Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 9, 2016

Total Value ($000): $1,241,759 (100.0% shares, 0.0% debt)

Holdings (261)

BSX Boston Scientific Corp 39.5%
Value ($000) $490,376 Shares 26,069,966 Est. Cost $9.82 Unrealized +79.0%
Boston Scientific Corp Restric 10.9%
Value ($000) $135,935 Shares 7,226,725 Est. Cost $11.67 Unrealized
EPD Enterprise Products Partners L 2.1%
Value ($000) $26,005 Shares 1,056,263 Est. Cost $46.41 Unrealized
Magellan Midstream Partners LP 2.0%
Value ($000) $25,151 Shares 365,569 Est. Cost $63.13 Unrealized
LLY Eli Lilly & Co 1.7%
Value ($000) $21,669 Shares 300,920 Est. Cost $44.42 Unrealized +44.0%
Verizon Communications Inc 1.7%
Value ($000) $20,522 Shares 379,468 Est. Cost $49.43 Unrealized
AT&T Inc 1.4%
Value ($000) $17,486 Shares 446,414 Est. Cost $35.13 Unrealized
AEP American Electric Power Inc 1.4%
Value ($000) $16,954 Shares 255,333 Est. Cost $31.82 Unrealized +37.2%
NextEra Energy Inc 1.4%
Value ($000) $16,944 Shares 143,179 Est. Cost $85.51 Unrealized
Buckeye Partners LP 1.2%
Value ($000) $14,819 Shares 218,118 Est. Cost $72.10 Unrealized
BA Boeing Co 1.2%
Value ($000) $14,291 Shares 112,579 Est. Cost $99.74 Unrealized +12.2%
Enbridge Energy Management LLC 1.1%
Value ($000) $13,501 Shares 752,142 Est. Cost $31.51 Unrealized
Paypal Holdings Inc 1.0%
Value ($000) $12,769 Shares 330,800 Est. Cost $31.04 Unrealized
ProShares Trust Short S&P 500 0.9%
Value ($000) $11,480 Shares 562,481 Est. Cost $29.69 Unrealized
PPL Corp 0.9%
Value ($000) $10,872 Shares 285,573 Est. Cost $31.08 Unrealized
BMY Bristol-Myers Squibb Co 0.9%
Value ($000) $10,856 Shares 169,948 Est. Cost $30.06 Unrealized +49.0%
Reynolds American Inc 0.9%
Value ($000) $10,851 Shares 215,682 Est. Cost $53.80 Unrealized
Duke Energy Corp 0.8%
Value ($000) $9,836 Shares 121,908 Est. Cost $69.53 Unrealized
General Electric Company 0.7%
Value ($000) $8,991 Shares 282,827 Est. Cost $23.60 Unrealized
Altria Group Inc 0.7%
Value ($000) $8,914 Shares 142,261 Est. Cost $38.64 Unrealized
WY Weyerhaeuser Co 0.7%
Value ($000) $8,671 Shares 279,888 Est. Cost $18.21 Unrealized -0.4%
CVX Chevron Corp 0.7%
Value ($000) $8,505 Shares 89,149 Est. Cost $70.08 Unrealized -18.1%
Southern Copper Corp 0.7%
Value ($000) $8,348 Shares 301,255 Est. Cost $27.81 Unrealized
TC Pipelines LP 0.7%
Value ($000) $8,343 Shares 173,028 Est. Cost $54.62 Unrealized
PEG Public Service Enterprise Grou 0.6%
Value ($000) $7,897 Shares 167,520 Est. Cost $22.92 Unrealized +31.6%
PM Philip Morris Intl Inc 0.6%
Value ($000) $7,556 Shares 77,014 Est. Cost $49.34 Unrealized +13.2%
United States Oil Fund LP 0.5%
Value ($000) $6,467 Shares 666,750 Est. Cost $16.86 Unrealized
Holly Energy Partners LP 0.5%
Value ($000) $6,177 Shares 182,597 Est. Cost $37.08 Unrealized
USB US Bancorp Del 0.5%
Value ($000) $5,885 Shares 144,983 Est. Cost $23.38 Unrealized +18.9%
Valero Energy Corp 0.5%
Value ($000) $5,699 Shares 88,845 Est. Cost $46.49 Unrealized
