BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001352860 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 16, 2019

Total Value ($000): $189,929 (100.0% shares, 0.0% debt)

Holdings (217)

SPY SPDR S&P 500 ETF 19.9%
Value ($000) $37,766 Shares 151,112 Est. Cost $197.68 Unrealized
General American Investors 10.4%
Value ($000) $19,815 Shares 696,714 Est. Cost $32.39 Unrealized
SCHX Schwab U.S. Large-Cap 8.6%
Value ($000) $16,292 Shares 272,892 Est. Cost $55.40 Unrealized
Adams Express Co 7.7%
Value ($000) $14,592 Shares 1,156,269 Est. Cost $12.97 Unrealized
Tri Continental Corp 7.2%
Value ($000) $13,640 Shares 579,937 Est. Cost $19.54 Unrealized
SCHB Schwab U.S. Broad Market 5.4%
Value ($000) $10,166 Shares 169,631 Est. Cost $57.04 Unrealized
Liberty All Star Eq Fd 3.7%
Value ($000) $6,985 Shares 1,298,361 Est. Cost $5.36 Unrealized
Invesco S&P 500 Equal Weight ETF 2.9%
Value ($000) $5,576 Shares 61,009 Est. Cost $91.42 Unrealized
SPDR Dow Jones Industrial Average ETF 2.7%
Value ($000) $5,066 Shares 21,725 Est. Cost $160.73 Unrealized
Royce Value Trust 2.5%
Value ($000) $4,806 Shares 407,330 Est. Cost $14.26 Unrealized
Dividend & Income Fund 2.4%
Value ($000) $4,553 Shares 477,777 Est. Cost $11.61 Unrealized
IWM iShares Russell 2000 Index 1.7%
Value ($000) $3,208 Shares 23,960 Est. Cost $126.40 Unrealized
Special Opptys Fund 1.6%
Value ($000) $3,085 Shares 260,519 Est. Cost $16.08 Unrealized
SCHA Schwab U.S. Small-Cap 1.5%
Value ($000) $2,754 Shares 45,383 Est. Cost $66.42 Unrealized
SCHV Schwab U.S. Large-Cap Value 1.4%
Value ($000) $2,641 Shares 53,580 Est. Cost $46.85 Unrealized
IVV iShares S&P 500 Index Fund 1.4%
Value ($000) $2,599 Shares 10,329 Est. Cost $232.95 Unrealized
SCHM Schwab U.S. Mid-Cap 1.3%
Value ($000) $2,387 Shares 49,804 Est. Cost $44.94 Unrealized
Special Opp 3.5 Pfd Conv 1.1%
Value ($000) $2,173 Shares 87,128 Est. Cost $25.82 Unrealized
VTI Vanguard Total Stock Mkt 1.0%
Value ($000) $1,921 Shares 15,049 Est. Cost $109.49 Unrealized
Aberdeen Total Dynamic Dividend 1.0%
Value ($000) $1,873 Shares 259,741 Est. Cost $7.79 Unrealized
Aberdeen Standard Phys SwissGold Shr ETF 0.6%
Value ($000) $1,209 Shares 9,773 Est. Cost $124.16 Unrealized
AllianzGI NFJ Divid Int 0.6%
Value ($000) $1,208 Shares 113,132 Est. Cost $12.14 Unrealized
SCHG Schwab U.S. Large-Cap Growth 0.6%
Value ($000) $1,201 Shares 17,417 Est. Cost $52.59 Unrealized
Invesco QQQ Trust 0.6%
Value ($000) $1,185 Shares 7,685 Est. Cost $86.84 Unrealized
Vanguard S&P 500 ETF 0.6%
Value ($000) $1,159 Shares 5,042 Est. Cost $197.23 Unrealized
Gabelli Global Small and Mid Cap Value Trust 0.6%
Value ($000) $1,126 Shares 115,175 Est. Cost $11.53 Unrealized
Liberty All-Star Gr Fund 0.5%
Value ($000) $963 Shares 219,353 Est. Cost $4.47 Unrealized
SCHE Schwab Emerging Markets Equity 0.5%
Value ($000) $859 Shares 36,514 Est. Cost $24.42 Unrealized
SCHD Sch US Div Equity Etf 0.5%
Value ($000) $855 Shares 18,204 Est. Cost $39.59 Unrealized
IWF iShares Russell 1000 Growth 0.4%
Value ($000) $740 Shares 5,649 Est. Cost $82.63 Unrealized
Central Securities Corp 0.4%
Value ($000) $722 Shares 29,066 Est. Cost $25.82 Unrealized
Gabelli Healthcare TRUST 0.4%
Value ($000) $687 Shares 74,292 Est. Cost $10.40 Unrealized
MS India Investment Fund 0.3%
Value ($000) $651 Shares 32,462 Est. Cost $26.03 Unrealized
Boulder Growth & Income 0.3%
Value ($000) $584 Shares 55,990 Est. Cost $9.94 Unrealized
KRE SPDR S&P Regional Bking 0.3%
Value ($000) $565 Shares 12,065 Est. Cost $39.17 Unrealized
American Intl Group Inc 0.3%
Value ($000) $552 Shares 14,010 Est. Cost $64.84 Unrealized
SPDR Gold Shares 0.3%
Value ($000) $513 Shares 4,231 Est. Cost $121.80 Unrealized
SCHF Schwab International Equity 0.3%
Value ($000) $483 Shares 17,033 Est. Cost $32.08 Unrealized
Royce Global Value Tr 0.2%
Value ($000) $450 Shares 50,637 Est. Cost $8.88 Unrealized
Royce Micro-Cap TRUST 0.2%
Value ($000) $443 Shares 59,756 Est. Cost $8.47 Unrealized
OEF iShares S&P 100 Index Fund 0.2%
Value ($000) $441 Shares 3,955 Est. Cost $72.02 Unrealized
Templeton Emrgng Mkt Fd 0.2%
Value ($000) $418 Shares 31,695 Est. Cost $13.23 Unrealized
IVW iShares S&P 500 Growth 0.2%
Value ($000) $403 Shares 5,500 Est. Cost $97.53 Unrealized
SPEU SPDR STOXX Europe 50 0.2%
Value ($000) $367 Shares 12,280 Est. Cost $35.98 Unrealized
IWD iShares Russell 1000 Value 0.2%
Value ($000) $366 Shares 3,300 Est. Cost $111.66 Unrealized
BlackRock Enhanced Dividend Achievers 0.2%
Value ($000) $348 Shares 44,813 Est. Cost $7.68 Unrealized
Herzfeld Caribbn Basn Fd 0.2%
Value ($000) $325 Shares 66,243 Est. Cost $7.18 Unrealized
XJEQX Aberdeen Japan Equity Fund Common 0.2%
Value ($000) $321 Shares 49,448 Est. Cost $8.43 Unrealized
SCHC Schwab International Small-Cap Equity 0.2%
Value ($000) $313 Shares 10,769 Est. Cost $32.54 Unrealized
WTPI WisdomTree CBOE S&P 500 PutWrite 0.2%
Value ($000) $299 Shares 11,762 Est. Cost $27.55 Unrealized
Lazard World Div & Incm 0.2%
Value ($000) $297 Shares 34,832 Est. Cost $8.53 Unrealized
EEM iShares MSCI Emrg Mkt ETF 0.2%
Value ($000) $295 Shares 7,554 Est. Cost $40.53 Unrealized
European Equity Fund 0.1%
Value ($000) $275 Shares 35,572 Est. Cost $8.59 Unrealized
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.1%
Value ($000) $275 Shares 7,165 Est. Cost $39.39 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $255 Shares 2,952 Est. Cost $53.16 Unrealized
DON WisdomTree MidCap Dividend 0.1%
Value ($000) $228 Shares 7,200 Est. Cost $50.16 Unrealized
Royce Focus TRUST Inc 0.1%
Value ($000) $205 Shares 35,403 Est. Cost $7.54 Unrealized
HON Honeywell International 0.1%
Value ($000) $187 Shares 1,416 Est. Cost $84.52 Unrealized +39.3%
Aberdeen Emerg MKT Equity Inc 0.1%
