CWM, LLC Diversified Active

CIK: 0001535847 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 14, 2014

Total Value ($000): $688,697 (100.0% shares, 0.0% debt)

Holdings (181)

AAPL APPLE INC 5.9%
Value ($000) $40,973 Shares 406,677 Est. Cost $18.71 Unrealized +15.6%
MRK MERCK & CO INC NEW 2.8%
Value ($000) $19,597 Shares 330,583 Est. Cost $36.37 Unrealized +8.3%
SYY SYSCO CORP 2.4%
Value ($000) $16,197 Shares 426,786 Est. Cost $26.39 Unrealized +4.5%
ETN EATON CORP PLC 2.2%
Value ($000) $15,108 Shares 238,411 Est. Cost $52.67 Unrealized +2.8%
CELGENE CORP 2.0%
Value ($000) $13,878 Shares 146,419 Est. Cost $114.19 Unrealized
AMGN AMGEN INC 2.0%
Value ($000) $13,769 Shares 98,030 Est. Cost $84.00 Unrealized +12.5%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $13,120 Shares 152,112 Est. Cost $60.29 Unrealized +16.7%
ECL ECOLAB INC 1.8%
Value ($000) $12,717 Shares 110,743 Est. Cost $84.51 Unrealized +17.5%
WFC WELLS FARGO & CO NEW 1.8%
Value ($000) $12,580 Shares 242,538 Est. Cost $31.43 Unrealized +19.0%
VZ VERIZON COMMUNICATIONS INC 1.8%
Value ($000) $12,481 Shares 249,668 Est. Cost $26.32 Unrealized +5.6%
QCOM QUALCOMM INC 1.8%
Value ($000) $12,461 Shares 166,664 Est. Cost $49.67 Unrealized +11.6%
DOW CHEM CO 1.8%
Value ($000) $12,248 Shares 233,565 Est. Cost $52.11 Unrealized
MA MASTERCARD INC 1.7%
Value ($000) $11,887 Shares 160,813 Est. Cost $70.52 Unrealized +0.8%
HERTZ GLOBAL HOLDINGS INC 1.7%
Value ($000) $11,443 Shares 450,687 Est. Cost $25.12 Unrealized
B/E AEROSPACE INC 1.6%
Value ($000) $11,123 Shares 132,514 Est. Cost $83.94 Unrealized
SYNA SYNAPTICS INC 1.5%
Value ($000) $10,667 Shares 145,729 Est. Cost $54.29 Unrealized +50.2%
MONSANTO CO NEW 1.5%
Value ($000) $10,492 Shares 93,257 Est. Cost $108.64 Unrealized
GLW CORNING INC 1.5%
Value ($000) $10,348 Shares 535,079 Est. Cost $15.51 Unrealized -0.2%
PRECISION CASTPARTS CORP 1.5%
Value ($000) $10,258 Shares 43,306 Est. Cost $233.36 Unrealized
KSS KOHLS CORP 1.5%
Value ($000) $10,013 Shares 164,070 Est. Cost $55.93 Unrealized +1.2%
DAL DELTA AIR LINES INC DEL 1.4%
Value ($000) $9,952 Shares 275,296 Est. Cost $22.29 Unrealized +49.7%
DOV DOVER CORP 1.4%
Value ($000) $9,874 Shares 122,917 Est. Cost $51.28 Unrealized +12.0%
EBAY EBAY INC 1.3%
Value ($000) $9,255 Shares 163,437 Est. Cost $19.79 Unrealized +0.0%
ABBV ABBVIE INC 1.3%
Value ($000) $9,070 Shares 157,034 Est. Cost $30.30 Unrealized +16.1%
UNP UNION PAC CORP 1.3%
Value ($000) $8,714 Shares 80,372 Est. Cost $69.81 Unrealized +15.1%
TE CONNECTIVITY LTD 1.2%
Value ($000) $8,339 Shares 150,818 Est. Cost $55.29 Unrealized
IJK ISHARES TR 1.1%
Value ($000) $7,417 Shares 48,973 Est. Cost $146.07 Unrealized
POWERSHARES QQQ TRUST 1.1%
Value ($000) $7,334 Shares 74,238 Est. Cost $98.79 Unrealized
RYDEX ETF TRUST 1.1%
Value ($000) $7,242 Shares 95,549 Est. Cost $75.79 Unrealized
SWK STANLEY BLACK & DECKER INC 1.0%
Value ($000) $7,095 Shares 79,904 Est. Cost $62.60 Unrealized +7.0%
OSK OSHKOSH CORP 1.0%
Value ($000) $7,018 Shares 158,948 Est. Cost $42.21 Unrealized -1.4%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $6,873 Shares 36,206 Est. Cost $113.89 Unrealized +0.4%
JOHNSON CTLS INC 1.0%
Value ($000) $6,735 Shares 153,071 Est. Cost $44.01 Unrealized
TRMB TRIMBLE NAVIGATION LTD 0.9%
Value ($000) $6,496 Shares 212,969 Est. Cost $29.90 Unrealized +8.7%
