Cornerstone Advisors, LLC Diversified Active

CIK: 0001775446 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 13, 2020

Total Value ($000): $1,114,144 (100.0% shares, 0.0% debt)

Holdings (176)

MSFT MICROSOFT CORPORATION 9.0%
Value ($000) $100,622 Shares 478,400 Est. Cost $139.23 Unrealized +44.2%
AMZN AMAZON.COM INC 8.7%
Value ($000) $96,666 Shares 30,700 Est. Cost $108.69 Unrealized +45.1%
AAPL APPLE, INC. 6.2%
Value ($000) $69,023 Shares 596,000 Est. Cost $95.15 Unrealized +11.4%
GOOG ALPHABET, INC. - CLASS C 3.7%
Value ($000) $41,149 Shares 28,000 Est. Cost $65.59 Unrealized +15.4%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $30,327 Shares 203,700 Est. Cost $116.59 Unrealized +8.9%
PG PROCTER AND GAMBLE CO. 2.5%
Value ($000) $27,937 Shares 201,000 Est. Cost $105.24 Unrealized +10.6%
BRK/B BERKSHIRE HATHAWAY INC-B 2.0%
Value ($000) $21,933 Shares 103,000 Est. Cost $212.28 Unrealized -3.6%
CMCSA COMCAST CORP - CLASS A 1.8%
Value ($000) $20,262 Shares 438,000 Est. Cost $37.86 Unrealized -0.6%
VZ VERIZON COMMUNICATIONS 1.6%
Value ($000) $17,966 Shares 302,000 Est. Cost $42.72 Unrealized -0.3%
GENERAL AMERICAN INVESTOR 1.5%
Value ($000) $16,667 Shares 490,939 Est. Cost $37.11 Unrealized
ADBE ADOBE, INC. 1.5%
Value ($000) $16,184 Shares 33,000 Est. Cost $311.62 Unrealized +49.3%
INTC INTEL CORPORATION 1.4%
Value ($000) $16,052 Shares 310,000 Est. Cost $52.65 Unrealized -11.6%
CBRE CLARION GLOBAL REAL 1.4%
Value ($000) $16,042 Shares 2,682,670 Est. Cost $6.59 Unrealized
NFLX NETFLIX, INC. 1.4%
Value ($000) $15,501 Shares 31,000 Est. Cost $42.56 Unrealized +16.9%
NVDA NVIDIA CORP 1.4%
Value ($000) $15,154 Shares 28,000 Est. Cost $9.13 Unrealized +27.0%
COST COSTCO WHOLESALE CORP 1.3%
Value ($000) $14,023 Shares 39,500 Est. Cost $271.52 Unrealized +13.8%
TMO THERMO FISHER SCIENTIFIC 1.2%
Value ($000) $13,246 Shares 30,000 Est. Cost $306.91 Unrealized +32.7%
ABT ABBOTT LABORATORIES 1.2%
Value ($000) $13,060 Shares 120,000 Est. Cost $78.14 Unrealized +18.2%
UPS UNITED PARCEL SERVICE B 1.2%
Value ($000) $12,930 Shares 77,600 Est. Cost $92.83 Unrealized +26.4%
ACN ACCENTURE PLC - CLASS A 1.1%
Value ($000) $11,751 Shares 52,000 Est. Cost $178.42 Unrealized +19.0%
ABBV ABBVIE, INC. 1.0%
Value ($000) $11,474 Shares 131,000 Est. Cost $71.36 Unrealized +6.9%
CHTR CHARTER COMMUNICATIONS -A 1.0%
Value ($000) $10,801 Shares 17,300 Est. Cost $460.22 Unrealized +28.2%
V VISA, INC. - CLASS A 1.0%
Value ($000) $10,798 Shares 54,000 Est. Cost $172.55 Unrealized +11.4%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $10,732 Shares 28,000 Est. Cost $324.81 Unrealized +1.3%
ORCL ORACLE CORPORATION 0.9%
Value ($000) $10,567 Shares 177,000 Est. Cost $51.32 Unrealized +2.8%
WMT WALMART, INC. 0.9%
Value ($000) $10,213 Shares 73,000 Est. Cost $41.31 Unrealized 0.0%
AMGN AMGEN, INC. 0.9%
