DAVIDSON INVESTMENT ADVISORS Diversified Active

CIK: 0001140771 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 14, 2015

Total Value ($000): $665,379 (100.0% shares, 0.0% debt)

Holdings (204)

AAPL APPLE INC 3.7%
Value ($000) $24,373 Shares 194,354 Est. Cost $22.81 Unrealized +25.2%
GENERAL ELECTRIC 3.1%
Value ($000) $20,912 Shares 787,147 Est. Cost $23.53 Unrealized
JPM J P MORGAN CHASE & CO 2.8%
Value ($000) $18,819 Shares 277,772 Est. Cost $42.01 Unrealized +17.0%
PEP PEPSICO INC 2.2%
Value ($000) $14,443 Shares 154,763 Est. Cost $56.32 Unrealized +23.1%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $14,233 Shares 146,058 Est. Cost $60.45 Unrealized +23.2%
STT STATE STREET CORP 2.1%
Value ($000) $14,168 Shares 184,035 Est. Cost $45.24 Unrealized +27.4%
MS MORGAN STANLEY 2.1%
Value ($000) $13,667 Shares 352,418 Est. Cost $17.64 Unrealized +60.9%
WFC WELLS FARGO & COMPANY DEL 2.0%
Value ($000) $13,630 Shares 242,392 Est. Cost $27.73 Unrealized +49.2%
PFE PFIZER 2.0%
Value ($000) $13,515 Shares 403,163 Est. Cost $17.11 Unrealized +21.4%
GOOGLE INC CL C 2.0%
Value ($000) $13,489 Shares 25,921 Est. Cost $560.81 Unrealized
GIS GENERAL MILLS INC 1.8%
Value ($000) $12,005 Shares 215,514 Est. Cost $34.68 Unrealized +11.9%
CCL CARNIVAL CORP PAIRED CTF 1.8%
Value ($000) $11,931 Shares 241,612 Est. Cost $27.85 Unrealized +45.8%
TIME WARNER CABLE INC 1.8%
Value ($000) $11,928 Shares 66,962 Est. Cost $124.56 Unrealized
STWD STARWOOD PROPERTY TRUST INC 1.7%
Value ($000) $11,477 Shares 532,119 Est. Cost $24.66 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $11,030 Shares 249,893 Est. Cost $30.01 Unrealized +31.0%
CVX CHEVRON CORP 1.7%
Value ($000) $11,013 Shares 114,192 Est. Cost $70.61 Unrealized -5.9%
FRCB FIRST REPUBLIC BANK SAN FRANCISCO CA 1.6%
Value ($000) $10,849 Shares 172,175 Est. Cost $39.37 Unrealized +45.1%
UPS UNITED PARCEL SERVICE 1.6%
Value ($000) $10,346 Shares 106,779 Est. Cost $55.87 Unrealized +21.2%
GOOGLE INC CL A 1.5%
Value ($000) $9,864 Shares 18,270 Est. Cost $879.42 Unrealized
DHI DR HORTON INC 1.5%
Value ($000) $9,667 Shares 353,424 Est. Cost $19.08 Unrealized +25.3%
SLB SCHLUMBERGER LIMITED 1.4%
Value ($000) $9,226 Shares 107,073 Est. Cost $54.26 Unrealized +23.1%
CPT CAMDEN PROPERTY TRUST 1.4%
Value ($000) $9,187 Shares 123,729 Est. Cost $42.93 Unrealized +16.1%
INFORMATICA CORP 1.2%
Value ($000) $8,242 Shares 170,084 Est. Cost $35.55 Unrealized
BAX BAXTER INTERNATIONAL 1.2%
Value ($000) $8,181 Shares 117,027 Est. Cost $30.50 Unrealized +3.2%
FTNT FORTINET INC 1.2%
Value ($000) $8,108 Shares 196,277 Est. Cost $3.83 Unrealized +102.8%
DVN DEVON ENERGY 1.2%
Value ($000) $8,041 Shares 135,218 Est. Cost $37.40 Unrealized +18.3%
MLM MARTIN MARIETTA MATERIALS INC 1.2%
Value ($000) $8,032 Shares 56,779 Est. Cost $94.50 Unrealized +42.0%
PM PHILIP MORRIS INTERNATIONAL INC 1.1%
Value ($000) $7,412 Shares 92,479 Est. Cost $48.75 Unrealized -0.9%
ZTS ZOETIS INC 1.1%
Value ($000) $7,370 Shares 152,885 Est. Cost $29.16 Unrealized +50.8%
MCHP MICROCHIP TECHNOLOGY INC 1.1%
Value ($000) $7,355 Shares 155,152 Est. Cost $14.10 Unrealized +39.1%
EXPRESS SCRIPTS HOLDING CO 1.0%
Value ($000) $6,935 Shares 78,013 Est. Cost $62.12 Unrealized
