Community Financial Services Group, LLC Diversified Active

Location: Newport, VT

CIK: 0001537319 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 16, 2014

Total Value: $202M (100.0% shares, 0.0% debt)

Holdings (235)

SEAGATE TECHNOLOGY PLC 3.5%
Value $6.985M Shares 121,958 Est. Cost $57.27 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 3.3%
Value $6.628M Shares 24,220 Est. Cost $175.96 Unrealized
MSFT MICROSOFT CORP 3.1%
Value $6.282M Shares 135,505 Est. Cost $26.88 Unrealized +40.1%
XEROX CORP 3.1%
Value $6.245M Shares 472,056 Est. Cost $9.07 Unrealized
IUSG ISHARES RUSSELL 3000 GROWTH 3.1%
Value $6.24M Shares 83,522 Est. Cost $60.11 Unrealized
BA BOEING CO 3.0%
Value $6.041M Shares 47,421 Est. Cost $81.37 Unrealized +34.3%
VOT VANGUARD MID-CAP GROWTH ETF 3.0%
Value $6.013M Shares 62,447 Est. Cost $78.73 Unrealized
GENERAL ELECTRIC CO 2.9%
Value $5.95M Shares 232,242 Est. Cost $23.31 Unrealized
SCHW SCHWAB CHARLES CORP NEW 2.9%
Value $5.923M Shares 201,536 Est. Cost $16.22 Unrealized +52.3%
CSCO CISCO SYSTEMS INC 2.9%
Value $5.794M Shares 230,201 Est. Cost $15.32 Unrealized +15.5%
ROYAL DUTCH SHELL PLC 2.8%
Value $5.639M Shares 74,070 Est. Cost $65.69 Unrealized
PFE PFIZER INC 2.8%
Value $5.598M Shares 189,295 Est. Cost $16.52 Unrealized +5.6%
VTR VENTAS INC 2.6%
Value $5.174M Shares 83,523 Est. Cost $46.30 Unrealized -4.5%
WY WEYERHAEUSER CO 2.5%
Value $5.078M Shares 159,356 Est. Cost $18.75 Unrealized +12.3%
GLW CORNING INC 2.5%
Value $4.971M Shares 257,066 Est. Cost $10.65 Unrealized +45.2%
VZ VERIZON COMMUNICATIONS INC 2.4%
Value $4.882M Shares 97,670 Est. Cost $27.03 Unrealized +2.8%
RDY DR REDDYS LABORATORIES LTD 2.2%
Value $4.464M Shares 84,941 Est. Cost $38.22 Unrealized
EMR EMERSON ELECTRIC CO 2.2%
Value $4.442M Shares 70,976 Est. Cost $40.66 Unrealized +17.5%
CBU COMMUNITY BANK SYSTEM INC 2.1%
Value $4.288M Shares 127,652 Est. Cost $19.95 Unrealized +24.5%
TEX TEREX CORP NEW 2.1%
Value $4.198M Shares 132,136 Est. Cost $31.35 Unrealized +16.6%
GLAXOSMITHKLINE PLC 2.1%
Value $4.178M Shares 90,889 Est. Cost $49.98 Unrealized
VLO VALERO ENERGY CORP NEW 2.0%
Value $4.097M Shares 88,559 Est. Cost $24.30 Unrealized +34.3%
VERIFONE HOLDINGS INC 1.9%
Value $3.833M Shares 111,474 Est. Cost $18.65 Unrealized
POTASH CORP OF SASK INC 1.9%
Value $3.819M Shares 110,498 Est. Cost $36.29 Unrealized
COST COSTCO WHOLESALE CORP NEW 1.9%
Value $3.752M Shares 29,938 Est. Cost $87.21 Unrealized +11.4%
STAPLES INC 1.8%
Value $3.651M Shares 301,710 Est. Cost $15.27 Unrealized
TSM TAIWAN SEMICONDUCTOR 1.8%
Value $3.618M Shares 179,261 Est. Cost $18.42 Unrealized
DUK DUKE ENERGY CORP 1.8%
Value $3.614M Shares 48,331 Est. Cost $41.86 Unrealized +9.0%
SLB SCHLUMBERGER LTD 1.8%
Value $3.586M Shares 35,269 Est. Cost $53.65 Unrealized +48.2%
KO COCA COLA CO 1.8%
Value $3.567M Shares 83,613 Est. Cost $27.84 Unrealized +3.7%
MONSANTO CO 1.7%
Value $3.382M Shares 30,061 Est. Cost $99.81 Unrealized