Value ($000) $10,166 Shares 40,000 Est. Cost $197.49 Unrealized +6.1%
MA MASTERCARD INC - CLASS A 0.9%
Value ($000) $10,145 Shares 30,000 Est. Cost $272.58 Unrealized +15.8%
QQQ INVESCO QQQ TRUST SERIES 0.9%
Value ($000) $10,002 Shares 36,000 Est. Cost $277.83 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $9,146 Shares 95,000 Est. Cost $108.67 Unrealized -21.4%
LOW LOWE'S COMPANIES INC 0.8%
Value ($000) $8,791 Shares 53,000 Est. Cost $109.00 Unrealized +28.3%
PFE PFIZER INC 0.7%
Value ($000) $7,891 Shares 215,000 Est. Cost $26.71 Unrealized +1.5%
BLACKROCK RESOUR & COMM 0.7%
Value ($000) $7,807 Shares 1,312,052 Est. Cost $7.37 Unrealized
MRK MERCK & CO., INC. 0.7%
Value ($000) $7,548 Shares 91,000 Est. Cost $67.55 Unrealized -2.4%
UNP UNION PACIFIC CORP 0.7%
Value ($000) $7,284 Shares 37,000 Est. Cost $149.35 Unrealized +10.4%
LLY ELI LILLY & CO 0.7%
Value ($000) $7,253 Shares 49,000 Est. Cost $126.12 Unrealized +15.6%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $7,212 Shares 20,000 Est. Cost $246.86 Unrealized +36.7%
DE DEERE & COMPANY 0.6%
Value ($000) $7,092 Shares 32,000 Est. Cost $157.96 Unrealized +13.8%
MORGAN STANLEY CHINA 0.6%
Value ($000) $7,013 Shares 332,053 Est. Cost $20.59 Unrealized
NEE NEXTERA ENERGY, INC. 0.6%
Value ($000) $6,939 Shares 25,000 Est. Cost $50.81 Unrealized +18.6%
GABELLI DIVIDEND & INCOME 0.6%
Value ($000) $6,526 Shares 355,636 Est. Cost $18.35 Unrealized
DUFF & PHELPS UTILITY INF 0.6%
Value ($000) $6,145 Shares 595,460 Est. Cost $10.32 Unrealized
GILD GILEAD SCIENCES, INC 0.5%
Value ($000) $5,940 Shares 94,000 Est. Cost $58.40 Unrealized -3.9%
TGT TARGET CORPORATION 0.5%
Value ($000) $5,825 Shares 37,000 Est. Cost $99.83 Unrealized +18.9%
HON HONEYWELL INTERNATL INC 0.5%
Value ($000) $5,761 Shares 35,000 Est. Cost $143.91 Unrealized -7.4%
APD AIR PRODUCTS & CHEMICALS 0.5%
Value ($000) $5,659 Shares 19,000 Est. Cost $195.95 Unrealized +28.5%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $5,565 Shares 231,000 Est. Cost $27.79 Unrealized -21.5%
AMT AMERICAN TOWER CORP 0.5%
Value ($000) $5,560 Shares 23,000 Est. Cost $183.82 Unrealized +17.9%
CVS CVS HEALTH CORP 0.5%
Value ($000) $5,490 Shares 94,000 Est. Cost $52.38 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS 0.5%
Value ($000) $5,442 Shares 20,000 Est. Cost $244.00 Unrealized +13.1%
MACQUARIE GL TOTAL RE FD 0.5%
Value ($000) $5,341 Shares 304,357 Est. Cost $17.56 Unrealized
PLD PROLOGIS, INC. 0.5%
Value ($000) $5,333 Shares 53,000 Est. Cost $79.64 Unrealized +8.2%
GUGGENHEIM ENH EQ INC FD 0.5%
Value ($000) $5,312 Shares 974,713 Est. Cost $5.44 Unrealized
ROYCE MICRO-CAP TRUST INC 0.5%
Value ($000) $5,254 Shares 685,058 Est. Cost $7.78 Unrealized
XLK TECHNOLOGY SELECT SPDR 0.5%
Value ($000) $5,135 Shares 44,000 Est. Cost $116.70 Unrealized
ELV ANTHEM, INC. 0.5%
Value ($000) $5,103 Shares 19,000 Est. Cost $250.01 Unrealized 0.0%
MORGAN STANLEY INDIA INV 0.4%
Value ($000) $4,990 Shares 287,629 Est. Cost $17.77 Unrealized
FISV FISERV 0.4%
Value ($000) $4,946 Shares 48,000 Est. Cost $110.44 Unrealized -9.8%
SHW SHERWIN-WILLIAMS CO 0.4%
Value ($000) $4,877 Shares 7,000 Est. Cost $179.34 Unrealized +16.1%
GOLDMAN SACHS MLP ENERGY 0.4%
Value ($000) $4,777 Shares 798,750 Est. Cost $6.92 Unrealized
EQIX EQUINIX, INC. 0.4%
Value ($000) $4,713 Shares 6,200 Est. Cost $539.55 Unrealized +26.7%
REGN REGENERON PHARMACEUTICALS 0.4%
Value ($000) $4,478 Shares 8,000 Est. Cost $578.92 Unrealized +4.2%
DG Dollar General Corp 0.4%
Value ($000) $4,402 Shares 21,000 Est. Cost $145.94 Unrealized +24.8%
WM WASTE MANAGEMENT INC 0.4%
Value ($000) $4,300 Shares 38,000 Est. Cost $102.09 Unrealized -0.7%
CI CIGNA CORP 0.4%
Value ($000) $4,295 Shares 25,354 Est. Cost $166.95 Unrealized -3.5%
KAYNE ANDERSON MLP INVEST 0.4%
Value ($000) $4,176 Shares 1,046,529 Est. Cost $4.42 Unrealized
TFC TRUIST FINANCIAL CORP 0.4%
Value ($000) $4,146 Shares 108,965 Est. Cost $39.23 Unrealized -25.1%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $4,129 Shares 36,000 Est. Cost $93.00 Unrealized +13.6%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $4,101 Shares 13,000 Est. Cost $304.40 Unrealized -2.1%
PGR PROGRESSIVE CORPORATION 0.4%
Value ($000) $4,071 Shares 43,000 Est. Cost $63.89 Unrealized +19.7%
MCO MOODY'S CORP 0.4%
Value ($000) $4,058 Shares 14,000 Est. Cost $231.38 Unrealized +17.9%
ICE INTERCONTINENTAL EXCHANGE 0.4%
Value ($000) $4,002 Shares 40,000 Est. Cost $85.74 Unrealized +7.3%
D DOMINION ENERGY, INC. 0.3%
Value ($000) $3,789 Shares 48,000 Est. Cost $62.43 Unrealized -0.6%
LMP CAPITAL & INCOME FUND 0.3%
Value ($000) $3,755 Shares 368,118 Est. Cost $10.03 Unrealized
NEM NEWMONT CORPORATION 0.3%
Value ($000) $3,744 Shares 59,000 Est. Cost $38.71 Unrealized +42.5%
HUM HUMANA INC 0.3%
Value ($000) $3,725 Shares 9,000 Est. Cost $383.05 Unrealized 0.0%
ADSK AUTODESK INC 0.3%
Value ($000) $3,696 Shares 16,000 Est. Cost $196.57 Unrealized +20.9%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,692 Shares 25,000 Est. Cost $112.29 Unrealized +10.0%
INDIA FUND, INC. 0.3%
Value ($000) $3,476 Shares 210,681 Est. Cost $16.50 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $3,424 Shares 16,000 Est. Cost $165.56 Unrealized +8.7%
BIIB BIOGEN IDEC, INC. 0.3%
Value ($000) $3,394 Shares 11,965 Est. Cost $293.41 Unrealized -4.9%
ROP ROPER TECHNOLOGIES INC. 0.3%
Value ($000) $3,358 Shares 8,500 Est. Cost $333.07 Unrealized +20.9%
XAWPX ABERDEEN GLOBAL PREM PROP 0.3%
Value ($000) $3,236 Shares 702,003 Est. Cost $4.70 Unrealized
MNST MONSTER BEVERAGE CORP 0.3%
Value ($000) $3,208 Shares 40,000 Est. Cost $32.65 Unrealized +21.0%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $3,184 Shares 23,000 Est. Cost $144.98 Unrealized -9.6%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $3,141 Shares 22,000 Est. Cost $116.84 Unrealized 0.0%
