Machine 0.1%
Value ($000) $410 Shares 2,161 Est. Cost $118.94 Unrealized -3.9%
Laboratory Corp of America Hol 0.1%
Value ($000) $407 Shares 4,000 Est. Cost $99.61 Unrealized
Hersha Hospitality 0.1%
Value ($000) $404 Shares 63,500 Est. Cost $6.17 Unrealized
National Oilwell 0.1%
Value ($000) $403 Shares 5,300 Est. Cost $70.37 Unrealized
General Electric 0.1%
Value ($000) $399 Shares 15,568 Est. Cost $23.35 Unrealized
MPC Marathon Petroleum Corp 0.1%
Value ($000) $394 Shares 4,650 Est. Cost $27.55 Unrealized +9.1%
Coca Cola Enterprises Inc 0.1%
Value ($000) $392 Shares 8,845 Est. Cost $36.39 Unrealized
AVA Avista Corp. 0.1%
Value ($000) $392 Shares 12,850 Est. Cost $19.22 Unrealized +4.9%
MRTN MartenTransport Ltd. 0.1%
Value ($000) $391 Shares 21,940 Est. Cost $4.86 Unrealized +37.0%
Pebblebrook Hotel Pfd Ser B 0.1%
Value ($000) $358 Shares 13,500 Est. Cost $26.19 Unrealized
Anadarko Pete Corp 0.1%
Value ($000) $358 Shares 3,525 Est. Cost $87.83 Unrealized
Scana Corp New 0.1%
Value ($000) $352 Shares 7,105 Est. Cost $49.08 Unrealized
VFC V F Corp 0.1%
Value ($000) $350 Shares 5,300 Est. Cost $49.70 Unrealized +20.4%
EWY iShares MSCI South Korea Index 0.1%
Value ($000) $348 Shares 5,750 Est. Cost $54.47 Unrealized
CVE Cenovus Energy Inc Com Npv 0.1%
Value ($000) $341 Shares 12,671 Est. Cost $22.39 Unrealized +7.7%
SLB Schlumberger Limited 0.1%
Value ($000) $330 Shares 3,245 Est. Cost $60.11 Unrealized +32.2%
XYL Xylem Inc 0.1%
Value ($000) $325 Shares 9,148 Est. Cost $23.44 Unrealized +37.1%
Ingram Micro Inc 0.1%
Value ($000) $320 Shares 12,400 Est. Cost $18.99 Unrealized
MDLZ Mondelez International Inc. 0.1%
Value ($000) $320 Shares 9,338 Est. Cost $23.28 Unrealized +21.6%
Cooper International Corp. 0.1%
Value ($000) $317 Shares 4,778 Est. Cost $61.18 Unrealized
T AT&T 0.1%
Value ($000) $316 Shares 8,973 Est. Cost $11.42 Unrealized +4.2%
Einstein Noah Restaurant 0.1%
Value ($000) $311 Shares 15,450 Est. Cost $14.40 Unrealized
Hubbell Inc Cl A 0.1%
Value ($000) $310 Shares 2,500 Est. Cost $90.00 Unrealized
VGK Vanguard European ETF 0.1%
Value ($000) $308 Shares 5,570 Est. Cost $54.55 Unrealized
St Jude Medical Inc 0.1%
Value ($000) $301 Shares 5,000 Est. Cost $67.43 Unrealized
CPB Campbell Soup Company 0.1%
Value ($000) $300 Shares 7,032 Est. Cost $30.81 Unrealized -0.0%
SJM JM Smucker 0.1%
Value ($000) $299 Shares 3,025 Est. Cost $70.84 Unrealized +3.7%
Marathon Oil Corp 0.1%
Value ($000) $297 Shares 7,900 Est. Cost $34.59 Unrealized
NBTB NBT Bancorp Inc 0.1%
Value ($000) $293 Shares 13,000 Est. Cost $20.54 Unrealized +15.3%
IWS iShares Russell Midcap Value I 0.1%
Value ($000) $292 Shares 4,164 Est. Cost $72.53 Unrealized
ABM ABM Industries 0.1%
Value ($000) $290 Shares 11,300 Est. Cost $19.73 Unrealized +5.7%
Fourstar Group 0.1%
Value ($000) $288 Shares 16,250 Est. Cost $20.14 Unrealized
OKE Oneok Inc 0.1%
Value ($000) $275 Shares 4,200 Est. Cost $19.74 Unrealized +69.2%
SO Southern Co 0.1%
Value ($000) $275 Shares 6,299 Est. Cost $26.74 Unrealized +1.4%
UNH Unitedhealth Group 0.1%
Value ($000) $271 Shares 3,140 Est. Cost $54.34 Unrealized +29.4%
BR Broadridge Financial Solutions 0.1%
Value ($000) $271 Shares 6,500 Est. Cost $20.36 Unrealized +66.4%
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $264 Shares 3,300 Est. Cost $80.00 Unrealized
Exelis Inc 0.1%
Value ($000) $260 Shares 15,723 Est. Cost $13.90 Unrealized
