Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 20, 2016

Total Value ($000): $1,463,877 (100.0% shares, 0.0% debt)

Holdings (258)

BSX Boston Scientific Corp 54.0%
Value ($000) $789,837 Shares 33,797,061 Est. Cost $12.52 Unrealized +72.8%
EPD Enterprise Products Partners L 2.1%
Value ($000) $31,362 Shares 1,071,839 Est. Cost $46.16 Unrealized
Magellan Midstream Partners LP 1.9%
Value ($000) $28,074 Shares 369,393 Est. Cost $63.26 Unrealized
LLY Eli Lilly & Co 1.6%
Value ($000) $23,781 Shares 301,986 Est. Cost $44.42 Unrealized +44.3%
Verizon Communications Inc 1.5%
Value ($000) $21,392 Shares 383,096 Est. Cost $49.43 Unrealized
AT&T Inc 1.3%
Value ($000) $19,496 Shares 451,190 Est. Cost $35.21 Unrealized
NextEra Energy Inc 1.3%
Value ($000) $18,794 Shares 144,128 Est. Cost $85.51 Unrealized
AEP American Electric Power Inc 1.2%
Value ($000) $18,041 Shares 257,395 Est. Cost $31.82 Unrealized +46.5%
Enbridge Energy Management LLC 1.2%
Value ($000) $17,784 Shares 772,877 Est. Cost $31.28 Unrealized
Buckeye Partners LP 1.1%
Value ($000) $15,584 Shares 221,585 Est. Cost $72.07 Unrealized
BA Boeing Co 1.0%
Value ($000) $14,738 Shares 113,484 Est. Cost $99.74 Unrealized +18.8%
BMY Bristol-Myers Squibb Co 0.9%
Value ($000) $12,552 Shares 170,663 Est. Cost $30.06 Unrealized +68.0%
Paypal Holdings Inc 0.8%
Value ($000) $12,078 Shares 330,800 Est. Cost $31.04 Unrealized
Reynolds American Inc 0.8%
Value ($000) $11,715 Shares 217,224 Est. Cost $53.80 Unrealized
PPL Corp 0.7%
Value ($000) $10,881 Shares 288,244 Est. Cost $31.08 Unrealized
Duke Energy Corp 0.7%
Value ($000) $10,557 Shares 123,058 Est. Cost $69.53 Unrealized
TC Pipelines LP 0.7%
Value ($000) $10,044 Shares 175,405 Est. Cost $54.65 Unrealized
ProShares Short S&P 500 Ne 0.6%
Value ($000) $9,456 Shares 238,466 Est. Cost $39.65 Unrealized
CVX Chevron Corp 0.6%
Value ($000) $9,426 Shares 89,914 Est. Cost $70.08 Unrealized -4.7%
Altria Group Inc 0.6%
Value ($000) $9,353 Shares 135,627 Est. Cost $38.64 Unrealized
AMZN Amazon.com Inc 0.6%
Value ($000) $9,214 Shares 12,876 Est. Cost $31.08 Unrealized +8.8%
General Electric Company 0.6%
Value ($000) $8,965 Shares 284,773 Est. Cost $23.60 Unrealized
WY Weyerhaeuser Co 0.6%
Value ($000) $8,380 Shares 281,477 Est. Cost $18.21 Unrealized +15.9%
Southern Copper Corp 0.5%
Value ($000) $7,936 Shares 294,140 Est. Cost $27.81 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $7,906 Shares 77,719 Est. Cost $49.34 Unrealized +24.4%
PEG Public Service Enterprise Grou 0.5%
Value ($000) $7,876 Shares 168,985 Est. Cost $22.92 Unrealized +41.9%
United States Oil Fund LP 0.5%
Value ($000) $7,714 Shares 666,750 Est. Cost $16.86 Unrealized
PAA Plains All American Pipeline L 0.5%
Value ($000) $7,209 Shares 262,256 Est. Cost $50.13 Unrealized
BP BP Plc Sp ADR 0.5%
Value ($000) $6,734 Shares 189,649 Est. Cost $39.58 Unrealized
Holly Energy Partners LP 0.4%
