CKW FINANCIAL GROUP Diversified Active

CIK: 0001600403 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 21, 2018

Total Value ($000): $450,424 (100.0% shares, 0.0% debt)

Holdings (169)

IVV ISHARES CORE S&P 500 ETF 47.2%
Value ($000) $212,527 Shares 790,505 Est. Cost $199.96 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 10.4%
Value ($000) $47,010 Shares 711,302 Est. Cost $57.34 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 9.5%
Value ($000) $42,972 Shares 755,228 Est. Cost $50.47 Unrealized
DBEF DBX ETF TR XTRACK MSCI EAFE 9.2%
Value ($000) $41,620 Shares 1,309,627 Est. Cost $27.65 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 8.0%
Value ($000) $36,047 Shares 189,940 Est. Cost $145.39 Unrealized
MCD MCDONALDS CORP 3.9%
Value ($000) $17,349 Shares 100,797 Est. Cost $70.01 Unrealized +98.1%
EWJ ISHARES INC MSCI JPN ETF NEW 3.3%
Value ($000) $14,871 Shares 248,138 Est. Cost $51.64 Unrealized
IEV ISHARES EUROPE ETF 3.1%
Value ($000) $14,186 Shares 300,177 Est. Cost $41.98 Unrealized
HEFA ISHARES TRUST CURRENCY HEDGED MSCI EAFE ETF 0.6%
Value ($000) $2,769 Shares 93,282 Est. Cost $25.62 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $2,556 Shares 23,900 Est. Cost $39.65 Unrealized +105.1%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.4%
Value ($000) $1,864 Shares 17,049 Est. Cost $109.37 Unrealized
ACWV ISHARES EDGE MSCI MIN VOL GLOBAL ETF 0.3%
Value ($000) $1,337 Shares 15,851 Est. Cost $75.09 Unrealized
EMB ISHARES TR JP MOR EM MK ETF 0.2%
Value ($000) $1,000 Shares 8,612 Est. Cost $110.72 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.2%
Value ($000) $875 Shares 11,994 Est. Cost $66.06 Unrealized
BOH BANK HAWAII CORP 0.2%
Value ($000) $836 Shares 9,757 Est. Cost $42.55 Unrealized +42.8%
ACWI ISHARES TR MSCI ACWI ETF 0.2%
Value ($000) $758 Shares 10,510 Est. Cost $58.67 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $714 Shares 24,176 Est. Cost $12.55 Unrealized +81.6%
HYS PIMCO ETF TRUST 0-5 YR HIGH YLD CORP BD IDX ETF 0.1%
Value ($000) $624 Shares 6,208 Est. Cost $99.61 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.1%
Value ($000) $539 Shares 4,237 Est. Cost $121.04 Unrealized
SHYG ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL0 0.1%
Value ($000) $448 Shares 9,506 Est. Cost $47.66 Unrealized
MATX MATSON INC COM NPV 0.1%
Value ($000) $430 Shares 14,422 Est. Cost $30.92 Unrealized -20.8%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $411 Shares 7,773 Est. Cost $26.82 Unrealized +19.2%
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $247 Shares 4,800 Est. Cost $23.60 Unrealized +78.5%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $229 Shares 2,300 Est. Cost $57.89 Unrealized +37.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $227 Shares 3,744 Est. Cost $31.70 Unrealized +42.2%
MSFT MICROSOFT CORP 0.0%
Value ($000) $190 Shares 2,220 Est. Cost $30.79 Unrealized +144.4%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $187 Shares 4,678 Est. Cost $25.26 Unrealized +21.5%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $185 Shares 552 Est. Cost $221.72 Unrealized +53.2%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $168 Shares 161 Est. Cost $35.61 Unrealized +41.9%
SPY SPDR S&P 500 ETF TRUST UNIT SER 1 S&P 0.0%
Value ($000) $162 Shares 608 Est. Cost $191.74 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $160 Shares 1,900 Est. Cost $79.94 Unrealized
HE HAWAIIAN ELEC INDS 0.0%
Value ($000) $157 Shares 4,335 Est. Cost $28.94 Unrealized +25.1%
MRSH MARSH & MCLENNAN COS 0.0%
Value ($000) $155 Shares 1,900 Est. Cost $37.39 Unrealized +94.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $153 Shares 600 Est. Cost $129.98 Unrealized +57.8%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $151 Shares 3,516 Est. Cost $47.30 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $150 Shares 2,400 Est. Cost $46.18 Unrealized +12.1%
FDX FEDEX CORP COM 0.0%
Value ($000) $150 Shares 600 Est. Cost $112.11 Unrealized +77.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $149 Shares 1,500 Est. Cost $59.52 Unrealized +43.2%
IBM INTL BUSINESS MACH 0.0%
Value ($000) $145 Shares 947 Est. Cost $101.97 Unrealized +0.1%
EXPRESS SCRIPTS HLDG CO COM 0.0%
Value ($000) $134 Shares 1,800 Est. Cost $72.29 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $134 Shares 3,500 Est. Cost $16.77 Unrealized +66.8%
HPQ HP INC COM 0.0%
Value ($000) $131 Shares 6,250 Est. Cost $9.12 Unrealized +78.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $129 Shares 2,400 Est. Cost $29.42 Unrealized +45.0%
ANADARKO PETE CORP 0.0%
Value ($000) $123 Shares 2,300 Est. Cost $54.06 Unrealized
CIGNA CORPORATION COM 0.0%
Value ($000) $122 Shares 600 Est. Cost $108.27 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.0%
Value ($000) $122 Shares 2,723 Est. Cost $39.64 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $120 Shares 9,600 Est. Cost $9.00 Unrealized -10.9%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $119 Shares 1,200 Est. Cost $20.39 Unrealized +31.5%
TWENTY-FIRST CENTY FOX INC CL A 0.0%
Value ($000) $119 Shares 3,450 Est. Cost $31.14 Unrealized
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $119 Shares 2,080 Est. Cost $35.66 Unrealized +33.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $114 Shares 1,060 Est. Cost $69.18 Unrealized +40.6%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $112 Shares 604 Est. Cost $107.02 Unrealized +44.3%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $112 Shares 1,500 Est. Cost $37.94 Unrealized +48.8%
MET METLIFE INC COM 0.0%
Value ($000) $111 Shares 2,200 Est. Cost $29.69 Unrealized +34.4%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $110 Shares 500 Est. Cost $69.82 Unrealized +166.5%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $108 Shares 7,550 Est. Cost $6.65 Unrealized +66.0%
AZN ASTRAZENECA ADR EACH REP 1 ORD USD0.25 MGT 0.0%
Value ($000) $104 Shares 3,000 Est. Cost $30.62 Unrealized
SLB SCHLUMBERGER LIMITED COM USD0.01 0.0%
Value ($000) $101 Shares 1,500 Est. Cost $64.01 Unrealized -20.0%
TIME WARNER INC COM USD0.01 0.0%
Value ($000) $101 Shares 1,103 Est. Cost $69.66 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $98 Shares 5,600 Est. Cost $28.01 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $96 Shares 2,074 Est. Cost $18.09 Unrealized +102.1%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $94 Shares 700 Est. Cost $63.54 Unrealized +58.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $93 Shares 668 Est. Cost $66.19 Unrealized +67.7%
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $86 Shares 1,400 Est. Cost $39.85 Unrealized +16.6%
LLY LILLY ELI &CO COM NPV 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $71.29 Unrealized +5.6%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $83 Shares 875 Est. Cost $56.42 Unrealized
T AT&T INC COM USD1 0.0%
Value ($000) $80 Shares 2,056 Est. Cost $13.47 Unrealized +13.2%
MGA MAGNA INTL INC COM ISIN #CA5592224011 SEDOL #2554475 0.0%
Value ($000) $79 Shares 1,400 Est. Cost $33.72 Unrealized +27.0%
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $78 Shares 956 Est. Cost $63.73 Unrealized
CPF CENTRAL PAC FINL CORP COM NEW 0.0%
Value ($000) $77 Shares 2,582 Est. Cost $12.24 Unrealized +82.5%
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 0.0%
Value ($000) $74 Shares 1,931 Est. Cost $33.82 Unrealized -4.0%
MDT MEDTRONIC PLC USD0.0001 0.0%
Value ($000) $73 Shares 900 Est. Cost $63.24 Unrealized +2.7%
TGT TARGET CORP COM 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $44.23 Unrealized +8.7%
AAPL APPLE INC 0.0%
Value ($000) $65 Shares 385 Est. Cost $22.17 Unrealized +76.3%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $64 Shares 500 Est. Cost $53.34 Unrealized +135.6%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $64 Shares 61 Est. Cost $36.73 Unrealized +39.5%
CE CELANESE CORP DEL COM SER A 0.0%
Value ($000) $64 Shares 600 Est. Cost $44.10 Unrealized +106.2%
BKR BAKER HUGHES A GE CO CL A 0.0%
Value ($000) $63 Shares 2,000 Est. Cost $30.10 Unrealized -15.1%
BB & T CORP 0.0%
Value ($000) $60 Shares 1,200 Est. Cost $37.42 Unrealized
GLAXOSMITHKLINE ADR EACH CNV INTO 2 ORD GBP0.25 0.0%
Value ($000) $60 Shares 1,700 Est. Cost $35.29 Unrealized
APACHE CORP 0.0%
Value ($000) $59 Shares 1,400 Est. Cost $63.57 Unrealized
BA BOEING CO 0.0%
Value ($000) $59 Shares 200 Est. Cost $109.27 Unrealized +135.6%
GNTX GENTEX CORP COM 0.0%
Value ($000) $58 Shares 2,750 Est. Cost $16.15 Unrealized +23.2%
MAXIM INTEGRATED PRODS INC 0.0%
Value ($000) $58 Shares 1,100 Est. Cost $29.17 Unrealized
LKFN LAKELAND FINL CORP COM 0.0%
Value ($000) $56 Shares 1,155 Est. Cost $35.35 Unrealized +11.0%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $55 Shares 600 Est. Cost $58.09 Unrealized +25.1%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $54 Shares 1,500 Est. Cost $52.69 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $53 Shares 605 Est. Cost $23.24 Unrealized +51.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $47 Shares 450 Est. Cost $46.95 Unrealized +74.1%
CONCHO RES INC 0.0%
Value ($000) $45 Shares 300 Est. Cost $97.78 Unrealized
MRK MERCK & CO INC NEW COM 0.0%
Value ($000) $45 Shares 800 Est. Cost $31.75 Unrealized +35.4%
SPRINT CORPORATION COM USD0.01 0.0%
Value ($000) $44 Shares 7,493 Est. Cost $6.23 Unrealized
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $24.56 Unrealized
ZAYO GROUP HLDGS INC COM 0.0%
Value ($000) $40 Shares 1,100 Est. Cost $33.06 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $39 Shares 700 Est. Cost $30.01 Unrealized +35.1%
NFLX NETFLIX COM INC COM 0.0%
Value ($000) $38 Shares 200 Est. Cost $10.74 Unrealized +79.3%
RNR RENAISSANCERE HOLDINGS LTD COM STK USD1 0.0%
Value ($000) $38 Shares 306 Est. Cost $134.26 Unrealized 0.0%
DHR DANAHER CORP COM USD0.01 0.0%
Value ($000) $37 Shares 400 Est. Cost $34.86 Unrealized +124.4%
GHYG ISHARES INC US INTL HGH YLD 0.0%
Value ($000) $36 Shares 706 Est. Cost $50.55 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $35 Shares 200 Est. Cost $71.34 Unrealized +141.2%
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $35 Shares 401 Est. Cost $88.13 Unrealized
MICRO FOCUS INTERNATIONAL PLC SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $35 Shares 1,035 Est. Cost $31.88 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $34 Shares 400 Est. Cost $37.43 Unrealized +131.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.0%
Value ($000) $33 Shares 830 Est. Cost $17.69 Unrealized
DISH NETWORK CORP CL A 0.0%
Value ($000) $33 Shares 700 Est. Cost $58.30 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $33 Shares 400 Est. Cost $55.96 Unrealized +2.1%
GLW CORNING INC 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $12.37 Unrealized +103.9%
AEGON N V NY REGISTRY SH 0.0%
Value ($000) $30 Shares 4,800 Est. Cost $8.13 Unrealized
LIBERTY INTERACTIVE CORP QVC GROUP SER A 0.0%
Value ($000) $29 Shares 1,175 Est. Cost $28.94 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $28 Shares 559 Est. Cost $60.07 Unrealized
BLACKROCK DEBT STRAT FD INC COM NEW 0.0%
Value ($000) $28 Shares 2,393 Est. Cost $11.32 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $26 Shares 1,700 Est. Cost $15.85 Unrealized 0.0%
PIMCO INCOME OPPORTUNITY FND 0.0%
Value ($000) $23 Shares 871 Est. Cost $23.72 Unrealized
TWENTY-FIRST CENTY FOX INC CL B 0.0%
Value ($000) $20 Shares 600 Est. Cost $25.83 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $20 Shares 160 Est. Cost $72.49 Unrealized +15.3%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $56.42 Unrealized -13.8%
DCH AMERICAN AXLE & MFG HOLDINGS 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $18.38 Unrealized -3.7%
AMGN AMGEN INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $121.74 Unrealized +13.5%
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $16 Shares 100 Est. Cost $100.00 Unrealized
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $15 Shares 500 Est. Cost $21.90 Unrealized -6.4%
MOD MODINE MANUFACTURING CO 0.0%
Value ($000) $15 Shares 750 Est. Cost $13.40 Unrealized +60.3%
PFE PFIZER INC 0.0%
Value ($000) $14 Shares 380 Est. Cost $17.48 Unrealized +36.2%
ICSH ISHARES TR ULTR SH TRM BD 0.0%
Value ($000) $14 Shares 282 Est. Cost $50.20 Unrealized
LQDH ISHARES US ETF TRUST INT RATE HDGD CORPORATE BD 0.0%
Value ($000) $13 Shares 130 Est. Cost $96.57 Unrealized
UNITED TECHNOLOGIES CORP COM USD1 0.0%
Value ($000) $13 Shares 100 Est. Cost $104.93 Unrealized
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.0%
Value ($000) $13 Shares 217 Est. Cost $50.27 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $13 Shares 319 Est. Cost $44.75 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $12 Shares 210 Est. Cost $59.95 Unrealized -1.3%
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value ($000) $12 Shares 243 Est. Cost $48.72 Unrealized
PARTNER COMMUNICATIONS COMPANY LTD ADS EACH REPR 1 ORD 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $9.50 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $12 Shares 100 Est. Cost $66.36 Unrealized +32.0%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.0%
Value ($000) $11 Shares 33 Est. Cost $249.75 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD IV SENIOR LN FD 0.0%
Value ($000) $11 Shares 239 Est. Cost $50.02 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $11 Shares 162 Est. Cost $64.62 Unrealized
CELJF CELLCOM ISRAEL LTD ILS0.01 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $12.55 Unrealized -22.7%
TSLA TESLA INC COM 0.0%
Value ($000) $10 Shares 33 Est. Cost $10.21 Unrealized +113.0%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $10 Shares 193 Est. Cost $47.60 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $24.56 Unrealized +48.4%
NWSA NEWS CORP NEW COM USD0.01 CL A 0.0%
Value ($000) $9 Shares 562 Est. Cost $15.19 Unrealized -9.9%
KO COCA COLA CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $32.85 Unrealized +8.5%
DOWDUPONT INC COM 0.0%
Value ($000) $9 Shares 121 Est. Cost $66.12 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $8 Shares 68 Est. Cost $117.65 Unrealized
WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $21.00 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $7 Shares 500 Est. Cost $20.83 Unrealized -37.1%
SNAP SNAP INC CL A 0.0%
Value ($000) $7 Shares 500 Est. Cost $22.16 Unrealized -34.2%
ISHARES U S ETF TR FXD INC BAL RISK 0.0%
Value ($000) $7 Shares 66 Est. Cost $100.55 Unrealized
PCG PG & E CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.27 Unrealized +57.0%
SONY SONY CORP SPON ADR EACH REPR 1 ORD 0.0%
Value ($000) $4 Shares 100 Est. Cost $25.91 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $20.81 Unrealized +111.2%
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $31.98 Unrealized -57.2%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $29.30 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $2 Shares 34 Est. Cost $48.12 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.26 Unrealized
VEU VANGUARD INTL EQUITY INDEX FD INC FTSE ALL-WORLD EX-US INDEX FD ETF SHS 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.63 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBRAS ADS EACH REP 2 COM SH 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.32 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $16.53 Unrealized +232.9%
KMX CARMAX INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $51.15 Unrealized +39.5%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $96.16 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $101.45 Unrealized
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $1 Shares 115 Est. Cost $8.70 Unrealized
HALYARD HEALTH INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $80.00 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $62.87 Unrealized +22.2%
FTEK FUEL TECH INC COM STK USD0.01 0.0%
Value ($000) $0 Shares 200 Est. Cost $6.09 Unrealized -83.4%
ALTABA INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $51.73 Unrealized +7.0%
CDK GLOBAL INC COM USD0.01 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $53.39 Unrealized 0.0%
TRAVELCENTERS AMER LLC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $22.71 Unrealized +31.9%