NBT BANK N A /NY Diversified Active

CIK: 0000898413 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 8, 2017

Total Value ($000): $614,071 (100.0% shares, 0.0% debt)

Holdings (200)

JNJ Johnson & Johnson 3.5%
Value ($000) $21,352 Shares 161,401 Est. Cost $61.74 Unrealized +62.6%
GUNR FlexShares Mstar Glbl Upstrm N 3.4%
Value ($000) $21,118 Shares 739,173 Est. Cost $28.74 Unrealized
AAPL Apple Inc 3.1%
Value ($000) $19,014 Shares 132,023 Est. Cost $18.03 Unrealized +90.3%
XOM Exxonmobil Corp 3.0%
Value ($000) $18,635 Shares 230,829 Est. Cost $53.69 Unrealized +3.3%
MSFT Microsoft Corp 2.5%
Value ($000) $15,369 Shares 222,971 Est. Cost $26.70 Unrealized +133.4%
JPM JP Morgan Chase & CO 2.4%
Value ($000) $15,044 Shares 164,593 Est. Cost $36.53 Unrealized +87.6%
PG Procter & Gamble CO 2.4%
Value ($000) $14,994 Shares 172,048 Est. Cost $55.00 Unrealized +27.5%
PEP Pepsico Inc 2.0%
Value ($000) $12,446 Shares 107,769 Est. Cost $56.14 Unrealized +57.1%
MCD McDonalds Corp 2.0%
Value ($000) $12,114 Shares 79,097 Est. Cost $71.80 Unrealized +64.2%
SDY SPDR S&P Dividend ETF 1.9%
Value ($000) $11,684 Shares 131,450 Est. Cost $69.78 Unrealized
MDY Midcap SPDR Trust Series 1 1.8%
Value ($000) $11,132 Shares 35,048 Est. Cost $210.09 Unrealized
General Electric Corp 1.8%
Value ($000) $11,069 Shares 409,819 Est. Cost $23.19 Unrealized
CVX Chevron Corporation 1.8%
Value ($000) $11,063 Shares 106,044 Est. Cost $70.82 Unrealized +3.4%
United Technologies Corp 1.6%
Value ($000) $10,046 Shares 82,274 Est. Cost $92.93 Unrealized
LOW Lowes Cos Inc 1.5%
Value ($000) $9,343 Shares 120,505 Est. Cost $32.16 Unrealized +116.8%
NBTB NBT Bancorp Inc 1.5%
Value ($000) $9,271 Shares 250,889 Est. Cost $21.50 Unrealized +72.7%
IWM Ishares Russell 2000 ETF 1.5%
Value ($000) $8,954 Shares 63,539 Est. Cost $98.57 Unrealized
WFC Wells Fargo & CO 1.4%
Value ($000) $8,622 Shares 155,599 Est. Cost $28.16 Unrealized +49.8%
DIS Disney Walt CO New 1.4%
Value ($000) $8,574 Shares 80,698 Est. Cost $58.43 Unrealized +75.3%
IBB Ishares Nasdaq Biotech ETF 1.3%
Value ($000) $8,214 Shares 26,491 Est. Cost $173.89 Unrealized
VOO Vanguard S&P 500 ETF 1.3%
Value ($000) $7,856 Shares 35,378 Est. Cost $175.72 Unrealized
INTC Intel Corp 1.3%
Value ($000) $7,802 Shares 231,237 Est. Cost $17.56 Unrealized +68.4%
PFE Pfizer Inc 1.3%
Value ($000) $7,740 Shares 230,427 Est. Cost $16.46 Unrealized +31.2%
IBM Intl. Business Machines Corp 1.2%
Value ($000) $7,471 Shares 48,571 Est. Cost $116.94 Unrealized -11.3%
BMY Bristol Myers Squibb CO 1.1%
Value ($000) $6,682 Shares 119,922 Est. Cost $28.95 Unrealized +37.8%
UNP Union Pac Corp 1.1%
Value ($000) $6,488 Shares 59,576 Est. Cost $64.48 Unrealized +39.7%
EEM Ishares Msci Emerging Mkt ETF 1.0%
