CWM, LLC Diversified Active

CIK: 0001535847 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 14, 2014

Total Value ($000): $558,859 (100.0% shares, 0.0% debt)

Holdings (179)

AAPL APPLE INC 6.6%
Value ($000) $37,157 Shares 399,838 Est. Cost $18.66 Unrealized 0.0%
ETN EATON CORP PLC 2.8%
Value ($000) $15,722 Shares 203,700 Est. Cost $52.42 Unrealized +7.4%
MRK MERCK & CO INC NEW 2.5%
Value ($000) $14,001 Shares 242,023 Est. Cost $35.27 Unrealized +7.6%
WFC WELLS FARGO & CO NEW 2.5%
Value ($000) $13,814 Shares 262,817 Est. Cost $31.43 Unrealized +15.5%
SYY SYSCO CORP 2.3%
Value ($000) $13,015 Shares 347,543 Est. Cost $26.12 Unrealized +3.0%
CELGENE CORP 2.2%
Value ($000) $12,135 Shares 141,302 Est. Cost $114.89 Unrealized
QCOM QUALCOMM INC 2.1%
Value ($000) $11,991 Shares 151,401 Est. Cost $49.09 Unrealized +16.7%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $11,773 Shares 144,007 Est. Cost $59.72 Unrealized +9.1%
ECL ECOLAB INC 2.1%
Value ($000) $11,563 Shares 103,849 Est. Cost $83.53 Unrealized +12.8%
HERTZ GLOBAL HOLDINGS INC 2.0%
Value ($000) $11,233 Shares 400,745 Est. Cost $25.09 Unrealized
AMGN AMGEN INC 2.0%
Value ($000) $10,949 Shares 92,495 Est. Cost $83.37 Unrealized 0.0%
MONSANTO CO NEW 1.9%
Value ($000) $10,797 Shares 86,553 Est. Cost $108.34 Unrealized
SYNA SYNAPTICS INC 1.9%
Value ($000) $10,646 Shares 117,450 Est. Cost $47.74 Unrealized +42.0%
MA MASTERCARD INC 1.9%
Value ($000) $10,609 Shares 144,399 Est. Cost $70.46 Unrealized -1.7%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $10,394 Shares 212,420 Est. Cost $26.06 Unrealized +2.9%
DOV DOVER CORP 1.9%
Value ($000) $10,343 Shares 113,723 Est. Cost $50.78 Unrealized +11.8%
PRECISION CASTPARTS CORP 1.8%
Value ($000) $10,079 Shares 39,931 Est. Cost $233.06 Unrealized
DAL DELTA AIR LINES INC DEL 1.8%
Value ($000) $10,069 Shares 260,037 Est. Cost $21.64 Unrealized +51.9%
CONTINENTAL RESOURCES INC 1.7%
Value ($000) $9,636 Shares 60,971 Est. Cost $115.23 Unrealized
OSK OSHKOSH CORP 1.4%
Value ($000) $7,771 Shares 139,942 Est. Cost $42.29 Unrealized +9.0%
IJK ISHARES 1.4%
Value ($000) $7,764 Shares 49,426 Est. Cost $146.07 Unrealized
POWERSHARES ETF TRUST 1.4%
Value ($000) $7,759 Shares 198,906 Est. Cost $35.63 Unrealized
ABBV ABBVIE INC 1.4%
Value ($000) $7,576 Shares 134,231 Est. Cost $29.47 Unrealized +11.9%
POWERSHARES ETF TRUST II 1.3%
Value ($000) $7,518 Shares 191,839 Est. Cost $38.19 Unrealized
UNP UNION PAC CORP 1.3%
Value ($000) $7,492 Shares 75,111 Est. Cost $69.07 Unrealized +8.3%
EBAY EBAY INC 1.3%
Value ($000) $7,428 Shares 148,374 Est. Cost $19.79 Unrealized -2.0%
VERIFONE SYS INC 1.3%
Value ($000) $7,127 Shares 193,919 Est. Cost $29.06 Unrealized
TRMB TRIMBLE NAVIGATION LTD 1.3%
Value ($000) $7,005 Shares 189,569 Est. Cost $29.58 Unrealized +26.4%
JOHNSON CTLS INC 1.3%
Value ($000) $6,989 Shares 139,977 Est. Cost $44.01 Unrealized
HAL HALLIBURTON CO 1.1%
Value ($000) $6,133 Shares 86,371 Est. Cost $39.38 Unrealized +30.7%
COVANCE INC 1.1%
Value ($000) $6,102 Shares 71,301 Est. Cost $89.63 Unrealized
SWK STANLEY BLACK & DECKER INC 1.0%
Value ($000) $5,591 Shares 63,670 Est. Cost $61.49 Unrealized +3.2%
XLU SELECT SECTOR SPDR TR 1.0%
Value ($000) $5,536 Shares 125,075 Est. Cost $38.21 Unrealized
