Cascade Investment Advisors, Inc. Diversified Active

CIK: 0001681490 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 17, 2018

Total Value ($000): $126,085,662 (100.0% shares, 0.0% debt)

Holdings (189)

WFC Emerson Electric Co 4.6%
Value ($000) $5,794,903 Shares 91,321 Est. Cost $37.51 Unrealized +20.2%
INTC Intel Corp 2.7%
Value ($000) $3,453,686 Shares 74,819 Est. Cost $26.91 Unrealized +35.8%
USB U S Bancorp Del New 2.6%
Value ($000) $3,256,744 Shares 60,782 Est. Cost $29.17 Unrealized +33.8%
MSFT Microsoft Corp 2.0%
Value ($000) $2,522,317 Shares 29,487 Est. Cost $45.98 Unrealized +63.7%
AAPL Apple Computer Inc 1.8%
Value ($000) $2,250,420 Shares 13,298 Est. Cost $24.54 Unrealized +59.3%
NVS Novartis AG ADR 1.7%
Value ($000) $2,151,475 Shares 25,625 Est. Cost $81219.53 Unrealized
CSCO Cisco Systems Inc 1.6%
Value ($000) $2,078,502 Shares 54,269 Est. Cost $20.86 Unrealized +34.1%
Agrium Inc 1.6%
Value ($000) $2,060,800 Shares 17,920 Est. Cost $91123.24 Unrealized
ALL Allstate Corporation 1.5%
Value ($000) $1,931,899 Shares 18,450 Est. Cost $54.10 Unrealized +51.1%
IBM Intl Business Machine 1.5%
Value ($000) $1,918,670 Shares 12,506 Est. Cost $96.46 Unrealized +5.9%
MGA Magna Intl Inc 1.4%
Value ($000) $1,807,206 Shares 31,890 Est. Cost $30.38 Unrealized +41.0%
BMO Bank Montreal Quebec 1.4%
Value ($000) $1,803,650 Shares 22,540 Est. Cost $43.24 Unrealized +29.5%
CHRW C H Robinson Worldwide 1.4%
Value ($000) $1,801,877 Shares 20,225 Est. Cost $58.05 Unrealized +16.0%
TPR Tapestry Inc 1.4%
Value ($000) $1,795,738 Shares 40,600 Est. Cost $32.95 Unrealized 0.0%
HON Honeywell Int'l. 1.4%
Value ($000) $1,728,367 Shares 11,270 Est. Cost $84.19 Unrealized +34.7%
BCE B C E Inc. 1.4%
Value ($000) $1,711,796 Shares 35,655 Est. Cost $26.09 Unrealized +10.3%
COP ConocoPhillips 1.3%
Value ($000) $1,700,931 Shares 30,988 Est. Cost $32.96 Unrealized +20.3%
TGT Target Corporation 1.3%
Value ($000) $1,643,024 Shares 25,180 Est. Cost $54.13 Unrealized -11.2%
XOM Exxon Mobil Corporation 1.3%
Value ($000) $1,632,485 Shares 19,518 Est. Cost $57.35 Unrealized -0.4%
BWA Borg Warner Inc 1.3%
Value ($000) $1,631,559 Shares 31,935 Est. Cost $26.23 Unrealized +55.2%
FDX FedEx Corporation 1.3%
Value ($000) $1,617,019 Shares 6,480 Est. Cost $184.88 Unrealized +7.7%
JLL Jones Lang LaSalle 1.3%
Value ($000) $1,606,954 Shares 10,790 Est. Cost $98.86 Unrealized +41.2%
VMware Inc. 1.3%
Value ($000) $1,606,602 Shares 12,820 Est. Cost $91344.27 Unrealized
WELL Welltower, Inc. REIT 1.3%
Value ($000) $1,600,044 Shares 25,090 Est. Cost $49.47 Unrealized +1.9%
WSM Williams Sonoma 1.2%