Value ($000) $6,384 Shares 184,247 Est. Cost $37.08 Unrealized
Spectra Energy Corp 0.4%
Value ($000) $5,893 Shares 160,889 Est. Cost $34.83 Unrealized
USB US Bancorp Del 0.4%
Value ($000) $5,881 Shares 145,814 Est. Cost $23.38 Unrealized +24.8%
ConocoPhillips 0.4%
Value ($000) $5,698 Shares 130,689 Est. Cost $61.46 Unrealized
Walgreens Boots Alliance Inc 0.4%
Value ($000) $5,540 Shares 66,536 Est. Cost $76.44 Unrealized
Spectra Energy Partners LP 0.4%
Value ($000) $5,494 Shares 116,446 Est. Cost $47.73 Unrealized
IT Gartner Inc 0.4%
Value ($000) $5,159 Shares 52,963 Est. Cost $61.04 Unrealized +55.7%
Oneok Partners LP 0.3%
Value ($000) $4,910 Shares 122,572 Est. Cost $47.22 Unrealized
CAT Caterpillar Inc 0.3%
Value ($000) $4,835 Shares 63,783 Est. Cost $67.79 Unrealized -11.8%
BCE Inc 0.3%
Value ($000) $4,658 Shares 98,463 Est. Cost $41.45 Unrealized
Valero Energy Corp 0.3%
Value ($000) $4,580 Shares 89,809 Est. Cost $46.54 Unrealized
Merck & Co Inc 0.3%
Value ($000) $4,514 Shares 78,354 Est. Cost $48.31 Unrealized
SO Southern Co 0.3%
Value ($000) $4,475 Shares 83,438 Est. Cost $27.51 Unrealized +22.2%
SWK Stanley Black & Decker Inc 0.3%
Value ($000) $4,440 Shares 39,919 Est. Cost $59.02 Unrealized +46.6%
ABT Abbott Laboratories 0.3%
Value ($000) $4,278 Shares 108,834 Est. Cost $33.26 Unrealized +0.3%
ProShares UltraShort S&P 500 0.3%
Value ($000) $4,160 Shares 233,583 Est. Cost $40.85 Unrealized
HAL Halliburton Co 0.3%
Value ($000) $4,007 Shares 88,464 Est. Cost $33.93 Unrealized +0.6%
Dow Chemical Company 0.3%
Value ($000) $3,992 Shares 80,307 Est. Cost $42.88 Unrealized
PSX Phillips 66 0.3%
Value ($000) $3,961 Shares 49,925 Est. Cost $43.18 Unrealized +31.3%
AGL Resources Inc 0.3%
Value ($000) $3,929 Shares 59,554 Est. Cost $44.80 Unrealized
Royal Dutch Shell PLC Sp ADR A 0.2%
Value ($000) $3,646 Shares 66,033 Est. Cost $62.52 Unrealized
Kinder Morgan Inc 0.2%
Value ($000) $3,501 Shares 186,997 Est. Cost $41.10 Unrealized
CLX Clorox Co 0.2%
Value ($000) $3,451 Shares 24,940 Est. Cost $65.89 Unrealized +49.8%
JPMorgan Chase & Co 0.2%
Value ($000) $3,403 Shares 54,758 Est. Cost $55.76 Unrealized
Energy Transfer Partners LP 0.2%
Value ($000) $3,382 Shares 88,845 Est. Cost $52.01 Unrealized
CAG Conagra Foods Inc 0.2%
Value ($000) $3,366 Shares 70,396 Est. Cost $16.65 Unrealized +52.2%
ITC Holdings Corp 0.2%
Value ($000) $3,301 Shares 70,504 Est. Cost $32.20 Unrealized
MSFT Microsoft Corp 0.2%
Value ($000) $3,234 Shares 63,201 Est. Cost $33.50 Unrealized +37.3%
Alibaba Group Holding Ltd Sp A 0.2%
Value ($000) $3,209 Shares 40,350 Est. Cost $103.94 Unrealized
CL Colgate Palmolive Co 0.2%
Value ($000) $3,096 Shares 42,299 Est. Cost $49.48 Unrealized +15.0%
Kimco Realty Corp 0.2%
Value ($000) $3,095 Shares 98,631 Est. Cost $20.68 Unrealized
FE FirstEnergy Corp 0.2%
Value ($000) $3,080 Shares 88,214 Est. Cost $23.67 Unrealized -4.1%
EMR Emerson Electric Co 0.2%