BP BP Plc Sp ADR 0.5%
Value ($000) $5,601 Shares 185,597 Est. Cost $39.67 Unrealized
Walgreens Boots Alliance Inc 0.4%
Value ($000) $5,583 Shares 66,277 Est. Cost $76.44 Unrealized
Spectra Energy Partners LP 0.4%
Value ($000) $5,526 Shares 114,832 Est. Cost $47.73 Unrealized
PAA Plains All American Pipeline L 0.4%
Value ($000) $5,369 Shares 256,009 Est. Cost $50.69 Unrealized
ProShares UltraShort S&P 500 0.4%
Value ($000) $5,238 Shares 276,427 Est. Cost $40.85 Unrealized
ConocoPhillips 0.4%
Value ($000) $5,236 Shares 130,020 Est. Cost $61.46 Unrealized
Spectra Energy Corp 0.4%
Value ($000) $4,867 Shares 159,063 Est. Cost $34.81 Unrealized
CAT Caterpillar Inc 0.4%
Value ($000) $4,840 Shares 63,229 Est. Cost $67.79 Unrealized -21.7%
IT Gartner Inc 0.4%
Value ($000) $4,515 Shares 50,530 Est. Cost $59.41 Unrealized +42.3%
BCE Inc 0.4%
Value ($000) $4,449 Shares 97,705 Est. Cost $41.45 Unrealized
PSX Phillips 66 0.3%
Value ($000) $4,291 Shares 49,550 Est. Cost $43.18 Unrealized +29.8%
SO Southern Co 0.3%
Value ($000) $4,271 Shares 82,566 Est. Cost $27.45 Unrealized +17.4%
SWK Stanley Black & Decker Inc 0.3%
Value ($000) $4,180 Shares 39,729 Est. Cost $59.02 Unrealized +27.3%
Merck & Co Inc 0.3%
Value ($000) $4,113 Shares 77,736 Est. Cost $48.31 Unrealized
Dow Chemical Company 0.3%
Value ($000) $4,051 Shares 79,651 Est. Cost $42.88 Unrealized
Kinder Morgan Inc 0.3%
Value ($000) $3,891 Shares 217,883 Est. Cost $41.10 Unrealized
AGL Resources Inc 0.3%
Value ($000) $3,850 Shares 59,104 Est. Cost $44.80 Unrealized
Oneok Partners LP 0.3%
Value ($000) $3,783 Shares 120,483 Est. Cost $47.35 Unrealized
MSFT Microsoft Corp 0.3%
Value ($000) $3,488 Shares 63,147 Est. Cost $33.50 Unrealized +37.5%
JPMorgan Chase & Co 0.3%
Value ($000) $3,229 Shares 54,529 Est. Cost $55.76 Unrealized
Alibaba Group Holding Ltd Sp A 0.3%
Value ($000) $3,189 Shares 40,350 Est. Cost $103.94 Unrealized
EMR Emerson Electric Co 0.3%
Value ($000) $3,174 Shares 58,369 Est. Cost $46.06 Unrealized -18.8%
HAL Halliburton Co 0.3%
Value ($000) $3,150 Shares 88,182 Est. Cost $33.93 Unrealized -20.6%
FE FirstEnergy Corp 0.3%
Value ($000) $3,143 Shares 87,372 Est. Cost $23.67 Unrealized -5.8%
CLX Clorox Co 0.3%
Value ($000) $3,127 Shares 24,804 Est. Cost $65.89 Unrealized +45.9%
CAG Conagra Foods Inc 0.3%
Value ($000) $3,125 Shares 70,038 Est. Cost $16.65 Unrealized +37.8%
Royal Dutch Shell PLC Sp ADR A 0.2%
Value ($000) $3,084 Shares 63,661 Est. Cost $62.79 Unrealized
ITC Holdings Corp 0.2%
Value ($000) $3,061 Shares 70,260 Est. Cost $32.20 Unrealized
CL Colgate Palmolive Co 0.2%
Value ($000) $2,973 Shares 42,079 Est. Cost $49.48 Unrealized +6.8%
CPB Campbell Soup Co 0.2%
Value ($000) $2,909 Shares 45,609 Est. Cost $30.73 Unrealized +40.0%
Kimco Realty Corp 0.2%
Value ($000) $2,816 Shares 97,863 Est. Cost $20.68 Unrealized
AMZN Amazon.com Inc 0.2%
Value ($000) $2,810 Shares 4,733 Est. Cost $26.37 Unrealized +7.6%
Energy Transfer Partners LP 0.2%
Value ($000) $2,794 Shares 86,406 Est. Cost $52.40 Unrealized
KMB Kimberly Clark Corp 0.2%
Value ($000) $2,666 Shares 19,821 Est. Cost $71.22 Unrealized +30.3%
PEP PepsiCo Inc 0.2%
Value ($000) $2,616 Shares 25,531 Est. Cost $56.82 Unrealized +28.9%
EWL iShares Inc MSCI Switzerland 0.2%
Value ($000) $2,546 Shares 85,623 Est. Cost $33.01 Unrealized
Exxon Mobil Corp 0.2%
Value ($000) $2,515 Shares 30,089 Est. Cost $88.86 Unrealized
GIS General Mills Inc 0.2%
Value ($000) $2,487 Shares 39,264 Est. Cost $35.54 Unrealized +15.9%
Welltower Inc 0.2%
Value ($000) $2,482 Shares 35,801 Est. Cost $67.75 Unrealized
KO Coca-Cola Co 0.2%
Value ($000) $2,424 Shares 52,262 Est. Cost $27.80 Unrealized +14.5%
DE Deere & Co 0.2%
Value ($000) $2,415 Shares 31,373 Est. Cost $69.59 Unrealized -4.7%
Nabors Industries Ltd 0.2%
Value ($000) $2,411 Shares 262,041 Est. Cost $13.67 Unrealized
PAYX Paychex Inc 0.2%
Value ($000) $2,385 Shares 44,160 Est. Cost $29.48 Unrealized +27.1%
MS Morgan Stanley 0.2%
Value ($000) $2,340 Shares 93,565 Est. Cost $23.10 Unrealized -16.4%
AAPL Apple Inc 0.2%
Value ($000) $2,323 Shares 21,315 Est. Cost $18.19 Unrealized +24.0%
Bard C R Inc 0.2%
Value ($000) $2,322 Shares 11,457 Est. Cost $115.18 Unrealized
Goldman Sachs Group Inc 0.2%
Value ($000) $2,163 Shares 13,779 Est. Cost $165.30 Unrealized
Costco Wholesale Corp 0.2%
Value ($000) $2,124 Shares 13,476 Est. Cost $115.88 Unrealized
RYN Rayonier Inc 0.2%
Value ($000) $2,120 Shares 85,889 Est. Cost $51.85 Unrealized
Duke Realty Corp 0.2%
Value ($000) $2,065 Shares 91,596 Est. Cost $16.10 Unrealized
NNN National Retail Properties Inc 0.2%
Value ($000) $2,045 Shares 44,271 Est. Cost $34.91 Unrealized
United States Natl Gas Fund LP 0.2%
Value ($000) $1,971 Shares 295,900 Est. Cost $13.58 Unrealized
GPC Genuine Parts Co 0.2%
Value ($000) $1,969 Shares 19,813 Est. Cost $61.81 Unrealized +7.8%
CINF Cincinnati Financial Corp 0.2%
Value ($000) $1,947 Shares 29,792 Est. Cost $34.31 Unrealized +35.9%
PFE Pfizer Inc 0.2%
Value ($000) $1,925 Shares 64,961 Est. Cost $16.50 Unrealized +13.2%
Westpac Banking Corp Sp ADR 0.1%
Value ($000) $1,820 Shares 78,224 Est. Cost $30.02 Unrealized
BNS Bank Nova Scotia Halifax 0.1%
Value ($000) $1,794 Shares 36,707 Est. Cost $31.25 Unrealized -18.4%
PG Procter & Gamble Co 0.1%
Value ($000) $1,791 Shares 21,755 Est. Cost $57.98 Unrealized +6.3%
DIS Disney Walt Co Disney 0.1%
Value ($000) $1,764 Shares 17,763 Est. Cost $57.93 Unrealized +53.6%
Accenture Ltd Bermuda Cl A 0.1%
Value ($000) $1,762 Shares 15,271 Est. Cost $73.67 Unrealized
BAC Bank of America Corporation 0.1%
Value ($000) $1,736 Shares 128,403 Est. Cost $11.57 Unrealized -6.2%
United Technologies Corp 0.1%
Value ($000) $1,707 Shares 17,049 Est. Cost $100.96 Unrealized
Unilever PLC Sp ADR 0.1%
Value ($000) $1,667 Shares 36,896 Est. Cost $43.21 Unrealized
Columbia Pipeline Group Inc 0.1%
Value ($000) $1,624 Shares 64,699 Est. Cost $18.29 Unrealized