Value ($000) $184 Shares 28,939 Est. Cost $7.00 Unrealized
XLI Sector Spdr Indl Select 0.1%
Value ($000) $176 Shares 2,732 Est. Cost $53.49 Unrealized
Invesco Buyback Achievers 0.1%
Value ($000) $175 Shares 3,350 Est. Cost $49.10 Unrealized
TDIV First Trust NASDAQ Technology Dividend 0.1%
Value ($000) $172 Shares 5,200 Est. Cost $27.02 Unrealized
Wells Fargo Adv Glo Div Opp 0.1%
Value ($000) $162 Shares 34,994 Est. Cost $4.63 Unrealized
Gabelli Div And Inc Tr 0.1%
Value ($000) $160 Shares 8,741 Est. Cost $19.20 Unrealized
Source Capital Inc 0.1%
Value ($000) $143 Shares 4,393 Est. Cost $38.51 Unrealized
Nuveen Dow 30 Dynamic Overwrite 0.1%
Value ($000) $143 Shares 8,864 Est. Cost $14.11 Unrealized
TIP iShares Barclays TIPS Bond Fund 0.1%
Value ($000) $142 Shares 1,293 Est. Cost $111.98 Unrealized
SCHK Schwab 1000 Index ETF 0.1%
Value ($000) $140 Shares 5,723 Est. Cost $26.24 Unrealized
BlackRock Resources & Commdty 0.1%
Value ($000) $122 Shares 17,276 Est. Cost $8.60 Unrealized
Templeton Dragon Fund 0.1%
Value ($000) $121 Shares 7,131 Est. Cost $20.15 Unrealized
XLK Sector Spdr Tech Select 0.1%
Value ($000) $108 Shares 1,749 Est. Cost $35.94 Unrealized
Ing Prime Rate TRUST 0.1%
Value ($000) $106 Shares 23,697 Est. Cost $5.02 Unrealized
Aberdeen Standard Phys Silver Shrs ETF 0.1%
Value ($000) $105 Shares 6,954 Est. Cost $16.44 Unrealized
iShares Gold Trust 0.1%
Value ($000) $103 Shares 8,400 Est. Cost $11.01 Unrealized
MMM 3m Company 0.1%
Value ($000) $100 Shares 525 Est. Cost $138.93 Unrealized -7.7%
SLV iShares Silver Trust 0.1%
Value ($000) $96 Shares 6,615 Est. Cost $17.20 Unrealized
SCHH Schwab US REIT ETF 0.1%
Value ($000) $96 Shares 2,480 Est. Cost $37.88 Unrealized
MS Emerging Market Fund 0.1%
Value ($000) $96 Shares 5,958 Est. Cost $15.58 Unrealized
DWX SPDR S&P International Dividend 0.0%
Value ($000) $94 Shares 2,698 Est. Cost $42.59 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $94 Shares 958 Est. Cost $67.42 Unrealized
CEW WisdomTree Emerging Currency ETF 0.0%
Value ($000) $92 Shares 5,058 Est. Cost $19.98 Unrealized
NXDT NexPoint Credit Strategies Fund 0.0%
Value ($000) $92 Shares 4,600 Est. Cost $21.88 Unrealized
Asa Gold & Precs Mtls 0.0%
Value ($000) $87 Shares 9,175 Est. Cost $12.26 Unrealized
New Ireland Fund Inc 0.0%
Value ($000) $86 Shares 10,272 Est. Cost $12.80 Unrealized
TBF Proshares Short 20 Year Treasury 0.0%
Value ($000) $85 Shares 3,795 Est. Cost $29.81 Unrealized
Blackrock Global Opptys 0.0%
Value ($000) $84 Shares 8,920 Est. Cost $9.47 Unrealized
EWZ Ishares Msci Brazil Indx 0.0%
Value ($000) $83 Shares 2,160 Est. Cost $47.31 Unrealized
XLP Sector Spdr Tr Con Stpls 0.0%
Value ($000) $83 Shares 1,625 Est. Cost $44.64 Unrealized
FNDA Schwab Fundamental US Small Company 0.0%
Value ($000) $82 Shares 2,500 Est. Cost $34.27 Unrealized