Value ($000) $6,230 Shares 150,509 Est. Cost $37.73 Unrealized
ABBV Abbvie Inc 1.0%
Value ($000) $6,061 Shares 83,591 Est. Cost $27.95 Unrealized +68.0%
Du Pont E I DE Nemours & CO 1.0%
Value ($000) $5,915 Shares 73,285 Est. Cost $52.50 Unrealized
VZ Verizon Communications 1.0%
Value ($000) $5,897 Shares 132,032 Est. Cost $27.05 Unrealized +9.2%
ABT Abbott Labs 0.9%
Value ($000) $5,788 Shares 119,076 Est. Cost $29.22 Unrealized +33.1%
GOOG Alphabet Inc Cl C 0.9%
Value ($000) $5,665 Shares 6,234 Est. Cost $36.34 Unrealized +25.0%
EFA Ishares Msci Eafe ETF 0.9%
Value ($000) $5,591 Shares 85,752 Est. Cost $57.89 Unrealized
BRK/B Berkshire Hathaway Inc-Cl B 0.9%
Value ($000) $5,569 Shares 32,880 Est. Cost $110.21 Unrealized +50.9%
TROW T Rowe Price Group Inc 0.9%
Value ($000) $5,514 Shares 74,309 Est. Cost $47.73 Unrealized +8.7%
PM Philip Morris International 0.9%
Value ($000) $5,483 Shares 46,686 Est. Cost $49.85 Unrealized +49.0%
T AT&T Inc 0.9%
Value ($000) $5,241 Shares 138,904 Est. Cost $11.40 Unrealized +39.7%
CSCO Cisco Systems Inc 0.8%
Value ($000) $5,119 Shares 163,537 Est. Cost $15.41 Unrealized +62.6%
DHR Danaher Corp 0.8%
Value ($000) $5,062 Shares 59,977 Est. Cost $25.01 Unrealized +187.0%
MRK Merck & CO Inc 0.8%
Value ($000) $5,049 Shares 78,782 Est. Cost $31.11 Unrealized +49.6%
SPY SPDR S&P 500 ETF Trust 0.8%
Value ($000) $4,948 Shares 20,460 Est. Cost $160.40 Unrealized
ADP Automatic Data Processing Inc 0.8%
Value ($000) $4,942 Shares 48,232 Est. Cost $45.09 Unrealized +86.8%
KRE Kbw Regional Banking ETF 0.8%
Value ($000) $4,723 Shares 85,941 Est. Cost $35.16 Unrealized
CL Colgate Palmolive CO 0.8%
Value ($000) $4,721 Shares 63,692 Est. Cost $44.38 Unrealized +36.6%
IJH Ishares Core S&P Mid-Cap ETF 0.7%
Value ($000) $4,521 Shares 25,989 Est. Cost $116.15 Unrealized
MO Altria Group Inc 0.7%
Value ($000) $4,419 Shares 59,351 Est. Cost $16.28 Unrealized +141.4%
UNH Unitedhealth Group Inc 0.7%
Value ($000) $4,412 Shares 23,790 Est. Cost $52.57 Unrealized +190.4%
HON Honeywell International Inc 0.7%
Value ($000) $4,268 Shares 32,021 Est. Cost $58.52 Unrealized +68.7%
CVS CVS Health Corp 0.7%
Value ($000) $4,256 Shares 52,895 Est. Cost $41.82 Unrealized +44.2%
LMT Lockheed Martin Corp 0.7%
Value ($000) $4,213 Shares 15,177 Est. Cost $71.65 Unrealized +204.7%
GOOGL Alphabet Inc Cl A 0.7%
Value ($000) $4,181 Shares 4,498 Est. Cost $37.27 Unrealized +24.6%
KO Coca Cola CO 0.7%
Value ($000) $4,012 Shares 89,463 Est. Cost $27.97 Unrealized +20.4%
PRU Prudential Finl Inc 0.6%
Value ($000) $3,957 Shares 36,594 Est. Cost $38.93 Unrealized +82.6%
NEE Nextera Energy Inc 0.6%
Value ($000) $3,932 Shares 28,061 Est. Cost $14.28 Unrealized +92.9%
SLB Schlumberger Ltd 0.6%
