Bailard as of Sept. 30, 2013
Portfolio Holdings for Bailard
Bailard holds 214 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
PowerShares QQQ Trust, Series 1 | 11.6 | $61M | 772k | 78.88 | |
iShares Russell 2000 Value Index (IWN) | 10.8 | $57M | 623k | 91.64 | |
PowerShares DB Com Indx Trckng Fund | 9.0 | $47M | 1.8M | 25.76 | |
Vanguard Total Stock Market ETF (VTI) | 7.4 | $39M | 443k | 87.65 | |
iShares Lehman Aggregate Bond (AGG) | 6.1 | $32M | 299k | 107.20 | |
Spdr S&p 500 Etf (SPY) | 3.0 | $16M | 94k | 168.01 | |
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 2.9 | $15M | 636k | 24.22 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 2.8 | $15M | 140k | 104.49 | |
Financial Select Sector SPDR (XLF) | 1.3 | $6.8M | 342k | 19.90 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 1.0 | $5.3M | 52k | 102.23 | |
International Business Machines (IBM) | 1.0 | $5.3M | 29k | 185.18 | |
Vanguard Consumer Staples ETF (VDC) | 1.0 | $5.3M | 51k | 103.65 | |
Vanguard Information Technology ETF (VGT) | 0.9 | $4.8M | 60k | 80.71 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.9 | $4.7M | 48k | 98.82 | |
Chevron Corporation (CVX) | 0.9 | $4.6M | 38k | 121.50 | |
Apple (AAPL) | 0.9 | $4.5M | 9.5k | 476.79 | |
Exxon Mobil Corporation (XOM) | 0.8 | $4.4M | 51k | 86.05 | |
Vanguard Health Care ETF (VHT) | 0.8 | $4.3M | 46k | 93.14 | |
Microsoft Corporation (MSFT) | 0.8 | $4.3M | 129k | 33.28 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $4.3M | 67k | 63.79 | |
Vanguard Industrials ETF (VIS) | 0.8 | $4.2M | 47k | 89.39 | |
Johnson & Johnson (JNJ) | 0.8 | $3.9M | 45k | 86.70 | |
BT | 0.6 | $3.3M | 59k | 55.30 | |
Vanguard Energy ETF (VDE) | 0.6 | $3.1M | 26k | 119.32 | |
Sprott Physical Gold Trust (PHYS) | 0.6 | $3.0M | 271k | 11.03 | |
Enanta Pharmaceuticals (ENTA) | 0.6 | $3.0M | 131k | 22.92 | |
iShares S&P Cal AMTFr Mncpl Bnd (CMF) | 0.6 | $3.0M | 27k | 108.89 | |
Allstate Corporation (ALL) | 0.5 | $2.5M | 50k | 50.54 | |
Seagate Technology Com Stk | 0.5 | $2.5M | 57k | 43.76 | |
American Express Company (AXP) | 0.5 | $2.4M | 32k | 75.54 | |
InterMune | 0.4 | $2.2M | 144k | 15.38 | |
Discover Financial Services (DFS) | 0.4 | $2.0M | 41k | 50.53 | |
Vanguard Utilities ETF (VPU) | 0.4 | $2.0M | 25k | 81.63 | |
Northrop Grumman Corporation (NOC) | 0.4 | $1.9M | 20k | 95.25 | |
Wells Fargo & Company (WFC) | 0.4 | $2.0M | 47k | 41.33 | |
DISH Network | 0.4 | $1.9M | 43k | 45.01 | |
iShares S&P Global Infrastructure Index (IGF) | 0.4 | $2.0M | 52k | 37.78 | |
AutoZone (AZO) | 0.4 | $1.9M | 4.5k | 422.61 | |
0.4 | $1.9M | 2.2k | 876.03 | ||
Swift Transportation Company | 0.4 | $1.9M | 93k | 20.19 | |
Whirlpool Corporation (WHR) | 0.3 | $1.9M | 13k | 146.41 | |
Liberty Property Trust | 0.3 | $1.9M | 53k | 35.60 | |
Accenture (ACN) | 0.3 | $1.8M | 24k | 73.63 | |
Deluxe Corporation (DLX) | 0.3 | $1.8M | 43k | 41.65 | |
PPG Industries (PPG) | 0.3 | $1.7M | 10k | 167.07 | |
Tech Data Corporation | 0.3 | $1.7M | 35k | 49.92 | |
Unisys Corporation (UIS) | 0.3 | $1.8M | 70k | 25.19 | |
Industries N shs - a - (LYB) | 0.3 | $1.7M | 24k | 73.23 | |
Huntington Ingalls Inds (HII) | 0.3 | $1.7M | 26k | 67.40 | |