Value ($000) $1,555,653 Shares 30,090 Est. Cost $20.52 Unrealized +3.3%
KR Kroger Company 1.2%
Value ($000) $1,543,376 Shares 56,225 Est. Cost $27.52 Unrealized -28.8%
ORCL Oracle Corporation 1.2%
Value ($000) $1,525,725 Shares 32,270 Est. Cost $34.58 Unrealized +25.8%
OMC Omnicom Group Inc 1.2%
Value ($000) $1,515,956 Shares 20,815 Est. Cost $58.70 Unrealized -8.7%
DIS Disney, Walt Hldg Co 1.2%
Value ($000) $1,498,151 Shares 13,935 Est. Cost $93.37 Unrealized +4.2%
VZ Verizon Communication 1.2%
Value ($000) $1,486,168 Shares 28,078 Est. Cost $31.41 Unrealized +1.7%
WGO Winnebago Industries 1.2%
Value ($000) $1,481,184 Shares 26,640 Est. Cost $21.51 Unrealized +133.4%
WMT Wal-Mart Stores Inc 1.2%
Value ($000) $1,469,893 Shares 14,885 Est. Cost $19.53 Unrealized +37.3%
GILD Gilead Sciences Inc. 1.1%
Value ($000) $1,436,740 Shares 20,055 Est. Cost $58.51 Unrealized -4.5%
AFL A F L A C, Inc. 1.1%
Value ($000) $1,435,203 Shares 16,350 Est. Cost $27.39 Unrealized +28.9%
JCI Johnson Controls, Inc 1.1%
Value ($000) $1,423,789 Shares 37,360 Est. Cost $34.42 Unrealized -5.7%
RYN Rayonier Inc. 1.1%
Value ($000) $1,399,627 Shares 44,250 Est. Cost $26244.47 Unrealized
CAT Caterpillar Inc 1.1%
Value ($000) $1,399,310 Shares 8,880 Est. Cost $60.98 Unrealized +90.7%
AMGN Amgen, Inc. 1.1%
Value ($000) $1,381,635 Shares 7,945 Est. Cost $116.20 Unrealized +18.9%
Ubiquiti Networks 1.1%
Value ($000) $1,371,751 Shares 19,315 Est. Cost $56019.96 Unrealized
CoreLogic Inc. 1.1%
Value ($000) $1,366,198 Shares 29,565 Est. Cost $36830.00 Unrealized
QCOM Qualcomm Inc 1.1%
Value ($000) $1,364,586 Shares 21,315 Est. Cost $43.96 Unrealized +11.5%
NUE Nucor Corp. 1.1%
Value ($000) $1,352,664 Shares 21,275 Est. Cost $49.84 Unrealized -1.7%
INFY Infosys Ltd Sponsored ADR 1.1%
Value ($000) $1,345,043 Shares 82,925 Est. Cost $15594.54 Unrealized
RCI Rogers Communication 1.1%
Value ($000) $1,340,477 Shares 26,320 Est. Cost $38.84 Unrealized +34.2%
Glaxosmithkline PLC 1.1%
Value ($000) $1,334,913 Shares 37,635 Est. Cost $42599.29 Unrealized
WY Weyerhaeuser Co. 1.0%
Value ($000) $1,311,198 Shares 37,186 Est. Cost $21.13 Unrealized +21.8%
AMCX AMC Networks Inc Class A 1.0%
Value ($000) $1,268,987 Shares 23,465 Est. Cost $53.39 Unrealized 0.0%
Sensata Technologies 1.0%
Value ($000) $1,264,716 Shares 24,745 Est. Cost $42972.79 Unrealized
Nordstrom Inc. 1.0%
Value ($000) $1,264,572 Shares 26,690 Est. Cost $38758.42 Unrealized
TRN Trinity Industries 1.0%
Value ($000) $1,259,967 Shares 33,635 Est. Cost $9.68 Unrealized +93.8%
GTN Gray Television Inc. 1.0%
Value ($000) $1,246,702 Shares 74,430 Est. Cost $14.64 Unrealized +6.7%
