WOODMONT INVESTMENT COUNSEL LLC Diversified Active

CIK: 0001133653 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $355,015 (100.0% shares, 0.0% debt)

Holdings (179)

VTV VANGUARD INDEX FDS 5.0%
Value ($000) $17,585 Shares 179,535 Est. Cost $75.48 Unrealized
VUG VANGUARD INDEX FDS 4.9%
Value ($000) $17,550 Shares 130,651 Est. Cost $94.39 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 4.5%
Value ($000) $16,144 Shares 435,152 Est. Cost $38.79 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.8%
Value ($000) $10,066 Shares 179,038 Est. Cost $30.31 Unrealized +27.4%
VEU VANGUARD INTL EQUITY INDEX F 2.4%
Value ($000) $8,466 Shares 185,750 Est. Cost $44.98 Unrealized
VYM VANGUARD WHITEHALL FDS INC 2.3%
Value ($000) $8,148 Shares 104,476 Est. Cost $62.77 Unrealized
SHV ISHARES TR 2.1%
Value ($000) $7,323 Shares 66,389 Est. Cost $110.31 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $7,153 Shares 45,345 Est. Cost $28.34 Unrealized +62.3%
MSFT MICROSOFT CORP 1.9%
Value ($000) $6,859 Shares 67,522 Est. Cost $37.01 Unrealized +170.2%
VO VANGUARD INDEX FDS 1.9%
Value ($000) $6,806 Shares 49,254 Est. Cost $100.97 Unrealized
T AT&T INC 1.9%
Value ($000) $6,773 Shares 237,312 Est. Cost $13.70 Unrealized +2.3%
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $6,300 Shares 68,533 Est. Cost $56.63 Unrealized +32.0%
IEMG ISHARES INC 1.7%
Value ($000) $6,104 Shares 129,469 Est. Cost $48.10 Unrealized
NEAR ISHARES US ETF TR 1.7%
Value ($000) $5,923 Shares 118,816 Est. Cost $50.20 Unrealized
HCA HCA HEALTHCARE INC 1.6%
Value ($000) $5,850 Shares 47,008 Est. Cost $86.02 Unrealized +46.5%
DUK DUKE ENERGY CORP NEW 1.6%
Value ($000) $5,747 Shares 66,588 Est. Cost $50.42 Unrealized +26.7%
WY WEYERHAEUSER CO 1.5%
Value ($000) $5,324 Shares 243,539 Est. Cost $18.28 Unrealized +10.0%
VIG VANGUARD GROUP 1.5%
Value ($000) $5,256 Shares 53,657 Est. Cost $67.54 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $5,085 Shares 39,405 Est. Cost $64.03 Unrealized +78.3%
VWO VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $4,846 Shares 127,186 Est. Cost $40.86 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 1.3%
Value ($000) $4,698 Shares 136,068 Est. Cost $40.93 Unrealized
SO SOUTHERN CO 1.3%
Value ($000) $4,680 Shares 106,565 Est. Cost $30.04 Unrealized +14.0%
TIP ISHARES TR 1.2%
Value ($000) $4,435 Shares 40,498 Est. Cost $113.72 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $4,400 Shares 64,531 Est. Cost $54.57 Unrealized +3.3%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $4,056 Shares 37,285 Est. Cost $72.13 Unrealized +17.5%
MRK MERCK & CO INC 1.1%
Value ($000) $4,028 Shares 52,711 Est. Cost $37.87 Unrealized +49.2%
WFC WELLS FARGO CO NEW 1.1%
Value ($000) $3,820 Shares 82,917 Est. Cost $36.41 Unrealized +15.5%
PDBC INVESCO ACTIVELY MANAGD ETF 1.1%
Value ($000) $3,818 Shares 253,331 Est. Cost $18.46 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $3,804 Shares 34,435 Est. Cost $60.10 Unrealized +50.9%
PAYX PAYCHEX INC 1.0%
Value ($000) $3,727 Shares 57,204 Est. Cost $27.52 Unrealized +100.1%
MCD MCDONALDS CORP 1.0%
Value ($000) $3,642 Shares 20,513 Est. Cost $71.71 Unrealized +109.3%
INTC INTEL CORP 1.0%
Value ($000) $3,606 Shares 76,846 Est. Cost $17.97 Unrealized +123.6%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $3,564 Shares 36,514 Est. Cost $52.97 Unrealized +65.2%
