Clearstead Trust, LLC Diversified Active

CIK: 0001708001 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 15, 2018

Total Value ($000): $130,349 (100.0% shares, 0.0% debt)

Holdings (202)

FOCXX FIRST AMERICAN TREASURY OBLIG 6.1%
Value ($000) $7,925 Shares 7,924,566 Est. Cost $1.00 Unrealized
MSFT Microsoft Corp 4.9%
Value ($000) $6,353 Shares 55,545 Est. Cost $56.91 Unrealized +77.2%
V Visa Inc Cl A 3.7%
Value ($000) $4,868 Shares 32,434 Est. Cost $77.19 Unrealized +75.0%
AMZN Amazon 3.7%
Value ($000) $4,841 Shares 2,417 Est. Cost $42.28 Unrealized +122.4%
CSCO Cisco Systems Inc 3.4%
Value ($000) $4,464 Shares 91,760 Est. Cost $23.29 Unrealized +54.7%
AAPL Apple Inc 3.2%
Value ($000) $4,144 Shares 18,356 Est. Cost $35.19 Unrealized +40.0%
JNJ Johnson & Johnson 3.2%
Value ($000) $4,129 Shares 29,886 Est. Cost $92.40 Unrealized +16.9%
IVV iShares Core S&P 500 2.8%
Value ($000) $3,632 Shares 12,406 Est. Cost $260.19 Unrealized
HD Home Depot Inc 2.7%
Value ($000) $3,546 Shares 17,116 Est. Cost $113.70 Unrealized +47.7%
PYPL PayPal Holdings, Inc. 2.7%
Value ($000) $3,471 Shares 39,517 Est. Cost $55.21 Unrealized +59.1%
DowDuPont Inc 2.6%
Value ($000) $3,422 Shares 53,206 Est. Cost $69.29 Unrealized
NVDA NVIDIA Corporation 2.6%
Value ($000) $3,365 Shares 11,973 Est. Cost $3.51 Unrealized +83.6%
UNH UnitedHealth Group Inc 2.5%
Value ($000) $3,262 Shares 12,261 Est. Cost $133.49 Unrealized +72.8%
BAX Baxter International Inc. 2.5%
Value ($000) $3,244 Shares 42,080 Est. Cost $41.41 Unrealized +56.8%
United Technologies Corp 2.5%
Value ($000) $3,241 Shares 23,182 Est. Cost $113.43 Unrealized
GOOGL Alphabet Inc CL A 2.3%
Value ($000) $3,062 Shares 2,537 Est. Cost $48.60 Unrealized +23.6%
BA Boeing Co 2.3%
Value ($000) $3,034 Shares 8,158 Est. Cost $273.67 Unrealized +23.9%
NTRS Northern Trust Corp 2.2%
Value ($000) $2,928 Shares 28,672 Est. Cost $68.17 Unrealized +25.6%
AWK American Water Works Co Inc 2.0%
Value ($000) $2,582 Shares 29,350 Est. Cost $69.26 Unrealized +10.5%
MCD McDonalds Corp 1.8%
Value ($000) $2,400 Shares 14,345 Est. Cost $134.31 Unrealized +0.4%
JPM JP Morgan Chase & Co 1.7%
Value ($000) $2,259 Shares 20,019 Est. Cost $89.55 Unrealized +3.4%
XOM ExxonMobil Corp 1.6%
Value ($000) $2,023 Shares 23,789 Est. Cost $58.17 Unrealized +0.0%
L3 Technologies, Inc. 1.5%
Value ($000) $1,964 Shares 9,235 Est. Cost $203.15 Unrealized
ENVIVA PARTNERS L P 1.5%
Value ($000) $1,900 Shares 59,762 Est. Cost $29.25 Unrealized
IJR iShares Core S&P Small Cap 1.1%
Value ($000) $1,497 Shares 17,163 Est. Cost $84.28 Unrealized
INTC Intel Corp 1.1%
Value ($000) $1,408 Shares 29,783 Est. Cost $32.74 Unrealized +26.8%
AES The AES Corporation 1.1%
Value ($000) $1,381 Shares 98,673 Est. Cost $8.99 Unrealized +15.2%
OKE Oneok Inc 1.0%
Value ($000) $1,368 Shares 20,175 Est. Cost $30.68 Unrealized +39.5%
Magellan Midstream Partners 1.0%
Value ($000) $1,334 Shares 19,700 Est. Cost $75.62 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PART LP 1.0%
Value ($000) $1,267 Shares 31,762 Est. Cost $40.36 Unrealized
PFE Pfizer Inc 0.9%
Value ($000) $1,185 Shares 26,890 Est. Cost $21.23 Unrealized +30.3%
