Kidder Stephen W Diversified Active

CIK: 0001314377 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: May 29, 2014

Total Value ($000): $145,398 (100.0% shares, 0.0% debt)

Holdings (62)

3M 4.0%
Value ($000) $5,856 Shares 41,755 Est. Cost $92.82 Unrealized
CVS CVS CAREMARK 3.8%
Value ($000) $5,506 Shares 76,910 Est. Cost $48.28 Unrealized -4.1%
EXXON MOBIL 3.6%
Value ($000) $5,231 Shares 51,694 Est. Cost $86.86 Unrealized
EMR EMERSON ELECTRIC 3.6%
Value ($000) $5,184 Shares 73,855 Est. Cost $52.97 Unrealized -9.0%
CNI CANADIAN NATL RAILWAY 3.6%
Value ($000) $5,164 Shares 90,568 Est. Cost $68.41 Unrealized -35.2%
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $5,087 Shares 55,536 Est. Cost $70.12 Unrealized -6.2%
NSRGY NESTLE SA ADR 3.5%
Value ($000) $5,033 Shares 68,418 Est. Cost $65.16 Unrealized
PG PROCTER & GAMBLE 3.5%
Value ($000) $5,018 Shares 61,637 Est. Cost $66.46 Unrealized -12.7%
NVS NOVARTIS AG ADR 3.4%
Value ($000) $4,877 Shares 60,682 Est. Cost $63.30 Unrealized
ATR APTARGROUP 3.2%
Value ($000) $4,709 Shares 69,450 Est. Cost $47.71 Unrealized +12.5%
ADP AUTOMATIC DATA PROCESSING 3.0%
Value ($000) $4,434 Shares 54,880 Est. Cost $56.16 Unrealized -8.4%
PEP PEPSICO 2.8%
Value ($000) $4,058 Shares 48,928 Est. Cost $68.45 Unrealized -15.6%
CVX CHEVRON 2.8%
Value ($000) $4,005 Shares 32,062 Est. Cost $104.77 Unrealized -30.8%
NOVOZYMES A S DKK 2.0 2.7%
Value ($000) $3,979 Shares 94,275 Est. Cost $28.49 Unrealized
HD HOME DEPOT 2.6%
Value ($000) $3,788 Shares 46,021 Est. Cost $61.85 Unrealized -5.1%
E M C CORP MASS 2.4%
Value ($000) $3,550 Shares 141,135 Est. Cost $25.20 Unrealized
COVIDIEN 2.4%
Value ($000) $3,534 Shares 51,880 Est. Cost $57.96 Unrealized
ORACLE 2.4%
Value ($000) $3,430 Shares 89,635 Est. Cost $33.22 Unrealized
DE DEERE & CO 2.3%
Value ($000) $3,391 Shares 37,135 Est. Cost $86.42 Unrealized -21.9%
INTC INTEL CORP 2.3%
Value ($000) $3,277 Shares 126,273 Est. Cost $20.61 Unrealized -13.0%
SLB SCHLUMBERGER 2.1%
Value ($000) $3,052 Shares 33,875 Est. Cost $64.82 Unrealized +0.4%
QCOM QUALCOMM 2.0%
Value ($000) $2,893 Shares 38,959 Est. Cost $50.58 Unrealized -0.4%
UNITED TECHNOLOGIES 2.0%
Value ($000) $2,891 Shares 25,421 Est. Cost $84.89 Unrealized
MASTERCARD 1.9%
Value ($000) $2,791 Shares 3,340 Est. Cost $512.27 Unrealized
PRGO PERRIGO CO 1.9%
Value ($000) $2,775 Shares 18,085 Est. Cost $144.14 Unrealized 0.0%
GAUAX GABELLI UTILITES FUND CLASS A 1.8%
Value ($000) $2,577 Shares 453,782 Est. Cost $5.48 Unrealized
HP HELMERICH & PAYNE 1.8%
Value ($000) $2,567 Shares 30,515 Est. Cost $59.79 Unrealized +30.2%
PBA PEMBINA PIPELINE CO 1.7%
Value ($000) $2,532 Shares 71,875 Est. Cost $27.84 Unrealized -36.9%
JOHNSON CONTROLS INC 1.6%
Value ($000) $2,328 Shares 45,385 Est. Cost $37.09 Unrealized
ROK ROCKWELL AUTOMATION 1.5%
Value ($000) $2,189 Shares 18,519 Est. Cost $75.10 Unrealized +16.3%
RHHBY ROCHE HLDG LTD ADR 1.5%
Value ($000) $2,118 Shares 30,164 Est. Cost $50.96 Unrealized
FISV FISERV 1.4%
Value ($000) $2,053 Shares 34,766 Est. Cost $25.51 Unrealized +5.7%
CISCO SYS INC 1.4%
Value ($000) $1,966 Shares 87,625 Est. Cost $20.56 Unrealized
ABBNY ABB LTD SPON ADR 1.3%
Value ($000) $1,935 Shares 72,875 Est. Cost $20.79 Unrealized
GENERAL ELECTRIC 1.2%
Value ($000) $1,816 Shares 64,754 Est. Cost $21.05 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $1,795 Shares 47,980 Est. Cost $26.72 Unrealized +12.3%
AAPL APPLE INC 1.2%
Value ($000) $1,784 Shares 3,180 Est. Cost $163.94 Unrealized -90.0%
POR PORTLAND GENL 1.1%
Value ($000) $1,606 Shares 53,190 Est. Cost $27.36 Unrealized -30.8%
GLAXOSMITHKLINE PLC ADR 1.1%
Value ($000) $1,593 Shares 29,845 Est. Cost $52.03 Unrealized
MONSANTO 0.9%
Value ($000) $1,300 Shares 11,145 Est. Cost $94.66 Unrealized
LABORATORY CORP AMER 0.8%
Value ($000) $1,200 Shares 13,135 Est. Cost $87.45 Unrealized
ALNY ALNYLAM PHARMA 0.8%
Value ($000) $1,167 Shares 18,150 Est. Cost $18.26 Unrealized +226.6%
XILINX 0.8%
Value ($000) $1,116 Shares 24,300 Est. Cost $37.72 Unrealized
NXPI NXP SEMICONDUCTORS 0.7%
Value ($000) $1,074 Shares 23,375 Est. Cost $26.32 Unrealized +39.0%
ABT ABBOTT LABS 0.7%
Value ($000) $1,048 Shares 27,360 Est. Cost $39.60 Unrealized -26.2%
TARGET CORP 0.6%
Value ($000) $936 Shares 14,805 Est. Cost $63.41 Unrealized
NATIONAL GRID PLC 0.5%
Value ($000) $764 Shares 11,700 Est. Cost $57.42 Unrealized
STT STATE STREET 0.4%
Value ($000) $614 Shares 8,359 Est. Cost $47.10 Unrealized +7.5%
CENOVUS ENERGY 0.3%
Value ($000) $475 Shares 16,550 Est. Cost $33.51 Unrealized
KO COCA COLA 0.3%
Value ($000) $403 Shares 9,753 Est. Cost $36.23 Unrealized -25.6%
UNP UNION PACIFIC 0.3%
Value ($000) $402 Shares 2,392 Est. Cost $125.72 Unrealized -51.8%
ABBV ABBVIE 0.2%
Value ($000) $343 Shares 6,510 Est. Cost $26.55 Unrealized +14.5%
DOMINION RES INC 0.2%
Value ($000) $302 Shares 4,660 Est. Cost $51.83 Unrealized
MERCK 0.2%
Value ($000) $292 Shares 5,835 Est. Cost $40.85 Unrealized
IPGP IPG PHOTONICS 0.2%
Value ($000) $261 Shares 3,370 Est. Cost $67.99 Unrealized 0.0%
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $239 Shares 3,660 Est. Cost $44.38 Unrealized +9.1%
CITY NATIONAL 0.2%
Value ($000) $238 Shares 3,010 Est. Cost $79.07 Unrealized
DU PONT 0.2%
Value ($000) $233 Shares 3,575 Est. Cost $58.36 Unrealized
BARRICK GOLD 0.1%
Value ($000) $212 Shares 12,000 Est. Cost $28.58 Unrealized
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $207 Shares 1,120 Est. Cost $163.66 Unrealized
IBM INTL BUSINESS MACH 0.1%
Value ($000) $200 Shares 1,070 Est. Cost $106.40 Unrealized 0.0%
FOCUS ENHANCEMENTS 0.0%
Value ($000) $0 Shares 11,500 Est. Cost Unrealized