DVN DEVON ENERGY CORP NEW 1.7%
Value $3.368M Shares 49,393 Est. Cost $37.39 Unrealized +34.5%
ASTE ASTEC INDUSTRIES INC 1.6%
Value $3.138M Shares 86,041 Est. Cost $30.00 Unrealized +19.9%
EWBC EAST WEST BANCORP INC 1.5%
Value $3.113M Shares 91,576 Est. Cost $19.49 Unrealized +37.4%
AVON PRODUCTS INC 1.3%
Value $2.665M Shares 211,520 Est. Cost $13.95 Unrealized
INTC INTEL CORP 1.2%
Value $2.355M Shares 67,633 Est. Cost $17.34 Unrealized +48.4%
JNJ JOHNSON & JOHNSON 1.2%
Value $2.332M Shares 21,877 Est. Cost $59.66 Unrealized +26.7%
HRL GEO. A. HORMEL & CO. 1.0%
Value $2.117M Shares 41,190 Est. Cost $15.25 Unrealized +22.7%
XOM EXXON MOBIL CORP 1.0%
Value $1.96M Shares 20,837 Est. Cost $53.77 Unrealized +14.4%
TOTAL S A 0.8%
Value $1.714M Shares 26,591 Est. Cost $49.21 Unrealized
LNT ALLIANT ENERGY CORP 0.8%
Value $1.688M Shares 30,457 Est. Cost $20.07 Unrealized 0.0%
CINF CINCINNATI FINANCIAL CORP 0.8%
Value $1.558M Shares 33,124 Est. Cost $33.09 Unrealized +4.3%
THOMSON REUTERS CORP 0.7%
Value $1.499M Shares 41,169 Est. Cost $32.92 Unrealized
KRAFT FOODS GROUP INC 0.7%
Value $1.456M Shares 25,804 Est. Cost $55.68 Unrealized
NVRI HARSCO CORP 0.7%
Value $1.408M Shares 65,770 Est. Cost $23.03 Unrealized +7.5%
DGS WISDOMTREE EMERGING MKTS 0.6%
Value $1.27M Shares 27,470 Est. Cost $47.88 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.6%
Value $1.129M Shares 10,723 Est. Cost $105.03 Unrealized
HYS PIMCO 0-5 YEAR HIGH YLD CORP BD 0.5%
Value $1.108M Shares 10,690 Est. Cost $104.44 Unrealized
GUESS? INC 0.5%
Value $1.07M Shares 48,664 Est. Cost $30.12 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value $733K Shares 8,753 Est. Cost $55.21 Unrealized +8.2%
T AT&T INC 0.3%
Value $660K Shares 18,732 Est. Cost $11.35 Unrealized +4.8%
CVX CHEVRON CORP NEW 0.3%
Value $583K Shares 4,884 Est. Cost $71.79 Unrealized +9.4%
COP CONOCOPHILLIPS 0.3%
Value $531K Shares 6,939 Est. Cost $41.65 Unrealized +36.1%
DEVRY EDUCATION GROUP, INC 0.2%
Value $426K Shares 9,943 Est. Cost $31.01 Unrealized
MCK MCKESSON CORP 0.2%
Value $420K Shares 2,156 Est. Cost $101.90 Unrealized +73.5%
KEURIG GREEN MTN INC 0.2%
Value $412K Shares 3,167 Est. Cost $105.51 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $396K Shares 2,087 Est. Cost $117.73 Unrealized -2.9%
PRAXAIR INC 0.2%
Value $349K Shares 2,704 Est. Cost $115.01 Unrealized
EFA ISHARES MSCI EAFE (MKT) 0.2%
Value $324K Shares 5,052 Est. Cost $57.22 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.2%
Value $310K Shares 3,220 Est. Cost $62.47 Unrealized +8.9%
BAX BAXTER INTERNATIONAL INC 0.1%
Value $294K Shares 4,100 Est. Cost $30.34 Unrealized +10.2%
TRV THE TRAVELERS COMPANIES INC 0.1%
Value $292K Shares 3,106 Est. Cost $63.87 Unrealized +13.5%
ORCL ORACLE CORP 0.1%
Value $289K Shares 7,554 Est. Cost $27.58 Unrealized +24.0%
DU PONT E I DE NEMOURS & CO 0.1%
Value $279K Shares 3,885 Est. Cost $67.06 Unrealized
PEP PEPSICO INC 0.1%
