Estabrook Capital Management Diversified Active

CIK: 0001344717 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $680,632,256 (100.0% shares, 0.0% debt)

Holdings (419)

MSFT MICROSOFT CORPORATION 4.4%
Value ($000) $29,953,670 Shares 520,029 Est. Cost $26.70 Unrealized +88.3%
JPM J.P. MORGAN CHASE & CO 4.1%
Value ($000) $28,198,801 Shares 423,469 Est. Cost $36.24 Unrealized +40.3%
GENERAL ELECTRIC COMPANY 3.9%
Value ($000) $26,251,317 Shares 886,270 Est. Cost $23231.46 Unrealized
INTC INTEL CORPORATION 3.1%
Value ($000) $21,072,881 Shares 558,222 Est. Cost $18.19 Unrealized +57.3%
HON HONEYWELL INTERNATIONAL INC. 2.9%
Value ($000) $19,644,832 Shares 168,495 Est. Cost $53.13 Unrealized +61.9%
MDT MEDTRONIC PLC 2.8%
Value ($000) $19,126,541 Shares 221,372 Est. Cost $58.10 Unrealized +18.4%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $18,632,645 Shares 157,730 Est. Cost $59.66 Unrealized +56.9%
CSCO CISCO SYS INC 2.6%
Value ($000) $17,923,196 Shares 565,044 Est. Cost $15.32 Unrealized +50.5%
VZ VERIZON COMMUNICATIONS 2.6%
Value ($000) $17,922,028 Shares 344,787 Est. Cost $26.98 Unrealized +21.9%
UNP UNION PAC CORP 2.6%
Value ($000) $17,603,385 Shares 180,492 Est. Cost $65.05 Unrealized +16.8%
PNC PNC FINANCIAL GROUP 2.4%
Value ($000) $16,541,155 Shares 183,607 Est. Cost $47.34 Unrealized +33.7%
COST COSTCO WHOLESALE CORP 2.3%
Value ($000) $15,599,943 Shares 102,288 Est. Cost $86.65 Unrealized +58.1%
PFE PFIZER INC 2.3%
Value ($000) $15,506,905 Shares 457,836 Est. Cost $16.64 Unrealized +33.8%
F FORD MTR CO DEL PAR $0.01 2.3%
Value ($000) $15,373,257 Shares 1,273,675 Est. Cost $7.77 Unrealized -1.1%
DU PONT E I DE NEMOURS CO 2.3%
Value ($000) $15,321,798 Shares 228,786 Est. Cost $52667.86 Unrealized
DOW CHEMICAL CORP 2.1%
Value ($000) $14,156,691 Shares 273,137 Est. Cost $32170.00 Unrealized
C CITIGROUP INC 2.1%
Value ($000) $14,069,297 Shares 297,889 Est. Cost $36.97 Unrealized -7.6%
APPLE COMPUTER INC 2.0%
Value ($000) $13,882,653 Shares 122,801 Est. Cost $113050.00 Unrealized
XOM EXXON MOBIL CORPORATION 2.0%
Value ($000) $13,570,382 Shares 155,481 Est. Cost $53.22 Unrealized +10.0%
MRK MERCK & COMPANY 1.7%
Value ($000) $11,871,131 Shares 190,212 Est. Cost $31.82 Unrealized +37.5%
WFC WELLS FARGO NEW 1.7%
Value ($000) $11,546,010 Shares 260,750 Est. Cost $27.81 Unrealized +32.5%
IBM INTERNATIONAL BUSINESS MACHINE 1.7%
Value ($000) $11,303,289 Shares 71,157 Est. Cost $118.94 Unrealized -14.4%
CB CHUBB LIMITED COM 1.6%
Value ($000) $10,702,741 Shares 85,179 Est. Cost $96.06 Unrealized +11.6%
GLW CORNING INC 1.5%
Value ($000) $10,536,524 Shares 445,519 Est. Cost $13.61 Unrealized +27.6%
SLB SCHLUMBERGER 1.5%
Value ($000) $9,950,083 Shares 126,527 Est. Cost $53.09 Unrealized +14.3%
TIFFANY & CO NEW 1.4%
Value ($000) $9,843,108 Shares 135,524 Est. Cost $72840.00 Unrealized
DUK DUKE ENERGY CORPORATION COM NE 1.4%
Value ($000) $9,471,373 Shares 118,333 Est. Cost $45.90 Unrealized +22.9%
T A T & T INC 1.4%
Value ($000) $9,289,375 Shares 228,746 Est. Cost $12.46 Unrealized +30.7%
CVX CHEVRON CORPORATION 1.3%
Value ($000) $9,180,258 Shares 89,198 Est. Cost $66.38 Unrealized +3.2%
COP CONOCOPHILLIPS 1.3%
Value ($000) $9,021,025 Shares 207,523 Est. Cost $38.97 Unrealized -20.1%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $8,715,623 Shares 97,110 Est. Cost $59.14 Unrealized +14.2%
AMGEN INC 1.2%
Value ($000) $8,366,356 Shares 50,155 Est. Cost $166810.02 Unrealized
BANK OF AMERICA 1.2%
Value ($000) $8,362,546 Shares 534,348 Est. Cost $15650.00 Unrealized
NSC NORFOLK SOUTHN CORP 1.2%
Value ($000) $8,181,673 Shares 84,295 Est. Cost $57.67 Unrealized +30.3%
MMM 3M COMPANY COM 1.1%
Value ($000) $7,421,398 Shares 42,112 Est. Cost $69.87 Unrealized +56.3%
FRPH FRP HLDGS INC COM 1.1%
Value ($000) $7,206,593 Shares 231,947 Est. Cost $15.79 Unrealized +6.9%
TGT TARGET CORP 1.0%
Value ($000) $7,114,080 Shares 103,583 Est. Cost $53.35 Unrealized +1.9%
NEE NEXTERA ENERGY INC COM 1.0%
Value ($000) $6,977,744 Shares 57,045 Est. Cost $21.65 Unrealized +14.6%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $6,684,720 Shares 47,748 Est. Cost $67.04 Unrealized +79.8%
WMB WILLIAMS CO 0.9%
Value ($000) $6,186,133 Shares 201,306 Est. Cost $18.03 Unrealized -10.0%
CANADIAN PAC RY LTD COM 0.8%
Value ($000) $5,333,964 Shares 34,931 Est. Cost $121380.00 Unrealized
CVS CVS CORPORATION 0.8%
Value ($000) $5,110,607 Shares 57,429 Est. Cost $75.35 Unrealized -5.9%
HD HOME DEPOT INC 0.7%
Value ($000) $4,899,491 Shares 38,075 Est. Cost $82.30 Unrealized +29.2%
BLX BANCO LATINOAMER EXPORT S A CL 0.7%
Value ($000) $4,885,369 Shares 173,363 Est. Cost $13.63 Unrealized +15.6%
AFLAC INC 0.7%
Value ($000) $4,740,186 Shares 65,955 Est. Cost $71870.00 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $4,072,458 Shares 37,441 Est. Cost $69.10 Unrealized +17.3%
UNITED TECHNOLOGIES CORP. 0.6%
Value ($000) $3,930,193 Shares 38,683 Est. Cost $92940.00 Unrealized
BANK OF NEW YORK MELLON CORPOR 0.6%
Value ($000) $3,750,674 Shares 94,049 Est. Cost $39880.00 Unrealized
WHR WHIRLPOOL CORP 0.5%
Value ($000) $3,460,170 Shares 21,338 Est. Cost $161.96 Unrealized +9.4%