CVS CVS Health Corporation 0.1%
Value ($000) $1,559 Shares 15,030 Est. Cost $42.64 Unrealized +69.8%
NiSource Inc 0.1%
Value ($000) $1,540 Shares 65,362 Est. Cost $32.21 Unrealized
AJG Gallagher Arthur J & Co 0.1%
Value ($000) $1,529 Shares 34,385 Est. Cost $34.08 Unrealized -1.0%
TransCanada Corp 0.1%
Value ($000) $1,523 Shares 38,747 Est. Cost $31.59 Unrealized
CRH PLC ADR 0.1%
Value ($000) $1,505 Shares 53,420 Est. Cost $25.32 Unrealized
TRIP TripAdvisor Inc 0.1%
Value ($000) $1,493 Shares 22,450 Est. Cost $58.87 Unrealized 0.0%
IBM International Business Machine 0.1%
Value ($000) $1,492 Shares 9,851 Est. Cost $111.71 Unrealized -24.7%
ORANY Orange Sp ADR 0.1%
Value ($000) $1,429 Shares 82,241 Est. Cost $16.21 Unrealized
Johnson Controls Inc 0.1%
Value ($000) $1,420 Shares 36,426 Est. Cost $48.25 Unrealized
HON Honeywell Intl Inc 0.1%
Value ($000) $1,394 Shares 12,439 Est. Cost $72.99 Unrealized +4.6%
BT Group PLC ADR 0.1%
Value ($000) $1,369 Shares 42,683 Est. Cost $49.13 Unrealized
Cormedix Inc 0.1%
Value ($000) $1,354 Shares 511,077 Est. Cost $9.84 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $1,342 Shares 17,712 Est. Cost $38.67 Unrealized +52.3%
NDAQ Nasdaq Inc Com 0.1%
Value ($000) $1,328 Shares 20,003 Est. Cost $9.19 Unrealized +91.0%
MPLX LP 0.1%
Value ($000) $1,295 Shares 43,607 Est. Cost $39.34 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $1,284 Shares 16,136 Est. Cost $66.96 Unrealized -7.4%
RCI Rogers Communications Inc Cl B 0.1%
Value ($000) $1,281 Shares 32,003 Est. Cost $36.05 Unrealized +0.4%
Smith & Nephew PLC Sp ADR 0.1%
Value ($000) $1,269 Shares 38,100 Est. Cost $35.31 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $1,263 Shares 18,441 Est. Cost $20.24 Unrealized -9.5%
MAS Masco Corp 0.1%
Value ($000) $1,245 Shares 39,577 Est. Cost $15.56 Unrealized +52.9%
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $1,221 Shares 30,122 Est. Cost $43.42 Unrealized
KEY KeyCorp 0.1%
Value ($000) $1,220 Shares 110,503 Est. Cost $7.19 Unrealized +3.4%
WisdomTree Inv Inc 0.1%
Value ($000) $1,143 Shares 100,000 Est. Cost $11.38 Unrealized
AZN AstraZeneca PLC Sp ADR 0.1%
Value ($000) $1,126 Shares 39,973 Est. Cost $46.74 Unrealized
Columbia Pipeline Partners LP 0.1%
Value ($000) $1,121 Shares 76,800 Est. Cost $13.08 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $1,103 Shares 16,366 Est. Cost $38.56 Unrealized +31.0%
Comcast Corp Cl A 0.1%
Value ($000) $1,093 Shares 17,890 Est. Cost $56.41 Unrealized
SLB Schlumberger Ltd 0.1%
Value ($000) $1,075 Shares 14,570 Est. Cost $56.93 Unrealized -6.7%
Nord Anglia Education Inc 0.1%
Value ($000) $1,044 Shares 50,000 Est. Cost $17.00 Unrealized
HCP Inc 0.1%
Value ($000) $1,027 Shares 31,514 Est. Cost $44.31 Unrealized
INTC Intel Corp 0.1%
Value ($000) $1,017 Shares 31,430 Est. Cost $18.04 Unrealized +35.2%
Royal Dutch Shell PLC Sp ADR B 0.1%
Value ($000) $973 Shares 19,789 Est. Cost $62.23 Unrealized
Advisory Board Co 0.1%