SAH Sonic Automotive Inc 1.0%
Value ($000) $1,211,980 Shares 65,690 Est. Cost $17.40 Unrealized +17.0%
APLE Apple Hospitality RE 0.9%
Value ($000) $1,160,421 Shares 59,175 Est. Cost $19874.95 Unrealized
SEDG Solaredge Technologies 0.9%
Value ($000) $1,159,356 Shares 30,875 Est. Cost $17.72 Unrealized +94.4%
Hanesbrands Inc. 0.9%
Value ($000) $1,105,511 Shares 52,870 Est. Cost $21080.53 Unrealized
MCK McKesson Corp. 0.9%
Value ($000) $1,082,293 Shares 6,940 Est. Cost $145.76 Unrealized -4.7%
SABR Sabre Corporation 0.8%
Value ($000) $1,055,750 Shares 51,500 Est. Cost $19.15 Unrealized 0.0%
MUR Murphy Oil Corp Hldg 0.8%
Value ($000) $1,051,042 Shares 33,850 Est. Cost $20.97 Unrealized -1.1%
APOG Apogee Enterprises 0.8%
Value ($000) $1,049,046 Shares 22,940 Est. Cost $40.95 Unrealized -2.3%
ZBRA Zebra Technologies Class A 0.8%
Value ($000) $1,027,101 Shares 9,895 Est. Cost $74.12 Unrealized +46.7%
GNTX Gentex Corp. 0.8%
Value ($000) $969,461 Shares 46,275 Est. Cost $16.00 Unrealized +24.3%
R Ryder System Inc. 0.8%
Value ($000) $954,908 Shares 11,345 Est. Cost $73.69 Unrealized +10.8%
MET MetLife Inc 0.8%
Value ($000) $948,404 Shares 18,758 Est. Cost $39.89 Unrealized 0.0%
I L G Inc. 0.8%
Value ($000) $946,960 Shares 33,250 Est. Cost $18170.00 Unrealized
JNJ Johnson & Johnson 0.7%
Value ($000) $939,385 Shares 6,723 Est. Cost $87.05 Unrealized +27.5%
PK Park Hotels & Resorts 0.7%
Value ($000) $929,142 Shares 32,318 Est. Cost $26246.10 Unrealized
SBH Sally Beauty Holding 0.7%
Value ($000) $910,704 Shares 48,545 Est. Cost $19.61 Unrealized -11.6%
Nielsen Holdings PLC 0.7%
Value ($000) $870,324 Shares 23,910 Est. Cost $40926.74 Unrealized
NCLH Norwegian Cruise Lines 0.7%
Value ($000) $849,603 Shares 15,955 Est. Cost $52.44 Unrealized +5.5%
CCL Carnival Corp New 0.7%
Value ($000) $831,284 Shares 12,525 Est. Cost $56.66 Unrealized +7.2%
EPD Enterprise Products 0.7%
Value ($000) $825,521 Shares 31,140 Est. Cost $29238.54 Unrealized
Tupperware Corporation 0.7%
Value ($000) $821,370 Shares 13,100 Est. Cost $56699.69 Unrealized
Hilton Worldwide Holdings 0.6%
Value ($000) $819,044 Shares 10,256 Est. Cost $24114.69 Unrealized
OXY Occidental Petroleum 0.6%
Value ($000) $813,795 Shares 11,048 Est. Cost $55.13 Unrealized -0.0%
HIMX Himax Technologies 0.6%
Value ($000) $808,331 Shares 77,575 Est. Cost $8516.10 Unrealized
Super Micro Computer 0.6%
Value ($000) $779,456 Shares 37,250 Est. Cost $27730.00 Unrealized
TAP Molson Coors Brewing 0.6%
Value ($000) $770,226 Shares 9,385 Est. Cost $65.25 Unrealized 0.0%
CRI Carters Inc. 0.6%
Value ($000) $764,859 Shares 6,510 Est. Cost $67.32 Unrealized +21.6%