Pattern Energy Group Inc. 0.9%
Value ($000) $1,126 Shares 56,648 Est. Cost $19.63 Unrealized
STWD Starwood Property Trust Inc REIT 0.8%
Value ($000) $1,081 Shares 50,230 Est. Cost $22.02 Unrealized
CEDAR FAIR LP 0.8%
Value ($000) $1,064 Shares 20,422 Est. Cost $58.21 Unrealized
CAT Caterpillar Inc 0.8%
Value ($000) $1,021 Shares 6,698 Est. Cost $75.99 Unrealized +58.6%
MacQuarie Infrastructure Corp 0.8%
Value ($000) $1,006 Shares 21,799 Est. Cost $60.80 Unrealized
CITY OFFICE REIT INC 0.8%
Value ($000) $994 Shares 78,770 Est. Cost $12.64 Unrealized
MKL MARKEL CORP 0.7%
Value ($000) $893 Shares 751 Est. Cost $986.24 Unrealized +19.3%
AMT American Tower Corporation 0.7%
Value ($000) $886 Shares 6,095 Est. Cost $106.95 Unrealized +12.9%
DIN DINEEQUITY INC 0.6%
Value ($000) $830 Shares 10,205 Est. Cost $52.19 Unrealized +11.4%
T AT&T Inc 0.6%
Value ($000) $809 Shares 24,087 Est. Cost $15.52 Unrealized -6.7%
IBM Intl. Business Machines Corp 0.5%
Value ($000) $703 Shares 4,647 Est. Cost $103.06 Unrealized -1.8%
MO Altria Group Inc 0.5%
Value ($000) $626 Shares 10,383 Est. Cost $35.52 Unrealized -5.5%
KO Coca Cola Co 0.5%
Value ($000) $605 Shares 13,106 Est. Cost $33.48 Unrealized +8.4%
PEP Pepsico Inc 0.4%
Value ($000) $586 Shares 5,245 Est. Cost $81.36 Unrealized +11.0%
DENNYS CORP 0.4%
Value ($000) $558 Shares 37,910 Est. Cost $17.08 Unrealized
COLONY CAPITAL INC 0.4%
Value ($000) $530 Shares 87,029 Est. Cost $6.16 Unrealized
KMX CARMAX INC 0.4%
Value ($000) $528 Shares 7,073 Est. Cost $56.97 Unrealized +33.9%
Landmark Infrastructure Partners, LP 0.4%
Value ($000) $521 Shares 37,625 Est. Cost $16.93 Unrealized
GOOG Alphabet Inc CL C 0.4%
Value ($000) $518 Shares 434 Est. Cost $46.04 Unrealized +29.1%
AVB AvalonBay Communities Inc 0.4%
Value ($000) $507 Shares 2,800 Est. Cost $123.37 Unrealized +12.1%
ORLY O REILLY AUTOMOTIVE INC 0.4%
Value ($000) $498 Shares 1,433 Est. Cost $15.83 Unrealized +34.3%
ORI Old Republic International Corp 0.4%
Value ($000) $479 Shares 21,400 Est. Cost $10.54 Unrealized +14.0%
BRK/B Berkshire Hathaway Inc CL B 0.4%
Value ($000) $474 Shares 2,216 Est. Cost $172.60 Unrealized +18.9%
ED Consolidated Edison Inc 0.4%
Value ($000) $471 Shares 6,185 Est. Cost $52.92 Unrealized +14.1%
MA Mastercard Inc CL A 0.4%
Value ($000) $469 Shares 2,106 Est. Cost $103.92 Unrealized +92.8%
DLTR DOLLAR TREE INC 0.4%
Value ($000) $462 Shares 5,660 Est. Cost $82.87 Unrealized +6.0%
KMI Kinder Morgan Inc 0.4%
Value ($000) $460 Shares 25,949 Est. Cost $13.00 Unrealized -10.1%
ELV Anthem Inc 0.3%
Value ($000) $452 Shares 1,648 Est. Cost $125.50 Unrealized +87.7%
QQQ MFC Invesco QQQ Trust Unit Ser 1 0.3%
Value ($000) $449 Shares 2,415 Est. Cost $171.84 Unrealized
PG Procter & Gamble Co 0.3%
Value ($000) $427 Shares 5,131 Est. Cost $67.59 Unrealized +0.3%
PBA Pembina Pipeline Corp 0.3%
Value ($000) $425 Shares 12,500 Est. Cost $18.66 Unrealized +24.0%
PIONEER NAT RES CO 0.3%
Value ($000) $420 Shares 2,414 Est. Cost $172.84 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $416 Shares 14,105 Est. Cost $17.73 Unrealized +43.7%
