Barnett & Company, Inc. Diversified Active

CIK: 0001426588 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 23, 2014

Total Value ($000): $214,584 (100.0% shares, 0.0% debt)

Holdings (191)

CVS C V S CAREMARK CORP 2.7%
Value ($000) $5,881 Shares 82,170 Est. Cost $41.54 Unrealized +11.5%
CORNERSTONE BANCSHA PFD PFD CO 2.6%
Value ($000) $5,598 Shares 223,920 Est. Cost $24.03 Unrealized
CNI CANADIAN NATL RY CO F 2.0%
Value ($000) $4,357 Shares 76,412 Est. Cost $41.63 Unrealized +6.4%
UNP UNION PACIFIC CORP 1.9%
Value ($000) $4,058 Shares 24,154 Est. Cost $57.66 Unrealized +5.0%
LTC L T C PROPERTIES INC REIT 1.9%
Value ($000) $4,021 Shares 113,608 Est. Cost $38.53 Unrealized
VZ VERIZON COMMUNICATIONS 1.8%
Value ($000) $3,917 Shares 79,703 Est. Cost $26.93 Unrealized -1.2%
HE HAWAIIAN ELEC INDUSTRIES 1.8%
Value ($000) $3,915 Shares 150,222 Est. Cost $26.50 Unrealized -2.4%
STWD STARWOOD PPTY TRUST INC 1.8%
Value ($000) $3,898 Shares 140,725 Est. Cost $25.51 Unrealized
SEADRILL LTD F 1.8%
Value ($000) $3,792 Shares 92,300 Est. Cost $41.49 Unrealized
GM GENERAL MOTORS CO 1.7%
Value ($000) $3,682 Shares 90,093 Est. Cost $24.09 Unrealized +16.9%
AMERIGAS PARTNERS LP 1.7%
Value ($000) $3,636 Shares 81,585 Est. Cost $48.42 Unrealized
FIFTH STREET FINANCE CP 1.7%
Value ($000) $3,623 Shares 391,636 Est. Cost $10.15 Unrealized
TMO THERMO FISHER SCIENTIFIC 1.6%
Value ($000) $3,526 Shares 31,666 Est. Cost $80.13 Unrealized +19.3%
DIRECTV 1.6%
Value ($000) $3,506 Shares 50,765 Est. Cost $61.53 Unrealized
POR PORTLAND GENERAL ELEC 1.5%
Value ($000) $3,114 Shares 103,127 Est. Cost $19.60 Unrealized -3.4%
CLIFFS NAT RES 7% PFD DEP 1/40 1.4%
Value ($000) $3,100 Shares 135,007 Est. Cost $18.08 Unrealized
FERRELLGAS PARTNERS LP 1.4%
Value ($000) $3,068 Shares 133,666 Est. Cost $21.77 Unrealized
HEALTH CARE REIT INC REIT 1.4%
Value ($000) $3,000 Shares 55,997 Est. Cost $66.78 Unrealized
MPT MEDICAL PROPERTIES TRUST REIT 1.3%
Value ($000) $2,766 Shares 226,390 Est. Cost $13.91 Unrealized
LAB CP OF AMER HLDG NEW 1.2%
Value ($000) $2,639 Shares 28,880 Est. Cost $100.03 Unrealized
BWA BORG WARNER INC 1.2%
Value ($000) $2,591 Shares 46,344 Est. Cost $34.86 Unrealized +11.7%
WILLIAMS PARTNERS 1.2%
Value ($000) $2,568 Shares 50,491 Est. Cost $51.33 Unrealized
DAL DELTA AIR LINES INC NEW 1.2%
Value ($000) $2,546 Shares 92,675 Est. Cost $17.38 Unrealized +34.2%
GNW GENWORTH FINANCIAL INC 1.2%
Value ($000) $2,537 Shares 163,333 Est. Cost $10.68 Unrealized +35.3%
CEDAR FAIR L P DEP UTS 1.1%
Value ($000) $2,361 Shares 47,620 Est. Cost $41.80 Unrealized
KMB KIMBERLY-CLARK CORP 1.1%
Value ($000) $2,350 Shares 22,501 Est. Cost $62.96 Unrealized +5.4%
SANDISK CORP 1.1%
Value ($000) $2,286 Shares 32,410 Est. Cost $70.53 Unrealized
MPC MARATHON PETE CORP 1.1%
Value ($000) $2,257 Shares 24,605 Est. Cost $27.02 Unrealized -0.7%
CHICAGO BRIDGE & IRON F N Y RE 1.0%
Value ($000) $2,247 Shares 27,030 Est. Cost $62.85 Unrealized
NAVIOS MARITIME PTNRS F 1.0%