Value ($000) $967 Shares 30,000 Est. Cost $54.63 Unrealized
IAC/InterActiveCorp 0.1%
Value ($000) $960 Shares 20,395 Est. Cost $54.65 Unrealized
HSBC HSBC Holdings PLC Sp ADR 0.1%
Value ($000) $932 Shares 29,960 Est. Cost $43.32 Unrealized
The ADT Corporation 0.1%
Value ($000) $915 Shares 22,171 Est. Cost $39.69 Unrealized
OXY Occidental Petroleum Corp 0.1%
Value ($000) $905 Shares 13,220 Est. Cost $57.49 Unrealized -12.4%
Tyco Intl PLC 0.1%
Value ($000) $898 Shares 24,454 Est. Cost $43.80 Unrealized
Franklin Street Properties Cor 0.1%
Value ($000) $875 Shares 82,428 Est. Cost $12.91 Unrealized
Noble Corp PLC USD 0.1%
Value ($000) $860 Shares 83,120 Est. Cost $14.99 Unrealized
National Grid PLC Sp ADR 0.1%
Value ($000) $860 Shares 12,044 Est. Cost $60.58 Unrealized
PSO Pearson PLC Sp ADR 0.1%
Value ($000) $854 Shares 68,068 Est. Cost $19.56 Unrealized
Capital One Financial Corp 0.1%
Value ($000) $846 Shares 12,206 Est. Cost $77.17 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $832 Shares 20,731 Est. Cost $23.79 Unrealized +36.2%
LMT Lockheed Martin Corp 0.1%
Value ($000) $824 Shares 3,721 Est. Cost $71.65 Unrealized +130.6%
MMLP Martin Midstream Partners LP 0.1%
Value ($000) $809 Shares 40,274 Est. Cost $30.82 Unrealized
Barclays PLC ADR 0.1%
Value ($000) $785 Shares 91,041 Est. Cost $14.61 Unrealized
Douglas Emmett Inc 0.1%
Value ($000) $774 Shares 25,696 Est. Cost $25.11 Unrealized
Oracle Corp 0.1%
Value ($000) $763 Shares 18,662 Est. Cost $34.14 Unrealized
Exelon Corp 0.1%
Value ($000) $762 Shares 21,261 Est. Cost $31.84 Unrealized
3M Co 0.1%
Value ($000) $637 Shares 3,820 Est. Cost $109.45 Unrealized
Select Sector SPDR Tr SBI Ener 0.1%
Value ($000) $631 Shares 10,188 Est. Cost $78.83 Unrealized
FLR Fluor Corp 0.1%
Value ($000) $621 Shares 11,570 Est. Cost $57.46 Unrealized -25.3%
HD Home Depot Inc 0.0%
Value ($000) $592 Shares 4,440 Est. Cost $56.30 Unrealized +74.7%
FedEx Corp 0.0%
Value ($000) $575 Shares 3,532 Est. Cost $98.64 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $552 Shares 6,889 Est. Cost $38.27 Unrealized +39.8%
Hess Corp 0.0%
Value ($000) $537 Shares 10,202 Est. Cost $66.46 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $503 Shares 18,551 Est. Cost $7.24 Unrealized +44.6%
Capnia Inc 0.0%
Value ($000) $480 Shares 403,398 Est. Cost $2.73 Unrealized
EQT Corp 0.0%
Value ($000) $477 Shares 7,089 Est. Cost $79.31 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $444 Shares 79,422 Est. Cost $5.92 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $419 Shares 3,868 Est. Cost $66.49 Unrealized +18.5%
Centurylink Inc 0.0%
Value ($000) $415 Shares 12,979 Est. Cost $35.47 Unrealized
IP International Paper Co 0.0%
Value ($000) $390 Shares 9,503 Est. Cost $26.81 Unrealized -14.9%
WHR Whirlpool Corp 0.0%
Value ($000) $380 Shares 2,109 Est. Cost $121.27 Unrealized +22.9%
CHD Church & Dwight Inc 0.0%
Value ($000) $373 Shares 4,046 Est. Cost $26.18 Unrealized +46.6%
Alcoa Inc 0.0%
Value ($000) $360 Shares 37,559 Est. Cost $12.54 Unrealized
EOG Resources Inc 0.0%
Value ($000) $351 Shares 4,835 Est. Cost $148.49 Unrealized
BAX Baxter Intl Inc 0.0%
Value ($000) $323 Shares 7,858 Est. Cost $30.37 Unrealized +6.9%
Baxalta Inc 0.0%
Value ($000) $313 Shares 7,752 Est. Cost $31.48 Unrealized
Deutsche Bank AG Namen AKT 0.0%
Value ($000) $313 Shares 18,484 Est. Cost $36.13 Unrealized
Shell Midstream Partners LP In 0.0%
Value ($000) $300 Shares 8,183 Est. Cost $39.48 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $296 Shares 2,055 Est. Cost $70.09 Unrealized +35.1%
FITB Fifth Third Bancorp 0.0%
Value ($000) $290 Shares 17,350 Est. Cost $12.91 Unrealized -10.1%
BKH Black Hills Corp 0.0%
Value ($000) $288 Shares 4,793 Est. Cost $30.13 Unrealized +23.9%
NSC Norfolk Southern Corp 0.0%
Value ($000) $271 Shares 3,261 Est. Cost $57.67 Unrealized +6.7%
Potash Corp Saskatchewan Inc 0.0%
Value ($000) $261 Shares 15,334 Est. Cost $32.68 Unrealized
Praxair Inc 0.0%
Value ($000) $251 Shares 2,190 Est. Cost $115.28 Unrealized
Time Warner Inc 0.0%
Value ($000) $240 Shares 3,307 Est. Cost $57.79 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $228 Shares 2,158 Est. Cost $57.13 Unrealized +18.5%
Stag Industrial Inc 0.0%
Value ($000) $226 Shares 11,088 Est. Cost $19.93 Unrealized
Aetna Inc 0.0%
Value ($000) $226 Shares 2,013 Est. Cost $64.00 Unrealized
Communications Sales&Leas Inc 0.0%
Value ($000) $223 Shares 10,007 Est. Cost $24.69 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $212 Shares 4,378 Est. Cost $28.77 Unrealized +29.0%
Abbvie Inc 0.0%
Value ($000) $210 Shares 3,676 Est. Cost $49.66 Unrealized
McKesson Corp 0.0%
Value ($000) $210 Shares 1,335 Est. Cost $161.29 Unrealized
Fitbit Inc Cl A 0.0%
Value ($000) $209 Shares 13,818 Est. Cost $15.13 Unrealized
Antero Midstream Partners LP U 0.0%
Value ($000) $207 Shares 9,350 Est. Cost $25.71 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $205 Shares 1,350 Est. Cost $80.59 Unrealized +51.7%
Barrick Gold Corp 0.0%
Value ($000) $192 Shares 14,173 Est. Cost $16.05 Unrealized
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $187 Shares 6,625 Est. Cost $49.10 Unrealized
SPDR S&P 500 Index ETF 0.0%
Value ($000) $164 Shares 800 Est. Cost $167.50 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $154 Shares 1,719 Est. Cost $48.32 Unrealized +40.1%
Chubb Limited 0.0%
Value ($000) $145 Shares 1,215 Est. Cost $119.34 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $135 Shares 4,030 Est. Cost $38.95 Unrealized -22.0%
vSunoco Logistics Partners LP 0.0%
Value ($000) $134 Shares 5,346 Est. Cost $40.27 Unrealized
STAA Staar Surgical Co 0.0%
Value ($000) $133 Shares 18,000 Est. Cost $7.31 Unrealized -7.4%
VFC VF Corp 0.0%
Value ($000) $131 Shares 2,017 Est. Cost $50.62 Unrealized +14.7%
Topbuild Corp 0.0%
Value ($000) $129 Shares 4,350 Est. Cost $31.03 Unrealized
Medtronic PLC 0.0%
Value ($000) $116 Shares 1,546 Est. Cost $78.13 Unrealized
INDB Independent Bank Corp MA 0.0%
Value ($000) $108 Shares 2,360 Est. Cost $25.86 Unrealized +29.9%
Tesoro Corp 0.0%
Value ($000) $99 Shares 1,152 Est. Cost $49.32 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $99 Shares 700 Est. Cost $130.90 Unrealized +1.3%
Brookfield Infrastucture Partn 0.0%
Value ($000) $98 Shares 2,320 Est. Cost $38.37 Unrealized
Teekay LNG Partners LP 0.0%
Value ($000) $94 Shares 7,448 Est. Cost $42.20 Unrealized
IWR iShares Tr Russell Mid Cap 0.0%
Value ($000) $83 Shares 509 Est. Cost $153.67 Unrealized
Marathon Petroleum Corp 0.0%
Value ($000) $83 Shares 2,234 Est. Cost $58.37 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $76 Shares 1,822 Est. Cost $27.71 Unrealized +19.1%
IWM iShares Tr Russell 2000 0.0%
Value ($000) $73 Shares 661 Est. Cost $115.75 Unrealized
Targa Resources Corp 0.0%
Value ($000) $71 Shares 2,387 Est. Cost $30.36 Unrealized
Windstream Holdings Inc 0.0%
Value ($000) $64 Shares 8,310 Est. Cost $6.38 Unrealized
Monsanto Co 0.0%
Value ($000) $63 Shares 722 Est. Cost $104.90 Unrealized
Facebook Inc Cl A 0.0%
Value ($000) $57 Shares 500 Est. Cost $68.00 Unrealized
IBB iShares Tr NASDAQ Bio Index 0.0%
Value ($000) $54 Shares 205 Est. Cost $210.92 Unrealized
OLN Olin Corp 0.0%
Value ($000) $54 Shares 3,083 Est. Cost $15.35 Unrealized -24.1%
Enlink Midstream Partners LP 0.0%
Value ($000) $51 Shares 4,204 Est. Cost $30.36 Unrealized
Celgene Corp 0.0%
Value ($000) $48 Shares 476 Est. Cost $120.80 Unrealized
Pentair PLC 0.0%
Value ($000) $47 Shares 870 Est. Cost $70.24 Unrealized
Vodafone Group PLC Spnsr ADR N 0.0%
Value ($000) $43 Shares 1,332 Est. Cost $34.80 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $37 Shares 433 Est. Cost $77.65 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $37 Shares 750 Est. Cost $27.96 Unrealized +48.0%
Halyard Health Inc 0.0%
Value ($000) $37 Shares 1,303 Est. Cost $45.34 Unrealized
VEA Vanguard Tax-Managed Fund Euro 0.0%
Value ($000) $34 Shares 940 Est. Cost $39.69 Unrealized
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $34 Shares 45 Est. Cost $777.78 Unrealized
Alphabet Inc Cap Stock Cl C 0.0%
Value ($000) $34 Shares 45 Est. Cost $755.56 Unrealized
ModusLink Global Solutions Inc 0.0%
Value ($000) $34 Shares 23,160 Est. Cost $3.84 Unrealized
Select Sector SPDR Tr SBI Util 0.0%
Value ($000) $33 Shares 670 Est. Cost $42.47 Unrealized
National Oilwell Varco Inc 0.0%
Value ($000) $32 Shares 1,018 Est. Cost $78.00 Unrealized
IGM iShares Tr S&P North American 0.0%
Value ($000) $31 Shares 284 Est. Cost $96.09 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $29 Shares 201 Est. Cost $117.35 Unrealized +11.0%
Select Sector SPDR Tr SBI Mate 0.0%
Value ($000) $27 Shares 601 Est. Cost $49.74 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $26 Shares 2,316 Est. Cost $34.41 Unrealized
Select Sector SPDR Tr SBI Fina 0.0%
Value ($000) $23 Shares 1,035 Est. Cost $22.91 Unrealized
C Citigroup Inc 0.0%