HE Hawaiian Electric Industries 0.3%
Value ($000) $399 Shares 11,200 Est. Cost $31.64 Unrealized +11.2%
DUK Duke Energy Corp 0.3%
Value ($000) $370 Shares 4,624 Est. Cost $54.06 Unrealized +11.0%
PM Philip Morris International Inc 0.3%
Value ($000) $370 Shares 4,535 Est. Cost $58.38 Unrealized -5.0%
EQR Equity Residential 0.3%
Value ($000) $361 Shares 5,450 Est. Cost $44.04 Unrealized +14.0%
RYN Rayonier, Inc. 0.3%
Value ($000) $360 Shares 10,650 Est. Cost $13.62 Unrealized
TRUP TRUPANION INC 0.3%
Value ($000) $357 Shares 9,995 Est. Cost $33.70 Unrealized +14.5%
EEM iShares MSCI Emerging Markets 0.3%
Value ($000) $354 Shares 8,252 Est. Cost $47.58 Unrealized
CMCSA Comcast Corp CL A 0.3%
Value ($000) $346 Shares 9,776 Est. Cost $29.89 Unrealized -1.9%
WM Waste Management Inc 0.3%
Value ($000) $343 Shares 3,800 Est. Cost $58.30 Unrealized +34.2%
ZAYO GROUP HOLDINGS INC 0.3%
Value ($000) $340 Shares 9,790 Est. Cost $32.82 Unrealized
PPG PPG Industries Inc. 0.2%
Value ($000) $324 Shares 2,971 Est. Cost $81.13 Unrealized +16.8%
Spinnaker Realty Fund, L.P. 0.2%
Value ($000) $309 Shares 309,301 Est. Cost $0.06 Unrealized
CPRT COPART INC 0.2%
Value ($000) $306 Shares 5,930 Est. Cost $14.25 Unrealized +4.8%
OLED UNIVERSAL DISPLAY CORPORATION 0.2%
Value ($000) $298 Shares 2,530 Est. Cost $56.98 Unrealized +83.1%
MMM 3M Company 0.2%
Value ($000) $293 Shares 1,390 Est. Cost $114.43 Unrealized +15.5%
ARI Apollo Commercial Real Estate REIT 0.2%
Value ($000) $284 Shares 15,047 Est. Cost $14.77 Unrealized
HSIC SCHEIN HENRY INC 0.2%
Value ($000) $276 Shares 3,245 Est. Cost $57.73 Unrealized +7.9%
Aetna Inc 0.2%
Value ($000) $274 Shares 1,350 Est. Cost $151.61 Unrealized
OGS One Gas Inc 0.2%
Value ($000) $251 Shares 3,050 Est. Cost $60.73 Unrealized +28.9%
WEC WEC Energy Group Inc 0.2%
Value ($000) $245 Shares 3,675 Est. Cost $44.55 Unrealized +18.4%
COF Capital One Financial Corp 0.2%
Value ($000) $230 Shares 2,428 Est. Cost $82.96 Unrealized +3.3%
KMB Kimberly Clark Corp 0.2%
Value ($000) $223 Shares 1,962 Est. Cost $83.79 Unrealized +3.3%
LNG Cheniere Energy Inc 0.2%
Value ($000) $218 Shares 3,141 Est. Cost $61.56 Unrealized +4.7%
BROOKFIELD ASSET MANAGE CL A 0.2%
Value ($000) $217 Shares 4,867 Est. Cost $44.59 Unrealized
General Electric Corp 0.2%
Value ($000) $216 Shares 19,149 Est. Cost $27.44 Unrealized
MDLZ Mondelez International Inc 0.2%
Value ($000) $209 Shares 4,875 Est. Cost $34.70 Unrealized +2.6%
WELL Welltower Inc. 0.2%
Value ($000) $196 Shares 3,040 Est. Cost $46.50 Unrealized +9.1%
NEE NextEra Energy Inc. 0.1%
Value ($000) $190 Shares 1,131 Est. Cost $33.46 Unrealized +6.0%
ABBV AbbVie Inc. 0.1%
Value ($000) $188 Shares 1,992 Est. Cost $57.56 Unrealized +20.2%
WFC Wells Fargo & Co 0.1%
Value ($000) $182 Shares 3,458 Est. Cost $39.74 Unrealized +17.0%
CVX Chevron Corporation 0.1%
Value ($000) $180 Shares 1,470 Est. Cost $79.23 Unrealized +11.0%
NVS Novartis AG ADR 0.1%
Value ($000) $179 Shares 2,075 Est. Cost $73.71 Unrealized
NSRGY Nestle S A Sponsored ADR 0.1%
Value ($000) $163 Shares 1,950 Est. Cost $86.99 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $158 Shares 2,221 Est. Cost $44.89 Unrealized +12.8%
EPD Enterprise Products Partners 0.1%
Value ($000) $149 Shares 5,200 Est. Cost $27.22 Unrealized
CAC Camden National Corp 0.1%
Value ($000) $148 Shares 3,408 Est. Cost $33.62 Unrealized +0.5%
STZ Constellation Brands Inc. Cl A 0.1%
Value ($000) $147 Shares 683 Est. Cost $197.02 Unrealized -4.3%
ABT Abbott Labs 0.1%
Value ($000) $143 Shares 1,949 Est. Cost $53.74 Unrealized +7.6%
PSA Public Storage Inc 0.1%
Value ($000) $131 Shares 650 Est. Cost $149.30 Unrealized +6.5%
INTERNAP CORP 0.1%
Value ($000) $131 Shares 10,406 Est. Cost $15.64 Unrealized
NVR NVR INC 0.1%
Value ($000) $124 Shares 50 Est. Cost $2760.96 Unrealized 0.0%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $117 Shares 775 Est. Cost $107.77 Unrealized +12.1%
Celgene Corp 0.1%
Value ($000) $114 Shares 1,278 Est. Cost $79.15 Unrealized
CB Chubb Limited 0.1%
Value ($000) $113 Shares 845 Est. Cost $116.59 Unrealized +2.3%
LOW Lowes Cos Inc 0.1%
Value ($000) $113 Shares 982 Est. Cost $78.69 Unrealized +15.7%
ORA ORMAT TECHNOLOGIES INC 0.1%
Value ($000) $108 Shares 2,000 Est. Cost $50.59 Unrealized 0.0%
WHR Whirlpool Corp 0.1%
Value ($000) $107 Shares 900 Est. Cost $165.47 Unrealized -19.9%
LLY Lilly Eli & Co 0.1%
Value ($000) $107 Shares 1,000 Est. Cost $73.70 Unrealized +22.5%
Raytheon Company 0.1%
Value ($000) $102 Shares 492 Est. Cost $194.68 Unrealized
FDX Fedex Corporation 0.1%
Value ($000) $99 Shares 411 Est. Cost $215.41 Unrealized -1.5%
CCI Crown Castle Int'l Corp. 0.1%
Value ($000) $96 Shares 864 Est. Cost $77.30 Unrealized +5.2%
DSI I Shares MSCI KLD 400 Social ETF 0.1%
Value ($000) $95 Shares 885 Est. Cost $102.19 Unrealized
SCHW Charles Schwab Corp. 0.1%
Value ($000) $86 Shares 1,750 Est. Cost $48.32 Unrealized -4.7%
GIS General Mills Inc 0.1%
Value ($000) $86 Shares 2,000 Est. Cost $44.58 Unrealized -21.6%
PNC PNC Financial Services Group 0.1%
Value ($000) $85 Shares 625 Est. Cost $111.60 Unrealized -1.9%
SYK Stryker Corporation 0.1%
Value ($000) $84 Shares 475 Est. Cost $154.79 Unrealized +1.8%
AEP American Elec Pwr Inc 0.1%
Value ($000) $83 Shares 1,177 Est. Cost $51.48 Unrealized +6.6%
FGZXX First American Government Obligations Fund 0.1%
Value ($000) $79 Shares 79,425 Est. Cost $1.00 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $77 Shares 1,245 Est. Cost $40.63 Unrealized +10.7%
CVS CVS Health Corp 0.1%
Value ($000) $73 Shares 928 Est. Cost $51.69 Unrealized +9.3%
DIS Walt Disney Co New 0.1%
Value ($000) $70 Shares 599 Est. Cost $104.68 Unrealized +1.8%
MCHP Microchip Technology Inc 0.1%
Value ($000) $67 Shares 850 Est. Cost $40.19 Unrealized -4.3%
EXPE Expedia Inc. 0.0%
Value ($000) $64 Shares 488 Est. Cost $112.77 Unrealized +12.0%
Fortress Trans & Infr Investors LLC 0.0%
Value ($000) $61 Shares 3,340 Est. Cost $13.30 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $61 Shares 250 Est. Cost $208.02 Unrealized +8.5%
AMGN Amgen Inc. 0.0%
Value ($000) $56 Shares 270 Est. Cost $140.24 Unrealized +12.2%
SO Southern Company 0.0%
Value ($000) $51 Shares 1,174 Est. Cost $33.91 Unrealized +1.1%
COP ConocoPhillips 0.0%
Value ($000) $50 Shares 650 Est. Cost $51.80 Unrealized +8.8%
EOG EOG Res Inc 0.0%
Value ($000) $49 Shares 385 Est. Cost $87.81 Unrealized +4.1%
TGT Target Corp 0.0%
Value ($000) $46 Shares 525 Est. Cost $59.64 Unrealized +13.9%
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $46 Shares 125 Est. Cost $356.76 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $44 Shares 820 Est. Cost $32.21 Unrealized +10.6%
Praxair Inc. 0.0%
Value ($000) $44 Shares 275 Est. Cost $156.36 Unrealized
IEFA iShares Core MSCI EAFE 0.0%
Value ($000) $42 Shares 650 Est. Cost $63.05 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $39 Shares 760 Est. Cost $52.32 Unrealized
XYZ Square, Inc. 0.0%
Value ($000) $37 Shares 375 Est. Cost $55.00 Unrealized +40.2%
PSX Phillips 66 0.0%
Value ($000) $37 Shares 325 Est. Cost $83.14 Unrealized +3.5%
VOO Vanguard 500 ETF 0.0%
Value ($000) $35 Shares 131 Est. Cost $251.80 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $29 Shares 825 Est. Cost $34.81 Unrealized
HON Honeywell International Inc. 0.0%
Value ($000) $29 Shares 175 Est. Cost $114.72 Unrealized +6.0%
Senior Housing Property Trust 0.0%
Value ($000) $28 Shares 1,612 Est. Cost $17.99 Unrealized
GLW Corning Inc. 0.0%
Value ($000) $25 Shares 700 Est. Cost $22.38 Unrealized +18.3%
META Facebook Inc-A 0.0%
Value ($000) $25 Shares 150 Est. Cost $179.45 Unrealized +0.2%
Core Laboratories NV 0.0%
Value ($000) $23 Shares 200 Est. Cost $125.00 Unrealized
BSAC Banco Santander Chile ADR 0.0%
Value ($000) $23 Shares 725 Est. Cost $31.72 Unrealized
ADBE Adobe Systems Incorporated 0.0%
Value ($000) $22 Shares 80 Est. Cost $236.55 Unrealized +9.0%
GS Goldman Sachs Group, Inc. 0.0%
Value ($000) $21 Shares 94 Est. Cost $196.40 Unrealized 0.0%
Allergan PLC 0.0%
Value ($000) $21 Shares 108 Est. Cost $178.76 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $21 Shares 360 Est. Cost $41.34 Unrealized -4.5%
QCOM Qualcomm 0.0%
Value ($000) $20 Shares 275 Est. Cost $45.91 Unrealized +19.0%
New Senior Investment Group Inc. REIT 0.0%
Value ($000) $20 Shares 3,368 Est. Cost $10.05 Unrealized
RY Royal Bank of Canada 0.0%
Value ($000) $20 Shares 250 Est. Cost $76.56 Unrealized +2.4%
LAMR Lamar Advertising Company 0.0%
Value ($000) $19 Shares 250 Est. Cost $67.64 Unrealized
WMT Walmart Stores Inc 0.0%
Value ($000) $19 Shares 200 Est. Cost $28.34 Unrealized -3.5%
SPGI S&P Global, Inc. 0.0%
Value ($000) $18 Shares 90 Est. Cost $184.84 Unrealized +4.7%
CRM Salesforce.com Inc. 0.0%
Value ($000) $17 Shares 108 Est. Cost $131.38 Unrealized +11.6%
CTSH Cognizant Technology Solutions Corp 0.0%
Value ($000) $17 Shares 215 Est. Cost $70.42 Unrealized -0.3%
MPC Marathon Pete Corp 0.0%
Value ($000) $16 Shares 200 Est. Cost $62.52 Unrealized 0.0%
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $16 Shares 95 Est. Cost $186.53 Unrealized
Suntrust Banks Inc 0.0%
Value ($000) $16 Shares 242 Est. Cost $65.52 Unrealized
TRNO Terreno Realty Corp REIT 0.0%
Value ($000) $16 Shares 426 Est. Cost $37.56 Unrealized
ADM Archer-Daniels-Midland 0.0%
Value ($000) $15 Shares 300 Est. Cost $35.86 Unrealized +10.1%
VMC Vulcan Materials Company 0.0%
Value ($000) $14 Shares 127 Est. Cost $115.27 Unrealized -5.7%
SKY Skyline Corporation 0.0%
Value ($000) $14 Shares 495 Est. Cost $28.77 Unrealized +0.6%
IJT iShares S&P Small Cap Growth 0.0%
Value ($000) $11 Shares 55 Est. Cost $200.00 Unrealized
FleetCor Technologies, Inc. 0.0%
Value ($000) $11 Shares 48 Est. Cost $229.17 Unrealized
ULTA Ulta Beauty, Inc. 0.0%
Value ($000) $11 Shares 39 Est. Cost $255.03 Unrealized 0.0%
Lam Research Corp 0.0%
Value ($000) $10 Shares 66 Est. Cost $151.52 Unrealized
Patriot Transportation Holdings, Inc. 0.0%
Value ($000) $10 Shares 500 Est. Cost $22.00 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $9 Shares 159 Est. Cost $41.08 Unrealized +1.8%
BDX Becton, Dickinson and Company 0.0%
Value ($000) $9 Shares 34 Est. Cost $220.32 Unrealized 0.0%
BB&T Corporation 0.0%
Value ($000) $6 Shares 126 Est. Cost $47.62 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $6 Shares 110 Est. Cost $42.71 Unrealized 0.0%
IRM Iron Mountain Inc. 0.0%
Value ($000) $6 Shares 175 Est. Cost $22.20 Unrealized +7.2%
Worldpay, Inc. 0.0%
Value ($000) $6 Shares 62 Est. Cost $96.77 Unrealized
CL Colgate Palmolive Co 0.0%
Value ($000) $5 Shares 75 Est. Cost $55.72 Unrealized +0.5%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $4 Shares 44 Est. Cost $66.34 Unrealized +2.1%
CLCL Calcol Inc. 0.0%
Value ($000) $3 Shares 393,334 Est. Cost $0.01 Unrealized +1.6%
ITW Illinois Tool Wks Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $122.64 Unrealized -4.3%
TEVA Teva Pharmaceutical Industries Limited 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
The Blackstone Group, LP 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
Apollo Global Management LLC 0.0%
Value ($000) $2 Shares 46 Est. Cost $21.74 Unrealized
MHK Mohawk Industries, Inc. 0.0%
Value ($000) $2 Shares 9 Est. Cost $268.29 Unrealized -26.9%
SLB Schlumberger LTD 0.0%
Value ($000) $2 Shares 35 Est. Cost $55.08 Unrealized -5.5%
BP Prudhoe Bay Royalty Trust 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
SPY SPDR S&P 500 EFT 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
NFLX Netflix.com Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $34.09 Unrealized +6.5%
Arlington Asset Investment Corp. 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.76 Unrealized
INVH Invitation Homes Inc. 0.0%
Value ($000) $1 Shares 28 Est. Cost $18.40 Unrealized +3.4%
MX Magnachip Semiconductor Corp 0.0%
Value ($000) $1 Shares 70 Est. Cost $10.35 Unrealized +6.0%
Sanofi Contingent Value Rights 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
FAIXX FIRST AMERICAN INST PRIME 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
TKVR EVCI Career Colleges Holding Corp. 0.0%
Value ($000) $0 Shares 3,334 Est. Cost $0.00 Unrealized -14.0%
North American Palladium Ltd 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
Gastar Expl Inc New 0.0%
Value ($000) $0 Shares 80 Est. Cost Unrealized
Och-Ziff Capital Management Group, LLC 0.0%
Value ($000) $0 Shares 250 Est. Cost Unrealized
Emergent Capital 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized