Pointe Capital Management LLC Diversified Active

CIK: 0001640335 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 1, 2017

Total Value ($000): $139,408 (100.0% shares, 0.0% debt)

Holdings (166)

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 3.6%
Value ($000) $5,023 Shares 29,659 Est. Cost $167.31 Unrealized -0.6%
EPD ENTERPRISE PRODS PARTNERS L P COM 3.1%
Value ($000) $4,366 Shares 161,221 Est. Cost $28.03 Unrealized
EATON VANCE TX MGD DIV EQ INCM COM 3.1%
Value ($000) $4,331 Shares 383,996 Est. Cost $11.08 Unrealized
CALAMOS STRATEGIC TOTL RETN FD COM SH BEN INT 2.7%
Value ($000) $3,759 Shares 320,205 Est. Cost $11.17 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 2.6%
Value ($000) $3,611 Shares 45,220 Est. Cost $79.72 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 2.6%
Value ($000) $3,603 Shares 50,557 Est. Cost $76.91 Unrealized
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 2.4%
Value ($000) $3,298 Shares 161,741 Est. Cost $20.39 Unrealized
EATON VANCE TAX MNGD GBL DV EQ COM 2.4%
Value ($000) $3,290 Shares 358,796 Est. Cost $8.53 Unrealized
MS MORGAN STANLEY COM NEW 2.0%
Value ($000) $2,790 Shares 62,600 Est. Cost $33.54 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 2.0%
Value ($000) $2,786 Shares 35,642 Est. Cost $77.75 Unrealized
MPLX MPLX LP COM UNIT REP LTD 2.0%
Value ($000) $2,756 Shares 82,510 Est. Cost $36.08 Unrealized
ALERIAN MLP ETF 2.0%
Value ($000) $2,743 Shares 229,381 Est. Cost $12.66 Unrealized
ONEOK PARTNERS LP UNIT LTD PARTN 1.7%
Value ($000) $2,431 Shares 47,608 Est. Cost $51.69 Unrealized
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 1.7%
Value ($000) $2,414 Shares 60,180 Est. Cost $40.84 Unrealized
ALLIANZGI NFJ DIVID INT & PREM COM 1.7%
Value ($000) $2,305 Shares 176,095 Est. Cost $12.90 Unrealized
BUCKEYE PARTNERS L P UNIT LTD PARTN 1.7%
Value ($000) $2,303 Shares 36,029 Est. Cost $68.55 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 1.5%
Value ($000) $2,032 Shares 77,343 Est. Cost $3893.25 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 1.4%
Value ($000) $1,895 Shares 17,990 Est. Cost $105.23 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 1.2%
Value ($000) $1,704 Shares 21,286 Est. Cost $79.85 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.2%
Value ($000) $1,638 Shares 13,780 Est. Cost $115.28 Unrealized
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 1.1%
Value ($000) $1,574 Shares 21,095 Est. Cost $76.91 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 1.1%
Value ($000) $1,515 Shares 84,360 Est. Cost $19.72 Unrealized
WESTERN GAS PARTNERS LP COM UNIT LP IN 1.1%
Value ($000) $1,485 Shares 26,547 Est. Cost $60.44 Unrealized
TALLGRASS ENERGY PARTNERS LP COM UNIT 1.1%
Value ($000) $1,475 Shares 29,443 Est. Cost $53.21 Unrealized
KAYNE ANDERSON MDSTM ENERGY FD COM 1.1%
Value ($000) $1,468 Shares 96,892 Est. Cost $16.48 Unrealized
EATON VANCE LTD DUR INCOME FD COM 1.0%
Value ($000) $1,437 Shares 101,893 Est. Cost $13.86 Unrealized
BOARDWALK PIPELINE PARTNERS LP UT LTD PARTNER 1.0%
Value ($000) $1,430 Shares 79,391 Est. Cost $18.11 Unrealized
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 1.0%
Value ($000) $1,427 Shares 28,866 Est. Cost $51.25 Unrealized
KAYNE ANDERSON MLP INVT CO COM 1.0%
Value ($000) $1,426 Shares 75,630 Est. Cost $21.01 Unrealized
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 1.0%
Value ($000) $1,386 Shares 45,745 Est. Cost $32.10 Unrealized
EATON VANCE RISK MNGD DIV EQTY COM 1.0%
Value ($000) $1,339 Shares 142,878 Est. Cost $9.08 Unrealized
BLACKROCK MUNIYLD MICH QLTY FD COM 0.8%
Value ($000) $1,151 Shares 82,059 Est. Cost $13.63 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.8%
Value ($000) $1,148 Shares 16,574 Est. Cost $66.99 Unrealized
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 0.8%
Value ($000) $1,148 Shares 34,586 Est. Cost $33.17 Unrealized
NUVEEN MICHIGAN QLT MUN INC FD COM 0.8%
Value ($000) $1,129 Shares 82,379 Est. Cost $13.48 Unrealized
MID CON ENERGY PARTNERS LP COM UNIT REPST 0.8%
Value ($000) $1,078 Shares 792,872 Est. Cost $1.36 Unrealized
ENBRIDGE ENERGY PARTNERS L P COM 0.8%
Value ($000) $1,077 Shares 67,290 Est. Cost $19.01 Unrealized
UNITED TECHNOLOGIES CORP COM 0.8%
Value ($000) $1,054 Shares 8,632 Est. Cost $112.23 Unrealized
AAPL APPLE INC COM 0.7%
Value ($000) $1,039 Shares 7,213 Est. Cost $30.44 Unrealized +12.7%
WMB WILLIAMS COS INC DEL COM 0.7%
Value ($000) $1,017 Shares 33,595 Est. Cost $18.66 Unrealized 0.0%
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 0.7%
Value ($000) $995 Shares 49,905 Est. Cost $25.22 Unrealized
WFC WELLS FARGO CO NEW COM 0.7%
Value ($000) $986 Shares 17,795 Est. Cost $44.36 Unrealized -4.9%
BLACKROCK LTD DURATION INC TR COM SHS 0.7%
Value ($000) $978 Shares 61,999 Est. Cost $15.62 Unrealized
HI-CRUSH PARTNERS LP COM UNIT LTD 0.7%
Value ($000) $957 Shares 88,216 Est. Cost $15.98 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $905 Shares 13,131 Est. Cost $42.20 Unrealized +47.7%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.6%
Value ($000) $870 Shares 10,287 Est. Cost $42455.64 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 0.6%
Value ($000) $821 Shares 108,581 Est. Cost $7.35 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.6%
Value ($000) $816 Shares 39,527 Est. Cost $20.08 Unrealized
NUVEEN HIGH INCOME NOVEMBER 20 COM 0.6%
Value ($000) $784 Shares 77,500 Est. Cost $10.12 Unrealized
TESORO LOGISTICS LP COM UNIT LP 0.6%
Value ($000) $784 Shares 15,161 Est. Cost $53.32 Unrealized
UNP UNION PAC CORP COM 0.5%
Value ($000) $754 Shares 6,921 Est. Cost $86.82 Unrealized +3.8%
LNG CHENIERE ENERGY INC COM NEW 0.5%
Value ($000) $733 Shares 15,055 Est. Cost $46.11 Unrealized +3.4%
BLACKROCK ENHANCED GBL DIV TR COM 0.5%
Value ($000) $719 Shares 54,231 Est. Cost $12.39 Unrealized
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $717 Shares 10,135 Est. Cost $49.26 Unrealized -1.9%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $713 Shares 10,941 Est. Cost $26681.18 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.5%
Value ($000) $710 Shares 3,200 Est. Cost $173.57 Unrealized +6.4%
CFG CITIZENS FINL GROUP INC COM 0.5%
Value ($000) $696 Shares 19,512 Est. Cost $25.79 Unrealized -2.5%
CINER RES LP COM UNIT LTD 0.5%
Value ($000) $694 Shares 25,314 Est. Cost $28.54 Unrealized
TWI TITAN INTL INC ILL COM 0.5%
Value ($000) $685 Shares 57,000 Est. Cost $10.65 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.5%
Value ($000) $684 Shares 12,278 Est. Cost $39.90 Unrealized 0.0%
VOYA ASIA PAC DIVID EQUITY IN COM 0.5%
Value ($000) $677 Shares 64,345 Est. Cost $10.14 Unrealized
CB CHUBB LIMITED COM 0.5%
Value ($000) $675 Shares 4,643 Est. Cost $114.91 Unrealized +5.2%
NUVEEN ENERGY MLP TOTL RTRNFD COM 0.5%
Value ($000) $663 Shares 50,154 Est. Cost $13.64 Unrealized
CONE MIDSTREAM PARTNERS LP COM UNIT REPST 0.5%
Value ($000) $662 Shares 34,925 Est. Cost $23.60 Unrealized
III INFORMATION SERVICES GROUP INC COM 0.5%
Value ($000) $657 Shares 159,911 Est. Cost $3.05 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $647 Shares 5,329 Est. Cost $85.06 Unrealized +32.9%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $647 Shares 7,083 Est. Cost $59.17 Unrealized +15.8%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $635 Shares 7,287 Est. Cost $66.25 Unrealized +5.9%
PRICELINE GRP INC COM NEW 0.4%
Value ($000) $617 Shares 330 Est. Cost $1780.35 Unrealized
TRGP TARGA RES CORP COM 0.4%
Value ($000) $613 Shares 13,562 Est. Cost $35.33 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.4%
Value ($000) $592 Shares 5,403 Est. Cost $33822.84 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.4%
Value ($000) $586 Shares 38,675 Est. Cost $14.61 Unrealized
COLONY NORTHSTAR INC CL A COM 0.4%
Value ($000) $576 Shares 40,903 Est. Cost $12.90 Unrealized
EOG EOG RES INC COM 0.4%
Value ($000) $572 Shares 6,323 Est. Cost $74.24 Unrealized -7.5%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.4%
Value ($000) $567 Shares 5,197 Est. Cost $98.01 Unrealized +10.2%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $551 Shares 3,444 Est. Cost $142.87 Unrealized +5.7%
GENERAL ELECTRIC CO COM 0.4%
Value ($000) $536 Shares 19,838 Est. Cost $25.91 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.4%
Value ($000) $525 Shares 12,797 Est. Cost $40.87 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $525 Shares 578 Est. Cost $36.26 Unrealized +25.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $522 Shares 4,480 Est. Cost $101040.72 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $521 Shares 10,384 Est. Cost $35.86 Unrealized +11.8%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $504 Shares 6,266 Est. Cost $60.59 Unrealized -0.4%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $498 Shares 7,200 Est. Cost $44.24 Unrealized 0.0%
VNQ VANGUARD REIT ETF 0.4%
Value ($000) $496 Shares 5,958 Est. Cost $80205.54 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.4%
Value ($000) $496 Shares 3,866 Est. Cost $106.84 Unrealized +3.4%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $482 Shares 5,862 Est. Cost $69.54 Unrealized +2.5%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $474 Shares 6,160 Est. Cost $60.64 Unrealized +4.1%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $462 Shares 5,207 Est. Cost $63.39 Unrealized +6.7%
BAC BANK AMER CORP COM 0.3%
Value ($000) $454 Shares 18,731 Est. Cost $19.38 Unrealized -1.4%
PRAXAIR INC COM 0.3%
Value ($000) $444 Shares 3,350 Est. Cost $118.72 Unrealized
ODFL OLD DOMINION FGHT LINES INC COM 0.3%
Value ($000) $431 Shares 4,522 Est. Cost $28.45 Unrealized -0.4%
CURRENCYSHARES BRITISH POUND STERLING TRUST 0.3%
Value ($000) $430 Shares 3,388 Est. Cost $122.20 Unrealized
FIRST TR SR FLOATING RATE 2022 COM SHS 0.3%
Value ($000) $429 Shares 42,500 Est. Cost $10.09 Unrealized
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $429 Shares 8,260 Est. Cost $38.07 Unrealized -2.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $416 Shares 10,046 Est. Cost $10060.24 Unrealized
AMP AMERIPRISE FINL INC COM 0.3%
Value ($000) $411 Shares 3,228 Est. Cost $103.84 Unrealized +3.3%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $410 Shares 424 Est. Cost $44.16 Unrealized +8.0%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $408 Shares 439 Est. Cost $37.34 Unrealized +24.3%
PIONEER NAT RES CO COM 0.3%
Value ($000) $408 Shares 2,554 Est. Cost $186.39 Unrealized
TJX TJX COS INC NEW COM 0.3%
Value ($000) $398 Shares 5,508 Est. Cost $34.01 Unrealized -1.8%
SLB SCHLUMBERGER LTD COM 0.3%
Value ($000) $393 Shares 5,964 Est. Cost $63.35 Unrealized -11.9%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $392 Shares 2,115 Est. Cost $152.68 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $391 Shares 4,842 Est. Cost $55.56 Unrealized -0.2%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.3%
Value ($000) $378 Shares 1,723 Est. Cost $15.46 Unrealized +5.6%
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $374 Shares 5,044 Est. Cost $53.88 Unrealized +12.5%
GOLDMAN SACHS MLP INC OPP FD COM SHS 0.3%
Value ($000) $373 Shares 38,750 Est. Cost $10.66 Unrealized
LEN LENNAR CORP CL A 0.3%
Value ($000) $364 Shares 6,822 Est. Cost $41.41 Unrealized +8.6%
MACQUARIE INFRASTRUCTURE CORP COM 0.3%
Value ($000) $360 Shares 4,594 Est. Cost $80.53 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.3%
Value ($000) $355 Shares 3,543 Est. Cost $68.42 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $351 Shares 11,217 Est. Cost $22.47 Unrealized +11.5%
EATON VANCE SH TM DR DIVR INCM COM 0.2%
Value ($000) $348 Shares 24,795 Est. Cost $14.12 Unrealized
VTTI ENERGY PARTNERS LP COM UNIT RP LT 0.2%
Value ($000) $346 Shares 17,604 Est. Cost $19.01 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $345 Shares 6,764 Est. Cost $36.97 Unrealized +2.7%
TORTOISE ENERGY INFRA CORP COM 0.2%
Value ($000) $342 Shares 11,264 Est. Cost $34.90 Unrealized
CMS CMS ENERGY CORP COM 0.2%
Value ($000) $336 Shares 7,260 Est. Cost $33.35 Unrealized +7.5%
BLACKROCK ENHANCED EQT DIV TR COM 0.2%
Value ($000) $326 Shares 37,100 Est. Cost $8.56 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $324 Shares 2,757 Est. Cost $65.59 Unrealized +13.2%
NFLX NETFLIX INC COM 0.2%
Value ($000) $319 Shares 2,134 Est. Cost $15.38 Unrealized 0.0%
V VISA INC COM CL A 0.2%
Value ($000) $317 Shares 3,379 Est. Cost $80.89 Unrealized +8.1%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $308 Shares 7,013 Est. Cost $36.57 Unrealized -3.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $303 Shares 2,753 Est. Cost $102331.52 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.2%
Value ($000) $302 Shares 3,582 Est. Cost $54.20 Unrealized -8.1%
ABT ABBOTT LABS COM 0.2%
Value ($000) $300 Shares 6,164 Est. Cost $36.93 Unrealized +5.3%
DHR DANAHER CORP DEL COM 0.2%
Value ($000) $296 Shares 3,506 Est. Cost $71.26 Unrealized +0.7%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $292 Shares 2,087 Est. Cost $25.15 Unrealized +9.5%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.2%
Value ($000) $291 Shares 19,500 Est. Cost $14.41 Unrealized
SYK STRYKER CORP COM 0.2%
Value ($000) $286 Shares 2,060 Est. Cost $114.51 Unrealized +9.0%
ALLIANZGI EQUITY & CONV INCOME COM 0.2%
Value ($000) $285 Shares 14,420 Est. Cost $19.32 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.2%
Value ($000) $285 Shares 6,620 Est. Cost $43.05 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.2%
Value ($000) $283 Shares 6,520 Est. Cost $34.49 Unrealized -0.4%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $283 Shares 1,101 Est. Cost $205.95 Unrealized +5.6%
PFE PFIZER INC COM 0.2%
Value ($000) $281 Shares 8,344 Est. Cost $20.34 Unrealized +6.2%
O REALTY INCOME CORP COM 0.2%
Value ($000) $276 Shares 5,000 Est. Cost $36.61 Unrealized 0.0%
BLACKROCK 2022 GBL INCM OPP COM 0.2%
Value ($000) $261 Shares 26,000 Est. Cost $10.04 Unrealized
INGR INGREDION INC COM 0.2%
Value ($000) $260 Shares 2,180 Est. Cost $122.30 Unrealized -2.9%
CSB VICTORY CEMP US SMALL CAP HIGH DIVIDEND 100 VOLATILITY WEIGHTED INDEX 0.2%
Value ($000) $259 Shares 6,400 Est. Cost $40.47 Unrealized
CDL VICTORYSHARES US LARGE CAP HIGH DIV VOLATILITY WTD ETF 0.2%
Value ($000) $257 Shares 6,078 Est. Cost $42.28 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $257 Shares 4,003 Est. Cost $46.06 Unrealized +1.0%
POWERSHARES QQQ TRUST, SERIES 1 0.2%
Value ($000) $256 Shares 1,857 Est. Cost $115043.14 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.2%
Value ($000) $250 Shares 3,999 Est. Cost $51.16 Unrealized -2.7%
GIS GENERAL MLS INC COM 0.2%
Value ($000) $250 Shares 4,516 Est. Cost $44.62 Unrealized -5.9%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $248 Shares 1,873 Est. Cost $83.79 Unrealized +19.8%
SRE SEMPRA ENERGY COM 0.2%
Value ($000) $246 Shares 2,183 Est. Cost $42.82 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.2%
Value ($000) $245 Shares 14,756 Est. Cost $10.32 Unrealized +3.9%
CALAMOS GBL DYN INCOME FUND COM 0.2%
Value ($000) $243 Shares 28,500 Est. Cost $7.81 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $241 Shares 1,400 Est. Cost $125.35 Unrealized 0.0%
MMM 3M CO COM 0.2%
Value ($000) $239 Shares 1,150 Est. Cost $104.52 Unrealized +19.3%
HUBB HUBBELL INC COM 0.2%
Value ($000) $236 Shares 2,088 Est. Cost $99.81 Unrealized -3.0%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $235 Shares 3,150 Est. Cost $38.56 Unrealized +1.9%
ALLERGAN PLC SHS 0.2%
Value ($000) $229 Shares 941 Est. Cost $243.36 Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.2%
Value ($000) $225 Shares 8,607 Est. Cost $31.31 Unrealized
NKE NIKE INC CL B 0.2%
Value ($000) $224 Shares 3,798 Est. Cost $48.25 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP DEL COM 0.2%
Value ($000) $222 Shares 3,710 Est. Cost $48.52 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $210 Shares 1,761 Est. Cost $104902.58 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $202 Shares 4,676 Est. Cost $36.67 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $202 Shares 1,600 Est. Cost $101.88 Unrealized 0.0%
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 0.1%
Value ($000) $189 Shares 11,870 Est. Cost $16.68 Unrealized
NUVEEN NEW JERSEY QULT MUN FD COM 0.1%
Value ($000) $166 Shares 12,118 Est. Cost $13.29 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY FD COM 0.1%
Value ($000) $159 Shares 11,000 Est. Cost $14.18 Unrealized
TEKLA WORLD HEALTHCARE FD BEN INT SHS 0.1%
Value ($000) $151 Shares 10,000 Est. Cost $15.10 Unrealized
XHITX INVESCO HIGH INCOME 2023 TARGE COM 0.1%
Value ($000) $151 Shares 15,000 Est. Cost $10.07 Unrealized
KAYNE ANDERSON ENRGY TTL RT FD COM 0.1%
Value ($000) $127 Shares 11,447 Est. Cost $12.67 Unrealized
ANNALY CAP MGMT INC COM 0.1%
Value ($000) $127 Shares 10,500 Est. Cost $12.10 Unrealized
GLOBALSTAR INC COM 0.0%
Value ($000) $64 Shares 30,033 Est. Cost $1.60 Unrealized
ECLIPSE RES CORP COM 0.0%
Value ($000) $43 Shares 15,000 Est. Cost $2.87 Unrealized
FIRST NBC BK HLDG CO COM 0.0%
Value ($000) $1 Shares 10,100 Est. Cost $0.10 Unrealized