Value ($000) $23 Shares 552 Est. Cost $37.55 Unrealized -16.8%
QCOM Qualcomm Inc 0.0%
Value ($000) $22 Shares 433 Est. Cost $50.54 Unrealized -27.0%
Innospec Inc 0.0%
Value ($000) $22 Shares 500 Est. Cost $44.00 Unrealized
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $21 Shares 80 Est. Cost $225.00 Unrealized
SPDR Series Trust KBW Regional 0.0%
Value ($000) $19 Shares 516 Est. Cost $41.42 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $19 Shares 307 Est. Cost $22.47 Unrealized +5.0%
Enable Midstream Partners LP R 0.0%
Value ($000) $19 Shares 2,247 Est. Cost $15.53 Unrealized
Nordstrom Inc 0.0%
Value ($000) $19 Shares 333 Est. Cost $68.21 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $18 Shares 189 Est. Cost $65.10 Unrealized +20.7%
Rentech Nitrogen Partners LP 0.0%
Value ($000) $17 Shares 1,452 Est. Cost $17.84 Unrealized
Dominion Resources Inc VA 0.0%
Value ($000) $15 Shares 198 Est. Cost $60.61 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $15 Shares 725 Est. Cost $13.53 Unrealized +20.3%
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $14 Shares 113 Est. Cost $109.09 Unrealized
CPFL Energia SA Sp ADR 0.0%
Value ($000) $14 Shares 1,289 Est. Cost $17.97 Unrealized
Talen Energy Corp 0.0%
Value ($000) $13 Shares 1,416 Est. Cost $17.16 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $12 Shares 141 Est. Cost $51.33 Unrealized +20.7%
KHC Kraft Heinz Co 0.0%
Value ($000) $10 Shares 122 Est. Cost $47.82 Unrealized +1.0%
TELFY Telefonica SA Sp ADR 0.0%
Value ($000) $10 Shares 882 Est. Cost $16.10 Unrealized
AXP American Express Co 0.0%
Value ($000) $10 Shares 158 Est. Cost $62.53 Unrealized -19.3%
EFA iShares Tr MSCI EAFE Index 0.0%
Value ($000) $10 Shares 182 Est. Cost $55.61 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $9 Shares 160 Est. Cost $93.37 Unrealized -43.4%
F Ford Motor Co 0.0%
Value ($000) $6 Shares 425 Est. Cost $9.02 Unrealized -17.4%
iShares Inc MSCI Japan 0.0%
Value ($000) $5 Shares 453 Est. Cost $11.11 Unrealized
WU Western Union Co 0.0%
Value ($000) $5 Shares 250 Est. Cost $18.53 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $5 Shares 341 Est. Cost $19.49 Unrealized -49.2%
Alps Alerian Mlp Etf 0.0%
Value ($000) $5 Shares 500 Est. Cost $17.70 Unrealized
Seadrill Ltd 0.0%
Value ($000) $4 Shares 1,164 Est. Cost $36.37 Unrealized
Capnia Inc Wt Exp 111219 0.0%
Value ($000) $3 Shares 10,985 Est. Cost $0.91 Unrealized
California Resources Corp 0.0%
Value ($000) $1 Shares 1,397 Est. Cost $0.72 Unrealized
Senior Housing Properties Trus 0.0%
Value ($000) $1 Shares 68 Est. Cost $24.77 Unrealized
CST Brands Inc 0.0%
Value ($000) $1 Shares 33 Est. Cost $29.96 Unrealized
Rayonier Advanced Materials In 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.63 Unrealized
UUUU Energy Fuels Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.17 Unrealized -62.3%
Freeport-Mcmoran, Inc. 0.0%
Value ($000) $0 Shares 44 Est. Cost $34.92 Unrealized