Invesco S&P 500 Low Volatility 0.0%
Value ($000) $81 Shares 1,736 Est. Cost $38.76 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $79 Shares 3,165 Est. Cost $36.96 Unrealized
Ishares Msci Jpn Idx Fd 0.0%
Value ($000) $79 Shares 1,563 Est. Cost $11.99 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $77 Shares 3,250 Est. Cost $25.98 Unrealized
Tekla Healthcare Opportu 0.0%
Value ($000) $76 Shares 4,536 Est. Cost $17.49 Unrealized
Nuveen Real Asset Income 0.0%
Value ($000) $72 Shares 5,272 Est. Cost $17.96 Unrealized
SOXX Ishares Semiconductor Index 0.0%
Value ($000) $71 Shares 450 Est. Cost $73.33 Unrealized
XLB Sector SPDR Materials 0.0%
Value ($000) $71 Shares 1,400 Est. Cost $49.62 Unrealized
EUO Proshares Ultrashort Euro 0.0%
Value ($000) $65 Shares 2,700 Est. Cost $19.15 Unrealized
EDIV SPDR S&P Emerging Markets Dividend 0.0%
Value ($000) $64 Shares 2,159 Est. Cost $27.92 Unrealized
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $64 Shares 1,327 Est. Cost $49.12 Unrealized
Invesco India ETF 0.0%
Value ($000) $61 Shares 2,525 Est. Cost $21.58 Unrealized
India Fund Inc 0.0%
Value ($000) $61 Shares 3,025 Est. Cost $25.23 Unrealized
Petroleum & Resources Cp 0.0%
Value ($000) $59 Shares 4,065 Est. Cost $18.85 Unrealized
DXJ Wisdomtree Jpn Hdgd Eqty 0.0%
Value ($000) $51 Shares 1,100 Est. Cost $51.27 Unrealized
IYT iShares Transportation Average 0.0%
Value ($000) $50 Shares 300 Est. Cost $148.68 Unrealized
SCHP Schwab U.S. TIPS ETF 0.0%
Value ($000) $48 Shares 909 Est. Cost $54.24 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $46 Shares 400 Est. Cost $84.63 Unrealized
RMR Real Estate Income Fund 0.0%
Value ($000) $44 Shares 2,893 Est. Cost $19.26 Unrealized
FEZ SPDR DJ Euro STOXX 50 ETF 0.0%
Value ($000) $42 Shares 1,257 Est. Cost $35.37 Unrealized
EQS Equus II Inc 0.0%
Value ($000) $40 Shares 20,297 Est. Cost $2.10 Unrealized -4.2%
IBUY Amplify Online Retail 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $36.36 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $39 Shares 1,750 Est. Cost $20.31 Unrealized
Loncar Cancer Immunotherapy ETF 0.0%
Value ($000) $39 Shares 2,060 Est. Cost $24.52 Unrealized
Gabelli Global Deal Fund 0.0%
Value ($000) $35 Shares 3,871 Est. Cost $9.34 Unrealized
Advent Claymore Conv & Income 0.0%
Value ($000) $35 Shares 2,754 Est. Cost $15.77 Unrealized
Direxion All Cap Insider Sentiment ETF 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $43.77 Unrealized
Alliance CA Municipal Income 0.0%
Value ($000) $33 Shares 2,400 Est. Cost $13.75 Unrealized
Guggenheim Enhanced Eqty 0.0%
Value ($000) $33 Shares 4,904 Est. Cost $7.97 Unrealized
Call QQQ JAN19 140 0.0%
Value ($000) $31 Shares 15 Est. Cost Unrealized
VanEck Vectors Agribusiness ETF 0.0%
Value ($000) $30 Shares 520 Est. Cost $51.19 Unrealized
Morgan Stanley China Fd 0.0%
Value ($000) $29 Shares 1,600 Est. Cost $23.57 Unrealized
