Fiduciary Group LLC Diversified Active

CIK: 0001645890 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 18, 2018

Total Value ($000): $510,288 (100.0% shares, 0.0% debt)

Holdings (179)

BSV VANGUARD BD INDEX FD INC 9.7%
Value ($000) $49,308 Shares 631,917 Est. Cost $78.84 Unrealized
VOO VANGUARD INDEX FDS 3.8%
Value ($000) $19,512 Shares 73,063 Est. Cost $186.78 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $16,954 Shares 75,103 Est. Cost $28.22 Unrealized +74.6%
VEA VANGUARD TAX MANAGED INTL FD 2.9%
Value ($000) $14,673 Shares 339,108 Est. Cost $39.75 Unrealized
VXF VANGUARD INDEX FDS 2.6%
Value ($000) $13,495 Shares 110,052 Est. Cost $91.94 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $12,297 Shares 107,522 Est. Cost $45.06 Unrealized +123.7%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $11,798 Shares 138,767 Est. Cost $53.76 Unrealized +8.2%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $11,511 Shares 83,310 Est. Cost $76.94 Unrealized +40.4%
MCO MOODYS CORP 2.1%
Value ($000) $10,815 Shares 64,683 Est. Cost $91.69 Unrealized +79.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value ($000) $10,662 Shares 49,795 Est. Cost $143.66 Unrealized +42.8%
TWENTY FIRST CENTY FOX INC 2.1%
Value ($000) $10,635 Shares 229,543 Est. Cost $30.47 Unrealized
GOOG ALPHABET INC 2.0%
Value ($000) $9,956 Shares 8,342 Est. Cost $36.41 Unrealized +63.3%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $9,746 Shares 86,368 Est. Cost $51.06 Unrealized +81.4%
UNP UNION PAC CORP 1.8%
Value ($000) $9,432 Shares 57,925 Est. Cost $79.51 Unrealized +60.7%
AMZN AMAZON COM INC 1.8%
Value ($000) $9,154 Shares 4,570 Est. Cost $20.90 Unrealized +349.9%
CMCSA COMCAST CORP NEW 1.7%
Value ($000) $8,561 Shares 241,755 Est. Cost $27.09 Unrealized +8.3%
PEP PEPSICO INC 1.6%
Value ($000) $8,093 Shares 72,385 Est. Cost $71.56 Unrealized +26.2%
PFE PFIZER INC 1.6%
Value ($000) $8,049 Shares 182,640 Est. Cost $21.06 Unrealized +31.3%
DIS DISNEY WALT CO 1.5%
Value ($000) $7,879 Shares 67,374 Est. Cost $99.40 Unrealized +7.2%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $7,781 Shares 145,732 Est. Cost $28.64 Unrealized +24.4%
PSX PHILLIPS 66 1.3%
Value ($000) $6,717 Shares 59,592 Est. Cost $57.39 Unrealized +50.0%
WMT WALMART INC 1.3%
Value ($000) $6,678 Shares 71,106 Est. Cost $20.18 Unrealized +35.5%
MMM 3M CO 1.3%
Value ($000) $6,476 Shares 30,735 Est. Cost $102.48 Unrealized +29.0%
VXUS VANGUARD STAR FD 1.2%
Value ($000) $6,256 Shares 115,844 Est. Cost $45.87 Unrealized
KO COCA COLA CO 1.2%
Value ($000) $6,081 Shares 131,644 Est. Cost $29.17 Unrealized +24.5%
DGRW WISDOMTREE TR 1.2%
Value ($000) $5,973 Shares 134,740 Est. Cost $30.46 Unrealized
UNITED TECHNOLOGIES CORP 1.1%
Value ($000) $5,818 Shares 41,612 Est. Cost $114.18 Unrealized
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $5,742 Shares 25,796 Est. Cost $87.40 Unrealized +129.2%
WFC WELLS FARGO CO NEW 1.1%
Value ($000) $5,532 Shares 105,254 Est. Cost $42.06 Unrealized +10.6%
V VISA INC 1.1%
Value ($000) $5,412 Shares 36,057 Est. Cost $67.97 Unrealized +98.8%
HD HOME DEPOT INC 1.1%
Value ($000) $5,372 Shares 25,932 Est. Cost $90.95 Unrealized +84.7%
DOWDUPONT INC 1.0%
Value ($000) $5,061 Shares 78,691 Est. Cost $69.23 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $4,681 Shares 49,490 Est. Cost $42.30 Unrealized +63.5%
META FACEBOOK INC 0.9%
Value ($000) $4,609 Shares 28,028 Est. Cost $143.26 Unrealized +25.5%
GOOGL ALPHABET INC 0.9%
Value ($000) $4,453 Shares 3,689 Est. Cost $36.72 Unrealized +63.6%
KHC KRAFT HEINZ CO 0.9%
Value ($000) $4,442 Shares 80,599 Est. Cost $49.55 Unrealized -15.6%
ORCL ORACLE CORP 0.9%
Value ($000) $4,442 Shares 86,150 Est. Cost $36.65 Unrealized +18.9%
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $4,397 Shares 30,264 Est. Cost $74.19 Unrealized +62.8%
BKNG BOOKING HLDGS INC 0.9%
Value ($000) $4,351 Shares 2,193 Est. Cost $1946.24 Unrealized -0.5%
AMGN AMGEN INC 0.8%
Value ($000) $4,328 Shares 20,881 Est. Cost $126.17 Unrealized +24.7%
BAC BANK AMER CORP 0.8%
Value ($000) $4,247 Shares 144,145 Est. Cost $12.98 Unrealized +96.2%
AON PLC 0.8%
Value ($000) $4,193 Shares 27,268 Est. Cost $109.62 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $4,043 Shares 48,580 Est. Cost $60.05 Unrealized +12.9%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $4,017 Shares 15,389 Est. Cost $117.97 Unrealized +86.8%
MDT MEDTRONIC PLC 0.8%
Value ($000) $3,856 Shares 39,196 Est. Cost $65.35 Unrealized +16.7%
SBUX STARBUCKS CORP 0.7%
Value ($000) $3,522 Shares 61,963 Est. Cost $45.07 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,216 Shares 45,694 Est. Cost $51.01 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $3,106 Shares 25,400 Est. Cost $66.67 Unrealized +31.9%
DGRO ISHARES TR 0.6%
Value ($000) $3,021 Shares 81,504 Est. Cost $28.14 Unrealized
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $2,960 Shares 27,792 Est. Cost $66.62 Unrealized +41.3%
T AT&T INC 0.6%
Value ($000) $2,877 Shares 85,686 Est. Cost $12.23 Unrealized +18.4%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,744 Shares 23,499 Est. Cost $71.91 Unrealized +23.0%
IVV ISHARES TR 0.5%
Value ($000) $2,709 Shares 9,254 Est. Cost $208.93 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $2,535 Shares 36,074 Est. Cost $50.70 Unrealized +0.6%
FDX FEDEX CORP 0.5%
Value ($000) $2,497 Shares 10,372 Est. Cost $206.50 Unrealized +2.8%
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,417 Shares 45,916 Est. Cost $42.46 Unrealized
BA BOEING CO 0.5%
Value ($000) $2,405 Shares 6,468 Est. Cost $167.07 Unrealized +103.0%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,047 Shares 32,969 Est. Cost $45.88 Unrealized -2.0%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $2,043 Shares 14,475 Est. Cost $74.30 Unrealized +58.0%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $1,977 Shares 10,952 Est. Cost $88.13 Unrealized +67.0%
MRK MERCK & CO INC 0.4%
Value ($000) $1,911 Shares 26,938 Est. Cost $39.97 Unrealized +26.7%
BAX BAXTER INTL INC 0.4%
Value ($000) $1,896 Shares 24,600 Est. Cost $31.69 Unrealized +104.9%
BLACKROCK INC 0.4%
Value ($000) $1,822 Shares 3,865 Est. Cost $350.68 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,788 Shares 8,735 Est. Cost $110.30 Unrealized +49.9%
SCHW SCHWAB CHARLES CORP NEW 0.3%
Value ($000) $1,775 Shares 36,113 Est. Cost $27.61 Unrealized +66.8%
EQIX EQUINIX INC 0.3%
Value ($000) $1,769 Shares 4,087 Est. Cost $198.92 Unrealized +91.3%
NKE NIKE INC 0.3%
Value ($000) $1,717 Shares 20,270 Est. Cost $50.70 Unrealized +43.9%
VNO VORNADO RLTY TR 0.3%
Value ($000) $1,683 Shares 23,060 Est. Cost $92.77 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,647 Shares 9,898 Est. Cost $77.05 Unrealized +57.8%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,631 Shares 9,734 Est. Cost $19.29 Unrealized +83.9%
AFL AFLAC INC 0.3%
Value ($000) $1,616 Shares 34,326 Est. Cost $30.65 Unrealized +25.5%
INTC INTEL CORP 0.3%
Value ($000) $1,610 Shares 34,039 Est. Cost $25.45 Unrealized +63.1%
CLX CLOROX CO DEL 0.3%
Value ($000) $1,583 Shares 10,526 Est. Cost $80.03 Unrealized +43.2%
SO SOUTHERN CO 0.3%
Value ($000) $1,547 Shares 35,488 Est. Cost $28.77 Unrealized +19.1%
ABT ABBOTT LABS 0.3%
Value ($000) $1,490 Shares 20,309 Est. Cost $39.31 Unrealized +47.1%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,419 Shares 8,480 Est. Cost $75.39 Unrealized +78.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,343 Shares 27,602 Est. Cost $21.69 Unrealized +66.2%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,338 Shares 8,848 Est. Cost $103.40 Unrealized -2.1%
AYI ACUITY BRANDS INC 0.3%
Value ($000) $1,287 Shares 8,185 Est. Cost $169.64 Unrealized -17.5%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,272 Shares 8,444 Est. Cost $71.43 Unrealized +69.1%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,270 Shares 25,273 Est. Cost $52.37 Unrealized
NTRS NORTHERN TR CORP 0.2%
Value ($000) $1,216 Shares 11,909 Est. Cost $55.99 Unrealized +52.9%
CSX CSX CORP 0.2%
Value ($000) $1,206 Shares 16,286 Est. Cost $10.23 Unrealized +110.9%
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,206 Shares 35,964 Est. Cost $29.54 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $1,159 Shares 10,801 Est. Cost $64.03 Unrealized +41.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,100 Shares 14,207 Est. Cost $46.39 Unrealized +21.5%
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $1,045 Shares 19,636 Est. Cost $45.50 Unrealized -2.9%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,031 Shares 1,797 Est. Cost $102.23 Unrealized +73.7%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,007 Shares 89,196 Est. Cost $26.97 Unrealized
CIGNA CORPORATION 0.2%
Value ($000) $991 Shares 4,757 Est. Cost $162.01 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $966 Shares 6,615 Est. Cost $95.58 Unrealized +21.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $960 Shares 3 Est. Cost $214536.25 Unrealized +44.3%
QCOM QUALCOMM INC 0.2%
Value ($000) $953 Shares 13,230 Est. Cost $49.87 Unrealized +9.6%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $836 Shares 2,416 Est. Cost $150.97 Unrealized +75.0%
SHM SPDR SER TR 0.2%
Value ($000) $811 Shares 17,008 Est. Cost $48.30 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $810 Shares 9,345 Est. Cost $57.09 Unrealized +24.6%
SYK STRYKER CORP 0.2%
Value ($000) $802 Shares 4,515 Est. Cost $96.82 Unrealized +62.7%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $799 Shares 4,692 Est. Cost $100.46 Unrealized +48.5%
EMR EMERSON ELEC CO 0.2%
Value ($000) $793 Shares 10,353 Est. Cost $44.28 Unrealized +39.9%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $774 Shares 3,294 Est. Cost $128.30 Unrealized +58.3%
AETNA INC NEW 0.1%
Value ($000) $735 Shares 3,625 Est. Cost $130.02 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $734 Shares 8,999 Est. Cost $51.59 Unrealized +7.6%
DEO DIAGEO P L C 0.1%
Value ($000) $712 Shares 5,027 Est. Cost $115.30 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $709 Shares 5,428 Est. Cost $92.02 Unrealized +32.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $665 Shares 15,484 Est. Cost $31.25 Unrealized +13.9%
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $648 Shares 9,785 Est. Cost $43.33 Unrealized +15.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $646 Shares 15,045 Est. Cost $38.79 Unrealized -9.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $638 Shares 7,967 Est. Cost $48.57 Unrealized +23.6%
VIG VANGUARD GROUP 0.1%
Value ($000) $633 Shares 5,717 Est. Cost $79.09 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $631 Shares 6,346 Est. Cost $69.07 Unrealized +14.6%
IGSB ISHARES TR 0.1%
Value ($000) $631 Shares 12,180 Est. Cost $78.52 Unrealized
ENERGY TRANSFER PARTNERS LP 0.1%
Value ($000) $614 Shares 27,580 Est. Cost $20.35 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $606 Shares 9,948 Est. Cost $63.79 Unrealized -18.4%
SUNTRUST BKS INC 0.1%
Value ($000) $599 Shares 8,963 Est. Cost $49.35 Unrealized
TMUS T MOBILE US INC 0.1%
Value ($000) $578 Shares 8,235 Est. Cost $35.67 Unrealized +74.1%
RF REGIONS FINL CORP NEW 0.1%
Value ($000) $576 Shares 31,381 Est. Cost $10.15 Unrealized +37.4%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $575 Shares 5,060 Est. Cost $76.80 Unrealized +12.7%
LIBERTY GLOBAL PLC 0.1%
Value ($000) $573 Shares 20,350 Est. Cost $48.46 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $550 Shares 9,484 Est. Cost $7.97 Unrealized +47.8%
TJX TJX COS INC NEW 0.1%
Value ($000) $542 Shares 4,836 Est. Cost $29.10 Unrealized +59.8%
BLACKSTONE GROUP L P 0.1%
Value ($000) $538 Shares 14,125 Est. Cost $37.04 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $537 Shares 8,025 Est. Cost $53.28 Unrealized +5.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $532 Shares 6,780 Est. Cost $55.92 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $526 Shares 4,901 Est. Cost $48.28 Unrealized +86.9%
CB CHUBB LIMITED 0.1%
Value ($000) $524 Shares 3,919 Est. Cost $96.27 Unrealized +23.8%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $503 Shares 3,692 Est. Cost $77.85 Unrealized +40.6%
HDV ISHARES TR 0.1%
Value ($000) $494 Shares 5,458 Est. Cost $74.88 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $468 Shares 14,329 Est. Cost $30.62 Unrealized
RIVERNORTH DOUBLELINE STRATE 0.1%
Value ($000) $449 Shares 26,489 Est. Cost $18.81 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $445 Shares 6,046 Est. Cost $36.10 Unrealized +60.5%
PPG PPG INDS INC 0.1%
Value ($000) $443 Shares 4,056 Est. Cost $94.40 Unrealized +0.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $427 Shares 7,087 Est. Cost $29.29 Unrealized +14.6%
DE DEERE & CO 0.1%
Value ($000) $414 Shares 2,755 Est. Cost $128.61 Unrealized 0.0%
RAYTHEON CO 0.1%
Value ($000) $409 Shares 1,980 Est. Cost $126.97 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $401 Shares 2,382 Est. Cost $140.93 Unrealized
FEDERAL REALTY INVT TR 0.1%
Value ($000) $400 Shares 3,165 Est. Cost $128.08 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $376 Shares 2,850 Est. Cost $120.17 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $371 Shares 2,796 Est. Cost $198.18 Unrealized -37.9%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $364 Shares 14,162 Est. Cost $25.86 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $357 Shares 2,216 Est. Cost $106.82 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $346 Shares 1,719 Est. Cost $153.18 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $345 Shares 4,526 Est. Cost $65.16 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $323 Shares 3,700 Est. Cost $90.49 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $318 Shares 8,570 Est. Cost $39.46 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $309 Shares 1,161 Est. Cost $165.57 Unrealized +39.3%
PIMCO DYNMIC CREDIT AND MRT 0.1%
Value ($000) $307 Shares 12,735 Est. Cost $20.91 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $307 Shares 2,366 Est. Cost $80.92 Unrealized +35.8%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $303 Shares 15,016 Est. Cost $18.60 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $302 Shares 3,967 Est. Cost $41.83 Unrealized +44.4%
IDXX IDEXX LABS INC 0.1%
Value ($000) $300 Shares 1,200 Est. Cost $184.56 Unrealized +31.5%
AB ALLIANCEBERNSTEIN HOLDING LP 0.1%
Value ($000) $296 Shares 9,728 Est. Cost $27.67 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $294 Shares 5,164 Est. Cost $31.68 Unrealized +22.1%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $290 Shares 5,008 Est. Cost $48.95 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $284 Shares 5,565 Est. Cost $32.81 Unrealized +30.2%
MONMOUTH REAL ESTATE INVT CO 0.1%
Value ($000) $273 Shares 16,340 Est. Cost $16.71 Unrealized
UMH UMH PPTYS INC 0.1%
Value ($000) $266 Shares 17,000 Est. Cost $15.65 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $263 Shares 8,862 Est. Cost $45.50 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $256 Shares 1,710 Est. Cost $130.44 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $255 Shares 1,441 Est. Cost $108.12 Unrealized +9.5%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $250 Shares 3,699 Est. Cost $40.64 Unrealized +17.0%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $248 Shares 3,500 Est. Cost $39.64 Unrealized +38.5%
NUVEEN CR STRATEGIES INCM FD 0.0%
Value ($000) $247 Shares 31,010 Est. Cost $8.35 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $246 Shares 2,226 Est. Cost $90.35 Unrealized
BLACKROCK MULTI-SECTOR INC T 0.0%
Value ($000) $243 Shares 14,352 Est. Cost $17.39 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $238 Shares 5,120 Est. Cost $29.14 Unrealized +33.6%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $225 Shares 1,477 Est. Cost $116.84 Unrealized +3.1%
IWR ISHARES TR 0.0%
Value ($000) $223 Shares 1,010 Est. Cost $212.91 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $218 Shares 1,900 Est. Cost $91.02 Unrealized 0.0%
CHE CHEMED CORP NEW 0.0%
Value ($000) $213 Shares 667 Est. Cost $193.28 Unrealized +60.9%
KKR KKR & CO INC 0.0%
Value ($000) $205 Shares 7,500 Est. Cost $24.47 Unrealized 0.0%
DHR DANAHER CORP DEL 0.0%
Value ($000) $203 Shares 1,870 Est. Cost $88.03 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $203 Shares 5,010 Est. Cost $37.52 Unrealized -5.2%
ALPS ETF TR 0.0%
Value ($000) $155 Shares 14,500 Est. Cost $11.26 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $149 Shares 1,768 Est. Cost $80.00 Unrealized -6.8%
COUSINS PPTYS INC 0.0%
Value ($000) $116 Shares 13,000 Est. Cost $9.23 Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $113 Shares 11,000 Est. Cost $10.48 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $85 Shares 1,012 Est. Cost $56.81 Unrealized +31.4%
BANK AMER CORP 0.0%
Value ($000) $40 Shares 2,250 Est. Cost $10.21 Unrealized
AMERICAN INTL GROUP INC 0.0%
Value ($000) $15 Shares 1,025 Est. Cost $27.68 Unrealized