KLINGENSTEIN FIELDS & CO LP Diversified Active

CIK: 0000859872 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 1, 2019

Total Value ($000): $1,894,151 (100.0% shares, 0.0% debt)

Holdings (193)

DIS DISNEY WALT CO 5.6%
Value ($000) $105,267 Shares 807,754 Est. Cost $57.57 Unrealized +133.2%
PEP PEPSICO INC 4.2%
Value ($000) $79,633 Shares 580,838 Est. Cost $56.41 Unrealized +93.8%
JNJ JOHNSON & JOHNSON 3.7%
Value ($000) $69,619 Shares 538,094 Est. Cost $66.45 Unrealized +65.5%
UNP UNION PACIFIC CORP 3.2%
Value ($000) $60,574 Shares 373,959 Est. Cost $66.63 Unrealized +118.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.2%
Value ($000) $60,381 Shares 290,265 Est. Cost $114.13 Unrealized +80.5%
CMCSA COMCAST CORP NEW 2.7%
Value ($000) $51,296 Shares 1,137,896 Est. Cost $25.06 Unrealized +49.6%
PYPL PAYPAL HLDGS INC 2.3%
Value ($000) $42,677 Shares 411,983 Est. Cost $37.48 Unrealized +193.2%
SCHF SCHWAB STRATEGIC TR 2.2%
Value ($000) $41,965 Shares 1,317,167 Est. Cost $32.20 Unrealized
HON HONEYWELL INTL INC 2.0%
Value ($000) $37,893 Shares 223,953 Est. Cost $55.30 Unrealized +151.9%
AMZN AMAZON COM INC 1.8%
Value ($000) $34,901 Shares 20,105 Est. Cost $40.16 Unrealized +130.9%
CL COLGATE PALMOLIVE CO 1.8%
Value ($000) $34,388 Shares 467,799 Est. Cost $45.68 Unrealized +36.9%
UNITED TECHNOLOGIES CORP 1.7%
Value ($000) $32,871 Shares 240,776 Est. Cost $96.46 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $30,948 Shares 222,601 Est. Cost $74.00 Unrealized +75.6%
RAYTHEON CO 1.6%
Value ($000) $30,665 Shares 156,304 Est. Cost $68.58 Unrealized
ROYAL DUTCH SHELL PLC 1.6%
Value ($000) $30,261 Shares 514,207 Est. Cost $62.45 Unrealized
CCI CROWN CASTLE INTL CORP NEW 1.5%
Value ($000) $29,236 Shares 210,316 Est. Cost $58.26 Unrealized +79.8%
GOOGL ALPHABET INC 1.5%
Value ($000) $29,186 Shares 23,900 Est. Cost $56.03 Unrealized +4.9%
SCHA SCHWAB STRATEGIC TR 1.5%
Value ($000) $29,108 Shares 417,427 Est. Cost $68.38 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.5%
Value ($000) $28,782 Shares 98,816 Est. Cost $145.76 Unrealized +93.2%
LABORATORY CORP AMER HLDGS 1.5%
Value ($000) $28,746 Shares 171,107 Est. Cost $114.63 Unrealized
AMT AMERICAN TOWER CORP NEW 1.5%
Value ($000) $28,522 Shares 128,984 Est. Cost $60.94 Unrealized +200.9%
MRK MERCK & CO INC 1.5%
Value ($000) $28,502 Shares 338,586 Est. Cost $38.96 Unrealized +68.0%
AVGO BROADCOM INC 1.5%
Value ($000) $27,723 Shares 100,421 Est. Cost $19.93 Unrealized +20.5%
T AT&T INC 1.5%
Value ($000) $27,602 Shares 729,432 Est. Cost $14.60 Unrealized +16.5%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $26,800 Shares 227,719 Est. Cost $68.66 Unrealized +38.5%
MDT MEDTRONIC PLC 1.4%
Value ($000) $26,221 Shares 241,400 Est. Cost $59.10 Unrealized +48.1%
META FACEBOOK INC 1.4%
Value ($000) $25,794 Shares 144,842 Est. Cost $96.11 Unrealized +96.4%
AL AIR LEASE CORP 1.3%
Value ($000) $25,281 Shares 604,530 Est. Cost $31.72 Unrealized +14.9%
SAP SAP SE 1.3%
Value ($000) $24,800 Shares 210,397 Est. Cost $81.42 Unrealized
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $23,726 Shares 116,401 Est. Cost $21.08 Unrealized +67.9%
NXPI NXP SEMICONDUCTORS N V 1.2%
Value ($000) $23,452 Shares 214,913 Est. Cost $74.32 Unrealized +23.6%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $22,577 Shares 188,429 Est. Cost $71.53 Unrealized +24.3%
STZ CONSTELLATION BRANDS INC 1.2%
Value ($000) $22,467 Shares 108,391 Est. Cost $151.59 Unrealized +19.3%
VMC VULCAN MATLS CO 1.2%
Value ($000) $22,262 Shares 147,192 Est. Cost $105.56 Unrealized +26.6%
GOOG ALPHABET INC 1.1%
Value ($000) $21,683 Shares 17,787 Est. Cost $55.69 Unrealized +5.5%
MMM 3M CO 1.1%