Tekla World Healthcare C 0.0%
Value ($000) $29 Shares 2,500 Est. Cost $11.60 Unrealized
FNDC Schwab Fundamental Intl Sm Co ETF 0.0%
Value ($000) $28 Shares 1,001 Est. Cost $32.41 Unrealized
QQQE Direxion Shares Etf 0.0%
Value ($000) $28 Shares 694 Est. Cost $46.25 Unrealized
Call SPY JAN19 170 0.0%
Value ($000) $28 Shares 4 Est. Cost Unrealized
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $27 Shares 800 Est. Cost $27.75 Unrealized
Mrgn Stnly Asia Pac Fund 0.0%
Value ($000) $26 Shares 1,568 Est. Cost $17.69 Unrealized
Delaware Enhanced Gbl Div & Inc 0.0%
Value ($000) $26 Shares 2,939 Est. Cost $10.34 Unrealized
Call IWM MAY19 110 0.0%
Value ($000) $26 Shares 10 Est. Cost Unrealized
ILF Ishares S&P Latin America 0.0%
Value ($000) $24 Shares 780 Est. Cost $36.35 Unrealized
AdvisorShares New Tech and Media ETF 0.0%
Value ($000) $24 Shares 1,538 Est. Cost $22.27 Unrealized
ACWI iShares MSCI ACWI Index 0.0%
Value ($000) $24 Shares 370 Est. Cost $57.84 Unrealized
Blackrock Global Energy 0.0%
Value ($000) $24 Shares 2,257 Est. Cost $12.88 Unrealized
IWS Ishares Russell Midcap Value Index 0.0%
Value ($000) $23 Shares 300 Est. Cost $66.67 Unrealized
Put QQQ JAN19 180 0.0%
Value ($000) $23 Shares 25 Est. Cost Unrealized
JH Hedged Equity & Income 0.0%
Value ($000) $22 Shares 1,700 Est. Cost $12.94 Unrealized
Sprott Physical Gold & Silver 0.0%
Value ($000) $21 Shares 1,700 Est. Cost $12.44 Unrealized
VGK Vanguard European 0.0%
Value ($000) $19 Shares 400 Est. Cost $53.96 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $19 Shares 600 Est. Cost $36.83 Unrealized -7.1%
PRNT 3d Printing Etf 0.0%
Value ($000) $18 Shares 900 Est. Cost $25.56 Unrealized
Japan Smaller Cap Fund 0.0%
Value ($000) $18 Shares 2,115 Est. Cost $10.50 Unrealized
Gyrodyne Company of America 0.0%
Value ($000) $17 Shares 963 Est. Cost $17.82 Unrealized
FNDF Schwab Fundamental Intl Lg Co ETF 0.0%
Value ($000) $17 Shares 672 Est. Cost $29.76 Unrealized
LMP Capital & Income 0.0%
Value ($000) $16 Shares 1,480 Est. Cost $12.74 Unrealized
Putnam High Incm Bond Fd 0.0%
Value ($000) $15 Shares 1,670 Est. Cost $8.19 Unrealized
Mexico Equity & Income Common 0.0%
Value ($000) $15 Shares 1,449 Est. Cost $11.52 Unrealized
BLOK Amplify Transformational Data Shrg ETF 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $20.00 Unrealized
Blackrock Enhcd Cap & Incm 0.0%
Value ($000) $15 Shares 1,100 Est. Cost $13.73 Unrealized
SCHO Schwab Short-Term U.S. Treasury ETF 0.0%
Value ($000) $14 Shares 282 Est. Cost $50.87 Unrealized
Lazard Glbl Total Retrun 0.0%
Value ($000) $14 Shares 1,001 Est. Cost $14.43 Unrealized
Put SPY MAR19 274 0.0%
Value ($000) $14 Shares 6 Est. Cost Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $13 Shares 500 Est. Cost $38.00 Unrealized
HYS Pimco 0-5 Year High Yld 0.0%
