OARSMAN CAPITAL, INC. Diversified Active

CIK: 0001569667 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 12, 2016

Total Value ($000): $192,402 (100.0% shares, 0.0% debt)

Holdings (190)

General Electric Co. 3.1%
Value ($000) $5,918 Shares 188,005 Est. Cost $24.09 Unrealized
Johnson Controls 3.0%
Value ($000) $5,845 Shares 132,058 Est. Cost $39.56 Unrealized
KSS Kohl's Corp. 2.4%
Value ($000) $4,697 Shares 123,864 Est. Cost $48.01 Unrealized -17.2%
VZ Verizon 2.1%
Value ($000) $3,991 Shares 71,470 Est. Cost $27.15 Unrealized +15.9%
Owens-Illinois, Inc. 2.0%
Value ($000) $3,850 Shares 213,790 Est. Cost $18.02 Unrealized
OLN Olin Corp 2.0%
Value ($000) $3,806 Shares 153,231 Est. Cost $11.80 Unrealized +39.2%
Allegheny Technologies 2.0%
Value ($000) $3,799 Shares 297,922 Est. Cost $13.79 Unrealized
JNJ Johnson & Johnson 1.9%
Value ($000) $3,663 Shares 30,199 Est. Cost $60.25 Unrealized +44.5%
C Citigroup Inc. 1.7%
Value ($000) $3,326 Shares 78,456 Est. Cost $39.01 Unrealized -15.2%
Walgreens Boots Alliance 1.7%
Value ($000) $3,306 Shares 39,703 Est. Cost $76.19 Unrealized
MTG MGIC Investment Corp. 1.6%
Value ($000) $3,034 Shares 509,867 Est. Cost $7.72 Unrealized -11.7%
MGK Vanguard Mega Cap 300 Growth I 1.5%
Value ($000) $2,910 Shares 34,871 Est. Cost $65.31 Unrealized
MSFT Microsoft Corp. 1.5%
Value ($000) $2,847 Shares 55,631 Est. Cost $28.93 Unrealized +59.0%
CSCO Cisco Systems Inc. 1.4%
Value ($000) $2,755 Shares 96,023 Est. Cost $18.28 Unrealized +14.1%
Range Resources 1.4%
Value ($000) $2,739 Shares 63,495 Est. Cost $35.86 Unrealized
FISV Fiserv Inc. 1.4%
Value ($000) $2,721 Shares 25,023 Est. Cost $26.11 Unrealized +97.1%
JPM J.P. Morgan Chase 1.4%
Value ($000) $2,714 Shares 43,670 Est. Cost $45.23 Unrealized +6.8%
AAPL Apple Inc. 1.4%
Value ($000) $2,670 Shares 27,928 Est. Cost $18.05 Unrealized +25.3%
AbbVie Inc. 1.3%
Value ($000) $2,491 Shares 40,233 Est. Cost $48.71 Unrealized
LQD iShares iBoxx Invest Grade Cor 1.2%
Value ($000) $2,278 Shares 18,562 Est. Cost $114.95 Unrealized
VYM Vanguard High Dividend Yield I 1.2%
Value ($000) $2,275 Shares 31,836 Est. Cost $58.65 Unrealized
LNT Alliant Energy 1.2%
Value ($000) $2,266 Shares 57,074 Est. Cost $22.29 Unrealized +23.2%
VEA Vanguard FTSE Developed Market 1.2%
Value ($000) $2,253 Shares 63,730 Est. Cost $37.69 Unrealized
WEC Energy Group, Inc. 1.2%
Value ($000) $2,223 Shares 34,048 Est. Cost $45.30 Unrealized
AT&T Inc 1.1%
Value ($000) $2,187 Shares 50,603 Est. Cost $35.43 Unrealized
General Motors Corp. 1.1%
Value ($000) $2,153 Shares 76,092 Est. Cost $30.07 Unrealized
GILD Gilead Sciences 1.1%
Value ($000) $2,083 Shares 24,973 Est. Cost $56.92 Unrealized +10.3%
BAC Bank of America 1.1%
Value ($000) $2,068 Shares 155,827 Est. Cost $13.23 Unrealized -14.3%
MGE Energy 1.1%
Value ($000) $2,063 Shares 36,508 Est. Cost $48.45 Unrealized
AGG iShares Barclays Aggregate Bon 1.0%
Value ($000) $1,963 Shares 17,427 Est. Cost $108.93 Unrealized