KIM Kimco Realty Corp REIT 0.5%
Value ($000) $691,061 Shares 38,075 Est. Cost $12.83 Unrealized -2.9%
AR Antero Resouces Corp 0.5%
Value ($000) $652,650 Shares 34,350 Est. Cost $24.48 Unrealized -21.7%
DNOW Now, Inc. 0.5%
Value ($000) $621,264 Shares 56,325 Est. Cost $18.34 Unrealized -37.7%
Party City Holdco Inc 0.5%
Value ($000) $602,291 Shares 43,175 Est. Cost $13549.98 Unrealized
TBRG Computer Programs & Systems 0.5%
Value ($000) $587,477 Shares 19,550 Est. Cost $29.33 Unrealized -2.7%
RIG Transocean Ltd. 0.4%
Value ($000) $510,771 Shares 47,825 Est. Cost $10.46 Unrealized -0.8%
PVH PVH Corp. 0.4%
Value ($000) $487,781 Shares 3,555 Est. Cost $92.31 Unrealized +39.9%
HDSN Hudson Technologies 0.3%
Value ($000) $385,900 Shares 63,575 Est. Cost $8.66 Unrealized -29.8%
DLR Digital Realty TRUST 0.3%
Value ($000) $359,696 Shares 3,158 Est. Cost $68.87 Unrealized +28.6%
PG Procter & Gamble Co 0.3%
Value ($000) $341,979 Shares 3,722 Est. Cost $64.31 Unrealized +13.0%
Berkshire Hathaway Class A 0.2%
Value ($000) $297,600 Shares 100 Est. Cost $2441210.00 Unrealized
JPM JP Morgan Chase & Co 0.2%
Value ($000) $292,373 Shares 2,734 Est. Cost $50.59 Unrealized +60.7%
Rowan Companies Inc 0.2%
Value ($000) $290,884 Shares 18,575 Est. Cost $17522.37 Unrealized
Lexington Realty Trust 0.2%
Value ($000) $271,493 Shares 28,134 Est. Cost $10144.52 Unrealized
Magellan Midstream Partners 0.2%
Value ($000) $260,704 Shares 3,675 Est. Cost $76000.00 Unrealized
NOC Northrop Grumman Co. 0.2%
Value ($000) $258,418 Shares 842 Est. Cost $217.50 Unrealized +20.9%
F Ford Motor Company 0.2%
Value ($000) $250,736 Shares 20,075 Est. Cost $7.93 Unrealized +1.1%
BA Boeing Co 0.2%
Value ($000) $235,928 Shares 800 Est. Cost $124.77 Unrealized +106.3%
HD Home Depot Inc 0.2%
Value ($000) $194,268 Shares 1,025 Est. Cost $104.91 Unrealized +35.0%
PFE Pfizer Incorporated 0.2%
Value ($000) $193,414 Shares 5,340 Est. Cost $21.64 Unrealized +10.0%
Kellogg Company 0.1%
Value ($000) $183,599 Shares 2,700 Est. Cost $50.93 Unrealized -12.2%
T A T & T Inc. 0.1%
Value ($000) $170,100 Shares 4,375 Est. Cost $15.37 Unrealized -0.8%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $164,097 Shares 1,360 Est. Cost $93.43 Unrealized -6.2%
BRK/B Berkshire Hathaway Class B 0.1%
Value ($000) $152,827 Shares 771 Est. Cost $145.91 Unrealized +30.1%
PEP Pepsico Incorporated 0.1%
Value ($000) $143,904 Shares 1,200 Est. Cost $77.08 Unrealized +15.5%
General Electric Company 0.1%
Value ($000) $136,982 Shares 7,850 Est. Cost $30581.00 Unrealized
Royal Dutch Shell Class A 0.1%
Value ($000) $136,755 Shares 2,050 Est. Cost $55014.93 Unrealized
SLB Schlumberger Ltd 0.1%
Value ($000) $129,725 Shares 1,925 Est. Cost $59.54 Unrealized -14.0%
KO Coca Cola Company 0.1%
Value ($000) $108,781 Shares 2,371 Est. Cost $33.17 Unrealized +7.4%
SBUX Starbucks Corp 0.1%
Value ($000) $107,279 Shares 1,868 Est. Cost $46.26 Unrealized +2.5%
CVX ChevronTexaco Corp 0.1%
Value ($000) $105,660 Shares 844 Est. Cost $72.46 Unrealized +15.3%
MAT Mattel Incorporated 0.1%
Value ($000) $101,892 Shares 6,625 Est. Cost $31.66 Unrealized -49.9%
MRK Merck & Co Inc 0.1%
Value ($000) $97,178 Shares 1,727 Est. Cost $40.43 Unrealized +6.3%
Umpqua Holdings Corp 0.1%
Value ($000) $91,832 Shares 4,415 Est. Cost $15470.00 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $90,540 Shares 1,200 Est. Cost $56.68 Unrealized +6.4%
ABT Abbott Laboratories 0.1%
Value ($000) $84,121 Shares 1,474 Est. Cost $33.58 Unrealized +43.3%
TJX T J X Cos Inc 0.1%
Value ($000) $76,460 Shares 1,000 Est. Cost $33.34 Unrealized -2.8%
MCO Moodys Corp 0.1%
Value ($000) $73,805 Shares 500 Est. Cost $89.85 Unrealized +51.7%
GOOGL Alphabet, Inc. Class A 0.1%
Value ($000) $72,684 Shares 69 Est. Cost $36.50 Unrealized +40.4%
DowDupont Inc 0.1%
Value ($000) $69,012 Shares 969 Est. Cost $69229.10 Unrealized
VMI Valmont Industries 0.1%
Value ($000) $66,340 Shares 400 Est. Cost $132.23 Unrealized +23.0%
Kinder Morgan Inc 0.1%
Value ($000) $63,516 Shares 3,515 Est. Cost $19081.54 Unrealized
CitiGroup 0.0%
Value ($000) $59,528 Shares 800 Est. Cost $66880.00 Unrealized
AMZN Amazon Com Inc 0.0%
Value ($000) $58,473 Shares 50 Est. Cost $49.12 Unrealized +12.0%
MU Micron Technology Inc 0.0%
Value ($000) $57,568 Shares 1,400 Est. Cost $28.55 Unrealized +47.2%
CTSH Cognizant Tech Sol Class A 0.0%
Value ($000) $56,816 Shares 800 Est. Cost $50.51 Unrealized +29.0%
MBGAF Daimler AG 0.0%
Value ($000) $54,967 Shares 650 Est. Cost $42.06 Unrealized +22.0%
XYL Xylem Inc. 0.0%
Value ($000) $54,560 Shares 800 Est. Cost $46.97 Unrealized +28.3%
SON Sonoco Products Co 0.0%
Value ($000) $53,140 Shares 1,000 Est. Cost $34.39 Unrealized +15.3%
COST Costco Whsl Corp New 0.0%
Value ($000) $50,252 Shares 270 Est. Cost $128.04 Unrealized +20.6%
DUK Duke Energy Corporation 0.0%
Value ($000) $49,204 Shares 585 Est. Cost $57.84 Unrealized +8.3%
MMM 3M Company 0.0%
Value ($000) $47,544 Shares 202 Est. Cost $103.12 Unrealized +40.6%
United Technologies 0.0%
Value ($000) $46,307 Shares 363 Est. Cost $110337.81 Unrealized
CNP Centerpoint Energy 0.0%
Value ($000) $45,376 Shares 1,600 Est. Cost $21.24 Unrealized +7.1%
ABBV AbbVie Inc 0.0%
Value ($000) $41,585 Shares 430 Est. Cost $41.55 Unrealized +61.0%
Bank Of America Corp 0.0%
Value ($000) $38,376 Shares 1,300 Est. Cost $24664.62 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $35,745 Shares 300 Est. Cost $75.00 Unrealized +15.0%
AEP Amer Electric Pwr Co 0.0%
Value ($000) $35,460 Shares 482 Est. Cost $52.46 Unrealized +6.9%
PNR Pentair PLC 0.0%
Value ($000) $35,310 Shares 500 Est. Cost $38.30 Unrealized +8.0%
NEE Nextera Energy Inc. 0.0%
Value ($000) $33,580 Shares 215 Est. Cost $25.15 Unrealized +25.3%
ITW Illinois Tool Works 0.0%
Value ($000) $33,370 Shares 200 Est. Cost $83.28 Unrealized +57.1%
CME CME Group Class A 0.0%
Value ($000) $31,692 Shares 217 Est. Cost $105.45 Unrealized 0.0%
CHKP Check Point Software 0.0%
Value ($000) $31,086 Shares 300 Est. Cost $83.69 Unrealized +29.8%
Royal Dutch Shell Class B 0.0%
Value ($000) $29,911 Shares 438 Est. Cost $68289.95 Unrealized
DTE D T E Energy Company 0.0%
Value ($000) $29,554 Shares 270 Est. Cost $56.09 Unrealized +28.9%
LMT Lockheed Martin Corp 0.0%
Value ($000) $28,894 Shares 90 Est. Cost $253.57 Unrealized 0.0%
SO The Southern Company 0.0%
Value ($000) $28,854 Shares 600 Est. Cost $34.30 Unrealized +6.3%
TD The Toronto Dominion 0.0%
Value ($000) $28,294 Shares 483 Est. Cost $57.13 Unrealized 0.0%
EnCana Corporation 0.0%
Value ($000) $27,993 Shares 2,100 Est. Cost $7790.00 Unrealized
AZN AstraZeneca PLC 0.0%
Value ($000) $26,996 Shares 778 Est. Cost $34699.23 Unrealized
Dun & Bradstreet Corp. 0.0%
Value ($000) $26,642 Shares 225 Est. Cost $121580.00 Unrealized
First Republic Bank 0.0%
Value ($000) $26,130 Shares 1,000 Est. Cost $26130.00 Unrealized
PM Philip Morris Intl 0.0%
Value ($000) $23,771 Shares 225 Est. Cost $69.58 Unrealized 0.0%
O Realty Income Corp 0.0%
Value ($000) $22,808 Shares 400 Est. Cost $36.61 Unrealized +0.3%
MCD McDonalds Corp. 0.0%
Value ($000) $20,482 Shares 119 Est. Cost $138.65 Unrealized 0.0%
HAL Halliburton Co Hldg 0.0%
Value ($000) $19,548 Shares 400 Est. Cost $34.14 Unrealized +9.7%
Healthcare Trust Of America 0.0%
Value ($000) $19,526 Shares 650 Est. Cost $32340.00 Unrealized
WAT Waters Corp 0.0%
Value ($000) $19,319 Shares 100 Est. Cost $135.27 Unrealized +42.7%
GIS General Mills Inc 0.0%
Value ($000) $17,787 Shares 300 Est. Cost $45.45 Unrealized -10.8%
PPL PPL Corporation 0.0%
Value ($000) $16,620 Shares 537 Est. Cost $24.88 Unrealized 0.0%
Bk Of America 0.0%
Value ($000) $16,450 Shares 700 Est. Cost $23590.00 Unrealized
KHC The Kraft Heinz Company 0.0%
Value ($000) $16,096 Shares 207 Est. Cost $53.39 Unrealized 0.0%
VTR Ventas Inc. 0.0%
Value ($000) $15,482 Shares 258 Est. Cost $44.53 Unrealized 0.0%
VOD Vodafone Group Plc ADR 0.0%
Value ($000) $14,961 Shares 469 Est. Cost $31899.79 Unrealized
DEO Diageo PLC New ADR 0.0%
Value ($000) $14,603 Shares 100 Est. Cost $112877.42 Unrealized
BB&T Corporation 0.0%
Value ($000) $13,772 Shares 277 Est. Cost $49718.41 Unrealized
CMA Comerica Incorporate 0.0%
Value ($000) $13,629 Shares 157 Est. Cost $29.09 Unrealized +93.4%
TransCanada Corp 0.0%
Value ($000) $13,570 Shares 279 Est. Cost $48637.99 Unrealized
NVO Novo-Nordisk A-S ADR 0.0%
Value ($000) $13,417 Shares 250 Est. Cost $53780.00 Unrealized
PCAR PACCAR Inc 0.0%
Value ($000) $12,865 Shares 181 Est. Cost $34.20 Unrealized 0.0%
RNR 6.08 PERP C Renaissancere Holding 0.0%
Value ($000) $12,755 Shares 500 Est. Cost $25520.00 Unrealized
PPRQF Choice Properties REIT 0.0%
Value ($000) $12,732 Shares 1,200 Est. Cost $10966.67 Unrealized
BP BP Plc ADR 0.0%
Value ($000) $12,609 Shares 300 Est. Cost $34650.00 Unrealized
DGX Quest Diagnostic Inc 0.0%
Value ($000) $12,311 Shares 125 Est. Cost $62.99 Unrealized +28.1%
UAL United/Continental Holdings 0.0%
Value ($000) $10,110 Shares 150 Est. Cost $47.32 Unrealized +31.7%
Praxair Inc 0.0%
Value ($000) $10,054 Shares 65 Est. Cost $112384.62 Unrealized
NKE Nike Inc Class B 0.0%
Value ($000) $9,382 Shares 150 Est. Cost $51.78 Unrealized 0.0%
DDR Corp. 0.0%
Value ($000) $9,184 Shares 1,025 Est. Cost $9069.27 Unrealized
BK Bank Of New York Co 0.0%
Value ($000) $8,079 Shares 150 Est. Cost $32.21 Unrealized +32.4%
KKR Financial Holding 0.0%
Value ($000) $7,629 Shares 300 Est. Cost $26080.00 Unrealized
OIEIX JP Morgan Equity Inc 0.0%
Value ($000) $7,362 Shares 430 Est. Cost $15420.93 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $7,141 Shares 100 Est. Cost $33.21 Unrealized +10.3%
HP Helmerich & Payne Inc 0.0%
Value ($000) $6,464 Shares 100 Est. Cost $68.72 Unrealized -18.4%
GOOG Alphabet, Inc. Class C 0.0%
Value ($000) $5,232 Shares 5 Est. Cost $39.07 Unrealized +29.3%
CVS C V S Corp Delaware 0.0%
Value ($000) $5,075 Shares 70 Est. Cost $60.59 Unrealized -7.2%
USDP USD Partners LP 0.0%
Value ($000) $5,062 Shares 450 Est. Cost $9640.00 Unrealized
AIG American Intl Group 0.0%
Value ($000) $4,468 Shares 75 Est. Cost $51.16 Unrealized -2.8%
STT State Street Corp 0.0%
Value ($000) $3,904 Shares 40 Est. Cost $47.10 Unrealized +58.0%
ADBE Adobe Systems Inc 0.0%
Value ($000) $3,855 Shares 22 Est. Cost $103.51 Unrealized +66.2%
UBS AG Jersey E-Trac 0.0%
Value ($000) $3,628 Shares 150 Est. Cost $24186.67 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $807 Shares 10 Est. Cost $67.64 Unrealized -3.9%