POWERSHARES ETF TRUST 1.0%
Value ($000) $5,421 Shares 88,745 Est. Cost $50.08 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $5,001 Shares 83,938 Est. Cost $59.66 Unrealized
POTASH CORP SASK INC 0.9%
Value ($000) $4,788 Shares 126,138 Est. Cost $33.24 Unrealized
IYC ISHARES 0.9%
Value ($000) $4,764 Shares 38,585 Est. Cost $123.47 Unrealized
ITA ISHARES 0.8%
Value ($000) $4,619 Shares 42,830 Est. Cost $107.84 Unrealized
HP HELMERICH & PAYNE INC 0.8%
Value ($000) $4,528 Shares 39,000 Est. Cost $109.54 Unrealized 0.0%
ISHARES 0.8%
Value ($000) $4,439 Shares 401,344 Est. Cost $10.08 Unrealized
ACTG ACACIA RESH CORP 0.8%
Value ($000) $4,306 Shares 242,567 Est. Cost $15.12 Unrealized 0.0%
DOW CHEM CO 0.7%
Value ($000) $4,040 Shares 78,500 Est. Cost $51.46 Unrealized
REALD INC 0.7%
Value ($000) $3,846 Shares 301,373 Est. Cost $10.09 Unrealized
SIRIUS XM HLDGS INC 0.7%
Value ($000) $3,717 Shares 1,074,317 Est. Cost $3.44 Unrealized
INTC INTEL CORP 0.7%
Value ($000) $3,637 Shares 117,715 Est. Cost $18.45 Unrealized +12.1%
EXPRESS SCRIPTS HLDG CO 0.6%
Value ($000) $3,573 Shares 51,541 Est. Cost $65.15 Unrealized
POLYPORE INTL INC 0.6%
Value ($000) $3,489 Shares 73,094 Est. Cost $37.24 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $3,465 Shares 40,416 Est. Cost $50.30 Unrealized +6.1%
ROVI CORP 0.6%
Value ($000) $3,400 Shares 141,886 Est. Cost $22.45 Unrealized
AVAV AEROVIRONMENT INC 0.6%
Value ($000) $3,304 Shares 103,905 Est. Cost $33.88 Unrealized 0.0%
MSFT MICROSOFT CORP 0.6%
Value ($000) $3,232 Shares 77,501 Est. Cost $27.19 Unrealized +24.9%
CCL CARNIVAL CORP 0.6%
Value ($000) $3,181 Shares 84,500 Est. Cost $31.14 Unrealized +4.4%
ABT ABBOTT LABS 0.6%
Value ($000) $3,147 Shares 76,941 Est. Cost $31.49 Unrealized 0.0%
CLAYMORE EXCHANGE TRD FD TR 0.6%
Value ($000) $3,105 Shares 113,190 Est. Cost $26.67 Unrealized
MYGN MYRIAD GENETICS INC 0.5%
Value ($000) $3,014 Shares 77,446 Est. Cost $31.43 Unrealized +18.4%
IVZ INVESCO LTD 0.5%
Value ($000) $2,994 Shares 79,300 Est. Cost $21.95 Unrealized 0.0%
GROUPON INC 0.5%
Value ($000) $2,992 Shares 451,947 Est. Cost $7.83 Unrealized
MONOTYPE IMAGING HOLDINGS IN 0.5%
Value ($000) $2,992 Shares 106,224 Est. Cost $28.99 Unrealized
INTU INTUIT 0.5%
Value ($000) $2,914 Shares 36,180 Est. Cost $64.52 Unrealized +8.7%
RPX CORP 0.5%
Value ($000) $2,906 Shares 163,740 Est. Cost $17.00 Unrealized
EXC EXELON CORP 0.5%
Value ($000) $2,867 Shares 78,600 Est. Cost $16.87 Unrealized 0.0%
IRBTQ IROBOT CORP 0.5%
Value ($000) $2,802 Shares 68,437 Est. Cost $36.62 Unrealized -1.3%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2,796 Shares 23,708 Est. Cost $63.87 Unrealized +17.2%
GENERAL ELECTRIC CO 0.5%
Value ($000) $2,751 Shares 104,694 Est. Cost $26.18 Unrealized
BLACK DIAMOND INC 0.5%
Value ($000) $2,748 Shares 244,899 Est. Cost $11.90 Unrealized
CME CME GROUP INC 0.5%
Value ($000) $2,724 Shares 38,400 Est. Cost $46.56 Unrealized -4.6%
FLEETMATICS GROUP PLC 0.5%
Value ($000) $2,652 Shares 81,996 Est. Cost $32.81 Unrealized
LUMINEX CORP DEL 0.5%
Value ($000) $2,565 Shares 149,588 Est. Cost $17.15 Unrealized
CHICAGO BRIDGE & IRON CO N V 0.4%
Value ($000) $2,512 Shares 36,827 Est. Cost $71.28 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $2,455 Shares 82,729 Est. Cost $17.39 Unrealized +0.9%
WESCO AIRCRAFT HLDGS INC 0.4%
Value ($000) $2,431 Shares 121,809 Est. Cost $19.96 Unrealized
HOMEAWAY INC 0.4%
Value ($000) $2,430 Shares 69,793 Est. Cost $34.46 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,373 Shares 23,568 Est. Cost $56.13 Unrealized +10.2%
DRI DARDEN RESTAURANTS INC 0.4%
Value ($000) $2,330 Shares 50,360 Est. Cost $31.16 Unrealized +0.6%
MO ALTRIA GROUP INC 0.4%
Value ($000) $2,240 Shares 53,420 Est. Cost $18.75 Unrealized +2.4%
NUANCE COMMUNICATIONS INC 0.4%
Value ($000) $2,239 Shares 119,289 Est. Cost $17.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,213 Shares 17,488 Est. Cost $126.57 Unrealized 0.0%
MET METLIFE INC 0.4%
Value ($000) $2,206 Shares 39,700 Est. Cost $31.48 Unrealized +1.1%
KSS KOHLS CORP 0.4%
Value ($000) $2,160 Shares 41,000 Est. Cost $53.96 Unrealized +0.4%
EW EDWARDS LIFESCIENCES CORP 0.4%
Value ($000) $2,097 Shares 24,426 Est. Cost $12.09 Unrealized +12.1%
CERNER CORP 0.4%
Value ($000) $2,085 Shares 40,425 Est. Cost $52.86 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $2,080 Shares 13,742 Est. Cost $105.60 Unrealized +12.2%
NATIONAL OILWELL VARCO INC 0.4%
Value ($000) $2,069 Shares 25,123 Est. Cost $79.77 Unrealized
KN KNOWLES CORP 0.4%
Value ($000) $2,048 Shares 66,609 Est. Cost $30.27 Unrealized -0.1%
CLH CLEAN HARBORS INC 0.4%
Value ($000) $2,045 Shares 31,831 Est. Cost $57.54 Unrealized +3.3%
GLW CORNING INC 0.4%
Value ($000) $2,030 Shares 92,487 Est. Cost $15.67 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.4%
Value ($000) $1,960 Shares 43,523 Est. Cost $43.23 Unrealized -1.6%
WMB WILLIAMS COS INC DEL 0.3%
Value ($000) $1,866 Shares 32,061 Est. Cost $19.33 Unrealized +25.1%
ALTERA CORP 0.3%
Value ($000) $1,834 Shares 52,776 Est. Cost $34.75 Unrealized
AGCO AGCO CORP 0.3%
Value ($000) $1,817 Shares 32,316 Est. Cost $43.57 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,811 Shares 37,900 Est. Cost $34.00 Unrealized 0.0%
MASI MASIMO CORP 0.3%
Value ($000) $1,797 Shares 76,126 Est. Cost $27.19 Unrealized -8.8%
LOGI LOGITECH INTL S A 0.3%
Value ($000) $1,794 Shares 137,667 Est. Cost $8.03 Unrealized +32.3%
CPB CAMPBELL SOUP CO 0.3%
Value ($000) $1,793 Shares 39,148 Est. Cost $31.56 Unrealized 0.0%
ALPS ETF TR 0.3%
Value ($000) $1,724 Shares 90,722 Est. Cost $17.60 Unrealized
CORE LABORATORIES N V 0.3%
Value ($000) $1,722 Shares 10,307 Est. Cost $176.68 Unrealized
MAT MATTEL INC 0.3%
Value ($000) $1,547 Shares 39,700 Est. Cost $42.00 Unrealized -7.6%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,539 Shares 2,047,800 Est. Cost $170.39 Unrealized
GOOGLE INC 0.2%
Value ($000) $1,231 Shares 2,106 Est. Cost $824.73 Unrealized
IJH ISHARES 0.2%
Value ($000) $930 Shares 6,497 Est. Cost $125.47 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $851 Shares 4,696 Est. Cost $110.91 Unrealized +1.2%
IVV ISHARES 0.1%
Value ($000) $780 Shares 3,957 Est. Cost $173.81 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $718 Shares 5,497 Est. Cost $73.69 Unrealized +3.0%
GOOGLE INC 0.1%