Weatherford International 1.0%
Value ($000) $1,926 Shares 347,055 Est. Cost $6.56 Unrealized
TEVA Teva Pharmaceutical Ind. 1.0%
Value ($000) $1,923 Shares 38,286 Est. Cost $45.83 Unrealized
MET Metlife Inc 1.0%
Value ($000) $1,908 Shares 47,914 Est. Cost $32.55 Unrealized -13.5%
INTC Intel Corp. 1.0%
Value ($000) $1,866 Shares 56,880 Est. Cost $17.87 Unrealized +40.6%
PEP Pepsico Inc. 0.9%
Value ($000) $1,809 Shares 17,076 Est. Cost $56.78 Unrealized +35.8%
RPM RPM Inc. 0.9%
Value ($000) $1,797 Shares 35,976 Est. Cost $32.40 Unrealized +54.7%
Alphabet Inc. Class C 0.9%
Value ($000) $1,774 Shares 2,563 Est. Cost $758.90 Unrealized
PG Procter & Gamble Co. 0.9%
Value ($000) $1,718 Shares 20,291 Est. Cost $55.46 Unrealized +14.2%
KMB Kimberly-Clark Corp. 0.9%
Value ($000) $1,718 Shares 12,495 Est. Cost $63.06 Unrealized +49.0%
PRU Prudential Financial, Inc. 0.9%
Value ($000) $1,657 Shares 23,231 Est. Cost $46.19 Unrealized +6.0%
PFE Pfizer Inc. 0.9%
Value ($000) $1,649 Shares 46,827 Est. Cost $16.57 Unrealized +27.1%
RRX Regal-Beloit Corp. 0.8%
Value ($000) $1,593 Shares 28,933 Est. Cost $64.10 Unrealized -6.2%
QUAD Quad/Graphics, Inc. 0.8%
Value ($000) $1,593 Shares 68,390 Est. Cost $14.39 Unrealized +17.9%
CVX Chevron Corp. 0.8%
Value ($000) $1,482 Shares 14,133 Est. Cost $71.10 Unrealized -6.1%
VWO Vanguard Emerging Markets Stoc 0.8%
Value ($000) $1,476 Shares 41,900 Est. Cost $39.47 Unrealized
VFC VF Corp 0.8%
Value ($000) $1,464 Shares 23,813 Est. Cost $52.43 Unrealized +12.8%
Medtronic plc 0.7%
Value ($000) $1,393 Shares 16,055 Est. Cost $78.00 Unrealized
Novartis AG 0.7%
Value ($000) $1,356 Shares 16,438 Est. Cost $70.87 Unrealized
IJT S&P 600/Barra Growth Index (iS 0.7%
Value ($000) $1,271 Shares 9,896 Est. Cost $97.75 Unrealized
SPDR Dow Jones Global Real Est 0.7%
Value ($000) $1,257 Shares 24,959 Est. Cost $44.85 Unrealized
XOM Exxon-Mobil 0.7%
Value ($000) $1,256 Shares 13,401 Est. Cost $53.69 Unrealized +7.7%
SWK Stanley Black & Decker, Inc. 0.7%
Value ($000) $1,255 Shares 11,283 Est. Cost $63.85 Unrealized +35.5%
IJS S&P 600/Barra Value Index (iSh 0.6%
Value ($000) $1,241 Shares 10,625 Est. Cost $94.34 Unrealized
CL Colgate-Palmolive Co. 0.6%
Value ($000) $1,204 Shares 16,454 Est. Cost $44.38 Unrealized +28.2%
BRK/B Berkshire Hathaway cl. B 0.6%
Value ($000) $1,200 Shares 8,287 Est. Cost $110.25 Unrealized +29.7%
ARW Arrow Electronics 0.6%
Value ($000) $1,198 Shares 19,355 Est. Cost $55.62 Unrealized +14.1%
XMUIX BlackRock Int. Duration Munici 0.6%
Value ($000) $1,160 Shares 76,145 Est. Cost $14.59 Unrealized
MOD Modine Manufacturing 0.6%
Value ($000) $1,157 Shares 131,475 Est. Cost $9.33 Unrealized +10.4%
Alphabet Inc. Class A 0.6%
Value ($000) $1,153 Shares 1,639 Est. Cost $777.78 Unrealized
AMGN Amgen 0.6%
Value ($000) $1,131 Shares 7,433 Est. Cost $75.39 Unrealized +54.8%
SPDR Short Term Municipal Bond 0.6%
Value ($000) $1,131 Shares 23,054 Est. Cost $48.80 Unrealized
CCL Carnival Corporation 0.6%