ETN EATON CORP PLC SHS 0.5%
Value ($000) $3,377,625 Shares 51,402 Est. Cost $46.59 Unrealized +13.5%
DIS DISNEY (WALT) PRODUCTIONS 0.5%
Value ($000) $3,260,315 Shares 35,110 Est. Cost $94.44 Unrealized -5.9%
USB U S BANCORP 0.5%
Value ($000) $3,234,421 Shares 75,412 Est. Cost $22.41 Unrealized +33.7%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $3,043,225 Shares 14,224 Est. Cost $69.24 Unrealized +169.0%
RNR RENAISSANCERE HLDGS LTD ORD 0.4%
Value ($000) $2,934,067 Shares 24,418 Est. Cost $88.89 Unrealized +32.6%
AMERIGAS PARTNERS L P UT LTD P 0.4%
Value ($000) $2,890,689 Shares 63,309 Est. Cost $45660.00 Unrealized
BIIB BIOGEN, INC. 0.4%
Value ($000) $2,817,270 Shares 9,000 Est. Cost $213.68 Unrealized +38.6%
WMT WAL MART STORES INC 0.4%
Value ($000) $2,804,891 Shares 38,892 Est. Cost $18.85 Unrealized +9.3%
DOV DOVER CORP 0.4%
Value ($000) $2,709,142 Shares 36,789 Est. Cost $40.11 Unrealized +23.5%
NVGS NAVIGATOR HOLDINGS LTD SHS 0.4%
Value ($000) $2,504,061 Shares 348,270 Est. Cost $23.18 Unrealized -64.1%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $2,490,337 Shares 35,485 Est. Cost $25.31 Unrealized +108.1%
GASLOG LTD SHS 0.4%
Value ($000) $2,439,235 Shares 167,645 Est. Cost $16607.65 Unrealized
NATIONAL-OILWELL INC COM 0.3%
Value ($000) $2,135,513 Shares 58,125 Est. Cost $68900.00 Unrealized
GLOG 8.75 PERP A GASLOG LTD PFD SHS SER A 0.3%
Value ($000) $2,013,026 Shares 79,787 Est. Cost $22041.74 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $1,940,286 Shares 24,175 Est. Cost $41.78 Unrealized +64.2%
PATRIOT TRANSPORTATION HOLDING 0.3%
Value ($000) $1,774,685 Shares 86,570 Est. Cost $24179.60 Unrealized
CAH CARDINAL HEALTH INC. 0.3%
Value ($000) $1,770,239 Shares 22,783 Est. Cost $56.14 Unrealized +9.5%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $1,703,016 Shares 13,501 Est. Cost $85.33 Unrealized +9.6%
PEOPLES UNITED FINANCIAL 0.2%
Value ($000) $1,568,047 Shares 99,118 Est. Cost $14908.51 Unrealized
BMY BRISTOL MYERS SQUIBB CO. 0.2%
Value ($000) $1,505,986 Shares 27,930 Est. Cost $31.49 Unrealized +46.5%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,447,583 Shares 22,952 Est. Cost $26.55 Unrealized +65.4%
ALLSTATE CORP 0.2%
Value ($000) $1,365,267 Shares 19,735 Est. Cost $69179.98 Unrealized
ANALOG DEVICES INC 0.2%
Value ($000) $1,289,000 Shares 20,000 Est. Cost $64450.00 Unrealized
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $1,170,660 Shares 17,900 Est. Cost $40.67 Unrealized +30.7%
EVERBANK FINL CORP DEP1/1000 P 0.2%
Value ($000) $1,151,391 Shares 44,804 Est. Cost $25047.06 Unrealized
IBERIABANK CORP DSHS 1/400 PFD 0.2%
Value ($000) $1,130,604 Shares 42,400 Est. Cost $26200.09 Unrealized
SON SONOCO PRODUCTS 0.2%
Value ($000) $1,114,502 Shares 21,096 Est. Cost $23.28 Unrealized +61.6%
FDX FEDEX CORP 0.2%
Value ($000) $1,103,104 Shares 6,315 Est. Cost $82.70 Unrealized +70.4%
BAKER HUGHES INC 0.2%
Value ($000) $1,035,745 Shares 20,522 Est. Cost $50469.98 Unrealized
PRAXAIR INC 0.1%
Value ($000) $996,727 Shares 8,249 Est. Cost $115159.98 Unrealized
RAYTHEON CO NEW COM 0.1%
Value ($000) $943,925 Shares 6,934 Est. Cost $66119.99 Unrealized
BERKSHIRE HATHAWAY INC DEL CL 0.1%
Value ($000) $939,633 Shares 6,504 Est. Cost $144470.02 Unrealized
AGN 5.5 03/01/18 A ALLERGAN PLC PFD CONV SER A 0.1%
Value ($000) $929,927 Shares 1,132 Est. Cost $821490.30 Unrealized
EPD ENTERPRISE PRODS PARTNERS L CO 0.1%
Value ($000) $898,804 Shares 32,530 Est. Cost $47945.73 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $854,291 Shares 10,330 Est. Cost $59.82 Unrealized +25.4%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $846,478 Shares 13,276 Est. Cost $32.55 Unrealized +69.4%
PPG PPG INDS INC 0.1%
Value ($000) $826,880 Shares 8,000 Est. Cost $75.04 Unrealized +17.7%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $714,861 Shares 4,410 Est. Cost $92.45 Unrealized +69.2%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $707,690 Shares 6,178 Est. Cost $65.88 Unrealized +44.6%
KO COCA COLA CO 0.1%
Value ($000) $696,206 Shares 16,451 Est. Cost $27.84 Unrealized +16.9%
BECTON DICKINSON & CO 0.1%
Value ($000) $682,974 Shares 3,800 Est. Cost $179730.00 Unrealized
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $675,920 Shares 15,811 Est. Cost $34341.08 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $662,276 Shares 3,744 Est. Cost $77.23 Unrealized +108.0%
ABBOTT LABS 0.1%
Value ($000) $651,647 Shares 15,409 Est. Cost $42290.02 Unrealized
AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $628,553 Shares 9,815 Est. Cost $64040.04 Unrealized
GMAC CAP TR I GTD TR PFD-2 0.1%
Value ($000) $615,557 Shares 24,225 Est. Cost $25520.35 Unrealized
OMC OMNICOM GROUP 0.1%
Value ($000) $583,610 Shares 6,866 Est. Cost $40.69 Unrealized +48.7%
SPY SPDR TR UNIT SER 1 0.1%
Value ($000) $582,929 Shares 2,695 Est. Cost $209370.12 Unrealized
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $573,778 Shares 4,413 Est. Cost $67.30 Unrealized +70.0%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $549,484 Shares 7,231 Est. Cost $35.40 Unrealized +51.9%
M MACYS INC COM 0.1%