Value ($000) $682 Shares 1,186 Est. Cost $575.04 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $607 Shares 6,030 Est. Cost $72.58 Unrealized +3.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $570 Shares 3 Est. Cost $189817.56 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $568 Shares 6,500 Est. Cost $53.06 Unrealized +14.3%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $556 Shares 5,558 Est. Cost $88.61 Unrealized
COLUMBIA PPTY TR INC 0.1%
Value ($000) $544 Shares 20,934 Est. Cost $24.99 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $537 Shares 8,831 Est. Cost $55.94 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $536 Shares 23,562 Est. Cost $21.94 Unrealized
LEVEL 3 COMMUNICATIONS INC 0.1%
Value ($000) $533 Shares 12,146 Est. Cost $26.72 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $529 Shares 10,649 Est. Cost $46.41 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $528 Shares 13,780 Est. Cost $35.84 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $517 Shares 9,572 Est. Cost $52.27 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $508 Shares 4,856 Est. Cost $64.60 Unrealized +13.2%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $507 Shares 11,367 Est. Cost $43.00 Unrealized
T AT&T INC 0.1%
Value ($000) $507 Shares 14,341 Est. Cost $11.02 Unrealized +6.8%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $500 Shares 7,497 Est. Cost $66.48 Unrealized
BB&T CORP 0.1%
Value ($000) $500 Shares 12,691 Est. Cost $39.40 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $498 Shares 5,577 Est. Cost $59.45 Unrealized +2.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $487 Shares 2,489 Est. Cost $170.39 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $480 Shares 8,325 Est. Cost $41.19 Unrealized 0.0%
HEALTHCARE TR AMER INC 0.1%
Value ($000) $472 Shares 39,206 Est. Cost $10.06 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $462 Shares 7,244 Est. Cost $44.67 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $412 Shares 4,017 Est. Cost $66.59 Unrealized 0.0%
CVS CVS CAREMARK CORPORATION 0.1%
Value ($000) $409 Shares 5,421 Est. Cost $54.89 Unrealized 0.0%
IJR ISHARES 0.1%
Value ($000) $405 Shares 3,617 Est. Cost $99.81 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $402 Shares 9,107 Est. Cost $36.93 Unrealized 0.0%
HESS CORP 0.1%
Value ($000) $402 Shares 4,069 Est. Cost $98.80 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $399 Shares 4,517 Est. Cost $88.33 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $396 Shares 5,274 Est. Cost $20.53 Unrealized 0.0%
CHAMBERS STR PPTYS 0.1%
Value ($000) $393 Shares 48,861 Est. Cost $8.78 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $369 Shares 8,718 Est. Cost $28.11 Unrealized 0.0%
CHE CHEMED CORP NEW 0.1%
Value ($000) $365 Shares 3,891 Est. Cost $84.18 Unrealized 0.0%
BOB EVANS FARMS INC 0.1%
Value ($000) $359 Shares 7,175 Est. Cost $50.03 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $340 Shares 7,087 Est. Cost $37.84 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $335 Shares 5,712 Est. Cost $46.37 Unrealized 0.0%
PIMCO ETF TR 0.1%
Value ($000) $318 Shares 6,233 Est. Cost $51.02 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.1%
Value ($000) $316 Shares 3,176 Est. Cost $59.05 Unrealized 0.0%
MUR MURPHY OIL CORP 0.1%
Value ($000) $313 Shares 4,707 Est. Cost $40.79 Unrealized 0.0%
TIM HORTONS INC 0.1%