Intel Corporation (INTC) | 0.3 | $1.7M | 75k | 22.92 | |
Express | 0.3 | $1.7M | 71k | 23.59 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $1.7M | 42k | 40.21 | |
Alaska Air (ALK) | 0.3 | $1.7M | 27k | 62.61 | |
Synergy Pharmaceuticals | 0.3 | $1.6M | 341k | 4.57 | |
Phillips 66 (PSX) | 0.3 | $1.6M | 28k | 57.81 | |
Bristol Myers Squibb (BMY) | 0.3 | $1.5M | 33k | 46.27 | |
SPDR Gold Trust (GLD) | 0.3 | $1.5M | 12k | 128.22 | |
Marathon Petroleum Corp (MPC) | 0.3 | $1.5M | 24k | 64.31 | |
United Technologies Corporation | 0.3 | $1.4M | 13k | 107.84 | |
Westlake Chemical Corporation (WLK) | 0.3 | $1.5M | 14k | 104.64 | |
Vanguard Large-Cap ETF (VV) | 0.3 | $1.5M | 19k | 77.35 | |
Immunomedics | 0.3 | $1.5M | 234k | 6.20 | |
Generac Holdings (GNRC) | 0.3 | $1.5M | 35k | 42.64 | |
Vanguard Materials ETF (VAW) | 0.3 | $1.5M | 15k | 95.14 | |
Exelis | 0.3 | $1.5M | 95k | 15.71 | |
R.R. Donnelley & Sons Company | 0.3 | $1.4M | 89k | 15.78 | |
Travelers Companies (TRV) | 0.3 | $1.4M | 17k | 84.79 | |
Western Digital (WDC) | 0.3 | $1.4M | 23k | 63.40 | |
Hewlett-Packard Company | 0.3 | $1.4M | 67k | 20.99 | |
Array BioPharma | 0.3 | $1.4M | 225k | 6.22 | |
ConocoPhillips (COP) | 0.2 | $1.3M | 19k | 69.52 | |
General Dynamics Corporation (GD) | 0.2 | $1.3M | 15k | 87.51 | |
SL Green Realty | 0.2 | $1.3M | 14k | 88.83 | |
Lorillard | 0.2 | $1.3M | 29k | 44.79 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.2 | $1.3M | 12k | 105.30 | |
General Electric Company | 0.2 | $1.2M | 50k | 23.89 | |
Reynolds American | 0.2 | $1.2M | 25k | 48.80 | |
National-Oilwell Var | 0.2 | $1.2M | 16k | 78.10 | |
Humana (HUM) | 0.2 | $1.2M | 13k | 93.35 | |
Delek US Holdings | 0.2 | $1.2M | 57k | 21.09 | |
DCT Industrial Trust | 0.2 | $1.2M | 160k | 7.19 | |
Vanguard Telecommunication Services ETF (VOX) | 0.2 | $1.2M | 15k | 80.74 | |
XenoPort | 0.2 | $1.1M | 197k | 5.68 | |
Gap (GAP) | 0.2 | $1.1M | 27k | 40.29 | |
Ingersoll-rand Co Ltd-cl A | 0.2 | $1.1M | 17k | 64.95 | |
Kilroy Realty Corporation (KRC) | 0.2 | $1.1M | 22k | 49.95 | |
UnitedHealth (UNH) | 0.2 | $1.1M | 15k | 71.59 | |
Taubman Centers | 0.2 | $1.0M | 15k | 67.30 | |
Equity One | 0.2 | $1.1M | 49k | 21.86 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $1.1M | 22k | 48.62 | |
American Tower Reit (AMT) | 0.2 | $1.0M | 14k | 74.14 | |
Mirati Therapeutics | 0.2 | $1.0M | 68k | 15.15 | |
Norfolk Southern (NSC) | 0.2 | $1.0M | 13k | 77.35 | |
Public Storage (PSA) | 0.2 | $997k | 6.2k | 160.57 | |
Automatic Data Processing (ADP) | 0.2 | $977k | 14k | 72.39 | |
MSC Industrial Direct (MSM) | 0.2 | $1.0M | 12k | 81.38 | |
Danaher Corporation (DHR) | 0.2 | $993k | 14k | 69.30 | |
American Campus Communities | 0.2 | $1.0M | 30k | 34.17 | |
Facebook Inc cl a (META) | 0.2 | $1000k | 20k | 50.25 | |
Cisco Systems (CSCO) | 0.2 | $924k | 39k | 23.44 | |
Jacobs Engineering | 0.2 | $931k | 16k | 58.19 | |
PNC Financial Services (PNC) | 0.2 | $874k | 12k | 72.44 | |
Wal-Mart Stores (WMT) | 0.2 | $896k | 12k | 74.00 | |
3M Company (MMM) | 0.2 | $872k | 7.3k | 119.45 | |
Quanta Services (PWR) | 0.2 | $916k | 33k | 27.51 | |
Post Properties | 0.2 | $900k | 20k | 45.00 | |
Duke Energy (DUK) | 0.2 | $884k | 13k | 66.80 | |
Procter & Gamble Company (PG) | 0.2 | $866k | 12k | 75.55 | |
AvalonBay Communities (AVB) | 0.2 | $855k | 6.7k | 127.16 | |
EnteroMedics | 0.2 | $822k | 658k | 1.25 | |
Ddr Corp | 0.2 | $864k | 55k | 15.71 | |
Newlink Genetics Corporation | 0.2 | $864k | 46k | 18.78 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $766k | 15k | 51.68 | |
Capital One Financial (COF) | 0.1 | $778k | 11k | 68.77 | |
General Mills (GIS) | 0.1 | $799k | 17k | 47.93 | |
Boston Properties (BXP) | 0.1 | $775k | 7.3k | 106.90 | |
McDonald's Corporation (MCD) | 0.1 | $750k | 7.8k | 96.25 | |
Orexigen Therapeutics | 0.1 | $756k | 123k | 6.13 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $713k | 7.6k | 94.16 | |
Mattel (MAT) | 0.1 | $739k | 18k | 41.89 | |
CBL & Associates Properties | 0.1 | $728k | 38k | 19.11 | |
Regency Centers Corporation (REG) | 0.1 | $725k | 15k | 48.33 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $734k | 13k | 57.46 | |
Endocyte | 0.1 | $733k | 55k | 13.33 | |
Mobile TeleSystems OJSC | 0.1 | $668k | 30k | 22.27 | |
At&t (T) | 0.1 | $674k | 20k | 33.84 | |
Macy's (M) | 0.1 | $704k | 16k | 43.24 | |
Oracle Corporation (ORCL) | 0.1 | $688k | 21k | 33.16 | |
Advanced Semiconductor Engineering | 0.1 | $669k | 140k | 4.78 | |
iShares MSCI Taiwan Index | 0.1 | $696k | 50k | 13.92 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.1 | $708k | 9.2k | 76.90 | |
SPDR MSCI ACWI ex-US (CWI) | 0.1 | $700k | 20k | 34.27 | |
Anthera Pharmaceutcls | 0.1 | $708k | 176k | 4.02 | |
U.S. Bancorp (USB) | 0.1 | $618k | 17k | 36.58 | |
Pepsi (PEP) | 0.1 | $651k | 8.2k | 79.53 | |
Vanguard REIT ETF (VNQ) | 0.1 | $606k | 9.2k | 66.19 | |
Market Vectors Short Municipal Index ETF | 0.1 | $606k | 35k | 17.51 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $595k | 15k | 40.75 | |
Coca-Cola Company (KO) | 0.1 | $600k | 16k | 37.88 | |
Costco Wholesale Corporation (COST) | 0.1 | $596k | 5.2k | 115.19 | |
Abbott Laboratories (ABT) | 0.1 | $582k | 18k | 33.18 | |
Apartment Investment and Management | 0.1 | $559k | 20k | 27.95 | |
Amgen (AMGN) | 0.1 | $559k | 5.0k | 111.91 | |
Merck & Co (MRK) | 0.1 | $592k | 12k | 47.60 | |
Targacept | 0.1 | $566k | 107k | 5.31 | |
BioMed Realty Trust | 0.1 | $558k | 30k | 18.58 | |
Fibria Celulose | 0.1 | $576k | 50k | 11.52 | |
Simon Property (SPG) | 0.1 | $591k | 4.0k | 148.27 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $563k | 7.0k | 80.82 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $514k | 30k | 16.97 | |
Dow Chemical Company | 0.1 | $549k | 14k | 38.41 | |
Education Realty Trust | 0.1 | $501k | 55k | 9.11 | |
Tata Motors | 0.1 | $532k | 20k | 26.60 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $525k | 4.6k | 113.51 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $522k | 8.2k | 63.81 | |
Market Vectors Vietnam ETF. | 0.1 | $537k | 30k | 17.90 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $481k | 9.4k | 51.21 | |
iShares S&P 500 Index (IVV) | 0.1 | $483k | 2.9k | 168.88 | |
Equity Residential (EQR) | 0.1 | $408k | 7.6k | 53.57 | |
Philip Morris International (PM) | 0.1 | $396k | 4.6k | 86.48 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $433k | 6.5k | 66.39 | |
SPDR S&P International Dividend (DWX) | 0.1 | $421k | 9.0k | 46.62 | |
Cardinal Health (CAH) | 0.1 | $377k | 7.2k | 52.11 | |
Harley-Davidson (HOG) | 0.1 | $390k | 6.1k | 64.21 | |
EMC Corporation | 0.1 | $392k | 15k | 25.53 | |
Amazon (AMZN) | 0.1 | $358k | 1.1k | 312.39 | |
Cedar Shopping Centers | 0.1 | $374k | 72k | 5.18 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $347k | 3.8k | 91.70 | |
Eaton (ETN) | 0.1 | $391k | 5.7k | 68.80 | |
Berkshire Hathaway (BRK.B) | 0.1 | $316k | 2.8k | 113.67 | |
United Parcel Service (UPS) | 0.1 | $303k | 3.3k | 91.49 | |
NetApp (NTAP) | 0.1 | $337k | 7.9k | 42.57 | |
Qualcomm (QCOM) | 0.1 | $313k | 4.7k | 67.24 | |
Pennsylvania R.E.I.T. | 0.1 | $318k | 17k | 18.71 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $335k | 1.5k | 226.66 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $326k | 3.9k | 84.41 | |
Inteliquent | 0.1 | $291k | 30k | 9.67 | |
Pfizer (PFE) | 0.1 | $273k | 9.5k | 28.77 | |
Yum! Brands (YUM) | 0.1 | $261k | 3.7k | 71.37 | |
Marathon Oil Corporation (MRO) | 0.1 | $245k | 7.0k | 34.94 | |
Cree | 0.1 | $253k | 4.2k | 60.24 | |
Ducommun Incorporated (DCO) | 0.1 | $284k | 9.9k | 28.69 | |
BioDelivery Sciences International | 0.1 | $260k | 48k | 5.43 | |
SPDR KBW Bank (KBE) | 0.1 | $264k | 8.8k | 30.00 | |
Alerian Mlp Etf | 0.1 | $244k | 14k | 17.62 | |
PowerShares VRDO Tax Free Weekly Por ETF | 0.1 | $289k | 12k | 24.98 | |
SPDR FTSE/Macquarie Global Infra (GII) | 0.1 | $243k | 5.6k | 43.39 | |
Petroleo Brasileiro SA (PBR) | 0.0 | $232k | 15k | 15.47 | |
Transocean (RIG) | 0.0 | $225k | 5.1k | 44.42 | |
AstraZeneca (AZN) | 0.0 | $223k | 4.3k | 51.85 | |
W.R. Berkley Corporation (WRB) | 0.0 | $214k | 5.0k | 42.80 | |
Kennametal (KMT) | 0.0 | $201k | 4.4k | 45.68 | |
Companhia Energetica Minas Gerais (CIG) | 0.0 | $195k | 23k | 8.64 | |
CF Industries Holdings (CF) | 0.0 | $216k | 1.0k | 210.94 | |
Edison International (EIX) | 0.0 | $207k | 4.5k | 46.15 | |
Wipro (WIT) | 0.0 | $227k | 22k | 10.25 | |
Technology SPDR (XLK) | 0.0 | $212k | 6.6k | 32.05 | |
Kimco Realty Corporation (KIM) | 0.0 | $202k | 10k | 20.20 | |
Vonage Holdings | 0.0 | $213k | 68k | 3.14 | |
Primoris Services (PRIM) | 0.0 | $224k | 8.8k | 25.45 | |
SPDR S&P Dividend (SDY) | 0.0 | $202k | 2.9k | 68.94 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $229k | 6.0k | 38.06 | |
CTC Media | 0.0 | $161k | 15k | 10.52 | |
Bank of America Corporation (BAC) | 0.0 | $158k | 11k | 13.82 | |
Global Cash Access Holdings | 0.0 | $152k | 20k | 7.79 | |
Drdgold (DRD) | 0.0 | $177k | 31k | 5.73 | |
Stoneridge (SRI) | 0.0 | $162k | 15k | 10.80 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $157k | 12k | 13.08 | |
Sesa Sterlite Limted | 0.0 | $169k | 15k | 11.27 | |
Partner Communications Company | 0.0 | $101k | 13k | 7.88 | |
QLogic Corporation | 0.0 | $119k | 11k | 10.92 | |
Republic Airways Holdings | 0.0 | $121k | 10k | 11.86 | |
Investors Real Estate Trust | 0.0 | $83k | 10k | 8.30 | |
Parker Drilling Company | 0.0 | $60k | 11k | 5.71 |