Value ($000) $519,812 Shares 14,030 Est. Cost $46.44 Unrealized -22.0%
EOG EOG RESOURCES INC. 0.1%
Value ($000) $508,888 Shares 5,262 Est. Cost $55.40 Unrealized +17.6%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $497,455 Shares 4,374 Est. Cost $59.94 Unrealized +81.3%
MTB M & T BK CORP 0.1%
Value ($000) $488,897 Shares 4,211 Est. Cost $81.13 Unrealized +9.5%
PSA PUBLIC STORAGE INC 0.1%
Value ($000) $480,867 Shares 2,155 Est. Cost $97.16 Unrealized +64.4%
SYK STRYKER CORP 0.1%
Value ($000) $477,281 Shares 4,100 Est. Cost $57.25 Unrealized +83.3%
BUCKEYE PARTNERS L P 0.1%
Value ($000) $449,004 Shares 6,271 Est. Cost $69482.38 Unrealized
MALLINCKRODT PUB LTD CO SHS 0.1%
Value ($000) $445,196 Shares 6,380 Est. Cost $44090.02 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $442,676 Shares 5,595 Est. Cost $65.26 Unrealized -11.5%
VFC V F CORP 0.1%
Value ($000) $432,594 Shares 7,718 Est. Cost $58.13 Unrealized -0.7%
EIX EDISON INTERNATIONAL 0.1%
Value ($000) $407,924 Shares 5,646 Est. Cost $30.71 Unrealized +66.2%
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $404,415 Shares 2,636 Est. Cost $47.53 Unrealized +191.0%
BORG WARNER AUTOMOTIVE INC 0.1%
Value ($000) $403,796 Shares 11,478 Est. Cost $35180.00 Unrealized
NSRGY NESTLE ADR 0.1%
Value ($000) $402,729 Shares 5,100 Est. Cost $65779.99 Unrealized
SNY SANOFI-AVENTIS ADR 0.1%
Value ($000) $387,514 Shares 10,147 Est. Cost $50355.79 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.1%
Value ($000) $382,234 Shares 7,634 Est. Cost $63800.00 Unrealized
SUNOCO LOGISTICS PARTNERS L CO 0.1%
Value ($000) $379,018 Shares 13,341 Est. Cost $56996.14 Unrealized
WPP WPP PLC NEW ADR 0.1%
Value ($000) $353,160 Shares 3,000 Est. Cost $85390.00 Unrealized
CSX CSX CORP 0.1%
Value ($000) $348,768 Shares 11,435 Est. Cost $7.25 Unrealized +14.3%
CMCSA COMCAST CORP NEW COM CL A 0.1%
Value ($000) $346,162 Shares 5,218 Est. Cost $19.94 Unrealized +33.5%
GOOGL ALPHABET CLASS A 0.1%
Value ($000) $340,921 Shares 424 Est. Cost $36.69 Unrealized +5.8%
BP AMOCO ADS 0.0%
Value ($000) $336,341 Shares 9,566 Est. Cost $38330.50 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $329,288 Shares 4,088 Est. Cost $44.22 Unrealized +23.1%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $323,568 Shares 2,700 Est. Cost $49.85 Unrealized +86.3%
ORCL ORACLE SYS CORP 0.0%
Value ($000) $293,579 Shares 7,474 Est. Cost $30.19 Unrealized +17.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $284,708 Shares 2,468 Est. Cost $72.01 Unrealized +31.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $279,480 Shares 4,080 Est. Cost $45.06 Unrealized +4.1%
DE DEERE & CO. 0.0%
Value ($000) $274,486 Shares 3,216 Est. Cost $68.04 Unrealized +3.4%
GWW GRAINGER W W INC 0.0%
Value ($000) $269,808 Shares 1,200 Est. Cost $201.89 Unrealized -3.6%
HPE HEWLETT PACKARD ENTERPRISE CCO 0.0%
Value ($000) $268,450 Shares 11,800 Est. Cost $6.50 Unrealized +45.2%
EQT MIDSTREAM PARTNERS LP UNIT 0.0%
Value ($000) $251,046 Shares 3,295 Est. Cost $49808.06 Unrealized
CNOOC LTD SPONSORED ADR 0.0%
Value ($000) $240,331 Shares 1,900 Est. Cost $167480.00 Unrealized
ENBRIDGE ENERGY PARTNERS L P C 0.0%
Value ($000) $240,263 Shares 9,448 Est. Cost $30489.99 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $238,826 Shares 2,925 Est. Cost $53.19 Unrealized -5.5%
KINDER MORGAN INC DEL PFD SER 0.0%
Value ($000) $235,329 Shares 4,700 Est. Cost $42476.60 Unrealized
CAT CATERPILLAR 0.0%
Value ($000) $226,364 Shares 2,550 Est. Cost $61.55 Unrealized +7.2%
DNOW NOW INC COM 0.0%
Value ($000) $219,850 Shares 10,259 Est. Cost $33.70 Unrealized -40.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $209,235 Shares 3,250 Est. Cost $46421.09 Unrealized
EVERBANK FINL CORP COM 0.0%
Value ($000) $203,183 Shares 10,495 Est. Cost $16607.37 Unrealized
AMETEK INC NEW 0.0%
Value ($000) $203,065 Shares 4,250 Est. Cost $47780.00 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $192,465 Shares 8,321 Est. Cost $19.54 Unrealized -33.2%
HPQ HP INC COM 0.0%
Value ($000) $183,254 Shares 11,800 Est. Cost $9.12 Unrealized +14.8%
NFG NATIONAL FUEL GAS CO N J 0.0%
Value ($000) $178,431 Shares 3,300 Est. Cost $60.82 Unrealized -7.1%
GOOG ALPHABET CLASS C 0.0%
Value ($000) $177,999 Shares 229 Est. Cost $35.61 Unrealized +5.8%
GLAXO PLC 0.0%
Value ($000) $177,178 Shares 4,108 Est. Cost $49970.00 Unrealized
LOW LOWES CO 0.0%
Value ($000) $175,831 Shares 2,435 Est. Cost $36.58 Unrealized +78.8%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $171,322 Shares 1,914 Est. Cost $48.07 Unrealized +20.7%
CITIGROUP INC DEP SHS PFD S 0.0%
Value ($000) $169,732 Shares 6,338 Est. Cost $26700.06 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $166,088 Shares 2,600 Est. Cost $31.98 Unrealized +56.4%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $165,504 Shares 3,200 Est. Cost $55130.00 Unrealized
BARCLAYS BANK PLC ADR PFD SR 5 0.0%
Value ($000) $165,291 Shares 6,350 Est. Cost $25849.83 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $163,748 Shares 1,750 Est. Cost $45.08 Unrealized +78.3%
EXPRESS SCRIPTS HOLDING COMPAN 0.0%
Value ($000) $159,468 Shares 2,261 Est. Cost $61739.93 Unrealized
ET ENERGY TRANSFER EQUITY L P COM 0.0%
Value ($000) $154,468 Shares 9,200 Est. Cost $41215.00 Unrealized
TV GRUPO TELEVISA SA DE CV 0.0%
Value ($000) $154,140 Shares 6,000 Est. Cost $24840.00 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $151,050 Shares 3,800 Est. Cost $26.50 Unrealized +46.7%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $150,744 Shares 2,200 Est. Cost $0.97 Unrealized +50.2%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $149,655 Shares 1,500 Est. Cost $59.57 Unrealized +34.4%
WLY WILEY JOHN & SONS INC CLASS A 0.0%
Value ($000) $144,508 Shares 2,800 Est. Cost $27.09 Unrealized +51.4%
ENERGY TRANSFER PRTNRS L P UNI 0.0%
Value ($000) $134,162 Shares 3,626 Est. Cost $50237.02 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $132,841 Shares 2,437 Est. Cost $40.02 Unrealized +5.7%
AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $131,771 Shares 1,494 Est. Cost $88200.13 Unrealized
HARRIS CORPORATION 0.0%
Value ($000) $130,819 Shares 1,428 Est. Cost $50625.06 Unrealized
IBERIABANK CORP COM 0.0%
Value ($000) $129,139 Shares 1,924 Est. Cost $68230.25 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $128,816 Shares 1,850 Est. Cost $46.48 Unrealized +6.9%
ROK ROCKWELL INTL CORP NEW 0.0%
Value ($000) $122,340 Shares 1,000 Est. Cost $67.20 Unrealized +45.9%
VARIAN MED SYS INC 0.0%
Value ($000) $119,436 Shares 1,200 Est. Cost $67450.00 Unrealized
MAGELLAN MIDSTREAM PRTNRS LPCO 0.0%
Value ($000) $116,862 Shares 1,652 Est. Cost $55471.85 Unrealized
PHM PULTE HOMES INC COM 0.0%
Value ($000) $115,731 Shares 5,775 Est. Cost $17.74 Unrealized +4.6%
BANK AMER CORP DEP SHS PFD EE 0.0%
Value ($000) $114,205 Shares 4,349 Est. Cost $26260.06 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $112,649 Shares 2,510 Est. Cost $33.18 Unrealized +9.6%
QIAGEN N V ORD 0.0%
Value ($000) $111,132 Shares 4,050 Est. Cost $19910.12 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $108,504 Shares 4,559 Est. Cost $8.48 Unrealized +181.2%
PRNHX T ROWE PRICE NEW HORIZON FD 0.0%
Value ($000) $107,736 Shares 2,336 Est. Cost $40737.56 Unrealized
US BANCORP 5.15% PFD SERIES H 0.0%
Value ($000) $106,280 Shares 4,000 Est. Cost $23450.00 Unrealized
APACHE CORP 0.0%
Value ($000) $106,024 Shares 1,660 Est. Cost $63869.88 Unrealized
EAT BRINKER INTL INC 0.0%
Value ($000) $105,903 Shares 2,100 Est. Cost $32.07 Unrealized +37.3%
NOK NOKIA CORP 0.0%
Value ($000) $103,641 Shares 17,900 Est. Cost $4831.64 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $102,408 Shares 1,360 Est. Cost $37.50 Unrealized +47.9%
GASLOG PARTNERS LP UNIT LTD PT 0.0%
Value ($000) $101,324 Shares 4,650 Est. Cost $22033.99 Unrealized
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $99,520 Shares 2,082 Est. Cost $47800.19 Unrealized
PAA PLAINS ALL AMERN PIPELINE L UN 0.0%
Value ($000) $97,025 Shares 3,089 Est. Cost $55809.98 Unrealized
BANK OF AMERICA CORPORATION DE 0.0%
Value ($000) $95,815 Shares 3,550 Est. Cost $26990.14 Unrealized
GEL GENESIS ENERGY L P UNIT LTD PA 0.0%
Value ($000) $95,191 Shares 2,507 Est. Cost $38370.16 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $93,933 Shares 9,654 Est. Cost $9.34 Unrealized -0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $93,134 Shares 2,905 Est. Cost $19.43 Unrealized +17.6%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $92,540 Shares 1,246 Est. Cost $34.73 Unrealized +45.8%
SCHWAB 6.00% SERIES B PFD 0.0%
Value ($000) $92,225 Shares 3,500 Est. Cost $25450.00 Unrealized
VALERO ENERGY PARTNERS LP COM 0.0%
Value ($000) $91,793 Shares 2,101 Est. Cost $47098.66 Unrealized
BUNGE LIMITED COM 0.0%
Value ($000) $88,845 Shares 1,500 Est. Cost $70769.98 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $88,128 Shares 1,894 Est. Cost $33.21 Unrealized 0.0%
JPMORGAN CHASE & CO DEP SHS 1/ 0.0%
Value ($000) $88,043 Shares 3,250 Est. Cost $25383.33 Unrealized
VOD VODAFONE GROUP PLC NEW SPNSR A 0.0%
Value ($000) $87,042 Shares 2,986 Est. Cost $34875.11 Unrealized
NEM NEWMONT MNG CORP 0.0%
Value ($000) $86,045 Shares 2,190 Est. Cost $26.01 Unrealized +25.3%
CITIGROUP INC DTD 03/19/13 5.8 0.0%
Value ($000) $85,569 Shares 3,300 Est. Cost $23563.94 Unrealized
BANK OF AMERICA CORPORATION DE 0.0%
Value ($000) $83,917 Shares 3,100 Est. Cost $27070.00 Unrealized
MDLZ MONDELEZ INTL INC COM 0.0%
Value ($000) $83,147 Shares 1,894 Est. Cost $25.48 Unrealized +38.2%
PRITX ROWE T PRICE INTL FDS INC INTL 0.0%
Value ($000) $82,250 Shares 5,046 Est. Cost $14414.64 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $80,360 Shares 800 Est. Cost $73.37 Unrealized +5.3%
RELM WIRELESS CORP COM 0.0%
Value ($000) $78,642 Shares 14,727 Est. Cost $3000.00 Unrealized
DEUTSCHE BK CONTGNT CAP TR ITR 0.0%
Value ($000) $78,474 Shares 3,300 Est. Cost $23780.00 Unrealized
NTIC NORTHERN TECH INTL CORP 0.0%
Value ($000) $76,784 Shares 6,094 Est. Cost $4.86 Unrealized +19.7%
ANADARKO PETE CORP 0.0%
Value ($000) $74,892 Shares 1,182 Est. Cost $63360.41 Unrealized
SWK STANLEY BLACK AND DECKER INC 0.0%
Value ($000) $72,681 Shares 591 Est. Cost $56.98 Unrealized +65.6%
WELLS FARGO & CO NEW DEP SHS 1 0.0%