CHIMERA INVT CORP NEW 1.0%
Value ($000) $6,815 Shares 497,288 Est. Cost $13.70 Unrealized
MBB ISHARES BARCLAYS MBS BOND FD (MBB) 1.0%
Value ($000) $6,711 Shares 61,809 Est. Cost $105.27 Unrealized
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $6,665 Shares 56,944 Est. Cost $47.46 Unrealized +60.1%
MMM 3M CO 1.0%
Value ($000) $6,365 Shares 41,268 Est. Cost $62.87 Unrealized +50.8%
FLEETMATICS 0.9%
Value ($000) $6,294 Shares 134,435 Est. Cost $45.13 Unrealized
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $6,192 Shares 43,731 Est. Cost $79.55 Unrealized +47.6%
INTU INTUIT INC 0.9%
Value ($000) $6,138 Shares 60,937 Est. Cost $56.00 Unrealized +67.5%
TWENTY FIRST CENTURY FOX INC CL A 0.9%
Value ($000) $6,072 Shares 186,660 Est. Cost $34.23 Unrealized
UNITED TECHNOLOGIES 0.9%
Value ($000) $5,960 Shares 53,747 Est. Cost $93.97 Unrealized
SLAB SILICON LABORATORIES INC 0.9%
Value ($000) $5,891 Shares 109,115 Est. Cost $53.36 Unrealized +0.2%
MAXIM INTEGRATED PRODUCTS 0.9%
Value ($000) $5,877 Shares 170,033 Est. Cost $27.94 Unrealized
CAT CATERPILLAR INC 0.9%
Value ($000) $5,874 Shares 69,277 Est. Cost $62.39 Unrealized +5.6%
WAT WATERS CORP 0.9%
Value ($000) $5,755 Shares 44,848 Est. Cost $96.43 Unrealized +34.6%
PFG PRINCIPAL FINANCIAL GROUP INC 0.8%
Value ($000) $5,581 Shares 108,860 Est. Cost $23.91 Unrealized +46.5%
BFH ALLIANCE DATA SYSTEM CORP 0.8%
Value ($000) $5,578 Shares 19,118 Est. Cost $143.36 Unrealized +44.1%
ETN EATON CORP PLC 0.8%
Value ($000) $5,548 Shares 82,246 Est. Cost $47.25 Unrealized +16.7%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $5,499 Shares 200,384 Est. Cost $15.45 Unrealized +33.5%
PCAR PACCAR INC 0.8%
Value ($000) $5,430 Shares 85,136 Est. Cost $22.09 Unrealized +30.2%
DKS DICKS SPORTING GOODS INC 0.8%
Value ($000) $5,320 Shares 102,801 Est. Cost $37.52 Unrealized +10.5%
INTERPUBLIC GROUP OF COMPANIES 0.8%
Value ($000) $5,263 Shares 273,240 Est. Cost $9.28 Unrealized +51.2%
LEVEL 3 COMMUNICATIONS INC (NEW) 0.8%
Value ($000) $5,245 Shares 99,660 Est. Cost $49.45 Unrealized
SRE SEMPRA ENERGY 0.8%
Value ($000) $5,204 Shares 52,617 Est. Cost $31.27 Unrealized +21.0%
ATI ALLEGHENY TECHNOLOGIES INC 0.8%
Value ($000) $5,171 Shares 171,305 Est. Cost $28.87 Unrealized +10.5%
XOM EXXON MOBIL 0.8%
Value ($000) $5,044 Shares 60,650 Est. Cost $53.94 Unrealized +0.7%
WMT WAL-MART 0.7%
Value ($000) $4,982 Shares 70,257 Est. Cost $20.09 Unrealized +3.9%
RWT REDWOOD TRUST INC REITS 0.7%
Value ($000) $4,844 Shares 308,672 Est. Cost $18.29 Unrealized
BUFFALO WILD WINGS INC 0.7%
Value ($000) $4,827 Shares 30,824 Est. Cost $111.16 Unrealized
LABORATORY CORP OF AMER HLDGS 0.7%
Value ($000) $4,810 Shares 39,701 Est. Cost $100.50 Unrealized
ENERGIZER HOLDINGS INC 0.7%
Value ($000) $4,797 Shares 36,495 Est. Cost $100.08 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $4,745 Shares 30,935 Est. Cost $74.84 Unrealized +57.1%
PRAXAIR INC 0.7%
Value ($000) $4,718 Shares 39,484 Est. Cost $115.96 Unrealized
CHD CHURCH & DWIGHT CO INC 0.7%
Value ($000) $4,438 Shares 54,731 Est. Cost $26.45 Unrealized +37.6%
BAKER HUGHES INC 0.7%
Value ($000) $4,367 Shares 70,824 Est. Cost $47.11 Unrealized