HAL HALLIBURTON CO 0.8%
Value ($000) $5,808 Shares 90,031 Est. Cost $40.02 Unrealized +37.9%
POWERSHARES ETF TRUST 0.8%
Value ($000) $5,568 Shares 87,474 Est. Cost $50.08 Unrealized
HP HELMERICH & PAYNE INC 0.8%
Value ($000) $5,491 Shares 56,100 Est. Cost $108.54 Unrealized -2.1%
FDN FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $5,130 Shares 84,233 Est. Cost $59.66 Unrealized
POTASH CORP SASK INC 0.7%
Value ($000) $4,991 Shares 144,425 Est. Cost $33.40 Unrealized
IYC ISHARES TR 0.7%
Value ($000) $4,865 Shares 39,093 Est. Cost $123.48 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $4,800 Shares 115,423 Est. Cost $32.36 Unrealized +5.4%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $4,799 Shares 24,357 Est. Cost $194.31 Unrealized
CCL CARNIVAL CORP 0.7%
Value ($000) $4,740 Shares 118,000 Est. Cost $31.39 Unrealized +2.0%
ITA ISHARES 0.7%
Value ($000) $4,718 Shares 43,852 Est. Cost $107.84 Unrealized
TGT TARGET CORP 0.7%
Value ($000) $4,697 Shares 74,943 Est. Cost $43.13 Unrealized +0.2%
CME CME GROUP INC 0.7%
Value ($000) $4,637 Shares 58,000 Est. Cost $47.02 Unrealized +1.9%
IVZ INVESCO LTD 0.7%
Value ($000) $4,584 Shares 116,100 Est. Cost $22.60 Unrealized +6.2%
GXC SPDR INDEX SHS FDS 0.7%
Value ($000) $4,579 Shares 59,738 Est. Cost $76.65 Unrealized
COP CONOCOPHILLIPS 0.7%
Value ($000) $4,531 Shares 59,216 Est. Cost $52.33 Unrealized +8.3%
ACTG ACACIA RESH CORP 0.6%
Value ($000) $4,445 Shares 287,157 Est. Cost $15.23 Unrealized +3.9%
BB&T CORP 0.6%
Value ($000) $4,212 Shares 113,196 Est. Cost $37.46 Unrealized
AVAV AEROVIRONMENT INC 0.6%
Value ($000) $4,098 Shares 136,280 Est. Cost $33.40 Unrealized -4.6%
INTC INTEL CORP 0.6%
Value ($000) $4,052 Shares 116,366 Est. Cost $18.45 Unrealized +39.5%
DRI DARDEN RESTAURANTS INC 0.6%
Value ($000) $4,002 Shares 77,771 Est. Cost $30.85 Unrealized -1.8%
EXPRESS SCRIPTS HLDG CO 0.6%
Value ($000) $3,995 Shares 56,557 Est. Cost $65.64 Unrealized
ISHARES 0.6%
Value ($000) $3,861 Shares 423,844 Est. Cost $10.03 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $3,761 Shares 3,528,600 Est. Cost $194.31 Unrealized
REALD INC 0.5%
Value ($000) $3,722 Shares 397,212 Est. Cost $9.92 Unrealized
VERIFONE SYS INC 0.5%
Value ($000) $3,643 Shares 105,952 Est. Cost $29.06 Unrealized
MYGN MYRIAD GENETICS INC 0.5%
Value ($000) $3,623 Shares 93,938 Est. Cost $32.47 Unrealized +14.9%
GROUPON INC 0.5%
Value ($000) $3,598 Shares 538,656 Est. Cost $7.64 Unrealized
POLYPORE INTL INC 0.5%
Value ($000) $3,584 Shares 92,120 Est. Cost $37.58 Unrealized
LUMINEX CORP DEL 0.5%
Value ($000) $3,557 Shares 182,401 Est. Cost $17.57 Unrealized
ROVI CORP 0.5%
Value ($000) $3,540 Shares 179,274 Est. Cost $21.88 Unrealized
INTU INTUIT 0.5%
Value ($000) $3,530 Shares 40,269 Est. Cost $65.66 Unrealized +15.3%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,504 Shares 37,257 Est. Cost $58.11 Unrealized +5.8%
MONOTYPE IMAGING HOLDINGS IN 0.5%
Value ($000) $3,503 Shares 123,710 Est. Cost $28.89 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $3,495 Shares 58,010 Est. Cost $42.86 Unrealized +0.7%
SIRIUS XM HLDGS INC 0.5%
Value ($000) $3,393 Shares 972,184 Est. Cost $3.44 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $3,326 Shares 112,484 Est. Cost $17.41 Unrealized +0.2%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $3,272 Shares 68,600 Est. Cost $34.51 Unrealized +1.8%
