Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 15, 2013

Total Value ($000): $179,343 (100.0% shares, 0.0% debt)

Holdings (232)

IGSB ISHARES 4.5%
Value ($000) $8,056 Shares 76,526 Est. Cost $105.03 Unrealized
BA BOEING CO 3.1%
Value ($000) $5,521 Shares 46,981 Est. Cost $80.37 Unrealized +13.9%
SEAGATE TECHNOLOGY PLC 3.0%
Value ($000) $5,443 Shares 124,384 Est. Cost $44.79 Unrealized
VOT VANGUARD 3.0%
Value ($000) $5,346 Shares 62,742 Est. Cost $78.33 Unrealized
GENERAL ELECTRIC CO 2.9%
Value ($000) $5,276 Shares 220,872 Est. Cost $23.21 Unrealized
IUSG ISHARES 2.9%
Value ($000) $5,250 Shares 81,768 Est. Cost $59.68 Unrealized
PFE PFIZER INC 2.9%
Value ($000) $5,163 Shares 179,729 Est. Cost $16.46 Unrealized -0.6%
IBB ISHARES 2.8%
Value ($000) $5,082 Shares 24,248 Est. Cost $174.58 Unrealized
CSCO CISCO SYSTEMS INC 2.7%
Value ($000) $4,889 Shares 208,679 Est. Cost $15.26 Unrealized +11.0%
XEROX CORP 2.7%
Value ($000) $4,809 Shares 467,368 Est. Cost $9.07 Unrealized
GLAXOSMITHKLINE PLC 2.4%
Value ($000) $4,350 Shares 86,703 Est. Cost $49.97 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $4,344 Shares 130,517 Est. Cost $26.71 Unrealized +1.1%
VZ VERIZON COMMUNICATIONS INC 2.4%
Value ($000) $4,325 Shares 92,674 Est. Cost $27.02 Unrealized -3.3%
WY WEYERHAEUSER CO 2.4%
Value ($000) $4,239 Shares 148,059 Est. Cost $18.69 Unrealized -5.6%
EMR EMERSON ELECTRIC CO 2.4%
Value ($000) $4,239 Shares 65,501 Est. Cost $40.02 Unrealized +9.5%
TEX TEREX CORP NEW 2.3%
Value ($000) $4,195 Shares 124,849 Est. Cost $30.86 Unrealized -1.8%
SCHW SCHWAB CHARLES CORP NEW 2.3%
Value ($000) $4,193 Shares 198,345 Est. Cost $15.99 Unrealized +17.5%
ROYAL DUTCH SHELL PLC 2.3%
Value ($000) $4,185 Shares 63,710 Est. Cost $64.03 Unrealized
CBU COMMUNITY BANK SYSTEM INC 2.3%
Value ($000) $4,152 Shares 121,680 Est. Cost $19.67 Unrealized +15.8%
DUK DUKE ENERGY CORP 2.2%
Value ($000) $4,005 Shares 59,967 Est. Cost $41.80 Unrealized -2.3%
STAPLES INC 2.1%
Value ($000) $3,801 Shares 259,495 Est. Cost $15.84 Unrealized
GLW CORNING INC 2.1%
Value ($000) $3,719 Shares 254,865 Est. Cost $10.49 Unrealized +2.4%
MCK MCKESSON CORP 2.0%
Value ($000) $3,514 Shares 27,383 Est. Cost $101.90 Unrealized +10.1%
VTR VENTAS INC 1.9%
Value ($000) $3,331 Shares 54,156 Est. Cost $48.83 Unrealized -12.2%
COST COSTCO WHOLESALE CORP NEW 1.8%
Value ($000) $3,181 Shares 27,625 Est. Cost $86.68 Unrealized +5.7%
SLB SCHLUMBERGER LTD 1.7%
Value ($000) $3,109 Shares 35,187 Est. Cost $53.01 Unrealized +11.3%
RDY DR REDDYS LABORATORIES LTD 1.7%
Value ($000) $3,095 Shares 81,885 Est. Cost $37.81 Unrealized
ASTE ASTEC INDUSTRIES INC 1.7%
Value ($000) $3,086 Shares 85,815 Est. Cost $29.87 Unrealized +4.5%
MONSANTO CO 1.7%
Value ($000) $3,052 Shares 29,245 Est. Cost $98.93 Unrealized
DEVRY INC DE 1.7%
Value ($000) $2,966 Shares 97,044 Est. Cost $31.01 Unrealized
TSM TAIWAN SEMICONDUCTOR 1.6%
Value ($000) $2,936 Shares 173,115 Est. Cost $18.33 Unrealized
VLO VALERO ENERGY CORP NEW 1.6%
Value ($000) $2,899 Shares 84,885 Est. Cost $23.97 Unrealized -6.5%
EWBC EAST WEST BANCORP INC 1.6%
Value ($000) $2,871 Shares 89,850 Est. Cost $19.28 Unrealized +18.8%
KO COCA COLA CO 1.6%
Value ($000) $2,790 Shares 73,668 Est. Cost $27.78 Unrealized -3.6%
DVN DEVON ENERGY CORP NEW 1.5%
Value ($000) $2,771 Shares 47,966 Est. Cost $37.09 Unrealized +2.7%
TIDEWATER INC 1.5%