STARWOOD WAYPOINT RESIDENTIAL TR 0.7%
Value ($000) $4,326 Shares 182,200 Est. Cost $26.93 Unrealized
F FORD MOTOR CO 0.6%
Value ($000) $4,231 Shares 282,041 Est. Cost $7.90 Unrealized +10.8%
FDX FEDEX CORPORATION 0.6%
Value ($000) $4,136 Shares 24,289 Est. Cost $84.30 Unrealized +76.0%
ROYAL DUTCH SHELL PLC-CL A ADR 0.5%
Value ($000) $3,655 Shares 64,153 Est. Cost $64.77 Unrealized
DUPONT 0.5%
Value ($000) $3,568 Shares 55,834 Est. Cost $52.59 Unrealized
CMCSA COMCAST CORP CL A NEW 0.5%
Value ($000) $3,392 Shares 56,441 Est. Cost $19.81 Unrealized +16.0%
PLUM CREEK TIMBER 0.5%
Value ($000) $3,382 Shares 83,413 Est. Cost $42.77 Unrealized
MARATHON OIL CORP 0.5%
Value ($000) $3,382 Shares 127,488 Est. Cost $33.50 Unrealized
WWD WOODWARD GOVERNOR CO 0.5%
Value ($000) $3,116 Shares 56,730 Est. Cost $37.21 Unrealized +28.3%
XILINX INC 0.5%
Value ($000) $3,051 Shares 69,150 Est. Cost $42.34 Unrealized
MDU MDU RESOURCES GROUP INC 0.5%
Value ($000) $3,038 Shares 155,668 Est. Cost $5.81 Unrealized -0.3%
TRNO TERRENO REALTY CORP 0.5%
Value ($000) $3,035 Shares 154,237 Est. Cost $18.43 Unrealized
FLS FLOWSERVE CORP 0.4%
Value ($000) $2,934 Shares 55,785 Est. Cost $45.17 Unrealized 0.0%
COBIZ FINANCIAL INC 0.4%
Value ($000) $2,893 Shares 221,649 Est. Cost $8.57 Unrealized
LVS LAS VEGAS SANDS CORP 0.4%
Value ($000) $2,881 Shares 54,855 Est. Cost $39.49 Unrealized 0.0%
REALPAGE INC 0.4%
Value ($000) $2,866 Shares 150,472 Est. Cost $19.06 Unrealized
MASI MASIMO CORPORATION 0.4%
Value ($000) $2,817 Shares 72,800 Est. Cost $21.96 Unrealized +63.1%
CAPELLA EDUCATION COMPANY 0.4%
Value ($000) $2,789 Shares 52,015 Est. Cost $49.19 Unrealized
PCH POTLATCH HOLDINGS INC (NEW) 0.4%
Value ($000) $2,771 Shares 78,510 Est. Cost $35.29 Unrealized
FIRST CASH FINL SVCS INC 0.4%
Value ($000) $2,636 Shares 57,887 Est. Cost $47.56 Unrealized
SELECT COMFORT CORPORATION 0.4%
Value ($000) $2,625 Shares 87,415 Est. Cost $25.05 Unrealized
USPH US PHYSICAL THERAPY INC 0.4%
Value ($000) $2,595 Shares 47,455 Est. Cost $29.02 Unrealized +70.6%
AIRGAS INC 0.3%
Value ($000) $2,293 Shares 21,705 Est. Cost $100.35 Unrealized
SSD SIMPSON MFG CO INC 0.3%
Value ($000) $2,283 Shares 67,225 Est. Cost $26.73 Unrealized +13.8%
INNERWORKINGS INC 0.3%
Value ($000) $2,230 Shares 334,840 Est. Cost $8.98 Unrealized
HORIZON PHARMA PLC 0.3%
Value ($000) $2,089 Shares 60,215 Est. Cost $12.25 Unrealized
ALK ALASKA AIRGROUP INC 0.3%
Value ($000) $1,865 Shares 28,980 Est. Cost $59.28 Unrealized -0.2%
DIGITAL GLOBE INC 0.3%
Value ($000) $1,798 Shares 64,810 Est. Cost $28.72 Unrealized
FLIR SYSTEMS INC 0.3%
Value ($000) $1,777 Shares 57,735 Est. Cost $29.35 Unrealized
LPLA LPL FINANCIAL HOLDINGS INC 0.3%
Value ($000) $1,775 Shares 38,240 Est. Cost $40.49 Unrealized +6.8%
WADDELL & REED FINANCIAL - A 0.3%
Value ($000) $1,717 Shares 36,334 Est. Cost $47.12 Unrealized
IRBTQ IROBOT CORP 0.2%
Value ($000) $1,582 Shares 49,705 Est. Cost $38.33 Unrealized -14.4%
QRVO QORVO INC 0.2%
Value ($000) $1,575 Shares 19,657 Est. Cost $71.21 Unrealized +8.9%
TEXTURA CORP 0.2%
Value ($000) $1,561 Shares 56,195 Est. Cost $27.78 Unrealized
IMAX IMAX CORP 0.2%
Value ($000) $1,558 Shares 38,762 Est. Cost $26.80 Unrealized +44.9%
SVB FINANCIAL GROUP 0.2%
Value ($000) $1,551 Shares 10,785 Est. Cost $84.58 Unrealized
VALSPAR CORP 0.2%
Value ($000) $1,524 Shares 18,655 Est. Cost $82.56 Unrealized
SPSC SPS COMMERCE INC 0.2%
Value ($000) $1,479 Shares 22,532 Est. Cost $28.13 Unrealized +19.5%
ATHENAHEALTH INC 0.2%
Value ($000) $1,466 Shares 12,823 Est. Cost $120.26 Unrealized
CBKCQ CHRISTOPHER & BANKS 0.2%
Value ($000) $1,363 Shares 340,940 Est. Cost $5.93 Unrealized -7.5%
SFM SPROUTS FARMERS MARKET INC 0.2%
Value ($000) $1,323 Shares 49,165 Est. Cost $30.52 Unrealized +0.6%
YELP YELP INC CL A 0.2%
Value ($000) $1,089 Shares 25,380 Est. Cost $58.53 Unrealized -20.7%
CVGW CALAVO GROWERS INC 0.2%
Value ($000) $1,068 Shares 20,620 Est. Cost $22.14 Unrealized +94.7%
WHITING PETROLEUM 0.2%
Value ($000) $1,049 Shares 31,338 Est. Cost $50.29 Unrealized
GDOT GREEN DOT CORP 0.1%
Value ($000) $978 Shares 51,290 Est. Cost $17.73 Unrealized -8.5%
NVEC NVE CORPORATION 0.1%
Value ($000) $961 Shares 12,310 Est. Cost $58.55 Unrealized +20.8%
BLUE NILE INC 0.1%
Value ($000) $947 Shares 31,280 Est. Cost $38.87 Unrealized
NKE NIKE INC 0.1%
Value ($000) $934 Shares 8,653 Est. Cost $26.53 Unrealized +68.9%
USA TECHNOLOGIES INC COM NO PAR 0.1%
Value ($000) $897 Shares 333,825 Est. Cost $1.96 Unrealized
SUPERIOR ENERGY SERVICES INC 0.1%
Value ($000) $895 Shares 42,696 Est. Cost $25.64 Unrealized
EVERYDAY HEALTH INC 0.1%
Value ($000) $802 Shares 62,940 Est. Cost $12.81 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $795 Shares 6,975 Est. Cost $58.09 Unrealized +72.2%
ORCL ORACLE INC 0.1%
Value ($000) $794 Shares 19,716 Est. Cost $29.44 Unrealized +25.7%
IGIB ISHARES BARCLAYS INTERM CREDIT BD FD (CIU) 0.1%
Value ($000) $763 Shares 7,011 Est. Cost $107.74 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $700 Shares 8,035 Est. Cost $92.74 Unrealized 0.0%
IGSB ISHARES BARCLAYS 1-3 YEAR CR BD FD (CSJ) 0.1%
Value ($000) $484 Shares 4,614 Est. Cost $105.05 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $449 Shares 6,697 Est. Cost $30.41 Unrealized +39.2%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $429 Shares 3,033 Est. Cost $59.99 Unrealized +83.9%
DE DEERE & COMPANY 0.1%
Value ($000) $427 Shares 4,400 Est. Cost $68.71 Unrealized +9.7%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.1%
Value ($000) $414 Shares 2,550 Est. Cost $114.70 Unrealized -10.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $373 Shares 3,530 Est. Cost $65.15 Unrealized +16.4%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $309 Shares 6,302 Est. Cost $31.10 Unrealized +26.5%
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $265 Shares 9,050 Est. Cost $19.12 Unrealized +1.0%
APACHE CORP 0.0%
Value ($000) $236 Shares 4,103 Est. Cost $83.54 Unrealized
MRK MERCK & CO INC (NEW) 0.0%
Value ($000) $231 Shares 4,063 Est. Cost $33.78 Unrealized +19.1%
HD HOME DEPOT INC 0.0%
Value ($000) $200 Shares 1,800 Est. Cost $84.11 Unrealized +3.5%
T AT&T INC 0.0%
Value ($000) $194 Shares 5,498 Est. Cost $11.43 Unrealized +6.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $194 Shares 3,169 Est. Cost $45.58 Unrealized +1.8%
PALL CORP 0.0%
Value ($000) $186 Shares 1,500 Est. Cost $66.73 Unrealized
TIME WARNER INC 0.0%
Value ($000) $175 Shares 2,013 Est. Cost $57.96 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $174 Shares 5,775 Est. Cost $22.60 Unrealized +11.1%
USB US BANCORP DEL (NEW) 0.0%
Value ($000) $151 Shares 3,500 Est. Cost $27.05 Unrealized +10.5%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $146 Shares 4,500 Est. Cost $27.49 Unrealized +0.9%
SYK STRYKER CORP 0.0%
Value ($000) $143 Shares 1,500 Est. Cost $79.73 Unrealized +5.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $140 Shares 1,908 Est. Cost $58.19 Unrealized +1.0%
CVS CVS CAREMARK CORP 0.0%
Value ($000) $137 Shares 1,315 Est. Cost $41.44 Unrealized +81.6%
TIP ISHARES BARCLAYS TIPS FUND (TIP) 0.0%
Value ($000) $135 Shares 1,205 Est. Cost $112.03 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $129 Shares 3,575 Est. Cost $27.58 Unrealized +2.5%
MET METLIFE INC 0.0%
Value ($000) $118 Shares 2,113 Est. Cost $24.43 Unrealized +35.6%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $116 Shares 2,524 Est. Cost $27.67 Unrealized +2.4%
HYG ISHARES IBOXX HIGH YIELD CORP BD FD (HYG) 0.0%
Value ($000) $115 Shares 1,300 Est. Cost $90.15 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $113 Shares 1,755 Est. Cost $37.12 Unrealized +46.3%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $103 Shares 1,065 Est. Cost $96.08 Unrealized
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $102 Shares 1,474 Est. Cost $37.25 Unrealized +53.9%
DOW CHEMICAL CO 0.0%
Value ($000) $98 Shares 1,945 Est. Cost $33.46 Unrealized
TM TOYOTA MTR CORP ADR 2 COM 0.0%
Value ($000) $93 Shares 700 Est. Cost $132.86 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $92 Shares 1,940 Est. Cost $30.86 Unrealized +8.7%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $89 Shares 1,690 Est. Cost $30.44 Unrealized +24.8%
AFL AFLAC CORP 0.0%
Value ($000) $89 Shares 1,437 Est. Cost $20.11 Unrealized +22.5%
EQIX EQUINIX INC * PAR $0.001 0.0%
Value ($000) $83 Shares 330 Est. Cost $198.92 Unrealized 0.0%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $78 Shares 720 Est. Cost $67.30 Unrealized +50.8%
PNC PNC FINANCIAL SVCS GROUP INC 0.0%
Value ($000) $75 Shares 791 Est. Cost $47.34 Unrealized +43.0%
IJH ISHARES S&P MID CAP 400 INDEX (IJH) 0.0%
Value ($000) $75 Shares 504 Est. Cost $119.81 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $72 Shares 884 Est. Cost $59.06 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $62 Shares 800 Est. Cost $55.11 Unrealized 0.0%
HEWLETT-PACKARD CO 0.0%
Value ($000) $59 Shares 1,980 Est. Cost $32.15 Unrealized
BA BOEING CO 0.0%
Value ($000) $55 Shares 400 Est. Cost $80.37 Unrealized +60.3%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $50 Shares 1,011 Est. Cost $44.18 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $49 Shares 742 Est. Cost $62.92 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL SP ADR 0.0%
Value ($000) $41 Shares 700 Est. Cost $51.43 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $41 Shares 600 Est. Cost $68.33 Unrealized
EFA ISHARES MSCI EAFE INDEX FD (EFA) 0.0%
Value ($000) $39 Shares 625 Est. Cost $62.40 Unrealized
IRM IRON MOUNTAIN INC NEW * 0.0%