Value ($000) $21,474 Shares 130,622 Est. Cost $62.09 Unrealized +78.2%
GS GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $20,745 Shares 100,105 Est. Cost $179.18 Unrealized +0.2%
FDX FEDEX CORP 1.1%
Value ($000) $20,394 Shares 140,092 Est. Cost $102.30 Unrealized +40.1%
CVS CVS HEALTH CORP 1.1%
Value ($000) $20,117 Shares 318,955 Est. Cost $56.03 Unrealized -13.7%
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $19,460 Shares 164,520 Est. Cost $60.57 Unrealized +85.8%
WY WEYERHAEUSER CO 1.0%
Value ($000) $18,170 Shares 655,940 Est. Cost $20.45 Unrealized +0.4%
YUM YUM BRANDS INC 0.9%
Value ($000) $17,695 Shares 155,997 Est. Cost $39.31 Unrealized +158.3%
C CITIGROUP INC 0.9%
Value ($000) $17,433 Shares 252,361 Est. Cost $53.72 Unrealized +0.8%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $17,130 Shares 309,654 Est. Cost $33.34 Unrealized +40.0%
FIS FIDELITY NATL INFORMATION SV 0.9%
Value ($000) $16,919 Shares 127,440 Est. Cost $81.73 Unrealized +43.3%
ITW ILLINOIS TOOL WKS INC 0.9%
Value ($000) $16,790 Shares 107,291 Est. Cost $51.25 Unrealized +154.0%
CRM SALESFORCE COM INC 0.9%
Value ($000) $16,408 Shares 110,534 Est. Cost $153.22 Unrealized -2.0%
HD HOME DEPOT INC 0.9%
Value ($000) $16,337 Shares 70,411 Est. Cost $125.08 Unrealized +49.6%
DD DUPONT DE NEMOURS INC 0.8%
Value ($000) $15,505 Shares 217,435 Est. Cost $27.24 Unrealized -4.9%
PLD PROLOGIS INC 0.8%
Value ($000) $15,235 Shares 178,768 Est. Cost $53.62 Unrealized +29.2%
CB CHUBB LIMITED 0.8%
Value ($000) $15,083 Shares 93,427 Est. Cost $103.01 Unrealized +35.3%
CBS CORP NEW 0.8%
Value ($000) $14,906 Shares 369,245 Est. Cost $58.39 Unrealized
SYK STRYKER CORP 0.8%
Value ($000) $14,781 Shares 68,337 Est. Cost $163.02 Unrealized +22.8%
SCHE SCHWAB STRATEGIC TR 0.8%
Value ($000) $14,491 Shares 576,652 Est. Cost $26.14 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $14,314 Shares 120,688 Est. Cost $74.68 Unrealized +22.6%
SBUX STARBUCKS CORP 0.7%
Value ($000) $14,190 Shares 160,481 Est. Cost $49.32 Unrealized +63.5%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $13,670 Shares 46,061 Est. Cost $215.86 Unrealized
LLY LILLY ELI & CO 0.7%
Value ($000) $13,441 Shares 120,189 Est. Cost $43.16 Unrealized +138.0%
PFE PFIZER INC 0.7%
Value ($000) $12,730 Shares 354,323 Est. Cost $19.16 Unrealized +41.0%
COP CONOCOPHILLIPS 0.6%
Value ($000) $11,080 Shares 194,455 Est. Cost $39.17 Unrealized +15.7%
ABT ABBOTT LABS 0.6%
Value ($000) $10,866 Shares 129,871 Est. Cost $53.17 Unrealized +43.1%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $10,236 Shares 299,555 Est. Cost $48.90 Unrealized -36.7%
GLAXOSMITHKLINE PLC 0.5%
Value ($000) $9,812 Shares 229,898 Est. Cost $49.15 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $9,147 Shares 73,541 Est. Cost $55.35 Unrealized +82.4%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $9,121 Shares 200,779 Est. Cost $26.68 Unrealized +67.4%
DHR DANAHER CORPORATION 0.4%
Value ($000) $7,790 Shares 53,934 Est. Cost $86.79 Unrealized +40.2%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $7,475 Shares 105,859 Est. Cost $54.14 Unrealized -0.7%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $6,741 Shares 37,523 Est. Cost $59.78 Unrealized +170.2%
HESS CORP 0.3%
Value ($000) $6,133 Shares 101,402 Est. Cost $67.13 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $5,946 Shares 26,546 Est. Cost $23.71 Unrealized +111.9%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $5,780 Shares 39,294 Est. Cost $60.12 Unrealized +108.3%
TJX TJX COS INC NEW 0.3%
Value ($000) $5,523 Shares 99,084 Est. Cost $34.85 Unrealized +43.7%
BAC BANK AMER CORP 0.3%
Value ($000) $5,332 Shares 182,796 Est. Cost $12.14 Unrealized +102.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $5,158 Shares 13,223 Est. Cost $71.65 Unrealized +341.7%
ALL ALLSTATE CORP 0.3%
Value ($000) $4,796 Shares 44,133 Est. Cost $37.26 Unrealized +140.5%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $4,747 Shares 16,476 Est. Cost $88.69 Unrealized +189.0%
KANSAS CITY SOUTHERN 0.2%
Value ($000) $4,518 Shares 33,964 Est. Cost $95.46 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $4,365 Shares 14 Est. Cost $182000.72 Unrealized +70.0%
GL GLOBE LIFE INC 0.2%
Value ($000) $4,037 Shares 42,154 Est. Cost $86.06 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $3,908 Shares 77,067 Est. Cost $35.84 Unrealized +2.6%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $3,700 Shares 81,844 Est. Cost $24.43 Unrealized +51.4%
MA MASTERCARD INC 0.2%
Value ($000) $3,684 Shares 13,567 Est. Cost $207.20 Unrealized +28.4%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,040 Shares 42,865 Est. Cost $56.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,916 Shares 20,055 Est. Cost $103.99 Unrealized -1.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,555 Shares 13,530 Est. Cost $171.64 Unrealized
V VISA INC 0.1%
Value ($000) $2,517 Shares 14,634 Est. Cost $74.78 Unrealized +127.7%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,515 Shares 31,228 Est. Cost $57.57 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $2,446 Shares 44,935 Est. Cost $27.94 Unrealized +57.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,270 Shares 29,896 Est. Cost $50.32 Unrealized +12.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,904 Shares 8,867 Est. Cost $75.46 Unrealized +144.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,885 Shares 38,158 Est. Cost $23.43 Unrealized +82.6%
INTERXION HOLDING N.V 0.1%
Value ($000) $1,874 Shares 23,000 Est. Cost $35.07 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,808 Shares 44,201 Est. Cost $17.35 Unrealized +59.1%
INTC INTEL CORP 0.1%
Value ($000) $1,468 Shares 28,490 Est. Cost $29.79 Unrealized +44.4%
BAX BAXTER INTL INC 0.1%
Value ($000) $1,460 Shares 16,696 Est. Cost $32.21 Unrealized +134.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1,421 Shares 15,400 Est. Cost $49.27 Unrealized +70.6%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,371 Shares 27,173 Est. Cost $35.34 Unrealized +12.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,358 Shares 22,505 Est. Cost $27.45 Unrealized +47.3%
ABBV ABBVIE INC 0.1%
Value ($000) $1,357 Shares 17,917 Est. Cost $30.31 Unrealized +73.5%
XILINX INC 0.1%
Value ($000) $1,343 Shares 14,000 Est. Cost $65.12 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $1,260 Shares 23,735 Est. Cost $35.83 Unrealized
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $1,256 Shares 52,261 Est. Cost $31.00 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,232 Shares 65,600 Est. Cost $18.46 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,196 Shares 18,863 Est. Cost $57.31 Unrealized -11.0%
VARIAN MED SYS INC 0.1%
Value ($000) $1,191 Shares 10,000 Est. Cost $69.79 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,135 Shares 6,789 Est. Cost $181.57 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $1,126 Shares 8,830 Est. Cost $115.05 Unrealized
L LOEWS CORP 0.1%
Value ($000) $1,073 Shares 20,850 Est. Cost $42.08 Unrealized +19.4%
MS MORGAN STANLEY 0.1%
Value ($000) $1,050 Shares 24,614 Est. Cost $30.44 Unrealized +15.0%
AGG ISHARES TR 0.1%
Value ($000) $1,048 Shares 9,264 Est. Cost $107.85 Unrealized
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $1,042 Shares 3,191 Est. Cost $121.84 Unrealized +104.8%
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $992 Shares 49,839 Est. Cost $32.10 Unrealized
