Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 25, 2016

Total Value ($000): $211,683 (100.0% shares, 0.0% debt)

Holdings (59)

IUSG ISHARES 3.9%
Value ($000) $8,201 Shares 192,732 Est. Cost $52.99 Unrealized
VOT VANGUARD 3.7%
Value ($000) $7,773 Shares 73,056 Est. Cost $82.16 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $7,515 Shares 130,474 Est. Cost $27.18 Unrealized +85.0%
CSCO CISCO SYSTEMS INC 3.5%
Value ($000) $7,371 Shares 232,350 Est. Cost $15.47 Unrealized +49.1%
VTR VENTAS INC. 3.4%
Value ($000) $7,290 Shares 103,207 Est. Cost $44.92 Unrealized +7.6%
GENERAL ELECTRIC CO 3.3%
Value ($000) $6,881 Shares 232,321 Est. Cost $23.39 Unrealized
SCHW SCHWAB CHARLES CORP 3.2%
Value ($000) $6,819 Shares 215,978 Est. Cost $17.11 Unrealized +52.1%
BA BOEING CO 3.2%
Value ($000) $6,812 Shares 51,711 Est. Cost $84.37 Unrealized +43.2%
PFE PFIZER INC 3.2%
Value ($000) $6,741 Shares 199,009 Est. Cost $16.68 Unrealized +33.4%
PG PROCTER & GAMBLE CO 3.1%
Value ($000) $6,654 Shares 74,136 Est. Cost $57.67 Unrealized +17.1%
CBU COMMUNITY BANK SYSTEM INC 3.1%
Value ($000) $6,632 Shares 137,847 Est. Cost $20.62 Unrealized +67.3%
IBB ISHARES 3.0%
Value ($000) $6,451 Shares 22,286 Est. Cost $190.62 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 2.8%
Value ($000) $5,854 Shares 36,853 Est. Cost $94.04 Unrealized +8.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.7%
Value ($000) $5,812 Shares 189,981 Est. Cost $18.84 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.7%
Value ($000) $5,750 Shares 110,630 Est. Cost $27.82 Unrealized +18.3%
GLW CORNING INC 2.7%
Value ($000) $5,681 Shares 240,205 Est. Cost $10.83 Unrealized +60.3%
WY WEYERHAEUSER COMPANY 2.6%
Value ($000) $5,471 Shares 171,282 Est. Cost $18.91 Unrealized +16.0%
COST COSTCO WHOLESALE CORP 2.4%
Value ($000) $5,045 Shares 33,080 Est. Cost $91.43 Unrealized +49.8%
XEROX CORP 2.3%
Value ($000) $4,947 Shares 488,427 Est. Cost $9.24 Unrealized
ITC HOLDINGS CORP 2.3%
Value ($000) $4,920 Shares 105,835 Est. Cost $35.28 Unrealized
EMR EMERSON ELECTRIC CO 2.3%
Value ($000) $4,879 Shares 89,502 Est. Cost $41.70 Unrealized +1.4%
EWBC EAST WEST BANCORP INC 2.1%
Value ($000) $4,440 Shares 120,932 Est. Cost $22.05 Unrealized +28.6%
RDY DR REDDYS LABS LTD 2.1%
Value ($000) $4,436 Shares 95,548 Est. Cost $39.94 Unrealized
GLAXOSMITHKLINE PLC 2.1%
Value ($000) $4,427 Shares 102,654 Est. Cost $48.86 Unrealized
TUPPERWARE CORP 2.0%
Value ($000) $4,170 Shares 63,790 Est. Cost $58.53 Unrealized
ROYAL DUTCH SHELL PLC 1.9%
Value ($000) $4,119 Shares 82,274 Est. Cost $64.51 Unrealized
VLO VALERO ENERGY CORP 1.9%
Value ($000) $4,031 Shares 76,055 Est. Cost $26.12 Unrealized +40.7%
HMC HONDA MOTOR LTD AMERN 1.9%
Value ($000) $3,930 Shares 135,910 Est. Cost $31.71 Unrealized
TEX TEREX CORP 1.8%
Value ($000) $3,817 Shares 150,207 Est. Cost $30.44 Unrealized -23.4%
SPY SPDR S&P 500 1.8%
Value ($000) $3,792 Shares 17,528 Est. Cost $215.09 Unrealized
DUK DUKE ENERGY CORP 1.7%
Value ($000) $3,575 Shares 44,669 Est. Cost $43.55 Unrealized +29.5%
AAPL APPLE INC 1.6%
Value ($000) $3,342 Shares 29,558 Est. Cost $22.75 Unrealized +6.5%
HRL HORMEL FOODS CORP 1.5%
Value ($000) $3,072 Shares 80,980 Est. Cost $24.01 Unrealized +22.6%
SLB SCHLUMBERGER 1.4%
Value ($000) $2,975 Shares 37,834 Est. Cost $54.77 Unrealized +10.8%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,304 Shares 19,503 Est. Cost $60.38 Unrealized +55.0%
INTC INTEL CORP 1.1%
Value ($000) $2,240 Shares 59,331 Est. Cost $17.44 Unrealized +64.1%
DVN DEVON ENERGY CORP 1.1%
Value ($000) $2,238 Shares 50,755 Est. Cost $37.31 Unrealized -23.4%
CINF CINCINNATI FINANCIAL CORP 1.0%
Value ($000) $2,039 Shares 27,040 Est. Cost $33.14 Unrealized +77.5%
LNT ALLIANT ENERGY CORP 1.0%
Value ($000) $2,023 Shares 52,815 Est. Cost $23.60 Unrealized +24.0%
POTASH CORP SASK INC 0.9%
Value ($000) $1,912 Shares 117,155 Est. Cost $33.50 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,891 Shares 21,670 Est. Cost $54.63 Unrealized +7.2%
KHC KRAFT HEINZ 0.8%
Value ($000) $1,768 Shares 19,756 Est. Cost $47.97 Unrealized +21.0%
THOMSON REUTERS CORP 0.8%
Value ($000) $1,721 Shares 41,578 Est. Cost $33.43 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $1,688 Shares 39,897 Est. Cost $28.27 Unrealized +15.2%
GOOG ALPHABET INC 0.7%
Value ($000) $1,579 Shares 2,031 Est. Cost $35.68 Unrealized +5.6%
TOTAL S A 0.7%
Value ($000) $1,541 Shares 32,309 Est. Cost $49.14 Unrealized
DGS WISDOMTREE 0.7%
Value ($000) $1,448 Shares 34,673 Est. Cost $46.23 Unrealized
T AT&T INC 0.3%
Value ($000) $686 Shares 16,877 Est. Cost $11.65 Unrealized +39.9%
CVX CHEVRON CORP 0.2%
Value ($000) $515 Shares 5,002 Est. Cost $69.61 Unrealized -1.6%
AZO AUTOZONE INC 0.2%
Value ($000) $384 Shares 500 Est. Cost $770.40 Unrealized +1.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $296 Shares 2,588 Est. Cost $65.55 Unrealized +45.3%
POWERSHARES 0.1%
Value ($000) $294 Shares 2,475 Est. Cost $94.37 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $283 Shares 4,232 Est. Cost $66.96 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $272 Shares 2,677 Est. Cost $114.15 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $229 Shares 4,805 Est. Cost $37.48 Unrealized +7.8%
PEP PEPSICO INC 0.1%
Value ($000) $222 Shares 2,035 Est. Cost $77.08 Unrealized +5.2%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $216 Shares 1 Est. Cost $214456.19 Unrealized +2.3%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $211 Shares 2,900 Est. Cost $56.73 Unrealized +1.2%
GABELLI EQUITY 0.0%
Value ($000) $58 Shares 10,247 Est. Cost $5.47 Unrealized