Value ($000) $3,072 Shares 58,889 Est. Cost $46.06 Unrealized -9.8%
CPB Campbell Soup Co 0.2%
Value ($000) $3,050 Shares 45,838 Est. Cost $30.73 Unrealized +50.1%
Exxon Mobil Corp 0.2%
Value ($000) $2,827 Shares 30,156 Est. Cost $88.86 Unrealized
GIS General Mills Inc 0.2%
Value ($000) $2,817 Shares 39,498 Est. Cost $35.54 Unrealized +27.9%
Welltower Inc 0.2%
Value ($000) $2,759 Shares 36,226 Est. Cost $67.85 Unrealized
KMB Kimberly Clark Corp 0.2%
Value ($000) $2,742 Shares 19,945 Est. Cost $71.22 Unrealized +31.9%
PEP PepsiCo Inc 0.2%
Value ($000) $2,707 Shares 25,556 Est. Cost $56.82 Unrealized +35.7%
Bard C R Inc 0.2%
Value ($000) $2,694 Shares 11,457 Est. Cost $115.18 Unrealized
EWL iShares Inc MSCI Switzerland 0.2%
Value ($000) $2,679 Shares 90,346 Est. Cost $32.84 Unrealized
PAYX Paychex Inc 0.2%
Value ($000) $2,647 Shares 44,490 Est. Cost $29.48 Unrealized +36.3%
Nabors Industries Ltd 0.2%
Value ($000) $2,634 Shares 262,041 Est. Cost $13.67 Unrealized
DE Deere & Co 0.2%
Value ($000) $2,557 Shares 31,558 Est. Cost $69.59 Unrealized +0.6%
United States Natl Gas Fund LP 0.2%
Value ($000) $2,557 Shares 295,900 Est. Cost $13.58 Unrealized
Duke Realty Corp 0.2%
Value ($000) $2,460 Shares 92,289 Est. Cost $16.10 Unrealized
KO Coca-Cola Co 0.2%
Value ($000) $2,387 Shares 52,652 Est. Cost $27.80 Unrealized +19.8%
MS Morgan Stanley 0.2%
Value ($000) $2,313 Shares 89,023 Est. Cost $23.10 Unrealized -13.9%
Allergan PLC 0.2%
Value ($000) $2,311 Shares 10,000 Est. Cost $231.10 Unrealized
NNN National Retail Properties Inc 0.2%
Value ($000) $2,310 Shares 44,672 Est. Cost $34.91 Unrealized
PFE Pfizer Inc 0.2%
Value ($000) $2,303 Shares 65,399 Est. Cost $16.50 Unrealized +27.6%
RYN Rayonier Inc 0.2%
Value ($000) $2,276 Shares 86,722 Est. Cost $51.85 Unrealized
CINF Cincinnati Financial Corp 0.2%
Value ($000) $2,247 Shares 30,008 Est. Cost $34.31 Unrealized +52.5%
Costco Wholesale Corp 0.1%
Value ($000) $2,116 Shares 13,476 Est. Cost $115.88 Unrealized
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $2,112 Shares 48,733 Est. Cost $43.39 Unrealized
Smith & Nephew PLC Sp ADR 0.1%
Value ($000) $2,060 Shares 60,025 Est. Cost $34.95 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $2,056 Shares 13,835 Est. Cost $165.30 Unrealized
AAPL Apple Inc 0.1%
Value ($000) $2,038 Shares 21,318 Est. Cost $18.19 Unrealized +24.4%
GPC Genuine Parts Co 0.1%
Value ($000) $2,019 Shares 19,942 Est. Cost $61.81 Unrealized +18.7%
CMG Chipotle Mexican Grill Inc Cl 0.1%
Value ($000) $1,933 Shares 4,800 Est. Cost $8.69 Unrealized 0.0%
PG Procter & Gamble Co 0.1%
Value ($000) $1,857 Shares 21,933 Est. Cost $57.98 Unrealized +9.2%
BNS Bank Nova Scotia Halifax 0.1%
Value ($000) $1,813 Shares 36,990 Est. Cost $31.25 Unrealized -2.0%
XYZ Square Inc Cl A 0.1%
Value ($000) $1,810 Shares 200,000 Est. Cost $11.31 Unrealized 0.0%
Unilever PLC Sp ADR 0.1%