BP BP PLC 0.1%
Value ($000) $978 Shares 25,736 Est. Cost $41.67 Unrealized
CELGENE CORP 0.1%
Value ($000) $964 Shares 9,705 Est. Cost $105.24 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $938 Shares 4,025 Est. Cost $15.57 Unrealized +197.0%
WLY WILEY JOHN & SONS INC 0.0%
Value ($000) $923 Shares 21,006 Est. Cost $27.09 Unrealized +32.5%
D DOMINION ENERGY INC 0.0%
Value ($000) $919 Shares 11,340 Est. Cost $36.24 Unrealized +61.1%
NVS NOVARTIS A G 0.0%
Value ($000) $761 Shares 8,758 Est. Cost $72.95 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $759 Shares 3,000 Est. Cost $89.89 Unrealized +148.7%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $701 Shares 5,553 Est. Cost $84.05 Unrealized +32.2%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $692 Shares 15,591 Est. Cost $12.25 Unrealized +155.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $678 Shares 4,200 Est. Cost $51.42 Unrealized +180.0%
SMH VANECK VECTORS ETF TR 0.0%
Value ($000) $667 Shares 5,600 Est. Cost $56.98 Unrealized
UDR UDR INC 0.0%
Value ($000) $664 Shares 13,701 Est. Cost $15.84 Unrealized +135.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $646 Shares 3,361 Est. Cost $79.33 Unrealized +122.5%
NKE NIKE INC 0.0%
Value ($000) $644 Shares 6,857 Est. Cost $48.88 Unrealized +61.2%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $624 Shares 578 Est. Cost $583.58 Unrealized +82.8%
IP INTL PAPER CO 0.0%
Value ($000) $608 Shares 14,540 Est. Cost $26.25 Unrealized +11.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $604 Shares 9,036 Est. Cost $44.78 Unrealized +21.4%
EFA ISHARES TR 0.0%
Value ($000) $562 Shares 8,615 Est. Cost $60.86 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $560 Shares 6,000 Est. Cost $40.35 Unrealized +86.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $537 Shares 2,940 Est. Cost $92.84 Unrealized +72.8%
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $527 Shares 19,263 Est. Cost $26.90 Unrealized
WMT WALMART INC 0.0%
Value ($000) $519 Shares 4,374 Est. Cost $20.80 Unrealized +65.6%
BARRICK GOLD CORPORATION 0.0%
Value ($000) $485 Shares 28,000 Est. Cost $13.72 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $482 Shares 17,200 Est. Cost $21.60 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $480 Shares 4,485 Est. Cost $50.62 Unrealized +78.8%
ALLEGHANY CORP DEL 0.0%
Value ($000) $477 Shares 598 Est. Cost $383.27 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $469 Shares 6,147 Est. Cost $45.45 Unrealized +43.0%
GLW CORNING INC 0.0%
Value ($000) $456 Shares 16,006 Est. Cost $10.91 Unrealized +129.1%
PFF ISHARES TR 0.0%
Value ($000) $447 Shares 11,900 Est. Cost $39.38 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $441 Shares 15,438 Est. Cost $51.20 Unrealized
SVB FINL GROUP 0.0%
Value ($000) $439 Shares 2,100 Est. Cost $110.48 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $433 Shares 1,952 Est. Cost $71.37 Unrealized +169.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $417 Shares 8,060 Est. Cost $67.80 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $389 Shares 3,817 Est. Cost $92.19 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $383 Shares 4,730 Est. Cost $78.18 Unrealized
BLACK KNIGHT INC 0.0%
Value ($000) $382 Shares 6,262 Est. Cost $44.14 Unrealized
HOLLYFRONTIER CORP 0.0%
Value ($000) $375 Shares 7,000 Est. Cost $36.00 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $370 Shares 3,920 Est. Cost $38.33 Unrealized +84.0%
SO SOUTHERN CO 0.0%
Value ($000) $369 Shares 5,978 Est. Cost $27.16 Unrealized +66.7%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $359 Shares 16,000 Est. Cost $32.71 Unrealized -36.4%
