Camelot Portfolios, LLC Diversified Active

Location: Maumee, OH

CIK: 0001569766 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 9, 2016

Total Value: $163M (100.0% shares, 0.0% debt)

Holdings (161)

Appearance of red cell denotes potential non-compliant field. 6.0%
Value $9.731M Shares 665,568 Est. Cost $14.08 Unrealized
COHEN & STEERS REIT & PREFERRED INCOME (RNP) 5.0%
Value $8.087M Shares 427,439 Est. Cost $18.44 Unrealized
EATON VANCE LTD DURATION INCOME FUND (EVV) 4.1%
Value $6.701M Shares 508,417 Est. Cost $12.76 Unrealized
DIVERSIFIED REAL ASSET INCOME (XDRAX) 3.3%
Value $5.439M Shares 344,212 Est. Cost $15.52 Unrealized
AMERICAN CAPITAL LTD (ACAS) 2.8%
Value $4.624M Shares 303,436 Est. Cost $13.79 Unrealized
APOLLO INVESTMENT CORP (AINV) 2.8%
Value $4.557M Shares 821,158 Est. Cost $5.22 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS) 2.4%
Value $3.987M Shares 84,123 Est. Cost $46.97 Unrealized
DEUTSCHE MULTI-MARKET INCOME (KMM) 2.3%
Value $3.804M Shares 479,636 Est. Cost $7.64 Unrealized
PSEC PROSPECT CAPITAL CORP (PSEC) 2.3%
Value $3.695M Shares 508,305 Est. Cost $2.11 Unrealized -4.9%
FRONTIER COMMUNICATIONS CORP (FTR) 2.0%
Value $3.259M Shares 583,087 Est. Cost $4.67 Unrealized
AAPL APPLE INC (AAPL) 2.0%
Value $3.229M Shares 29,628 Est. Cost $25.57 Unrealized -11.8%
F FORD MOTOR CO (F) 1.9%
Value $3.023M Shares 223,913 Est. Cost $8.21 Unrealized -9.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF (VCSH) 1.7%
Value $2.816M Shares 35,190 Est. Cost $79.05 Unrealized
IQ US REAL ESTATE SMALL CAP ETF (ROOF) 1.7%
Value $2.722M Shares 108,676 Est. Cost $24.41 Unrealized
BLACKROCK MUNI INC INV QTY TRUST (BAF) 1.7%
Value $2.69M Shares 175,800 Est. Cost $14.79 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIV ETF (DEM) 1.6%
Value $2.528M Shares 72,584 Est. Cost $31.63 Unrealized
EMR EMERSON ELECTRIC CO (EMR) 1.5%
Value $2.422M Shares 44,533 Est. Cost $36.51 Unrealized +2.4%
INVESCO SENIOR INCOME TRUST (VVR) 1.5%
Value $2.404M Shares 595,037 Est. Cost $4.04 Unrealized
XOM EXXON MOBIL CORP (XOM) 1.5%
Value $2.368M Shares 28,327 Est. Cost $51.39 Unrealized +1.1%
EXC EXELON CORP (EXC) 1.4%
Value $2.353M Shares 65,625 Est. Cost $14.18 Unrealized +11.7%
BLACKROCK CORE BOND (BHK) 1.3%
Value $2.196M Shares 164,035 Est. Cost $12.64 Unrealized
ORANY ORANGE SA (ORAN) 1.3%
Value $2.131M Shares 122,609 Est. Cost $14.29 Unrealized
KAYNE ANDERSON ENERGY TOTAL RETURN (KYE) 1.3%
Value $2.121M Shares 260,525 Est. Cost $8.46 Unrealized
WP GLIMCHER INC (WPG) 1.2%
Value $1.998M Shares 210,539 Est. Cost $10.59 Unrealized
COHEN & STEERS INFRASTRUCTURE (UTF) 1.1%
Value $1.817M Shares 91,699 Est. Cost $19.08 Unrealized
ANNALY CAPITAL MANAGEMENT INC (NLY) 1.1%
Value $1.809M Shares 176,272 Est. Cost $9.38 Unrealized
VO VANGUARD MID-CAP ETF (VO) 1.0%
Value $1.707M Shares 14,081 Est. Cost $102.61 Unrealized
TWO HARBORS INVESTMENT CORP (TWO) 0.9%
Value $1.45M Shares 182,565 Est. Cost $8.10 Unrealized
KMI KINDER MORGAN INC (KMI) 0.9%
Value $1.428M Shares 79,969 Est. Cost $14.29 Unrealized -30.4%
QCOM QUALCOMM INC (QCOM) 0.9%
Value $1.4M Shares 27,366 Est. Cost $44.99 Unrealized -17.9%
CALAMOS CONVERTIBLE OPPS & INCOME (CHI) 0.9%
Value $1.398M Shares 147,329 Est. Cost $11.66 Unrealized
VTR VENTAS INC (VTR) 0.9%
Value $1.397M Shares 22,181 Est. Cost $34.92 Unrealized +5.0%
THE PRICELINE GROUP INC (PCLN) 0.8%
Value $1.369M Shares 1,062 Est. Cost $1170.75 Unrealized
AMZN AMAZON.COM INC (AMZN) 0.8%
Value $1.36M Shares 2,291 Est. Cost $21.57 Unrealized +31.6%
CX CEMEX SAB DE CV (CX) 0.8%
Value $1.31M Shares 179,940 Est. Cost $7.78 Unrealized
FDM FIRST TRUST DOW JONES SEL MICROCAP ETF (FDM) 0.8%
Value $1.285M Shares 38,848 Est. Cost $32.91 Unrealized
VTV VANGUARD VALUE ETF (VTV) 0.8%
Value $1.27M Shares 15,418 Est. Cost $72.32 Unrealized
TATA MOTORS LTD (TTM) 0.8%
Value $1.251M Shares 43,063 Est. Cost $33.72 Unrealized
VB VANGUARD SMALL-CAP ETF (VB) 0.8%
Value $1.224M Shares 10,975 Est. Cost $101.53 Unrealized
GLAXOSMITHKLINE PLC (GSK) 0.7%
Value $1.219M Shares 30,051 Est. Cost $40.35 Unrealized
VUG VANGUARD GROWTH ETF (VUG) 0.7%
Value $1.18M Shares 11,082 Est. Cost $85.38 Unrealized
SPECTRA ENERGY CORP (SE) 0.7%
Value $1.145M Shares 37,434 Est. Cost $25.41 Unrealized
NSC NORFOLK SOUTHERN CORP (NSC) 0.7%
Value $1.142M Shares 13,717 Est. Cost $63.31 Unrealized -2.8%
SO SOUTHERN CO (SO) 0.7%
Value $1.118M Shares 21,621 Est. Cost $28.66 Unrealized +12.4%
VSS VANGUARD FTSE ALL-WORLD EX-US SM-CP ETF (VSS) 0.7%
Value $1.114M Shares 11,934 Est. Cost $94.15 Unrealized
DVN DEVON ENERGY CORP (DVN) 0.7%
Value $1.093M Shares 39,840 Est. Cost $27.83 Unrealized -39.0%
PII POLARIS INDUSTRIES INC (PII) 0.7%
Value $1.079M Shares 10,952 Est. Cost $105.57 Unrealized -17.8%
CSX CSX CORP (CSX) 0.6%
Value $1.03M Shares 39,982 Est. Cost $7.81 Unrealized -10.3%
ABBNY ABB LTD (ABB) 0.6%
Value $1.007M Shares 51,869 Est. Cost $21.15 Unrealized
AMERICA MOVIL SAB DE CV (AMX) 0.6%
Value $977K Shares 62,933 Est. Cost $14.12 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US ETF (VEU) 0.6%
Value $961K Shares 22,278 Est. Cost $46.00 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC (CMG) 0.5%
