Kidder Stephen W Diversified Active

CIK: 0001314377 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 24, 2014

Total Value ($000): $220,055 (100.0% shares, 0.0% debt)

Holdings (97)

JNJ JOHNSON & JOHNSON 5.2%
Value ($000) $11,481 Shares 107,709 Est. Cost $72.86 Unrealized +3.7%
EXXON MOBIL 4.1%
Value ($000) $8,986 Shares 95,529 Est. Cost $90.32 Unrealized
PG PROCTER & GAMBLE 3.6%
Value ($000) $7,993 Shares 95,471 Est. Cost $63.94 Unrealized -6.6%
CVS CVS HEALTH 3.4%
Value ($000) $7,542 Shares 94,770 Est. Cost $50.20 Unrealized +14.5%
3M 3.1%
Value ($000) $6,768 Shares 47,775 Est. Cost $101.67 Unrealized
CNI CANADIAN NATL RAILWAY 3.1%
Value ($000) $6,721 Shares 94,715 Est. Cost $67.14 Unrealized -15.9%
EMR EMERSON ELECTRIC 3.0%
Value ($000) $6,606 Shares 105,545 Est. Cost $51.29 Unrealized -6.9%
NVS NOVARTIS AG ADR 3.0%
Value ($000) $6,559 Shares 69,687 Est. Cost $67.97 Unrealized
INTC INTEL CORP 2.8%
Value ($000) $6,216 Shares 178,479 Est. Cost $22.26 Unrealized +15.7%
NSRGY NESTLE SA ADR 2.8%
Value ($000) $6,195 Shares 84,141 Est. Cost $66.95 Unrealized
ADP AUTOMATIC DATA PROCESSING 2.8%
Value ($000) $6,126 Shares 84,045 Est. Cost $56.20 Unrealized +0.1%
CVX CHEVRON 2.6%
Value ($000) $5,764 Shares 48,304 Est. Cost $95.34 Unrealized -17.6%
AAPL APPLE INC 2.4%
Value ($000) $5,281 Shares 52,422 Est. Cost $28.37 Unrealized -23.8%
SLB SCHLUMBERGER 2.3%
Value ($000) $5,138 Shares 50,524 Est. Cost $69.55 Unrealized +14.3%
QCOM QUALCOMM 2.3%
Value ($000) $5,136 Shares 68,679 Est. Cost $52.65 Unrealized +5.3%
E M C CORP MASS 2.3%
Value ($000) $5,118 Shares 174,885 Est. Cost $26.04 Unrealized
PEP PEPSICO 2.3%
Value ($000) $5,090 Shares 54,668 Est. Cost $67.51 Unrealized -3.9%
ATR APTARGROUP 2.3%
Value ($000) $4,972 Shares 81,920 Est. Cost $48.89 Unrealized +10.8%
HP HELMERICH & PAYNE 2.1%
Value ($000) $4,725 Shares 48,275 Est. Cost $76.60 Unrealized +38.7%
HD HOME DEPOT 2.0%
Value ($000) $4,504 Shares 49,111 Est. Cost $62.17 Unrealized +5.7%
NOVOZYMES A S DKK 2.0 2.0%
Value ($000) $4,501 Shares 103,720 Est. Cost $30.60 Unrealized
FISV FISERV 2.0%
Value ($000) $4,332 Shares 67,019 Est. Cost $28.30 Unrealized +11.7%
UNITED TECHNOLOGIES 1.8%
Value ($000) $3,996 Shares 37,849 Est. Cost $91.55 Unrealized
ORACLE 1.7%
Value ($000) $3,648 Shares 95,300 Est. Cost $33.53 Unrealized
MASTERCARD 1.6%
Value ($000) $3,490 Shares 47,215 Est. Cost $105.40 Unrealized
ROK ROCKWELL AUTOMATION 1.6%
Value ($000) $3,448 Shares 31,389 Est. Cost $82.80 Unrealized +13.3%
MSFT MICROSOFT CORP 1.5%
Value ($000) $3,213 Shares 69,310 Est. Cost $30.13 Unrealized +25.0%
GENERAL ELECTRIC 1.4%
Value ($000) $3,166 Shares 123,605 Est. Cost $23.26 Unrealized
PBA PEMBINA PIPELINE CO 1.3%
Value ($000) $2,966 Shares 70,390 Est. Cost $27.76 Unrealized -12.4%
DE DEERE & CO 1.3%
Value ($000) $2,906 Shares 35,445 Est. Cost $85.62 Unrealized -19.0%
CISCO SYS INC 1.3%