Value ($000) $12 Shares 131 Est. Cost $99.99 Unrealized
Credit Suisse Silver Shares Covered Call ETN 0.0%
Value ($000) $12 Shares 1,700 Est. Cost $11.18 Unrealized
Invesco China Technology ETF 0.0%
Value ($000) $11 Shares 268 Est. Cost $46.27 Unrealized
HEDJ WisdomTree Europe Hedged Equity 0.0%
Value ($000) $11 Shares 200 Est. Cost $57.91 Unrealized
DTD Wisdomtree Total Dividnd 0.0%
Value ($000) $11 Shares 125 Est. Cost $69.81 Unrealized
ETFS Physical Palladium Shares 0.0%
Value ($000) $10 Shares 88 Est. Cost $73.27 Unrealized
Bancroft Conv Fund Inc 0.0%
Value ($000) $10 Shares 523 Est. Cost $22.53 Unrealized
Aberdeen Global Dynamic Dividend 0.0%
Value ($000) $10 Shares 1,200 Est. Cost $10.34 Unrealized
Invesco Preferred ETF 0.0%
Value ($000) $9 Shares 653 Est. Cost $15.03 Unrealized
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $8 Shares 82 Est. Cost $60.98 Unrealized
Swiss Helvetia Fund 0.0%
Value ($000) $8 Shares 1,186 Est. Cost $10.49 Unrealized
ACWX iShares MSCI ACWI Ex-US 0.0%
Value ($000) $8 Shares 200 Est. Cost $45.00 Unrealized
Invesco Spin-Off ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
ETFS Physical Precious Metals Basket 0.0%
Value ($000) $8 Shares 123 Est. Cost $52.00 Unrealized
Reality Shares Nasdaq NexGen Economy ETF 0.0%
Value ($000) $8 Shares 400 Est. Cost $22.50 Unrealized
FNDX Schwab Fundamental US Large Co ETF 0.0%
Value ($000) $8 Shares 232 Est. Cost $39.47 Unrealized
EZA iShares MSCI South Africa 0.0%
Value ($000) $8 Shares 160 Est. Cost $65.51 Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $8 Shares 200 Est. Cost $41.98 Unrealized
Invesco S&P MidCap 400 Pure Gr ETF 0.0%
Value ($000) $7 Shares 55 Est. Cost $120.00 Unrealized
BJK Vaneck Vectors Gaming 0.0%
Value ($000) $7 Shares 200 Est. Cost $40.00 Unrealized
GXC SPDR S&P China ETF 0.0%
Value ($000) $7 Shares 78 Est. Cost $79.00 Unrealized
Proshares Inverse S&P 500 0.0%
Value ($000) $7 Shares 212 Est. Cost $30.20 Unrealized
BOTZ Global X Robotics & Artfcl Intllgnc ETF 0.0%
Value ($000) $7 Shares 400 Est. Cost $22.50 Unrealized
Etfs Phys Platinum Etf 0.0%
Value ($000) $7 Shares 90 Est. Cost $134.57 Unrealized
EFG iShares MSCI EAFE Growth Index 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
EWX SPDR S&P Emerging Markets Small Cap 0.0%
Value ($000) $7 Shares 175 Est. Cost $47.78 Unrealized
PHYS Sprott Phys Gld Tr Etn 0.0%
Value ($000) $6 Shares 614 Est. Cost $9.83 Unrealized
Invesco BRIC ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.00 Unrealized
Taiwan Fund Inc 0.0%
Value ($000) $5 Shares 320 Est. Cost $18.36 Unrealized
EWC iShares MSCI Canada Index 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.04 Unrealized
IYE iShares DJ US Energy 0.0%
Value ($000) $5 Shares 150 Est. Cost $56.88 Unrealized
Tekla Healthcare Investors 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
iPath MSCI India Index ETN 0.0%