Fiserv Inc 0.1%
Value ($000) $259 Shares 4,000 Est. Cost $72.13 Unrealized
Mine Safety Appliances 0.1%
Value ($000) $247 Shares 5,000 Est. Cost $46.57 Unrealized
DOV Dover Corp 0.1%
Value ($000) $245 Shares 3,054 Est. Cost $39.99 Unrealized +43.6%
Urstadt Biddle Ppty Pfd D 0.1%
Value ($000) $243 Shares 9,557 Est. Cost $25.42 Unrealized
BCE BCE 0.1%
Value ($000) $239 Shares 5,600 Est. Cost $22.18 Unrealized +4.3%
Aberdeen Asia-Pacific Income 0.1%
Value ($000) $239 Shares 40,537 Est. Cost $6.20 Unrealized
VYX NCR 0.1%
Value ($000) $236 Shares 7,050 Est. Cost $22.07 Unrealized -8.1%
EWG iShares Msci Germany Index Fd 0.1%
Value ($000) $234 Shares 8,436 Est. Cost $24.74 Unrealized
iShares Taiwan Index Fd 0.1%
Value ($000) $232 Shares 15,201 Est. Cost $13.28 Unrealized
ALK Alaska Air Group 0.1%
Value ($000) $218 Shares 5,000 Est. Cost $34.49 Unrealized +22.5%
DEO Diageo PLC 0.1%
Value ($000) $218 Shares 1,885 Est. Cost $119.44 Unrealized
Statoil Hydro Asa Adr 0.1%
Value ($000) $215 Shares 7,900 Est. Cost $20.70 Unrealized
TRV Travelers Cos Inc 0.1%
Value ($000) $211 Shares 2,245 Est. Cost $63.44 Unrealized +14.3%
Conoco Phillips 0.1%
Value ($000) $209 Shares 2,730 Est. Cost $61.43 Unrealized
BAC Bank of America 0.1%
Value ($000) $207 Shares 12,118 Est. Cost $10.03 Unrealized +25.4%
IWR iShares Russell Midcap Index 0.1%
Value ($000) $206 Shares 1,303 Est. Cost $162.70 Unrealized
RUSHB Rush Enterprises Cl B 0.1%
Value ($000) $199 Shares 6,774 Est. Cost $8.52 Unrealized +45.6%
EWH iShares Hong Kong Index Fd 0.1%
Value ($000) $198 Shares 9,725 Est. Cost $18.30 Unrealized
NEE NextEra Energy Inc New 0.1%
Value ($000) $196 Shares 2,088 Est. Cost $14.15 Unrealized +26.7%
AmREIT, Inc. 0.1%
Value ($000) $195 Shares 8,500 Est. Cost $18.29 Unrealized
Duke Energy 0.1%
Value ($000) $194 Shares 2,588 Est. Cost $67.98 Unrealized
EQR Equity Residential 0.1%
Value ($000) $191 Shares 3,100 Est. Cost $31.71 Unrealized +16.5%
Kraft Foods Group 0.1%
Value ($000) $190 Shares 3,367 Est. Cost $55.84 Unrealized
VEU Vanguard FTSE All World exUS E 0.1%
Value ($000) $184 Shares 3,746 Est. Cost $45.11 Unrealized
META Facebook Inc 0.1%
Value ($000) $182 Shares 2,300 Est. Cost $37.88 Unrealized +92.3%
AMGN Amgen Inc 0.1%
Value ($000) $181 Shares 1,287 Est. Cost $74.02 Unrealized +27.7%
Kellogg 0.1%
Value ($000) $179 Shares 2,900 Est. Cost $38.95 Unrealized +4.0%
Hospira Inc 0.1%
Value ($000) $177 Shares 3,400 Est. Cost $38.24 Unrealized
DVN Devon Energy Corp 0.1%
Value ($000) $177 Shares 2,600 Est. Cost $37.54 Unrealized +34.0%
BAX Baxter International 0.1%
Value ($000) $176 Shares 2,455 Est. Cost $30.48 Unrealized +9.7%
M Macy's Inc 0.1%
Value ($000) $175 Shares 3,000 Est. Cost $46.44 Unrealized +27.7%
WMB Williams Companies, Inc. 0.1%
Value ($000) $174 Shares 3,136 Est. Cost $18.11 Unrealized +66.9%
ACN Accenture 0.1%
Value ($000) $172 Shares 2,117 Est. Cost $63.81 Unrealized +3.6%
Shiloh Industries Inc. 0.1%
Value ($000) $170 Shares 10,000 Est. Cost $17.56 Unrealized
IWD iShares Russell 1000 Value Ind 0.1%
Value ($000) $170 Shares 1,694 Est. Cost $101.53 Unrealized
HAS Hasbro 0.1%
Value ($000) $170 Shares 3,100 Est. Cost $30.22 Unrealized +20.2%
Era Group Inc. 0.1%
Value ($000) $168 Shares 7,741 Est. Cost $26.19 Unrealized
LBTYAUSD Liberty Global Inc. 0.1%
Value ($000) $166 Shares 3,900 Est. Cost $73.48 Unrealized
