Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 25, 2014

Total Value ($000): $246,657 (100.0% shares, 0.0% debt)

Holdings (185)

MRK MERCK & CO INC 3.6%
Value ($000) $8,814 Shares 152,363 Est. Cost $31.29 Unrealized +21.3%
AAPL APPLE COMPUTER INC 3.4%
Value ($000) $8,429 Shares 90,708 Est. Cost $18.33 Unrealized +1.8%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $6,700 Shares 64,045 Est. Cost $65.75 Unrealized +11.3%
ERIE ERIE INDEMNITY CO CL A 2.6%
Value ($000) $6,460 Shares 85,838 Est. Cost $53.36 Unrealized +5.3%
GENERAL ELECTRIC COMPANY 2.6%
Value ($000) $6,456 Shares 245,676 Est. Cost $27.99 Unrealized
INTC INTEL CORP 2.6%
Value ($000) $6,340 Shares 205,178 Est. Cost $17.94 Unrealized +15.3%
MSFT MICROSOFT CORP 2.6%
Value ($000) $6,333 Shares 151,875 Est. Cost $30.03 Unrealized +13.1%
DIS DISNEY WALT HLDG CO 2.5%
Value ($000) $6,209 Shares 72,421 Est. Cost $61.69 Unrealized +19.1%
XOM EXXON MOBIL CORPORATION 1.9%
Value ($000) $4,648 Shares 46,163 Est. Cost $55.98 Unrealized +10.5%
MCD MC DONALDS CORP 1.9%
Value ($000) $4,598 Shares 45,644 Est. Cost $70.01 Unrealized +6.8%
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $4,425 Shares 178,059 Est. Cost $15.21 Unrealized +9.5%
CVX CHEVRONTEXACO CORP 1.7%
Value ($000) $4,144 Shares 31,743 Est. Cost $72.49 Unrealized +4.7%
BRK/B BERKSHIRE HATHAWAY CL B 1.6%
Value ($000) $3,827 Shares 30,242 Est. Cost $115.78 Unrealized +9.3%
DOW CHEMICAL COMPANY 1.5%
Value ($000) $3,743 Shares 72,744 Est. Cost $44.40 Unrealized
F FORD MOTOR COMPANY 1.4%
Value ($000) $3,573 Shares 207,274 Est. Cost $8.96 Unrealized -1.1%
COP CONOCOPHILLIPS 1.4%
Value ($000) $3,461 Shares 40,366 Est. Cost $48.28 Unrealized +10.5%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $3,446 Shares 43,845 Est. Cost $57.98 Unrealized +0.5%
QCOM QUALCOMM INC 1.3%
Value ($000) $3,200 Shares 40,400 Est. Cost $50.49 Unrealized +13.5%
CAT CATERPILLAR INC 1.3%
Value ($000) $3,178 Shares 29,246 Est. Cost $62.67 Unrealized +24.5%
NKE NIKE INC CLASS B 1.3%
Value ($000) $3,125 Shares 40,293 Est. Cost $32.86 Unrealized -2.2%
KO COCA COLA COMPANY 1.2%
Value ($000) $3,083 Shares 72,788 Est. Cost $26.93 Unrealized +4.4%
EMR EMERSON ELECTRIC CO 1.2%
Value ($000) $2,865 Shares 43,169 Est. Cost $48.18 Unrealized +2.0%
PEP PEPSICO INCORPORATED 1.1%
Value ($000) $2,731 Shares 30,564 Est. Cost $57.72 Unrealized +5.5%
PFE PFIZER INCORPORATED 1.1%
Value ($000) $2,677 Shares 90,198 Est. Cost $17.64 Unrealized -0.5%
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $2,657 Shares 54,292 Est. Cost $26.52 Unrealized +1.1%
HD HOME DEPOT INC 1.0%
Value ($000) $2,589 Shares 31,976 Est. Cost $58.72 Unrealized +2.4%
SBUX STARBUCKS CORP 1.0%
Value ($000) $2,570 Shares 33,214 Est. Cost $31.21 Unrealized -7.5%
GLW CORNING INC 1.0%
Value ($000) $2,547 Shares 116,050 Est. Cost $12.05 Unrealized +30.1%
IBM INTL BUSINESS MACHINES 1.0%