Value $891K Shares 1,893 Est. Cost $12.67 Unrealized -24.9%
FE FIRSTENERGY CORP (FE) 0.5%
Value $867K Shares 24,113 Est. Cost $22.15 Unrealized +0.6%
PANERA BREAD CO INC (PNRA) 0.5%
Value $862K Shares 4,210 Est. Cost $194.87 Unrealized
UNITED TECHNOLOGIES CORP (UTX) 0.5%
Value $827K Shares 8,266 Est. Cost $100.05 Unrealized
AMERICAN CAPITAL MORTGAGE INVESTMENT CORP (MTGE) 0.5%
Value $799K Shares 54,420 Est. Cost $13.96 Unrealized
ACRE ARES COMMERCIAL REAL ESTATE CORP (ACRE) 0.5%
Value $785K Shares 71,718 Est. Cost $11.39 Unrealized
AMERICAN CAPITAL AGENCY CORP (AGNC) 0.5%
Value $768K Shares 41,217 Est. Cost $17.35 Unrealized
ARCC ARES CAPITAL CORP (ARCC) 0.5%
Value $759K Shares 51,175 Est. Cost $5.76 Unrealized -6.8%
EPD ENTERPRISE PRODUCTS PARTNERS LP (EPD) 0.4%
Value $704K Shares 28,606 Est. Cost $25.59 Unrealized
TJX TJX COMPANIES INC (TJX) 0.4%
Value $660K Shares 8,429 Est. Cost $25.40 Unrealized +24.4%
MAGELLAN MIDSTREAM PARTNERS, L.P. (MMP) 0.4%
Value $644K Shares 9,365 Est. Cost $58.17 Unrealized
TAL INTERNATIONAL GROUP INC (TAL) 0.4%
Value $641K Shares 41,535 Est. Cost $38.91 Unrealized
BRK/B BERKSHIRE HATHAWAY INC (BRK.B) 0.4%
Value $630K Shares 4,443 Est. Cost $134.20 Unrealized -1.2%
WESTPAC BANKING CORP (WBK) 0.4%
Value $628K Shares 26,999 Est. Cost $29.26 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF (BSV) 0.4%
Value $609K Shares 7,550 Est. Cost $80.06 Unrealized
INTC INTEL CORP (INTC) 0.4%
Value $609K Shares 18,835 Est. Cost $17.23 Unrealized +41.6%
DISCOVER FINANCIAL SERVICES (DFS) 0.4%
Value $602K Shares 11,819 Est. Cost $52.85 Unrealized
ENERGY TRANSFER PARTNERS LP (ETP) 0.4%
Value $598K Shares 18,498 Est. Cost $33.75 Unrealized
CALAMOS GLOBAL DYNAMIC INCOME (CHW) 0.4%
Value $592K Shares 84,172 Est. Cost $7.16 Unrealized
TSN TYSON FOODS INC (TSN) 0.3%
Value $563K Shares 8,440 Est. Cost $32.03 Unrealized +47.5%
JPMORGAN ALERIAN MLP ETN (AMJ) 0.3%
Value $551K Shares 20,351 Est. Cost $28.95 Unrealized
POTASH CORP OF SASKATCHEWAN INC (POT) 0.3%
Value $550K Shares 32,329 Est. Cost $17.13 Unrealized
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF (EWX) 0.3%
Value $546K Shares 14,047 Est. Cost $37.74 Unrealized
WFC WELLS FARGO & CO (WFC) 0.3%
Value $543K Shares 11,231 Est. Cost $37.11 Unrealized 0.0%
DLS WISDOMTREE INTERNATIONAL SMALLCP DIV ETF (DLS) 0.3%
Value $541K Shares 9,178 Est. Cost $58.16 Unrealized
MSFT MICROSOFT CORP (MSFT) 0.3%
Value $540K Shares 9,777 Est. Cost $27.23 Unrealized +69.2%
ING ING GROEP NV (ING) 0.3%
Value $535K Shares 44,878 Est. Cost $11.46 Unrealized
GILD GILEAD SCIENCES INC (GILD) 0.3%
Value $534K Shares 5,815 Est. Cost $67.34 Unrealized -5.7%
COACH INC (COH) 0.3%
Value $508K Shares 12,666 Est. Cost $34.84 Unrealized
BLACKROCK CREDIT ALLOCATION INC (BTZ) 0.3%
Value $500K Shares 39,939 Est. Cost $12.34 Unrealized
ALLIANZGI NFJ DIV INTEREST & PREM (NFJ) 0.3%
Value $497K Shares 40,561 Est. Cost $12.39 Unrealized
BCS BARCLAYS PLC (BCS) 0.3%
Value $494K Shares 57,340 Est. Cost $12.77 Unrealized
SEADRILL LTD (SDRL) 0.3%
Value $485K Shares 146,892 Est. Cost $3.38 Unrealized
REGAL ENTERTAINMENT GROUP (RGC) 0.3%
Value $481K Shares 22,752 Est. Cost $18.50 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE (IGF) 0.3%
Value $476K Shares 12,167 Est. Cost $39.56 Unrealized
INVESCO DYNAMIC CREDIT OPPS (VTA) 0.3%
Value $474K Shares 44,079 Est. Cost $10.55 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBRAS (PBR) 0.3%
Value $469K Shares 80,238 Est. Cost $4.41 Unrealized
DYNEX CAPITAL INC (DX) 0.3%
Value $443K Shares 66,550 Est. Cost $6.34 Unrealized
MPC MARATHON PETROLEUM CORP (MPC) 0.3%
Value $439K Shares 11,812 Est. Cost $37.78 Unrealized -26.2%
OLP ONE LIBERTY PROPERTIES INC (OLP) 0.3%
Value $438K Shares 19,528 Est. Cost $21.60 Unrealized
AT&T INC (T) 0.3%
Value $429K Shares 10,952 Est. Cost $39.17 Unrealized
VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF (VNQI) 0.2%
Value $405K Shares 7,560 Est. Cost $53.98 Unrealized
KAYNE ANDERSON ENERGY DEVELOPMENT CO. (KED) 0.2%
Value $399K Shares 23,901 Est. Cost $17.54 Unrealized
IXP ISHARES GLOBAL TELECOM (IXP) 0.2%
Value $396K Shares 6,363 Est. Cost $61.35 Unrealized
DOW CHEMICAL CO (DOW) 0.2%
Value $386K Shares 7,594 Est. Cost $50.83 Unrealized
PIMCO DYNAMIC CREDIT INCOME (PCI) 0.2%
Value $384K Shares 22,045 Est. Cost $18.01 Unrealized
CSCO CISCO SYSTEMS INC (CSCO) 0.2%
Value $383K Shares 13,470 Est. Cost $19.63 Unrealized -3.5%
BLACKSTONE GROUP LP (BX) 0.2%
Value $376K Shares 13,408 Est. Cost $29.24 Unrealized
DHIL DIAMOND HILL INVESTMENT GROUP INC (DHIL) 0.2%
Value $372K Shares 2,095 Est. Cost $112.77 Unrealized -11.6%
CORRECTIONS CORP OF AMERICA (CXW) 0.2%
Value $371K Shares 11,569 Est. Cost $32.07 Unrealized
WU THE WESTERN UNION CO (WU) 0.2%
Value $366K Shares 18,989 Est. Cost $18.11 Unrealized
INVESCO MUNI INCOME OPPS TRUST (OIA) 0.2%
Value $360K Shares 46,886 Est. Cost $7.28 Unrealized
BOULDER GROWTH & INCOME (BIF) 0.2%
Value $358K Shares 45,654 Est. Cost $7.73 Unrealized
EMLP FIRST TRUST NORTH AMER ENGY INFRASETF (EMLP) 0.2%
Value $353K Shares 16,147 Est. Cost $20.19 Unrealized
PG PROCTER & GAMBLE CO (PG) 0.2%
Value $352K Shares 4,278 Est. Cost $57.03 Unrealized +8.1%
CVX CHEVRON CORP (CVX) 0.2%
Value $343K Shares 3,595 Est. Cost $63.76 Unrealized -9.9%
MRK MERCK & CO INC (MRK) 0.2%
Value $325K Shares 6,137 Est. Cost $36.77 Unrealized -2.0%
NORTHSTAR REALTY FINANCE CORP (NRF) 0.2%
Value $312K Shares 23,786 Est. Cost $17.04 Unrealized
PRUDENTIAL SHT DURATION HIGH YIELD (ISD) 0.2%
Value $308K Shares 20,000 Est. Cost $14.60 Unrealized
HBAN HUNTINGTON BANCSHARES INC (HBAN) 0.2%
Value $306K Shares 32,026 Est. Cost $4.68 Unrealized +31.0%
NORTHSTAR REALTY FINANCE CORP (NRFPRB) 0.2%
Value $298K Shares 13,300 Est. Cost $22.96 Unrealized
CAT CATERPILLAR INC (CAT) 0.2%
Value $295K Shares 3,851 Est. Cost $66.86 Unrealized -20.6%
MCD MCDONALD'S CORP (MCD) 0.2%
Value $291K Shares 2,319 Est. Cost $70.94 Unrealized +32.4%
GOVERNMENT PROPERTIES INCOME TRUST (GOV) 0.2%
Value $284K Shares 15,909 Est. Cost $15.89 Unrealized
XMYDX BLACKROCK MUNIYIELD (MYD) 0.2%
Value $279K Shares 18,000 Est. Cost $14.89 Unrealized
INVESCO MORTGAGE CAPITAL INC (IVRPRA) 0.2%
Value $258K Shares 11,500 Est. Cost $22.43 Unrealized
ICF ISHARES COHEN & STEERS REIT (ICF) 0.2%
Value $252K Shares 2,443 Est. Cost $88.31 Unrealized
BOARDWALK PIPELINE PARTNERS LP (BWP) 0.2%
Value $247K Shares 16,761 Est. Cost $12.96 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF (VT) 0.2%
Value $246K Shares 4,268 Est. Cost $57.64 Unrealized
APOLLO EDUCATION GROUP INC (APOL) 0.2%
Value $245K Shares 29,882 Est. Cost $7.69 Unrealized
JPM JPMORGAN CHASE & CO (JPM) 0.1%
Value $240K Shares 4,051 Est. Cost $49.59 Unrealized -9.5%
AXP AMERICAN EXPRESS CO (AXP) 0.1%
Value $239K Shares 3,900 Est. Cost $50.49 Unrealized 0.0%
PDM PIEDMONT OFFICE REALTY TRUST INC (PDM) 0.1%
Value $231K Shares 11,396 Est. Cost $18.94 Unrealized
AZN ASTRAZENECA PLC (AZN) 0.1%
Value $231K Shares 8,200 Est. Cost $33.90 Unrealized
FIRST TRUST VALUE LINE 100 ETF ETF (FVL) 0.1%
Value $231K Shares 11,908 Est. Cost $19.40 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX ETF (FNX) 0.1%
Value $230K Shares 4,639 Est. Cost $49.58 Unrealized
NUVEEN SHRT DURATION CRED OPPS (JSD) 0.1%
Value $227K Shares 15,000 Est. Cost $14.80 Unrealized
NUSTAR ENERGY, L.P. (NS) 0.1%
Value $224K Shares 5,535 Est. Cost $40.11 Unrealized
BA BOEING CO (BA) 0.1%
Value $224K Shares 1,764 Est. Cost $111.87 Unrealized 0.0%
DOL WISDOMTREE INTERNATIONAL LARGECP DIV ETF (DOL) 0.1%
Value $222K Shares 5,309 Est. Cost $41.82 Unrealized
PEP PEPSICO INC (PEP) 0.1%
Value $221K Shares 2,159 Est. Cost $57.04 Unrealized +28.4%
FGD FIRST TRUST DOW JONES GLOBAL SEL DIV ETF (FGD) 0.1%
Value $217K Shares 9,607 Est. Cost $21.77 Unrealized
AMPIO PHARMACEUTICALS INC (AMPE) 0.1%