Value $276K Shares 2,968 Est. Cost $56.01 Unrealized +15.8%
MCD MCDONALDS CORP 0.1%
Value $253K Shares 2,662 Est. Cost $71.80 Unrealized -0.8%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value $253K Shares 2,540 Est. Cost $83.46 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value $239K Shares 2,263 Est. Cost $116.67 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $233K Shares 4,560 Est. Cost $35.93 Unrealized -4.8%
PSX PHILLIPS 66 0.1%
Value $227K Shares 2,800 Est. Cost $49.82 Unrealized +10.6%
POWERSHARES BUILD AMERICA BOND 0.1%
Value $225K Shares 7,600 Est. Cost $28.68 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDRR 0.1%
Value $209K Shares 3,271 Est. Cost $58.54 Unrealized
PFF ISHARES US PREFERRED STOCK (MKT) 0.1%
Value $192K Shares 4,868 Est. Cost $39.44 Unrealized
DTE DTE ENERGY CO 0.1%
Value $190K Shares 2,500 Est. Cost $39.45 Unrealized +11.9%
MDLZ MONDELEZ INTL INC 0.1%
Value $176K Shares 5,140 Est. Cost $26.45 Unrealized +7.1%
VUG VANGUARD GROWTH ETF (MKT) 0.1%
Value $166K Shares 1,668 Est. Cost $92.93 Unrealized
SPY SPDR S&P 500 (MKT) 0.1%
Value $158K Shares 800 Est. Cost $187.50 Unrealized
ISHARES MSCI TAIWAN (MKT) 0.1%
Value $154K Shares 10,053 Est. Cost $13.31 Unrealized
DUFF & PHELPS GLB UTL INC 0.1%
Value $148K Shares 6,939 Est. Cost $19.74 Unrealized
TIDEWATER INC 0.1%
Value $146K Shares 3,756 Est. Cost $56.83 Unrealized
BP BP PLC 0.1%
Value $146K Shares 3,320 Est. Cost $48.19 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value $143K Shares 1,667 Est. Cost $56.79 Unrealized +5.4%
POWERSHARES QQQ (MKT) 0.1%
Value $141K Shares 1,429 Est. Cost $87.73 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value $136K Shares 1,220 Est. Cost $72.55 Unrealized +13.9%
AMGN AMGEN INC 0.1%
Value $135K Shares 962 Est. Cost $94.52 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value $135K Shares 975 Est. Cost $116.85 Unrealized +14.0%
ALL ALLSTATE CORP 0.1%
Value $123K Shares 2,000 Est. Cost $46.95 Unrealized 0.0%
AAPL APPLE INC 0.1%
Value $121K Shares 1,203 Est. Cost $17.77 Unrealized +21.7%
BIIB BIOGEN IDEC INC 0.1%
Value $119K Shares 360 Est. Cost $317.43 Unrealized +3.9%
ABBV ABBVIE INC 0.1%
Value $117K Shares 2,030 Est. Cost $31.49 Unrealized +11.7%
UNB UNION BANKSHARES INC 0.1%
Value $117K Shares 4,897 Est. Cost $23.38 Unrealized +6.2%
VECTREN CORP 0.1%
Value $110K Shares 2,764 Est. Cost $39.44 Unrealized
POWERSHARES FINANCIAL PREFERRED 0.1%
Value $108K Shares 6,000 Est. Cost $17.83 Unrealized
PLUM CREEK TIMBER CO INC 0.1%
Value $105K Shares 2,700 Est. Cost $42.22 Unrealized
WU WESTERN UNION CO 0.0%
Value $93,000 Shares 5,825 Est. Cost $16.96 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value $89,000 Shares 2,495 Est. Cost $37.15 Unrealized 0.0%
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value $87,000 Shares 1,200 Est. Cost $81.67 Unrealized
PUTNAM MASTER INTERMEDIATE 0.0%
Value $86,000 Shares 17,000 Est. Cost $5.18 Unrealized
NVO NOVO NORDISK A S 0.0%
Value $86,000 Shares 1,800 Est. Cost $45.56 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value $85,000 Shares 3,464 Est. Cost $15.62 Unrealized +6.1%
ABT ABBOTT LABORATORIES 0.0%
Value $84,000 Shares 2,030 Est. Cost $30.73 Unrealized +11.0%
PANERA BREAD CO 0.0%
Value $84,000 Shares 515 Est. Cost $162.37 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $80,000 Shares 1,332 Est. Cost $40.22 Unrealized +7.2%
CMCSA COMCAST CORP 0.0%
Value $77,000 Shares 1,435 Est. Cost $20.56 Unrealized +3.0%
PEOPLE'S UNITED FINANCIAL INC 0.0%
Value $71,000 Shares 4,878 Est. Cost $14.97 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value $69,000 Shares 1,320 Est. Cost $33.41 Unrealized +12.0%
F FORD MOTOR COMPANY 0.0%
Value $67,000 Shares 4,525 Est. Cost $8.37 Unrealized +12.1%
VYX NCR CORP NEW 0.0%
Value $64,000 Shares 1,901 Est. Cost $20.85 Unrealized -2.7%
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value $64,000 Shares 620 Est. Cost $59.46 Unrealized +2.4%
WHOLE FOODS MARKET INC 0.0%
Value $63,000 Shares 1,637 Est. Cost $42.08 Unrealized
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value $61,000 Shares 1,097 Est. Cost $49.47 Unrealized +2.3%
MEDTRONIC INC 0.0%
Value $60,000 Shares 970 Est. Cost $61.63 Unrealized
NATIONAL GRID PLC 0.0%
Value $60,000 Shares 834 Est. Cost $68.35 Unrealized
SYY SYSCO CORP 0.0%
Value $58,000 Shares 1,526 Est. Cost $26.11 Unrealized +5.6%
NI NISOURCE INC 0.0%
Value $58,000 Shares 1,408 Est. Cost $9.34 Unrealized +14.6%
SPIB SPDR BARCLAYS CAP INTERM TERM 0.0%
Value $57,000 Shares 1,680 Est. Cost $33.93 Unrealized
WEIGHT WATCHERS INTERNATIONAL 0.0%
Value $52,000 Shares 1,900 Est. Cost $20.07 Unrealized
CAT CATERPILLAR INC 0.0%
Value $52,000 Shares 529 Est. Cost $69.69 Unrealized +13.8%
COR AMERISOURCEBERGEN CORP 0.0%
Value $52,000 Shares 670 Est. Cost $55.50 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.0%
Value $52,000 Shares 3,040 Est. Cost $13.25 Unrealized -5.2%
SYK STRYKER CORP 0.0%
Value $48,000 Shares 600 Est. Cost $69.03 Unrealized +4.2%
RETAIL PPTYS AMER INC 0.0%
Value $48,000 Shares 3,296 Est. Cost $13.65 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value $48,000 Shares 1,445 Est. Cost $35.60 Unrealized
DE DEERE & CO 0.0%
Value $46,000 Shares 559 Est. Cost $70.94 Unrealized -2.2%
THG HANOVER INSURANCE GROUP INC 0.0%
Value $45,000 Shares 739 Est. Cost $42.06 Unrealized +7.4%
ITRI ITRON INC 0.0%
Value $45,000 Shares 1,145 Est. Cost $37.94 Unrealized +5.6%
ULTRA PETROLEUM CORP 0.0%
Value $45,000 Shares 1,925 Est. Cost $29.50 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 0.0%
Value $43,000 Shares 171 Est. Cost $251.46 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value $43,000 Shares 1,160 Est. Cost $35.05 Unrealized +4.9%
OKE ONEOK INC NEW 0.0%
Value $43,000 Shares 662 Est. Cost $28.65 Unrealized +16.6%
PSA PUBLIC STORAGE 0.0%
Value $41,000 Shares 250 Est. Cost $102.35 Unrealized +7.9%
CIGNA CORP 0.0%
Value $41,000 Shares 454 Est. Cost $90.31 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $41,000 Shares 898 Est. Cost $49.05 Unrealized -8.1%
SBUX STARBUCKS CORP 0.0%
Value $40,000 Shares 535 Est. Cost $28.87 Unrealized +6.8%
SIERRA WIRELESS INC 0.0%
Value $40,000 Shares 1,500 Est. Cost $22.00 Unrealized
WISCONSIN ENERGY CORP 0.0%
Value $39,000 Shares 900 Est. Cost $46.67 Unrealized
NEUBERGER BERMAN 0.0%
Value $39,000 Shares 2,600 Est. Cost $14.62 Unrealized
WESTERN ASSET 0.0%
Value $38,000 Shares 3,950 Est. Cost $9.62 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value $37,000 Shares 1,000 Est. Cost $22.69 Unrealized +9.1%
DIS DISNEY WALT CO 0.0%
Value $36,000 Shares 400 Est. Cost $69.69 Unrealized +13.8%
VLY VALLEY NATIONAL 0.0%
Value $35,000 Shares 3,645 Est. Cost $10.02 Unrealized -1.7%
FXI ISHARES CHINA LARGE-CAP (MKT) 0.0%
Value $34,000 Shares 900 Est. Cost $35.56 Unrealized
NFG NATIONAL FUEL GAS CO NJ 0.0%
Value $34,000 Shares 480 Est. Cost $73.18 Unrealized +0.1%
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value $34,000 Shares 1,300 Est. Cost $26.15 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.0%
Value $33,000 Shares 801 Est. Cost $40.95 Unrealized
MFC NUVEEN SELECTTAX FREE INC FD 0.0%
Value $33,000 Shares 2,400 Est. Cost $13.75 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value $33,000 Shares 420 Est. Cost $52.57 Unrealized +0.1%
EXC EXELON CORP 0.0%
Value $32,000 Shares 930 Est. Cost $13.80 Unrealized +13.3%
TOL TOLL BROTHERS INC 0.0%
Value $31,000 Shares 1,000 Est. Cost $36.82 Unrealized -7.0%
TM TOYOTA MOTOR CORP 0.0%
Value $31,000 Shares 266 Est. Cost $112.78 Unrealized
MERCHANTS BANCSHARES INC 0.0%
Value $29,000 Shares 1,012 Est. Cost $32.61 Unrealized
M MACY'S INC 0.0%
Value $29,000 Shares 496 Est. Cost $55.60 Unrealized +6.6%
TELFY TELEFONICA S A 0.0%
Value $29,000 Shares 1,862 Est. Cost $15.57 Unrealized
MMM 3M CO 0.0%
Value $28,000 Shares 200 Est. Cost $76.26 Unrealized +9.5%
EMC CORP 0.0%
Value $28,000 Shares 942 Est. Cost $23.62 Unrealized
HD HOME DEPOT INC 0.0%
Value $28,000 Shares 300 Est. Cost $60.23 Unrealized +9.1%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value $27,000 Shares 640 Est. Cost $40.63 Unrealized
WMT WAL-MART STORES INC 0.0%
Value $26,000 Shares 336 Est. Cost $19.90 Unrealized +2.0%
CL COLGATE PALMOLIVE CO 0.0%
Value $26,000 Shares 397 Est. Cost $51.23 Unrealized -1.1%
HUM HUMANA INC 0.0%
Value $25,000 Shares 189 Est. Cost $94.71 Unrealized +22.6%
XEL XCEL ENERGY INC 0.0%
Value $24,000 Shares 778 Est. Cost $19.89 Unrealized +9.4%
BABSON CAP GLB SHT DURHGH YLD 0.0%
Value $23,000 Shares 1,000 Est. Cost $24.00 Unrealized
SWISS HELVETIA FUND 0.0%
Value $22,000 Shares 1,640 Est. Cost $14.63 Unrealized
FDX FEDEX CORP 0.0%
Value $21,000 Shares 132 Est. Cost $115.12 Unrealized +12.1%
RITE AID CORP 0.0%
Value $21,000 Shares 4,350 Est. Cost $4.83 Unrealized
WELLPOINT INC 0.0%
Value $21,000 Shares 175 Est. Cost $97.14 Unrealized
KRISPY KREME DOUGHNUTS INC 0.0%
Value $21,000 Shares 1,220 Est. Cost $15.57 Unrealized
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value $21,000 Shares 289 Est. Cost $76.12 Unrealized
INGERSOLL RAND PLC 0.0%
Value $20,000 Shares 350 Est. Cost $57.14 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.0%
Value $20,000 Shares 435 Est. Cost $43.68 Unrealized
QCLN FIRST TRUST NASDAQ CLN EDG GREEN 0.0%
Value $20,000 Shares 1,056 Est. Cost $19.89 Unrealized
TDC TERADATA CORP 0.0%
Value $20,000 Shares 466 Est. Cost $45.08 Unrealized -4.6%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value $19,000 Shares 200 Est. Cost $64.71 Unrealized +3.7%
SOURCE CAPITAL INC 0.0%
Value $19,000 Shares 300 Est. Cost $70.00 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.0%
Value $18,000 Shares 220 Est. Cost $79.01 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value $18,000 Shares 385 Est. Cost $31.94 Unrealized +10.0%
FXH FIRST TRUST HEALTH CARE ALPHADEX 0.0%
Value $17,000 Shares 301 Est. Cost $49.83 Unrealized
HGGG HHGREGG INC 0.0%
Value $17,000 Shares 2,650 Est. Cost $9.99 Unrealized -23.8%
INTEGRYS ENERGY GROUP INC 0.0%
Value $17,000 Shares 260 Est. Cost $61.54 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value $17,000 Shares 200 Est. Cost $52.44 Unrealized +7.3%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value $16,000 Shares 230 Est. Cost $44.56 Unrealized +26.7%
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value $16,000 Shares 305 Est. Cost $52.46 Unrealized
D DOMINION RESOURCES INC VA NEW 0.0%
Value $15,000 Shares 210 Est. Cost $41.45 Unrealized +2.8%
UPS UNITED PARCEL SERVICE 0.0%
Value $15,000 Shares 150 Est. Cost $64.17 Unrealized +3.4%
GAS NATURAL INC. 0.0%
Value $14,000 Shares 1,175 Est. Cost $10.21 Unrealized
NUVEEN MUNICIPAL VALUE FUND INC 0.0%
Value $13,000 Shares 1,398 Est. Cost $9.30 Unrealized
PACWEST BANCORP DEL 0.0%
Value $12,000 Shares 283 Est. Cost $42.40 Unrealized
STERICYCLE INC 0.0%
Value $12,000 Shares 100 Est. Cost $110.00 Unrealized
MRK MERCK & CO INC 0.0%
Value $12,000 Shares 200 Est. Cost $35.76 Unrealized +10.1%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value $11,000 Shares 100 Est. Cost $120.00 Unrealized
EFX EQUIFAX INC 0.0%
Value $11,000 Shares 145 Est. Cost $62.60 Unrealized +8.9%
ED CONSOLIDATED EDISON INC 0.0%
Value $11,000 Shares 200 Est. Cost $34.98 Unrealized +7.1%
NUVEEN INSURED MUNICIPAL 0.0%
Value $10,000 Shares 700 Est. Cost $14.29 Unrealized
DOV DOVER CORP 0.0%
Value $10,000 Shares 125 Est. Cost $56.79 Unrealized +1.1%
BDX BECTON DICKINSON & CO 0.0%
Value $10,000 Shares 85 Est. Cost $91.42 Unrealized +4.7%
AEE AMEREN CORP 0.0%
Value $10,000 Shares 257 Est. Cost $27.50 Unrealized 0.0%
SPECTRA ENERGY CORP 0.0%
Value $10,000 Shares 250 Est. Cost $36.00 Unrealized
LECO LINCOLN ELECTRIC HOLDINGS INC 0.0%
Value $10,000 Shares 140 Est. Cost $71.70 Unrealized -2.9%
MARKET VECTORS GLB ALTERNATVE 0.0%
Value $10,000 Shares 176 Est. Cost $62.50 Unrealized
BCE BCE INC 0.0%
Value $9,000 Shares 205 Est. Cost $21.50 Unrealized +7.6%
ANADARKO PETROLEUM CORP 0.0%
Value $8,000 Shares 76 Est. Cost $105.26 Unrealized
CCL CARNIVAL CORP 0.0%
Value $8,000 Shares 200 Est. Cost $33.09 Unrealized -3.3%
FLEX FLEXTRONICS INTERNATIONAL LTD 0.0%
Value $8,000 Shares 765 Est. Cost $8.17 Unrealized 0.0%
MEXICO FUND INC 0.0%
Value $8,000 Shares 276 Est. Cost $25.36 Unrealized
ZD J2 GLOBAL INC 0.0%
Value $8,000 Shares 160 Est. Cost $41.75 Unrealized +6.3%
UDR UDR INC 0.0%
Value $8,000 Shares 280 Est. Cost $16.46 Unrealized +17.8%
MET METLIFE INC 0.0%
Value $7,000 Shares 133 Est. Cost $31.07 Unrealized +7.1%
GM GENERAL MTRS CO 0.0%
Value $6,000 Shares 200 Est. Cost $27.43 Unrealized -3.4%
PH PARKER HANNIFIN CORP 0.0%
Value $6,000 Shares 50 Est. Cost $97.48 Unrealized 0.0%
OGS ONE GAS INC 0.0%
Value $6,000 Shares 165 Est. Cost $34.23 Unrealized +6.9%
EL LAUDER ESTEE COS INC 0.0%
Value $6,000 Shares 84 Est. Cost $59.78 Unrealized +8.9%
ALLE ALLEGION PUB LTD 0.0%
Value $6,000 Shares 116 Est. Cost $44.33 Unrealized +4.6%
LINKEDIN CORP COM 0.0%
Value $6,000 Shares 30 Est. Cost $200.00 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value $5,000 Shares 100 Est. Cost $41.22 Unrealized +11.3%
NUVEEN CA SELECT TAX FREE PRTF 0.0%
Value $5,000 Shares 336 Est. Cost $14.88 Unrealized
GENESEE & WYOMING INC 0.0%
Value $5,000 Shares 50 Est. Cost $100.00 Unrealized
EVERBANK FINL CORP 0.0%
Value $4,000 Shares 200 Est. Cost $20.00 Unrealized
NUVEEN 0.0%
Value $4,000 Shares 350 Est. Cost $11.43 Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value $4,000 Shares 100 Est. Cost $36.24 Unrealized +5.5%
AMT AMERICAN TOWER CORP 0.0%
Value $4,000 Shares 45 Est. Cost $72.53 Unrealized 0.0%
INDIA FUND INC 0.0%
Value $4,000 Shares 131 Est. Cost $22.89 Unrealized
MARKET VECTORS GOLD MINERS ETF 0.0%
Value $4,000 Shares 175 Est. Cost $22.86 Unrealized
SJM SMUCKER J M CO 0.0%
Value $3,000 Shares 30 Est. Cost $68.74 Unrealized +6.8%
NUVEEN 0.0%
Value $3,000 Shares 250 Est. Cost $12.00 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value $2,000 Shares 10 Est. Cost $16.50 Unrealized 0.0%
BB BLACKBERRY LTD 0.0%
Value $2,000 Shares 200 Est. Cost $9.38 Unrealized +9.0%
WM WASTE MANAGEMENT INC 0.0%
Value $2,000 Shares 47 Est. Cost $32.76 Unrealized +11.2%
LIONBRIDGE TECHNOLOGIES INC 0.0%
Value $1,000 Shares 300 Est. Cost $6.67 Unrealized
WESTPORT INNOVATIONS INC 0.0%
Value $1,000 Shares 100 Est. Cost $10.00 Unrealized
AMRC AMERSCO INC CL A 0.0%
Value $1,000 Shares 180 Est. Cost $7.55 Unrealized 0.0%
CHICOS FAS INC 0.0%
Value $1,000 Shares 100 Est. Cost $20.00 Unrealized
AMERICAN INTERNATIONAL GROUP 0.0%
Value $0 Shares 2 Est. Cost Unrealized
CENTURYLINK INC 0.0%
Value $0 Shares 23 Est. Cost Unrealized
KGC KINROSS GOLD CORP 0.0%
Value $0 Shares 166 Est. Cost $4.79 Unrealized -18.1%
SANOFI 0.0%
Value $0 Shares 100 Est. Cost Unrealized