Fiduciary Group LLC Diversified Active

CIK: 0001645890 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $444,265 (100.0% shares, 0.0% debt)

Holdings (176)

BND VANGUARD BD INDEX FD INC 6.2%
Value ($000) $27,662 Shares 337,509 Est. Cost $82.11 Unrealized
VOO VANGUARD INDEX FDS 3.9%
Value ($000) $17,518 Shares 75,916 Est. Cost $186.78 Unrealized
BSV VANGUARD BD INDEX FD INC 3.1%
Value ($000) $13,849 Shares 173,502 Est. Cost $79.97 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 2.8%
Value ($000) $12,392 Shares 285,476 Est. Cost $38.91 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $11,614 Shares 75,355 Est. Cost $28.22 Unrealized +28.1%
XOM EXXON MOBIL CORP 2.5%
Value ($000) $11,018 Shares 134,397 Est. Cost $53.61 Unrealized +1.4%
VXF VANGUARD INDEX FDS 2.4%
Value ($000) $10,540 Shares 98,388 Est. Cost $89.33 Unrealized
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $10,400 Shares 79,996 Est. Cost $75.48 Unrealized +39.1%
MCO MOODYS CORP 2.1%
Value ($000) $9,373 Shares 67,329 Est. Cost $90.81 Unrealized +34.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $9,026 Shares 49,237 Est. Cost $143.01 Unrealized +23.6%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $8,159 Shares 85,423 Est. Cost $50.13 Unrealized +47.0%
CMCSA COMCAST CORP NEW 1.8%
Value ($000) $8,023 Shares 208,488 Est. Cost $26.76 Unrealized +19.6%
MSFT MICROSOFT CORP 1.8%
Value ($000) $7,986 Shares 107,210 Est. Cost $44.28 Unrealized +50.6%
GOOG ALPHABET INC 1.8%
Value ($000) $7,869 Shares 8,204 Est. Cost $36.11 Unrealized +28.0%
PEP PEPSICO INC 1.8%
Value ($000) $7,832 Shares 70,283 Est. Cost $71.11 Unrealized +25.7%
UNP UNION PAC CORP 1.6%
Value ($000) $7,110 Shares 61,312 Est. Cost $79.51 Unrealized +12.1%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $6,977 Shares 140,981 Est. Cost $28.55 Unrealized +5.9%
KO COCA COLA CO 1.5%
Value ($000) $6,452 Shares 143,344 Est. Cost $29.04 Unrealized +20.3%
TWENTY FIRST CENTY FOX INC 1.4%
Value ($000) $6,242 Shares 236,603 Est. Cost $30.47 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $6,232 Shares 174,556 Est. Cost $20.89 Unrealized +6.5%
VXUS VANGUARD STAR FD 1.4%
Value ($000) $6,132 Shares 112,046 Est. Cost $45.34 Unrealized
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $6,067 Shares 66,682 Est. Cost $60.05 Unrealized +21.6%
MMM 3M CO 1.4%
Value ($000) $6,055 Shares 28,847 Est. Cost $100.11 Unrealized +29.7%
DOWDUPONT INC 1.3%
Value ($000) $5,852 Shares 84,531 Est. Cost $69.23 Unrealized
DIS DISNEY WALT CO 1.3%
Value ($000) $5,826 Shares 59,102 Est. Cost $98.91 Unrealized -2.0%
ORCL ORACLE CORP 1.3%
Value ($000) $5,695 Shares 117,796 Est. Cost $36.65 Unrealized +19.9%
WMT WAL-MART STORES INC 1.2%
Value ($000) $5,551 Shares 71,035 Est. Cost $20.09 Unrealized +14.0%
PSX PHILLIPS 66 1.2%
Value ($000) $5,480 Shares 59,817 Est. Cost $56.93 Unrealized +7.6%
ABBV ABBVIE INC 1.2%
Value ($000) $5,466 Shares 61,508 Est. Cost $42.30 Unrealized +26.8%
DGRW WISDOMTREE TR 1.2%
Value ($000) $5,247 Shares 137,503 Est. Cost $30.27 Unrealized
WFC WELLS FARGO CO NEW 1.2%
Value ($000) $5,195 Shares 94,192 Est. Cost $41.63 Unrealized +1.2%
AMZN AMAZON COM INC 1.1%
Value ($000) $4,901 Shares 5,098 Est. Cost $20.90 Unrealized +135.0%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $4,566 Shares 38,021 Est. Cost $70.74 Unrealized +17.1%
HD HOME DEPOT INC 1.0%
Value ($000) $4,452 Shares 27,220 Est. Cost $87.09 Unrealized +43.7%
AMT AMERICAN TOWER CORP NEW 1.0%
Value ($000) $4,347 Shares 31,802 Est. Cost $74.19 Unrealized +51.4%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $4,104 Shares 28,290 Est. Cost $103.40 Unrealized -6.3%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $4,033 Shares 28,560 Est. Cost $87.40 Unrealized +44.6%
UNITED TECHNOLOGIES CORP 0.9%
Value ($000) $4,016 Shares 34,593 Est. Cost $110.97 Unrealized
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $3,931 Shares 20,059 Est. Cost $117.97 Unrealized +45.0%
V VISA INC 0.9%
Value ($000) $3,911 Shares 37,167 Est. Cost $67.97 Unrealized +40.8%
AON PLC 0.9%
Value ($000) $3,798 Shares 25,994 Est. Cost $107.86 Unrealized
T AT&T INC 0.8%
Value ($000) $3,703 Shares 94,536 Est. Cost $12.23 Unrealized +27.6%
BAC BANK AMER CORP 0.8%
Value ($000) $3,693 Shares 145,738 Est. Cost $12.98 Unrealized +53.7%
GOOGL ALPHABET INC 0.8%
Value ($000) $3,612 Shares 3,709 Est. Cost $36.72 Unrealized +28.2%
GENERAL ELECTRIC CO 0.8%
Value ($000) $3,537 Shares 146,293 Est. Cost $26.97 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $3,142 Shares 16,849 Est. Cost $121.91 Unrealized +12.8%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $3,104 Shares 34,317 Est. Cost $66.62 Unrealized +15.0%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,998 Shares 25,511 Est. Cost $66.45 Unrealized +14.7%
XLU SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,809 Shares 52,957 Est. Cost $42.46 Unrealized
SCHB SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,802 Shares 45,997 Est. Cost $50.65 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,792 Shares 53,317 Est. Cost $52.44 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $2,640 Shares 33,949 Est. Cost $64.75 Unrealized +3.4%
DGRO ISHARES TR 0.6%
Value ($000) $2,570 Shares 79,137 Est. Cost $27.91 Unrealized
KHC KRAFT HEINZ CO 0.6%
Value ($000) $2,472 Shares 31,870 Est. Cost $56.38 Unrealized +0.1%
IVV ISHARES TR 0.6%
Value ($000) $2,459 Shares 9,724 Est. Cost $208.93 Unrealized
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $2,396 Shares 16,193 Est. Cost $73.70 Unrealized +57.5%
D DOMINION ENERGY INC 0.5%
Value ($000) $2,279 Shares 29,623 Est. Cost $50.86 Unrealized +5.5%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $2,147 Shares 10,443 Est. Cost $110.30 Unrealized +50.9%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $2,122 Shares 33,284 Est. Cost $46.01 Unrealized -6.3%
MRK MERCK & CO INC 0.5%
Value ($000) $2,077 Shares 32,439 Est. Cost $39.97 Unrealized +16.8%
EQIX EQUINIX INC 0.5%
Value ($000) $2,016 Shares 4,517 Est. Cost $198.92 Unrealized +91.8%
CLX CLOROX CO DEL 0.4%
Value ($000) $1,944 Shares 14,741 Est. Cost $80.03 Unrealized +31.9%
BLACKROCK INC 0.4%
Value ($000) $1,914 Shares 4,280 Est. Cost $350.68 Unrealized
AIG AMERICAN INTL GROUP INC 0.4%
Value ($000) $1,911 Shares 31,136 Est. Cost $45.50 Unrealized +10.2%
SO SOUTHERN CO 0.4%
Value ($000) $1,879 Shares 38,233 Est. Cost $28.77 Unrealized +19.2%
META FACEBOOK INC 0.4%
Value ($000) $1,761 Shares 10,306 Est. Cost $81.09 Unrealized +104.4%
BAX BAXTER INTL INC 0.4%
Value ($000) $1,683 Shares 26,814 Est. Cost $31.69 Unrealized +68.9%
SCHW SCHWAB CHARLES CORP NEW 0.4%
Value ($000) $1,635 Shares 37,386 Est. Cost $27.31 Unrealized +36.1%
AFL AFLAC INC 0.4%
Value ($000) $1,622 Shares 19,925 Est. Cost $24.64 Unrealized +34.4%
CMI CUMMINS INC 0.4%
Value ($000) $1,611 Shares 9,585 Est. Cost $95.58 Unrealized +36.0%
LIBERTY GLOBAL PLC 0.4%
Value ($000) $1,575 Shares 48,160 Est. Cost $48.46 Unrealized
VNO VORNADO RLTY TR 0.3%
Value ($000) $1,554 Shares 20,211 Est. Cost $95.73 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,512 Shares 10,668 Est. Cost $77.05 Unrealized +35.4%
SHM SPDR SER TR 0.3%
Value ($000) $1,481 Shares 30,471 Est. Cost $48.31 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,414 Shares 9,650 Est. Cost $19.29 Unrealized +54.1%
AYI ACUITY BRANDS INC 0.3%
Value ($000) $1,402 Shares 8,185 Est. Cost $169.64 Unrealized +6.8%
BA BOEING CO 0.3%
Value ($000) $1,375 Shares 5,407 Est. Cost $128.84 Unrealized +71.1%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,349 Shares 8,611 Est. Cost $75.39 Unrealized +70.6%
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,314 Shares 39,247 Est. Cost $29.50 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,261 Shares 9,533 Est. Cost $77.29 Unrealized +32.9%
INTC INTEL CORP 0.3%
Value ($000) $1,259 Shares 33,066 Est. Cost $25.03 Unrealized +18.2%
GIS GENERAL MLS INC 0.3%
Value ($000) $1,244 Shares 24,026 Est. Cost $38.79 Unrealized +4.9%
EXPRESS SCRIPTS HLDG CO 0.3%
Value ($000) $1,205 Shares 19,033 Est. Cost $86.23 Unrealized
NTRS NORTHERN TR CORP 0.3%
Value ($000) $1,181 Shares 12,849 Est. Cost $55.99 Unrealized +26.9%
NKE NIKE INC 0.3%
Value ($000) $1,115 Shares 21,501 Est. Cost $50.70 Unrealized -0.6%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,113 Shares 21,471 Est. Cost $49.87 Unrealized -15.2%
ABT ABBOTT LABS 0.2%
Value ($000) $1,099 Shares 20,589 Est. Cost $39.12 Unrealized +10.8%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,063 Shares 12,431 Est. Cost $63.71 Unrealized +13.2%
CIGNA CORPORATION 0.2%
Value ($000) $1,043 Shares 5,578 Est. Cost $162.01 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $949 Shares 28,232 Est. Cost $21.50 Unrealized +14.9%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $876 Shares 7,894 Est. Cost $48.77 Unrealized +54.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $873 Shares 7,987 Est. Cost $68.02 Unrealized +31.7%
CSX CSX CORP 0.2%
Value ($000) $870 Shares 16,031 Est. Cost $9.83 Unrealized +55.8%
COP CONOCOPHILLIPS 0.2%
Value ($000) $870 Shares 17,385 Est. Cost $46.39 Unrealized -25.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $824 Shares 3 Est. Cost $214536.25 Unrealized +23.7%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $797 Shares 5,917 Est. Cost $77.85 Unrealized +24.2%
DEO DIAGEO P L C 0.2%
Value ($000) $790 Shares 5,981 Est. Cost $115.30 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $773 Shares 9,214 Est. Cost $48.57 Unrealized +25.2%
PRICELINE GRP INC 0.2%
Value ($000) $767 Shares 419 Est. Cost $1289.34 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $764 Shares 2,461 Est. Cost $150.97 Unrealized +58.0%
IGSB ISHARES TR 0.2%
Value ($000) $763 Shares 7,245 Est. Cost $105.23 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $762 Shares 5,345 Est. Cost $96.27 Unrealized +29.7%
SUNTRUST BKS INC 0.2%
Value ($000) $738 Shares 12,342 Est. Cost $49.35 Unrealized
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $726 Shares 11,010 Est. Cost $43.33 Unrealized +13.4%
ETN EATON CORP PLC 0.2%
Value ($000) $680 Shares 8,856 Est. Cost $55.14 Unrealized +15.8%
EMR EMERSON ELEC CO 0.2%
Value ($000) $675 Shares 10,743 Est. Cost $44.28 Unrealized +11.2%
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $660 Shares 36,073 Est. Cost $20.35 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $648 Shares 620 Est. Cost $56.39 Unrealized +93.2%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $647 Shares 9,280 Est. Cost $66.77 Unrealized -22.3%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $598 Shares 5,082 Est. Cost $76.80 Unrealized +18.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $588 Shares 14,457 Est. Cost $30.85 Unrealized +12.4%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $585 Shares 8,025 Est. Cost $52.96 Unrealized +11.8%
AETNA INC NEW 0.1%
Value ($000) $557 Shares 3,500 Est. Cost $127.42 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $549 Shares 3,866 Est. Cost $83.95 Unrealized +55.8%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $548 Shares 7,720 Est. Cost $54.95 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $545 Shares 5,749 Est. Cost $78.63 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $536 Shares 4,930 Est. Cost $94.40 Unrealized -3.5%
MCK MCKESSON CORP 0.1%
Value ($000) $531 Shares 3,460 Est. Cost $198.18 Unrealized -26.3%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $527 Shares 3,209 Est. Cost $120.23 Unrealized +16.5%
HDV ISHARES TR 0.1%
Value ($000) $523 Shares 6,081 Est. Cost $74.88 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $511 Shares 5,346 Est. Cost $67.62 Unrealized -1.4%
FAST FASTENAL CO 0.1%
Value ($000) $499 Shares 10,941 Est. Cost $7.97 Unrealized +8.8%
EFX EQUIFAX INC 0.1%
Value ($000) $491 Shares 4,628 Est. Cost $88.59 Unrealized +38.3%
TMUS T MOBILE US INC 0.1%
Value ($000) $488 Shares 7,920 Est. Cost $34.61 Unrealized +75.0%
IDV ISHARES TR 0.1%
Value ($000) $483 Shares 14,293 Est. Cost $30.62 Unrealized
RF REGIONS FINL CORP NEW 0.1%
Value ($000) $478 Shares 31,381 Est. Cost $10.15 Unrealized +2.7%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $477 Shares 3,533 Est. Cost $82.94 Unrealized +38.3%
FEDERAL REALTY INVT TR 0.1%
Value ($000) $412 Shares 3,315 Est. Cost $128.08 Unrealized
RIVERNORTH DOUBLELINE STRATE 0.1%
Value ($000) $398 Shares 20,852 Est. Cost $19.09 Unrealized
RAYTHEON CO 0.1%
Value ($000) $396 Shares 2,120 Est. Cost $119.28 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $394 Shares 6,565 Est. Cost $36.10 Unrealized +23.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $392 Shares 4,375 Est. Cost $41.76 Unrealized +56.1%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $377 Shares 4,667 Est. Cost $41.83 Unrealized +46.4%
TJX TJX COS INC NEW 0.1%
Value ($000) $369 Shares 4,999 Est. Cost $29.10 Unrealized +8.9%
PFF ISHARES TR 0.1%
Value ($000) $354 Shares 9,119 Est. Cost $39.59 Unrealized
BLACKSTONE GROUP L P 0.1%
Value ($000) $341 Shares 10,225 Est. Cost $39.23 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $328 Shares 5,175 Est. Cost $26.10 Unrealized +38.3%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $319 Shares 15,016 Est. Cost $18.60 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $304 Shares 6,600 Est. Cost $37.52 Unrealized -5.6%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $303 Shares 2,280 Est. Cost $106.82 Unrealized
PIMCO DYNMIC CREDIT AND MRT 0.1%
Value ($000) $295 Shares 12,800 Est. Cost $20.91 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $295 Shares 5,565 Est. Cost $32.64 Unrealized +28.2%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $290 Shares 2,366 Est. Cost $80.92 Unrealized +28.5%
IJH ISHARES TR 0.1%
Value ($000) $289 Shares 1,615 Est. Cost $149.76 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $286 Shares 4,252 Est. Cost $64.51 Unrealized
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $283 Shares 3,850 Est. Cost $40.64 Unrealized +22.9%
O REALTY INCOME CORP 0.1%
Value ($000) $279 Shares 4,874 Est. Cost $31.26 Unrealized +18.9%
BLACKROCK MULTI-SECTOR INC T 0.1%
Value ($000) $274 Shares 14,652 Est. Cost $17.39 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $268 Shares 1,807 Est. Cost $137.24 Unrealized
NUVEEN CR STRATEGIES INCM FD 0.1%
Value ($000) $268 Shares 31,550 Est. Cost $8.36 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $267 Shares 4,708 Est. Cost $48.42 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $263 Shares 2,761 Est. Cost $56.81 Unrealized +58.6%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $250 Shares 3,737 Est. Cost $65.08 Unrealized -15.5%
FDX FEDEX CORP 0.1%
Value ($000) $248 Shares 1,100 Est. Cost $158.34 Unrealized +16.8%
MS MORGAN STANLEY 0.1%
Value ($000) $247 Shares 5,120 Est. Cost $29.14 Unrealized +24.4%
USB US BANCORP DEL 0.1%
Value ($000) $247 Shares 4,611 Est. Cost $30.33 Unrealized +24.5%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $246 Shares 2,065 Est. Cost $119.13 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $246 Shares 3,500 Est. Cost $39.64 Unrealized +33.8%
IJR ISHARES TR 0.1%
Value ($000) $246 Shares 3,310 Est. Cost $90.95 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $232 Shares 1,441 Est. Cost $108.12 Unrealized -5.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $231 Shares 1,179 Est. Cost $153.75 Unrealized +9.9%
AB ALLIANCEBERNSTEIN HOLDING LP 0.1%
Value ($000) $229 Shares 9,428 Est. Cost $27.75 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $224 Shares 1,245 Est. Cost $204.21 Unrealized -26.8%
DES WISDOMTREE TR 0.1%
Value ($000) $223 Shares 2,654 Est. Cost $84.02 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $222 Shares 2,223 Est. Cost $84.91 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $221 Shares 1,710 Est. Cost $129.24 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $221 Shares 3,117 Est. Cost $67.94 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $210 Shares 4,400 Est. Cost $43.33 Unrealized +11.5%
CHE CHEMED CORP NEW 0.0%
Value ($000) $202 Shares 1,000 Est. Cost $193.28 Unrealized -1.1%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $201 Shares 3,222 Est. Cost $62.38 Unrealized
ALPS ETF TR 0.0%
Value ($000) $115 Shares 10,250 Est. Cost $12.00 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $66 Shares 1,225 Est. Cost $28.46 Unrealized
BANK AMER CORP 0.0%
Value ($000) $60 Shares 4,500 Est. Cost $10.21 Unrealized
CONFORMIS INC 0.0%
Value ($000) $35 Shares 10,000 Est. Cost $7.00 Unrealized
AMERICAN INTL GROUP INC 0.0%
Value ($000) $29 Shares 1,425 Est. Cost $27.68 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $16 Shares 168 Est. Cost $49.91 Unrealized +79.1%