Value ($000) $36 Shares 1,170 Est. Cost $19.10 Unrealized 0.0%
CBS CORP CL B 0.0%
Value ($000) $33 Shares 600 Est. Cost $55.00 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $32 Shares 426 Est. Cost $56.07 Unrealized 0.0%
NORDSTROM INC 0.0%
Value ($000) $29 Shares 400 Est. Cost $72.50 Unrealized
DISCOVERY COMMUNICATIONS CLASS C 0.0%
Value ($000) $29 Shares 950 Est. Cost $56.32 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $29 Shares 600 Est. Cost $19.11 Unrealized +32.2%
CELGENE CORP 0.0%
Value ($000) $27 Shares 237 Est. Cost $109.65 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FND (IWD) 0.0%
Value ($000) $27 Shares 266 Est. Cost $101.50 Unrealized
CTSH COGNIZANT TECH SOLUTIONS CORP 0.0%
Value ($000) $26 Shares 438 Est. Cost $55.65 Unrealized 0.0%
BMO BANK OF MONTREAL 0.0%
Value ($000) $25 Shares 426 Est. Cost $36.25 Unrealized +12.5%
GLW CORNING INC 0.0%
Value ($000) $25 Shares 1,275 Est. Cost $13.82 Unrealized +16.6%
AAP ADVANCE AUTO PARTS 0.0%
Value ($000) $25 Shares 163 Est. Cost $133.61 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $24 Shares 575 Est. Cost $42.79 Unrealized -12.3%
BRK/B BERKSHIRE HATHAWAY INC CL B NEW 0.0%
Value ($000) $23 Shares 171 Est. Cost $142.63 Unrealized 0.0%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $23 Shares 280 Est. Cost $79.81 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $21 Shares 300 Est. Cost $59.70 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $20 Shares 450 Est. Cost $42.98 Unrealized -4.8%
GT GOODYEAR TIRE & RUBBER 0.0%
Value ($000) $17 Shares 575 Est. Cost $25.47 Unrealized +16.7%
HSY HERSHEY FOOD CORP 0.0%
Value ($000) $17 Shares 200 Est. Cost $65.69 Unrealized +11.2%
FMS FRESNIUS MEDICAL CARE AG 0.0%
Value ($000) $16 Shares 400 Est. Cost $40.00 Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $16 Shares 415 Est. Cost $42.83 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $16 Shares 200 Est. Cost $53.68 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $15 Shares 200 Est. Cost $55.00 Unrealized +9.0%
UBIQUITI NETWORKS 0.0%
Value ($000) $15 Shares 500 Est. Cost $32.53 Unrealized
LYV LIVE NATION 0.0%
Value ($000) $13 Shares 500 Est. Cost $27.31 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE (IWN) 0.0%
Value ($000) $13 Shares 137 Est. Cost $94.89 Unrealized
BEMIS INC 0.0%
Value ($000) $11 Shares 254 Est. Cost $43.31 Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $88.00 Unrealized
JC PENNEY 0.0%
Value ($000) $10 Shares 1,200 Est. Cost $8.33 Unrealized
CL COLGATE PALMOLIVE 0.0%
Value ($000) $9 Shares 140 Est. Cost $44.38 Unrealized +19.4%
ADM ARCHER DANIELS MIDLAND 0.0%
Value ($000) $9 Shares 190 Est. Cost $23.98 Unrealized +53.6%
EQUITY COMMONWEALTH * SHS BEN INT 0.0%
Value ($000) $9 Shares 375 Est. Cost $24.00 Unrealized
MAA MID-AMER APARTMENT COMMUNITIES 0.0%
Value ($000) $8 Shares 121 Est. Cost $47.75 Unrealized +9.5%
TIME INC NEW 0.0%
Value ($000) $5 Shares 251 Est. Cost $23.90 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.33 Unrealized
SMITH & WESSON 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
SEVENTY SEVEN ENERGY INC 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized