Bollard Group LLC Diversified Active

CIK: 0001556218 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 29, 2018

Total Value ($000): $2,080,174 (100.0% shares, 0.0% debt)

Holdings (258)

BSX Boston Scientific Corp 40.3%
Value ($000) $839,244 Shares 33,854,117 Est. Cost $12.92 Unrealized +113.5%
CARG Cargurus Inc Cl A 15.3%
Value ($000) $318,223 Shares 10,614,512 Est. Cost $29.87 Unrealized 0.0%
AMZN Amazon.com Inc 1.9%
Value ($000) $39,709 Shares 33,955 Est. Cost $37.66 Unrealized +46.1%
BA Boeing Co 1.8%
Value ($000) $38,357 Shares 130,064 Est. Cost $107.06 Unrealized +140.4%
Alibaba Group Holding Ltd Sp A 1.8%
Value ($000) $38,072 Shares 220,796 Est. Cost $133.20 Unrealized
EPD Enterprise Products Partners L 1.5%
Value ($000) $32,177 Shares 1,213,757 Est. Cost $41.41 Unrealized
Paypal Holdings Inc 1.5%
Value ($000) $31,100 Shares 422,445 Est. Cost $35.30 Unrealized
Magellan Midstream Partners LP 1.4%
Value ($000) $29,820 Shares 420,359 Est. Cost $65.01 Unrealized
Nextera Energy Inc 1.3%
Value ($000) $27,513 Shares 176,151 Est. Cost $92.32 Unrealized
LLY Lilly Eli & Co 1.3%
Value ($000) $27,082 Shares 320,650 Est. Cost $45.07 Unrealized +67.0%
AEP American Electric Power Inc 1.2%
Value ($000) $25,026 Shares 340,161 Est. Cost $35.54 Unrealized +57.7%
Verizon Communications Inc 1.2%
Value ($000) $24,510 Shares 463,065 Est. Cost $49.41 Unrealized
MSFT Microsoft Corp 1.0%
Value ($000) $21,752 Shares 254,294 Est. Cost $50.90 Unrealized +47.9%
CAT Caterpillar Inc 1.0%
Value ($000) $20,589 Shares 130,660 Est. Cost $69.10 Unrealized +68.3%
AT&T Inc 1.0%
Value ($000) $20,044 Shares 515,543 Est. Cost $36.35 Unrealized
IT Gartner Inc 0.9%
Value ($000) $19,270 Shares 156,475 Est. Cost $87.91 Unrealized +38.1%
Alphabet Inc Cap Stock Cl C 0.8%
Value ($000) $17,483 Shares 16,708 Est. Cost $849.83 Unrealized
Facebook Inc Cl A 0.8%
Value ($000) $16,665 Shares 94,441 Est. Cost $136.02 Unrealized
Southern Copper Corp 0.8%
Value ($000) $16,048 Shares 338,202 Est. Cost $28.67 Unrealized
DE Deere & Co 0.7%
Value ($000) $14,048 Shares 89,757 Est. Cost $73.44 Unrealized +68.5%
Duke Energy Corp 0.6%
Value ($000) $13,043 Shares 155,073 Est. Cost $71.98 Unrealized
Altria Group Inc 0.6%
Value ($000) $12,041 Shares 168,612 Est. Cost $44.15 Unrealized
BMY Bristol-Myers Squibb Co 0.6%
Value ($000) $11,665 Shares 190,354 Est. Cost $31.01 Unrealized +49.8%
WY Weyerhaeuser Co 0.5%
Value ($000) $11,344 Shares 321,714 Est. Cost $18.80 Unrealized +37.0%
PPL Corp 0.5%
Value ($000) $10,869 Shares 351,177 Est. Cost $31.96 Unrealized
BP BP PLC Sp ADR 0.5%
Value ($000) $10,762 Shares 256,065 Est. Cost $40.95 Unrealized
PEG Public Service Enterprise Grou 0.5%
Value ($000) $10,509 Shares 204,067 Est. Cost $24.60 Unrealized +55.4%
BTI British American Tobacco PLC S 0.5%
Value ($000) $10,138 Shares 151,332 Est. Cost $70.38 Unrealized
TC Pipelines LP 0.5%
Value ($000) $9,459 Shares 178,131 Est. Cost $55.35 Unrealized