Value ($000) $2,446 Shares 13,495 Est. Cost $106.43 Unrealized +5.5%
V VISA 1.0%
Value ($000) $2,397 Shares 11,375 Est. Cost $46.44 Unrealized +3.7%
WALGREEN COMPANY 0.9%
Value ($000) $2,323 Shares 31,332 Est. Cost $57.45 Unrealized
ROYAL DUTCH SHELL A ADRF 0.9%
Value ($000) $2,240 Shares 27,190 Est. Cost $73.23 Unrealized
GM GENERAL MOTORS CORP 0.9%
Value ($000) $2,164 Shares 59,627 Est. Cost $28.01 Unrealized -6.1%
T AT&T INC 0.9%
Value ($000) $2,161 Shares 61,108 Est. Cost $11.15 Unrealized +5.6%
SPY S P D R TRUST UNIT SR 0.9%
Value ($000) $2,148 Shares 10,973 Est. Cost $185.57 Unrealized
TGT TARGET CORPORATION 0.8%
Value ($000) $2,079 Shares 35,882 Est. Cost $43.80 Unrealized -4.9%
SYK STRYKER CORP 0.8%
Value ($000) $1,983 Shares 23,516 Est. Cost $63.06 Unrealized +12.8%
UPS UNITED PARCEL SERVICE B 0.8%
Value ($000) $1,980 Shares 19,289 Est. Cost $64.45 Unrealized +3.3%
AMGN AMGEN INCORPORATED 0.8%
Value ($000) $1,921 Shares 16,230 Est. Cost $82.28 Unrealized +1.3%
INTL GAME TECHNOLOGY 0.8%
Value ($000) $1,917 Shares 120,498 Est. Cost $16.33 Unrealized
HOLLYFRONTIER CORP 0.8%
Value ($000) $1,913 Shares 43,788 Est. Cost $49.60 Unrealized
GOOGLE INC CLASS A 0.7%
Value ($000) $1,773 Shares 3,033 Est. Cost $1120.85 Unrealized
GOOGLE INC CLASS C 0.7%
Value ($000) $1,768 Shares 3,073 Est. Cost $575.33 Unrealized
WHOLE FOODS MKT INC 0.7%
Value ($000) $1,748 Shares 45,240 Est. Cost $38.64 Unrealized
RCI ROGERS COMMUN INC CL B 0.7%
Value ($000) $1,735 Shares 43,115 Est. Cost $40.77 Unrealized -0.7%
WFC WELLS FARGO & CO NEW 0.7%
Value ($000) $1,658 Shares 31,549 Est. Cost $30.76 Unrealized +18.0%
AEP AMER ELECTRIC PWR CO INC 0.7%
Value ($000) $1,648 Shares 29,549 Est. Cost $30.04 Unrealized +16.2%
DU PONT E I DE NEMOUR&CO 0.7%
Value ($000) $1,643 Shares 25,103 Est. Cost $65.00 Unrealized
SO THE SOUTHERN COMPANY 0.6%
Value ($000) $1,599 Shares 35,245 Est. Cost $25.33 Unrealized +6.5%
POTASH CORP SASK INC 0.6%
Value ($000) $1,541 Shares 40,590 Est. Cost $33.04 Unrealized
KRAFT FOODS GROUP 0.6%
Value ($000) $1,541 Shares 25,703 Est. Cost $53.97 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,523 Shares 26,978 Est. Cost $30.39 Unrealized +8.5%
JPM MORGAN J P & CO INC 0.6%
Value ($000) $1,503 Shares 26,091 Est. Cost $39.70 Unrealized +3.8%
FCX FREEPORT MCMORN CP&GLD B 0.6%
Value ($000) $1,494 Shares 40,939 Est. Cost $30.06 Unrealized -1.7%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $1,423 Shares 35,105 Est. Cost $28.79 Unrealized +20.4%
MEDTRONIC INC 0.6%
Value ($000) $1,405 Shares 22,038 Est. Cost $57.38 Unrealized
APACHE 0.6%
Value ($000) $1,404 Shares 13,958 Est. Cost $85.97 Unrealized
EBAY EBAY INC 0.6%
Value ($000) $1,400 Shares 27,957 Est. Cost $19.70 Unrealized -1.6%
AXP AMERICAN EXPRESS COMPANY 0.6%
Value ($000) $1,377 Shares 14,510 Est. Cost $69.27 Unrealized +10.3%
BA BOEING CO 0.6%
Value ($000) $1,357 Shares 10,665 Est. Cost $110.94 Unrealized +1.5%
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $1,338 Shares 11,586 Est. Cost $113.76 Unrealized
B E AEROSPACE INC 0.5%
Value ($000) $1,330 Shares 14,375 Est. Cost $87.28 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.5%
Value ($000) $1,323 Shares 15,115 Est. Cost $59.45 Unrealized +10.1%
TIME WARNER INCORPORATED 0.5%
Value ($000) $1,265 Shares 18,014 Est. Cost $69.72 Unrealized
HON HONEYWELL INTERNATIONAL 0.5%
Value ($000) $1,251 Shares 13,458 Est. Cost $60.82 Unrealized +8.0%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $1,204 Shares 33,200 Est. Cost $18.81 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $1,158 Shares 75,337 Est. Cost $11.77 Unrealized +4.0%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $1,153 Shares 11,561 Est. Cost $66.84 Unrealized +11.9%
DEO DIAGEO PLC NEW ADR 0.5%
Value ($000) $1,150 Shares 9,036 Est. Cost $132.41 Unrealized
WASTE MANAGEMENT 0.4%
Value ($000) $1,097 Shares 24,520 Est. Cost $42.07 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $1,067 Shares 22,647 Est. Cost $37.60 Unrealized -5.8%
HEWLETT-PACKARD COMPANY 0.4%
Value ($000) $1,059 Shares 31,432 Est. Cost $28.50 Unrealized
E M C CORP MASS 0.4%
Value ($000) $1,034 Shares 39,251 Est. Cost $25.29 Unrealized
EXPRESS SCRIPTS INC 0.4%
Value ($000) $1,001 Shares 14,431 Est. Cost $70.24 Unrealized
DUK DUKE ENERGY CORPORATION 0.4%
Value ($000) $984 Shares 13,262 Est. Cost $42.35 Unrealized +5.1%
INGN INOGEN INC 0.4%
Value ($000) $943 Shares 41,800 Est. Cost $16.57 Unrealized 0.0%
XEROX CORP 0.4%
Value ($000) $928 Shares 74,561 Est. Cost $12.12 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $907 Shares 18,698 Est. Cost $34.16 Unrealized -1.9%
VWO VANGUARD INTL EQUITY INDEX 0.4%
Value ($000) $878 Shares 20,359 Est. Cost $43.13 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $874 Shares 16,289 Est. Cost $19.78 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $867 Shares 21,202 Est. Cost $29.23 Unrealized +7.7%
SYY SYSCO CORPORATION 0.3%
Value ($000) $861 Shares 22,990 Est. Cost $24.38 Unrealized +10.4%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $849 Shares 7,197 Est. Cost $65.05 Unrealized +15.1%
TOTAL S A ADR 0.3%
Value ($000) $829 Shares 11,480 Est. Cost $61.46 Unrealized
CLX CLOROX COMPANY 0.3%
Value ($000) $824 Shares 9,010 Est. Cost $63.85 Unrealized +1.0%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $823 Shares 9,931 Est. Cost $49.87 Unrealized +8.4%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $813 Shares 21,624 Est. Cost $25.52 Unrealized +10.9%
AMZN AMAZON COM INC 0.3%
Value ($000) $782 Shares 2,409 Est. Cost $17.98 Unrealized -12.0%
KELLOGG COMPANY 0.3%
Value ($000) $777 Shares 11,823 Est. Cost $37.78 Unrealized +10.5%
RL POLO RALPH LAUREN CL A 0.3%
Value ($000) $737 Shares 4,585 Est. Cost $128.18 Unrealized -3.9%