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $350 Shares 6,290 Est. Cost $34.44 Unrealized +63.7%
PGX INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $348 Shares 23,200 Est. Cost $14.56 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $344 Shares 8,549 Est. Cost $40.82 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $336 Shares 1,257 Est. Cost $34.67 Unrealized -9.7%
WELL WELLTOWER INC 0.0%
Value ($000) $330 Shares 3,640 Est. Cost $44.94 Unrealized +59.2%
TGT TARGET CORP 0.0%
Value ($000) $325 Shares 3,040 Est. Cost $60.69 Unrealized +32.4%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $324 Shares 2,040 Est. Cost $95.16 Unrealized +63.3%
LOW LOWES COS INC 0.0%
Value ($000) $316 Shares 2,870 Est. Cost $57.13 Unrealized +64.6%
LINDE PLC 0.0%
Value ($000) $302 Shares 1,560 Est. Cost $155.81 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $290 Shares 3,000 Est. Cost $15.27 Unrealized +42.0%
IWO ISHARES TR 0.0%
Value ($000) $276 Shares 1,431 Est. Cost $169.01 Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $273 Shares 15,535 Est. Cost $25.79 Unrealized -44.3%
PPL PPL CORP 0.0%
Value ($000) $271 Shares 8,600 Est. Cost $17.39 Unrealized +32.5%
IBB ISHARES TR 0.0%
Value ($000) $267 Shares 2,680 Est. Cost $161.04 Unrealized
AES AES CORP 0.0%
Value ($000) $264 Shares 16,181 Est. Cost $8.39 Unrealized +52.7%
HAL HALLIBURTON CO 0.0%
Value ($000) $261 Shares 13,860 Est. Cost $33.21 Unrealized -45.0%
AVANGRID INC 0.0%
Value ($000) $261 Shares 4,999 Est. Cost $42.81 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $258 Shares 9,238 Est. Cost $48.27 Unrealized -56.1%
RY ROYAL BK CDA MONTREAL QUE 0.0%
Value ($000) $253 Shares 3,115 Est. Cost $62.55 Unrealized +24.8%
HSY HERSHEY CO 0.0%
Value ($000) $251 Shares 1,622 Est. Cost $108.95 Unrealized +19.5%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $249 Shares 6,502 Est. Cost $46.53 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $243 Shares 800 Est. Cost $254.40 Unrealized +15.9%
IWF ISHARES TR 0.0%
Value ($000) $240 Shares 1,505 Est. Cost $89.42 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $237 Shares 5,000 Est. Cost $47.20 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $236 Shares 200 Est. Cost $1047.93 Unrealized +8.4%
BIDU BAIDU INC 0.0%
Value ($000) $227 Shares 2,207 Est. Cost $164.77 Unrealized
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $226 Shares 850 Est. Cost $208.75 Unrealized +5.8%
CBT CABOT CORP 0.0%
Value ($000) $218 Shares 4,800 Est. Cost $38.15 Unrealized -3.3%
RWR SPDR SERIES TRUST 0.0%
Value ($000) $211 Shares 2,015 Est. Cost $104.71 Unrealized
IRM IRON MTN INC NEW 0.0%
Value ($000) $205 Shares 6,331 Est. Cost $22.54 Unrealized 0.0%
BUCKEYE PARTNERS L P 0.0%
Value ($000) $201 Shares 4,900 Est. Cost $41.02 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $201 Shares 4,399 Est. Cost $44.47 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $102 Shares 11,415 Est. Cost $23.46 Unrealized
ENCANA CORP 0.0%
Value ($000) $54 Shares 11,800 Est. Cost $11.94 Unrealized
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $32 Shares 10,618 Est. Cost $10.92 Unrealized -71.7%
CONTRAFECT CORP 0.0%
Value ($000) $5 Shares 15,000 Est. Cost $4.47 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $3 Shares 400 Est. Cost $23.71 Unrealized +111.9%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $1 Shares 600 Est. Cost $25.79 Unrealized -44.3%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $1 Shares 300 Est. Cost $35.84 Unrealized +2.6%
T AT&T INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $14.60 Unrealized +16.5%
WMT WALMART INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $20.80 Unrealized +65.6%