Community Financial Services Group, LLC Diversified Active

CIK: 0001537319 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 10, 2017

Total Value ($000): $212,123 (100.0% shares, 0.0% debt)

Holdings (60)

SCHW SCHWAB CHARLES CORP 4.0%
Value ($000) $8,494 Shares 215,205 Est. Cost $17.11 Unrealized +85.8%
CBU COMMUNITY BANK SYSTEM INC 3.9%
Value ($000) $8,342 Shares 135,008 Est. Cost $20.62 Unrealized +100.1%
IUSG ISHARES 3.9%
Value ($000) $8,229 Shares 191,728 Est. Cost $52.99 Unrealized
MSFT MICROSOFT CORP 3.8%
Value ($000) $8,053 Shares 129,597 Est. Cost $27.18 Unrealized +98.4%
BA BOEING CO 3.8%
Value ($000) $7,992 Shares 51,339 Est. Cost $84.37 Unrealized +60.0%
VOT VANGUARD 3.6%
Value ($000) $7,669 Shares 72,575 Est. Cost $82.16 Unrealized
GENERAL ELECTRIC CO 3.5%
Value ($000) $7,325 Shares 231,789 Est. Cost $23.39 Unrealized
CSCO CISCO SYSTEMS INC 3.3%
Value ($000) $7,005 Shares 231,801 Est. Cost $15.47 Unrealized +49.0%
VTR VENTAS INC. 3.1%
Value ($000) $6,495 Shares 103,889 Est. Cost $44.92 Unrealized -5.2%
PFE PFIZER INC 3.1%
Value ($000) $6,489 Shares 199,783 Est. Cost $16.68 Unrealized +22.9%
PG PROCTER & GAMBLE CO 3.0%
Value ($000) $6,316 Shares 75,123 Est. Cost $57.79 Unrealized +15.5%
IBM INTERNATIONAL BUSINESS MACHINES 2.9%
Value ($000) $6,145 Shares 37,017 Est. Cost $94.04 Unrealized +9.6%
EWBC EAST WEST BANCORP INC 2.9%
Value ($000) $6,140 Shares 120,790 Est. Cost $22.05 Unrealized +63.3%
IBB ISHARES 2.7%
Value ($000) $5,820 Shares 21,934 Est. Cost $190.62 Unrealized
GLW CORNING INC 2.7%
Value ($000) $5,779 Shares 238,098 Est. Cost $10.83 Unrealized +72.0%
WY WEYERHAEUSER COMPANY 2.6%
Value ($000) $5,578 Shares 185,380 Est. Cost $19.12 Unrealized +13.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.6%
Value ($000) $5,462 Shares 189,994 Est. Cost $18.84 Unrealized
COST COSTCO WHOLESALE CORP 2.5%
Value ($000) $5,244 Shares 32,753 Est. Cost $91.43 Unrealized +41.9%
EMR EMERSON ELECTRIC CO 2.4%
Value ($000) $5,161 Shares 92,580 Est. Cost $41.74 Unrealized +2.7%
VLO VALERO ENERGY CORP 2.4%
Value ($000) $5,121 Shares 74,961 Est. Cost $26.12 Unrealized +63.8%
VZ VERIZON COMMUNICATIONS INC 2.4%
Value ($000) $5,111 Shares 95,759 Est. Cost $27.82 Unrealized +11.4%
TEX TEREX CORP 2.2%
Value ($000) $4,625 Shares 146,698 Est. Cost $30.44 Unrealized -8.9%
ROYAL DUTCH SHELL PLC 2.1%
Value ($000) $4,381 Shares 80,561 Est. Cost $64.51 Unrealized
XEROX CORP 2.0%
Value ($000) $4,279 Shares 490,046 Est. Cost $9.24 Unrealized
RDY DR REDDYS LABS LTD 2.0%
Value ($000) $4,245 Shares 93,738 Est. Cost $39.94 Unrealized
HMC HONDA MOTOR LTD AMERN 1.9%
Value ($000) $3,999 Shares 136,983 Est. Cost $31.71 Unrealized
GLAXOSMITHKLINE PLC 1.9%
Value ($000) $3,973 Shares 103,157 Est. Cost $48.86 Unrealized
WHR WHIRLPOOL CORP 1.9%
Value ($000) $3,947 Shares 21,715 Est. Cost $165.57 Unrealized 0.0%
AAPL APPLE INC 1.6%
Value ($000) $3,492 Shares 30,148 Est. Cost $22.82 Unrealized +14.3%
DUK DUKE ENERGY CORP 1.6%
Value ($000) $3,358 Shares 43,256 Est. Cost $43.55 Unrealized +20.9%
TUPPERWARE CORP 1.6%
Value ($000) $3,331 Shares 63,288 Est. Cost $58.53 Unrealized
SLB SCHLUMBERGER 1.5%
Value ($000) $3,148 Shares 37,496 Est. Cost $54.77 Unrealized +15.1%
FTS FORTIS INC 1.2%
Value ($000) $2,446 Shares 79,198 Est. Cost $22.16 Unrealized 0.0%
DVN DEVON ENERGY CORP 1.1%
Value ($000) $2,290 Shares 50,135 Est. Cost $37.31 Unrealized -16.6%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,253 Shares 19,558 Est. Cost $60.38 Unrealized +48.6%
INTC INTEL CORP 1.0%
Value ($000) $2,145 Shares 59,135 Est. Cost $17.44 Unrealized +67.1%
POTASH CORP SASK INC 1.0%
Value ($000) $2,085 Shares 115,255 Est. Cost $33.50 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.9%
Value ($000) $2,009 Shares 26,520 Est. Cost $33.14 Unrealized +75.5%
LNT ALLIANT ENERGY CORP 0.9%
Value ($000) $1,937 Shares 51,135 Est. Cost $23.60 Unrealized +17.5%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,882 Shares 20,848 Est. Cost $54.63 Unrealized +6.5%
THOMSON REUTERS CORP 0.9%
Value ($000) $1,832 Shares 41,856 Est. Cost $33.43 Unrealized
KHC KRAFT HEINZ 0.8%
Value ($000) $1,733 Shares 19,857 Est. Cost $47.97 Unrealized +17.7%
KO COCA COLA CO 0.8%
Value ($000) $1,672 Shares 40,332 Est. Cost $28.30 Unrealized +10.3%
GOOG ALPHABET INC 0.8%
Value ($000) $1,597 Shares 2,069 Est. Cost $35.73 Unrealized +8.2%
TOTAL S A 0.7%
Value ($000) $1,565 Shares 30,699 Est. Cost $49.14 Unrealized
DGS WISDOMTREE 0.6%
Value ($000) $1,373 Shares 35,113 Est. Cost $46.14 Unrealized
SPY SPDR S&P 500 0.3%
Value ($000) $707 Shares 3,163 Est. Cost $215.09 Unrealized
CVX CHEVRON CORP 0.3%
Value ($000) $573 Shares 4,869 Est. Cost $69.61 Unrealized +6.0%
T AT&T INC 0.3%
Value ($000) $572 Shares 13,443 Est. Cost $11.65 Unrealized +32.7%
AZO AUTOZONE INC 0.2%
Value ($000) $395 Shares 500 Est. Cost $770.40 Unrealized -0.1%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $317 Shares 2,588 Est. Cost $65.55 Unrealized +42.5%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $307 Shares 4,184 Est. Cost $66.96 Unrealized
POWERSHARES 0.1%
Value ($000) $293 Shares 2,475 Est. Cost $94.37 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $244 Shares 1 Est. Cost $214456.19 Unrealized +7.6%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $237 Shares 2,163 Est. Cost $114.15 Unrealized
UNB UNION BANKSHARES INC 0.1%
Value ($000) $223 Shares 4,897 Est. Cost $38.93 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $214 Shares 3,656 Est. Cost $39.53 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $213 Shares 4,810 Est. Cost $37.48 Unrealized +6.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $204 Shares 4,081 Est. Cost $34.77 Unrealized 0.0%
GABELLI EQUITY 0.0%
Value ($000) $57 Shares 10,247 Est. Cost $5.47 Unrealized