Value ($000) $4 Shares 50 Est. Cost $68.84 Unrealized
VanEck Vectors Vietnam ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $19.45 Unrealized
GSV Capital Corp 0.0%
Value ($000) $4 Shares 700 Est. Cost $12.35 Unrealized
IGE Ishares Tr Goldman Sachs Natural Resources 0.0%
Value ($000) $4 Shares 132 Est. Cost $49.88 Unrealized
Nuveen Qual Pfd Inc Fd 0.0%
Value ($000) $4 Shares 542 Est. Cost $9.58 Unrealized
Foxby Corp 0.0%
Value ($000) $4 Shares 2,400 Est. Cost $2.08 Unrealized
Call FB JAN19 90 0.0%
Value ($000) $4 Shares 1 Est. Cost Unrealized
PSLV Sprott Physical Silver Trust 0.0%
Value ($000) $4 Shares 736 Est. Cost $7.89 Unrealized
MNA IQ Merger Arbitrage ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
XXCHNXX China Fund Inc 0.0%
Value ($000) $3 Shares 198 Est. Cost $20.28 Unrealized
BATT Amplify Advcd Btty Mtls and Matrls ETF 0.0%
Value ($000) $3 Shares 300 Est. Cost $16.67 Unrealized
AIQ Global X Future Analytics Tech ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.00 Unrealized
Claymore/BNY Mellon Frontier Markets 0.0%
Value ($000) $3 Shares 261 Est. Cost $16.42 Unrealized
GSG iShares S&P GSCI Commodity-Indexed 0.0%
Value ($000) $3 Shares 186 Est. Cost $32.26 Unrealized
Invesco S&P500 Eq Weight Technology 0.0%
Value ($000) $3 Shares 19 Est. Cost $111.69 Unrealized
Invesco S&P Intl Dev Low Volatility 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.21 Unrealized
Powershares SP SmallCap 600 Pure Grwth 0.0%
Value ($000) $2 Shares 23 Est. Cost $144.21 Unrealized
Invesco Canadian Energy Income 0.0%
Value ($000) $2 Shares 400 Est. Cost $15.29 Unrealized
DDD 3 D Systems Corp 0.0%
Value ($000) $2 Shares 150 Est. Cost $52.15 Unrealized -73.7%
Exone Company 0.0%
Value ($000) $2 Shares 250 Est. Cost $20.00 Unrealized
Invesco FTSE RAFI US 1000 0.0%
Value ($000) $2 Shares 20 Est. Cost $91.67 Unrealized
EFV iShares MSCI EAFE Value 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
Ishares Msci Malaysia 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.47 Unrealized
Invesco S&P 500 High Beta 0.0%
Value ($000) $1 Shares 33 Est. Cost $31.22 Unrealized
Nasdaq Prem Incm & Grwth 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.57 Unrealized
SVVC Firsthand Technology Value Fund Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.40 Unrealized -31.1%
Call VHC JAN19 7 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
FNDB Schwab Fundamental U.S. Broad Market 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Call MO JAN19 55 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Call AIG JAN19 45 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Call WY JAN19 30 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Asia Pacific Fund 0.0%
Value ($000) $0 Shares 29 Est. Cost $12.60 Unrealized
Mvc Capital Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $11.73 Unrealized