Value ($000) $3,916 Shares 59,481 Est. Cost $53.41 Unrealized +4.5%
QCOM Qualcomm Inc 0.6%
Value ($000) $3,741 Shares 67,746 Est. Cost $44.48 Unrealized -0.5%
MMM 3m CO 0.6%
Value ($000) $3,729 Shares 17,912 Est. Cost $61.26 Unrealized +103.5%
BA Boeing CO 0.6%
Value ($000) $3,674 Shares 18,579 Est. Cost $81.07 Unrealized +115.7%
CAT Caterpillar Inc 0.6%
Value ($000) $3,520 Shares 32,753 Est. Cost $61.21 Unrealized +37.3%
TGT Target Corp 0.6%
Value ($000) $3,468 Shares 66,322 Est. Cost $48.10 Unrealized -11.5%
PFF Ishares S&P Pref Stk ETF 0.6%
Value ($000) $3,464 Shares 88,424 Est. Cost $39.29 Unrealized
NVS Novartis Ag Spons ADR 0.5%
Value ($000) $3,371 Shares 40,388 Est. Cost $71.85 Unrealized
XLU Utilities Select Sector SPDR 0.5%
Value ($000) $3,192 Shares 61,446 Est. Cost $38.65 Unrealized
NKE Nike Inc-Class B 0.5%
Value ($000) $3,019 Shares 51,162 Est. Cost $40.73 Unrealized +18.5%
ORCL Oracle Corporation 0.5%
Value ($000) $2,978 Shares 59,388 Est. Cost $27.58 Unrealized +45.4%
USB US Bancorp New 0.5%
Value ($000) $2,897 Shares 55,807 Est. Cost $22.54 Unrealized +64.0%
TJX TJX Cos Inc 0.5%
Value ($000) $2,861 Shares 39,643 Est. Cost $26.37 Unrealized +26.7%
MCHP Microchip Technology Inc 0.5%
Value ($000) $2,805 Shares 36,340 Est. Cost $15.64 Unrealized +114.4%
D Dominion Resources Inc 0.5%
Value ($000) $2,779 Shares 36,265 Est. Cost $34.53 Unrealized +55.6%
FISV Fiserv Inc 0.4%
Value ($000) $2,744 Shares 22,430 Est. Cost $24.69 Unrealized +145.0%
ALV Autoliv Inc 0.4%
Value ($000) $2,737 Shares 24,930 Est. Cost $40.38 Unrealized +53.1%
MDT Medtronic PLC 0.4%
Value ($000) $2,499 Shares 28,156 Est. Cost $58.11 Unrealized +16.4%
GILD Gilead Sciences Inc 0.4%
Value ($000) $2,470 Shares 34,892 Est. Cost $47.19 Unrealized +2.4%
Praxair Inc 0.4%
Value ($000) $2,431 Shares 18,343 Est. Cost $115.14 Unrealized
WMT Wal Mart Stores Inc 0.4%
Value ($000) $2,426 Shares 32,062 Est. Cost $19.98 Unrealized +10.2%
Celgene Corp 0.4%
Value ($000) $2,350 Shares 18,094 Est. Cost $111.30 Unrealized
GIS General Mls Inc 0.4%
Value ($000) $2,286 Shares 41,276 Est. Cost $32.73 Unrealized +28.3%
ECL Ecolab Inc 0.4%
Value ($000) $2,263 Shares 17,047 Est. Cost $73.90 Unrealized +59.2%
VNQ Vanguard REIT ETF 0.4%
Value ($000) $2,164 Shares 25,995 Est. Cost $71.51 Unrealized
SO Southern Company 0.3%
Value ($000) $2,141 Shares 44,730 Est. Cost $26.73 Unrealized +31.3%
XLK Technology Select Sect SPDR 0.3%
Value ($000) $2,121 Shares 38,749 Est. Cost $30.59 Unrealized
MOO Vaneck Vectors Agribusiness ET 0.3%
Value ($000) $2,118 Shares 38,493 Est. Cost $48.03 Unrealized
DE Deere & CO 0.3%
Value ($000) $2,101 Shares 17,004 Est. Cost $78.48 Unrealized +31.0%
GS Goldman Sachs Group Inc 0.3%
Value ($000) $1,995 Shares 8,989 Est. Cost $121.27 Unrealized +52.2%
XLB Materials Select SPDR Fund 0.3%
Value ($000) $1,943 Shares 36,122 Est. Cost $41.83 Unrealized
Dow Chemical Company 0.3%
Value ($000) $1,918 Shares 30,405 Est. Cost $33.37 Unrealized
AWK American Water Works CO Inc 0.3%
Value ($000) $1,913 Shares 24,536 Est. Cost $32.48 Unrealized +105.4%
Walgreens Boots Alliance Inc 0.3%
Value ($000) $1,891 Shares 24,151 Est. Cost $84.60 Unrealized
APD Air Products & Chemicals Inc 0.3%
Value ($000) $1,812 Shares 12,664 Est. Cost $61.68 Unrealized +86.2%
XLY Consumer Discretionary Selt 0.3%
Value ($000) $1,811 Shares 20,208 Est. Cost $56.41 Unrealized
NSC Norfolk Southern Corp 0.3%
Value ($000) $1,781 Shares 14,630 Est. Cost $58.72 Unrealized +68.2%
DIA SPDR Dow Jones Industrial Aver 0.3%
Value ($000) $1,696 Shares 7,952 Est. Cost $148.55 Unrealized
HD Home Depot Inc 0.3%
Value ($000) $1,654 Shares 10,787 Est. Cost $59.79 Unrealized +108.2%
VWO Vanguard Ftse Emerging Markets 0.3%
Value ($000) $1,645 Shares 40,291 Est. Cost $39.55 Unrealized
GWW Grainger W W Inc 0.3%
Value ($000) $1,602 Shares 8,874 Est. Cost $201.89 Unrealized -17.7%
CLX Clorox Company 0.3%
Value ($000) $1,573 Shares 11,807 Est. Cost $60.55 Unrealized +74.0%
Apache Corp 0.3%
Value ($000) $1,555 Shares 32,450 Est. Cost $71.45 Unrealized
XLRE Real Estate Select Sect SPDR 0.2%
Value ($000) $1,529 Shares 47,481 Est. Cost $31.38 Unrealized
IYZ Ishares DJ US Telcom Sector ET 0.2%
Value ($000) $1,510 Shares 46,813 Est. Cost $28.11 Unrealized
ITW Illinois Tool Wks Inc 0.2%
Value ($000) $1,473 Shares 10,284 Est. Cost $49.85 Unrealized +127.3%
AXP American Express CO 0.2%
Value ($000) $1,469 Shares 17,429 Est. Cost $63.93 Unrealized +9.9%
MDLZ Mondelez International Inc 0.2%
Value ($000) $1,467 Shares 33,974 Est. Cost $23.77 Unrealized +54.2%
XLI Industrial Select Sector SPDR 0.2%
Value ($000) $1,454 Shares 21,337 Est. Cost $42.64 Unrealized
COP Conocophillips 0.2%
Value ($000) $1,452 Shares 33,030 Est. Cost $39.96 Unrealized -11.2%
EMR Emerson Elec CO 0.2%
Value ($000) $1,376 Shares 23,073 Est. Cost $39.97 Unrealized +20.1%
Express Scripts Hldg 0.2%
Value ($000) $1,257 Shares 19,685 Est. Cost $68.66 Unrealized
TD Toronto Dominion Bank 0.2%
Value ($000) $1,225 Shares 24,322 Est. Cost $42.93 Unrealized +12.4%
Monsanto CO 0.2%
Value ($000) $1,220 Shares 10,307 Est. Cost $99.04 Unrealized
VCIT Vanguard Inter Term Corp Bond 0.2%
Value ($000) $1,174 Shares 13,416 Est. Cost $83.00 Unrealized
XLF Financial Select Sector SPDR 0.2%
Value ($000) $1,165 Shares 47,219 Est. Cost $19.45 Unrealized
XLV Health Care Select Sector SPDR 0.2%
Value ($000) $1,154 Shares 14,569 Est. Cost $48.87 Unrealized
NUE Nucor Corp 0.2%
Value ($000) $1,113 Shares 19,240 Est. Cost $34.11 Unrealized +42.0%
BBY Best Buy Company Inc 0.2%
Value ($000) $1,078 Shares 18,793 Est. Cost $21.26 Unrealized +84.3%
Activision Blizzard, Inc 0.2%
Value ($000) $1,027 Shares 17,845 Est. Cost $31.23 Unrealized
Ingersoll-Rand PLC 0.2%
Value ($000) $1,016 Shares 11,115 Est. Cost $56.09 Unrealized
CMCSA ComcAst Corp-Cl A 0.2%
Value ($000) $981 Shares 25,204 Est. Cost $23.62 Unrealized +35.1%
Seattle Genetics Inc 0.2%
Value ($000) $971 Shares 18,770 Est. Cost $61.69 Unrealized
C Citigroup Inc 0.2%
Value ($000) $969 Shares 14,495 Est. Cost $38.62 Unrealized +20.3%
Glaxo Smithkline Spons ADR 0.2%
Value ($000) $962 Shares 22,305 Est. Cost $49.12 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $959 Shares 5,565 Est. Cost $94.48 Unrealized +32.7%
ETN Eaton Corp PLC 0.2%
Value ($000) $927 Shares 11,917 Est. Cost $47.42 Unrealized +34.9%
XLP Consumer Staples Select Sector 0.2%
Value ($000) $927 Shares 16,874 Est. Cost $39.67 Unrealized
TXT Textron Inc 0.2%
Value ($000) $923 Shares 19,598 Est. Cost $26.50 Unrealized +75.5%
LLY Lilly Eli & CO 0.1%
Value ($000) $917 Shares 11,147 Est. Cost $42.72 Unrealized +66.9%
GD General Dynamics Corp 0.1%
Value ($000) $898 Shares 4,535 Est. Cost $71.69 Unrealized +126.0%
KHC Kraft Heinz CO 0.1%
Value ($000) $893 Shares 10,427 Est. Cost $47.83 Unrealized +27.0%
XLE Energy Select Sector SPDR 0.1%
Value ($000) $888 Shares 13,677 Est. Cost $77.26 Unrealized
FTV Fortive Corp 0.1%
Value ($000) $876 Shares 13,826 Est. Cost $30.87 Unrealized +23.1%
BAX Baxter Intl Inc 0.1%
Value ($000) $858 Shares 14,183 Est. Cost $31.56 Unrealized +55.6%
MET Metlife Inc 0.1%
Value ($000) $844 Shares 15,355 Est. Cost $30.11 Unrealized +15.0%
YUM Yum! Brands Inc 0.1%
Value ($000) $840 Shares 11,379 Est. Cost $40.41 Unrealized +47.5%
SYY Sysco Corp 0.1%
Value ($000) $831 Shares 16,514 Est. Cost $24.65 Unrealized +73.0%
UPS United Parcel Service Cl B 0.1%
Value ($000) $815 Shares 7,373 Est. Cost $57.36 Unrealized +34.8%
META Facebook Inc-A 0.1%
Value ($000) $788 Shares 5,223 Est. Cost $111.20 Unrealized +32.8%
KMB Kimberly Clark Corp 0.1%
Value ($000) $780 Shares 6,038 Est. Cost $63.75 Unrealized +50.9%
BAC Bank of America Corp 0.1%
Value ($000) $767 Shares 31,640 Est. Cost $11.00 Unrealized +73.6%
SYK Stryker Corporation 0.1%
Value ($000) $750 Shares 5,402 Est. Cost $60.00 Unrealized +107.9%
GLW Corning Inc 0.1%
Value ($000) $716 Shares 23,845 Est. Cost $13.09 Unrealized +74.0%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $699 Shares 13,700 Est. Cost $22.11 Unrealized +71.7%
SPIB SPDR Bloomberg Barclays I/T Co 0.1%
Value ($000) $682 Shares 19,828 Est. Cost $33.61 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $654 Shares 3,351 Est. Cost $78.11 Unrealized +105.6%
STT State Street Corp 0.1%
Value ($000) $626 Shares 6,979 Est. Cost $47.87 Unrealized +34.1%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $622 Shares 4,841 Est. Cost $68.28 Unrealized +61.8%
NXPI Nxp Semiconductors 0.1%
Value ($000) $610 Shares 5,572 Est. Cost $76.57 Unrealized +24.3%
NTES Netease Inc Spons ADR 0.1%
Value ($000) $601 Shares 2,000 Est. Cost $284.00 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $557 Shares 6,801 Est. Cost $83.00 Unrealized
MTB M & T Bank Corp 0.1%
Value ($000) $542 Shares 3,344 Est. Cost $72.91 Unrealized +67.9%
XYL Xylem Inc 0.1%
Value ($000) $512 Shares 9,241 Est. Cost $23.44 Unrealized +100.4%
DUK Duke Energy Corp 0.1%
Value ($000) $503 Shares 6,022 Est. Cost $46.90 Unrealized +26.0%
SHY Ishares Barclays 1-3 Year Tr E 0.1%
Value ($000) $500 Shares 5,919 Est. Cost $84.73 Unrealized
ALNY Alnylam Pharmaceuticals Inc 0.1%
Value ($000) $487 Shares 6,100 Est. Cost $46.22 Unrealized +38.3%
V Visa Inc Cl A 0.1%
Value ($000) $486 Shares 5,177 Est. Cost $80.29 Unrealized +8.9%
ALL Allstate Corp 0.1%
Value ($000) $478 Shares 5,407 Est. Cost $39.25 Unrealized +77.8%
AMZN Amazon.Com Inc 0.1%
Value ($000) $459 Shares 474 Est. Cost $29.94 Unrealized +59.3%
Wr Grace & CO 0.1%
Value ($000) $432 Shares 6,000 Est. Cost $84.00 Unrealized
KBE Kbw Bank ETF 0.1%
Value ($000) $408 Shares 9,378 Est. Cost $31.27 Unrealized
FDX Fedex Corporation 0.1%
Value ($000) $387 Shares 1,785 Est. Cost $127.38 Unrealized +34.2%
BIV Vanguard Intermediate-Term Bon 0.1%
Value ($000) $387 Shares 4,575 Est. Cost $83.55 Unrealized
EPD Enterprise Prods Partners LP 0.1%
Value ($000) $379 Shares 14,005 Est. Cost $52.24 Unrealized
IEF Ishares Barclays 7-10 Year Tr 0.1%
Value ($000) $376 Shares 3,526 Est. Cost $102.49 Unrealized
CSX Csx Corp 0.1%
Value ($000) $374 Shares 6,854 Est. Cost $7.69 Unrealized +98.0%
Wgl Hldgs Inc 0.1%
Value ($000) $366 Shares 4,390 Est. Cost $43.06 Unrealized
SJM Jm Smucker CO 0.1%
Value ($000) $365 Shares 3,084 Est. Cost $73.68 Unrealized +30.6%
AGG Ishares Core Total U.S. Aggreg 0.1%
Value ($000) $356 Shares 3,254 Est. Cost $109.63 Unrealized
UVSP Univest Corp of Pennsylvania 0.1%
Value ($000) $354 Shares 11,812 Est. Cost $26.66 Unrealized +7.6%
COST Costco Wholesale Corp 0.1%
Value ($000) $345 Shares 2,160 Est. Cost $115.15 Unrealized +31.1%
EXC Exelon Corp 0.1%
Value ($000) $332 Shares 9,190 Est. Cost $15.70 Unrealized +20.1%
ROK Rockwell Automation Inc 0.1%
Value ($000) $311 Shares 1,915 Est. Cost $84.65 Unrealized +58.8%
NVO Novo Nordisk As Spons ADR 0.0%
Value ($000) $307 Shares 7,150 Est. Cost $67.50 Unrealized
BP BP PLC Spons ADR 0.0%
Value ($000) $301 Shares 8,696 Est. Cost $35.43 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $293 Shares 6,807 Est. Cost $21.73 Unrealized +51.4%