General Electric Co 0.4%
Value ($000) $9,295 Shares 532,659 Est. Cost $21.97 Unrealized
SO Southern Co 0.4%
Value ($000) $9,268 Shares 192,713 Est. Cost $31.88 Unrealized +14.3%
USB US Bancorp Del 0.4%
Value ($000) $9,217 Shares 172,019 Est. Cost $25.79 Unrealized +51.4%
OKE Oneok Inc 0.4%
Value ($000) $7,890 Shares 147,620 Est. Cost $30.37 Unrealized +5.6%
CVX Chevron Corp 0.4%
Value ($000) $7,772 Shares 62,083 Est. Cost $70.52 Unrealized +18.5%
PM Philip Morris Intl Inc 0.4%
Value ($000) $7,308 Shares 69,170 Est. Cost $54.30 Unrealized +28.1%
JPMorgan Chase & Co 0.4%
Value ($000) $7,291 Shares 68,176 Est. Cost $61.29 Unrealized
Holly Energy Partners LP 0.3%
Value ($000) $7,093 Shares 218,314 Est. Cost $36.74 Unrealized
SWK Stanley Black & Decker Inc 0.3%
Value ($000) $6,987 Shares 41,178 Est. Cost $59.02 Unrealized +121.7%
ABT Abbott Laboratories 0.3%
Value ($000) $6,874 Shares 120,454 Est. Cost $33.90 Unrealized +42.0%
Dowdupont Inc 0.3%
Value ($000) $6,672 Shares 93,681 Est. Cost $69.25 Unrealized
Royal Dutch Shell PLC Sp ADR A 0.3%
Value ($000) $6,519 Shares 97,722 Est. Cost $59.62 Unrealized
BCE Inc 0.3%
Value ($000) $6,089 Shares 126,833 Est. Cost $42.23 Unrealized
FTS Fortis Inc 0.3%
Value ($000) $5,812 Shares 158,503 Est. Cost $22.28 Unrealized +21.5%
MS Morgan Stanley 0.3%
Value ($000) $5,703 Shares 108,699 Est. Cost $24.89 Unrealized +59.6%
KKR & Co LP Del Units 0.3%
Value ($000) $5,638 Shares 267,732 Est. Cost $18.60 Unrealized
Potash Corp Saskatchewan Inc 0.3%
Value ($000) $5,545 Shares 268,541 Est. Cost $17.43 Unrealized
HON Honeywell Intl Inc 0.3%
Value ($000) $5,376 Shares 35,056 Est. Cost $83.09 Unrealized +36.4%
TransCanada Corp 0.3%
Value ($000) $5,366 Shares 110,317 Est. Cost $41.33 Unrealized
Valero Energy Corp 0.3%
Value ($000) $5,351 Shares 58,222 Est. Cost $48.51 Unrealized
Walgreens Boots Alliance Inc 0.3%
Value ($000) $5,318 Shares 73,226 Est. Cost $76.92 Unrealized
EMR Emerson Electric Co 0.2%
Value ($000) $5,176 Shares 74,271 Est. Cost $46.44 Unrealized +14.7%
Merck & Co Inc 0.2%
Value ($000) $5,157 Shares 91,651 Est. Cost $50.32 Unrealized
Enbridge Inc 0.2%
Value ($000) $5,003 Shares 127,914 Est. Cost $40.11 Unrealized
Spectra Energy Partners LP 0.2%
Value ($000) $4,717 Shares 119,293 Est. Cost $47.05 Unrealized
BAC Bank America Corp 0.2%
Value ($000) $4,714 Shares 159,692 Est. Cost $13.00 Unrealized +75.3%
ConocoPhillips 0.2%
Value ($000) $4,547 Shares 82,839 Est. Cost $60.21 Unrealized
CLX Clorox Co 0.2%
Value ($000) $4,474 Shares 30,082 Est. Cost $71.09 Unrealized +51.2%
AAPL Apple Inc 0.2%
Value ($000) $4,471 Shares 26,418 Est. Cost $20.02 Unrealized +95.3%
CL Colgate Palmolive Co 0.2%
Value ($000) $3,987 Shares 52,840 Est. Cost $51.13 Unrealized +17.9%
PSX Phillips 66 0.2%
Value ($000) $3,944 Shares 38,988 Est. Cost $44.87 Unrealized +54.4%
Goldman Sachs Group Inc 0.2%
Value ($000) $3,760 Shares 14,760 Est. Cost $168.44 Unrealized
PAYX Paychex Inc 0.2%
Value ($000) $3,577 Shares 52,540 Est. Cost $31.57 Unrealized +63.6%
ProShares Short S&P 500 Ne 0.2%
Value ($000) $3,445 Shares 114,141 Est. Cost $39.65 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $3,411 Shares 28,445 Est. Cost $59.29 Unrealized +50.1%
FDVV Fidelity Core Div ETF 0.2%
Value ($000) $3,248 Shares 113,204 Est. Cost $26.81 Unrealized
KO Coca-Cola Co 0.2%
Value ($000) $3,242 Shares 70,672 Est. Cost $29.07 Unrealized +22.6%
EWL iShares MSCI Sz Cap ETF 0.2%
Value ($000) $3,226 Shares 90,661 Est. Cost $32.84 Unrealized
FE FirstEnergy Corp 0.2%
Value ($000) $3,190 Shares 104,174 Est. Cost $23.24 Unrealized +0.3%
KMB Kimberly Clark Corp 0.2%
Value ($000) $3,180 Shares 26,352 Est. Cost $76.05 Unrealized +15.2%
IAC/InterActiveCorp 0.2%
Value ($000) $3,132 Shares 25,614 Est. Cost $57.56 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $3,099 Shares 52,269 Est. Cost $37.37 Unrealized +8.5%
Snap Inc Cl A 0.1%
Value ($000) $3,083 Shares 211,000 Est. Cost $14.68 Unrealized
CAG Conagra Brands Inc 0.1%
Value ($000) $3,055 Shares 81,110 Est. Cost $17.96 Unrealized +45.3%
AJG Gallagher Arthur J & Co 0.1%
Value ($000) $3,040 Shares 48,048 Est. Cost $38.33 Unrealized +48.3%
BNS Bank N S Halifax 0.1%
Value ($000) $3,012 Shares 46,668 Est. Cost $32.69 Unrealized +29.7%
Duke Realty Corp 0.1%
Value ($000) $2,954 Shares 108,581 Est. Cost $17.31 Unrealized
CINF Cincinnati Financial Corp 0.1%
Value ($000) $2,940 Shares 39,218 Est. Cost $39.83 Unrealized +50.4%
Costco Wholesale Corp 0.1%
Value ($000) $2,902 Shares 15,593 Est. Cost $122.73 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $2,868 Shares 79,175 Est. Cost $17.38 Unrealized +37.0%
RYN Rayonier Inc 0.1%
Value ($000) $2,866 Shares 90,612 Est. Cost $50.29 Unrealized
Accenture PLC Ireland Class A 0.1%
Value ($000) $2,847 Shares 18,595 Est. Cost $81.99 Unrealized
CPB Campbell Soup Co 0.1%
Value ($000) $2,824 Shares 58,695 Est. Cost $33.27 Unrealized +9.1%
Welltower Inc 0.1%
Value ($000) $2,823 Shares 44,276 Est. Cost $68.33 Unrealized
Livanova PLC 0.1%
Value ($000) $2,797 Shares 35,000 Est. Cost $49.00 Unrealized
PG Procter And Gamble Co 0.1%
Value ($000) $2,781 Shares 30,272 Est. Cost $61.41 Unrealized +18.3%
RCI Rogers Communications Inc Cl B 0.1%
Value ($000) $2,534 Shares 49,752 Est. Cost $39.08 Unrealized +33.4%
United Technologies Corp 0.1%
Value ($000) $2,494 Shares 19,553 Est. Cost $101.69 Unrealized
KEY KeyCorp 0.1%
Value ($000) $2,480 Shares 122,945 Est. Cost $7.50 Unrealized +74.2%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $2,429 Shares 24,592 Est. Cost $20.71 Unrealized +29.5%
UNP Union Pacific Corp 0.1%
Value ($000) $2,421 Shares 18,053 Est. Cost $67.73 Unrealized +48.8%
Johnson Controls Intl PLC 0.1%
Value ($000) $2,404 Shares 63,072 Est. Cost $45.56 Unrealized
DIS Disney Walt Co Disney 0.1%
Value ($000) $2,396 Shares 22,288 Est. Cost $65.82 Unrealized +47.8%
Unilever PLC Sp ADR 0.1%