Value ($000) $2,661 Shares 44,815 Est. Cost $57.01 Unrealized
VERIFONE HOLDINGS INC 1.3%
Value ($000) $2,395 Shares 104,792 Est. Cost $17.46 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,061 Shares 23,951 Est. Cost $53.77 Unrealized +0.7%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $1,986 Shares 22,912 Est. Cost $59.66 Unrealized +6.5%
HRL GEO. A. HORMEL & CO. 1.0%
Value ($000) $1,735 Shares 41,190 Est. Cost $15.25 Unrealized +3.9%
TOTAL S A 0.9%
Value ($000) $1,529 Shares 26,391 Est. Cost $48.69 Unrealized
NVRI HARSCO CORP 0.8%
Value ($000) $1,433 Shares 57,515 Est. Cost $22.81 Unrealized +9.2%
LNT ALLIANT ENERGY CORP 0.8%
Value ($000) $1,377 Shares 27,793 Est. Cost $16.90 Unrealized +1.5%
ISHARES 0.8%
Value ($000) $1,371 Shares 98,499 Est. Cost $13.30 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $1,364 Shares 59,495 Est. Cost $17.15 Unrealized -1.4%
CINF CINCINNATI FINANCIAL CORP 0.8%
Value ($000) $1,364 Shares 28,924 Est. Cost $32.92 Unrealized +1.0%
THOMSON REUTERS CORP 0.7%
Value ($000) $1,269 Shares 36,244 Est. Cost $32.58 Unrealized
GUESS? INC 0.6%
Value ($000) $1,162 Shares 38,921 Est. Cost $30.99 Unrealized
KRAFT FOODS GROUP INC 0.6%
Value ($000) $1,022 Shares 19,477 Est. Cost $55.75 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $708 Shares 9,363 Est. Cost $55.00 Unrealized +2.2%
HYS PIMCO 0.4%
Value ($000) $633 Shares 6,030 Est. Cost $102.72 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $575 Shares 4,737 Est. Cost $71.30 Unrealized +2.5%
T AT&T INC 0.3%
Value ($000) $566 Shares 16,737 Est. Cost $11.40 Unrealized -3.9%
IBM IBM CORP 0.2%
Value ($000) $410 Shares 2,211 Est. Cost $118.65 Unrealized -6.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $365 Shares 5,244 Est. Cost $39.96 Unrealized +11.3%
PEP PEPSICO INC 0.2%
Value ($000) $363 Shares 4,562 Est. Cost $56.00 Unrealized +1.4%
EFA ISHARES 0.2%
Value ($000) $350 Shares 5,492 Est. Cost $57.22 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $343 Shares 3,562 Est. Cost $71.80 Unrealized -1.7%
PRAXAIR INC 0.2%
Value ($000) $326 Shares 2,704 Est. Cost $115.01 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $302 Shares 9,100 Est. Cost $27.58 Unrealized -1.9%
GREEN MOUNTAIN COFFEE ROASTERS 0.2%
Value ($000) $284 Shares 3,767 Est. Cost $75.30 Unrealized
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $283 Shares 2,629 Est. Cost $92.91 Unrealized
VBR VANGUARD 0.1%
Value ($000) $229 Shares 2,540 Est. Cost $83.46 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $214 Shares 448 Est. Cost $13.38 Unrealized +6.7%
EMC CORP 0.1%
Value ($000) $213 Shares 8,313 Est. Cost $23.62 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.1%
Value ($000) $209 Shares 2,463 Est. Cost $63.44 Unrealized -1.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $184 Shares 3,551 Est. Cost $36.63 Unrealized +5.2%
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $156 Shares 650 Est. Cost $213.68 Unrealized +4.7%
VUG VANGUARD 0.1%
Value ($000) $141 Shares 1,668 Est. Cost $77.94 Unrealized
BP BP PLC 0.1%
Value ($000) $140 Shares 3,320 Est. Cost $42.10 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $138 Shares 2,100 Est. Cost $30.42 Unrealized +2.1%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $136 Shares 1,450 Est. Cost $57.83 Unrealized +2.4%
SPY SPDR 0.1%
Value ($000) $134 Shares 800 Est. Cost $160.00 Unrealized
POWERSHARES 0.1%