GIS GENERAL MILLS INC 0.3%
Value ($000) $726 Shares 13,818 Est. Cost $32.95 Unrealized +8.6%
VOD VODAFONE AIRTOUCH ADR 0.3%
Value ($000) $726 Shares 21,748 Est. Cost $35.97 Unrealized
WU WESTERN UNION COMPANY 0.3%
Value ($000) $715 Shares 41,210 Est. Cost $17.25 Unrealized
DECK DECKERS OUTDOOR CORP 0.3%
Value ($000) $715 Shares 8,282 Est. Cost $12.33 Unrealized +7.7%
CELGENE CORP 0.3%
Value ($000) $671 Shares 7,809 Est. Cost $132.70 Unrealized
MO ALTRIA (PHILLIP MORRIS) 0.3%
Value ($000) $665 Shares 15,850 Est. Cost $17.15 Unrealized +12.0%
BAKER HUGHES INC 0.3%
Value ($000) $644 Shares 8,650 Est. Cost $65.49 Unrealized
SONY SONY CORP ADR NEW 0.3%
Value ($000) $643 Shares 38,340 Est. Cost $18.03 Unrealized
DIEBOLD INCORPORATED 0.3%
Value ($000) $629 Shares 15,658 Est. Cost $36.16 Unrealized
DIRECTV GROUP INC 0.3%
Value ($000) $628 Shares 7,385 Est. Cost $72.43 Unrealized
AIG AMERICAN INTL GROUP INC 0.3%
Value ($000) $623 Shares 11,417 Est. Cost $37.86 Unrealized +6.7%
VB VANGUARD SMALL CAP 0.3%
Value ($000) $620 Shares 5,293 Est. Cost $112.51 Unrealized
ALCOA INC 0.2%
Value ($000) $594 Shares 39,917 Est. Cost $10.63 Unrealized
DE DEERE & CO 0.2%
Value ($000) $591 Shares 6,525 Est. Cost $68.26 Unrealized +8.6%
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $579 Shares 8,490 Est. Cost $48.40 Unrealized +5.8%
GPC GENUINE PARTS CO 0.2%
Value ($000) $553 Shares 6,300 Est. Cost $57.23 Unrealized +7.7%
LLY LILLY ELI & COMPANY 0.2%
Value ($000) $545 Shares 8,766 Est. Cost $39.58 Unrealized +21.3%
GLAXOSMITHKLINE PLC ADRF 0.2%
Value ($000) $541 Shares 10,117 Est. Cost $53.40 Unrealized
ALEXION PHARMA INC 0.2%
Value ($000) $536 Shares 3,430 Est. Cost $132.98 Unrealized
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $529 Shares 9,155 Est. Cost $35.92 Unrealized +1.4%
SEAGATE TECHNOLOGY PLC 0.2%
Value ($000) $503 Shares 8,850 Est. Cost $56.15 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $501 Shares 6,679 Est. Cost $20.35 Unrealized +0.9%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $501 Shares 4,506 Est. Cost $66.36 Unrealized +8.1%
CHICAGO BRIDGE & IRON 0.2%
Value ($000) $496 Shares 7,280 Est. Cost $76.61 Unrealized
DR PEPPER SNAPPLE GROUP 0.2%
Value ($000) $471 Shares 8,044 Est. Cost $48.75 Unrealized
PSX PHILLIPS 0.2%
Value ($000) $468 Shares 5,824 Est. Cost $44.85 Unrealized +20.8%
LZB LA-Z-BOY INC 0.2%
Value ($000) $466 Shares 20,100 Est. Cost $25.93 Unrealized -4.6%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $460 Shares 9,415 Est. Cost $16.17 Unrealized +15.5%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $456 Shares 4,448 Est. Cost $63.37 Unrealized +4.4%
GT GOODYEAR TIRE & RUBBER 0.2%
Value ($000) $454 Shares 16,330 Est. Cost $25.59 Unrealized +2.0%
VXUS VANGUARD TOTAL INTL 0.2%
Value ($000) $454 Shares 8,365 Est. Cost $39.81 Unrealized
VO VANGUARD MID CAP 0.2%
Value ($000) $452 Shares 3,808 Est. Cost $110.08 Unrealized
CVS C V S CORP DEL 0.2%
Value ($000) $447 Shares 5,934 Est. Cost $51.33 Unrealized +6.9%
U S X-MARATHON GROUP 0.2%
Value ($000) $444 Shares 11,118 Est. Cost $35.30 Unrealized
KKR & CO LP 0.2%
Value ($000) $441 Shares 18,140 Est. Cost $24.35 Unrealized
UNILEVER PLC ADR NEW 0.2%
Value ($000) $439 Shares 9,685 Est. Cost $41.30 Unrealized
HSY HERSHEY COMPANY 0.2%
Value ($000) $437 Shares 4,488 Est. Cost $72.20 Unrealized +3.0%
MAT MATTEL INCORPORATED 0.2%
Value ($000) $431 Shares 11,059 Est. Cost $44.57 Unrealized -12.9%
GENL AMERN INVS 0.2%
Value ($000) $429 Shares 16,800 Est. Cost $25.48 Unrealized
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $422 Shares 20,850 Est. Cost $18.76 Unrealized
HARMAN INTL INDS INC 0.2%
Value ($000) $414 Shares 3,850 Est. Cost $81.88 Unrealized
ITC HOLDINGS CORP 0.2%
Value ($000) $407 Shares 11,170 Est. Cost $57.95 Unrealized
WPC W P CAREY & CO L L C 0.2%
Value ($000) $404 Shares 6,270 Est. Cost $61.40 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $400 Shares 3,475 Est. Cost $95.10 Unrealized -3.5%
EPD ENTERPRISE PRD PRTNRS LP 0.2%
Value ($000) $384 Shares 4,900 Est. Cost $66.33 Unrealized
D DOMINION RES INC VA NEW 0.2%
Value ($000) $378 Shares 5,280 Est. Cost $38.70 Unrealized +11.0%
MAS MASCO CORP 0.2%
Value ($000) $374 Shares 16,850 Est. Cost $15.53 Unrealized +2.2%
VARIAN MEDICAL SYSTEMS 0.2%
Value ($000) $370 Shares 4,445 Est. Cost $77.62 Unrealized
UAA UNDER ARMOUR INC CL A 0.2%
Value ($000) $370 Shares 6,225 Est. Cost $23.18 Unrealized +13.3%
AZN ASTRAZENECA PLC ADR 0.1%
Value ($000) $365 Shares 4,910 Est. Cost $59.30 Unrealized
CTSH COGNIZANT TECH SOL CL A 0.1%
Value ($000) $362 Shares 7,400 Est. Cost $42.34 Unrealized +2.1%
PBR/A PETROLEO BRASILEIRO ADRF 0.1%
Value ($000) $347 Shares 23,745 Est. Cost $13.32 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $342 Shares 4,319 Est. Cost $52.44 Unrealized +0.8%
SNY SANOFI AVENTIS ADR 0.1%
Value ($000) $340 Shares 6,403 Est. Cost $53.57 Unrealized
WYNN WYNN RESORTS 0.1%
Value ($000) $337 Shares 1,625 Est. Cost $139.98 Unrealized +24.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $332 Shares 3,935 Est. Cost $47.67 Unrealized +1.2%
ABBNY ABB LTD ADR 0.1%
Value ($000) $328 Shares 14,260 Est. Cost $26.58 Unrealized
NOK NOKIA CORP SPON ADR 0.1%
Value ($000) $322 Shares 42,632 Est. Cost $8.11 Unrealized
KINDER MORGAN ENERGY LP 0.1%
Value ($000) $320 Shares 3,890 Est. Cost $80.57 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $316 Shares 1,888 Est. Cost $130.16 Unrealized -1.1%
VEOEY VEOLIA ENVIRON ADR 0.1%
Value ($000) $314 Shares 16,505 Est. Cost $16.38 Unrealized
TECO ENERGY INC 0.1%
Value ($000) $311 Shares 16,815 Est. Cost $17.29 Unrealized
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $302 Shares 11,250 Est. Cost $15.26 Unrealized +45.1%
HYS PIMCO 0-5 YEAR HI YLD CORP BD 0.1%
Value ($000) $301 Shares 2,819 Est. Cost $106.66 Unrealized
JOHNSON CONTROLS INC 0.1%
Value ($000) $297 Shares 5,952 Est. Cost $51.24 Unrealized
QQXT FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $296 Shares 3,147 Est. Cost $94.06 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.1%
Value ($000) $295 Shares 3,510 Est. Cost $63.25 Unrealized
BMO BANK MONTREAL QUEBEC 0.1%
Value ($000) $288 Shares 3,920 Est. Cost $41.93 Unrealized +3.9%
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $286 Shares 4,875 Est. Cost $37.54 Unrealized +0.8%
TRV TRAVELERS GROUP INC 0.1%
Value ($000) $273 Shares 2,907 Est. Cost $66.77 Unrealized +5.6%
SEADRILL LIMITED 0.1%
Value ($000) $266 Shares 6,670 Est. Cost $39.88 Unrealized
VFC V F CORPORATION 0.1%
Value ($000) $262 Shares 4,160 Est. Cost $52.98 Unrealized +9.7%
AFL A F L A C INC 0.1%
Value ($000) $258 Shares 4,145 Est. Cost $24.61 Unrealized -3.8%
TEVA TEVA PHARM INDS LTD ADRF 0.1%
Value ($000) $245 Shares 4,665 Est. Cost $40.08 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $242 Shares 5,830 Est. Cost $29.42 Unrealized -2.1%
CEDAR FAIR L P DEP UTS 0.1%
Value ($000) $238 Shares 4,500 Est. Cost $49.55 Unrealized
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $237 Shares 3,025 Est. Cost $73.18 Unrealized +0.7%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $227 Shares 5,869 Est. Cost $32.87 Unrealized 0.0%
IP INTL PAPER CO 0.1%
Value ($000) $222 Shares 4,400 Est. Cost $27.05 Unrealized 0.0%
PRECISION CASTPARTS CORP 0.1%
Value ($000) $217 Shares 860 Est. Cost $269.77 Unrealized
DTE D T E ENERGY COMPANY 0.1%
Value ($000) $216 Shares 2,769 Est. Cost $39.45 Unrealized +11.2%
WAT WATERS CORP 0.1%
Value ($000) $215 Shares 2,056 Est. Cost $100.80 Unrealized +4.3%
SEE SEALED AIR CORP NEW 0.1%
Value ($000) $214 Shares 6,250 Est. Cost $24.99 Unrealized +9.3%
AQUA AMERICA INC 0.1%
Value ($000) $208 Shares 7,942 Est. Cost $23.54 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.1%
Value ($000) $205 Shares 7,925 Est. Cost $25.87 Unrealized
YAHOO! INC 0.1%
Value ($000) $201 Shares 5,731 Est. Cost $40.43 Unrealized
INVESCO VALUE MUNI INCM 0.1%
Value ($000) $150 Shares 10,000 Est. Cost $13.50 Unrealized
CR SUISSE ASSET MGMT FD 0.1%
Value ($000) $146 Shares 40,000 Est. Cost $3.55 Unrealized
PRANA BIOTECH LTD ADR 0.1%
Value ($000) $145 Shares 64,150 Est. Cost $6.77 Unrealized
AMERN EAGLE OUTFITRS NEW 0.0%
Value ($000) $118 Shares 10,500 Est. Cost $13.42 Unrealized
PUTNAM PREMIER INC TR 0.0%
Value ($000) $111 Shares 20,000 Est. Cost $5.45 Unrealized
ADAMS EXPRESS CO 0.0%
Value ($000) $110 Shares 8,000 Est. Cost $13.75 Unrealized
NUVEEN PFD INCOME OPPRTNY FD 0.0%
Value ($000) $97 Shares 10,000 Est. Cost $9.70 Unrealized
NUVEEN QUALITY PFD INCOME FD 0.0%
Value ($000) $90 Shares 10,000 Est. Cost $9.00 Unrealized
CAG CONAGRA FOODS INC 0.0%
Value ($000) $51 Shares 1,733 Est. Cost $16.30 Unrealized 0.0%