QCOM QUALCOMM, INC. 0.3%
Value ($000) $3,060 Shares 26,000 Est. Cost $70.96 Unrealized +34.1%
BDX BECTON, DICKINSON AND CO. 0.3%
Value ($000) $3,025 Shares 13,000 Est. Cost $225.34 Unrealized 0.0%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $3,011 Shares 34,000 Est. Cost $71.81 Unrealized -7.1%
ROYCE VALUE TRUST, INC. 0.2%
Value ($000) $2,785 Shares 220,362 Est. Cost $12.64 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.2%
Value ($000) $2,754 Shares 42,000 Est. Cost $57.76 Unrealized +1.8%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $2,739 Shares 21,000 Est. Cost $114.88 Unrealized +15.4%
RSG REPUBLIC SERVICES INC 0.2%
Value ($000) $2,707 Shares 29,000 Est. Cost $80.04 Unrealized +3.8%
CTAS CINTAS CORP 0.2%
Value ($000) $2,663 Shares 8,000 Est. Cost $61.87 Unrealized +17.8%
GIS GENERAL MILLS INC 0.2%
Value ($000) $2,652 Shares 43,000 Est. Cost $52.12 Unrealized 0.0%
SRE SEMPRA ENERGY 0.2%
Value ($000) $2,604 Shares 22,000 Est. Cost $59.96 Unrealized -13.9%
EBAY EBAY INC 0.2%
Value ($000) $2,501 Shares 48,000 Est. Cost $50.23 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP 0.2%
Value ($000) $2,484 Shares 7,800 Est. Cost $255.13 Unrealized +11.4%
AON AON PLC 0.2%
Value ($000) $2,476 Shares 12,000 Est. Cost $178.56 Unrealized +7.4%
ACTIVISION BLIZZARD, INC. 0.2%
Value ($000) $2,429 Shares 30,000 Est. Cost $80.97 Unrealized
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $2,409 Shares 13,000 Est. Cost $152.41 Unrealized +16.0%
NUVEEN REAL ASSET INCOME 0.2%
Value ($000) $2,397 Shares 198,728 Est. Cost $12.46 Unrealized
VOYA INFASTRUCTURE INDUS 0.2%
Value ($000) $2,391 Shares 251,378 Est. Cost $9.87 Unrealized
IHS MARKIT LTD 0.2%
Value ($000) $2,355 Shares 30,000 Est. Cost $75.37 Unrealized
FIRST TRUST ENERGY INCOME 0.2%
Value ($000) $2,324 Shares 256,530 Est. Cost $10.56 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $2,322 Shares 23,000 Est. Cost $78.89 Unrealized +18.2%
AEP AMERICAN ELECTRIC POWER 0.2%
Value ($000) $2,288 Shares 28,000 Est. Cost $74.24 Unrealized -8.7%
BLACKROCK, INC. 0.2%
Value ($000) $2,254 Shares 4,000 Est. Cost $440.00 Unrealized
NUVEEN TAX-ADV DIV FUND 0.2%
Value ($000) $2,223 Shares 170,095 Est. Cost $13.07 Unrealized
THE GABELLI HLTHCARE WELL 0.2%
Value ($000) $2,220 Shares 215,107 Est. Cost $11.36 Unrealized
THE GDL FUND 0.2%
Value ($000) $2,182 Shares 260,349 Est. Cost $9.18 Unrealized
ALL ALLSTATE CORPORATION 0.2%
Value ($000) $2,165 Shares 23,000 Est. Cost $94.23 Unrealized -13.2%
BLACK ROCK HEALTH SCI TR 0.2%
Value ($000) $2,123 Shares 89,000 Est. Cost $23.85 Unrealized
CLOUGH GLOBAL EQUITY FUND 0.2%
Value ($000) $2,114 Shares 188,560 Est. Cost $10.96 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $2,092 Shares 15,000 Est. Cost $145.09 Unrealized -13.8%
XFDEX FIRST TR/DYN EUR EQTY INC 0.2%
Value ($000) $2,063 Shares 205,275 Est. Cost $10.34 Unrealized
KR KROGER COMPANY 0.2%
Value ($000) $2,035 Shares 60,000 Est. Cost $28.78 Unrealized +7.0%
CSX CSX CORPORATION 0.2%
Value ($000) $2,019 Shares 26,000 Est. Cost $21.78 Unrealized +5.4%
ZTS ZOETIS, INC. 0.2%
Value ($000) $1,984 Shares 12,000 Est. Cost $118.09 Unrealized +24.2%
CLOUGH GLOBAL OPPORTUNITY 0.2%
Value ($000) $1,980 Shares 211,978 Est. Cost $9.34 Unrealized
MCK MCKESSON CORP. 0.2%
Value ($000) $1,936 Shares 13,000 Est. Cost $139.25 Unrealized +5.4%
BLACKROCK GL OPP EQ TRUST 0.2%
Value ($000) $1,923 Shares 200,956 Est. Cost $9.57 Unrealized
CLX CLOROX COMPANY (THE) 0.2%
Value ($000) $1,892 Shares 9,000 Est. Cost $175.46 Unrealized +7.7%
ALLIANZGI NFJ DIVIDEND 0.2%
Value ($000) $1,870 Shares 158,500 Est. Cost $11.80 Unrealized
FAST FASTENAL COMPANY 0.2%
Value ($000) $1,849 Shares 41,000 Est. Cost $20.06 Unrealized 0.0%
ORLY O'REILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,844 Shares 4,000 Est. Cost $28.61 Unrealized +6.2%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $1,838 Shares 22,000 Est. Cost $69.41 Unrealized +0.6%
MKC MCCORMICK & CO., INC. 0.2%
Value ($000) $1,747 Shares 9,000 Est. Cost $87.66 Unrealized 0.0%
DOW DOW, INC. 0.1%
Value ($000) $1,633 Shares 34,704 Est. Cost $36.70 Unrealized -8.8%
CLEARBRIDGE ENERGY MLP FUND 0.1%
Value ($000) $1,613 Shares 145,964 Est. Cost $11.05 Unrealized
CALAMOS LONG SHORT EQ 0.1%
Value ($000) $1,599 Shares 110,125 Est. Cost $14.52 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.1%
Value ($000) $1,543 Shares 20,000 Est. Cost $62.36 Unrealized +8.0%
STT STATE STREET CORP 0.1%
Value ($000) $1,483 Shares 25,000 Est. Cost $50.25 Unrealized +8.5%
CMI CUMMINS INC. 0.1%
Value ($000) $1,478 Shares 7,000 Est. Cost $151.07 Unrealized +15.7%
CENTRAL EUROPE RUSSIA & T 0.1%
Value ($000) $1,444 Shares 73,499 Est. Cost $28.30 Unrealized
WELLS FARGO ADVANTAGE GLB 0.1%
Value ($000) $1,411 Shares 333,589 Est. Cost $4.23 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $1,399 Shares 7,000 Est. Cost $177.67 Unrealized +6.1%
CME CME GROUP, INC. 0.1%
Value ($000) $1,338 Shares 8,000 Est. Cost $144.33 Unrealized -5.6%
HRL HORMEL FOODS CORP. 0.1%
Value ($000) $1,320 Shares 27,000 Est. Cost $40.81 Unrealized +5.5%
NUBRGR BRMN MLP ENRGY INC 0.1%
Value ($000) $1,267 Shares 532,448 Est. Cost $2.94 Unrealized
THE MEXICO FUND, INC. 0.1%
Value ($000) $1,250 Shares 121,855 Est. Cost $10.19 Unrealized
EW EDWARDS LIFESCIENCES 0.1%
Value ($000) $1,197 Shares 15,000 Est. Cost $73.41 Unrealized +6.3%
SO THE SOUTHERN COMPANY 0.1%
Value ($000) $1,193 Shares 22,000 Est. Cost $48.90 Unrealized -11.0%
NUVEEN TAX-ADV TOT RET ST 0.1%
Value ($000) $1,164 Shares 145,301 Est. Cost $8.01 Unrealized
CB CHUBB LTD 0.1%
Value ($000) $1,161 Shares 10,000 Est. Cost $138.44 Unrealized -16.4%
FTV FORTIVE CORPORATION 0.1%
Value ($000) $1,143 Shares 15,000 Est. Cost $44.01 Unrealized +1.3%
EXC EXELON CORPORATION 0.1%
Value ($000) $1,073 Shares 30,000 Est. Cost $26.02 Unrealized -15.8%
GABELLI GLBL SMALL & MID 0.1%
Value ($000) $1,020 Shares 101,104 Est. Cost $11.31 Unrealized
TT TRANE TECHNOLOGIES 0.1%
Value ($000) $970 Shares 8,000 Est. Cost $93.73 Unrealized +11.7%
XEL XCEL ENERGY, INC. 0.1%
Value ($000) $966 Shares 14,000 Est. Cost $51.71 Unrealized +11.3%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $965 Shares 12,000 Est. Cost $77.66 Unrealized -3.1%
JOHN HANCOCK HEDGED 0.1%
Value ($000) $959 Shares 90,854 Est. Cost $10.56 Unrealized
FIRST TRUST MLP & ENERGY 0.1%
Value ($000) $824 Shares 177,534 Est. Cost $5.61 Unrealized
DXCM DexCom Inc 0.1%
Value ($000) $824 Shares 2,000 Est. Cost $104.48 Unrealized 0.0%
FIRST TRUST ENERGY 0.1%
Value ($000) $770 Shares 85,990 Est. Cost $9.92 Unrealized
JAPAN SMALLER CAPITAL FD 0.1%
Value ($000) $752 Shares 86,716 Est. Cost $8.95 Unrealized
AWK American Water Works 0.1%
Value ($000) $724 Shares 5,000 Est. Cost $127.84 Unrealized 0.0%
NUVEEN REAL ESTATE INC 0.1%
Value ($000) $717 Shares 95,027 Est. Cost $7.43 Unrealized
NUVEEN DOW30 DYN OVERWRT 0.1%
Value ($000) $704 Shares 51,997 Est. Cost $13.54 Unrealized
BLACKROCK INTERNTNL GR IN 0.1%
Value ($000) $696 Shares 132,000 Est. Cost $5.27 Unrealized
VOYA GLOBAL EQUITY DIVD 0.1%
Value ($000) $696 Shares 140,650 Est. Cost $4.83 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $638 Shares 8,000 Est. Cost $70.68 Unrealized -8.7%
CLEARBRIDGE ENERGY MLP TOTAL RETURN FUND 0.1%
Value ($000) $618 Shares 61,740 Est. Cost $10.01 Unrealized
SPROTT FOCUS TRUST, INC. 0.1%
Value ($000) $587 Shares 98,653 Est. Cost $5.90 Unrealized
KAYNE ANDERSON MIDSTREAM 0.1%
Value ($000) $575 Shares 142,645 Est. Cost $4.53 Unrealized
CLEARBRIDGE ENERGY OPPORT 0.0%
Value ($000) $527 Shares 60,124 Est. Cost $8.77 Unrealized
TAIWAN FUND, INC. 0.0%
Value ($000) $453 Shares 19,654 Est. Cost $21.22 Unrealized
SWISS HELVETIA FUND 0.0%
Value ($000) $421 Shares 50,868 Est. Cost $8.25 Unrealized
KOREA FUND, INC. 0.0%
Value ($000) $398 Shares 13,415 Est. Cost $29.67 Unrealized
PEG PUBLIC SERVICE ENTPRS GR 0.0%
Value ($000) $384 Shares 7,000 Est. Cost $49.14 Unrealized -10.3%
XJEQX ABERDEEN JAPAN EQUITY FUN 0.0%
Value ($000) $311 Shares 37,631 Est. Cost $7.71 Unrealized
ROYCE GLOBAL VALUE TRUST 0.0%
Value ($000) $271 Shares 22,100 Est. Cost $12.26 Unrealized
IR INGERSOLL-RAND INC 0.0%
Value ($000) $251 Shares 7,059 Est. Cost $33.31 Unrealized 0.0%
MAC/1ST GL IN/UT DIV & IN 0.0%
Value ($000) $227 Shares 29,519 Est. Cost $7.93 Unrealized
GAMCO NATURAL RESOURCES 0.0%
Value ($000) $215 Shares 43,460 Est. Cost $4.59 Unrealized
NEW IRELAND FUND 0.0%
Value ($000) $200 Shares 23,807 Est. Cost $9.91 Unrealized