Value ($000) $2,247 Shares 117,545 Est. Cost $14.70 Unrealized
ALK ALASKA AIR GROUP INC DE 1.0%
Value ($000) $2,241 Shares 30,539 Est. Cost $27.53 Unrealized +16.6%
NUSTAR ENERGY LP 1.0%
Value ($000) $2,212 Shares 43,389 Est. Cost $45.88 Unrealized
WAB WABTEC 1.0%
Value ($000) $2,121 Shares 28,561 Est. Cost $49.48 Unrealized +27.5%
SIX FLAGS ENTERTAINMENT 1.0%
Value ($000) $2,097 Shares 56,957 Est. Cost $35.08 Unrealized
BOARDWALK PIPELINE PTNRS 1.0%
Value ($000) $2,061 Shares 80,764 Est. Cost $29.40 Unrealized
DUK DUKE ENERGY CORP NEW 0.9%
Value ($000) $1,998 Shares 28,953 Est. Cost $41.78 Unrealized +1.4%
T C PIPELINES LP 0.9%
Value ($000) $1,994 Shares 41,170 Est. Cost $48.30 Unrealized
TGT TARGET CORPORATION 0.9%
Value ($000) $1,944 Shares 30,718 Est. Cost $47.90 Unrealized -6.9%
JOHNSON CONTROLS INC 0.9%
Value ($000) $1,930 Shares 37,625 Est. Cost $36.21 Unrealized
ARLP ALLIANCE RES PARTNERS LP 0.9%
Value ($000) $1,926 Shares 25,010 Est. Cost $71.04 Unrealized
ATLAS PIPELINE PART LP 0.9%
Value ($000) $1,833 Shares 52,292 Est. Cost $38.24 Unrealized
AAL New American Airlines 0.8%
Value ($000) $1,799 Shares 71,260 Est. Cost $21.78 Unrealized 0.0%
ONEOK PARTNERS LP 0.8%
Value ($000) $1,761 Shares 33,450 Est. Cost $49.74 Unrealized
PEPCO HOLDINGS INC 0.8%
Value ($000) $1,723 Shares 90,060 Est. Cost $20.16 Unrealized
HOSPITALITY PPTYS TRUST BENEFI 0.8%
Value ($000) $1,722 Shares 63,710 Est. Cost $26.52 Unrealized
CSX C S X CORP 0.8%
Value ($000) $1,693 Shares 58,835 Est. Cost $6.79 Unrealized +8.5%
WESTERN GAS PARTNERS L P 0.8%
Value ($000) $1,648 Shares 26,715 Est. Cost $64.25 Unrealized
RCL ROYAL CARIBBEAN CRUISESF 0.8%
Value ($000) $1,638 Shares 34,543 Est. Cost $30.36 Unrealized +19.8%
MHK MOHAWK INDUSTRIES INC 0.7%
Value ($000) $1,549 Shares 10,405 Est. Cost $126.57 Unrealized +7.9%
Aircastle LTD 0.7%
Value ($000) $1,549 Shares 80,870 Est. Cost $19.15 Unrealized
TAL INTERNATIONAL GROUP 0.7%
Value ($000) $1,547 Shares 26,983 Est. Cost $57.33 Unrealized
TRN TRINITY INDUSTRIES INC 0.7%
Value ($000) $1,538 Shares 28,208 Est. Cost $11.20 Unrealized +14.4%
HSIC SCHEIN HENRY INC 0.7%
Value ($000) $1,518 Shares 13,285 Est. Cost $36.81 Unrealized +18.8%
AXP AMERICAN EXPRESS COMPANY 0.7%
Value ($000) $1,437 Shares 15,840 Est. Cost $59.67 Unrealized +16.1%
COACH INC 0.7%
Value ($000) $1,396 Shares 24,863 Est. Cost $56.92 Unrealized
MARATHON OIL CORP 0.6%
Value ($000) $1,355 Shares 38,397 Est. Cost $34.59 Unrealized
GREAT PLAINS ENERGY INC 0.6%
Value ($000) $1,344 Shares 55,460 Est. Cost $22.52 Unrealized
TIFFANY & CO NEW 0.6%
Value ($000) $1,318 Shares 14,210 Est. Cost $72.96 Unrealized
CMRE Costamare Inc. 0.6%
Value ($000) $1,301 Shares 71,200 Est. Cost $10.34 Unrealized 0.0%
SCRIPPS NTWK INTERACTIV CLASS 0.6%
Value ($000) $1,279 Shares 14,800 Est. Cost $66.77 Unrealized
TEEKAY OFFSHORE PARTNERF 0.6%
Value ($000) $1,271 Shares 38,405 Est. Cost $32.53 Unrealized
ENERGY TRANSFER PARTNERS UNITS 0.6%
Value ($000) $1,265 Shares 22,100 Est. Cost $51.98 Unrealized
CAPSTEAD MORTGAGE CP NEWREIT 0.6%
Value ($000) $1,236 Shares 102,313 Est. Cost $12.02 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $1,222 Shares 13,458 Est. Cost $61.55 Unrealized +1.8%
AL Air Lease Corporation 0.5%
Value ($000) $1,151 Shares 37,040 Est. Cost $25.91 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.5%
Value ($000) $1,138 Shares 64,045 Est. Cost $5.28 Unrealized +4.6%
KINDER MORGAN ENERGY LP UNIT L 0.5%
Value ($000) $1,111 Shares 13,778 Est. Cost $85.32 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.5%
Value ($000) $1,056 Shares 32,301 Est. Cost $31.20 Unrealized 0.0%
EXPRESS SCRIPTS HLDG CO 0.5%
Value ($000) $1,033 Shares 14,712 Est. Cost $66.28 Unrealized
ANNALY CAPITAL MGMT REIT 0.5%
Value ($000) $1,013 Shares 101,557 Est. Cost $12.51 Unrealized
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $973 Shares 31,440 Est. Cost $31.92 Unrealized -6.7%
M MACYS INC 0.4%
Value ($000) $956 Shares 17,900 Est. Cost $46.76 Unrealized +3.6%
HI-CRUSH PARTNERS LP 0.4%
Value ($000) $931 Shares 24,500 Est. Cost $24.91 Unrealized
PCH POTLATCH CORPORATION NEW 0.4%
Value ($000) $928 Shares 22,236 Est. Cost $40.42 Unrealized
CHE CHEMED CORPORATION NEW 0.4%
Value ($000) $928 Shares 12,114 Est. Cost $68.75 Unrealized +1.4%
HOLLY ENERGY PARTNERS 0.4%
Value ($000) $894 Shares 27,645 Est. Cost $37.03 Unrealized
BREITBURN ENERGY PTNR LP 0.4%
Value ($000) $887 Shares 43,600 Est. Cost $18.27 Unrealized
ODFL OLD DOMINION FREIGHT LNS 0.4%
Value ($000) $860 Shares 16,220 Est. Cost $14.67 Unrealized +7.5%
TXT TEXTRON INCORPORATED 0.4%
Value ($000) $820 Shares 22,302 Est. Cost $26.55 Unrealized +13.5%
BUCKEYE PARTNERS UTS L P UNIT 0.4%
Value ($000) $814 Shares 11,465 Est. Cost $70.40 Unrealized
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $792 Shares 17,445 Est. Cost $28.05 Unrealized +9.7%
NATURAL RESOURCE PTNR LP 0.4%
Value ($000) $778 Shares 39,000 Est. Cost $20.58 Unrealized
CCK CROWN HOLDINGS INC 0.4%
Value ($000) $758 Shares 17,000 Est. Cost $40.10 Unrealized +1.4%
WALTER ENERGY INC 0.4%
Value ($000) $757 Shares 45,525 Est. Cost $11.90 Unrealized
GT GOODYEAR TIRE & RUBBER 0.4%
Value ($000) $756 Shares 31,700 Est. Cost $14.58 Unrealized +51.7%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $754 Shares 8,118 Est. Cost $59.31 Unrealized +10.8%
INTC INTEL CORP 0.3%
Value ($000) $749 Shares 28,855 Est. Cost $17.17 Unrealized +4.4%
DIN DINEEQUITY INC 0.3%
Value ($000) $747 Shares 8,946 Est. Cost $44.88 Unrealized +5.1%
SCCO SOUTHERN COPPER CORP 0.3%
Value ($000) $718 Shares 25,017 Est. Cost $20.11 Unrealized -13.4%
CLIFFS NATURAL RES INC 0.3%
Value ($000) $717 Shares 27,360 Est. Cost $16.83 Unrealized
KKR FINANCIAL HLDGS LLC REIT 0.3%
Value ($000) $711 Shares 58,330 Est. Cost $10.52 Unrealized
LINN ENERGY 0.3%
Value ($000) $711 Shares 23,091 Est. Cost $33.19 Unrealized
F FORD MOTOR COMPANY NEW 0.3%
Value ($000) $688 Shares 44,620 Est. Cost $7.84 Unrealized +14.9%
EMPIRE DISTRICT ELEC CO 0.3%
Value ($000) $659 Shares 29,040 Est. Cost $22.24 Unrealized
POTASH CORP SASK INC F 0.3%
Value ($000) $655 Shares 19,862 Est. Cost $35.98 Unrealized
H C P INC REIT 0.3%
Value ($000) $640 Shares 17,610 Est. Cost $43.76 Unrealized
CONSOL ENERGY INC 0.3%
Value ($000) $631 Shares 16,600 Est. Cost $27.51 Unrealized
BIOMED REALTY TRUST INC 0.3%
Value ($000) $626 Shares 34,570 Est. Cost $19.46 Unrealized
SLM CORP 6%43 SENIOR NOTE DUE 0.3%
Value ($000) $616 Shares 33,133 Est. Cost $22.95 Unrealized
EPD ENTERPRISE PRD PRTNRS LP 0.3%
Value ($000) $612 Shares 9,227 Est. Cost $62.04 Unrealized
DISCOVER FINANCIAL SVCS 0.3%
Value ($000) $611 Shares 10,922 Est. Cost $47.68 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $603 Shares 7,171 Est. Cost $49.85 Unrealized +19.3%
DIAMOND OFFSHR DRILLING 0.3%
Value ($000) $600 Shares 10,535 Est. Cost $63.58 Unrealized
IBM INTL BUSINESS MACHINES 0.3%
Value ($000) $585 Shares 3,120 Est. Cost $118.94 Unrealized -10.5%
AGCO A G C O CORP 0.3%
Value ($000) $575 Shares 9,720 Est. Cost $46.85 Unrealized 0.0%
OEF ISHARES TR S&P 100 INDEXS 0.3%
Value ($000) $567 Shares 6,885 Est. Cost $71.90 Unrealized
REDDY ICE HLDGS INC NEW 0.3%
Value ($000) $562 Shares 113,614 Est. Cost $5.00 Unrealized
ATLAS AIR WORLDWIDE HLDG 0.3%
Value ($000) $559 Shares 13,585 Est. Cost $43.92 Unrealized
AEGON NV 6.50% PFD F PERPETUAL 0.3%
Value ($000) $555 Shares 23,540 Est. Cost $24.74 Unrealized
PVR PARTNERS LP 0.3%
Value ($000) $554 Shares 20,645 Est. Cost $27.29 Unrealized
RHINO RES PARTNERS LP 0.2%
Value ($000) $528 Shares 46,385 Est. Cost $12.93 Unrealized
CBL & ASSOC DEP SHS PFD REPS 1 0.2%
Value ($000) $526 Shares 22,138 Est. Cost $25.23 Unrealized
TEEKAY LNG PARTNERS LP F 0.2%
Value ($000) $520 Shares 12,185 Est. Cost $43.54 Unrealized
NATIONAL OILWELL VARCO 0.2%
Value ($000) $511 Shares 6,419 Est. Cost $69.36 Unrealized
FAMILY DOLLAR STORES INC 0.2%
Value ($000) $487 Shares 7,490 Est. Cost $62.35 Unrealized
ENBRIDGE ENERGY PTNRS LP 0.2%
Value ($000) $467 Shares 15,650 Est. Cost $30.49 Unrealized
HIG HARTFORD FINL SVCS GRP 0.2%
Value ($000) $445 Shares 12,281 Est. Cost $22.52 Unrealized +18.7%
Chesapeake Lodging Trust 0.2%
Value ($000) $445 Shares 17,600 Est. Cost $25.28 Unrealized
HANESBRANDS INC 0.2%
Value ($000) $438 Shares 6,230 Est. Cost $52.00 Unrealized
LYB LYONDELLBASELL INDS F CLASS A 0.2%
Value ($000) $429 Shares 5,350 Est. Cost $33.34 Unrealized +23.1%
NISKA GAS STORAGE PTNRS 0.2%
Value ($000) $422 Shares 28,600 Est. Cost $14.94 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $415 Shares 4,763 Est. Cost $49.85 Unrealized -4.0%
LNC LINCOLN NATIONAL CORP 0.2%
Value ($000) $412 Shares 7,983 Est. Cost $24.34 Unrealized +30.7%
INTERCONTL HTL NEW ADR F SPONS 0.2%
Value ($000) $399 Shares 11,938 Est. Cost $27.46 Unrealized
NEW YORK CMNTY BANCORP 0.2%
Value ($000) $396 Shares 23,525 Est. Cost $13.99 Unrealized
SUI SUN COMMUNITIES INC REIT 0.2%
Value ($000) $395 Shares 9,260 Est. Cost $46.12 Unrealized
EL PASO PIPELINE PTNR LP 0.2%
Value ($000) $393 Shares 10,930 Est. Cost $40.50 Unrealized
XOM EXXON MOBIL CORPORATION 0.2%
Value ($000) $392 Shares 3,872 Est. Cost $53.70 Unrealized +4.2%
CBL& ASSOC 6.625% DEP SH REP 1 0.2%
Value ($000) $388 Shares 18,250 Est. Cost $24.88 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $385 Shares 4,675 Est. Cost $56.45 Unrealized +4.0%
RYN RAYONIER INC REIT 0.2%
Value ($000) $379 Shares 9,000 Est. Cost $55.44 Unrealized
SPDR BARCLAYS ETF HIGH YIELD V 0.2%
Value ($000) $374 Shares 9,228 Est. Cost $39.49 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $357 Shares 2,861 Est. Cost $71.53 Unrealized +1.3%
WALGREEN COMPANY 0.2%
Value ($000) $356 Shares 6,191 Est. Cost $44.37 Unrealized
ATWOOD OCEANICS INC 0.2%
Value ($000) $342 Shares 6,403 Est. Cost $53.27 Unrealized
Morgan Stanley Capital Tr VII 0.2%
Value ($000) $339 Shares 13,940 Est. Cost $24.85 Unrealized
KOP Koppers Holdings Inc. 0.2%
Value ($000) $331 Shares 7,240 Est. Cost $42.61 Unrealized 0.0%
GENERAL ELECTRIC COMPANY 0.2%
Value ($000) $329 Shares 11,726 Est. Cost $23.24 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $327 Shares 14,566 Est. Cost $15.23 Unrealized -0.2%
IJS ISHARE SPSC600BARVAL 0.1%
Value ($000) $321 Shares 2,885 Est. Cost $93.59 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $319 Shares 4,520 Est. Cost $40.10 Unrealized +20.7%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $317 Shares 6,406 Est. Cost $33.45 Unrealized +17.0%
TRW Automotive Holdings Corp. 0.1%
Value ($000) $316 Shares 4,245 Est. Cost $74.44 Unrealized
DVN DEVON ENERGY CP NEW 0.1%
Value ($000) $302 Shares 4,887 Est. Cost $37.01 Unrealized +10.9%
PFF ISHARES S&P U S PFD FUND S&P U 0.1%
Value ($000) $298 Shares 8,100 Est. Cost $39.26 Unrealized
DON WISDOMTREE MIDCAP 0.1%
Value ($000) $297 Shares 3,985 Est. Cost $65.67 Unrealized
CANADIAN PAC RAILWAY F 0.1%
Value ($000) $295 Shares 1,950 Est. Cost $121.86 Unrealized
LASALLE HTL 7.25% G PFD PERPET 0.1%
Value ($000) $294 Shares 12,440 Est. Cost $24.77 Unrealized
AWK AMERICAN WATER WORKS CO 0.1%
Value ($000) $292 Shares 6,900 Est. Cost $31.86 Unrealized +2.8%
CENTURYLINK INC 0.1%
Value ($000) $286 Shares 8,968 Est. Cost $35.32 Unrealized
KINDER MORGAN MGMT LLC 0.1%
Value ($000) $277 Shares 3,664 Est. Cost $83.26 Unrealized
T A T & T INC NEW 0.1%
Value ($000) $272 Shares 7,750 Est. Cost $11.40 Unrealized -2.0%
AEGON 7.25 PERP AEGON NV 7.25% PFD F CAP SECS 0.1%
Value ($000) $271 Shares 10,672 Est. Cost $25.10 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $267 Shares 3,275 Est. Cost $55.11 Unrealized +5.3%
BB&T CORP 0.1%
Value ($000) $264 Shares 7,066 Est. Cost $37.36 Unrealized
PAA PLAINS ALL AMERN PPLN LP UNIT 0.1%
Value ($000) $264 Shares 5,100 Est. Cost $55.76 Unrealized
SL GREEN RLTY 6.5% PFD SERIES 0.1%
Value ($000) $258 Shares 12,120 Est. Cost $24.66 Unrealized
Ashford Hospitality Trust Inc 0.1%
Value ($000) $257 Shares 10,160 Est. Cost $25.59 Unrealized
BK BANK OF NY MELLON CP NEW 0.1%
Value ($000) $257 Shares 7,355 Est. Cost $21.91 Unrealized +10.9%
BANK OF AMER SER I PFD DEP SH 0.1%
Value ($000) $248 Shares 9,900 Est. Cost $26.20 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $240 Shares 5,799 Est. Cost $27.81 Unrealized -3.1%
ALPS TRUST ETF ALERIAN MLP 0.1%
Value ($000) $239 Shares 13,440 Est. Cost $17.86 Unrealized
JARDEN CORP 0.1%
Value ($000) $238 Shares 3,882 Est. Cost $43.80 Unrealized
USB U S BANCORP DEL NEW 0.1%
Value ($000) $237 Shares 5,872 Est. Cost $25.38 Unrealized 0.0%
REDDY ICE HLDGS INC PFD 7% CON 0.1%
Value ($000) $237 Shares 43,128 Est. Cost Unrealized
LXU L S B INDUSTRIES INC 0.1%
Value ($000) $234 Shares 5,695 Est. Cost $25.89 Unrealized 0.0%
BARCLAYS BANK 7.75%ADR F SPONS 0.1%
Value ($000) $231 Shares 9,100 Est. Cost $25.23 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $231 Shares 3,942 Est. Cost $36.85 Unrealized +7.6%
DIGITAL RLTY TR 6.625% SERIES 0.1%
Value ($000) $229 Shares 11,130 Est. Cost $24.94 Unrealized
EFA ISHARES TR MSCI EAFE FD MSCI E 0.1%
Value ($000) $227 Shares 3,379 Est. Cost $58.36 Unrealized
IVV ISHARES CORE S&P ETF S&P 500 I 0.1%
Value ($000) $224 Shares 1,208 Est. Cost $185.43 Unrealized
A G L RESOURCES INC 0.1%
Value ($000) $222 Shares 4,700 Est. Cost $43.39 Unrealized
METLIFE INC B 6.50% PFD NON-CU 0.1%
Value ($000) $222 Shares 8,900 Est. Cost $25.32 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $221 Shares 3,418 Est. Cost $34.53 Unrealized +12.1%
AFLAC INC 5.5%52 SUB DEB DUE 0 0.1%
Value ($000) $218 Shares 10,250 Est. Cost $24.83 Unrealized
FHN FIRST HORIZON NATL CORP 0.1%
Value ($000) $216 Shares 18,558 Est. Cost $7.55 Unrealized +2.4%
MET METLIFE INC 0.1%
Value ($000) $211 Shares 3,914 Est. Cost $30.13 Unrealized 0.0%
HYG ISHARES TRUST IBOXX $ HIGH YIE 0.1%
Value ($000) $210 Shares 2,260 Est. Cost $90.91 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $205 Shares 5,352 Est. Cost $17.15 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $201 Shares 2,193 Est. Cost $65.75 Unrealized 0.0%
PUBLIC STORAGE 5.375%PFD DEP S 0.1%
Value ($000) $200 Shares 10,250 Est. Cost $23.59 Unrealized
MOLYCORP INC 0.1%
Value ($000) $196 Shares 34,800 Est. Cost $5.63 Unrealized
QR ENERGY LP 0.1%
Value ($000) $187 Shares 10,900 Est. Cost $17.61 Unrealized
PENN WEST PETE LTD NEW F 0.1%
Value ($000) $170 Shares 20,300 Est. Cost $10.57 Unrealized
CAMPUS CREST COMMUNITIES 0.1%
Value ($000) $147 Shares 15,590 Est. Cost $11.53 Unrealized
POWERSHS EXCH TRAD FD TR PREFE 0.1%
Value ($000) $137 Shares 10,190 Est. Cost $13.74 Unrealized
EAGLE ROCK ENGY PARTNERS 0.1%
Value ($000) $137 Shares 23,000 Est. Cost $7.88 Unrealized
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $125 Shares 12,655 Est. Cost $6.17 Unrealized +4.6%
ADVANCED CELL TECHNOLOGY 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized
LAKEWOOD MINING LTD F 0.0%
Value ($000) $0 Shares 30,000 Est. Cost Unrealized
PORTOLA PACKAGING INC **PRIVAT 0.0%
Value ($000) $0 Shares 11,939 Est. Cost Unrealized