Value ($000) $2,814 Shares 111,800 Est. Cost $21.61 Unrealized
JOHNSON CONTROLS INC 1.2%
Value ($000) $2,744 Shares 62,355 Est. Cost $39.04 Unrealized
ABT ABBOTT LABS 1.2%
Value ($000) $2,731 Shares 65,670 Est. Cost $36.22 Unrealized -5.8%
RHHBY ROCHE HLDG LTD ADR 1.2%
Value ($000) $2,570 Shares 69,463 Est. Cost $43.39 Unrealized
XILINX 1.1%
Value ($000) $2,480 Shares 58,558 Est. Cost $42.72 Unrealized
GAUAX GABELLI UTILITES FUND CLASS A 1.1%
Value ($000) $2,387 Shares 453,782 Est. Cost $5.48 Unrealized
GLAXOSMITHKLINE PLC ADR 1.0%
Value ($000) $2,206 Shares 47,979 Est. Cost $50.30 Unrealized
PRGO PERRIGO CO 0.8%
Value ($000) $1,755 Shares 11,685 Est. Cost $144.14 Unrealized +3.4%
TARGET CORP 0.8%
Value ($000) $1,740 Shares 27,767 Est. Cost $62.21 Unrealized
POR PORTLAND GENL 0.8%
Value ($000) $1,723 Shares 53,640 Est. Cost $27.21 Unrealized -19.4%
NXPI NXP SEMICONDUCTORS 0.7%
Value ($000) $1,624 Shares 23,725 Est. Cost $27.22 Unrealized +117.2%
MONSANTO 0.7%
Value ($000) $1,559 Shares 13,850 Est. Cost $99.26 Unrealized
ABBV ABBVIE 0.7%
Value ($000) $1,488 Shares 25,765 Est. Cost $33.45 Unrealized +5.2%
WMT WAL-MART STORES 0.7%
Value ($000) $1,439 Shares 18,817 Est. Cost $20.31 Unrealized 0.0%
KO COCA COLA 0.6%
Value ($000) $1,413 Shares 33,103 Est. Cost $30.92 Unrealized -6.7%
SPY S P D R TRUST SER 1 0.6%
Value ($000) $1,281 Shares 6,500 Est. Cost $197.08 Unrealized
STT STATE STREET 0.5%
Value ($000) $1,192 Shares 16,194 Est. Cost $49.53 Unrealized +5.1%
IPGP IPG PHOTONICS 0.5%
Value ($000) $1,104 Shares 16,037 Est. Cost $68.53 Unrealized -1.7%
MEDTRONIC 0.5%
Value ($000) $1,099 Shares 17,746 Est. Cost $61.93 Unrealized
IVV ISHARES S&P 500 0.5%
Value ($000) $1,037 Shares 5,232 Est. Cost $198.20 Unrealized
SYY SYSCO 0.4%
Value ($000) $941 Shares 24,800 Est. Cost $27.57 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CL B 0.4%
Value ($000) $878 Shares 6,350 Est. Cost $133.21 Unrealized 0.0%
NATIONAL GRID PLC 0.4%
Value ($000) $855 Shares 11,900 Est. Cost $57.66 Unrealized
ILMN ILLUMINA 0.4%
Value ($000) $847 Shares 5,168 Est. Cost $155.88 Unrealized +7.2%
WALGREEN 0.4%
Value ($000) $800 Shares 13,496 Est. Cost $59.28 Unrealized
MERCK 0.3%
Value ($000) $748 Shares 12,625 Est. Cost $51.91 Unrealized
CITY NATIONAL 0.3%
Value ($000) $744 Shares 9,835 Est. Cost $76.72 Unrealized
CHUBB CORP 0.3%
Value ($000) $711 Shares 7,800 Est. Cost $91.15 Unrealized
ALNY ALNYLAM PHARMA 0.3%
Value ($000) $709 Shares 9,075 Est. Cost $18.26 Unrealized +253.2%
ARMOUR RESIDENTIAL REIT INC 0.3%
Value ($000) $680 Shares 176,500 Est. Cost $4.17 Unrealized
GIS GENERAL MILLS 0.3%
Value ($000) $671 Shares 13,300 Est. Cost $35.46 Unrealized 0.0%
UNP UNION PACIFIC 0.3%
Value ($000) $610 Shares 5,629 Est. Cost $96.97 Unrealized -17.2%
ABBNY ABB LTD SPON ADR 0.3%
Value ($000) $603 Shares 26,915 Est. Cost $20.79 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $537 Shares 10,500 Est. Cost $34.21 Unrealized 0.0%
DU PONT 0.2%
Value ($000) $519 Shares 7,215 Est. Cost $65.84 Unrealized
XYLEM INC 0.2%
Value ($000) $442 Shares 12,490 Est. Cost $35.39 Unrealized
BA BOEING COMPANY 0.2%
Value ($000) $433 Shares 3,400 Est. Cost $109.27 Unrealized 0.0%
APD AIR PRODUCTS & CHEM 0.2%
Value ($000) $427 Shares 3,280 Est. Cost $92.44 Unrealized 0.0%
SNA SNAP ON 0.2%
Value ($000) $424 Shares 3,500 Est. Cost $94.94 Unrealized 0.0%
SYK STRYKER CORP 0.2%
Value ($000) $419 Shares 5,200 Est. Cost $71.93 Unrealized 0.0%
NSC NORFOLK SOUTHERN 0.2%
Value ($000) $419 Shares 3,760 Est. Cost $82.62 Unrealized 0.0%
WFC WELLS FARGO 0.2%
Value ($000) $415 Shares 8,000 Est. Cost $37.41 Unrealized 0.0%
USB US BANCORP 0.2%
Value ($000) $411 Shares 9,837 Est. Cost $28.42 Unrealized 0.0%
FIDELITY NATL INFO SVCS 0.2%
Value ($000) $402 Shares 7,137 Est. Cost $56.33 Unrealized
COVIDIEN 0.2%
Value ($000) $376 Shares 4,346 Est. Cost $59.31 Unrealized
BP BP PLC SPON ADR 0.2%
Value ($000) $371 Shares 8,431 Est. Cost $44.00 Unrealized
KMB KIMBERLY CLARK 0.2%
Value ($000) $366 Shares 3,400 Est. Cost $70.85 Unrealized 0.0%
DOMINION RES INC 0.2%
Value ($000) $364 Shares 5,260 Est. Cost $57.11 Unrealized
AKAM AKAMAI TECHNOLOGIES 0.2%
Value ($000) $353 Shares 5,900 Est. Cost $60.11 Unrealized 0.0%
NUE NUCOR CORPORATION 0.2%
Value ($000) $347 Shares 6,388 Est. Cost $40.02 Unrealized 0.0%
PFE PFIZER 0.2%
Value ($000) $334 Shares 11,300 Est. Cost $17.45 Unrealized 0.0%
GILD GILEAD SCIENCES 0.1%
Value ($000) $330 Shares 3,100 Est. Cost $68.03 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $306 Shares 2,186 Est. Cost $94.52 Unrealized 0.0%
HSY HERSHEY COMPANY 0.1%
Value ($000) $305 Shares 3,200 Est. Cost $70.60 Unrealized 0.0%
PNC PNC FINCL SERVICES 0.1%
Value ($000) $300 Shares 3,500 Est. Cost $59.84 Unrealized 0.0%
ADI ANALOG DEVICES 0.1%
Value ($000) $287 Shares 5,800 Est. Cost $40.45 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPONS 0.1%
Value ($000) $281 Shares 3,700 Est. Cost $75.95 Unrealized
DIS DISNEY 0.1%
Value ($000) $276 Shares 3,100 Est. Cost $71.55 Unrealized +10.8%
SJM SMUCKER J M 0.1%
Value ($000) $272 Shares 2,750 Est. Cost $73.44 Unrealized 0.0%
ANADARKO PETE 0.1%
Value ($000) $264 Shares 2,610 Est. Cost $106.84 Unrealized
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $239 Shares 5,000 Est. Cost $70.32 Unrealized
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $232 Shares 3,550 Est. Cost $51.15 Unrealized -0.9%
AMERICAN CAPITAL AGENCY CORP 0.1%
Value ($000) $227 Shares 10,700 Est. Cost $21.21 Unrealized
CYS INVESTMENTS INC 0.1%
Value ($000) $222 Shares 27,000 Est. Cost $8.22 Unrealized
UNFI UNITED NATURAL FOODS 0.1%
Value ($000) $204 Shares 3,325 Est. Cost $62.80 Unrealized 0.0%
STKL SUNOPTA INC 0.1%
Value ($000) $181 Shares 15,025 Est. Cost $13.17 Unrealized 0.0%
FOCUS ENHANCEMENTS 0.0%
Value ($000) $0 Shares 11,500 Est. Cost Unrealized