Value ($000) $1,782 Shares 37,186 Est. Cost $43.21 Unrealized
TransCanada Corp 0.1%
Value ($000) $1,761 Shares 38,936 Est. Cost $31.59 Unrealized
United Technologies Corp 0.1%
Value ($000) $1,748 Shares 17,050 Est. Cost $100.96 Unrealized
NiSource Inc 0.1%
Value ($000) $1,744 Shares 65,775 Est. Cost $32.21 Unrealized
DIS Disney Walt Co Disney 0.1%
Value ($000) $1,738 Shares 17,763 Est. Cost $57.93 Unrealized +59.1%
Accenture Ltd Bermuda Cl A 0.1%
Value ($000) $1,730 Shares 15,271 Est. Cost $73.67 Unrealized
Westpac Banking Corp Sp ADR 0.1%
Value ($000) $1,728 Shares 78,224 Est. Cost $30.02 Unrealized
BAC Bank of America Corporation 0.1%
Value ($000) $1,710 Shares 128,832 Est. Cost $11.57 Unrealized -2.0%
CRH PLC ADR 0.1%
Value ($000) $1,682 Shares 56,854 Est. Cost $25.57 Unrealized
Columbia Pipeline Group Inc 0.1%
Value ($000) $1,657 Shares 65,011 Est. Cost $18.29 Unrealized
AJG Gallagher Arthur J & Co 0.1%
Value ($000) $1,650 Shares 34,662 Est. Cost $34.08 Unrealized +16.0%
Johnson Controls Inc 0.1%
Value ($000) $1,623 Shares 36,673 Est. Cost $48.25 Unrealized
IBM International Business Machine 0.1%
Value ($000) $1,508 Shares 9,932 Est. Cost $111.71 Unrealized -14.8%
MPLX LP 0.1%
Value ($000) $1,470 Shares 43,719 Est. Cost $39.34 Unrealized
HON Honeywell Intl Inc 0.1%
Value ($000) $1,452 Shares 12,485 Est. Cost $72.99 Unrealized +15.3%
TRIP TripAdvisor Inc 0.1%
Value ($000) $1,444 Shares 22,450 Est. Cost $58.87 Unrealized -2.1%
CVS CVS Health Corporation 0.1%
Value ($000) $1,440 Shares 15,038 Est. Cost $42.64 Unrealized +74.8%
ORANY Orange Sp ADR 0.1%
Value ($000) $1,418 Shares 86,341 Est. Cost $16.22 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $1,414 Shares 16,201 Est. Cost $66.96 Unrealized +1.9%
LOW Lowes Cos Inc 0.1%
Value ($000) $1,407 Shares 17,778 Est. Cost $38.67 Unrealized +67.6%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $1,354 Shares 18,543 Est. Cost $20.24 Unrealized -3.6%
RCI Rogers Communications Inc Cl B 0.1%
Value ($000) $1,301 Shares 32,199 Est. Cost $36.05 Unrealized +7.6%
NDAQ Nasdaq Inc Com 0.1%
Value ($000) $1,294 Shares 20,003 Est. Cost $9.19 Unrealized +99.1%
AZN AstraZeneca PLC Sp ADR 0.1%
Value ($000) $1,269 Shares 42,023 Est. Cost $45.93 Unrealized
BT Group PLC ADR 0.1%
Value ($000) $1,247 Shares 44,783 Est. Cost $48.13 Unrealized
KEY KeyCorp 0.1%
Value ($000) $1,229 Shares 111,222 Est. Cost $7.19 Unrealized +11.1%
MAS Masco Corp 0.1%
Value ($000) $1,228 Shares 39,696 Est. Cost $15.56 Unrealized +75.6%
Comcast Corp Cl A 0.1%
Value ($000) $1,166 Shares 17,893 Est. Cost $56.41 Unrealized
Royal Dutch Shell PLC Sp ADR B 0.1%
Value ($000) $1,164 Shares 20,789 Est. Cost $61.93 Unrealized
SLB Schlumberger Ltd 0.1%
Value ($000) $1,153 Shares 14,574 Est. Cost $56.93 Unrealized +2.3%
Columbia Pipeline Partners LP 0.1%
Value ($000) $1,152 Shares 76,800 Est. Cost $13.08 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $1,150 Shares 16,446 Est. Cost $38.56 Unrealized +40.3%
IAC/InterActiveCorp 0.1%
Value ($000) $1,148 Shares 20,395 Est. Cost $54.65 Unrealized
HCP Inc 0.1%
Value ($000) $1,134 Shares 32,047 Est. Cost $44.16 Unrealized
Facebook Inc Cl A 0.1%
Value ($000) $1,086 Shares 9,500 Est. Cost $111.88 Unrealized
Advisory Board Co 0.1%
Value ($000) $1,062 Shares 30,000 Est. Cost $54.63 Unrealized
Nord Anglia Education Inc 0.1%
Value ($000) $1,057 Shares 50,000 Est. Cost $17.00 Unrealized
Tyco Intl PLC 0.1%
Value ($000) $1,047 Shares 24,579 Est. Cost $43.80 Unrealized
INTC Intel Corp 0.1%
Value ($000) $1,039 Shares 31,691 Est. Cost $18.04 Unrealized +39.2%
Franklin Street Properties Cor 0.1%
Value ($000) $1,027 Shares 83,730 Est. Cost $12.90 Unrealized
Cormedix Inc 0.1%
Value ($000) $1,017 Shares 511,077 Est. Cost $9.84 Unrealized
OXY Occidental Petroleum Corp 0.1%
Value ($000) $1,008 Shares 13,341 Est. Cost $57.49 Unrealized -1.3%
HSBC HSBC Holdings PLC Sp ADR 0.1%
Value ($000) $985 Shares 31,460 Est. Cost $42.75 Unrealized
WisdomTree Inv Inc 0.1%
Value ($000) $979 Shares 100,000 Est. Cost $11.38 Unrealized
PSO Pearson PLC Sp ADR 0.1%
Value ($000) $968 Shares 74,481 Est. Cost $18.99 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $944 Shares 20,733 Est. Cost $23.79 Unrealized +46.4%
MMLP Martin Midstream Partners LP 0.1%
Value ($000) $934 Shares 40,438 Est. Cost $30.82 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $923 Shares 3,721 Est. Cost $71.65 Unrealized +154.5%
Douglas Emmett Inc 0.1%
Value ($000) $919 Shares 25,859 Est. Cost $25.11 Unrealized
National Grid PLC Sp ADR 0.1%
Value ($000) $895 Shares 12,044 Est. Cost $60.58 Unrealized
Exelon Corp 0.1%
Value ($000) $780 Shares 21,440 Est. Cost $31.84 Unrealized
Capital One Financial Corp 0.1%
Value ($000) $775 Shares 12,206 Est. Cost $77.17 Unrealized
Oracle Corp 0.1%
Value ($000) $767 Shares 18,731 Est. Cost $34.14 Unrealized
Noble Corp PLC USD 0.0%
Value ($000) $719 Shares 87,289 Est. Cost $14.67 Unrealized
Barclays PLC ADR 0.0%
Value ($000) $706 Shares 92,875 Est. Cost $14.47 Unrealized
Select Sector SPDR Tr SBI Ener 0.0%
Value ($000) $700 Shares 10,253 Est. Cost $78.83 Unrealized
3M Co 0.0%
Value ($000) $669 Shares 3,820 Est. Cost $109.45 Unrealized
Hess Corp 0.0%
Value ($000) $616 Shares 10,250 Est. Cost $66.46 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $582 Shares 6,930 Est. Cost $38.27 Unrealized +60.1%
FLR Fluor Corp 0.0%
Value ($000) $570 Shares 11,571 Est. Cost $57.46 Unrealized -17.0%
HD Home Depot Inc 0.0%
Value ($000) $568 Shares 4,445 Est. Cost $56.30 Unrealized +86.4%
EQT Corp 0.0%
Value ($000) $549 Shares 7,092 Est. Cost $79.31 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $545 Shares 18,615 Est. Cost $7.24 Unrealized +50.1%
FedEx Corp 0.0%
Value ($000) $537 Shares 3,535 Est. Cost $98.64 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $473 Shares 3,895 Est. Cost $66.49 Unrealized +30.9%