GENERAL ELECTRIC CO 0.5%
Value ($000) $3,224 Shares 125,822 Est. Cost $26.09 Unrealized
SEAGATE TECHNOLOGY PLC 0.5%
Value ($000) $3,219 Shares 56,200 Est. Cost $56.79 Unrealized
HOMEAWAY INC 0.5%
Value ($000) $3,200 Shares 90,141 Est. Cost $34.70 Unrealized
WESCO AIRCRAFT HLDGS INC 0.5%
Value ($000) $3,141 Shares 180,515 Est. Cost $19.13 Unrealized
FLEETMATICS GROUP PLC 0.4%
Value ($000) $3,094 Shares 101,428 Est. Cost $32.37 Unrealized
BLACK DIAMOND INC 0.4%
Value ($000) $3,016 Shares 398,925 Est. Cost $10.22 Unrealized
MET METLIFE INC 0.4%
Value ($000) $3,008 Shares 56,000 Est. Cost $32.00 Unrealized +4.0%
WMB WILLIAMS COS INC DEL 0.4%
Value ($000) $2,854 Shares 51,562 Est. Cost $23.45 Unrealized +28.9%
CLAYMORE EXCHANGE TRD FD TR 0.4%
Value ($000) $2,850 Shares 106,984 Est. Cost $26.67 Unrealized
RPX CORP 0.4%
Value ($000) $2,840 Shares 206,810 Est. Cost $16.32 Unrealized
IRBTQ IROBOT CORP 0.4%
Value ($000) $2,733 Shares 89,761 Est. Cost $36.06 Unrealized -5.0%
EW EDWARDS LIFESCIENCES CORP 0.4%
Value ($000) $2,683 Shares 26,264 Est. Cost $12.35 Unrealized +27.8%
CERNER CORP 0.4%
Value ($000) $2,664 Shares 44,720 Est. Cost $53.51 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $2,591 Shares 25,479 Est. Cost $64.95 Unrealized +22.4%
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,543 Shares 54,864 Est. Cost $27.19 Unrealized +38.5%
CHICAGO BRIDGE & IRON CO N V 0.4%
Value ($000) $2,457 Shares 42,470 Est. Cost $69.50 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $2,423 Shares 15,006 Est. Cost $107.58 Unrealized +20.0%
CONTINENTAL RESOURCES INC 0.3%
Value ($000) $2,386 Shares 35,888 Est. Cost $115.23 Unrealized
CPB CAMPBELL SOUP CO 0.3%
Value ($000) $2,374 Shares 55,548 Est. Cost $31.34 Unrealized -1.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,259 Shares 16,350 Est. Cost $126.57 Unrealized +5.2%
LOGI LOGITECH INTL S A 0.3%
Value ($000) $2,243 Shares 174,977 Est. Cost $8.60 Unrealized +24.5%
VOCERA COMMUNICATIONS INC 0.3%
Value ($000) $2,222 Shares 275,390 Est. Cost $8.07 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $2,214 Shares 48,186 Est. Cost $18.75 Unrealized +10.3%
ALTERA CORP 0.3%
Value ($000) $2,130 Shares 59,521 Est. Cost $34.87 Unrealized
MASI MASIMO CORP 0.3%
Value ($000) $2,123 Shares 99,779 Est. Cost $26.16 Unrealized -12.7%
NATIONAL OILWELL VARCO INC 0.3%
Value ($000) $2,102 Shares 27,626 Est. Cost $79.44 Unrealized
NUANCE COMMUNICATIONS INC 0.3%
Value ($000) $2,032 Shares 131,843 Est. Cost $17.25 Unrealized
COVANCE INC 0.3%
Value ($000) $2,032 Shares 25,819 Est. Cost $89.63 Unrealized
KN KNOWLES CORP 0.3%
Value ($000) $1,963 Shares 74,060 Est. Cost $30.29 Unrealized +0.8%
CLH CLEAN HARBORS INC 0.3%
Value ($000) $1,924 Shares 35,681 Est. Cost $57.68 Unrealized +2.0%
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $1,921 Shares 51,113 Est. Cost $37.58 Unrealized
CORE LABORATORIES N V 0.3%
Value ($000) $1,754 Shares 11,987 Est. Cost $172.42 Unrealized
AGCO AGCO CORP 0.2%
Value ($000) $1,715 Shares 37,736 Est. Cost $42.95 Unrealized -8.7%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $1,667 Shares 25,140 Est. Cost $49.11 Unrealized +3.7%
ALPS ETF TR 0.2%
Value ($000) $1,607 Shares 83,804 Est. Cost $17.60 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,564 Shares 19,647 Est. Cost $56.76 Unrealized +1.3%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,551 Shares 12,997 Est. Cost $76.47 Unrealized +2.7%
BOB EVANS FARMS INC 0.2%
Value ($000) $1,531 Shares 32,342 Est. Cost $47.94 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.2%
Value ($000) $1,486 Shares 14,399 Est. Cost $60.46 Unrealized +0.7%
MAT MATTEL INC 0.2%
Value ($000) $1,483 Shares 48,400 Est. Cost $40.81 Unrealized -13.3%
GOOGLE INC 0.2%
Value ($000) $1,458 Shares 2,478 Est. Cost $789.25 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,438 Shares 15,169 Est. Cost $71.78 Unrealized -0.7%
EXC EXELON CORP 0.2%
Value ($000) $1,405 Shares 41,226 Est. Cost $16.87 Unrealized -7.3%
HESS CORP 0.2%
Value ($000) $1,367 Shares 14,495 Est. Cost $95.57 Unrealized
MUR MURPHY OIL CORP 0.2%
Value ($000) $1,358 Shares 23,870 Est. Cost $40.55 Unrealized -0.1%
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $1,349 Shares 33,250 Est. Cost $36.80 Unrealized -0.1%
PEP PEPSICO INC 0.2%
Value ($000) $1,330 Shares 14,288 Est. Cost $62.76 Unrealized +3.4%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $1,308 Shares 21,548 Est. Cost $48.35 Unrealized +1.5%
LOW LOWES COS INC 0.2%
Value ($000) $1,189 Shares 22,463 Est. Cost $40.14 Unrealized +2.6%
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $1,145 Shares 20,566 Est. Cost $50.35 Unrealized +0.5%
KO COCA COLA CO 0.2%
Value ($000) $1,095 Shares 25,674 Est. Cost $28.60 Unrealized +0.9%
OMNICARE INC 0.2%
Value ($000) $1,081 Shares 17,355 Est. Cost $63.43 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,073 Shares 10,919 Est. Cost $66.43 Unrealized -0.1%
ROST ROSS STORES INC 0.2%
Value ($000) $1,059 Shares 14,012 Est. Cost $30.99 Unrealized +0.5%
WMT WAL-MART STORES INC 0.2%
Value ($000) $1,052 Shares 13,760 Est. Cost $20.39 Unrealized -0.4%
TJX TJX COS INC NEW 0.1%
Value ($000) $1,020 Shares 17,233 Est. Cost $24.18 Unrealized -0.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $995 Shares 7,940 Est. Cost $95.68 Unrealized +1.5%
MERIDIAN BIOSCIENCE INC 0.1%
Value ($000) $993 Shares 56,157 Est. Cost $18.44 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $956 Shares 13,332 Est. Cost $63.54 Unrealized +0.2%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $955 Shares 16,955 Est. Cost $45.81 Unrealized +1.5%
DENTSPLY INTL INC NEW 0.1%
Value ($000) $941 Shares 20,630 Est. Cost $45.61 Unrealized
V VISA INC 0.1%
Value ($000) $928 Shares 4,349 Est. Cost $49.21 Unrealized +0.8%
COCA COLA ENTERPRISES INC NE 0.1%
Value ($000) $916 Shares 20,642 Est. Cost $45.26 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $906 Shares 12,583 Est. Cost $43.44 Unrealized -1.2%
FORWARD AIR CORP 0.1%
Value ($000) $902 Shares 20,110 Est. Cost $45.64 Unrealized
STAGE STORES INC 0.1%
Value ($000) $863 Shares 50,465 Est. Cost $17.51 Unrealized
RIG TRANSOCEAN LTD 0.1%
Value ($000) $768 Shares 24,023 Est. Cost $43.23 Unrealized -9.5%
IVV ISHARES TR 0.1%
Value ($000) $748 Shares 3,775 Est. Cost $173.81 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $707 Shares 11,059 Est. Cost $57.55 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $670 Shares 28,938 Est. Cost $22.17 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $669 Shares 16,776 Est. Cost $36.56 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $652 Shares 13,147 Est. Cost $47.01 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $643 Shares 12,094 Est. Cost $52.46 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $638 Shares 4,666 Est. Cost $125.47 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $637 Shares 9,550 Est. Cost $66.53 Unrealized
GOOGLE INC 0.1%
Value ($000) $636 Shares 1,102 Est. Cost $575.04 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $621 Shares 3 Est. Cost $189817.56 Unrealized +5.3%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $600 Shares 13,293 Est. Cost $43.31 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $600 Shares 14,263 Est. Cost $38.21 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $598 Shares 6,597 Est. Cost $88.93 Unrealized
LEVEL 3 COMMUNICATIONS INC 0.1%
Value ($000) $555 Shares 12,146 Est. Cost $26.72 Unrealized
PIMCO ETF TR 0.1%
Value ($000) $554 Shares 10,888 Est. Cost $50.96 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $539 Shares 5,056 Est. Cost $65.04 Unrealized +16.2%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $526 Shares 6,500 Est. Cost $53.06 Unrealized +10.2%
T AT&T INC 0.1%
Value ($000) $522 Shares 14,807 Est. Cost $11.05 Unrealized +7.7%
COLUMBIA PPTY TR INC 0.1%
Value ($000) $488 Shares 20,450 Est. Cost $24.99 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $397 Shares 4,517 Est. Cost $88.33 Unrealized
CHAMBERS STR PPTYS 0.0%
Value ($000) $334 Shares 44,361 Est. Cost $8.78 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $306 Shares 3,617 Est. Cost $84.55 Unrealized
WPC W P CAREY INC 0.0%
Value ($000) $299 Shares 4,692 Est. Cost $60.10 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $298 Shares 2,800 Est. Cost $41.52 Unrealized +63.8%
HEALTHCARE TR AMER INC 0.0%
Value ($000) $288 Shares 24,803 Est. Cost $10.06 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $283 Shares 16,614 Est. Cost $12.24 Unrealized +2.7%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $279 Shares 5,307 Est. Cost $52.57 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $278 Shares 5,245 Est. Cost $53.00 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $277 Shares 2,341 Est. Cost $118.33 Unrealized
BP BP PLC 0.0%
Value ($000) $267 Shares 6,083 Est. Cost $43.89 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $263 Shares 4,102 Est. Cost $67.42 Unrealized
MATW MATTHEWS INTL CORP 0.0%
Value ($000) $249 Shares 5,675 Est. Cost $30.93 Unrealized +10.3%
IDU ISHARES TR 0.0%
Value ($000) $242 Shares 2,303 Est. Cost $93.86 Unrealized
HYG ISHARES 0.0%
Value ($000) $240 Shares 2,612 Est. Cost $91.56 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $237 Shares 1,295 Est. Cost $124.88 Unrealized 0.0%
FS INVT CORP 0.0%
Value ($000) $222 Shares 20,635 Est. Cost $10.67 Unrealized
POWERSHARES ETF TRUST 0.0%
Value ($000) $219 Shares 2,325 Est. Cost $100.65 Unrealized
WHOLE FOODS MKT INC 0.0%
Value ($000) $217 Shares 5,693 Est. Cost $54.21 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $216 Shares 2,015 Est. Cost $102.20 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $214 Shares 2,401 Est. Cost $73.44 Unrealized +8.0%
AMERICAN RLTY CAP PPTYS INC 0.0%
Value ($000) $193 Shares 16,027 Est. Cost $13.97 Unrealized
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $109 Shares 10,845 Est. Cost $6.54 Unrealized +5.7%
ECHELON CORP 0.0%
Value ($000) $66 Shares 32,500 Est. Cost $2.40 Unrealized