Barnett & Company, Inc. Diversified Active

CIK: 0001426588 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 9, 2014

Total Value ($000): $222,989 (100.0% shares, 0.0% debt)

Holdings (196)

CVS C V S CAREMARK CORP 2.8%
Value ($000) $6,209 Shares 82,945 Est. Cost $41.54 Unrealized +23.0%
CORNERSTONE BANCSHA PFD PFD CO 2.4%
Value ($000) $5,345 Shares 220,420 Est. Cost $24.03 Unrealized
VZ VERIZON COMMUNICATIONS 2.1%
Value ($000) $4,688 Shares 98,540 Est. Cost $26.73 Unrealized -3.2%
UNP UNION PACIFIC CORP 2.0%
Value ($000) $4,552 Shares 24,255 Est. Cost $57.66 Unrealized +18.4%
LTC L T C PROPERTIES INC REIT 2.0%
Value ($000) $4,381 Shares 116,435 Est. Cost $38.51 Unrealized
CNI CANADIAN NATL RY CO F 1.9%
Value ($000) $4,203 Shares 74,760 Est. Cost $41.63 Unrealized +7.0%
DIRECTV 1.8%
Value ($000) $3,910 Shares 51,165 Est. Cost $61.53 Unrealized
FIFTH STREET FINANCE CP 1.7%
Value ($000) $3,798 Shares 401,486 Est. Cost $10.13 Unrealized
GM GENERAL MOTORS CO 1.7%
Value ($000) $3,740 Shares 108,664 Est. Cost $24.66 Unrealized +11.2%
TMO THERMO FISHER SCIENTIFIC 1.6%
Value ($000) $3,675 Shares 30,566 Est. Cost $80.13 Unrealized +42.9%
AMERIGAS PARTNERS LP 1.6%
Value ($000) $3,620 Shares 85,687 Est. Cost $48.13 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 1.6%
Value ($000) $3,588 Shares 141,139 Est. Cost $26.50 Unrealized -3.5%
STWD STARWOOD PPTY TRUST INC 1.6%
Value ($000) $3,472 Shares 147,160 Est. Cost $25.42 Unrealized
DAL DELTA AIR LINES INC NEW 1.5%
Value ($000) $3,376 Shares 97,425 Est. Cost $17.90 Unrealized +56.2%
HEALTH CARE REIT INC REIT 1.5%
Value ($000) $3,350 Shares 56,215 Est. Cost $66.78 Unrealized
AAL AMERICAN AIRLINES GROUP INC. 1.5%
Value ($000) $3,348 Shares 91,470 Est. Cost $24.05 Unrealized +33.4%
SEADRILL LTD F 1.5%
Value ($000) $3,261 Shares 92,740 Est. Cost $41.49 Unrealized
POR PORTLAND GENERAL ELEC 1.4%
Value ($000) $3,185 Shares 98,477 Est. Cost $19.60 Unrealized +2.1%
CLIFFS NAT RES 7% PFD DEP 1/40 1.3%
Value ($000) $2,854 Shares 137,652 Est. Cost $18.13 Unrealized
MPT MEDICAL PROPERTIES TRUST REIT 1.3%
Value ($000) $2,840 Shares 222,050 Est. Cost $13.91 Unrealized
GNW GENWORTH FINANCIAL INC 1.2%
Value ($000) $2,763 Shares 155,823 Est. Cost $10.68 Unrealized +50.3%
BWA BORG WARNER INC 1.2%
Value ($000) $2,749 Shares 44,718 Est. Cost $34.86 Unrealized +23.3%
ALK ALASKA AIR GROUP INC DE 1.2%
Value ($000) $2,746 Shares 29,428 Est. Cost $27.53 Unrealized +36.4%
WILLIAMS PARTNERS 1.2%
Value ($000) $2,648 Shares 51,991 Est. Cost $51.32 Unrealized
SANDISK CORP 1.2%
Value ($000) $2,615 Shares 32,210 Est. Cost $70.53 Unrealized
KMB KIMBERLY-CLARK CORP 1.1%
Value ($000) $2,542 Shares 23,056 Est. Cost $63.12 Unrealized +9.9%
CEDAR FAIR L P DEP UTS 1.1%
Value ($000) $2,414 Shares 47,400 Est. Cost $41.80 Unrealized
CHICAGO BRIDGE & IRON F N Y RE 1.1%
Value ($000) $2,353 Shares 27,000 Est. Cost $62.85 Unrealized
NAVIOS MARITIME PTNRS F 1.0%
Value ($000) $2,285 Shares 117,255 Est. Cost $14.70 Unrealized
SIX FLAGS ENTERTAINMENT 1.0%
Value ($000) $2,260 Shares 56,299 Est. Cost $35.08 Unrealized
NUSTAR ENERGY LP 1.0%
Value ($000) $2,257 Shares 41,071 Est. Cost $45.88 Unrealized
WAB WABTEC 1.0%
Value ($000) $2,213 Shares 28,561 Est. Cost $49.48 Unrealized +45.0%
DUK DUKE ENERGY CORP NEW 1.0%
Value ($000) $2,201 Shares 30,909 Est. Cost $41.84 Unrealized +2.0%
TRN TRINITY INDUSTRIES INC 1.0%
Value ($000) $2,128 Shares 29,533 Est. Cost $11.43 Unrealized +43.0%
Aircastle LTD 0.9%
Value ($000) $2,093 Shares 107,977 Est. Cost $19.21 Unrealized
MPC MARATHON PETE CORP 0.9%
Value ($000) $2,084 Shares 23,943 Est. Cost $27.02 Unrealized +13.7%
ARLP ALLIANCE RES PARTNERS LP 0.9%
Value ($000) $2,047 Shares 24,332 Est. Cost $71.04 Unrealized
T C PIPELINES LP 0.9%
Value ($000) $1,955 Shares 40,780 Est. Cost $48.30 Unrealized
RCL ROYAL CARIBBEAN CRUISESF 0.9%
Value ($000) $1,897 Shares 34,768 Est. Cost $30.36 Unrealized +44.0%
HOSPITALITY PPTYS TRUST BENEFI 0.8%
Value ($000) $1,801 Shares 62,720 Est. Cost $26.52 Unrealized
PEPCO HOLDINGS INC 0.8%
Value ($000) $1,757 Shares 85,793 Est. Cost $20.16 Unrealized
CSX C S X CORP 0.8%
Value ($000) $1,736 Shares 59,935 Est. Cost $6.81 Unrealized +12.7%
WESTERN GAS PARTNERS L P 0.8%
Value ($000) $1,730 Shares 26,135 Est. Cost $64.25 Unrealized
JOHNSON CONTROLS INC 0.8%
Value ($000) $1,724 Shares 36,433 Est. Cost $36.21 Unrealized
ONEOK PARTNERS LP 0.8%
Value ($000) $1,716 Shares 32,050 Est. Cost $49.74 Unrealized
TGT TARGET CORPORATION 0.8%
Value ($000) $1,678 Shares 27,725 Est. Cost $47.90 Unrealized -13.1%
AL Air Lease Corporation 0.7%
Value ($000) $1,659 Shares 44,490 Est. Cost $26.39 Unrealized +9.2%
ATLAS PIPELINE PART LP 0.7%
Value ($000) $1,635 Shares 50,922 Est. Cost $38.24 Unrealized
CMRE COSTAMARE INC. 0.7%
Value ($000) $1,630 Shares 75,800 Est. Cost $10.42 Unrealized +11.2%
LAB CP OF AMER HLDG NEW 0.7%
Value ($000) $1,590 Shares 16,190 Est. Cost $100.03 Unrealized
HSIC SCHEIN HENRY INC 0.7%
Value ($000) $1,580 Shares 13,235 Est. Cost $36.81 Unrealized +24.2%
CAPSTEAD MORTGAGE CP NEWREIT 0.7%
Value ($000) $1,454 Shares 114,813 Est. Cost $12.09 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.7%
Value ($000) $1,450 Shares 16,105 Est. Cost $59.93 Unrealized +26.0%
GREAT PLAINS ENERGY INC 0.6%
Value ($000) $1,419 Shares 52,460 Est. Cost $22.52 Unrealized
TEEKAY OFFSHORE PARTNERF 0.6%
Value ($000) $1,369 Shares 41,825 Est. Cost $32.55 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $1,325 Shares 13,335 Est. Cost $61.55 Unrealized +13.2%
KINDER MORGAN ENERGY LP UNIT L 0.6%
Value ($000) $1,265 Shares 17,103 Est. Cost $83.11 Unrealized
MARATHON OIL CORP 0.6%
Value ($000) $1,242 Shares 34,967 Est. Cost $34.59 Unrealized
TIFFANY & CO NEW 0.5%
Value ($000) $1,224 Shares 14,210 Est. Cost $72.96 Unrealized
MHK MOHAWK INDUSTRIES INC 0.5%
Value ($000) $1,219 Shares 8,965 Est. Cost $126.57 Unrealized +13.1%
TAL INTERNATIONAL GROUP 0.5%
Value ($000) $1,180 Shares 27,533 Est. Cost $57.04 Unrealized
NSC NORFOLK SOUTHERN CORP 0.5%
Value ($000) $1,167 Shares 12,013 Est. Cost $63.23 Unrealized +12.9%
COACH INC 0.5%
Value ($000) $1,167 Shares 23,501 Est. Cost $56.92 Unrealized
DISCOVER FINANCIAL SVCS 0.5%
Value ($000) $1,145 Shares 19,684 Est. Cost $52.35 Unrealized
ENERGY TRANSFER PARTNERS UNITS 0.5%
Value ($000) $1,134 Shares 21,080 Est. Cost $51.98 Unrealized
ANNALY CAPITAL MGMT REIT 0.5%
Value ($000) $1,128 Shares 102,796 Est. Cost $12.49 Unrealized
ARCC ARES CAPITAL CORP 0.5%
Value ($000) $1,122 Shares 63,650 Est. Cost $5.28 Unrealized +8.6%
FERRELLGAS PARTNERS LP 0.5%
Value ($000) $1,119 Shares 48,450 Est. Cost $21.77 Unrealized
U.S. SILICA HOLDINGS, INC. 0.5%
Value ($000) $1,109 Shares 29,050 Est. Cost $38.18 Unrealized
SCRIPPS NTWK INTERACTIV CLASS 0.5%
Value ($000) $1,097 Shares 14,450 Est. Cost $66.77 Unrealized
GT GOODYEAR TIRE & RUBBER 0.5%
Value ($000) $1,088 Shares 41,640 Est. Cost $17.18 Unrealized +48.2%
BOARDWALK PIPELINE PTNRS 0.5%
Value ($000) $1,079 Shares 80,472 Est. Cost $29.40 Unrealized
HI-CRUSH PARTNERS LP 0.5%
Value ($000) $1,073 Shares 26,600 Est. Cost $26.13 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.5%
Value ($000) $1,073 Shares 32,666 Est. Cost $31.23 Unrealized +9.0%
EXPRESS SCRIPTS HLDG CO 0.5%
Value ($000) $1,069 Shares 14,232 Est. Cost $66.28 Unrealized
M MACYS INC 0.5%
Value ($000) $1,061 Shares 17,900 Est. Cost $46.76 Unrealized +18.9%
LEG LEGGETT & PLATT INC 0.5%
Value ($000) $1,010 Shares 30,940 Est. Cost $31.92 Unrealized -3.0%
ODFL OLD DOMINION FREIGHT LNS 0.4%
Value ($000) $961 Shares 16,930 Est. Cost $14.79 Unrealized +17.9%
HOLLY ENERGY PARTNERS 0.4%
Value ($000) $882 Shares 26,585 Est. Cost $37.03 Unrealized
BUCKEYE PARTNERS UTS L P UNIT 0.4%
Value ($000) $847 Shares 11,280 Est. Cost $70.40 Unrealized
BREITBURN ENERGY PTNR LP 0.4%
Value ($000) $841 Shares 42,100 Est. Cost $18.27 Unrealized
PCH POTLATCH CORPORATION NEW 0.4%
Value ($000) $831 Shares 21,470 Est. Cost $40.42 Unrealized
STARWOOD WAYPOINT RESIDENTIAL 0.4%
Value ($000) $782 Shares 27,175 Est. Cost $28.78 Unrealized
TRW AUTOMOTIVE HOLDINGS CORP. 0.3%
Value ($000) $769 Shares 9,425 Est. Cost $78.37 Unrealized
EMPIRE DISTRICT ELEC CO 0.3%
Value ($000) $765 Shares 31,440 Est. Cost $22.40 Unrealized
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $763 Shares 15,337 Est. Cost $28.05 Unrealized +19.1%
BIOMED REALTY TRUST INC 0.3%
Value ($000) $739 Shares 36,070 Est. Cost $19.51 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $738 Shares 28,570 Est. Cost $17.17 Unrealized +8.7%
SCCO SOUTHERN COPPER CORP 0.3%
Value ($000) $718 Shares 24,656 Est. Cost $20.11 Unrealized -6.9%
SO THE SOUTHERN COMPANY 0.3%
Value ($000) $711 Shares 16,181 Est. Cost $25.27 Unrealized 0.0%
TXT TEXTRON INCORPORATED 0.3%
Value ($000) $710 Shares 18,072 Est. Cost $26.55 Unrealized +38.3%
DIN DINEEQUITY INC 0.3%
Value ($000) $696 Shares 8,916 Est. Cost $44.88 Unrealized +8.7%
F FORD MOTOR COMPANY NEW 0.3%
Value ($000) $677 Shares 43,394 Est. Cost $7.84 Unrealized +6.8%
H C P INC REIT 0.3%
Value ($000) $671 Shares 17,310 Est. Cost $43.76 Unrealized
SLM CORP 6%43 SENIOR NOTE DUE 0.3%
Value ($000) $645 Shares 29,650 Est. Cost $22.95 Unrealized
EPD ENTERPRISE PRD PRTNRS LP 0.3%
Value ($000) $640 Shares 9,227 Est. Cost $62.04 Unrealized
LINN ENERGY 0.3%
Value ($000) $640 Shares 22,603 Est. Cost $33.19 Unrealized
AEGON NV 6.50% PFD F PERPETUAL 0.3%
Value ($000) $638 Shares 25,040 Est. Cost $24.79 Unrealized
KKR FINANCIAL HLDGS LLC REIT 0.3%
Value ($000) $637 Shares 55,058 Est. Cost $10.52 Unrealized
RHINO RES PARTNERS LP 0.3%
Value ($000) $628 Shares 45,973 Est. Cost $12.93 Unrealized
TEEKAY LNG PARTNERS LP F 0.3%
Value ($000) $623 Shares 15,085 Est. Cost $43.11 Unrealized
NATURAL RESOURCE PTNR LP 0.3%
Value ($000) $619 Shares 38,900 Est. Cost $20.58 Unrealized
LXU L S B INDUSTRIES INC 0.3%
Value ($000) $606 Shares 16,185 Est. Cost $26.56 Unrealized +1.4%
CONSOL ENERGY INC 0.3%
Value ($000) $599 Shares 15,000 Est. Cost $27.51 Unrealized
REDDY ICE HLDGS INC NEW 0.3%
Value ($000) $597 Shares 110,118 Est. Cost $5.00 Unrealized
CBL & ASSOC DEP SHS PFD REPS 1 0.3%
Value ($000) $586 Shares 23,338 Est. Cost $25.22 Unrealized
POTASH CORP SASK INC F 0.3%
Value ($000) $574 Shares 15,850 Est. Cost $35.98 Unrealized
OEF ISHARES TR S&P 100 INDEXS 0.3%
Value ($000) $570 Shares 6,885 Est. Cost $71.90 Unrealized
IBM INTL BUSINESS MACHINES 0.2%
Value ($000) $557 Shares 2,895 Est. Cost $118.94 Unrealized -8.2%
NATIONAL OILWELL VARCO 0.2%
Value ($000) $554 Shares 7,119 Est. Cost $70.19 Unrealized
REGENCY ENERGY PARTNERS 0.2%
Value ($000) $549 Shares 20,158 Est. Cost $27.23 Unrealized
KOP KOPPERS HOLDINGS INC. 0.2%
Value ($000) $542 Shares 13,140 Est. Cost $40.83 Unrealized -5.3%
PSEC PROSPECT CAPITAL CORP 0.2%
Value ($000) $538 Shares 49,780 Est. Cost $2.55 Unrealized 0.0%
AGCO A G C O CORP 0.2%
Value ($000) $525 Shares 9,511 Est. Cost $46.85 Unrealized -10.1%
HERTZ GLOBAL 0.2%
Value ($000) $523 Shares 19,650 Est. Cost $26.62 Unrealized
HIG HARTFORD FINL SVCS GRP 0.2%
Value ($000) $520 Shares 14,731 Est. Cost $23.29 Unrealized +16.5%
SUI SUN COMMUNITIES INC REIT 0.2%
Value ($000) $508 Shares 11,260 Est. Cost $45.94 Unrealized
DIAMOND OFFSHR DRILLING 0.2%
Value ($000) $506 Shares 10,385 Est. Cost $63.58 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $501 Shares 6,166 Est. Cost $49.85 Unrealized +22.9%
CCK CROWN HOLDINGS INC 0.2%
Value ($000) $492 Shares 11,000 Est. Cost $40.10 Unrealized +2.9%
LYB LYONDELLBASELL INDS F CLASS A 0.2%
Value ($000) $476 Shares 5,350 Est. Cost $33.34 Unrealized +36.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $475 Shares 5,796 Est. Cost $48.94 Unrealized -8.6%
CLIFFS NATURAL RES INC 0.2%
Value ($000) $460 Shares 22,503 Est. Cost $16.83 Unrealized
SPRINGLEAF HOLDINGS, LLC 0.2%
Value ($000) $458 Shares 18,200 Est. Cost $25.16 Unrealized
HANESBRANDS INC 0.2%
Value ($000) $454 Shares 5,940 Est. Cost $52.00 Unrealized
CHESAPEAKE LODGING TRUST 0.2%
Value ($000) $453 Shares 17,600 Est. Cost $25.28 Unrealized
CBL& ASSOC 6.625% DEP SH REP 1 0.2%
Value ($000) $437 Shares 18,250 Est. Cost $24.88 Unrealized
ATLAS AIR WORLDWIDE HLDG 0.2%
Value ($000) $428 Shares 12,145 Est. Cost $43.92 Unrealized
WHR WHIRLPOOL CORP 0.2%
Value ($000) $426 Shares 2,850 Est. Cost $144.75 Unrealized 0.0%
CALUMET SPECIALTY PRODUCTS LP 0.2%
Value ($000) $408 Shares 15,800 Est. Cost $25.82 Unrealized
NISKA GAS STORAGE PTNRS 0.2%
Value ($000) $398 Shares 27,400 Est. Cost $14.94 Unrealized
FAMILY DOLLAR STORES INC 0.2%
Value ($000) $394 Shares 6,800 Est. Cost $62.35 Unrealized
LNC LINCOLN NATIONAL CORP 0.2%
Value ($000) $388 Shares 7,663 Est. Cost $24.34 Unrealized +37.5%
ENBRIDGE ENERGY PTNRS LP 0.2%
Value ($000) $380 Shares 13,870 Est. Cost $30.49 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $375 Shares 4,743 Est. Cost $56.51 Unrealized +6.6%
WALGREEN COMPANY 0.2%
Value ($000) $374 Shares 5,661 Est. Cost $44.37 Unrealized
XOM EXXON MOBIL CORPORATION 0.2%
Value ($000) $372 Shares 3,809 Est. Cost $53.70 Unrealized +8.1%
RYN RAYONIER INC REIT 0.2%
Value ($000) $357 Shares 7,775 Est. Cost $55.44 Unrealized
BB&T CORP 0.2%
Value ($000) $348 Shares 8,666 Est. Cost $37.88 Unrealized
SPDR BARCLAYS ETF HIGH YIELD V 0.2%
Value ($000) $347 Shares 8,403 Est. Cost $39.49 Unrealized
NEW YORK CMNTY BANCORP 0.2%
Value ($000) $346 Shares 21,500 Est. Cost $13.99 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $342 Shares 2,879 Est. Cost $71.53 Unrealized -1.6%
EL PASO PIPELINE PTNR LP 0.1%
Value ($000) $332 Shares 10,920 Est. Cost $40.50 Unrealized
IJS ISHARE SPSC600BARVAL 0.1%
Value ($000) $327 Shares 2,885 Est. Cost $93.59 Unrealized
IVV ISHARES CORE S&P ETF S&P 500 I 0.1%
Value ($000) $318 Shares 1,688 Est. Cost $186.27 Unrealized
PFF ISHARES S&P U S PFD FUND S&P U 0.1%
Value ($000) $316 Shares 8,100 Est. Cost $39.26 Unrealized
CENTURYLINK INC 0.1%
Value ($000) $314 Shares 9,568 Est. Cost $35.17 Unrealized
AWK AMERICAN WATER WORKS CO 0.1%
Value ($000) $313 Shares 6,900 Est. Cost $31.86 Unrealized +6.9%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $313 Shares 6,406 Est. Cost $33.45 Unrealized +16.7%
LASALLE HTL 7.25% G PFD PERPET 0.1%
Value ($000) $310 Shares 12,348 Est. Cost $24.77 Unrealized
DON WISDOMTREE MIDCAP 0.1%
Value ($000) $307 Shares 3,985 Est. Cost $65.67 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $304 Shares 13,566 Est. Cost $15.23 Unrealized +0.4%
KINDER MORGAN MGMT LLC 0.1%
Value ($000) $303 Shares 4,225 Est. Cost $81.73 Unrealized
T A T & T INC NEW 0.1%
Value ($000) $303 Shares 8,633 Est. Cost $11.34 Unrealized -4.3%
CANADIAN PAC RAILWAY F 0.1%
Value ($000) $293 Shares 1,950 Est. Cost $121.86 Unrealized
Morgan Stanley Capital Tr VII 0.1%
Value ($000) $292 Shares 11,640 Est. Cost $24.85 Unrealized
DVN DEVON ENERGY CP NEW 0.1%
Value ($000) $289 Shares 4,325 Est. Cost $37.01 Unrealized +12.7%
SL GREEN RLTY 6.5% PFD SERIES 0.1%
Value ($000) $284 Shares 12,120 Est. Cost $24.66 Unrealized
ATWOOD OCEANICS INC 0.1%
Value ($000) $283 Shares 5,623 Est. Cost $53.27 Unrealized
SPECTRA ENERGY CORP 0.1%
Value ($000) $282 Shares 7,629 Est. Cost $36.96 Unrealized
PAA PLAINS ALL AMERN PPLN LP UNIT 0.1%
Value ($000) $281 Shares 5,100 Est. Cost $55.76 Unrealized
GNC Hodings Inc 0.1%
Value ($000) $277 Shares 6,300 Est. Cost $43.97 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $274 Shares 3,900 Est. Cost $40.10 Unrealized +13.2%
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $272 Shares 10,490 Est. Cost $23.24 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $268 Shares 499 Est. Cost $16.58 Unrealized 0.0%
PG PROCTER & GAMBLE 0.1%
Value ($000) $267 Shares 3,315 Est. Cost $55.13 Unrealized +2.5%
Ashford Hospitality Trust Inc 0.1%
Value ($000) $258 Shares 10,160 Est. Cost $25.59 Unrealized
DIGITAL RLTY TR 6.625% SERIES 0.1%
Value ($000) $255 Shares 11,130 Est. Cost $24.94 Unrealized
Rowan Companies PLC 0.1%
Value ($000) $255 Shares 7,570 Est. Cost $33.69 Unrealized
USB U S BANCORP DEL NEW 0.1%
Value ($000) $254 Shares 5,934 Est. Cost $25.40 Unrealized +7.7%
BANK OF AMER SER I PFD DEP SH 0.1%
Value ($000) $253 Shares 9,900 Est. Cost $26.20 Unrealized
AEGON 7.25 PERP AEGON NV 7.25% PFD F CAP SECS 0.1%
Value ($000) $247 Shares 9,540 Est. Cost $25.10 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $246 Shares 2,509 Est. Cost $70.27 Unrealized 0.0%
CHE CHEMED CORPORATION NEW 0.1%
Value ($000) $242 Shares 2,700 Est. Cost $68.75 Unrealized +12.3%
ALPS TRUST ETF ALERIAN MLP 0.1%
Value ($000) $237 Shares 13,440 Est. Cost $17.86 Unrealized
BARCLAYS BANK 7.75%ADR F SPONS 0.1%
Value ($000) $236 Shares 9,100 Est. Cost $25.23 Unrealized
JARDEN CORP 0.1%
Value ($000) $232 Shares 3,882 Est. Cost $43.80 Unrealized
A G L RESOURCES INC 0.1%
Value ($000) $232 Shares 4,736 Est. Cost $43.39 Unrealized
EFA ISHARES TR MSCI EAFE FD MSCI E 0.1%
Value ($000) $227 Shares 3,379 Est. Cost $58.36 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $225 Shares 5,828 Est. Cost $27.81 Unrealized -4.5%
BK BANK OF NY MELLON CP NEW 0.1%
Value ($000) $224 Shares 6,360 Est. Cost $21.91 Unrealized +13.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $221 Shares 3,634 Est. Cost $36.85 Unrealized +14.2%
PUBLIC STORAGE 5.375%PFD DEP S 0.1%
Value ($000) $221 Shares 10,250 Est. Cost $23.59 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $220 Shares 2,235 Est. Cost $65.77 Unrealized +1.3%
HYG ISHARES TRUST IBOXX $ HIGH YIE 0.1%
Value ($000) $213 Shares 2,260 Est. Cost $90.91 Unrealized
METLIFE INC B 6.50% PFD NON-CU 0.1%
Value ($000) $213 Shares 8,450 Est. Cost $25.32 Unrealized
REDDY ICE HLDGS INC PFD 7% CON 0.1%
Value ($000) $210 Shares 42,073 Est. Cost Unrealized
MET METLIFE INC 0.1%
Value ($000) $203 Shares 3,839 Est. Cost $30.13 Unrealized +3.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $200 Shares 5,352 Est. Cost $17.15 Unrealized -0.1%
HEALTH CARE REIT 6.5% SERIES J 0.1%
Value ($000) $200 Shares 8,150 Est. Cost $24.54 Unrealized
FHN FIRST HORIZON NATL CORP 0.1%
Value ($000) $180 Shares 14,558 Est. Cost $7.55 Unrealized +9.6%
PENN WEST PETE LTD NEW F 0.1%
Value ($000) $166 Shares 19,800 Est. Cost $10.57 Unrealized
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $161 Shares 14,524 Est. Cost $6.28 Unrealized +12.6%
CAMPUS CREST COMMUNITIES 0.1%
Value ($000) $135 Shares 15,590 Est. Cost $11.53 Unrealized
EAGLE ROCK ENGY PARTNERS 0.1%
Value ($000) $117 Shares 22,200 Est. Cost $7.88 Unrealized
ADVANCED CELL TECHNOLOGY 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized