Fiduciary Group LLC Diversified Active

CIK: 0001645890 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $335,539 (100.0% shares, 0.0% debt)

Holdings (176)

VOO VANGUARD INDEX FDS 3.7%
Value ($000) $12,474 Shares 66,730 Est. Cost $183.00 Unrealized
BND VANGUARD BD INDEX FD INC 3.2%
Value ($000) $10,689 Shares 132,352 Est. Cost $80.84 Unrealized
XOM EXXON MOBIL CORP 3.1%
Value ($000) $10,314 Shares 132,319 Est. Cost $53.58 Unrealized -4.1%
AAPL APPLE INC 2.6%
Value ($000) $8,639 Shares 82,074 Est. Cost $28.26 Unrealized -8.9%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $7,795 Shares 75,883 Est. Cost $74.61 Unrealized +1.8%
VXUS VANGUARD STAR FD 2.3%
Value ($000) $7,658 Shares 169,757 Est. Cost $45.34 Unrealized
BSV VANGUARD BD INDEX FD INC 2.2%
Value ($000) $7,442 Shares 93,524 Est. Cost $79.67 Unrealized
KO COCA COLA CO 2.2%
Value ($000) $7,223 Shares 168,125 Est. Cost $29.04 Unrealized +6.2%
PEP PEPSICO INC 1.9%
Value ($000) $6,379 Shares 63,840 Est. Cost $69.70 Unrealized +5.4%
GOOG ALPHABET INC 1.8%
Value ($000) $5,929 Shares 7,813 Est. Cost $35.61 Unrealized 0.0%
VXF VANGUARD INDEX FDS 1.7%
Value ($000) $5,833 Shares 69,603 Est. Cost $84.24 Unrealized
PG PROCTER & GAMBLE CO 1.7%
Value ($000) $5,773 Shares 72,705 Est. Cost $59.72 Unrealized -3.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $5,661 Shares 42,875 Est. Cost $141.27 Unrealized -5.0%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $5,475 Shares 78,724 Est. Cost $66.62 Unrealized -5.6%
GENERAL ELECTRIC CO 1.6%
Value ($000) $5,419 Shares 173,978 Est. Cost $26.86 Unrealized
EXPRESS SCRIPTS HLDG CO 1.6%
Value ($000) $5,307 Shares 60,713 Est. Cost $88.80 Unrealized
CMCSA COMCAST CORP NEW 1.6%
Value ($000) $5,249 Shares 93,015 Est. Cost $23.05 Unrealized +3.1%
ORCL ORACLE CORP 1.6%
Value ($000) $5,238 Shares 143,383 Est. Cost $36.65 Unrealized -10.5%
TWENTY FIRST CENTY FOX INC 1.5%
Value ($000) $5,049 Shares 185,882 Est. Cost $30.83 Unrealized
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $5,039 Shares 76,321 Est. Cost $49.21 Unrealized +1.0%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $4,997 Shares 108,115 Est. Cost $27.82 Unrealized -3.2%
HD HOME DEPOT INC 1.4%
Value ($000) $4,662 Shares 35,253 Est. Cost $87.09 Unrealized +14.8%
PFE PFIZER INC 1.4%
Value ($000) $4,641 Shares 143,784 Est. Cost $20.75 Unrealized -1.8%
DU PONT E I DE NEMOURS & CO 1.4%
Value ($000) $4,636 Shares 69,604 Est. Cost $63.96 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $4,435 Shares 74,869 Est. Cost $42.28 Unrealized -10.2%
DIS DISNEY WALT CO 1.3%
Value ($000) $4,413 Shares 41,995 Est. Cost $100.00 Unrealized +2.2%
UNP UNION PAC CORP 1.3%
Value ($000) $4,333 Shares 55,413 Est. Cost $78.39 Unrealized -12.9%
AMZN AMAZON COM INC 1.3%
Value ($000) $4,332 Shares 6,410 Est. Cost $20.90 Unrealized +50.8%
AIG AMERICAN INTL GROUP INC 1.3%
Value ($000) $4,282 Shares 69,101 Est. Cost $45.50 Unrealized +4.0%
MSFT MICROSOFT CORP 1.2%
Value ($000) $4,177 Shares 75,288 Est. Cost $39.52 Unrealized +16.2%
DGRW WISDOMTREE TR 1.2%
Value ($000) $4,079 Shares 134,403 Est. Cost $29.94 Unrealized
WFC WELLS FARGO & CO NEW 1.1%
Value ($000) $3,851 Shares 70,848 Est. Cost $41.32 Unrealized -1.2%
GOOGL ALPHABET INC 1.1%
Value ($000) $3,824 Shares 4,915 Est. Cost $36.73 Unrealized 0.0%
T AT&T INC 1.1%
Value ($000) $3,630 Shares 105,484 Est. Cost $12.23 Unrealized +1.7%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $3,618 Shares 23,479 Est. Cost $117.39 Unrealized +5.2%
BAC BANK AMER CORP 1.0%
Value ($000) $3,416 Shares 202,984 Est. Cost $13.14 Unrealized +3.2%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $3,204 Shares 23,284 Est. Cost $102.75 Unrealized -14.8%
MMM 3M CO 0.9%
Value ($000) $3,152 Shares 20,926 Est. Cost $94.62 Unrealized -2.6%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $3,098 Shares 45,040 Est. Cost $46.01 Unrealized +1.5%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,957 Shares 32,871 Est. Cost $66.45 Unrealized -12.1%
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $2,889 Shares 29,803 Est. Cost $73.22 Unrealized +3.7%
PSX PHILLIPS 66 0.9%
Value ($000) $2,859 Shares 34,952 Est. Cost $56.00 Unrealized +5.5%
MA MASTERCARD INC 0.8%
Value ($000) $2,812 Shares 28,884 Est. Cost $86.70 Unrealized +6.3%
LIBERTY GLOBAL PLC 0.8%
Value ($000) $2,776 Shares 68,090 Est. Cost $50.63 Unrealized
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $2,737 Shares 28,439 Est. Cost $68.46 Unrealized +3.2%
XLU SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,727 Shares 63,010 Est. Cost $42.24 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $2,472 Shares 12,064 Est. Cost $206.53 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $2,436 Shares 48,734 Est. Cost $50.13 Unrealized -20.2%
CLX CLOROX CO DEL 0.7%
Value ($000) $2,430 Shares 19,156 Est. Cost $80.03 Unrealized +16.5%
AYI ACUITY BRANDS INC 0.7%
Value ($000) $2,233 Shares 9,550 Est. Cost $169.64 Unrealized +23.8%
V VISA INC 0.7%
Value ($000) $2,231 Shares 28,767 Est. Cost $63.26 Unrealized +14.1%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $1,978 Shares 14,402 Est. Cost $110.30 Unrealized +3.9%
EQIX EQUINIX INC 0.6%
Value ($000) $1,978 Shares 6,542 Est. Cost $198.92 Unrealized +20.3%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $1,965 Shares 37,210 Est. Cost $39.98 Unrealized -8.0%
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $1,875 Shares 20,227 Est. Cost $73.70 Unrealized -3.1%
GIS GENERAL MLS INC 0.6%
Value ($000) $1,847 Shares 32,024 Est. Cost $38.79 Unrealized +4.3%
AON PLC 0.5%
Value ($000) $1,820 Shares 19,738 Est. Cost $98.34 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $1,744 Shares 10,741 Est. Cost $117.01 Unrealized -0.4%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,692 Shares 36,247 Est. Cost $46.39 Unrealized -17.3%
SO SOUTHERN CO 0.5%
Value ($000) $1,682 Shares 35,946 Est. Cost $27.92 Unrealized +6.1%
AFL AFLAC INC 0.5%
Value ($000) $1,676 Shares 27,984 Est. Cost $24.64 Unrealized -0.4%
ABT ABBOTT LABS 0.5%
Value ($000) $1,675 Shares 37,296 Est. Cost $39.12 Unrealized -6.6%
SCHB SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,632 Shares 33,270 Est. Cost $49.57 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $1,513 Shares 17,959 Est. Cost $63.71 Unrealized +9.4%
NKE NIKE INC 0.4%
Value ($000) $1,506 Shares 24,098 Est. Cost $50.70 Unrealized +11.8%
WMT WAL-MART STORES INC 0.4%
Value ($000) $1,477 Shares 24,097 Est. Cost $20.03 Unrealized -17.0%
BLACKROCK INC 0.4%
Value ($000) $1,453 Shares 4,268 Est. Cost $346.02 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $1,448 Shares 14,810 Est. Cost $75.54 Unrealized -3.9%
META FACEBOOK INC 0.4%
Value ($000) $1,400 Shares 13,378 Est. Cost $81.09 Unrealized +25.8%
DEO DIAGEO P L C 0.4%
Value ($000) $1,397 Shares 12,809 Est. Cost $115.30 Unrealized
SFTBY SOFTBANK CORP 0.4%
Value ($000) $1,307 Shares 51,900 Est. Cost $29.26 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,259 Shares 6,985 Est. Cost $164.61 Unrealized -8.2%
BAXALTA INC 0.4%
Value ($000) $1,257 Shares 32,196 Est. Cost $31.50 Unrealized
MCO MOODYS CORP 0.4%
Value ($000) $1,244 Shares 12,393 Est. Cost $96.55 Unrealized -6.2%
INTC INTEL CORP 0.4%
Value ($000) $1,199 Shares 34,811 Est. Cost $25.04 Unrealized +6.4%
BAX BAXTER INTL INC 0.4%
Value ($000) $1,183 Shares 31,007 Est. Cost $31.47 Unrealized -1.3%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,147 Shares 11,040 Est. Cost $19.29 Unrealized +1.1%
SCHW SCHWAB CHARLES CORP NEW 0.3%
Value ($000) $1,129 Shares 34,287 Est. Cost $27.77 Unrealized +0.4%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,127 Shares 6,978 Est. Cost $120.23 Unrealized +10.5%
CMI CUMMINS INC 0.3%
Value ($000) $1,103 Shares 12,529 Est. Cost $96.03 Unrealized -21.1%
NTRS NORTHERN TR CORP 0.3%
Value ($000) $1,093 Shares 15,160 Est. Cost $55.99 Unrealized -2.4%
WHOLE FOODS MKT INC 0.3%
Value ($000) $1,048 Shares 31,280 Est. Cost $39.43 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,037 Shares 7,170 Est. Cost $128.84 Unrealized +0.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,030 Shares 9,948 Est. Cost $74.61 Unrealized -0.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $994 Shares 8,414 Est. Cost $74.17 Unrealized +17.6%
ENERGY TRANSFER PRTNRS L P 0.3%
Value ($000) $978 Shares 28,990 Est. Cost $52.19 Unrealized
EQR EQUITY RESIDENTIAL 0.3%
Value ($000) $973 Shares 11,925 Est. Cost $43.33 Unrealized +8.0%
MCK MCKESSON CORP 0.3%
Value ($000) $968 Shares 4,908 Est. Cost $213.12 Unrealized -18.1%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $935 Shares 11,049 Est. Cost $77.29 Unrealized -10.6%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $879 Shares 12,600 Est. Cost $66.77 Unrealized -16.0%
CIGNA CORPORATION 0.3%
Value ($000) $866 Shares 5,918 Est. Cost $162.01 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $854 Shares 19,051 Est. Cost $30.85 Unrealized +15.0%
SCHZ SCHWAB STRATEGIC TR 0.3%
Value ($000) $853 Shares 16,565 Est. Cost $51.66 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $845 Shares 8,791 Est. Cost $110.96 Unrealized
CHUBB CORP 0.2%
Value ($000) $781 Shares 5,887 Est. Cost $95.10 Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $779 Shares 10,666 Est. Cost $51.97 Unrealized -16.7%
IGSB ISHARES TR 0.2%
Value ($000) $778 Shares 7,438 Est. Cost $105.18 Unrealized
ARM HLDGS PLC 0.2%
Value ($000) $775 Shares 17,123 Est. Cost $47.98 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $755 Shares 8,909 Est. Cost $67.60 Unrealized +2.3%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $754 Shares 10,556 Est. Cost $48.30 Unrealized -4.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $674 Shares 7,663 Est. Cost $48.32 Unrealized +8.2%
MONSANTO CO NEW 0.2%
Value ($000) $673 Shares 6,832 Est. Cost $101.40 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $671 Shares 5,268 Est. Cost $75.84 Unrealized +12.1%
ETN EATON CORP PLC 0.2%
Value ($000) $646 Shares 12,404 Est. Cost $55.14 Unrealized -21.9%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $640 Shares 7,512 Est. Cost $84.49 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $619 Shares 6,261 Est. Cost $94.40 Unrealized -10.9%
VIG VANGUARD SPECIALIZED PORTFOL 0.2%
Value ($000) $610 Shares 7,843 Est. Cost $78.14 Unrealized
TMUS T MOBILE US INC 0.2%
Value ($000) $601 Shares 15,365 Est. Cost $34.61 Unrealized +7.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $593 Shares 3 Est. Cost $214536.25 Unrealized -6.2%
HDV ISHARES TR 0.2%
Value ($000) $563 Shares 7,673 Est. Cost $73.54 Unrealized
SUNTRUST BKS INC 0.2%
Value ($000) $552 Shares 12,881 Est. Cost $43.02 Unrealized
CSX CSX CORP 0.2%
Value ($000) $543 Shares 20,933 Est. Cost $9.83 Unrealized -20.7%
DGRO ISHARES TR 0.2%
Value ($000) $537 Shares 20,906 Est. Cost $25.69 Unrealized
EFX EQUIFAX INC 0.2%
Value ($000) $527 Shares 4,728 Est. Cost $88.13 Unrealized +11.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $520 Shares 2,395 Est. Cost $148.80 Unrealized +11.1%
FEDERAL REALTY INVT TR 0.2%
Value ($000) $519 Shares 3,555 Est. Cost $128.08 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $515 Shares 4,942 Est. Cost $107.07 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $514 Shares 7,710 Est. Cost $52.97 Unrealized -0.8%
GPC GENUINE PARTS CO 0.1%
Value ($000) $502 Shares 5,850 Est. Cost $67.65 Unrealized -3.6%
FAST FASTENAL CO 0.1%
Value ($000) $500 Shares 12,245 Est. Cost $7.93 Unrealized -5.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $499 Shares 10,432 Est. Cost $44.23 Unrealized -17.4%
AETNA INC NEW 0.1%
Value ($000) $487 Shares 4,500 Est. Cost $127.55 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $485 Shares 17,847 Est. Cost $20.54 Unrealized -1.8%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $440 Shares 8,300 Est. Cost $54.06 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $432 Shares 4,532 Est. Cost $67.69 Unrealized -0.7%
PAYX PAYCHEX INC 0.1%
Value ($000) $432 Shares 8,163 Est. Cost $35.43 Unrealized +8.8%
BLACKSTONE GROUP L P 0.1%
Value ($000) $430 Shares 14,710 Est. Cost $40.34 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $412 Shares 5,668 Est. Cost $59.06 Unrealized -6.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $410 Shares 751 Est. Cost $55.94 Unrealized +0.4%
DVA DAVITA HEALTHCARE PARTNERS I 0.1%
Value ($000) $407 Shares 5,845 Est. Cost $82.12 Unrealized -10.8%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $396 Shares 4,440 Est. Cost $65.40 Unrealized -2.7%
GM GENERAL MTRS CO 0.1%
Value ($000) $385 Shares 11,308 Est. Cost $27.83 Unrealized -0.4%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $373 Shares 5,802 Est. Cost $41.02 Unrealized +8.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $369 Shares 6,334 Est. Cost $25.52 Unrealized +15.4%
SJM SMUCKER J M CO 0.1%
Value ($000) $366 Shares 2,970 Est. Cost $87.89 Unrealized 0.0%
SYK STRYKER CORP 0.1%
Value ($000) $353 Shares 3,800 Est. Cost $83.78 Unrealized +1.7%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $352 Shares 3,368 Est. Cost $80.68 Unrealized +11.5%
HAL HALLIBURTON CO 0.1%
Value ($000) $351 Shares 10,300 Est. Cost $37.52 Unrealized -17.4%
TJX TJX COS INC NEW 0.1%
Value ($000) $343 Shares 4,836 Est. Cost $28.69 Unrealized +7.7%
GWW GRAINGER W W INC 0.1%
Value ($000) $339 Shares 1,674 Est. Cost $204.21 Unrealized -14.4%
VFC V F CORP 0.1%
Value ($000) $330 Shares 5,294 Est. Cost $67.62 Unrealized -7.7%
BP BP PLC 0.1%
Value ($000) $326 Shares 10,419 Est. Cost $39.95 Unrealized
VALEANT PHARMACEUTICALS INTL 0.1%
Value ($000) $321 Shares 3,155 Est. Cost $222.08 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $312 Shares 1,607 Est. Cost $108.12 Unrealized +7.1%
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $296 Shares 4,372 Est. Cost $56.86 Unrealized -6.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $287 Shares 2,541 Est. Cost $80.92 Unrealized +9.8%
REYNOLDS AMERICAN INC 0.1%
Value ($000) $283 Shares 6,128 Est. Cost $59.48 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $277 Shares 2,604 Est. Cost $106.82 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $277 Shares 6,375 Est. Cost $48.45 Unrealized
AMERICAN INTL GROUP INC 0.1%
Value ($000) $271 Shares 11,425 Est. Cost $27.68 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $264 Shares 5,093 Est. Cost $49.82 Unrealized -0.3%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $257 Shares 3,528 Est. Cost $47.77 Unrealized -1.5%
IJH ISHARES TR 0.1%
Value ($000) $250 Shares 1,794 Est. Cost $149.76 Unrealized
TARO PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $249 Shares 1,610 Est. Cost $143.74 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $247 Shares 4,200 Est. Cost $63.55 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $243 Shares 2,275 Est. Cost $77.61 Unrealized +4.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $237 Shares 4,320 Est. Cost $41.30 Unrealized +2.4%
JPMORGAN CHASE & CO 0.1%
Value ($000) $231 Shares 7,972 Est. Cost $39.60 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $231 Shares 3,400 Est. Cost $67.94 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $229 Shares 5,565 Est. Cost $32.64 Unrealized -0.5%
C CITIGROUP INC 0.1%
Value ($000) $225 Shares 4,344 Est. Cost $39.62 Unrealized 0.0%
RAYTHEON CO 0.1%
Value ($000) $223 Shares 1,794 Est. Cost $109.51 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.1%
Value ($000) $217 Shares 9,100 Est. Cost $28.69 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $217 Shares 3,207 Est. Cost $44.94 Unrealized -0.8%
O REALTY INCOME CORP 0.1%
Value ($000) $212 Shares 4,100 Est. Cost $29.76 Unrealized 0.0%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $204 Shares 3,500 Est. Cost $39.64 Unrealized 0.0%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $184 Shares 11,318 Est. Cost $19.49 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.0%
Value ($000) $158 Shares 4,140 Est. Cost $35.93 Unrealized
LIBERTY INTERACTIVE CORP 0.0%
Value ($000) $77 Shares 2,830 Est. Cost $26.64 Unrealized
FORTRESS INVESTMENT GROUP LL 0.0%
Value ($000) $51 Shares 10,000 Est. Cost $5.10 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.0%
Value ($000) $47 Shares 1,190 Est. Cost $35.86 Unrealized
BANK AMER CORP 0.0%
Value ($000) $43 Shares 7,400 Est. Cost $6.22 Unrealized
WELLS FARGO & CO NEW 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $22.50 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.40 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $15 Shares 296 Est. Cost $49.91 Unrealized -0.1%
LIBERTY GLOBAL PLC 0.0%
Value ($000) $7 Shares 171 Est. Cost $33.43 Unrealized