EMR EMERSON ELEC CO 0.9%
Value ($000) $3,136 Shares 52,477 Est. Cost $40.43 Unrealized +41.0%
EFAV ISHARES TR 0.9%
Value ($000) $3,052 Shares 45,782 Est. Cost $70.63 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $3,034 Shares 12,177 Est. Cost $100.32 Unrealized +134.3%
FLOT ISHARES TR 0.8%
Value ($000) $2,949 Shares 58,550 Est. Cost $50.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $2,907 Shares 14,236 Est. Cost $168.25 Unrealized +24.1%
SCHF SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,901 Shares 102,324 Est. Cost $28.35 Unrealized
NVS NOVARTIS A G 0.8%
Value ($000) $2,709 Shares 31,571 Est. Cost $88.05 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $2,522 Shares 2,435 Est. Cost $38.64 Unrealized +37.5%
MMM 3M CO 0.7%
Value ($000) $2,483 Shares 13,033 Est. Cost $96.96 Unrealized +32.3%
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $2,468 Shares 21,634 Est. Cost $107.99 Unrealized
QUAL ISHARES TR 0.7%
Value ($000) $2,365 Shares 30,806 Est. Cost $74.37 Unrealized
RUBICON PROJ INC 0.7%
Value ($000) $2,362 Shares 633,166 Est. Cost $2.44 Unrealized
BB&T CORP 0.7%
Value ($000) $2,361 Shares 54,496 Est. Cost $36.89 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $2,321 Shares 53,178 Est. Cost $17.91 Unrealized +67.7%
SPLV INVESCO EXCHNG TRADED FD TR 0.6%
Value ($000) $2,302 Shares 49,354 Est. Cost $47.42 Unrealized
WMT WALMART INC 0.6%
Value ($000) $2,270 Shares 24,366 Est. Cost $20.06 Unrealized +43.4%
WM WASTE MGMT INC DEL 0.6%
Value ($000) $2,217 Shares 24,913 Est. Cost $40.91 Unrealized +94.7%
ABBV ABBVIE INC 0.6%
Value ($000) $2,185 Shares 23,698 Est. Cost $42.33 Unrealized +53.1%
USB US BANCORP DEL 0.6%
Value ($000) $2,170 Shares 47,489 Est. Cost $36.77 Unrealized +4.1%
EPD ENTERPRISE PRODS PARTNERS L 0.6%
Value ($000) $2,147 Shares 87,320 Est. Cost $24.68 Unrealized
NKE NIKE INC 0.6%
Value ($000) $1,968 Shares 26,551 Est. Cost $42.53 Unrealized +60.2%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,940 Shares 33,825 Est. Cost $61.44 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.5%
Value ($000) $1,895 Shares 30,867 Est. Cost $58.59 Unrealized +1.6%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,885 Shares 9,251 Est. Cost $136.48 Unrealized +48.0%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,840 Shares 42,460 Est. Cost $24.15 Unrealized +52.8%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $1,728 Shares 20,780 Est. Cost $53.04 Unrealized +9.3%
ABT ABBOTT LABS 0.5%
Value ($000) $1,705 Shares 23,576 Est. Cost $29.70 Unrealized +109.3%
DHR DANAHER CORP DEL 0.5%
Value ($000) $1,668 Shares 16,174 Est. Cost $25.01 Unrealized +251.5%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,632 Shares 21,884 Est. Cost $80.38 Unrealized
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $1,617 Shares 15,184 Est. Cost $95.28 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,553 Shares 10,067 Est. Cost $183.22 Unrealized
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,523 Shares 28,780 Est. Cost $42.99 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,508 Shares 31,841 Est. Cost $28.17 Unrealized +36.3%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $1,388 Shares 12,186 Est. Cost $78.91 Unrealized +9.5%
DEO DIAGEO P L C 0.4%
Value ($000) $1,346 Shares 9,490 Est. Cost $107.75 Unrealized
LUV SOUTHWEST AIRLS CO 0.4%
