Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 11, 2015

Total Value ($000): $262,688 (100.0% shares, 0.0% debt)

Holdings (193)

AAPL Apple Computer Inc 4.2%
Value ($000) $10,917 Shares 87,040 Est. Cost $18.33 Unrealized +55.7%
DIS Disney Walt Hldg Co 3.3%
Value ($000) $8,548 Shares 74,891 Est. Cost $63.13 Unrealized +58.4%
MRK Merck & Co Inc 3.2%
Value ($000) $8,428 Shares 148,043 Est. Cost $31.29 Unrealized +28.6%
General Electric Company 2.6%
Value ($000) $6,922 Shares 260,554 Est. Cost $27.80 Unrealized
Dow Chemical Company 2.6%
Value ($000) $6,807 Shares 133,043 Est. Cost $47.35 Unrealized
ERIE Erie Indemnity Co Cl A 2.6%
Value ($000) $6,760 Shares 82,375 Est. Cost $53.36 Unrealized +22.0%
MSFT Microsoft Corp 2.4%
Value ($000) $6,391 Shares 144,760 Est. Cost $30.03 Unrealized +30.8%
JNJ Johnson & Johnson 2.4%
Value ($000) $6,239 Shares 64,020 Est. Cost $65.75 Unrealized +13.3%
INTC Intel Corp 2.2%
Value ($000) $5,699 Shares 187,382 Est. Cost $17.94 Unrealized +39.9%
MMM Minnesota Mining & Mfg 1.7%
Value ($000) $4,446 Shares 28,816 Est. Cost $83.50 Unrealized +13.6%
NKE Nike Inc Class B 1.7%
Value ($000) $4,445 Shares 41,151 Est. Cost $33.45 Unrealized +33.9%
CSCO Cisco Systems Inc 1.7%
Value ($000) $4,336 Shares 157,919 Est. Cost $15.21 Unrealized +35.7%
BRK/B Berkshire Hathaway Cl B 1.6%
Value ($000) $4,269 Shares 31,366 Est. Cost $116.94 Unrealized +22.0%
XOM Exxon Mobil Corporation 1.6%
Value ($000) $4,075 Shares 48,982 Est. Cost $56.02 Unrealized -3.1%
MCD Mc Donalds Corp 1.5%
Value ($000) $3,928 Shares 41,322 Est. Cost $70.01 Unrealized +5.9%
PG Procter & Gamble Co 1.4%
Value ($000) $3,711 Shares 47,443 Est. Cost $58.17 Unrealized +3.1%
HD Home Depot Inc 1.3%
Value ($000) $3,536 Shares 31,826 Est. Cost $58.72 Unrealized +48.3%
CVX Chevrontexaco Corp 1.3%
Value ($000) $3,360 Shares 34,833 Est. Cost $72.18 Unrealized -7.9%
KO Coca Cola Company 1.2%
Value ($000) $3,278 Shares 83,565 Est. Cost $27.25 Unrealized +6.5%
PFE Pfizer Incorporated 1.2%
Value ($000) $3,196 Shares 95,340 Est. Cost $17.65 Unrealized +17.7%
F Ford Motor Company 1.2%
Value ($000) $3,090 Shares 205,901 Est. Cost $8.96 Unrealized -2.3%
IBM Intl Business Machines 1.2%
Value ($000) $3,079 Shares 18,933 Est. Cost $105.04 Unrealized -2.0%
SBUX Starbucks Corp 1.1%
Value ($000) $3,019 Shares 56,326 Est. Cost $35.10 Unrealized +16.6%
CAT Caterpillar Inc 1.1%
Value ($000) $2,797 Shares 32,976 Est. Cost $62.73 Unrealized +5.0%
V Visa 1.1%
Value ($000) $2,785 Shares 41,478 Est. Cost $57.47 Unrealized +9.5%
PEP Pepsico Incorporated 1.0%
Value ($000) $2,745 Shares 29,411 Est. Cost $57.72 Unrealized +20.1%
EMR Emerson Electric Co 1.0%
Value ($000) $2,704 Shares 48,784 Est. Cost $47.54 Unrealized -7.0%
QCOM Qualcomm Inc 1.0%
Value ($000) $2,609 Shares 41,672 Est. Cost $50.53 Unrealized -0.4%
VZ Verizon Communications 1.0%
Value ($000) $2,602 Shares 55,837 Est. Cost $26.55 Unrealized +6.7%
AMGN Amgen Incorporated 1.0%
Value ($000) $2,601 Shares 16,945 Est. Cost $83.56 Unrealized +40.7%
GM General Motors Corp 1.0%
Value ($000) $2,531 Shares 75,950 Est. Cost $27.79 Unrealized +0.2%
TGT Target Corporation 1.0%
Value ($000) $2,522 Shares 30,899 Est. Cost $43.77 Unrealized +34.9%
COP Conocophillips 0.9%
Value ($000) $2,279 Shares 37,115 Est. Cost $48.28 Unrealized -3.9%
SYK Stryker Corp 0.9%
Value ($000) $2,247 Shares 23,516 Est. Cost $63.06 Unrealized +32.9%
T AT&T Inc 0.8%
Value ($000) $2,228 Shares 62,732 Est. Cost $11.18 Unrealized +9.3%
BUD Anheuser Busch Co Inc 0.8%
Value ($000) $2,174 Shares 18,017 Est. Cost $121.88 Unrealized
JPM Morgan J P & Co Inc 0.8%
Value ($000) $2,080 Shares 30,699 Est. Cost $40.63 Unrealized +20.9%
GLW Corning Inc 0.8%
Value ($000) $1,994 Shares 101,095 Est. Cost $12.27 Unrealized +31.3%
C Citigroup Inc 0.8%
Value ($000) $1,992 Shares 36,076 Est. Cost $37.93 Unrealized +6.9%
Google Inc Class A 0.8%
Value ($000) $1,984 Shares 3,675 Est. Cost $1024.80 Unrealized
Google Inc Class C 0.7%
Value ($000) $1,936 Shares 3,720 Est. Cost $570.05 Unrealized
AMZN Amazon Com Inc 0.7%
Value ($000) $1,916 Shares 4,414 Est. Cost $16.70 Unrealized +25.2%
BA Boeing Co 0.7%
Value ($000) $1,858 Shares 13,400 Est. Cost $111.39 Unrealized +15.7%
ABBV Abbvie Inc 0.7%
Value ($000) $1,802 Shares 26,823 Est. Cost $30.39 Unrealized +39.3%
UPS United Parcel Service B 0.7%
Value ($000) $1,772 Shares 18,289 Est. Cost $64.45 Unrealized +5.1%
SPY S P D R TRUST Unit SR 0.7%
Value ($000) $1,765 Shares 8,575 Est. Cost $185.57 Unrealized
HON Honeywell International 0.7%
Value ($000) $1,715 Shares 16,820 Est. Cost $64.14 Unrealized +16.5%
EBAY Ebay Inc 0.6%
Value ($000) $1,684 Shares 27,957 Est. Cost $19.70 Unrealized +12.7%
Time Warner Incorporated 0.6%
Value ($000) $1,656 Shares 18,948 Est. Cost $71.44 Unrealized
Royal Dutch Shell A Adrf 0.6%
Value ($000) $1,577 Shares 27,675 Est. Cost $72.44 Unrealized
WFC Wells Fargo & Co New 0.6%
Value ($000) $1,555 Shares 27,650 Est. Cost $31.71 Unrealized +30.5%
INGN Inogen Inc 0.6%
Value ($000) $1,547 Shares 34,695 Est. Cost $17.03 Unrealized +125.4%
Medtronic Inc 0.6%
Value ($000) $1,544 Shares 20,838 Est. Cost $57.38 Unrealized
Genl Amern Invs 0.6%
Value ($000) $1,530 Shares 58,900 Est. Cost $25.87 Unrealized
Whole Foods Market Inc 0.6%
Value ($000) $1,448 Shares 36,727 Est. Cost $38.69 Unrealized
Du Pont E I De Nemour&Co 0.5%
Value ($000) $1,393 Shares 21,790 Est. Cost $65.00 Unrealized
SLB Schlumberger Ltd 0.5%
Value ($000) $1,393 Shares 16,167 Est. Cost $66.25 Unrealized +0.8%
ITW Illinois Tool Works Inc 0.5%
Value ($000) $1,387 Shares 15,115 Est. Cost $59.45 Unrealized +24.4%
ORCL Oracle Corporation 0.5%
Value ($000) $1,381 Shares 34,275 Est. Cost $28.79 Unrealized +28.5%
Precision Castparts Corp 0.5%
Value ($000) $1,313 Shares 6,570 Est. Cost $213.40 Unrealized
United Technologies Corp 0.5%
Value ($000) $1,285 Shares 11,586 Est. Cost $113.76 Unrealized
Express Scripts Inc 0.5%
Value ($000) $1,283 Shares 14,431 Est. Cost $70.27 Unrealized
BAC Bank Of America Corp 0.5%
Value ($000) $1,263 Shares 74,211 Est. Cost $11.77 Unrealized +11.6%
UNP Union Pacific Corp 0.5%
Value ($000) $1,252 Shares 13,136 Est. Cost $70.89 Unrealized +15.7%
PSX Phillips 0.5%
Value ($000) $1,230 Shares 15,272 Est. Cost $49.42 Unrealized +8.6%
Kraft Foods Group 0.5%
Value ($000) $1,229 Shares 14,443 Est. Cost $54.16 Unrealized
SO The Southern Company 0.5%
Value ($000) $1,188 Shares 28,355 Est. Cost $25.38 Unrealized +9.5%
BMY Bristol-Myers Squibb Co 0.4%
Value ($000) $1,178 Shares 17,713 Est. Cost $34.16 Unrealized +34.7%
AXP American Express Company 0.4%
Value ($000) $1,159 Shares 14,925 Est. Cost $69.36 Unrealized -1.9%
SONY Sony Corp Adr New 0.4%
Value ($000) $1,148 Shares 40,440 Est. Cost $18.22 Unrealized
RCI Rogers Commun Inc Cl B 0.4%
Value ($000) $1,115 Shares 31,395 Est. Cost $40.77 Unrealized -14.5%
Chicago Bridge & Iron 0.4%
Value ($000) $1,107 Shares 22,130 Est. Cost $57.16 Unrealized
AEP Amer Electric Pwr Co Inc 0.4%
Value ($000) $1,072 Shares 20,244 Est. Cost $30.31 Unrealized +25.4%
DEO Diageo Plc New Adr 0.4%
Value ($000) $1,064 Shares 9,171 Est. Cost $132.10 Unrealized
RL Polo Ralph Lauren Cl A 0.4%
Value ($000) $1,063 Shares 8,035 Est. Cost $121.65 Unrealized -10.2%
ABT Abbott Laboratories 0.4%
Value ($000) $1,042 Shares 21,227 Est. Cost $29.42 Unrealized +33.7%
AIG American Intl Group Inc 0.4%
Value ($000) $1,002 Shares 16,212 Est. Cost $39.62 Unrealized +14.8%
EPD Enterprise Prd Prtnrs Lp 0.4%
Value ($000) $977 Shares 32,715 Est. Cost $38.96 Unrealized
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $977 Shares 11,576 Est. Cost $20.64 Unrealized +1.2%
Hewlett-Packard Company 0.4%
Value ($000) $968 Shares 32,281 Est. Cost $28.93 Unrealized
E M C Corp Mass 0.4%
Value ($000) $934 Shares 35,421 Est. Cost $25.35 Unrealized
CLX Clorox Company 0.3%
Value ($000) $872 Shares 8,386 Est. Cost $63.88 Unrealized +25.3%
GILD Gilead Sciences Inc 0.3%
Value ($000) $867 Shares 7,406 Est. Cost $50.49 Unrealized +50.5%
KMI Kinder Morgan Inc 0.3%
Value ($000) $849 Shares 22,131 Est. Cost $19.96 Unrealized +21.9%
MDLZ Mondelez Intl Inc Cl A 0.3%
Value ($000) $846 Shares 20,569 Est. Cost $25.52 Unrealized +20.9%
VOD Vodafone Airtouch Adr 0.3%
Value ($000) $832 Shares 22,849 Est. Cost $35.70 Unrealized
CVS C V S Corp Del 0.3%
Value ($000) $818 Shares 7,804 Est. Cost $55.31 Unrealized +36.1%
Waste Management 0.3%
Value ($000) $812 Shares 17,520 Est. Cost $42.07 Unrealized
WU Western Union Company 0.3%
Value ($000) $800 Shares 39,370 Est. Cost $17.25 Unrealized
B E Aerospace Inc 0.3%
Value ($000) $789 Shares 14,388 Est. Cost $87.13 Unrealized
MAT Mattel Incorporated 0.3%
Value ($000) $788 Shares 30,684 Est. Cost $33.55 Unrealized -21.5%
MO Altria (Phillip Morris) 0.3%
Value ($000) $785 Shares 16,061 Est. Cost $17.65 Unrealized +43.1%
VO Vanguard Mid Cap 0.3%
Value ($000) $776 Shares 6,096 Est. Cost $115.13 Unrealized
Celgene Corp 0.3%
Value ($000) $766 Shares 6,619 Est. Cost $132.70 Unrealized
DUK Duke Energy Corporation 0.3%
Value ($000) $763 Shares 10,809 Est. Cost $42.35 Unrealized +15.0%
GIS General Mills Inc 0.3%
Value ($000) $757 Shares 13,593 Est. Cost $32.95 Unrealized +17.7%
Kellogg Company 0.3%
Value ($000) $731 Shares 11,668 Est. Cost $37.92 Unrealized +8.5%
Harman Intl Inds Inc 0.3%
Value ($000) $707 Shares 5,950 Est. Cost $95.12 Unrealized
LLY Lilly Eli & Company 0.3%
Value ($000) $690 Shares 8,276 Est. Cost $39.86 Unrealized +58.5%
GT Goodyear Tire & Rubber 0.3%
Value ($000) $690 Shares 22,900 Est. Cost $26.72 Unrealized +11.2%
DE Deere & Co 0.3%
Value ($000) $678 Shares 6,990 Est. Cost $68.79 Unrealized +9.6%
SYY Sysco Corporation 0.3%
Value ($000) $670 Shares 18,560 Est. Cost $24.38 Unrealized +16.0%
WYNN Wynn Resorts 0.3%
Value ($000) $667 Shares 6,760 Est. Cost $133.00 Unrealized -26.3%
HAS Hasbro Inc 0.3%
Value ($000) $664 Shares 8,890 Est. Cost $38.15 Unrealized +32.0%
Glaxosmithkline Plc Adrf 0.2%
Value ($000) $634 Shares 15,245 Est. Cost $50.37 Unrealized
CTSH Cognizant Tech Sol Cl A 0.2%
Value ($000) $626 Shares 10,250 Est. Cost $42.37 Unrealized +31.4%
PII Polaris Industries Inc 0.2%
Value ($000) $620 Shares 4,190 Est. Cost $146.92 Unrealized -2.1%
VXUS Vanguard Total Intl Etf 0.2%
Value ($000) $569 Shares 11,310 Est. Cost $42.03 Unrealized
GPC Genuine Parts Co 0.2%
Value ($000) $564 Shares 6,300 Est. Cost $57.37 Unrealized +18.1%
UAA Under Armour Inc Cl A 0.2%
Value ($000) $559 Shares 6,707 Est. Cost $24.42 Unrealized +65.7%
CL Colgate-Palmolive Co 0.2%
Value ($000) $555 Shares 8,490 Est. Cost $48.40 Unrealized +9.4%
COST Costco Whsl Corp New 0.2%
Value ($000) $541 Shares 4,010 Est. Cost $97.01 Unrealized +23.9%
Total S A Adr 0.2%
Value ($000) $536 Shares 10,910 Est. Cost $61.46 Unrealized
VWO Vanguard Emerging Market 0.2%
Value ($000) $534 Shares 13,082 Est. Cost $40.89 Unrealized
Seagate Technology Plc 0.2%
Value ($000) $526 Shares 11,075 Est. Cost $62.38 Unrealized
DECK Deckers Outdoor Corp 0.2%
Value ($000) $519 Shares 7,220 Est. Cost $12.33 Unrealized -0.4%
Alcoa Inc 0.2%
Value ($000) $517 Shares 46,367 Est. Cost $13.06 Unrealized
Energy Transfer Partners 0.2%
Value ($000) $511 Shares 9,790 Est. Cost $55.59 Unrealized
KMB Kimberly-Clark Corp 0.2%
Value ($000) $471 Shares 4,446 Est. Cost $66.36 Unrealized +14.3%
Apache 0.2%
Value ($000) $471 Shares 8,180 Est. Cost $81.90 Unrealized
PM Philip Morris Intl Inc 0.2%
Value ($000) $461 Shares 5,760 Est. Cost $47.72 Unrealized +1.2%
Alexion Pharma Inc 0.2%
Value ($000) $457 Shares 2,530 Est. Cost $132.98 Unrealized
LZB La-Z-Boy Inc 0.2%
Value ($000) $455 Shares 17,277 Est. Cost $25.44 Unrealized +6.0%
Unilever Plc Adr New 0.2%
Value ($000) $443 Shares 10,335 Est. Cost $41.34 Unrealized
Guggenheim Exch Trd Fd 0.2%
Value ($000) $439 Shares 20,312 Est. Cost $21.69 Unrealized
Cedar Fair L P Dep Uts 0.2%
Value ($000) $432 Shares 7,928 Est. Cost $52.01 Unrealized
Dr Pepper Snapple Group 0.2%
Value ($000) $427 Shares 5,859 Est. Cost $48.75 Unrealized
VB Vanguard Small Cap 0.2%
Value ($000) $417 Shares 3,435 Est. Cost $112.51 Unrealized
MCHP Microchip Technology Inc 0.2%
Value ($000) $410 Shares 8,665 Est. Cost $16.17 Unrealized +21.2%
FCX Freeport Mcmorn Cp&Gld B 0.2%
Value ($000) $405 Shares 21,789 Est. Cost $28.44 Unrealized -35.1%
Green Mtn Coffee Roaster 0.2%
Value ($000) $397 Shares 5,190 Est. Cost $104.94 Unrealized
Itc Holdings Corp 0.1%
Value ($000) $392 Shares 12,202 Est. Cost $54.05 Unrealized
Baker Hughes Inc 0.1%
Value ($000) $380 Shares 6,175 Est. Cost $65.49 Unrealized
ABBNY Abb Ltd Adr 0.1%
Value ($000) $376 Shares 17,995 Est. Cost $25.44 Unrealized
Hollyfrontier Corp 0.1%
Value ($000) $374 Shares 8,777 Est. Cost $49.60 Unrealized
Xerox Corp 0.1%
Value ($000) $374 Shares 35,161 Est. Cost $12.12 Unrealized
ED Consolidated Edison Inc 0.1%
Value ($000) $370 Shares 6,400 Est. Cost $35.92 Unrealized +14.2%
MAS Masco Corp 0.1%
Value ($000) $369 Shares 13,850 Est. Cost $15.53 Unrealized +30.2%
Intl Game Technology 0.1%
Value ($000) $364 Shares 20,500 Est. Cost $16.33 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $364 Shares 2,780 Est. Cost $104.35 Unrealized -1.5%
Health Care Reit Inc 0.1%
Value ($000) $360 Shares 5,500 Est. Cost $77.27 Unrealized
WPC W P Carey & Co L L C 0.1%
Value ($000) $359 Shares 6,095 Est. Cost $61.40 Unrealized
Walgreens Boots Allianc 0.1%
Value ($000) $357 Shares 5,046 Est. Cost $57.45 Unrealized
HSY Hershey Company 0.1%
Value ($000) $354 Shares 3,988 Est. Cost $72.20 Unrealized +1.2%
Directv Group Inc 0.1%
Value ($000) $349 Shares 3,770 Est. Cost $72.43 Unrealized
Kkr & Co Lp 0.1%
Value ($000) $348 Shares 15,240 Est. Cost $24.13 Unrealized
OXY Occidental Pete Corp 0.1%
Value ($000) $346 Shares 4,455 Est. Cost $63.37 Unrealized -10.3%
GNRC Generac Holdings Inc 0.1%
Value ($000) $345 Shares 8,700 Est. Cost $44.43 Unrealized -2.7%
SNY Sanofi Aventis Adr 0.1%
Value ($000) $341 Shares 6,898 Est. Cost $53.18 Unrealized
Wabco Holdings Inc 0.1%
Value ($000) $340 Shares 2,750 Est. Cost $122.77 Unrealized
NFG Nestle S A Reg B Adr 0.1%
Value ($000) $319 Shares 4,430 Est. Cost $70.35 Unrealized -10.2%
Guggenheim ETF 2016 0.1%
Value ($000) $304 Shares 13,703 Est. Cost $22.07 Unrealized
ADP Auto Data Processing 0.1%
Value ($000) $294 Shares 3,669 Est. Cost $53.49 Unrealized +26.4%
NOK Nokia Corp Spon Adr 0.1%
Value ($000) $292 Shares 42,632 Est. Cost $8.11 Unrealized
VFC V F Corporation 0.1%
Value ($000) $290 Shares 4,160 Est. Cost $52.98 Unrealized +27.6%
Macquarie Infrastruc 0.1%
Value ($000) $287 Shares 3,475 Est. Cost $82.59 Unrealized
VEOEY Veolia Environ Adr 0.1%
Value ($000) $283 Shares 13,880 Est. Cost $16.38 Unrealized
GEF Greif Inc Cl A 0.1%
Value ($000) $280 Shares 7,825 Est. Cost $26.72 Unrealized 0.0%
TRV Travelers Group Inc 0.1%
Value ($000) $280 Shares 2,907 Est. Cost $66.77 Unrealized +21.2%
AZN Astrazeneca Plc Adr 0.1%
Value ($000) $280 Shares 4,410 Est. Cost $59.40 Unrealized
SEE Sealed Air Corp New 0.1%
Value ($000) $278 Shares 5,425 Est. Cost $24.99 Unrealized +61.0%
Teco Energy Inc 0.1%
Value ($000) $277 Shares 15,715 Est. Cost $17.29 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $275 Shares 1,575 Est. Cost $22.39 Unrealized +19.2%
U S X-Marathon Group 0.1%
Value ($000) $264 Shares 9,968 Est. Cost $35.30 Unrealized
WAT Waters Corp 0.1%
Value ($000) $263 Shares 2,056 Est. Cost $100.80 Unrealized +28.7%
GNTX Gentex Corp 0.1%
Value ($000) $260 Shares 15,840 Est. Cost $17.65 Unrealized -0.9%
Discovery Holding Ser A 0.1%
Value ($000) $254 Shares 7,660 Est. Cost $30.79 Unrealized
GS Goldman Sachs Group 0.1%
Value ($000) $253 Shares 1,213 Est. Cost $164.61 Unrealized 0.0%
Johnson Controls Inc 0.1%
Value ($000) $239 Shares 4,842 Est. Cost $51.24 Unrealized
BOH Bank Of Hawaii Corp 0.1%
Value ($000) $236 Shares 3,550 Est. Cost $37.54 Unrealized +14.9%
TEVA Teva Pharm Inds Ltd Adrf 0.1%
Value ($000) $232 Shares 3,940 Est. Cost $40.08 Unrealized
BB Blackberry Ltd 0.1%
Value ($000) $226 Shares 27,650 Est. Cost $9.89 Unrealized -2.1%
BMO Bank Montreal Quebec 0.1%
Value ($000) $225 Shares 3,805 Est. Cost $41.98 Unrealized -2.8%
Magellan Midstream Partners 0.1%
Value ($000) $224 Shares 3,060 Est. Cost $63.25 Unrealized
Thoratec Corp 0.1%
Value ($000) $222 Shares 5,000 Est. Cost $41.80 Unrealized
Tupperware Corporati 0.1%
Value ($000) $221 Shares 3,425 Est. Cost $64.53 Unrealized
Hertz Global Hldgs Inc 0.1%
Value ($000) $219 Shares 12,100 Est. Cost $24.66 Unrealized
Klx Inc 0.1%
Value ($000) $219 Shares 4,983 Est. Cost $41.30 Unrealized
VTR Ventas Inc 0.1%
Value ($000) $217 Shares 3,500 Est. Cost $53.43 Unrealized -8.4%
GD General Dynamics Corp 0.1%
Value ($000) $216 Shares 1,525 Est. Cost $107.02 Unrealized +3.1%
LUV Southwest Airlines Co 0.1%
Value ($000) $215 Shares 6,500 Est. Cost $15.26 Unrealized +126.7%
PAYX Paychex Inc 0.1%
Value ($000) $212 Shares 4,535 Est. Cost $29.42 Unrealized +20.4%
DTE D T E Energy Company 0.1%
Value ($000) $206 Shares 2,769 Est. Cost $39.45 Unrealized +18.7%
D Dominion Res Inc Va New 0.1%
Value ($000) $206 Shares 3,095 Est. Cost $38.70 Unrealized +15.2%
ACN Accenture Ltd Cl A 0.1%
Value ($000) $201 Shares 2,075 Est. Cost $80.68 Unrealized 0.0%
TRAK Park City Group Inc 0.1%
Value ($000) $159 Shares 12,881 Est. Cost $12.28 Unrealized 0.0%
Invesco Value Muni Incm 0.1%
Value ($000) $144 Shares 10,000 Est. Cost $13.50 Unrealized
Cr Suisse Asset Mgmt Fd 0.0%
Value ($000) $128 Shares 40,000 Est. Cost $3.55 Unrealized
AORT Cryolife Inc 0.0%
Value ($000) $124 Shares 11,000 Est. Cost $10.90 Unrealized -3.3%
Putnam Premier Inc Tr 0.0%
Value ($000) $102 Shares 20,000 Est. Cost $5.45 Unrealized
Nuveen Pfd Inc Oppty Fd 0.0%
Value ($000) $91 Shares 10,000 Est. Cost $9.70 Unrealized
Nuveen Qual Pfd Inc Fd 0.0%
Value ($000) $84 Shares 10,000 Est. Cost $8.70 Unrealized
Prana Biotech Ltd Adr 0.0%
Value ($000) $51 Shares 44,200 Est. Cost $5.50 Unrealized