Capnia Inc 0.0%
Value ($000) $468 Shares 403,398 Est. Cost $2.73 Unrealized
CHD Church & Dwight Inc 0.0%
Value ($000) $416 Shares 4,046 Est. Cost $26.18 Unrealized +62.6%
IP International Paper Co 0.0%
Value ($000) $407 Shares 9,602 Est. Cost $26.80 Unrealized -1.9%
EOG Resources Inc 0.0%
Value ($000) $403 Shares 4,835 Est. Cost $148.49 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $401 Shares 81,123 Est. Cost $5.90 Unrealized
Centurylink Inc 0.0%
Value ($000) $383 Shares 13,192 Est. Cost $35.36 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $353 Shares 2,121 Est. Cost $121.27 Unrealized +45.5%
Alcoa Inc 0.0%
Value ($000) $349 Shares 37,679 Est. Cost $12.54 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $307 Shares 17,474 Est. Cost $12.91 Unrealized -1.2%
BKH Black Hills Corp 0.0%
Value ($000) $304 Shares 4,827 Est. Cost $30.13 Unrealized +40.9%
Barrick Gold Corp 0.0%
Value ($000) $303 Shares 14,183 Est. Cost $16.05 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $294 Shares 2,067 Est. Cost $70.09 Unrealized +49.7%
Communications Sales&Leas Inc 0.0%
Value ($000) $289 Shares 10,008 Est. Cost $24.69 Unrealized
Shell Midstream Partners LP In 0.0%
Value ($000) $278 Shares 8,238 Est. Cost $39.48 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $278 Shares 3,261 Est. Cost $57.67 Unrealized +20.9%
Stag Industrial Inc 0.0%
Value ($000) $264 Shares 11,088 Est. Cost $19.93 Unrealized
Antero Midstream Partners LP U 0.0%
Value ($000) $263 Shares 9,439 Est. Cost $25.71 Unrealized
Deutsche Bank AG Namen AKT 0.0%
Value ($000) $254 Shares 18,484 Est. Cost $36.13 Unrealized
FIVN Five9 Inc 0.0%
Value ($000) $254 Shares 21,339 Est. Cost $10.14 Unrealized 0.0%
Potash Corp Saskatchewan Inc 0.0%
Value ($000) $252 Shares 15,521 Est. Cost $32.48 Unrealized
McKesson Corp 0.0%
Value ($000) $249 Shares 1,335 Est. Cost $161.29 Unrealized
Praxair Inc 0.0%
Value ($000) $246 Shares 2,190 Est. Cost $115.28 Unrealized
Time Warner Inc 0.0%
Value ($000) $243 Shares 3,307 Est. Cost $57.79 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $234 Shares 2,174 Est. Cost $57.13 Unrealized +27.9%
BDX Becton Dickinson & Co 0.0%
Value ($000) $230 Shares 1,355 Est. Cost $80.59 Unrealized +71.6%
Abbvie Inc 0.0%
Value ($000) $229 Shares 3,693 Est. Cost $49.66 Unrealized
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $216 Shares 6,889 Est. Cost $48.42 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $209 Shares 4,411 Est. Cost $28.77 Unrealized +29.4%
SPDR S&P 500 Index ETF 0.0%
Value ($000) $168 Shares 800 Est. Cost $167.50 Unrealized
Chubb Limited 0.0%
Value ($000) $159 Shares 1,215 Est. Cost $119.34 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $158 Shares 1,719 Est. Cost $48.32 Unrealized +48.5%
Topbuild Corp 0.0%
Value ($000) $157 Shares 4,350 Est. Cost $31.03 Unrealized
vSunoco Logistics Partners LP 0.0%