Value ($000) $312 Shares 5,704 Est. Cost $54.70 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $310 Shares 3,814 Est. Cost $44.64 Unrealized 0.0%
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $309 Shares 4,171 Est. Cost $48.64 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $307 Shares 5,400 Est. Cost $52.23 Unrealized
OMNICARE INC 0.1%
Value ($000) $306 Shares 4,594 Est. Cost $66.61 Unrealized
SHY ISHARES 0.1%
Value ($000) $306 Shares 3,617 Est. Cost $84.55 Unrealized
WPC W P CAREY INC 0.1%
Value ($000) $302 Shares 4,692 Est. Cost $60.10 Unrealized
MERIDIAN BIOSCIENCE INC 0.1%
Value ($000) $299 Shares 14,493 Est. Cost $20.63 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $270 Shares 4,660 Est. Cost $41.64 Unrealized 0.0%
COCA COLA ENTERPRISES INC NE 0.0%
Value ($000) $261 Shares 5,468 Est. Cost $47.73 Unrealized
V VISA INC 0.0%
Value ($000) $259 Shares 1,227 Est. Cost $48.17 Unrealized 0.0%
IEV ISHARES 0.0%
Value ($000) $258 Shares 5,321 Est. Cost $44.10 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $257 Shares 4,328 Est. Cost $49.41 Unrealized 0.0%
IDU ISHARES 0.0%
Value ($000) $256 Shares 2,303 Est. Cost $93.86 Unrealized
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $255 Shares 16,614 Est. Cost $12.24 Unrealized 0.0%
FORWARD AIR CORP 0.0%
Value ($000) $254 Shares 5,312 Est. Cost $47.82 Unrealized
OEF ISHARES 0.0%
Value ($000) $253 Shares 2,926 Est. Cost $74.85 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $250 Shares 2,175 Est. Cost $91.81 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $248 Shares 3,756 Est. Cost $30.61 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $248 Shares 3,526 Est. Cost $63.20 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $246 Shares 4,490 Est. Cost $43.95 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $245 Shares 4,616 Est. Cost $24.33 Unrealized 0.0%
STAGE STORES INC 0.0%
Value ($000) $242 Shares 12,948 Est. Cost $18.69 Unrealized
MATW MATTHEWS INTL CORP 0.0%
Value ($000) $236 Shares 5,675 Est. Cost $30.93 Unrealized +0.7%
WHOLE FOODS MKT INC 0.0%
Value ($000) $235 Shares 6,093 Est. Cost $54.21 Unrealized
POWERSHARES ETF TRUST 0.0%
Value ($000) $234 Shares 2,325 Est. Cost $100.65 Unrealized
IJS ISHARES 0.0%
Value ($000) $233 Shares 2,015 Est. Cost $102.20 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $232 Shares 2,800 Est. Cost $41.52 Unrealized +30.2%
HYG ISHARES 0.0%
Value ($000) $223 Shares 2,346 Est. Cost $91.52 Unrealized
FS INVT CORP 0.0%
Value ($000) $217 Shares 20,347 Est. Cost $10.66 Unrealized
IWC ISHARES 0.0%
Value ($000) $215 Shares 2,831 Est. Cost $68.46 Unrealized
EFA ISHARES 0.0%
Value ($000) $214 Shares 3,126 Est. Cost $68.46 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $213 Shares 4,059 Est. Cost $35.77 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $206 Shares 2,401 Est. Cost $73.44 Unrealized 0.0%
AMERICAN RLTY CAP PPTYS INC 0.0%
Value ($000) $198 Shares 15,783 Est. Cost $14.00 Unrealized
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $115 Shares 10,845 Est. Cost $6.54 Unrealized +7.5%
ECHELON CORP 0.0%
Value ($000) $79 Shares 32,500 Est. Cost $2.40 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $2 Shares 24,700 Est. Cost $170.39 Unrealized