Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 17, 2014

Total Value ($000): $247,581 (100.0% shares, 0.0% debt)

Holdings (179)

MRK MERCK & CO INC 3.6%
Value ($000) $9,004 Shares 151,883 Est. Cost $31.29 Unrealized +25.8%
AAPL APPLE COMPUTER INC 3.6%
Value ($000) $8,794 Shares 87,285 Est. Cost $18.33 Unrealized +18.0%
MSFT MICROSOFT CORP 2.8%
Value ($000) $7,001 Shares 151,022 Est. Cost $30.03 Unrealized +25.4%
INTC INTEL CORP 2.8%
Value ($000) $6,903 Shares 198,255 Est. Cost $17.94 Unrealized +43.5%
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $6,843 Shares 64,196 Est. Cost $65.75 Unrealized +14.9%
ERIE ERIE INDEMNITY CO CL A 2.6%
Value ($000) $6,480 Shares 85,478 Est. Cost $53.36 Unrealized +8.4%
DIS DISNEY WALT HLDG CO 2.6%
Value ($000) $6,343 Shares 71,245 Est. Cost $61.69 Unrealized +28.6%
GENERAL ELECTRIC COMPANY 2.6%
Value ($000) $6,321 Shares 246,707 Est. Cost $27.99 Unrealized
DOW CHEMICAL COMPANY 2.5%
Value ($000) $6,159 Shares 117,440 Est. Cost $47.46 Unrealized
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $4,469 Shares 177,559 Est. Cost $15.21 Unrealized +16.4%
XOM EXXON MOBIL CORPORATION 1.8%
Value ($000) $4,356 Shares 46,319 Est. Cost $55.98 Unrealized +9.9%
MCD MC DONALDS CORP 1.7%
Value ($000) $4,314 Shares 45,499 Est. Cost $70.01 Unrealized +1.8%
BRK/B BERKSHIRE HATHAWAY CL B 1.7%
Value ($000) $4,179 Shares 30,252 Est. Cost $115.78 Unrealized +15.1%
MMM MINNESOTA MINING & MFG 1.7%
Value ($000) $4,159 Shares 29,357 Est. Cost $83.50 Unrealized 0.0%
CVX CHEVRONTEXACO CORP 1.5%
Value ($000) $3,793 Shares 31,788 Est. Cost $72.49 Unrealized +8.3%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $3,701 Shares 44,200 Est. Cost $57.98 Unrealized +3.0%
NKE NIKE INC CLASS B 1.4%
Value ($000) $3,485 Shares 39,064 Est. Cost $32.86 Unrealized +4.6%
KO COCA COLA COMPANY 1.3%
Value ($000) $3,162 Shares 74,113 Est. Cost $26.97 Unrealized +7.0%
COP CONOCOPHILLIPS 1.2%
Value ($000) $3,068 Shares 40,091 Est. Cost $48.28 Unrealized +17.4%
F FORD MOTOR COMPANY 1.2%
Value ($000) $3,064 Shares 207,182 Est. Cost $8.96 Unrealized +4.7%
QCOM QUALCOMM INC 1.2%
Value ($000) $3,030 Shares 40,530 Est. Cost $50.49 Unrealized +9.8%
HD HOME DEPOT INC 1.2%
Value ($000) $2,933 Shares 31,976 Est. Cost $58.72 Unrealized +11.9%
CAT CATERPILLAR INC 1.2%
Value ($000) $2,858 Shares 28,856 Est. Cost $62.67 Unrealized +26.5%
PEP PEPSICO INCORPORATED 1.1%
Value ($000) $2,846 Shares 30,571 Est. Cost $57.72 Unrealized +12.4%
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $2,770 Shares 55,405 Est. Cost $26.54 Unrealized +4.7%
PFE PFIZER INCORPORATED 1.1%
Value ($000) $2,698 Shares 91,232 Est. Cost $17.64 Unrealized -1.1%
IBM INTL BUSINESS MACHINES 1.1%
Value ($000) $2,676 Shares 14,098 Est. Cost $106.77 Unrealized +7.1%
EMR EMERSON ELECTRIC CO 1.1%
Value ($000) $2,665 Shares 42,584 Est. Cost $48.18 Unrealized -0.9%
SBUX STARBUCKS CORP 1.0%
Value ($000) $2,476 Shares 32,814 Est. Cost $31.21 Unrealized -1.1%
TGT TARGET CORPORATION 1.0%
Value ($000) $2,359 Shares 37,632 Est. Cost $43.77 Unrealized -1.2%
V VISA 0.9%
Value ($000) $2,320 Shares 10,875 Est. Cost $46.44 Unrealized +6.8%
AMGN AMGEN INCORPORATED 0.9%
Value ($000) $2,280 Shares 16,230 Est. Cost $82.28 Unrealized +14.9%
SPY S P D R TRUST UNIT SR 0.9%
Value ($000) $2,156 Shares 10,943 Est. Cost $185.57 Unrealized
T AT&T INC 0.9%
Value ($000) $2,149 Shares 60,995 Est. Cost $11.15 Unrealized +6.7%
ROYAL DUTCH SHELL A ADRF 0.8%
Value ($000) $2,057 Shares 27,025 Est. Cost $73.23 Unrealized
GLW CORNING INC 0.8%
Value ($000) $2,031 Shares 104,995 Est. Cost $12.05 Unrealized +28.4%
GM GENERAL MOTORS CORP 0.8%
Value ($000) $1,914 Shares 59,932 Est. Cost $28.01 Unrealized -5.4%
SYK STRYKER CORP 0.8%
Value ($000) $1,899 Shares 23,516 Est. Cost $63.06 Unrealized +14.1%
GOOGLE INC CLASS C 0.8%
Value ($000) $1,861 Shares 3,223 Est. Cost $575.43 Unrealized
GOOGLE INC CLASS A 0.8%
Value ($000) $1,859 Shares 3,160 Est. Cost $1099.44 Unrealized
WALGREEN COMPANY 0.8%
Value ($000) $1,857 Shares 31,332 Est. Cost $57.45 Unrealized
UPS UNITED PARCEL SERVICE B 0.7%
Value ($000) $1,798 Shares 18,289 Est. Cost $64.45 Unrealized +2.9%
DU PONT E I DE NEMOUR&CO 0.7%
Value ($000) $1,761 Shares 24,534 Est. Cost $65.00 Unrealized
WHOLE FOODS MARKET INC 0.7%
Value ($000) $1,724 Shares 45,241 Est. Cost $38.64 Unrealized
BA BOEING CO 0.6%
Value ($000) $1,589 Shares 12,475 Est. Cost $110.70 Unrealized -1.3%
SO THE SOUTHERN COMPANY 0.6%
Value ($000) $1,585 Shares 36,320 Est. Cost $25.38 Unrealized +6.8%
EBAY EBAY INC 0.6%
Value ($000) $1,583 Shares 27,957 Est. Cost $19.70 Unrealized +0.5%
JPM MORGAN J P & CO INC 0.6%
Value ($000) $1,572 Shares 26,091 Est. Cost $39.70 Unrealized +8.7%
AEP AMER ELECTRIC PWR CO INC 0.6%
Value ($000) $1,553 Shares 29,749 Est. Cost $30.04 Unrealized +17.6%
ABBV ABBVIE INC 0.6%
Value ($000) $1,547 Shares 26,778 Est. Cost $30.39 Unrealized +15.8%
KRAFT FOODS GROUP 0.6%
Value ($000) $1,503 Shares 26,651 Est. Cost $54.06 Unrealized
RCI ROGERS COMMUN INC CL B 0.6%
Value ($000) $1,435 Shares 38,345 Est. Cost $40.77 Unrealized -2.8%
MEDTRONIC INC 0.5%
Value ($000) $1,353 Shares 21,838 Est. Cost $57.38 Unrealized
ORCL ORACLE CORPORATION 0.5%
Value ($000) $1,344 Shares 35,105 Est. Cost $28.79 Unrealized +18.9%
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $1,319 Shares 25,424 Est. Cost $30.76 Unrealized +21.6%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $1,285 Shares 75,337 Est. Cost $11.77 Unrealized +6.8%
ITW ILLINOIS TOOL WORKS INC 0.5%
Value ($000) $1,276 Shares 15,115 Est. Cost $59.45 Unrealized +11.3%
TIME WARNER INCORPORATED 0.5%
Value ($000) $1,272 Shares 16,916 Est. Cost $69.72 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.5%
Value ($000) $1,270 Shares 14,510 Est. Cost $69.27 Unrealized +10.4%
B E AEROSPACE INC 0.5%
Value ($000) $1,265 Shares 15,075 Est. Cost $87.13 Unrealized
HOLLYFRONTIER CORP 0.5%
Value ($000) $1,226 Shares 28,078 Est. Cost $49.60 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $1,225 Shares 23,636 Est. Cost $37.59 Unrealized -0.4%
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $1,223 Shares 11,586 Est. Cost $113.76 Unrealized
HON HONEYWELL INTERNATIONAL 0.5%
Value ($000) $1,193 Shares 12,808 Est. Cost $60.82 Unrealized +10.3%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $1,175 Shares 10,841 Est. Cost $66.84 Unrealized +20.2%
HEWLETT-PACKARD COMPANY 0.5%
Value ($000) $1,150 Shares 32,432 Est. Cost $28.71 Unrealized
E M C CORP MASS 0.5%
Value ($000) $1,144 Shares 39,101 Est. Cost $25.29 Unrealized
EXPRESS SCRIPTS INC 0.4%
Value ($000) $1,090 Shares 15,431 Est. Cost $70.27 Unrealized
POTASH CORP SASK INC 0.4%
Value ($000) $1,073 Shares 31,045 Est. Cost $33.04 Unrealized
FCX FREEPORT MCMORN CP&GLD B 0.4%
Value ($000) $1,060 Shares 32,479 Est. Cost $30.06 Unrealized +5.2%
WASTE MANAGEMENT 0.4%
Value ($000) $1,058 Shares 22,250 Est. Cost $42.07 Unrealized
DEO DIAGEO PLC NEW ADR 0.4%
Value ($000) $1,043 Shares 9,036 Est. Cost $132.41 Unrealized
AIG AMERICAN INTL GROUP INC 0.4%
Value ($000) $999 Shares 18,487 Est. Cost $39.36 Unrealized +6.2%
DUK DUKE ENERGY CORPORATION 0.4%
Value ($000) $992 Shares 13,262 Est. Cost $42.35 Unrealized +7.8%
APACHE 0.4%
Value ($000) $986 Shares 10,499 Est. Cost $85.97 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $957 Shares 18,698 Est. Cost $34.16 Unrealized +0.2%
XEROX CORP 0.4%
Value ($000) $911 Shares 68,861 Est. Cost $12.12 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $882 Shares 21,202 Est. Cost $29.23 Unrealized +16.7%
CLX CLOROX COMPANY 0.4%
Value ($000) $882 Shares 9,185 Est. Cost $63.88 Unrealized +2.8%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $876 Shares 16,289 Est. Cost $19.78 Unrealized +7.0%
INTL GAME TECHNOLOGY 0.4%
Value ($000) $870 Shares 51,573 Est. Cost $16.33 Unrealized
SYY SYSCO CORPORATION 0.3%
Value ($000) $859 Shares 22,640 Est. Cost $24.38 Unrealized +13.1%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $858 Shares 8,056 Est. Cost $49.87 Unrealized +36.4%
VWO VANGUARD EMERGING MARKET 0.3%
Value ($000) $857 Shares 20,552 Est. Cost $43.13 Unrealized
INGN INOGEN INC 0.3%
Value ($000) $836 Shares 40,550 Est. Cost $16.57 Unrealized +22.6%
RL POLO RALPH LAUREN CL A 0.3%
Value ($000) $792 Shares 4,810 Est. Cost $128.36 Unrealized +2.8%
VOD VODAFONE AIRTOUCH ADR 0.3%
Value ($000) $778 Shares 23,649 Est. Cost $35.72 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $777 Shares 2,409 Est. Cost $17.98 Unrealized -7.5%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $752 Shares 7,397 Est. Cost $65.44 Unrealized +21.5%
PSX PHILLIPS 0.3%
Value ($000) $750 Shares 9,224 Est. Cost $48.63 Unrealized +13.3%
TOTAL S A ADR 0.3%
Value ($000) $740 Shares 11,480 Est. Cost $61.46 Unrealized
SONY SONY CORP ADR NEW 0.3%
Value ($000) $738 Shares 40,890 Est. Cost $18.03 Unrealized
MO ALTRIA (PHILLIP MORRIS) 0.3%
Value ($000) $728 Shares 15,850 Est. Cost $17.15 Unrealized +20.6%
KELLOGG COMPANY 0.3%
Value ($000) $728 Shares 11,823 Est. Cost $37.78 Unrealized +7.3%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $723 Shares 21,094 Est. Cost $25.52 Unrealized +10.9%
ALCOA INC 0.3%
Value ($000) $707 Shares 43,917 Est. Cost $11.13 Unrealized
DECK DECKERS OUTDOOR CORP 0.3%
Value ($000) $703 Shares 7,232 Est. Cost $12.33 Unrealized +23.9%
GIS GENERAL MILLS INC 0.3%
Value ($000) $697 Shares 13,818 Est. Cost $32.95 Unrealized +7.6%
WU WESTERN UNION COMPANY 0.3%
Value ($000) $651 Shares 40,570 Est. Cost $17.25 Unrealized
CELGENE CORP 0.3%
Value ($000) $643 Shares 6,789 Est. Cost $132.70 Unrealized
KMI KINDER MORGAN INC 0.3%
Value ($000) $620 Shares 16,175 Est. Cost $18.81 Unrealized +13.9%
DIEBOLD INCORPORATED 0.2%
Value ($000) $595 Shares 16,858 Est. Cost $36.10 Unrealized
VB VANGUARD SMALL CAP 0.2%
Value ($000) $586 Shares 5,293 Est. Cost $112.51 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $568 Shares 6,475 Est. Cost $57.37 Unrealized +9.1%
LLY LILLY ELI & COMPANY 0.2%
Value ($000) $568 Shares 8,766 Est. Cost $39.58 Unrealized +29.8%
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $554 Shares 8,490 Est. Cost $48.40 Unrealized +4.7%
DE DEERE & CO 0.2%
Value ($000) $549 Shares 6,700 Est. Cost $68.29 Unrealized +1.6%
DIRECTV GROUP INC 0.2%
Value ($000) $525 Shares 6,070 Est. Cost $72.43 Unrealized
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $508 Shares 8,970 Est. Cost $35.92 Unrealized +4.3%
CVS C V S CORP DEL 0.2%
Value ($000) $492 Shares 6,184 Est. Cost $51.58 Unrealized +11.4%
CTSH COGNIZANT TECH SOL CL A 0.2%
Value ($000) $491 Shares 10,975 Est. Cost $42.14 Unrealized -1.0%
ALEXION PHARMA INC 0.2%
Value ($000) $486 Shares 2,930 Est. Cost $132.98 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $485 Shares 4,506 Est. Cost $66.36 Unrealized +6.8%
CHICAGO BRIDGE & IRON 0.2%
Value ($000) $480 Shares 8,305 Est. Cost $74.29 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $475 Shares 6,217 Est. Cost $20.35 Unrealized -0.2%
GLAXOSMITHKLINE PLC ADRF 0.2%
Value ($000) $461 Shares 10,027 Est. Cost $53.40 Unrealized
BAKER HUGHES INC 0.2%
Value ($000) $459 Shares 7,050 Est. Cost $65.49 Unrealized
VO VANGUARD MID CAP 0.2%
Value ($000) $447 Shares 3,808 Est. Cost $110.08 Unrealized
GENL AMERN INVS 0.2%
Value ($000) $447 Shares 17,375 Est. Cost $25.48 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $445 Shares 9,415 Est. Cost $16.17 Unrealized +16.7%
SEAGATE TECHNOLOGY PLC 0.2%
Value ($000) $435 Shares 7,600 Est. Cost $56.15 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $435 Shares 3,475 Est. Cost $95.10 Unrealized +2.1%
VXUS VANGUARD TOTAL INTL ETF 0.2%
Value ($000) $431 Shares 8,458 Est. Cost $39.93 Unrealized
UAA UNDER ARMOUR INC CL A 0.2%
Value ($000) $430 Shares 6,225 Est. Cost $23.18 Unrealized +43.9%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $428 Shares 4,450 Est. Cost $63.37 Unrealized +7.4%
HSY HERSHEY COMPANY 0.2%
Value ($000) $428 Shares 4,488 Est. Cost $72.20 Unrealized -2.2%
U S X-MARATHON GROUP 0.2%
Value ($000) $418 Shares 11,118 Est. Cost $35.30 Unrealized
UNILEVER PLC ADR NEW 0.2%
Value ($000) $406 Shares 9,685 Est. Cost $41.30 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $401 Shares 4,810 Est. Cost $47.71 Unrealized +0.4%
DR PEPPER SNAPPLE GROUP 0.2%
Value ($000) $400 Shares 6,219 Est. Cost $48.75 Unrealized
ITC HOLDINGS CORP 0.2%
Value ($000) $398 Shares 11,170 Est. Cost $57.95 Unrealized
WPC W P CAREY & CO L L C 0.2%
Value ($000) $389 Shares 6,095 Est. Cost $61.40 Unrealized
LZB LA-Z-BOY INC 0.2%
Value ($000) $383 Shares 19,350 Est. Cost $25.93 Unrealized -16.3%
EPD ENTERPRISE PRD PRTNRS LP 0.2%
Value ($000) $382 Shares 9,480 Est. Cost $53.75 Unrealized
MAS MASCO CORP 0.2%
Value ($000) $379 Shares 15,850 Est. Cost $15.53 Unrealized +7.5%
GT GOODYEAR TIRE & RUBBER 0.1%
Value ($000) $369 Shares 16,330 Est. Cost $25.59 Unrealized +0.3%
NOK NOKIA CORP SPON ADR 0.1%
Value ($000) $361 Shares 42,632 Est. Cost $8.11 Unrealized
SNY SANOFI AVENTIS ADR 0.1%
Value ($000) $361 Shares 6,403 Est. Cost $53.57 Unrealized
BED BATH & BEYOND 0.1%
Value ($000) $358 Shares 5,440 Est. Cost $65.81 Unrealized
VARIAN MEDICAL SYSTEMS 0.1%
Value ($000) $356 Shares 4,445 Est. Cost $77.62 Unrealized
TJX T J X COS INC 0.1%
Value ($000) $350 Shares 5,920 Est. Cost $24.12 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $347 Shares 1,888 Est. Cost $130.16 Unrealized +8.0%
KKR & CO LP 0.1%
Value ($000) $340 Shares 15,265 Est. Cost $24.35 Unrealized
MAT MATTEL INCORPORATED 0.1%
Value ($000) $339 Shares 11,059 Est. Cost $44.57 Unrealized -20.6%
HARMAN INTL INDS INC 0.1%
Value ($000) $338 Shares 3,450 Est. Cost $81.88 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $325 Shares 19,850 Est. Cost $18.76 Unrealized
ABBNY ABB LTD ADR 0.1%
Value ($000) $320 Shares 14,295 Est. Cost $26.58 Unrealized
AZN ASTRAZENECA PLC ADR 0.1%
Value ($000) $308 Shares 4,310 Est. Cost $59.30 Unrealized
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $304 Shares 9,000 Est. Cost $15.26 Unrealized +76.3%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $303 Shares 4,380 Est. Cost $38.70 Unrealized +10.2%
MAGELLAN MIDSTREAM PARTNERS 0.1%
Value ($000) $295 Shares 3,510 Est. Cost $63.25 Unrealized
HYS PIMCO 0-5 YEAR HI YLD CORP BD 0.1%
Value ($000) $295 Shares 2,842 Est. Cost $106.66 Unrealized
KINDER MORGAN ENERGY LP 0.1%
Value ($000) $292 Shares 3,130 Est. Cost $80.57 Unrealized
TECO ENERGY INC 0.1%
Value ($000) $292 Shares 16,815 Est. Cost $17.29 Unrealized
VEOEY VEOLIA ENVIRON ADR 0.1%
Value ($000) $290 Shares 16,505 Est. Cost $16.38 Unrealized
BMO BANK MONTREAL QUEBEC 0.1%
Value ($000) $289 Shares 3,920 Est. Cost $41.93 Unrealized +13.2%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $284 Shares 3,419 Est. Cost $52.44 Unrealized +7.3%
VFC V F CORPORATION 0.1%
Value ($000) $275 Shares 4,160 Est. Cost $52.98 Unrealized +12.9%
TRV TRAVELERS GROUP INC 0.1%
Value ($000) $273 Shares 2,907 Est. Cost $66.77 Unrealized +8.6%
TEVA TEVA PHARM INDS LTD ADRF 0.1%
Value ($000) $251 Shares 4,665 Est. Cost $40.08 Unrealized
JOHNSON CONTROLS INC 0.1%
Value ($000) $250 Shares 5,690 Est. Cost $51.24 Unrealized
COACH INC 0.1%
Value ($000) $245 Shares 6,870 Est. Cost $35.66 Unrealized
AFL A F L A C INC 0.1%
Value ($000) $241 Shares 4,145 Est. Cost $24.61 Unrealized -5.6%
PAYX PAYCHEX INC 0.1%
Value ($000) $236 Shares 5,345 Est. Cost $29.42 Unrealized +1.1%
BOH BANK OF HAWAII CORP 0.1%
Value ($000) $232 Shares 4,075 Est. Cost $37.54 Unrealized +3.0%
WYNN WYNN RESORTS 0.1%
Value ($000) $229 Shares 1,225 Est. Cost $139.98 Unrealized +19.0%
HAS HASBRO INC 0.1%
Value ($000) $221 Shares 4,025 Est. Cost $36.34 Unrealized 0.0%
CEDAR FAIR L P DEP UTS 0.1%
Value ($000) $213 Shares 4,500 Est. Cost $49.55 Unrealized
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $212 Shares 3,025 Est. Cost $73.18 Unrealized +0.1%
SEE SEALED AIR CORP NEW 0.1%
Value ($000) $211 Shares 6,050 Est. Cost $24.99 Unrealized +14.9%
DTE D T E ENERGY COMPANY 0.1%
Value ($000) $211 Shares 2,769 Est. Cost $39.45 Unrealized +11.9%
PRECISION CASTPARTS CORP 0.1%
Value ($000) $204 Shares 860 Est. Cost $269.77 Unrealized
WAT WATERS CORP 0.1%
Value ($000) $204 Shares 2,056 Est. Cost $100.80 Unrealized +2.3%
INVESCO VALUE MUNI INCM 0.1%
Value ($000) $152 Shares 10,000 Est. Cost $13.50 Unrealized
PRANA BIOTECH LTD ADR 0.1%
Value ($000) $137 Shares 64,150 Est. Cost $6.77 Unrealized
CR SUISSE ASSET MGMT FD 0.1%
Value ($000) $137 Shares 40,000 Est. Cost $3.55 Unrealized
PUTNAM PREMIER INC TR 0.0%
Value ($000) $110 Shares 20,000 Est. Cost $5.45 Unrealized
NUVEEN PFD INC OPPTY FD 0.0%
Value ($000) $92 Shares 10,000 Est. Cost $9.70 Unrealized
NUVEEN QUAL PFD INC FD 0.0%
Value ($000) $87 Shares 10,000 Est. Cost $8.70 Unrealized