Value ($000) $2,395 Shares 43,271 Est. Cost $43.88 Unrealized
HAL Halliburton Co 0.1%
Value ($000) $2,344 Shares 47,959 Est. Cost $35.30 Unrealized +6.1%
GPC Genuine Parts Co 0.1%
Value ($000) $2,265 Shares 23,840 Est. Cost $63.47 Unrealized +13.6%
WFC Wells Fargo & Co 0.1%
Value ($000) $2,239 Shares 36,909 Est. Cost $36.71 Unrealized +22.8%
Exxon Mobil Corp 0.1%
Value ($000) $2,151 Shares 25,714 Est. Cost $88.49 Unrealized
Smith & Nephew PLC Sp ADR 0.1%
Value ($000) $2,101 Shares 60,025 Est. Cost $34.95 Unrealized
CRH PLC ADR 0.1%
Value ($000) $2,094 Shares 58,034 Est. Cost $25.68 Unrealized
Kinder Morgan Inc 0.1%
Value ($000) $1,999 Shares 110,598 Est. Cost $22.87 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $1,918 Shares 20,633 Est. Cost $41.80 Unrealized +70.4%
Enbridge Energy Management LLC 0.1%
Value ($000) $1,908 Shares 142,479 Est. Cost $29.25 Unrealized
NiSource Inc 0.1%
Value ($000) $1,884 Shares 73,410 Est. Cost $31.40 Unrealized
MAS Masco Corp 0.1%
Value ($000) $1,880 Shares 42,790 Est. Cost $16.41 Unrealized +118.1%
HSBC HSBC Holdings PLC Sp ADR 0.1%
Value ($000) $1,794 Shares 34,732 Est. Cost $42.90 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $1,768 Shares 16,887 Est. Cost $38.56 Unrealized +112.0%
NDAQ NASDAQ Inc 0.1%
Value ($000) $1,756 Shares 22,853 Est. Cost $10.56 Unrealized +110.6%
Comcast Corp Cl A 0.1%
Value ($000) $1,667 Shares 41,623 Est. Cost $47.67 Unrealized
Westpac Banking Corp Sp ADR 0.1%
Value ($000) $1,655 Shares 67,879 Est. Cost $29.08 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $1,592 Shares 7,438 Est. Cost $180.23 Unrealized +2.9%
ORANY Orange Sp ADR 0.1%
Value ($000) $1,587 Shares 91,204 Est. Cost $16.23 Unrealized
AZN AstraZeneca PLC Sp ADR 0.1%
Value ($000) $1,543 Shares 44,466 Est. Cost $45.17 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $1,520 Shares 10,879 Est. Cost $84.40 Unrealized +31.5%
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $1,428 Shares 25,293 Est. Cost $30.04 Unrealized +55.6%
Capital One Financial Corp 0.1%
Value ($000) $1,395 Shares 14,006 Est. Cost $78.39 Unrealized
HCP Inc 0.1%
Value ($000) $1,315 Shares 50,429 Est. Cost $30.15 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $1,285 Shares 17,719 Est. Cost $47.64 Unrealized +18.0%
PAA Plains All American Pipeline L 0.1%
Value ($000) $1,237 Shares 59,937 Est. Cost $46.08 Unrealized
Exelon Corp 0.1%
Value ($000) $1,228 Shares 31,150 Est. Cost $33.02 Unrealized
MPLX LP 0.1%
Value ($000) $1,199 Shares 33,800 Est. Cost $38.93 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $1,195 Shares 3,721 Est. Cost $71.65 Unrealized +253.9%
ProShares UltraShort S&P 500 0.1%
Value ($000) $1,146 Shares 27,912 Est. Cost $46.64 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1,098 Shares 25,644 Est. Cost $26.04 Unrealized +32.4%
Oracle Corp 0.1%
Value ($000) $1,094 Shares 23,148 Est. Cost $36.12 Unrealized
SLB Schlumberger Ltd 0.1%