Value ($000) $156 Shares 5,441 Est. Cost $40.07 Unrealized
Medtronic PLC 0.0%
Value ($000) $134 Shares 1,548 Est. Cost $78.13 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $128 Shares 4,078 Est. Cost $38.86 Unrealized -18.4%
VFC VF Corp 0.0%
Value ($000) $124 Shares 2,017 Est. Cost $50.62 Unrealized +16.8%
INDB Independent Bank Corp MA 0.0%
Value ($000) $108 Shares 2,360 Est. Cost $25.86 Unrealized +36.8%
Brookfield Infrastucture Partn 0.0%
Value ($000) $106 Shares 2,348 Est. Cost $38.45 Unrealized
Targa Resources Corp 0.0%
Value ($000) $102 Shares 2,418 Est. Cost $30.51 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $101 Shares 700 Est. Cost $130.90 Unrealized +9.2%
STAA Staar Surgical Co 0.0%
Value ($000) $99 Shares 18,000 Est. Cost $7.31 Unrealized -11.7%
Tesoro Corp 0.0%
Value ($000) $87 Shares 1,160 Est. Cost $49.32 Unrealized
IWR iShares Tr Russell Mid Cap 0.0%
Value ($000) $86 Shares 509 Est. Cost $153.67 Unrealized
Marathon Petroleum Corp 0.0%
Value ($000) $85 Shares 2,234 Est. Cost $58.37 Unrealized
Windstream Holdings Inc 0.0%
Value ($000) $77 Shares 8,310 Est. Cost $6.38 Unrealized
OLN Olin Corp 0.0%
Value ($000) $77 Shares 3,109 Est. Cost $15.35 Unrealized +7.0%
IWM iShares Tr Russell 2000 0.0%
Value ($000) $76 Shares 661 Est. Cost $115.75 Unrealized
Monsanto Co 0.0%
Value ($000) $75 Shares 722 Est. Cost $104.90 Unrealized
Enlink Midstream Partners LP 0.0%
Value ($000) $70 Shares 4,204 Est. Cost $30.36 Unrealized
IBB iShares Tr NASDAQ Bio Index 0.0%
Value ($000) $53 Shares 205 Est. Cost $210.92 Unrealized
Pentair PLC 0.0%
Value ($000) $51 Shares 873 Est. Cost $70.24 Unrealized
Celgene Corp 0.0%
Value ($000) $47 Shares 476 Est. Cost $120.80 Unrealized
Halyard Health Inc 0.0%
Value ($000) $42 Shares 1,303 Est. Cost $45.34 Unrealized
Vodafone Group PLC Spnsr ADR N 0.0%
Value ($000) $41 Shares 1,332 Est. Cost $34.80 Unrealized
Teekay LNG Partners LP 0.0%
Value ($000) $40 Shares 3,593 Est. Cost $42.20 Unrealized
AmerisourceBergen Corp 0.0%
Value ($000) $35 Shares 435 Est. Cost $77.65 Unrealized
Select Sector SPDR Tr SBI Util 0.0%
Value ($000) $35 Shares 676 Est. Cost $42.47 Unrealized
VEA Vanguard Tax-Managed Fund Euro 0.0%
Value ($000) $34 Shares 953 Est. Cost $39.63 Unrealized
National Oilwell Varco Inc 0.0%
Value ($000) $34 Shares 1,018 Est. Cost $78.00 Unrealized
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $32 Shares 45 Est. Cost $777.78 Unrealized
Alphabet Inc Cap Stock Cl C 0.0%
Value ($000) $31 Shares 45 Est. Cost $755.56 Unrealized
IGM iShares Tr S&P North American 0.0%
Value ($000) $31 Shares 285 Est. Cost $96.09 Unrealized
Enable Midstream Partners LP R 0.0%
Value ($000) $31 Shares 2,307 Est. Cost $15.47 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $30 Shares 202 Est. Cost $117.35 Unrealized +22.4%
Select Sector SPDR Tr SBI Mate 0.0%
Value ($000) $28 Shares 604 Est. Cost $49.74 Unrealized
ModusLink Global Solutions Inc 0.0%
Value ($000) $28 Shares 23,160 Est. Cost $3.84 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $27 Shares 750 Est. Cost $27.96 Unrealized +35.1%
Select Sector SPDR Tr SBI Fina 0.0%
Value ($000) $24 Shares 1,040 Est. Cost $22.91 Unrealized
C Citigroup Inc 0.0%
Value ($000) $23 Shares 553 Est. Cost $37.55 Unrealized -11.8%
Innospec Inc 0.0%
Value ($000) $23 Shares 500 Est. Cost $44.00 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $23 Shares 437 Est. Cost $50.54 Unrealized -20.3%
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $22 Shares 80 Est. Cost $225.00 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $22 Shares 308 Est. Cost $22.47 Unrealized +21.4%
SPDR Series Trust KBW Regional 0.0%
Value ($000) $20 Shares 519 Est. Cost $41.42 Unrealized
Talen Energy Corp 0.0%
Value ($000) $19 Shares 1,416 Est. Cost $17.16 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $17 Shares 725 Est. Cost $13.53 Unrealized +46.2%
CPFL Energia SA Sp ADR 0.0%
Value ($000) $17 Shares 1,321 Est. Cost $17.85 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $17 Shares 190 Est. Cost $65.10 Unrealized +26.7%
Dominion Resources Inc VA 0.0%
Value ($000) $15 Shares 198 Est. Cost $60.61 Unrealized
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $15 Shares 115 Est. Cost $109.46 Unrealized
Nordstrom Inc 0.0%
Value ($000) $13 Shares 337 Est. Cost $67.86 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $12 Shares 142 Est. Cost $51.33 Unrealized +22.6%
CVR Partners LP 0.0%
Value ($000) $12 Shares 1,509 Est. Cost $7.95 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $11 Shares 162 Est. Cost $92.98 Unrealized -33.5%
KHC Kraft Heinz Co 0.0%
Value ($000) $11 Shares 123 Est. Cost $47.82 Unrealized +12.1%
EFA iShares Tr MSCI EAFE Index 0.0%
Value ($000) $10 Shares 186 Est. Cost $55.57 Unrealized
AXP American Express Co 0.0%
Value ($000) $10 Shares 159 Est. Cost $62.53 Unrealized -11.6%
TELFY Telefonica SA Sp ADR 0.0%
Value ($000) $9 Shares 905 Est. Cost $15.95 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $7 Shares 341 Est. Cost $19.49 Unrealized -38.7%
Alps Alerian Mlp Etf 0.0%
Value ($000) $6 Shares 500 Est. Cost $17.70 Unrealized
iShares Inc MSCI Japan 0.0%
Value ($000) $5 Shares 457 Est. Cost $11.11 Unrealized
F Ford Motor Co 0.0%
Value ($000) $5 Shares 425 Est. Cost $9.02 Unrealized -12.0%
WU Western Union Co 0.0%
Value ($000) $5 Shares 250 Est. Cost $18.53 Unrealized
Seadrill Ltd 0.0%
Value ($000) $4 Shares 1,164 Est. Cost $36.37 Unrealized
California Resources Corp 0.0%
Value ($000) $2 Shares 123 Est. Cost $16.26 Unrealized
Capnia Inc Wt Exp 111219 0.0%
Value ($000) $2 Shares 10,985 Est. Cost $0.91 Unrealized
CST Brands Inc 0.0%
Value ($000) $1 Shares 33 Est. Cost $29.96 Unrealized
Senior Housing Properties Trus 0.0%
Value ($000) $1 Shares 68 Est. Cost $24.77 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