Encana 0.1%
Value ($000) $164 Shares 7,732 Est. Cost $16.91 Unrealized
LUV Southwest Air 0.1%
Value ($000) $162 Shares 4,800 Est. Cost $15.26 Unrealized +76.3%
Altria Group 0.1%
Value ($000) $162 Shares 3,533 Est. Cost $34.99 Unrealized
Aetna Inc 0.1%
Value ($000) $162 Shares 2,000 Est. Cost $63.62 Unrealized
Trustco Bk Corp Ny 0.1%
Value ($000) $161 Shares 25,000 Est. Cost $5.44 Unrealized
V Visa Inc 0.1%
Value ($000) $160 Shares 752 Est. Cost $40.61 Unrealized +22.2%
Liberty Global Inc Com Ser C 0.1%
Value ($000) $160 Shares 3,900 Est. Cost $40.69 Unrealized
Anheuser-Busch InBev 0.1%
Value ($000) $150 Shares 1,350 Est. Cost $92.84 Unrealized
Ingersoll-Rand Plc Shs 0.0%
Value ($000) $144 Shares 2,550 Est. Cost $55.53 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $143 Shares 3,000 Est. Cost $25.31 Unrealized +38.8%
PM Philip Morris Intl 0.0%
Value ($000) $141 Shares 1,695 Est. Cost $49.85 Unrealized -3.9%
ZBH Zimmer Holdings 0.0%
Value ($000) $139 Shares 1,380 Est. Cost $67.30 Unrealized +33.1%
Canadian Currency Tst 0.0%
Value ($000) $138 Shares 1,550 Est. Cost $94.51 Unrealized
GlaxoSmithKline Plc Adr 0.0%
Value ($000) $138 Shares 3,000 Est. Cost $50.00 Unrealized
Health Care Property 0.0%
Value ($000) $137 Shares 3,447 Est. Cost $45.35 Unrealized
TKR Timken Co 0.0%
Value ($000) $136 Shares 3,200 Est. Cost $39.57 Unrealized +16.3%
Pimco Dynamic Credit Income Fu 0.0%
Value ($000) $135 Shares 6,000 Est. Cost $23.69 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $134 Shares 1,347 Est. Cost $98.74 Unrealized
ELME Washington Real Estate Inv Tru 0.0%
Value ($000) $131 Shares 5,150 Est. Cost $26.64 Unrealized
MCD McDonalds 0.0%
Value ($000) $128 Shares 1,349 Est. Cost $71.43 Unrealized -0.3%
ETFS Physical Platinum Shares 0.0%
Value ($000) $126 Shares 1,000 Est. Cost $130.87 Unrealized
NTT Docomo Inc. ADR 0.0%
Value ($000) $124 Shares 7,400 Est. Cost $15.68 Unrealized
Plains GP Holdings, LP 0.0%
Value ($000) $123 Shares 4,000 Est. Cost $28.00 Unrealized
SM Energy Corp 0.0%
Value ($000) $121 Shares 1,550 Est. Cost $60.00 Unrealized
IWB iShares Russell 1000 0.0%
Value ($000) $120 Shares 1,096 Est. Cost $110.40 Unrealized
Express Scripts Holding Co. 0.0%
Value ($000) $120 Shares 1,705 Est. Cost $70.19 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $117 Shares 1,150 Est. Cost $92.35 Unrealized
VNQI Vanguard Global ex-US Real Est 0.0%
Value ($000) $116 Shares 2,124 Est. Cost $54.61 Unrealized
HSY Hershey Co 0.0%
Value ($000) $115 Shares 1,200 Est. Cost $65.69 Unrealized +7.5%
PSX Phillips 66 0.0%
Value ($000) $113 Shares 1,385 Est. Cost $54.20 Unrealized +1.7%
PowerShares QQQ 0.0%
Value ($000) $111 Shares 1,121 Est. Cost $93.67 Unrealized
Canadian Pacific Railway 0.0%
Value ($000) $110 Shares 529 Est. Cost $207.94 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $110 Shares 2,300 Est. Cost $23.28 Unrealized +13.4%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $109 Shares 1,460 Est. Cost $70.34 Unrealized
EWL iShares Inc Msci Switzerland I 0.0%
Value ($000) $107 Shares 3,300 Est. Cost $28.60 Unrealized
FE Firstenergy Corp 0.0%
Value ($000) $107 Shares 3,200 Est. Cost $19.25 Unrealized +7.0%
EOG EOG Resources 0.0%
Value ($000) $103 Shares 1,044 Est. Cost $70.74 Unrealized +12.1%
New Media Investment Group Inc 0.0%
Value ($000) $100 Shares 6,037 Est. Cost $14.99 Unrealized