Royal Dutch Shell Spons ADR 0.0%
Value ($000) $277 Shares 5,206 Est. Cost $61.84 Unrealized
IJK Ishares S&P Midcap 400/Grwth E 0.0%
Value ($000) $275 Shares 1,400 Est. Cost $150.00 Unrealized
TM Toyota Motor Corp Spons ADR 0.0%
Value ($000) $271 Shares 2,583 Est. Cost $120.61 Unrealized
ENB Enbridge Incorporated 0.0%
Value ($000) $270 Shares 6,771 Est. Cost $24.73 Unrealized -3.7%
FBIN Fortune Brands Inc 0.0%
Value ($000) $270 Shares 4,144 Est. Cost $28.75 Unrealized +65.6%
IVV Ishares Core S&P 500 ETF 0.0%
Value ($000) $265 Shares 1,088 Est. Cost $204.55 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $265 Shares 3,266 Est. Cost $57.16 Unrealized +23.6%
Whole Foods Mkt Inc 0.0%
Value ($000) $264 Shares 6,263 Est. Cost $42.15 Unrealized
DVY Ishares DJ Select Dividend ETF 0.0%
Value ($000) $260 Shares 2,823 Est. Cost $91.31 Unrealized
PCG Pg & E Corp 0.0%
Value ($000) $259 Shares 3,901 Est. Cost $47.04 Unrealized +39.4%
IGSB Ishares Barclays 1-3 Year Cr E 0.0%
Value ($000) $258 Shares 2,453 Est. Cost $105.18 Unrealized
KEY Keycorp 0.0%
Value ($000) $252 Shares 13,444 Est. Cost $8.09 Unrealized +53.2%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $245 Shares 3,720 Est. Cost $54.91 Unrealized 0.0%
ADSK Autodesk Inc 0.0%
Value ($000) $244 Shares 2,424 Est. Cost $83.68 Unrealized +18.2%
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $236 Shares 3,030 Est. Cost $77.89 Unrealized
Twenty-First Century Fox Inc C 0.0%
Value ($000) $231 Shares 8,151 Est. Cost $28.58 Unrealized
CBU Community Bank System Inc 0.0%
Value ($000) $227 Shares 4,084 Est. Cost $34.50 Unrealized +25.2%
SU Suncor Energy Inc 0.0%
Value ($000) $224 Shares 7,651 Est. Cost $19.62 Unrealized +13.8%
BIIB Biogen Inc 0.0%
Value ($000) $222 Shares 819 Est. Cost $295.53 Unrealized -10.5%
Aetna Inc 0.0%
Value ($000) $215 Shares 1,416 Est. Cost $151.84 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $215 Shares 3,694 Est. Cost $45.37 Unrealized +10.7%
SHW Sherwin Williams CO 0.0%
Value ($000) $211 Shares 600 Est. Cost $103.46 Unrealized 0.0%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $210 Shares 3,157 Est. Cost $43.77 Unrealized +28.8%
IJT Ishares S&P Smallcap/600 Growt 0.0%
Value ($000) $210 Shares 1,350 Est. Cost $150.37 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $207 Shares 4,512 Est. Cost $19.78 Unrealized +78.5%
BEN Franklin Resources Inc 0.0%
Value ($000) $206 Shares 4,588 Est. Cost $27.06 Unrealized 0.0%
VFC V.F. Corp 0.0%
Value ($000) $206 Shares 3,569 Est. Cost $62.23 Unrealized -17.1%
SCHW Charles Schwab Corp 0.0%
Value ($000) $205 Shares 4,770 Est. Cost $35.76 Unrealized 0.0%
BHP BHP Billiton Ltd Spons ADR 0.0%
Value ($000) $201 Shares 5,650 Est. Cost $34.73 Unrealized