Value ($000) $129 Shares 1,630 Est. Cost $71.17 Unrealized
VYX NCR CORP NEW 0.1%
Value ($000) $128 Shares 3,238 Est. Cost $18.55 Unrealized +20.6%
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $126 Shares 2,700 Est. Cost $46.67 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $114 Shares 2,460 Est. Cost $28.67 Unrealized +1.9%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $111 Shares 975 Est. Cost $110.02 Unrealized +4.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $110 Shares 3,509 Est. Cost $23.16 Unrealized +2.4%
AMGN AMGEN INC 0.1%
Value ($000) $108 Shares 962 Est. Cost $73.34 Unrealized +5.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $107 Shares 1,318 Est. Cost $54.12 Unrealized +5.4%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $106 Shares 1,810 Est. Cost $52.39 Unrealized
NUVEEN QUALITY INCOME 0.1%
Value ($000) $105 Shares 8,300 Est. Cost $13.49 Unrealized
UNB UNION BANKSHARES INC 0.1%
Value ($000) $103 Shares 4,897 Est. Cost $21.22 Unrealized +0.5%
XLV SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $101 Shares 2,000 Est. Cost $47.83 Unrealized
POWERSHARES 0.1%
Value ($000) $98 Shares 3,600 Est. Cost $28.21 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $97 Shares 7,040 Est. Cost $10.03 Unrealized +12.0%
VECTREN CORP 0.1%
Value ($000) $92 Shares 2,764 Est. Cost $33.48 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $89 Shares 1,550 Est. Cost $40.44 Unrealized -7.3%
F FORD MOTOR COMPANY 0.0%
Value ($000) $76 Shares 4,525 Est. Cost $7.61 Unrealized +18.6%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $75 Shares 3,119 Est. Cost $15.27 Unrealized +1.1%
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $73 Shares 1,399 Est. Cost $39.46 Unrealized +8.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $71 Shares 920 Est. Cost $57.67 Unrealized -1.2%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $71 Shares 1,715 Est. Cost $28.72 Unrealized +5.1%
MEDTRONIC INC 0.0%
Value ($000) $67 Shares 1,260 Est. Cost $51.21 Unrealized
VWO VANGUARD 0.0%
Value ($000) $66 Shares 1,636 Est. Cost $38.51 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $63 Shares 980 Est. Cost $56.36 Unrealized +1.0%
VODAFONE GROUP PLC 0.0%
Value ($000) $62 Shares 1,751 Est. Cost $29.14 Unrealized
NVO NOVO NORDISK A S 0.0%
Value ($000) $61 Shares 360 Est. Cost $155.04 Unrealized
PERRIGO CO 0.0%
Value ($000) $59 Shares 475 Est. Cost $121.86 Unrealized
VCSH VANGUARD 0.0%
Value ($000) $59 Shares 740 Est. Cost $79.73 Unrealized
SPIB SPDR 0.0%
Value ($000) $57 Shares 1,680 Est. Cost $33.33 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $52 Shares 898 Est. Cost $37.61 Unrealized +14.6%
EEM ISHARES 0.0%
Value ($000) $50 Shares 1,215 Est. Cost $38.68 Unrealized
NATIONAL GRID PLC 0.0%
Value ($000) $49 Shares 834 Est. Cost $56.35 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $49 Shares 1,526 Est. Cost $24.40 Unrealized -1.7%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $48 Shares 667 Est. Cost $47.34 Unrealized +8.4%
DE DEERE & CO 0.0%
Value ($000) $48 Shares 594 Est. Cost $68.04 Unrealized -3.1%
HGGG HHGREGG INC 0.0%
Value ($000) $47 Shares 2,650 Est. Cost $14.58 Unrealized +18.2%
APOLLO GLOBAL MGMT LLC 0.0%
Value ($000) $47 Shares 1,670 Est. Cost $23.95 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $46 Shares 1,030 Est. Cost $26.55 Unrealized +2.3%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $45 Shares 845 Est. Cost $31.26 Unrealized -2.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $44 Shares 555 Est. Cost $14.15 Unrealized +4.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $44 Shares 529 Est. Cost $61.55 Unrealized +0.1%
NI NISOURCE INC 0.0%
Value ($000) $43 Shares 1,408 Est. Cost $8.06 Unrealized 0.0%
ANADARKO PETROLEUM CORP 0.0%
Value ($000) $43 Shares 465 Est. Cost $85.86 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $41 Shares 670 Est. Cost $38.92 Unrealized +8.2%
SYK STRYKER CORP 0.0%
Value ($000) $41 Shares 600 Est. Cost $56.92 Unrealized +4.4%
THG HANOVER INSURANCE GROUP INC 0.0%
Value ($000) $41 Shares 739 Est. Cost $34.64 Unrealized +9.0%
MDY SPDR 0.0%
Value ($000) $39 Shares 171 Est. Cost $210.53 Unrealized
VLY VALLEY NATIONAL 0.0%
Value ($000) $36 Shares 3,645 Est. Cost $9.34 Unrealized +8.2%
WISCONSIN ENERGY CORP 0.0%
Value ($000) $36 Shares 900 Est. Cost $41.11 Unrealized
WESTERN ASSET 0.0%
Value ($000) $36 Shares 3,950 Est. Cost $9.62 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $36 Shares 491 Est. Cost $19.98 Unrealized -1.0%
NEUBERGER BERMAN 0.0%
Value ($000) $36 Shares 2,600 Est. Cost $14.62 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $35 Shares 662 Est. Cost $19.74 Unrealized +6.3%
RETAIL PPTYS AMER INC 0.0%
Value ($000) $34 Shares 2,472 Est. Cost $14.16 Unrealized
INDIA FUND INC 0.0%
Value ($000) $34 Shares 1,775 Est. Cost $19.17 Unrealized
ITRI ITRON INC 0.0%
Value ($000) $34 Shares 790 Est. Cost $42.28 Unrealized -3.2%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $34 Shares 266 Est. Cost $120.23 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $34 Shares 1,030 Est. Cost $28.85 Unrealized -4.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $33 Shares 500 Est. Cost $38.29 Unrealized -0.6%
NFG NATIONAL FUEL GAS CO NJ 0.0%
Value ($000) $33 Shares 480 Est. Cost $60.82 Unrealized +6.9%
FXI ISHARES 0.0%
Value ($000) $33 Shares 900 Est. Cost $32.22 Unrealized
MFC NUVEEN SELECTTAX FREE INC FD 0.0%
Value ($000) $31 Shares 2,400 Est. Cost $13.33 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $31 Shares 1,130 Est. Cost $19.57 Unrealized -2.3%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $30 Shares 420 Est. Cost $47.69 Unrealized -0.3%
WHOLE FOODS MARKET INC 0.0%
Value ($000) $30 Shares 502 Est. Cost $50.30 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $29 Shares 1,862 Est. Cost $12.89 Unrealized
MERCHANTS BANCSHARES INC 0.0%
Value ($000) $29 Shares 1,012 Est. Cost $29.64 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $28 Shares 930 Est. Cost $15.41 Unrealized -8.9%
WEIGHT WATCHERS INTERNATIONAL 0.0%
Value ($000) $28 Shares 740 Est. Cost $43.50 Unrealized
PEOPLE'S UNITED FINANCIAL INC 0.0%
Value ($000) $27 Shares 1,878 Est. Cost $14.91 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $26 Shares 558 Est. Cost $15.62 Unrealized +5.9%
TDC TERADATA CORP 0.0%
Value ($000) $26 Shares 466 Est. Cost $53.87 Unrealized +9.0%
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $26 Shares 1,300 Est. Cost $20.77 Unrealized
MMM 3M CO 0.0%
Value ($000) $24 Shares 200 Est. Cost $61.26 Unrealized +7.7%
INGERSOLL RAND PLC 0.0%
Value ($000) $23 Shares 350 Est. Cost $54.29 Unrealized
SWISS HELVETIA FUND 0.0%
Value ($000) $23 Shares 1,640 Est. Cost $12.20 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $56.05 Unrealized +3.2%
M MACY'S INC 0.0%
Value ($000) $21 Shares 496 Est. Cost $46.71 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $20 Shares 290 Est. Cost $47.00 Unrealized +14.8%
SOURCE CAPITAL INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $63.33 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $19 Shares 400 Est. Cost $30.49 Unrealized +1.6%
GOOGLE INC 0.0%
Value ($000) $18 Shares 20 Est. Cost $900.00 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $18 Shares 189 Est. Cost $71.14 Unrealized +16.6%
TEVA TEVA PHARMACEUTICAL INDUSTRIES 0.0%
Value ($000) $18 Shares 465 Est. Cost $38.71 Unrealized
QCLN FIRST TRUST 0.0%
Value ($000) $17 Shares 1,056 Est. Cost $14.20 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $53.13 Unrealized +8.2%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $16 Shares 385 Est. Cost $25.31 Unrealized +9.5%
PANERA BREAD CO 0.0%
Value ($000) $16 Shares 103 Est. Cost $184.47 Unrealized
SMART TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 5,160 Est. Cost $1.36 Unrealized
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.00 Unrealized
DUFF & PHELPS GLB UTL INC 0.0%
Value ($000) $15 Shares 816 Est. Cost $18.38 Unrealized
INTEGRYS ENERGY GROUP INC 0.0%
Value ($000) $15 Shares 260 Est. Cost $57.69 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $15 Shares 132 Est. Cost $81.95 Unrealized +11.4%
BCE BCE INC 0.0%
Value ($000) $15 Shares 356 Est. Cost $22.29 Unrealized -7.2%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $45.09 Unrealized +7.2%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $14 Shares 150 Est. Cost $55.38 Unrealized +3.1%
CVS CVS CAREMARK CORPORATION 0.0%
Value ($000) $14 Shares 250 Est. Cost $41.44 Unrealized +3.2%
D DOMINION RESOURCES INC VA NEW 0.0%
Value ($000) $13 Shares 210 Est. Cost $34.53 Unrealized +2.3%
TKR TIMKEN CO 0.0%
Value ($000) $13 Shares 220 Est. Cost $42.84 Unrealized 0.0%
NUVEEN MUNICIPAL VALUE FUND INC 0.0%
Value ($000) $13 Shares 1,398 Est. Cost $9.30 Unrealized
FXH FIRST TRUST 0.0%
Value ($000) $13 Shares 301 Est. Cost $43.19 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $12 Shares 338 Est. Cost $20.18 Unrealized 0.0%
GAS NATURAL INC. 0.0%
Value ($000) $12 Shares 1,175 Est. Cost $10.21 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $12 Shares 115 Est. Cost $39.40 Unrealized +0.5%
STERICYCLE INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $110.00 Unrealized
AGCO AGCO CORP DE 0.0%
Value ($000) $12 Shares 205 Est. Cost $41.52 Unrealized +7.2%
IWM ISHARES 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $11 Shares 316 Est. Cost $32.11 Unrealized +8.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $37.50 Unrealized -3.0%
CSX CSX CORP 0.0%
Value ($000) $10 Shares 375 Est. Cost $6.66 Unrealized +3.0%
WELLPOINT INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $80.00 Unrealized
LABORATORY CORP AMERICA HOLDINGS 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.51 Unrealized
EXPRESS SCRIPTS HO SHS 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.00 Unrealized
MARKET VECTORS 0.0%
Value ($000) $9 Shares 176 Est. Cost $51.14 Unrealized
SPECTRA ENERGY CORP 0.0%
Value ($000) $9 Shares 250 Est. Cost $36.00 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $9 Shares 257 Est. Cost $23.26 Unrealized +0.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $9 Shares 85 Est. Cost $78.11 Unrealized +3.2%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $8 Shares 94 Est. Cost $40.27 Unrealized +5.5%
MEXICO FUND INC 0.0%
Value ($000) $8 Shares 276 Est. Cost $28.99 Unrealized
IDA IDACORP NC 0.0%
Value ($000) $8 Shares 175 Est. Cost $49.77 Unrealized 0.0%
LINKEDIN CORP COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $166.67 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $23.62 Unrealized +13.2%
UDR UDR INC 0.0%
Value ($000) $7 Shares 280 Est. Cost $15.84 Unrealized -0.9%
FLEX FLEXTRONICS INTERNATIONAL LTD 0.0%
Value ($000) $7 Shares 765 Est. Cost $5.43 Unrealized +21.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $7 Shares 200 Est. Cost $27.66 Unrealized +8.0%
BHP BHP BILLITON LTD 0.0%
Value ($000) $7 Shares 105 Est. Cost $57.69 Unrealized
SIRIUS XM RADIO INC 0.0%
Value ($000) $6 Shares 1,460 Est. Cost $3.42 Unrealized
IRELAND BANK 0.0%
Value ($000) $6 Shares 500 Est. Cost $8.00 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $6 Shares 84 Est. Cost $57.94 Unrealized 0.0%
MONSTER BEVERAGE CORP 0.0%
Value ($000) $6 Shares 106 Est. Cost $56.60 Unrealized
HEWLETT PACKARD CO 0.0%
Value ($000) $6 Shares 300 Est. Cost $23.33 Unrealized
NUVEEN CA SELECT TAX FREE PRTF 0.0%
Value ($000) $5 Shares 336 Est. Cost $14.88 Unrealized
GENESEE & WYOMING INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $80.00 Unrealized
HANCOCK JOHN INVESTORS TRUST 0.0%
Value ($000) $4 Shares 237 Est. Cost $16.88 Unrealized
MARKET VECTORS 0.0%
Value ($000) $4 Shares 175 Est. Cost $22.86 Unrealized
NUVEEN 0.0%
Value ($000) $4 Shares 350 Est. Cost $11.43 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $4 Shares 92 Est. Cost $26.74 Unrealized -5.3%
SJM SMUCKER J M CO 0.0%
Value ($000) $3 Shares 30 Est. Cost $70.84 Unrealized +6.9%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.91 Unrealized -0.8%
CHE CHEMED CORP NEW 0.0%
Value ($000) $3 Shares 45 Est. Cost $68.92 Unrealized -2.7%
EVERBANK FINL CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
NUVEEN 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.00 Unrealized
KINDER MORGAN INC 0.0%
Value ($000) $3 Shares 512 Est. Cost $5.86 Unrealized
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $3 Shares 45 Est. Cost $59.51 Unrealized -8.9%
WESTPORT INNOVATIONS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
AMRC AMERSCO INC CL A 0.0%
Value ($000) $2 Shares 180 Est. Cost $7.98 Unrealized +13.5%
WM WASTE MANAGEMENT INC DE 0.0%
Value ($000) $2 Shares 47 Est. Cost $30.75 Unrealized +4.1%
BB BLACKBERRY LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.71 Unrealized 0.0%
CHICOS FAS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $2 Shares 68 Est. Cost $26.37 Unrealized +1.4%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $2 Shares 494 Est. Cost $4.05 Unrealized
LIONBRIDGE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 300 Est. Cost Unrealized
MERITOR INC 0.0%
Value ($000) $1 Shares 163 Est. Cost $6.13 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $0 Shares 166 Est. Cost $5.82 Unrealized -9.1%
BLACKROCK 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BLACKROCK 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
SANOFI 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
ALCATEL-LUCENT 0.0%
Value ($000) $0 Shares 86 Est. Cost Unrealized
WPX ENREGY INC 0.0%
Value ($000) $0 Shares 43 Est. Cost Unrealized