Value ($000) $1,341 Shares 28,861 Est. Cost $40.16 Unrealized +20.7%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,309 Shares 13,421 Est. Cost $73.48 Unrealized +11.7%
AAL AMERICAN AIRLS GROUP INC 0.4%
Value ($000) $1,294 Shares 40,300 Est. Cost $38.86 Unrealized -12.0%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $1,255 Shares 9,835 Est. Cost $128.68 Unrealized
INTL FCSTONE INC 0.4%
Value ($000) $1,252 Shares 34,247 Est. Cost $33.61 Unrealized
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,228 Shares 20,483 Est. Cost $59.95 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,219 Shares 51,162 Est. Cost $25.72 Unrealized
ALPS ETF TR 0.3%
Value ($000) $1,136 Shares 130,134 Est. Cost $11.28 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,108 Shares 21,308 Est. Cost $42.25 Unrealized -3.0%
TFLO ISHARES TR 0.3%
Value ($000) $1,098 Shares 21,850 Est. Cost $50.29 Unrealized
SYY SYSCO CORP 0.3%
Value ($000) $1,075 Shares 17,155 Est. Cost $29.67 Unrealized +87.8%
CTRE CARETRUST REIT INC 0.3%
Value ($000) $1,072 Shares 58,062 Est. Cost $12.55 Unrealized
MTB M & T BK CORP 0.3%
Value ($000) $1,072 Shares 7,487 Est. Cost $91.35 Unrealized +39.6%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,052 Shares 1,007 Est. Cost $40.53 Unrealized +32.3%
ORCL ORACLE CORP 0.3%
Value ($000) $1,038 Shares 22,980 Est. Cost $36.91 Unrealized +16.9%
CSX CSX CORP 0.3%
Value ($000) $1,036 Shares 16,679 Est. Cost $9.92 Unrealized +110.7%
DIS DISNEY WALT CO 0.3%
Value ($000) $997 Shares 9,092 Est. Cost $81.18 Unrealized +34.4%
EMB ISHARES TR 0.3%
Value ($000) $990 Shares 9,526 Est. Cost $114.17 Unrealized
IGSB ISHARES TR 0.3%
Value ($000) $963 Shares 18,656 Est. Cost $79.85 Unrealized
PINNACLE FINL PARTNERS INC 0.3%
Value ($000) $955 Shares 20,706 Est. Cost $59.73 Unrealized
CB CHUBB LIMITED 0.3%
Value ($000) $922 Shares 7,131 Est. Cost $100.00 Unrealized +14.5%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $915 Shares 19,867 Est. Cost $46.06 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $914 Shares 5,322 Est. Cost $113.40 Unrealized +32.6%
ECL ECOLAB INC 0.3%
Value ($000) $899 Shares 6,100 Est. Cost $73.48 Unrealized +92.5%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $895 Shares 6,345 Est. Cost $80.68 Unrealized +77.1%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $821 Shares 6,261 Est. Cost $64.53 Unrealized +87.8%
SYK STRYKER CORP 0.2%
Value ($000) $815 Shares 5,200 Est. Cost $75.27 Unrealized +105.6%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $800 Shares 16,024 Est. Cost $51.39 Unrealized -0.6%
BLACKROCK INC 0.2%
Value ($000) $792 Shares 2,015 Est. Cost $262.94 Unrealized
FLRN SPDR SER TR 0.2%
Value ($000) $772 Shares 25,434 Est. Cost $30.73 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $765 Shares 11,618 Est. Cost $30.48 Unrealized +93.4%
PXF INVESCO EXCHNG TRADED FD TR 0.2%
Value ($000) $757 Shares 20,165 Est. Cost $42.99 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $747 Shares 10,925 Est. Cost $75.71 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $736 Shares 7,375 Est. Cost $71.33 Unrealized
OGE OGE ENERGY CORP 0.2%
Value ($000) $730 Shares 18,625 Est. Cost $31.75 Unrealized +20.9%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $718 Shares 17,926 Est. Cost $23.16 Unrealized +54.5%
HON HONEYWELL INTL INC 0.2%
Value ($000) $708 Shares 5,360 Est. Cost $110.29 Unrealized +6.7%
LLY LILLY ELI & CO 0.2%
Value ($000) $678 Shares 5,856 Est. Cost $43.07 Unrealized +135.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $676 Shares 2,582 Est. Cost $179.32 Unrealized +39.4%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $671 Shares 2,978 Est. Cost $78.40 Unrealized +165.5%
CAPSTAR FINL HLDGS INC 0.2%
Value ($000) $659 Shares 44,713 Est. Cost $16.97 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $651 Shares 11,080 Est. Cost $58.59 Unrealized
BND VANGUARD BD INDEX FD INC 0.2%
Value ($000) $638 Shares 8,053 Est. Cost $81.10 Unrealized
IAT ISHARES TR 0.2%
Value ($000) $634 Shares 15,925 Est. Cost $37.09 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $613 Shares 7,418 Est. Cost $82.07 Unrealized -7.5%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $610 Shares 7,050 Est. Cost $69.59 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.2%
Value ($000) $607 Shares 19,187 Est. Cost $31.64 Unrealized
CDNA CAREDX INC 0.2%
Value ($000) $605 Shares 24,079 Est. Cost $11.24 Unrealized +128.6%
BAC BANK AMER CORP 0.2%
Value ($000) $588 Shares 23,868 Est. Cost $17.68 Unrealized +28.9%
VONAGE HLDGS CORP 0.2%
Value ($000) $580 Shares 66,419 Est. Cost $6.80 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $577 Shares 2,309 Est. Cost $249.89 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $574 Shares 7,984 Est. Cost $15.62 Unrealized +97.8%
SHY ISHARES TR 0.2%
Value ($000) $565 Shares 6,758 Est. Cost $84.53 Unrealized
JPMORGAN CHASE & CO 0.2%
Value ($000) $544 Shares 24,376 Est. Cost $29.25 Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $536 Shares 5,835 Est. Cost $42.47 Unrealized +84.6%
LQD ISHARES TR 0.1%
Value ($000) $530 Shares 4,700 Est. Cost $115.77 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $523 Shares 14,506 Est. Cost $55.28 Unrealized -27.3%
ESBA EMPIRE ST RLTY OP L P 0.1%
Value ($000) $512 Shares 36,147 Est. Cost $17.50 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $482 Shares 3,067 Est. Cost $125.02 Unrealized +21.6%
CRM SALESFORCE COM INC 0.1%
Value ($000) $479 Shares 3,500 Est. Cost $135.90 Unrealized 0.0%
TWITTER INC 0.1%
Value ($000) $477 Shares 16,600 Est. Cost $28.73 Unrealized
V VISA INC 0.1%
Value ($000) $473 Shares 3,585 Est. Cost $109.83 Unrealized +19.7%
LSAK NET 1 UEPS TECHNOLOGIES INC 0.1%
Value ($000) $469 Shares 100,013 Est. Cost $11.40 Unrealized -48.5%
AMZN AMAZON COM INC 0.1%
Value ($000) $460 Shares 306 Est. Cost $83.14 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $445 Shares 3,714 Est. Cost $80.92 Unrealized +32.5%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $413 Shares 8,690 Est. Cost $42.10 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $399 Shares 2,475 Est. Cost $151.32 Unrealized +22.8%
KOS KOSMOS ENERGY LTD 0.1%
Value ($000) $378 Shares 92,707 Est. Cost $5.90 Unrealized 0.0%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $353 Shares 2,690 Est. Cost $132.41 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $345 Shares 7,000 Est. Cost $24.05 Unrealized +67.5%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $344 Shares 7,984 Est. Cost $47.41 Unrealized -22.7%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $334 Shares 2,638 Est. Cost $78.48 Unrealized +40.8%
HAS HASBRO INC 0.1%
Value ($000) $330 Shares 4,057 Est. Cost $71.59 Unrealized 0.0%
HARRIS CORP DEL 0.1%
Value ($000) $319 Shares 2,370 Est. Cost $88.03 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $319 Shares 7,600 Est. Cost $41.97 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $315 Shares 2,402 Est. Cost $143.86 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $311 Shares 5,175 Est. Cost $60.72 Unrealized
AMERICAN NATL BANKSHARES INC 0.1%
Value ($000) $302 Shares 10,290 Est. Cost $38.97 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $299 Shares 4,412 Est. Cost $30.87 Unrealized +47.7%
NTRA NATERA INC 0.1%
Value ($000) $294 Shares 21,062 Est. Cost $15.76 Unrealized +15.8%
MS MORGAN STANLEY 0.1%
Value ($000) $287 Shares 7,234 Est. Cost $38.94 Unrealized -10.1%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $280 Shares 2,125 Est. Cost $131.76 Unrealized
LINDE PLC 0.1%
Value ($000) $274 Shares 1,756 Est. Cost $156.04 Unrealized
SUNTRUST BKS INC 0.1%
Value ($000) $268 Shares 5,312 Est. Cost $33.57 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $260 Shares 5,268 Est. Cost $28.01 Unrealized +18.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $260 Shares 4,566 Est. Cost $46.45 Unrealized +9.5%
LIQTECH INTL INC 0.1%
Value ($000) $258 Shares 187,474 Est. Cost $1.38 Unrealized
BA BOEING CO 0.1%
Value ($000) $256 Shares 795 Est. Cost $334.97 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $255 Shares 2,766 Est. Cost $33.93 Unrealized +149.4%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $254 Shares 3,254 Est. Cost $78.06 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $250 Shares 2,796 Est. Cost $87.80 Unrealized
DY DYCOM INDS INC 0.1%
Value ($000) $247 Shares 4,577 Est. Cost $67.20 Unrealized 0.0%
NHI NATIONAL HEALTH INVS INC 0.1%
Value ($000) $239 Shares 3,160 Est. Cost $75.63 Unrealized
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $235 Shares 2,994 Est. Cost $78.49 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $230 Shares 4,389 Est. Cost $55.79 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $228 Shares 3,871 Est. Cost $76.47 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $227 Shares 2,689 Est. Cost $84.42 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $226 Shares 3,600 Est. Cost $66.00 Unrealized 0.0%
INDA ISHARES TR 0.1%
Value ($000) $226 Shares 6,791 Est. Cost $27.51 Unrealized
SMH VANECK VECTORS ETF TR 0.1%
Value ($000) $218 Shares 2,500 Est. Cost $69.47 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $214 Shares 1,882 Est. Cost $87.95 Unrealized 0.0%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $208 Shares 3,450 Est. Cost $52.48 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $203 Shares 3,904 Est. Cost $49.36 Unrealized 0.0%
IQLT ISHARES TR 0.1%
Value ($000) $202 Shares 7,819 Est. Cost $27.85 Unrealized
HBIO HARVARD BIOSCIENCE INC 0.1%
Value ($000) $195 Shares 61,315 Est. Cost $3.34 Unrealized +18.0%
LIBBEY INC 0.0%
Value ($000) $87 Shares 22,469 Est. Cost $21.67 Unrealized
APOLLO ENDOSURGERY INC 0.0%
Value ($000) $69 Shares 20,000 Est. Cost $4.93 Unrealized
AAC HLDGS INC 0.0%
Value ($000) $65 Shares 46,310 Est. Cost $7.62 Unrealized
MFS INTER INCOME TR 0.0%
Value ($000) $37 Shares 10,000 Est. Cost $3.70 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $6 Shares 2,500 Est. Cost $18.28 Unrealized +10.0%
TWITTER INC 0.0%
Value ($000) $1 Shares 1,200 Est. Cost $28.73 Unrealized