Value ($000) $1,088 Shares 16,150 Est. Cost $57.53 Unrealized -11.0%
Franklin Street Properties Cor 0.1%
Value ($000) $1,064 Shares 99,055 Est. Cost $10.74 Unrealized
INTC Intel Corp 0.1%
Value ($000) $1,063 Shares 23,034 Est. Cost $20.94 Unrealized +74.6%
HD Home Depot Inc 0.1%
Value ($000) $1,041 Shares 5,491 Est. Cost $69.01 Unrealized +105.3%
3M Co 0.0%
Value ($000) $899 Shares 3,820 Est. Cost $109.45 Unrealized
FedEx Corp 0.0%
Value ($000) $889 Shares 3,563 Est. Cost $98.64 Unrealized
ROL Rollins Inc 0.0%
Value ($000) $886 Shares 19,033 Est. Cost $7.24 Unrealized +155.7%
Barclays PLC ADR 0.0%
Value ($000) $849 Shares 77,853 Est. Cost $12.59 Unrealized
Royal Dutch Shell PLC Sp ADR B 0.0%
Value ($000) $848 Shares 12,419 Est. Cost $61.93 Unrealized
Adient PLC 0.0%
Value ($000) $809 Shares 10,285 Est. Cost $59.00 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $727 Shares 14,069 Est. Cost $56.08 Unrealized -21.9%
Douglas Emmett Inc 0.0%
Value ($000) $660 Shares 16,065 Est. Cost $25.82 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $652 Shares 7,173 Est. Cost $38.27 Unrealized +83.8%
Buckeye Partners LP 0.0%
Value ($000) $620 Shares 12,508 Est. Cost $71.41 Unrealized
EOG Resources Inc 0.0%
Value ($000) $603 Shares 5,585 Est. Cost $141.66 Unrealized
IP International Paper Co 0.0%
Value ($000) $586 Shares 10,109 Est. Cost $26.80 Unrealized +40.3%
FITB Fifth Third Bancorp 0.0%
Value ($000) $549 Shares 18,105 Est. Cost $12.91 Unrealized +66.6%
Energy Transfer Partner LP PRT 0.0%
Value ($000) $489 Shares 27,266 Est. Cost $19.58 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $473 Shares 3,261 Est. Cost $57.67 Unrealized +97.6%
BHP BHP Billiton Ltd Sp ADR 0.0%
Value ($000) $470 Shares 10,215 Est. Cost $39.81 Unrealized
Unilever NV NY 0.0%
Value ($000) $401 Shares 7,122 Est. Cost $53.29 Unrealized
RIO Rio Tinto PLC Sp ADR 0.0%
Value ($000) $390 Shares 7,362 Est. Cost $48.02 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $379 Shares 3,182 Est. Cost $65.26 Unrealized +32.2%
WHR Whirlpool Corp 0.0%
Value ($000) $371 Shares 2,198 Est. Cost $121.27 Unrealized +39.7%
AbbVie Inc 0.0%
Value ($000) $367 Shares 3,794 Est. Cost $49.66 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $351 Shares 2,140 Est. Cost $70.09 Unrealized +85.9%
Topbuild Corp 0.0%
Value ($000) $346 Shares 4,570 Est. Cost $31.14 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $303 Shares 11,088 Est. Cost $19.93 Unrealized
BKH Black Hills Corp 0.0%
Value ($000) $302 Shares 5,032 Est. Cost $30.13 Unrealized +50.9%
Medtronic PLC 0.0%
Value ($000) $297 Shares 3,681 Est. Cost $75.34 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $291 Shares 5,398 Est. Cost $29.85 Unrealized +46.3%
Nabors Industries Ltd 0.0%
Value ($000) $289 Shares 42,373 Est. Cost $9.25 Unrealized
IWR iShares Rus Mid Cap ETF 0.0%
Value ($000) $289 Shares 1,387 Est. Cost $166.78 Unrealized
STAA Staar Surgical Co 0.0%
Value ($000) $279 Shares 18,000 Est. Cost $7.31 Unrealized +103.2%