Value $216K Shares 96,000 Est. Cost $3.50 Unrealized
SILVER BAY REALTY TRUST CORP (SBY) 0.1%
Value $206K Shares 13,887 Est. Cost $15.65 Unrealized
BTI BRITISH AMERICAN TOBACCO PLC (BTI) 0.1%
Value $204K Shares 1,743 Est. Cost $110.62 Unrealized
ARMOUR RESIDENTIAL REIT INC (ARRPRB) 0.1%
Value $204K Shares 9,800 Est. Cost $20.82 Unrealized
CYS INVESTMENTS INC (CYSPRA) 0.1%
Value $201K Shares 8,550 Est. Cost $23.51 Unrealized
PEOPLE'S UNITED FINANCIAL INC (PBCT) 0.1%
Value $176K Shares 11,043 Est. Cost $16.17 Unrealized
WESTERN ASSET EMERG MKTS DEBT (ESD) 0.1%
Value $160K Shares 11,000 Est. Cost $13.73 Unrealized
COLE CREDIT PROPERTY TRUST IV INC (CCPT) 0.1%
Value $133K Shares 13,669 Est. Cost $9.72 Unrealized
CAPSTEAD MORTGAGE CORP (CMO) 0.1%
Value $130K Shares 13,117 Est. Cost $8.77 Unrealized
ABERDEEN ASIA-PACIFIC INCOME FUND, INC. (FAX) 0.1%
Value $112K Shares 22,450 Est. Cost $4.98 Unrealized
ET ENERGY TRANSFER EQUITY LP (ETE) 0.1%
Value $101K Shares 14,159 Est. Cost $13.77 Unrealized
FS ENERGY AND POWER FUND (FSEN) 0.1%
Value $96,000 Shares 13,566 Est. Cost $7.49 Unrealized
BLACKROCK ENHANCED EQUITY DIV (BDJ) 0.0%
Value $80,000 Shares 10,584 Est. Cost $7.65 Unrealized
GOLD STANDARD VENTURES CORP (GSV) 0.0%
Value $79,000 Shares 75,000 Est. Cost $0.61 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GROUP INC (MTU) 0.0%
Value $72,000 Shares 15,624 Est. Cost $4.61 Unrealized
NUVEEN SENIOR INCOME (NSL) 0.0%
Value $65,000 Shares 11,000 Est. Cost $5.91 Unrealized
NMR NOMURA HOLDINGS INC (NMR) 0.0%
Value $65,000 Shares 14,728 Est. Cost $4.41 Unrealized
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC (SMFG) 0.0%
Value $65,000 Shares 10,848 Est. Cost $5.99 Unrealized
MFG MIZUHO FINANCIAL GROUP INC (MFG) 0.0%
Value $63,000 Shares 21,447 Est. Cost $2.94 Unrealized
SAN BANCO SANTANDER SA (SAN) 0.0%
Value $59,000 Shares 13,581 Est. Cost $4.34 Unrealized
EV SENIOR INCOME TRUST (EVF) 0.0%
Value $58,000 Shares 10,000 Est. Cost $5.80 Unrealized
CIG ENERGY COMPANY OF MINAS GERAIS (CIG) 0.0%
Value $53,000 Shares 23,348 Est. Cost $1.50 Unrealized
RTI SURGICAL INC (RTIX) 0.0%
Value $46,000 Shares 11,500 Est. Cost $4.00 Unrealized
CIBER INC (CBR) 0.0%
Value $37,000 Shares 17,302 Est. Cost $2.14 Unrealized
FBP FIRST BANCORP (FBP) 0.0%
Value $36,000 Shares 12,466 Est. Cost $2.17 Unrealized 0.0%
AU OPTRONICS CORP (AUO) 0.0%
Value $31,000 Shares 10,380 Est. Cost $2.99 Unrealized
UMC UNITED MICROELECTRONICS CORP (UMC) 0.0%
Value $30,000 Shares 14,595 Est. Cost $2.06 Unrealized
AYTU BIOSCIENCE INC (AYTU) 0.0%
Value $11,000 Shares 17,000 Est. Cost $0.65 Unrealized