Value ($000) $1,107 Shares 25,050 Est. Cost $44.02 Unrealized -1.9%
Facebook Inc. 0.6%
Value ($000) $1,097 Shares 9,602 Est. Cost $59.10 Unrealized
Berkshire Hathaway cl. A (1/10 0.6%
Value ($000) $1,085 Shares 500 Est. Cost $1686.00 Unrealized
WFC Wells Fargo & Co. 0.6%
Value ($000) $1,076 Shares 22,725 Est. Cost $33.32 Unrealized +11.7%
UnitedHealth Group Inc 0.5%
Value ($000) $1,044 Shares 7,393 Est. Cost $86.01 Unrealized
IBM Intl Business Mach. Corp. 0.5%
Value ($000) $1,043 Shares 6,870 Est. Cost $114.71 Unrealized -17.1%
ORCL Oracle Corp. 0.5%
Value ($000) $1,034 Shares 25,270 Est. Cost $28.29 Unrealized +22.2%
MCD McDonald's 0.5%
Value ($000) $980 Shares 8,143 Est. Cost $71.77 Unrealized +38.1%
IEI iShares 3-7 Year Treasury Bond 0.5%
Value ($000) $973 Shares 7,640 Est. Cost $122.74 Unrealized
Accenture 0.5%
Value ($000) $954 Shares 8,425 Est. Cost $75.94 Unrealized
WisdomTree EAFE Dividend-Wgtd 0.5%
Value ($000) $954 Shares 21,325 Est. Cost $47.23 Unrealized
VO Vanguard Mid Cap ETF 0.5%
Value ($000) $946 Shares 7,648 Est. Cost $101.19 Unrealized
QCOM Qualcomm Inc. 0.5%
Value ($000) $945 Shares 17,642 Est. Cost $44.68 Unrealized -9.8%
SLB Schlumberger Ltd. 0.5%
Value ($000) $912 Shares 11,527 Est. Cost $54.12 Unrealized +7.6%
IJR iShares S&P SmallCap 600 Index 0.4%
Value ($000) $834 Shares 7,176 Est. Cost $113.59 Unrealized
PIMCO Enhanced Short Maturity 0.4%
Value ($000) $754 Shares 7,450 Est. Cost $101.13 Unrealized
BlackRock MuniAssets Fund 0.4%
Value ($000) $706 Shares 45,295 Est. Cost $12.71 Unrealized
GPC Genuine Parts 0.4%
Value ($000) $703 Shares 6,941 Est. Cost $54.12 Unrealized +35.6%
PAYX Paychex 0.3%
Value ($000) $657 Shares 11,038 Est. Cost $25.25 Unrealized +59.1%
S&P Dep Receipts 0.3%
Value ($000) $642 Shares 3,063 Est. Cost $163.42 Unrealized
Gold Shares SPDR 0.3%
Value ($000) $640 Shares 5,060 Est. Cost $120.05 Unrealized
Chesapeake Energy Corporation 0.3%
Value ($000) $617 Shares 144,050 Est. Cost $6.16 Unrealized
VB Vanguard Small Cap ETF 0.3%
Value ($000) $602 Shares 5,206 Est. Cost $101.69 Unrealized
TGT Target Corp. 0.3%
Value ($000) $596 Shares 8,538 Est. Cost $58.70 Unrealized -4.4%
TIP iShares Barclays TIPS Bond Fun 0.3%
Value ($000) $591 Shares 5,067 Est. Cost $112.01 Unrealized
SPDR Nuveen Barclays Cap Build 0.3%
Value ($000) $590 Shares 8,865 Est. Cost $61.49 Unrealized
Dow Chemical Corp. 0.3%
Value ($000) $568 Shares 11,417 Est. Cost $33.61 Unrealized
PowerShares CEF Income Composi 0.3%
Value ($000) $566 Shares 25,534 Est. Cost $23.20 Unrealized
Eaton Vance Limited Duration I 0.3%
Value ($000) $561 Shares 41,745 Est. Cost $15.66 Unrealized
Madison Covered Call&Equity St 0.3%
Value ($000) $547 Shares 71,415 Est. Cost $7.93 Unrealized
D Dominion Resources Inc. 0.3%
Value ($000) $544 Shares 6,975 Est. Cost $35.07 Unrealized +36.1%
Central Fund of Canada Limited 0.3%
Value ($000) $543 Shares 39,050 Est. Cost $11.66 Unrealized
PIMCO Corporate Opportunity Fu 0.3%
Value ($000) $539 Shares 38,274 Est. Cost $17.96 Unrealized
OXY Occidental Petroleum 0.3%
Value ($000) $539 Shares 7,138 Est. Cost $57.88 Unrealized -2.0%
Praxair 0.3%
Value ($000) $525 Shares 4,675 Est. Cost $115.10 Unrealized
EMR Emerson Electric Co. 0.3%
Value ($000) $518 Shares 9,932 Est. Cost $40.17 Unrealized +3.4%
SCHD Schwab US Dividend Equity ETF 0.3%
Value ($000) $513 Shares 12,381 Est. Cost $37.90 Unrealized
DIS Walt Disney Productions 0.3%
Value ($000) $505 Shares 5,161 Est. Cost $56.26 Unrealized +63.8%
DJ Wilshire Int'l Real Estate 0.3%
Value ($000) $505 Shares 12,184 Est. Cost $42.16 Unrealized
Rydex S&P 500 Pure Growth ETF 0.2%
Value ($000) $476 Shares 5,885 Est. Cost $81.28 Unrealized
SPDR Dow Jones Industrial Aver 0.2%
Value ($000) $470 Shares 2,623 Est. Cost $148.47 Unrealized
DJP iPath Dow Jones-AIG Commodity 0.2%
Value ($000) $468 Shares 18,923 Est. Cost $32.19 Unrealized
GD General Dynamics 0.2%
Value ($000) $466 Shares 3,345 Est. Cost $57.37 Unrealized +97.1%
ALPS Alerian MLP ETF 0.2%
Value ($000) $459 Shares 36,084 Est. Cost $12.72 Unrealized
Altria Group 0.2%
Value ($000) $459 Shares 6,659 Est. Cost $37.14 Unrealized
Du Pont E.I. De Nemour & Co. 0.2%
Value ($000) $458 Shares 7,075 Est. Cost $52.66 Unrealized
USB U.S. Bancorp 0.2%
Value ($000) $458 Shares 11,347 Est. Cost $22.85 Unrealized +27.7%
ABT Abbott Labs 0.2%
Value ($000) $457 Shares 11,632 Est. Cost $29.03 Unrealized +14.9%
Nordstrom Inc. 0.2%
Value ($000) $452 Shares 11,875 Est. Cost $56.36 Unrealized
ROK Rockwell Automation 0.2%
Value ($000) $448 Shares 3,898 Est. Cost $68.53 Unrealized +39.3%
PM Philip Morris International 0.2%
Value ($000) $444 Shares 4,363 Est. Cost $49.75 Unrealized +23.4%
BMO Bank of Montreal 0.2%
Value ($000) $437 Shares 6,894 Est. Cost $37.80 Unrealized +13.8%
DUK Duke Energy 0.2%
Value ($000) $428 Shares 4,988 Est. Cost $42.67 Unrealized +26.1%
BIV Vanguard Intermediate-Term Bon 0.2%
Value ($000) $428 Shares 4,855 Est. Cost $83.96 Unrealized
EEM MSCI Emerging Markets Index (i 0.2%
Value ($000) $427 Shares 12,430 Est. Cost $38.49 Unrealized
Guggenheim Enhanced Short-Dura 0.2%
Value ($000) $420 Shares 8,390 Est. Cost $50.07 Unrealized
BP BP p.l.c. 0.2%
Value ($000) $416 Shares 11,720 Est. Cost $42.67 Unrealized
KO Coca-Cola Co. 0.2%
Value ($000) $414 Shares 9,124 Est. Cost $27.85 Unrealized +19.6%
SPDR Barclays Capital High Yie 0.2%
Value ($000) $411 Shares 11,522 Est. Cost $38.52 Unrealized
EFA Europe/Australia/Far-East Inde 0.2%
Value ($000) $407 Shares 7,285 Est. Cost $60.23 Unrealized
MidCap SPDRs 0.2%
Value ($000) $407 Shares 1,494 Est. Cost $214.38 Unrealized
WisdomTree Int'l Hedged Divide 0.2%
Value ($000) $402 Shares 15,679 Est. Cost $25.78 Unrealized
Duff & Phelps Select Income Fu 0.2%
Value ($000) $402 Shares 37,840 Est. Cost $9.90 Unrealized
DXJ Wisdom Tree Japan Hedged Equit 0.2%
Value ($000) $401 Shares 10,329 Est. Cost $52.50 Unrealized
HYMB SPDR Nuveen S&P High Yield Mun 0.2%
Value ($000) $401 Shares 6,701 Est. Cost $56.48 Unrealized
WisdomTree Emerg Mkts High-Yie 0.2%
Value ($000) $399 Shares 11,271 Est. Cost $43.52 Unrealized
WisdomTree SmallCap Dividend E 0.2%
Value ($000) $396 Shares 5,531 Est. Cost $59.29 Unrealized
FAST Fastenal Co. 0.2%
Value ($000) $393 Shares 8,858 Est. Cost $8.75 Unrealized +1.3%
MMM Minnesota Mining & Manufacturi 0.2%
Value ($000) $392 Shares 2,236 Est. Cost $65.72 Unrealized +55.9%
WOOD iShares S&P Global Timber & Fo 0.2%
Value ($000) $376 Shares 8,312 Est. Cost $49.40 Unrealized
CAT Caterpillar Inc. 0.2%
Value ($000) $374 Shares 4,935 Est. Cost $62.73 Unrealized -4.6%
Calamos Convertible & High Inc 0.2%
Value ($000) $373 Shares 35,190 Est. Cost $12.33 Unrealized
SXT Sensient Technologies 0.2%
Value ($000) $355 Shares 5,000 Est. Cost $39.63 Unrealized +71.0%
AAXJ iShares MSCI All Country Asia 0.2%
Value ($000) $352 Shares 6,437 Est. Cost $55.32 Unrealized
SCHG Schwab U.S. Large-Cap Growth E 0.2%
Value ($000) $348 Shares 6,638 Est. Cost $49.32 Unrealized
AMZN Amazon.com 0.2%
Value ($000) $331 Shares 463 Est. Cost $14.90 Unrealized +126.9%
SCHZ Schwab US Aggregate Bond ETF 0.2%
Value ($000) $329 Shares 6,118 Est. Cost $51.97 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $318 Shares 4,325 Est. Cost $34.21 Unrealized +47.6%
DE Deere & Co 0.2%
Value ($000) $315 Shares 3,885 Est. Cost $69.97 Unrealized 0.0%
Templeton Global Income Fund 0.2%
Value ($000) $315 Shares 49,450 Est. Cost $6.90 Unrealized
YUM YUM! Brands, Inc. 0.2%
Value ($000) $311 Shares 3,750 Est. Cost $42.35 Unrealized +16.8%
SCHM Schwab U.S. Mid Cap ETF 0.2%
Value ($000) $300 Shares 7,150 Est. Cost $40.72 Unrealized
BSV Vanguard Short-Term Bond ETF 0.2%
Value ($000) $298 Shares 3,672 Est. Cost $81.15 Unrealized
IWF iShares Russell 1000 Growth ET 0.2%
Value ($000) $289 Shares 2,883 Est. Cost $99.58 Unrealized
Nuveen Municipal Value Fund In 0.1%
Value ($000) $287 Shares 26,500 Est. Cost $9.78 Unrealized
Apache Corporation 0.1%
Value ($000) $286 Shares 5,143 Est. Cost $49.43 Unrealized
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $283 Shares 2,741 Est. Cost $94.67 Unrealized
IWS iShares Russell Midcap Value I 0.1%
Value ($000) $282 Shares 3,802 Est. Cost $67.66 Unrealized
WMT Wal-Mart Stores Inc. 0.1%
Value ($000) $279 Shares 3,825 Est. Cost $19.32 Unrealized +1.0%
IGSB iShares Barclays 1-3 Yr Credit 0.1%
Value ($000) $277 Shares 2,609 Est. Cost $105.52 Unrealized
HOG Harley Davidson 0.1%
Value ($000) $270 Shares 5,969 Est. Cost $54.17 Unrealized -15.0%
SCHR Schwab Intermediate-Term U.S. 0.1%
Value ($000) $270 Shares 4,826 Est. Cost $53.81 Unrealized
Cigna Corp. 0.1%
Value ($000) $269 Shares 2,099 Est. Cost $105.78 Unrealized
HD Home Depot Inc. 0.1%
Value ($000) $268 Shares 2,099 Est. Cost $71.39 Unrealized +47.0%
BRC Brady Corp. 0.1%
Value ($000) $266 Shares 8,689 Est. Cost $19.22 Unrealized +26.0%
SCHA Schwab U.S. Small-Cap ETF 0.1%
Value ($000) $264 Shares 4,886 Est. Cost $56.05 Unrealized
WDFC WD 40 Company 0.1%
Value ($000) $264 Shares 2,250 Est. Cost $74.03 Unrealized +26.0%
DWX SPDR S&P International Dividen 0.1%
Value ($000) $263 Shares 7,464 Est. Cost $43.14 Unrealized
IWP iShares Russell Growth Midcap 0.1%
Value ($000) $256 Shares 2,735 Est. Cost $88.70 Unrealized
SCHF Schwab International Equity ET 0.1%
Value ($000) $244 Shares 8,998 Est. Cost $29.57 Unrealized
Vectren Corp. 0.1%
Value ($000) $244 Shares 4,624 Est. Cost $42.34 Unrealized
WY Weyerhaeuser Co. 0.1%
Value ($000) $240 Shares 8,066 Est. Cost $18.15 Unrealized +16.3%
S&P High Yield Dividend Aristo 0.1%
Value ($000) $237 Shares 2,821 Est. Cost $67.23 Unrealized
IDU Dow Jones Utility Index (iShar 0.1%
Value ($000) $231 Shares 1,760 Est. Cost $123.86 Unrealized
LMT Lockheed Martin Corp. 0.1%
Value ($000) $228 Shares 919 Est. Cost $153.91 Unrealized +18.5%
HSY Hershey Foods Corp 0.1%
Value ($000) $227 Shares 2,000 Est. Cost $74.40 Unrealized 0.0%
APD Air Products and Chemicals Inc 0.1%
Value ($000) $222 Shares 1,561 Est. Cost $74.84 Unrealized +40.2%
IVE S&P 500/Barra Value (iShares) 0.1%
Value ($000) $220 Shares 2,363 Est. Cost $89.83 Unrealized
Nuveen Dividend Advantage Muni 0.1%
Value ($000) $218 Shares 13,388 Est. Cost $16.28 Unrealized
Claymore/Clear Global Timber I 0.1%
Value ($000) $218 Shares 9,562 Est. Cost $23.54 Unrealized
PowerShares Senior Loan Port 0.1%
Value ($000) $212 Shares 9,230 Est. Cost $23.63 Unrealized
Cohen & Steers Global Realty M 0.1%
Value ($000) $210 Shares 4,678 Est. Cost $44.89 Unrealized
OSK Oshkosh Corp 0.1%
Value ($000) $208 Shares 4,350 Est. Cost $38.22 Unrealized 0.0%
NextEra Energy, Inc. 0.1%
Value ($000) $204 Shares 1,561 Est. Cost $130.69 Unrealized
MUB iShares S&P National Municipal 0.1%
Value ($000) $202 Shares 1,769 Est. Cost $114.19 Unrealized
FXI China-H FTSE/Xinhua 25 Index ( 0.1%
Value ($000) $202 Shares 5,912 Est. Cost $32.49 Unrealized
Merck & Co. Inc. 0.1%
Value ($000) $201 Shares 3,492 Est. Cost $57.56 Unrealized
iShares Gold Trust 0.1%
Value ($000) $189 Shares 14,782 Est. Cost $12.08 Unrealized
Mortgage REIT Index 0.1%
Value ($000) $150 Shares 14,623 Est. Cost $12.50 Unrealized
BlackRock Energy and Resources 0.1%
Value ($000) $148 Shares 10,420 Est. Cost $14.20 Unrealized
MSCI Japan Index (iShares) 0.1%
Value ($000) $117 Shares 10,140 Est. Cost $11.41 Unrealized
Enerplus Corporation 0.0%
Value ($000) $94 Shares 14,300 Est. Cost $8.54 Unrealized
Putnam Master Intrm Inc Tr 0.0%
Value ($000) $51 Shares 11,882 Est. Cost $4.92 Unrealized
Sprott Inc. 0.0%
Value ($000) $34 Shares 17,500 Est. Cost $1.94 Unrealized
Golden Star Resources, Ltd. 0.0%
Value ($000) $22 Shares 34,000 Est. Cost $0.34 Unrealized
NHLG National HealthCare Logs 0.0%
Value ($000) $0 Shares 200,000 Est. Cost Unrealized
Samex Mining Corp. 0.0%
Value ($000) $0 Shares 89,000 Est. Cost Unrealized
American Green Group, Inc. 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
Cambridge Heart 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.02 Unrealized