AmerisourceBergen Corp 0.0%
Value ($000) $271 Shares 2,951 Est. Cost $80.25 Unrealized
IGM iShares N America Tech ETF 0.0%
Value ($000) $246 Shares 1,457 Est. Cost $118.46 Unrealized
Antero Midstream Partners LP U 0.0%
Value ($000) $226 Shares 7,777 Est. Cost $25.75 Unrealized
MMLP Martin Midstream Partners LP 0.0%
Value ($000) $222 Shares 15,850 Est. Cost $26.93 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $221 Shares 1,450 Est. Cost $120.29 Unrealized
Priceline Group Inc 0.0%
Value ($000) $217 Shares 125 Est. Cost $1472.00 Unrealized
SPDR S&P 500 ETF Tr 0.0%
Value ($000) $213 Shares 800 Est. Cost $167.50 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $207 Shares 14,289 Est. Cost $16.05 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $207 Shares 2,363 Est. Cost $28.33 Unrealized +24.6%
IBM Intl Business Machines 0.0%
Value ($000) $192 Shares 1,253 Est. Cost $111.71 Unrealized -8.6%
Hess Corp 0.0%
Value ($000) $191 Shares 4,021 Est. Cost $47.50 Unrealized
Select Sector SPDR Healthcare 0.0%
Value ($000) $188 Shares 2,268 Est. Cost $72.75 Unrealized
Chubb Limited 0.0%
Value ($000) $178 Shares 1,215 Est. Cost $119.34 Unrealized
INDB Independent Bank Corp MA 0.0%
Value ($000) $165 Shares 2,360 Est. Cost $25.86 Unrealized +117.3%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $153 Shares 2,072 Est. Cost $57.39 Unrealized -4.0%
Marathon Petroleum Corp 0.0%
Value ($000) $147 Shares 2,234 Est. Cost $58.37 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.0%
Value ($000) $139 Shares 700 Est. Cost $130.90 Unrealized +45.1%
Select Sector SPDR Utilities 0.0%
Value ($000) $138 Shares 2,618 Est. Cost $47.24 Unrealized
Andeavor 0.0%
Value ($000) $136 Shares 1,189 Est. Cost $103.45 Unrealized
Lam Research Corp 0.0%
Value ($000) $129 Shares 700 Est. Cost $185.71 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $129 Shares 836 Est. Cost $103.92 Unrealized +34.3%
IBB iShares NASDAQ Biotec ETF 0.0%
Value ($000) $126 Shares 1,176 Est. Cost $154.85 Unrealized
Dominion Resources Inc VA New 0.0%
Value ($000) $126 Shares 1,553 Est. Cost $72.61 Unrealized
Targa Resources Corp 0.0%
Value ($000) $125 Shares 2,590 Est. Cost $31.58 Unrealized
Select Sector SPDR Financial 0.0%
Value ($000) $124 Shares 4,459 Est. Cost $20.11 Unrealized
OLN Olin Corp 0.0%
Value ($000) $115 Shares 3,241 Est. Cost $15.35 Unrealized +84.5%
Diageo PLC Sp ADR 0.0%
Value ($000) $105 Shares 717 Est. Cost $116.54 Unrealized
IPG Photonics Corp 0.0%
Value ($000) $105 Shares 491 Est. Cost $202.10 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $91 Shares 1,174 Est. Cost $56.91 Unrealized -6.2%
Select Sector SPDR Energy 0.0%
Value ($000) $87 Shares 1,203 Est. Cost $78.21 Unrealized
Monsanto Co 0.0%
Value ($000) $84 Shares 722 Est. Cost $104.90 Unrealized
C Citigroup Inc 0.0%
Value ($000) $83 Shares 1,109 Est. Cost $35.87 Unrealized +57.4%
MCD McDonalds Corp 0.0%
Value ($000) $78 Shares 453 Est. Cost $94.54 Unrealized +46.7%
QCOM Qualcomm Inc 0.0%
Value ($000) $76 Shares 1,188 Est. Cost $48.24 Unrealized +1.6%
Select Sector SPDR Materials 0.0%
Value ($000) $74 Shares 1,228 Est. Cost $48.65 Unrealized
Select Sector SPDR Industrials 0.0%
Value ($000) $68 Shares 903 Est. Cost $57.89 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $67 Shares 940 Est. Cost $49.37 Unrealized +22.2%
Halyard Health Inc 0.0%
Value ($000) $67 Shares 1,453 Est. Cost $44.57 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $66 Shares 4,311 Est. Cost $38.31 Unrealized -58.6%
Enlink Midstream Partners LP 0.0%
Value ($000) $65 Shares 4,204 Est. Cost $30.36 Unrealized
VEA Vanguard Tax Mgd FTSE Dev Mkt 0.0%
Value ($000) $64 Shares 1,419 Est. Cost $38.96 Unrealized
Valvoline Inc 0.0%
Value ($000) $64 Shares 2,570 Est. Cost $23.87 Unrealized
ModusLink Global Solutions Inc 0.0%
Value ($000) $58 Shares 23,160 Est. Cost $3.84 Unrealized
Select Sector SPDR Consumer St 0.0%
Value ($000) $56 Shares 985 Est. Cost $53.57 Unrealized
SPDR S&P Regl Banking 0.0%
Value ($000) $53 Shares 902 Est. Cost $41.56 Unrealized
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $47 Shares 45 Est. Cost $777.78 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $44 Shares 200 Est. Cost $227.14 Unrealized 0.0%
TTWO Take-Two Interactive Software 0.0%
Value ($000) $44 Shares 400 Est. Cost $109.19 Unrealized 0.0%
DAL Delta Air Lines Inc 0.0%
Value ($000) $42 Shares 750 Est. Cost $27.96 Unrealized +70.9%
Advansix Inc 0.0%
Value ($000) $42 Shares 1,005 Est. Cost $22.11 Unrealized
Ferrari NV 0.0%
Value ($000) $42 Shares 400 Est. Cost $110.00 Unrealized
Versum Materials Inc 0.0%
Value ($000) $39 Shares 1,039 Est. Cost $27.91 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $38 Shares 203 Est. Cost $117.35 Unrealized +59.7%
Uniti Group Inc 0.0%
Value ($000) $38 Shares 2,154 Est. Cost $25.87 Unrealized
Vodafone Group PLC Sp ADR 0.0%
Value ($000) $37 Shares 1,146 Est. Cost $34.38 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $36 Shares 661 Est. Cost $31.29 Unrealized +36.3%
ADI Analog Devices Inc 0.0%
Value ($000) $36 Shares 402 Est. Cost $68.21 Unrealized +11.6%
ASML Holding NV NY Registry 0.0%
Value ($000) $35 Shares 200 Est. Cost $175.00 Unrealized
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $34 Shares 349 Est. Cost $91.45 Unrealized
China Lodging Group Ltd Sp ADR 0.0%
Value ($000) $29 Shares 201 Est. Cost $144.28 Unrealized
SPDR S&P Mid Cap 400 ETF Tr 0.0%
Value ($000) $28 Shares 80 Est. Cost $225.00 Unrealized
Pentair PLC 0.0%
Value ($000) $27 Shares 378 Est. Cost $70.24 Unrealized
GAP Gap Inc 0.0%
Value ($000) $26 Shares 750 Est. Cost $18.66 Unrealized +20.2%
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $25 Shares 194 Est. Cost $65.10 Unrealized +66.7%
Nordstrom Inc 0.0%
Value ($000) $25 Shares 528 Est. Cost $62.25 Unrealized
PKG Packaging Corp America 0.0%
Value ($000) $24 Shares 200 Est. Cost $87.21 Unrealized +4.2%
Waste Management Inc 0.0%
Value ($000) $23 Shares 261 Est. Cost $62.99 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $21 Shares 147 Est. Cost $51.33 Unrealized +103.9%
Select Sector SPDR Tr Real Est 0.0%
Value ($000) $21 Shares 633 Est. Cost $33.18 Unrealized
CC Chemours Co 0.0%
Value ($000) $20 Shares 400 Est. Cost $31.72 Unrealized +21.0%
Xerox Corp 0.0%
Value ($000) $20 Shares 687 Est. Cost $28.11 Unrealized
Vaneck Vectors ETF Tr Oil Serv 0.0%
Value ($000) $17 Shares 654 Est. Cost $28.65 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $16 Shares 200 Est. Cost $59.68 Unrealized -2.0%
AXP American Express Co 0.0%
Value ($000) $16 Shares 163 Est. Cost $62.53 Unrealized +36.3%
PLXS Plexus Corp 0.0%
Value ($000) $15 Shares 240 Est. Cost $49.47 Unrealized +22.5%
Dell Technologies Inc Cl V 0.0%
Value ($000) $15 Shares 184 Est. Cost $48.91 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $14 Shares 193 Est. Cost $55.89 Unrealized
McKesson Corp 0.0%
Value ($000) $13 Shares 82 Est. Cost $160.08 Unrealized
Anheuser-Busch InBev SA NV Sp 0.0%
Value ($000) $13 Shares 119 Est. Cost $109.46 Unrealized
MLCO Melco Resort Entertainment Ltd 0.0%
Value ($000) $12 Shares 401 Est. Cost $22.50 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $11 Shares 360 Est. Cost $19.45 Unrealized -4.4%
HP Helmerich & Payne Inc 0.0%
Value ($000) $11 Shares 174 Est. Cost $90.81 Unrealized -38.3%
CNDT Conduent Inc 0.0%
Value ($000) $9 Shares 530 Est. Cost $15.22 Unrealized +2.8%
iShares MSCI Jpn ETF 0.0%
Value ($000) $7 Shares 117 Est. Cost $52.17 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $6 Shares 49 Est. Cost $122.45 Unrealized
Windstream Holdings Inc 0.0%
Value ($000) $3 Shares 1,760 Est. Cost $6.38 Unrealized
TELFY Telefonica SA Sp ADR 0.0%
Value ($000) $3 Shares 330 Est. Cost $15.07 Unrealized
Hp Inc 0.0%
Value ($000) $3 Shares 151 Est. Cost $13.61 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $2 Shares 145 Est. Cost $20.98 Unrealized
NNN National Retail Properties Inc 0.0%
Value ($000) $2 Shares 36 Est. Cost $35.01 Unrealized
Micro Focus International PLC 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
CenturyLink Inc 0.0%
Value ($000) $1 Shares 79 Est. Cost $34.85 Unrealized
CVR Partners LP 0.0%
Value ($000) $1 Shares 424 Est. Cost $7.95 Unrealized
Dxc Technology Co 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
Freeport-McMoran Inc Cl B 0.0%
Value ($000) $1 Shares 44 Est. Cost $34.92 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $0 Shares 68 Est. Cost $14.71 Unrealized
UUUU Energy Fuels Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.17 Unrealized -73.4%
Soleno Therapeutics Inc Wt S E 0.0%
Value ($000) $0 Shares 2,197 Est. Cost $0.18 Unrealized
California Resources Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost $16.26 Unrealized
Senior Housing Properties Trus 0.0%
Value ($000) $0 Shares 26 Est. Cost $24.77 Unrealized