Value ($000) $70,967 Shares 2,650 Est. Cost $25078.70 Unrealized
TC PIPELINES LP UT COM LTD PRT 0.0%
Value ($000) $70,888 Shares 1,243 Est. Cost $48271.99 Unrealized
A AGILENT TECHNOLOGIES INC. 0.0%
Value ($000) $70,400 Shares 1,495 Est. Cost $27.97 Unrealized +55.2%
MPLX MPLX LP COM UNIT REP L 0.0%
Value ($000) $69,582 Shares 2,055 Est. Cost $38917.42 Unrealized
BLACKROCK INC CL A 0.0%
Value ($000) $68,867 Shares 190 Est. Cost $307680.34 Unrealized
CITIGROUP INC DEP 1/1000 PFD 0.0%
Value ($000) $66,672 Shares 2,400 Est. Cost $25460.83 Unrealized
VENTAS REALTY LP 5.450% PREFER 0.0%
Value ($000) $66,650 Shares 2,500 Est. Cost $23620.00 Unrealized
WELLS FARGO & CO NEW DEP PFD V 0.0%
Value ($000) $66,256 Shares 2,475 Est. Cost $25257.12 Unrealized
SUNTRUST BANKS 5.875% SERIES E 0.0%
Value ($000) $66,150 Shares 2,500 Est. Cost $23760.00 Unrealized
MONSANTO CO 0.0%
Value ($000) $66,123 Shares 647 Est. Cost $98800.03 Unrealized
WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $65,895 Shares 11,725 Est. Cost $23000.00 Unrealized
BOEING CO 0.0%
Value ($000) $65,870 Shares 500 Est. Cost $131740.00 Unrealized
DCP MIDSTREAM PARTNERS LP COM 0.0%
Value ($000) $65,396 Shares 1,851 Est. Cost $53915.57 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $64,968 Shares 600 Est. Cost $53.10 Unrealized +81.2%
TELEPHONE & DATA SYSTEM 7.000% 0.0%
Value ($000) $64,675 Shares 2,500 Est. Cost $25820.00 Unrealized
STANLEY BLACK & DECKER 5.750% 0.0%
Value ($000) $64,450 Shares 2,500 Est. Cost $24460.00 Unrealized
TEVA TEVA PHARMACEUTICAL INDS ADR 0.0%
Value ($000) $64,414 Shares 1,400 Est. Cost $39200.00 Unrealized
TELEPHONE & DATA SYSTEM 5.875% 0.0%
Value ($000) $63,050 Shares 2,500 Est. Cost $24070.00 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $62,374 Shares 1,300 Est. Cost $25.91 Unrealized +13.9%
BCE BCE INC COM NEW 0.0%
Value ($000) $62,343 Shares 1,350 Est. Cost $22.29 Unrealized +21.1%
J P MORGAN CHASE & CO. DEP SHS 0.0%
Value ($000) $62,238 Shares 2,200 Est. Cost $26790.00 Unrealized
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.0%
Value ($000) $62,152 Shares 2,000 Est. Cost $49796.75 Unrealized
KN KNOWLES CORP COM 0.0%
Value ($000) $61,961 Shares 4,410 Est. Cost $29.82 Unrealized -52.5%
SO SOUTHERN CO 0.0%
Value ($000) $61,560 Shares 1,200 Est. Cost $26.74 Unrealized +33.1%
ECL ECOLAB INC 0.0%
Value ($000) $60,860 Shares 500 Est. Cost $76.55 Unrealized +42.4%
KATE SPADE & CO COM 0.0%
Value ($000) $59,390 Shares 3,467 Est. Cost $37089.99 Unrealized
TORCHMARK CORP 0.0%
Value ($000) $57,501 Shares 900 Est. Cost $61820.00 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $56,384 Shares 754 Est. Cost $25.32 Unrealized +35.4%
BARD C R INC N J 0.0%
Value ($000) $56,070 Shares 250 Est. Cost $224280.00 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $55,695 Shares 300 Est. Cost $144750.00 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $54,785 Shares 1,242 Est. Cost $37.00 Unrealized -22.8%
JPMORGAN CHASE & CO DEP SHS RE 0.0%
Value ($000) $54,320 Shares 2,000 Est. Cost $25920.00 Unrealized
WILLIAMS PARTNERS L P 0.0%
Value ($000) $53,442 Shares 1,437 Est. Cost $49219.77 Unrealized
COMCAST CORP NEW NT 61 0.0%
Value ($000) $53,400 Shares 2,000 Est. Cost $24390.00 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $52,580 Shares 550 Est. Cost $74.38 Unrealized +13.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $52,083 Shares 900 Est. Cost $31.03 Unrealized +46.1%
NORDSTROM INC 0.0%
Value ($000) $51,880 Shares 1,000 Est. Cost $59940.00 Unrealized
KIMCO RLTY CORP PFD-1 0.0%
Value ($000) $51,740 Shares 2,000 Est. Cost $24890.00 Unrealized
GOLDMAN SACHS GROUP INC DEPSHS 0.0%
Value ($000) $51,740 Shares 2,000 Est. Cost $26190.00 Unrealized
JPMORGAN CHASE & CO DEP SHS PF 0.0%
Value ($000) $51,449 Shares 1,850 Est. Cost $25249.23 Unrealized
PUBLIC STORAGE 5.20% SERIES X 0.0%
Value ($000) $51,405 Shares 2,000 Est. Cost $23250.00 Unrealized
GOLDMAN SACHS 6.500% PFD 0.0%
Value ($000) $51,140 Shares 2,000 Est. Cost $26020.00 Unrealized
PUBLIC STORAGE 5.900% PREFERRE 0.0%
Value ($000) $50,860 Shares 2,000 Est. Cost $25000.00 Unrealized
FRONTIER COMMUNICATIONS CORP C 0.0%
Value ($000) $50,382 Shares 12,111 Est. Cost $4063.38 Unrealized
MKSI MKS INSTRS INC 0.0%
Value ($000) $49,730 Shares 1,000 Est. Cost $23.45 Unrealized +86.2%
AMEREN CORP 0.0%
Value ($000) $49,180 Shares 1,000 Est. Cost $49180.00 Unrealized
BANK OF AMERICA CORPORATION PF 0.0%
Value ($000) $46,062 Shares 1,800 Est. Cost $25590.00 Unrealized
FRBAX HANCOCK JOHN INVT TR II REGL B 0.0%
Value ($000) $45,587 Shares 2,249 Est. Cost $18841.09 Unrealized
A V HOMES INC 0.0%
Value ($000) $45,261 Shares 2,720 Est. Cost $16081.17 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $44,370 Shares 4,500 Est. Cost $4.66 Unrealized +37.8%
XYL XYLEM INC COM 0.0%
Value ($000) $40,911 Shares 780 Est. Cost $23.44 Unrealized +86.7%
SPX FLOW INC COM 0.0%
Value ($000) $40,196 Shares 1,300 Est. Cost $34430.00 Unrealized
PEG PUBLIC SVC ENTERPRISES 0.0%
Value ($000) $40,111 Shares 958 Est. Cost $25.70 Unrealized +24.0%
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $39,190 Shares 260 Est. Cost $110020.61 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $38,790 Shares 250 Est. Cost $115.47 Unrealized +5.3%
SHIRE PHARMACEUTICALS GROUP AD 0.0%
Value ($000) $38,772 Shares 200 Est. Cost $190093.90 Unrealized
VALIDUS HOLDINGS LTD COM SHS 0.0%
Value ($000) $38,760 Shares 778 Est. Cost $36119.54 Unrealized
CITIGROUP CAPITAL 7.875% XIII 0.0%
Value ($000) $38,164 Shares 1,450 Est. Cost $27880.00 Unrealized
CERS CERUS CORP COM 0.0%
Value ($000) $37,260 Shares 6,000 Est. Cost $4.71 Unrealized +39.0%
SPH SUBURBAN PROPANE PARTNERS L UN 0.0%
Value ($000) $36,630 Shares 1,100 Est. Cost $46450.07 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $36,610 Shares 1,000 Est. Cost $21.78 Unrealized +56.2%
CODI COMPASS DIVERSIFIED HOLDINGSSH 0.0%
Value ($000) $35,629 Shares 2,050 Est. Cost $8.30 Unrealized +12.6%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $35,581 Shares 1,592 Est. Cost $9.16 Unrealized +75.1%
SIEGY SIEMENS A G SPONSORED ADR 0.0%
Value ($000) $35,130 Shares 300 Est. Cost $101310.00 Unrealized
VECTOR GROUP LTD COM 0.0%
Value ($000) $34,749 Shares 1,614 Est. Cost $22559.02 Unrealized
FLR FLUOR CORP NEW 0.0%
Value ($000) $34,128 Shares 665 Est. Cost $53.56 Unrealized -11.3%
O REALTY INCOME CORP 0.0%
Value ($000) $33,465 Shares 500 Est. Cost $27.77 Unrealized +52.6%
EBAY INC NT 56 0.0%
Value ($000) $32,568 Shares 1,200 Est. Cost $25200.00 Unrealized
NUVEEN INSD DIVID ADVANTAGE CO 0.0%
Value ($000) $32,477 Shares 2,021 Est. Cost $16259.77 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $31,827 Shares 422 Est. Cost $34.64 Unrealized +74.5%
CELGENE CORP COM 0.0%
Value ($000) $31,359 Shares 300 Est. Cost $101429.65 Unrealized
SCHWAB CHARLES CORP NEW DEP SH 0.0%
Value ($000) $31,303 Shares 1,150 Est. Cost $26050.44 Unrealized
AMERICAN ELECTRIC POWER 0.0%
Value ($000) $30,500 Shares 475 Est. Cost $64210.53 Unrealized
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $29,974 Shares 700 Est. Cost $22.20 Unrealized +53.8%
PRE 6.5 PERP G PARTNERRE 6.5% SERIES G CUM RE 0.0%
Value ($000) $29,835 Shares 1,045 Est. Cost $28979.90 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $29,651 Shares 605 Est. Cost $24.40 Unrealized +64.9%
TALEN ENERGY CORP COM 0.0%
Value ($000) $29,224 Shares 2,110 Est. Cost $17160.01 Unrealized
TRANSCANADA CORP COM 0.0%
Value ($000) $28,536 Shares 600 Est. Cost $43978.95 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $28,508 Shares 497 Est. Cost $40760.32 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $28,488 Shares 625 Est. Cost $35.92 Unrealized +43.1%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $27,666 Shares 100 Est. Cost $79.61 Unrealized +11.8%
JPMORGAN CHASE & CO DEP1/400 P 0.0%
Value ($000) $27,132 Shares 1,050 Est. Cost $20570.00 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $27,108 Shares 200 Est. Cost $81.72 Unrealized +34.5%
RF REGIONS FINANCIAL CORP (NEW) 0.0%
Value ($000) $26,797 Shares 2,715 Est. Cost $5.80 Unrealized +14.8%
DR PEPPER SNAPPLE GROUP INC CO 0.0%
Value ($000) $26,297 Shares 288 Est. Cost $45930.56 Unrealized
BEAVER COAL CO, LTD PRTNSH 0.0%
Value ($000) $26,250 Shares 35 Est. Cost $750000.00 Unrealized
SPX CORP 0.0%
Value ($000) $26,182 Shares 1,300 Est. Cost $71980.00 Unrealized
DISCOVER FINANCIAL SVS 6.50% S 0.0%
Value ($000) $26,080 Shares 1,000 Est. Cost $25100.00 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $25,949 Shares 350 Est. Cost $44.38 Unrealized +33.8%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $25,575 Shares 1,650 Est. Cost $5.81 Unrealized +8.5%
DDR CORP DEPSHS1/20 CLJ 0.0%
Value ($000) $25,570 Shares 1,000 Est. Cost $24140.00 Unrealized
VAFAX AIM COUNSELOR SER TR INV AMER 0.0%
Value ($000) $25,148 Shares 1,457 Est. Cost $15579.96 Unrealized
WELLS FARGO & COMPANY 5.125% P 0.0%
Value ($000) $25,120 Shares 1,000 Est. Cost $23111.89 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $24,856 Shares 400 Est. Cost $16.24 Unrealized +50.3%
GOLDMAN SACHS GROUP INC PFD 1/ 0.0%
Value ($000) $24,838 Shares 1,048 Est. Cost $24040.08 Unrealized
ICAFX INVESTMENT CO AMER CL F-2 SHS 0.0%
Value ($000) $24,066 Shares 657 Est. Cost $34116.50 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $23,672 Shares 747 Est. Cost $32.07 Unrealized -7.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $23,510 Shares 740 Est. Cost $26.87 Unrealized -3.8%
GUGGENHEIM CR ALLOCATION FD CO 0.0%
Value ($000) $23,216 Shares 1,050 Est. Cost $19900.00 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $23,158 Shares 185 Est. Cost $83.86 Unrealized +19.5%
AIVSX INVESTMENT CO. OF AMERICA 0.0%
Value ($000) $23,047 Shares 629 Est. Cost $36081.84 Unrealized
BAXTER INTL INC 0.0%
Value ($000) $22,943 Shares 482 Est. Cost $47599.59 Unrealized
NOBLE CORP PLC SHS USD 0.0%
Value ($000) $22,666 Shares 3,575 Est. Cost $16594.17 Unrealized
FHI FEDERATED INVS INC PA CL B 0.0%
Value ($000) $22,223 Shares 750 Est. Cost $18.71 Unrealized +7.2%
DEUTSCHE VALUE SER INC LARGE C 0.0%
Value ($000) $22,047 Shares 1,507 Est. Cost $21943.78 Unrealized
RRC RANGE RES CORP COM 0.0%
Value ($000) $21,429 Shares 553 Est. Cost $76.33 Unrealized -47.0%
HALYARD HEALTH INC COM 0.0%
Value ($000) $21,247 Shares 613 Est. Cost $48704.90 Unrealized
ABERDEEN GTR CHINA FD INC 9999 0.0%
Value ($000) $20,625 Shares 2,269 Est. Cost $9089.91 Unrealized
VFINX VANGUARD INDEX TR 500 INDEX FD 0.0%
Value ($000) $20,421 Shares 102 Est. Cost $149899.66 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $20,107 Shares 313 Est. Cost $41.76 Unrealized -13.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $20,032 Shares 370 Est. Cost $30.24 Unrealized +51.6%
GKOS GLAUKOS CORP COM 0.0%
Value ($000) $18,870 Shares 500 Est. Cost $30.09 Unrealized +10.0%
MBGAF DAIMLERCHRYSLER AG ORD 0.0%
Value ($000) $18,788 Shares 266 Est. Cost $30.91 Unrealized +29.9%
MET METLIFE INC 0.0%
Value ($000) $17,772 Shares 400 Est. Cost $33.06 Unrealized -17.1%
STAPLES INC 0.0%
Value ($000) $17,100 Shares 2,000 Est. Cost $15870.00 Unrealized
NRG YIELD INC CL C 0.0%
Value ($000) $16,960 Shares 1,000 Est. Cost $21890.00 Unrealized
UNILEVER PLC ADR SPON NEW 0.0%
Value ($000) $16,590 Shares 350 Est. Cost $40449.99 Unrealized
NVR NVR INC 0.0%
Value ($000) $16,399 Shares 10 Est. Cost $1493.76 Unrealized +14.1%
PBI PITNEY BOWES INC 0.0%
Value ($000) $16,344 Shares 900 Est. Cost $20.52 Unrealized -10.6%
NRG YIELD INC CL A 0.0%
Value ($000) $16,320 Shares 1,000 Est. Cost $21990.00 Unrealized
DHR DANAHER CORP SHS BEN INT 0.0%
Value ($000) $15,678 Shares 200 Est. Cost $25.01 Unrealized +169.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $15,348 Shares 190 Est. Cost $77.49 Unrealized -17.1%
PINNACLE FOODS INC DEL COM 0.0%
Value ($000) $15,051 Shares 300 Est. Cost $41880.00 Unrealized
OPHTHOTECH CORP COM 0.0%
Value ($000) $14,992 Shares 325 Est. Cost $40520.00 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $14,954 Shares 200 Est. Cost $44.80 Unrealized +20.5%
SALIENT MIDSTREAM & MLP FD SH 0.0%
Value ($000) $14,506 Shares 1,144 Est. Cost $13990.39 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $13,978 Shares 390 Est. Cost $35.86 Unrealized -4.7%
PPL PPL CORP 0.0%
Value ($000) $13,828 Shares 400 Est. Cost $16.36 Unrealized +44.5%
TABLEAU SOFTWARE INC CL A 0.0%
Value ($000) $13,818 Shares 250 Est. Cost $45872.00 Unrealized
DUN & BRADSTREET CORP DEL NECO 0.0%
Value ($000) $13,662 Shares 100 Est. Cost $97450.30 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $13,208 Shares 250 Est. Cost $66270.00 Unrealized
MERRILL LYNCH CAP TR III PFD G 0.0%
Value ($000) $13,080 Shares 500 Est. Cost $25225.00 Unrealized
HSBC HOLDINGS PERPETUITY 6.2% 0.0%
Value ($000) $12,825 Shares 500 Est. Cost $24880.00 Unrealized
MICHAEL KORS HLDGS LTD SHS 0.0%
Value ($000) $12,633 Shares 270 Est. Cost $65505.62 Unrealized
GOLDMAN SACHS PFD VARIABLE RAT 0.0%
Value ($000) $12,284 Shares 544 Est. Cost $21699.81 Unrealized
TM TOYOTA MTR CORP ADR 1 SH 0.0%
Value ($000) $11,606 Shares 100 Est. Cost $120660.00 Unrealized
IT GARTNER GROUP INC NEW 0.0%
Value ($000) $11,499 Shares 130 Est. Cost $56.76 Unrealized +65.3%
PTEN PATTERSON UTI ENERGY INC COM 0.0%
Value ($000) $11,185 Shares 500 Est. Cost $21.83 Unrealized -8.0%
COACH INC COM 0.0%
Value ($000) $10,968 Shares 300 Est. Cost $57090.77 Unrealized
ENSCO PLC SHS CLASS A 0.0%
Value ($000) $10,200 Shares 1,200 Est. Cost $57878.60 Unrealized
METLIFE INC PFD A FLT RATE 0.0%
Value ($000) $10,180 Shares 400 Est. Cost $23650.00 Unrealized
LFRFX LORD ABBETT INVT TR FLTG RATE 0.0%
Value ($000) $10,081 Shares 1,103 Est. Cost $8789.67 Unrealized
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $9,841 Shares 127 Est. Cost $34.49 Unrealized +62.3%
CFLGX CLEARBRIDGE TACTICAL DIVIDEND 0.0%
Value ($000) $9,686 Shares 580 Est. Cost $18879.31 Unrealized
PZFVX HANCOCK JOHN CAP SER CLASSIC V 0.0%
Value ($000) $9,406 Shares 356 Est. Cost $23514.03 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $9,292 Shares 400 Est. Cost $15.27 Unrealized +13.4%
PENNEY J C INC 0.0%
Value ($000) $9,220 Shares 1,000 Est. Cost $8620.00 Unrealized
ADVANT E CORP COM PAR 0.0%
Value ($000) $9,000 Shares 2,000 Est. Cost $4600.00 Unrealized
ANWFX NEW PERSPECTIVE FD INC SHS CL 0.0%
Value ($000) $8,597 Shares 230 Est. Cost $34188.95 Unrealized
BB&T CORPORATION 0.0%
Value ($000) $8,487 Shares 225 Est. Cost $37720.00 Unrealized
JUNIPER PHARMACEUTICALS INC CO 0.0%
Value ($000) $8,325 Shares 1,500 Est. Cost $9150.00 Unrealized
AMERICAN INTERNATIONAL GROUP I 0.0%
Value ($000) $8,130 Shares 137 Est. Cost $59343.07 Unrealized
JPMORGAN CHASE & CO DEP 1/400 0.0%
Value ($000) $8,007 Shares 300 Est. Cost $25240.00 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $7,817 Shares 61 Est. Cost $94.73 Unrealized 0.0%
PNC FINL SVCS GROUP INC DEP RE 0.0%
Value ($000) $7,653 Shares 300 Est. Cost $20110.00 Unrealized
FANNIE MAE PFD SER T 8.25% DTD 0.0%
Value ($000) $7,300 Shares 2,000 Est. Cost $7440.00 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $6,864 Shares 454 Est. Cost $13.91 Unrealized -17.7%
EACFX WELLS FARGO ADVANTAGE FDS WFA 0.0%
Value ($000) $6,436 Shares 508 Est. Cost $12340.33 Unrealized
FMBL FARMERS & MERCHANTS BK COM 0.0%
Value ($000) $6,230 Shares 1 Est. Cost $3861.81 Unrealized +34.0%
CHTR CHARTER COMMUNICATIONS INC NCL 0.0%
Value ($000) $5,669 Shares 21 Est. Cost $214.89 Unrealized +17.6%
MORGAN STANLEY DEP 1/1000 PFD 0.0%
Value ($000) $5,584 Shares 200 Est. Cost $25000.00 Unrealized
ING GROEP N V PERP DEBT 6.2% 0.0%
Value ($000) $5,126 Shares 200 Est. Cost $25140.00 Unrealized
ENCANA CORP COM 0.0%
Value ($000) $4,670 Shares 446 Est. Cost $14031.95 Unrealized
VIACOM INC NEW CL B 0.0%
Value ($000) $4,191 Shares 110 Est. Cost $57942.44 Unrealized
XEROX CORP 0.0%
Value ($000) $4,052 Shares 400 Est. Cost $9070.48 Unrealized
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $3,646 Shares 50 Est. Cost $51.32 Unrealized +11.8%
FEDERAL HOME LN MTG CORP PFD 8 0.0%
Value ($000) $3,480 Shares 1,000 Est. Cost $4650.00 Unrealized
RED HAT INC COM 0.0%
Value ($000) $3,233 Shares 40 Est. Cost $47825.00 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $3,207 Shares 25 Est. Cost $25.44 Unrealized +384.6%
KLAC KLA INSTRS CORP 0.0%
Value ($000) $3,067 Shares 44 Est. Cost $33.95 Unrealized +81.1%
WESTERN GAS PARTNERS LP COM UN 0.0%
Value ($000) $2,863 Shares 52 Est. Cost $64890.04 Unrealized
HOLLY ENERGY PARTNERS L P COM 0.0%
Value ($000) $2,850 Shares 84 Est. Cost $38039.99 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $2,828 Shares 50 Est. Cost $53067.64 Unrealized
GENERAL COMMUNICATIONS INC CL 0.0%
Value ($000) $2,750 Shares 200 Est. Cost $7830.00 Unrealized
TDADX TEMPLETON DEVELOPING MKTS TRSH 0.0%
Value ($000) $2,535 Shares 153 Est. Cost $20832.73 Unrealized
TALLGRASS ENERGY PARTNERS LPCO 0.0%
Value ($000) $2,362 Shares 49 Est. Cost $23299.92 Unrealized
STATOIL ASA SPONSORED ADR 0.0%
Value ($000) $2,117 Shares 126 Est. Cost $20690.05 Unrealized
GOLDMAN SACHS PFD 6.200% 0.0%
Value ($000) $2,091 Shares 80 Est. Cost $24900.00 Unrealized
ALCOA INC 0.0%
Value ($000) $2,028 Shares 200 Est. Cost $10140.00 Unrealized
TENNECO AUTOMOTIVE INC 0.0%
Value ($000) $1,981 Shares 34 Est. Cost $45294.12 Unrealized
FERRELLGAS PARTNERS L P 0.0%
Value ($000) $1,944 Shares 167 Est. Cost $21639.64 Unrealized
TIME WARNER INC COM 0.0%
Value ($000) $1,592 Shares 20 Est. Cost $57820.14 Unrealized
WPX ENERGY INC COM 0.0%
Value ($000) $1,530 Shares 116 Est. Cost $18939.99 Unrealized
SOUHY SOUTH32 LTD SPONSORED ADR 0.0%
Value ($000) $1,493 Shares 160 Est. Cost $6712.50 Unrealized
TESORO LOGISTICS LP COM UNIT L 0.0%
Value ($000) $1,259 Shares 26 Est. Cost $73399.79 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $1,223 Shares 50 Est. Cost $37.79 Unrealized -39.1%
CRK COMSTOCK RES INC COM 0.0%
Value ($000) $1,070 Shares 140 Est. Cost $5.25 Unrealized 0.0%
H R BLOCK INC 0.0%
Value ($000) $926 Shares 40 Est. Cost $27751.02 Unrealized
VTTI ENERGY PARTNERS LP COM UN 0.0%
Value ($000) $874 Shares 46 Est. Cost $24820.09 Unrealized
ERIC ERICSSON L M TEL CO ADR B SEK 0.0%
Value ($000) $865 Shares 120 Est. Cost $11279.74 Unrealized
TELNY TELENOR ASA SPONSORED ADR 0.0%
Value ($000) $720 Shares 42 Est. Cost $30507.94 Unrealized
THC TENET HEALTHCARE CORPORATION C 0.0%
Value ($000) $680 Shares 30 Est. Cost $44.77 Unrealized -41.9%
CRH PLC ADR 0.0%
Value ($000) $632 Shares 19 Est. Cost $20315.79 Unrealized
VVX VECTRUS INC COM 0.0%
Value ($000) $579 Shares 38 Est. Cost $22.23 Unrealized +34.9%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $525 Shares 7 Est. Cost $86428.57 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $494 Shares 7 Est. Cost $49.18 Unrealized -1.7%
SURGUTNEFTEGAZ JSC SPONSORED A 0.0%
Value ($000) $487 Shares 100 Est. Cost $7900.00 Unrealized
SEADRILL LIMITED SHS 0.0%
Value ($000) $474 Shares 200 Est. Cost $39950.00 Unrealized
CELLDEX THERAPEUTICS INC NEWCO 0.0%
Value ($000) $436 Shares 108 Est. Cost $15611.11 Unrealized
BANK OF IRELAND SHS 0.0%
Value ($000) $416 Shares 2,000 Est. Cost $401.00 Unrealized
NHYDY NORSK HYDRO A S 0.0%
Value ($000) $272 Shares 63 Est. Cost $3968.25 Unrealized
AMERICAN INTL WARRANTS WT EXP 0.0%
Value ($000) $127 Shares 6 Est. Cost $21166.67 Unrealized
WMI HLDGS CORP COM 0.0%
Value ($000) $87 Shares 37 Est. Cost $853.91 Unrealized
PETROLEUM GEO SVCS ASA NEW SPO 0.0%
Value ($000) $48 Shares 22 Est. Cost $12136.36 Unrealized
KINDER MORGAN INC DEL WT EXP 0 0.0%
Value ($000) $38 Shares 2,560 Est. Cost $5119.92 Unrealized
ROSYY ROSTELECOM LONG DISTANCE & IAD 0.0%
Value ($000) $38 Shares 5 Est. Cost $16142.86 Unrealized
E DIGITAL CORP 0.0%
Value ($000) $37 Shares 500 Est. Cost $104.00 Unrealized
TIME INC NEW COM 0.0%
Value ($000) $29 Shares 2 Est. Cost $24000.00 Unrealized
CARE CAP PPTYS INC COM 0.0%
Value ($000) $29 Shares 1 Est. Cost $33000.00 Unrealized
SAN BANCO SANTANDER CENT HISPANOAD 0.0%
Value ($000) $18 Shares 4 Est. Cost $7441.37 Unrealized
ACCS ISSUER DIRECT CORPORATION 0.0%
Value ($000) $14 Shares 2 Est. Cost $5.44 Unrealized +25.5%
MECHEL OAO SPONSORED ADR 0.0%
Value ($000) $9 Shares 3 Est. Cost $1666.67 Unrealized
SANOFI AVENTIS CONTGNT VAL RT 0.0%
Value ($000) $4 Shares 14 Est. Cost $1928.57 Unrealized
FAIRPOINT COMMUNICATIONS INCCO 0.0%
Value ($000) $0 Shares 47 Est. Cost Unrealized
NORTEL NETWORKS INC 0.0%
Value ($000) $0 Shares 242 Est. Cost $8.26 Unrealized
TWK 8.75 PERP +++A LASALLE RE HLDGS LTD PFD A 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized