RMB Capital Management as of Sept. 30, 2016
Portfolio Holdings for RMB Capital Management
RMB Capital Management holds 414 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 8.0 | $148M | 684k | 216.30 | |
iShares Russell 2000 Index (IWM) | 2.2 | $40M | 323k | 124.25 | |
Cooper Companies | 1.3 | $24M | 136k | 179.26 | |
Financial Select Sector SPDR (XLF) | 1.3 | $24M | 1.3M | 19.30 | |
priceline.com Incorporated | 1.3 | $24M | 17k | 1471.52 | |
Japan Smaller Capitalizaion Fund (JOF) | 1.3 | $24M | 2.3M | 10.55 | |
Visa (V) | 1.3 | $24M | 287k | 82.78 | |
Casella Waste Systems (CWST) | 1.3 | $24M | 2.3M | 10.30 | |
Genesee & Wyoming | 1.3 | $23M | 339k | 68.95 | |
Align Technology (ALGN) | 1.2 | $22M | 238k | 93.75 | |
Ihs Markit | 1.2 | $22M | 572k | 37.55 | |
Alphabet Inc Class A cs (GOOGL) | 1.1 | $21M | 26k | 803.45 | |
United Rentals (URI) | 1.1 | $21M | 263k | 78.49 | |
Discovery Communications | 1.1 | $21M | 783k | 26.31 | |
Alphabet Inc Class C cs (GOOG) | 1.1 | $21M | 27k | 777.28 | |
U.S. Bancorp (USB) | 1.1 | $20M | 456k | 42.89 | |
Apple (AAPL) | 1.0 | $19M | 163k | 113.21 | |
Alliance Data Systems Corporation (BFH) | 1.0 | $19M | 86k | 214.53 | |
EOG Resources (EOG) | 1.0 | $18M | 188k | 96.71 | |
Danaher Corporation (DHR) | 1.0 | $18M | 225k | 78.39 | |
Cognizant Technology Solutions (CTSH) | 0.9 | $17M | 360k | 47.71 | |
NVR (NVR) | 0.9 | $17M | 10k | 1639.85 | |
WisdomTree Japan Total Dividend (DXJ) | 0.9 | $17M | 393k | 42.91 | |
CVS Caremark Corporation (CVS) | 0.9 | $16M | 185k | 89.06 | |
TJX Companies (TJX) | 0.9 | $16M | 219k | 74.78 | |
Advance Auto Parts (AAP) | 0.9 | $16M | 109k | 148.55 | |
Servicemaster Global | 0.9 | $16M | 474k | 33.68 | |
Becton, Dickinson and (BDX) | 0.8 | $16M | 87k | 179.73 | |
NeoGenomics (NEO) | 0.8 | $16M | 1.9M | 8.22 | |
Nordson Corporation (NDSN) | 0.8 | $15M | 154k | 99.63 | |
Schlumberger (SLB) | 0.8 | $15M | 184k | 78.75 | |
BNC Ban | 0.8 | $15M | 598k | 24.32 | |
Core Laboratories | 0.8 | $14M | 128k | 112.33 | |
American Tower Reit (AMT) | 0.8 | $14M | 124k | 113.33 | |
Middleby Corporation (MIDD) | 0.8 | $14M | 113k | 123.62 | |
First Republic Bank/san F (FRCB) | 0.8 | $14M | 179k | 77.11 | |
Microchip Technology (MCHP) | 0.7 | $14M | 218k | 62.14 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $14M | 202k | 66.59 | |
Hampton Roads Bankshares Inc cs | 0.7 | $13M | 5.8M | 2.31 | |
Union Pacific Corporation (UNP) | 0.7 | $13M | 135k | 97.42 | |
Cme (CME) | 0.7 | $13M | 125k | 104.52 | |
Morgan Stanley (MS) | 0.7 | $13M | 410k | 32.06 | |
Accenture (ACN) | 0.7 | $13M | 105k | 122.10 | |
Atlantic Cap Bancshares | 0.7 | $13M | 842k | 14.98 | |
West Pharmaceutical Services (WST) | 0.7 | $12M | 165k | 74.50 | |
PNC Financial Services (PNC) | 0.7 | $12M | 158k | 76.92 | |
UniFirst Corporation (UNF) | 0.7 | $12M | 91k | 131.86 | |
Amgen (AMGN) | 0.6 | $12M | 71k | 166.81 | |
Libbey | 0.6 | $12M | 660k | 17.85 | |
Chevron Corporation (CVX) | 0.6 | $12M | 112k | 102.86 | |
Lowe's Companies (LOW) | 0.6 | $11M | 157k | 72.21 | |
Comerica Incorporated (CMA) | 0.6 | $11M | 237k | 47.32 | |
Allstate Corporation (ALL) | 0.6 | $11M | 158k | 69.18 | |
Park Sterling Bk Charlott | 0.6 | $11M | 1.3M | 8.12 | |
Marsh & McLennan Companies (MMC) | 0.6 | $11M | 158k | 67.25 | |
Triumph Ban (TFIN) | 0.6 | $11M | 531k | 19.84 | |
American Express Company (AXP) | 0.6 | $10M | 158k | 65.22 | |
Watsco, Incorporated (WSO) | 0.6 | $10M | 73k | 140.89 | |
Illinois Tool Works (ITW) | 0.5 | $9.5M | 79k | 119.84 | |
Fidelity Southern Corporation | 0.5 | $9.5M | 517k | 18.39 | |
Bank of New York Mellon Corporation (BK) | 0.5 | $9.5M | 237k | 39.89 | |
Bristol Myers Squibb (BMY) | 0.5 | $9.4M | 175k | 53.92 | |
Aspen Technology | 0.5 | $9.5M | 202k | 46.79 | |
GenMark Diagnostics | 0.5 | $9.5M | 802k | 11.80 | |
Amazon (AMZN) | 0.5 | $8.7M | 10k | 837.30 | |
KapStone Paper and Packaging | 0.5 | $8.6M | 453k | 18.92 | |
Macy's (M) | 0.5 | $8.5M | 231k | 37.05 | |
TD Ameritrade Holding | 0.5 | $8.4M | 237k | 35.24 | |
Diageo (DEO) | 0.5 | $8.4M | 71k | 117.37 | |
Southern First Bancshares (SFST) | 0.5 | $8.3M | 303k | 27.58 | |
Fb Finl (FBK) | 0.5 | $8.3M | 410k | 20.18 | |
OceanFirst Financial (OCFC) | 0.4 | $7.6M | 396k | 19.26 | |
Ameris Ban (ABCB) | 0.4 | $7.8M | 222k | 34.95 | |
RPM International (RPM) | 0.4 | $7.5M | 140k | 53.72 | |
BB&T Corporation | 0.4 | $7.4M | 198k | 37.72 | |
Cowen | 0.4 | $7.6M | 2.1M | 3.63 | |
Berkshire Hathaway (BRK.B) | 0.4 | $7.4M | 51k | 144.47 | |
Ritchie Bros. Auctioneers Inco | 0.4 | $7.4M | 210k | 35.07 | |
Zions Bancorporation (ZION) | 0.4 | $7.4M | 237k | 31.03 | |
Royal Dutch Shell | 0.4 | $7.2M | 143k | 50.07 | |
Craft Brewers Alliance | 0.4 | $7.1M | 377k | 18.83 | |
Equity Bancshares Cl-a (EQBK) | 0.4 | $7.1M | 276k | 25.94 | |
Cardinal Health (CAH) | 0.4 | $7.1M | 91k | 77.70 | |
S&W Seed Company (SANW) | 0.4 | $7.0M | 1.4M | 5.10 | |
Rio Tinto (RIO) | 0.4 | $6.8M | 203k | 33.60 | |
Orrstown Financial Services (ORRF) | 0.4 | $6.7M | 341k | 19.75 | |
SPDR KBW Regional Banking (KRE) | 0.4 | $6.7M | 158k | 42.27 | |
Liberty Broadband Corporation (LBRDA) | 0.4 | $6.7M | 95k | 70.16 | |
Seaworld Entertainment (PRKS) | 0.3 | $6.5M | 483k | 13.48 | |
Wells Fargo & Company (WFC) | 0.3 | $6.3M | 141k | 44.28 | |
Southern National Banc. of Virginia | 0.3 | $6.2M | 476k | 13.05 | |
Asb Bancorp Inc Nc | 0.3 | $6.3M | 239k | 26.25 | |
SPDR KBW Bank (KBE) | 0.3 | $6.0M | 181k | 33.39 | |
Evans Bancorp (EVBN) | 0.3 | $6.0M | 219k | 27.35 | |
Capital One Financial (COF) | 0.3 | $5.8M | 81k | 72.11 | |
Columbus McKinnon (CMCO) | 0.3 | $6.0M | 335k | 17.84 | |
Centrue Financial | 0.3 | $5.9M | 314k | 18.80 | |
Old Line Bancshares | 0.3 | $5.7M | 287k | 19.73 | |
Hometrust Bancshares (HTBI) | 0.3 | $5.6M | 302k | 18.50 | |
Masonite International | 0.3 | $5.5M | 89k | 62.17 | |
Knowles (KN) | 0.3 | $5.5M | 388k | 14.05 | |
Connectone Banc (CNOB) | 0.3 | $5.6M | 310k | 18.06 | |
Charles Schwab Corporation (SCHW) | 0.3 | $5.3M | 158k | 33.61 | |
Heritage Oaks Ban | 0.3 | $5.4M | 659k | 8.20 | |
Mosaic (MOS) | 0.3 | $5.3M | 218k | 24.46 | |
Yadkin Finl Corp | 0.3 | $5.4M | 205k | 26.29 | |
Xl | 0.3 | $5.3M | 158k | 33.63 | |
India Fund (IFN) | 0.3 | $5.1M | 205k | 24.86 | |
Atlantic Coast Financial Cor | 0.3 | $5.2M | 826k | 6.33 | |
Opus Bank | 0.3 | $5.2M | 147k | 35.37 | |
Stonegate Bk Ft Lauderdale | 0.3 | $5.1M | 150k | 33.75 | |
American International (AIG) | 0.3 | $4.8M | 80k | 59.70 | |
Icad (ICAD) | 0.3 | $4.9M | 935k | 5.20 | |
Horizon Global Corporation | 0.3 | $4.8M | 241k | 19.93 | |
First Fndtn (FFWM) | 0.2 | $4.6M | 187k | 24.67 | |
Royal Caribbean Cruises (RCL) | 0.2 | $4.4M | 58k | 74.95 | |
Emergent BioSolutions (EBS) | 0.2 | $4.2M | 135k | 31.53 | |
Farmer Brothers (FARM) | 0.2 | $4.1M | 115k | 35.55 | |
Invesco Insured Municipal Income Trust (IIM) | 0.2 | $4.1M | 250k | 16.37 | |
Constellium Holdco B V cl a | 0.2 | $4.1M | 571k | 7.20 | |
Continental Bldg Prods | 0.2 | $4.1M | 196k | 20.99 | |
Select Ban | 0.2 | $4.0M | 502k | 8.00 | |
Under Armour Inc Cl C (UA) | 0.2 | $4.0M | 118k | 33.86 | |
Expedia (EXPE) | 0.2 | $3.9M | 33k | 116.72 | |
Sun Bancorp Inc New Jers | 0.2 | $3.9M | 169k | 23.06 | |
Zillow Group Inc Cl A (ZG) | 0.2 | $3.8M | 111k | 34.45 | |
Costco Wholesale Corporation (COST) | 0.2 | $3.6M | 24k | 152.52 | |
Home Depot (HD) | 0.2 | $3.6M | 28k | 128.68 | |
H&R Block (HRB) | 0.2 | $3.7M | 158k | 23.15 | |
T. Rowe Price (TROW) | 0.2 | $3.6M | 40k | 90.91 | |
Brown-Forman Corporation (BF.B) | 0.2 | $3.6M | 76k | 47.44 | |
Williams Companies (WMB) | 0.2 | $3.7M | 120k | 30.73 | |
Cogent Communications (CCOI) | 0.2 | $3.8M | 102k | 36.81 | |
Air Methods Corporation | 0.2 | $3.6M | 116k | 31.49 | |
Home BancShares (HOMB) | 0.2 | $3.6M | 173k | 20.81 | |
MaxLinear (MXL) | 0.2 | $3.6M | 178k | 20.27 | |
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) | 0.2 | $3.6M | 368k | 9.67 | |
Kinder Morgan (KMI) | 0.2 | $3.5M | 153k | 23.13 | |
Bankwell Financial (BWFG) | 0.2 | $3.5M | 146k | 23.69 | |
Trupanion (TRUP) | 0.2 | $3.5M | 207k | 16.90 | |
Hartford Financial Services (HIG) | 0.2 | $3.4M | 79k | 42.82 | |
Full House Resorts (FLL) | 0.2 | $3.4M | 1.9M | 1.79 | |
Adams Express Company (ADX) | 0.2 | $3.3M | 253k | 13.15 | |
Hudson Technologies (HDSN) | 0.2 | $3.3M | 490k | 6.65 | |
First Bancshares (FBMS) | 0.2 | $3.2M | 169k | 19.10 | |
Paypal Holdings (PYPL) | 0.2 | $3.3M | 80k | 40.97 | |
Facebook Inc cl a (META) | 0.2 | $3.2M | 25k | 128.25 | |
Carolina Financial | 0.2 | $3.0M | 136k | 22.34 | |
Paragon Commercial Corporation | 0.2 | $3.1M | 84k | 36.28 | |
Edwards Lifesciences (EW) | 0.2 | $2.9M | 24k | 120.54 | |
Franklin Resources (BEN) | 0.2 | $2.9M | 79k | 36.67 | |
First Community Corporation (FCCO) | 0.2 | $2.9M | 187k | 15.75 | |
Reaves Utility Income Fund (UTG) | 0.2 | $3.0M | 98k | 30.56 | |
Ralph Lauren Corp (RL) | 0.2 | $3.0M | 30k | 101.13 | |
Washingtonfirst Bankshares, In c | 0.2 | $3.0M | 123k | 24.61 | |
Coty Inc Cl A (COTY) | 0.2 | $3.0M | 127k | 23.50 | |
Seacoast Bkg Corp Fla (SBCF) | 0.2 | $2.9M | 178k | 16.09 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.2 | $3.0M | 60k | 50.07 | |
State Street Corporation (STT) | 0.1 | $2.8M | 40k | 69.02 | |
Nasdaq Omx (NDAQ) | 0.1 | $2.7M | 40k | 67.54 | |
Dow Chemical Company | 0.1 | $2.7M | 52k | 51.84 | |
Verizon Communications (VZ) | 0.1 | $2.7M | 53k | 51.97 | |
Financial Institutions (FISI) | 0.1 | $2.7M | 99k | 27.11 | |
PGT | 0.1 | $2.7M | 255k | 10.67 | |
United Financial Ban | 0.1 | $2.8M | 200k | 13.84 | |
Honeywell International (HON) | 0.1 | $2.6M | 22k | 116.51 | |
Starbucks Corporation (SBUX) | 0.1 | $2.7M | 49k | 54.13 | |
General American Investors (GAM) | 0.1 | $2.7M | 82k | 32.65 | |
State Street Bank Financial | 0.1 | $2.5M | 110k | 22.82 | |
Caesar Stone Sdot Yam (CSTE) | 0.1 | $2.6M | 69k | 37.71 | |
Destination Xl (DXLG) | 0.1 | $2.7M | 613k | 4.33 | |
Lands' End (LE) | 0.1 | $2.6M | 178k | 14.50 | |
Federated Investors (FHI) | 0.1 | $2.4M | 80k | 30.30 | |
UnitedHealth (UNH) | 0.1 | $2.5M | 18k | 139.84 | |
First Ban (FBNC) | 0.1 | $2.4M | 119k | 19.79 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $2.2M | 5.5k | 401.96 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $2.3M | 39k | 59.13 | |
Chipotle Mexican Grill (CMG) | 0.1 | $2.3M | 5.4k | 423.59 | |
TFS Financial Corporation (TFSL) | 0.1 | $2.2M | 126k | 17.81 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.1 | $2.2M | 371k | 5.93 | |
Templeton Emerging Markets (EMF) | 0.1 | $2.2M | 176k | 12.63 | |
Unity Ban (UNTY) | 0.1 | $2.1M | 167k | 12.82 | |
Via | 0.1 | $2.0M | 53k | 37.67 | |
Northrop Grumman Corporation (NOC) | 0.1 | $2.1M | 9.7k | 213.98 | |
Carnival (CUK) | 0.1 | $2.1M | 44k | 46.73 | |
Multi-Color Corporation | 0.1 | $2.1M | 32k | 66.01 | |
Performant Finl (PFMT) | 0.1 | $2.1M | 714k | 2.95 | |
Silvercrest Asset Mgmt Groupcl (SAMG) | 0.1 | $2.0M | 170k | 11.87 | |
Performance Sports | 0.1 | $2.1M | 515k | 4.06 | |
Dentsply Sirona (XRAY) | 0.1 | $2.0M | 35k | 59.42 | |
Comcast Corporation (CMCSA) | 0.1 | $1.8M | 27k | 66.34 | |
American Vanguard (AVD) | 0.1 | $1.9M | 120k | 16.06 | |
HEICO Corporation (HEI.A) | 0.1 | $1.9M | 31k | 60.49 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.1 | $1.9M | 127k | 14.61 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.1 | $1.7M | 38k | 46.36 | |
Affiliated Managers (AMG) | 0.1 | $1.6M | 11k | 144.71 | |
Pepsi (PEP) | 0.1 | $1.7M | 15k | 108.60 | |
Cognex Corporation (CGNX) | 0.1 | $1.7M | 32k | 52.86 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $1.6M | 13k | 121.66 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $1.7M | 45k | 37.42 | |
Eaton Vance Enhanced Equity Income Fund (EOI) | 0.1 | $1.6M | 130k | 12.65 | |
Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $1.6M | 105k | 15.07 | |
Heritage Commerce (HTBK) | 0.1 | $1.7M | 158k | 10.94 | |
National Holdings | 0.1 | $1.6M | 495k | 3.24 | |
Astec Industries (ASTE) | 0.1 | $1.6M | 26k | 59.86 | |
Cavco Industries (CVCO) | 0.1 | $1.6M | 16k | 99.04 | |
Tri-Continental Corporation (TY) | 0.1 | $1.5M | 71k | 21.38 | |
Morgan Stanley Emerging Markets Fund | 0.1 | $1.5M | 101k | 14.55 | |
Korea (KF) | 0.1 | $1.4M | 40k | 35.99 | |
Porter Ban | 0.1 | $1.4M | 886k | 1.62 | |
General Electric Company | 0.1 | $1.2M | 41k | 29.63 | |
Aetna | 0.1 | $1.3M | 11k | 115.41 | |
Federal Signal Corporation (FSS) | 0.1 | $1.3M | 95k | 13.26 | |
Verisk Analytics (VRSK) | 0.1 | $1.3M | 16k | 81.28 | |
Whiting Petroleum Corporation | 0.1 | $1.2M | 137k | 8.74 | |
Abiomed | 0.1 | $1.3M | 10k | 128.61 | |
Belden (BDC) | 0.1 | $1.3M | 19k | 68.97 | |
Shore Bancshares (SHBI) | 0.1 | $1.4M | 117k | 11.78 | |
Rand Logistics | 0.1 | $1.4M | 1.8M | 0.76 | |
Atlantic Power Corporation | 0.1 | $1.4M | 550k | 2.47 | |
I.D. Systems | 0.1 | $1.4M | 278k | 4.94 | |
Farmers Natl Banc Corp (FMNB) | 0.1 | $1.2M | 116k | 10.78 | |
Microsoft Corporation (MSFT) | 0.1 | $1.1M | 20k | 57.46 | |
Las Vegas Sands (LVS) | 0.1 | $1.0M | 18k | 56.48 | |
Beacon Roofing Supply (BECN) | 0.1 | $1.2M | 28k | 42.06 | |
Bank Mutual Corporation | 0.1 | $1.0M | 134k | 7.68 | |
BlackRock Global Opportunities Equity Tr (BOE) | 0.1 | $1.1M | 89k | 12.25 | |
Morgan Stanley Asia Pacific Fund | 0.1 | $1.1M | 75k | 15.09 | |
Western Asst High Incm Opprtnty Fnd (HIO) | 0.1 | $1.1M | 211k | 5.05 | |
BlackRock Debt Strategies Fund | 0.1 | $1.0M | 286k | 3.65 | |
MFS Multimarket Income Trust (MMT) | 0.1 | $1.1M | 184k | 6.09 | |
Wells Fargo Adv Global Dividend Opport (EOD) | 0.1 | $1.1M | 197k | 5.81 | |
Macquarie/First Trust Global Infrstrctre | 0.1 | $1.0M | 82k | 12.61 | |
Van Kampen Advantage Muni Incm Tr II (VKI) | 0.1 | $1.2M | 97k | 12.29 | |
Aberdeen Chile Fund (AEF) | 0.1 | $1.2M | 185k | 6.27 | |
Randolph Ban | 0.1 | $1.2M | 87k | 13.63 | |
Johnson & Johnson (JNJ) | 0.1 | $859k | 7.3k | 118.27 | |
Morgan Stanley India Investment Fund (IIF) | 0.1 | $872k | 31k | 28.44 | |
Rollins (ROL) | 0.1 | $996k | 34k | 29.29 | |
Abb (ABBNY) | 0.1 | $851k | 38k | 22.48 | |
AllianceBernstein Global Hgh Incm (AWF) | 0.1 | $852k | 68k | 12.61 | |
Eaton Vance Municipal Income Trust (EVN) | 0.1 | $949k | 67k | 14.23 | |
European Equity Fund (EEA) | 0.1 | $950k | 120k | 7.90 | |
New Germany Fund (GF) | 0.1 | $840k | 59k | 14.36 | |
PowerShares S&P 500 BuyWrite Portfol ETF | 0.1 | $838k | 40k | 21.04 | |
Peoples Bancorp of North Carolina (PEBK) | 0.1 | $988k | 47k | 21.00 | |
Source Capital (SOR) | 0.1 | $943k | 26k | 36.73 | |
Wstrn Asst Emrgng Mrkts Incm Fnd | 0.1 | $869k | 76k | 11.51 | |
Turkish Investment Fund | 0.1 | $958k | 119k | 8.05 | |
Prudential Gl Sh Dur Hi Yld | 0.1 | $830k | 55k | 15.11 | |
Veritex Hldgs (VBTX) | 0.1 | $989k | 57k | 17.38 | |
BP (BP) | 0.0 | $655k | 19k | 34.58 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $720k | 19k | 37.46 | |
Taiwan Semiconductor Mfg (TSM) | 0.0 | $739k | 24k | 30.61 | |
Bank of America Corporation (BAC) | 0.0 | $824k | 53k | 15.65 | |
Exxon Mobil Corporation (XOM) | 0.0 | $785k | 9.0k | 87.26 | |
DeVry | 0.0 | $738k | 32k | 23.06 | |
Novartis (NVS) | 0.0 | $668k | 8.5k | 78.99 | |
Altria (MO) | 0.0 | $719k | 11k | 63.21 | |
GlaxoSmithKline | 0.0 | $750k | 17k | 43.14 | |
Honda Motor (HMC) | 0.0 | $653k | 23k | 28.91 | |
Sanofi-Aventis SA (SNY) | 0.0 | $726k | 18k | 39.86 | |
iShares S&P 500 Index (IVV) | 0.0 | $694k | 3.2k | 217.42 | |
Sap (SAP) | 0.0 | $827k | 9.3k | 88.76 | |
National Grid | 0.0 | $748k | 11k | 71.10 | |
Unilever (UL) | 0.0 | $772k | 16k | 47.42 | |
Lloyds TSB (LYG) | 0.0 | $652k | 227k | 2.87 | |
Central Garden & Pet (CENTA) | 0.0 | $752k | 30k | 24.79 | |
Riverview Ban (RVSB) | 0.0 | $753k | 140k | 5.38 | |
Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $814k | 59k | 13.71 | |
BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $731k | 55k | 13.36 | |
Wells Fargo Adv Multi-Sector Inco Fund (ERC) | 0.0 | $715k | 55k | 12.96 | |
Clough Global Allocation Fun (GLV) | 0.0 | $766k | 63k | 12.13 | |
Cohen and Steers Global Income Builder | 0.0 | $785k | 88k | 8.89 | |
Endocyte | 0.0 | $673k | 218k | 3.09 | |
Ares Dynamic Cr Allocation (ARDC) | 0.0 | $745k | 50k | 14.85 | |
Alpine Total Dyn Fd New cefs | 0.0 | $697k | 91k | 7.63 | |
Liberty Media Corp Series C Li | 0.0 | $755k | 27k | 28.14 | |
At&t (T) | 0.0 | $471k | 12k | 40.48 | |
Acxiom Corporation | 0.0 | $628k | 24k | 26.66 | |
Royal Dutch Shell | 0.0 | $606k | 12k | 51.16 | |
Telefonica (TEF) | 0.0 | $523k | 50k | 10.37 | |
Canon (CAJPY) | 0.0 | $465k | 16k | 28.85 | |
Syngenta | 0.0 | $553k | 6.3k | 88.14 | |
Oracle Corporation (ORCL) | 0.0 | $470k | 12k | 39.24 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $569k | 2.0k | 282.24 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $583k | 6.7k | 87.33 | |
Templeton Global Income Fund | 0.0 | $540k | 87k | 6.24 | |
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.0 | $517k | 61k | 8.47 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $466k | 5.6k | 83.86 | |
Gabelli Dividend & Income Trust (GDV) | 0.0 | $582k | 30k | 19.22 | |
Liberty All-Star Equity Fund (USA) | 0.0 | $561k | 108k | 5.18 | |
Pure Cycle Corporation (PCYO) | 0.0 | $614k | 107k | 5.74 | |
BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $608k | 56k | 10.82 | |
Liberty All-Star Growth Fund (ASG) | 0.0 | $548k | 127k | 4.31 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $494k | 36k | 13.61 | |
Aberdeen Latin Amer Eqty | 0.0 | $517k | 24k | 21.24 | |
Dividend & Income Fund (BXSY) | 0.0 | $544k | 49k | 11.21 | |
Live Oak Bancshares (LOB) | 0.0 | $479k | 33k | 14.41 | |
China Mobile | 0.0 | $397k | 6.5k | 61.56 | |
Discover Financial Services (DFS) | 0.0 | $404k | 7.1k | 56.53 | |
Pfizer (PFE) | 0.0 | $454k | 13k | 33.91 | |
Walt Disney Company (DIS) | 0.0 | $450k | 4.8k | 93.09 | |
Norfolk Southern (NSC) | 0.0 | $435k | 4.5k | 97.16 | |
Valspar Corporation | 0.0 | $325k | 3.1k | 106.14 | |
Kroger (KR) | 0.0 | $444k | 15k | 29.65 | |
McKesson Corporation (MCK) | 0.0 | $315k | 1.9k | 166.58 | |
Lockheed Martin Corporation (LMT) | 0.0 | $340k | 1.4k | 239.13 | |
Merck & Co (MRK) | 0.0 | $279k | 4.5k | 62.49 | |
Eni S.p.A. (E) | 0.0 | $457k | 16k | 29.05 | |
NTT DoCoMo | 0.0 | $327k | 14k | 23.73 | |
Banco Santander (SAN) | 0.0 | $290k | 66k | 4.41 | |
Celgene Corporation | 0.0 | $450k | 4.3k | 104.46 | |
iShares Russell 3000 Index (IWV) | 0.0 | $423k | 3.3k | 128.26 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $348k | 9.2k | 37.63 | |
BlackRock Enhanced Capital and Income (CII) | 0.0 | $300k | 22k | 13.79 | |
Cohen & Steers Quality Income Realty (RQI) | 0.0 | $394k | 30k | 13.32 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $301k | 3.6k | 84.08 | |
MFS Charter Income Trust (MCR) | 0.0 | $289k | 33k | 8.64 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $410k | 10k | 39.52 | |
iShares Dow Jones US Financial (IYF) | 0.0 | $415k | 4.6k | 90.10 | |
Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $431k | 31k | 14.10 | |
Nuveen Insd Dividend Advantage (NVG) | 0.0 | $342k | 21k | 16.08 | |
Blackrock New Jersey Municipal Income Tr | 0.0 | $305k | 19k | 16.13 | |
Nuveen Select Tax-Free Income Portfolio (NXP) | 0.0 | $278k | 18k | 15.30 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $413k | 28k | 14.58 | |
SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $340k | 5.5k | 61.37 | |
Western Asset Municipal Hgh Incm Fnd (MHF) | 0.0 | $333k | 42k | 7.94 | |
BlackRock MuniHoldings New York Insured (MHN) | 0.0 | $331k | 22k | 14.86 | |
Macquarie Global Infr Total Rtrn Fnd | 0.0 | $314k | 14k | 21.80 | |
Mexico Fund (MXF) | 0.0 | $399k | 25k | 15.94 | |
Taiwan Fund (TWN) | 0.0 | $315k | 18k | 17.32 | |
Black Diamond | 0.0 | $301k | 59k | 5.14 | |
Delphi Automotive | 0.0 | $381k | 5.3k | 71.28 | |
Powershares Kbw Bank Etf | 0.0 | $321k | 8.8k | 36.48 | |
BLACKROCK MUN TARGET TERM TR SHARES Of Ben (BTT) | 0.0 | $295k | 12k | 24.23 | |
Nuveen Intermediate | 0.0 | $311k | 23k | 13.85 | |
Blackrock Multi-sector Incom other (BIT) | 0.0 | $364k | 21k | 17.09 | |
Allianzgi Equity & Conv In | 0.0 | $315k | 17k | 18.70 | |
Doubleline Income Solutions (DSL) | 0.0 | $302k | 16k | 19.14 | |
Brookfield High Income Fd In | 0.0 | $329k | 45k | 7.32 | |
Voya Prime Rate Trust sh ben int | 0.0 | $439k | 83k | 5.28 | |
Nuveen Nasdaq 100 Dynamic Over (QQQX) | 0.0 | $361k | 19k | 18.94 | |
Nielsen Hldgs Plc Shs Eur | 0.0 | $289k | 5.4k | 53.67 | |
Carolina Tr Bancshares | 0.0 | $367k | 60k | 6.10 | |
Northern Trust Corporation (NTRS) | 0.0 | $202k | 3.0k | 68.17 | |
Caterpillar (CAT) | 0.0 | $226k | 2.6k | 88.63 | |
Monsanto Company | 0.0 | $225k | 2.2k | 102.74 | |
United Parcel Service (UPS) | 0.0 | $224k | 2.0k | 109.48 | |
Autodesk (ADSK) | 0.0 | $219k | 3.0k | 72.30 | |
Hologic (HOLX) | 0.0 | $212k | 5.4k | 38.91 | |
Travelers Companies (TRV) | 0.0 | $203k | 1.8k | 114.37 | |
AFLAC Incorporated (AFL) | 0.0 | $260k | 3.6k | 72.20 | |
Boeing Company (BA) | 0.0 | $210k | 1.6k | 131.91 | |
Newell Rubbermaid (NWL) | 0.0 | $210k | 4.0k | 52.73 | |
Philip Morris International (PM) | 0.0 | $228k | 2.3k | 97.90 | |
Procter & Gamble Company (PG) | 0.0 | $253k | 2.8k | 89.72 | |
Stryker Corporation (SYK) | 0.0 | $206k | 1.8k | 116.52 | |
Biogen Idec (BIIB) | 0.0 | $252k | 805.00 | 313.04 | |
Total (TTE) | 0.0 | $254k | 5.4k | 47.24 | |
Gilead Sciences (GILD) | 0.0 | $220k | 2.8k | 79.05 | |
Omni (OMC) | 0.0 | $205k | 2.4k | 85.20 | |
America Movil SAB de CV | 0.0 | $226k | 20k | 11.41 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $236k | 2.0k | 118.77 | |
Calamos Strategic Total Return Fund (CSQ) | 0.0 | $118k | 12k | 10.25 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $221k | 4.2k | 52.49 | |
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) | 0.0 | $164k | 11k | 14.69 | |
John Hancock Preferred Income Fund III (HPS) | 0.0 | $211k | 11k | 19.36 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $113k | 11k | 10.57 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $131k | 15k | 8.65 | |
Pimco Income Strategy Fund II (PFN) | 0.0 | $194k | 20k | 9.55 | |
Putnam High Income Securities Fund | 0.0 | $193k | 24k | 8.02 | |
Advent/Claymore Enhanced Growth & Income | 0.0 | $144k | 17k | 8.38 | |
Blackrock Muniyield Quality Fund II (MQT) | 0.0 | $245k | 17k | 14.17 | |
Dreyfus Municipal Income | 0.0 | $192k | 20k | 9.62 | |
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $258k | 19k | 13.79 | |
Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.0 | $157k | 12k | 13.55 | |
MFS Municipal Income Trust (MFM) | 0.0 | $230k | 31k | 7.48 | |
Pioneer Municipal High Income Advantage (MAV) | 0.0 | $223k | 17k | 13.10 | |
Pioneer Municipal High Income Trust (MHI) | 0.0 | $222k | 17k | 13.19 | |
Putnam Managed Municipal Income Trust (PMM) | 0.0 | $266k | 33k | 7.97 | |
Cohen & Steers Slt Pfd Incm (PSF) | 0.0 | $241k | 9.0k | 26.81 | |
Aberdeen Israel Fund | 0.0 | $176k | 11k | 16.46 | |
Calamos Global Total Return Fund (CGO) | 0.0 | $172k | 15k | 11.46 | |
Ellsworth Fund (ECF) | 0.0 | $228k | 28k | 8.20 | |
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.0 | $174k | 11k | 15.68 | |
BlackRock Muni New York Intr. Dur. Fnd. | 0.0 | $173k | 11k | 15.37 | |
Eaton Vance Nj Muni Income T sh ben int | 0.0 | $217k | 16k | 13.90 | |
Eaton Vance Calif Mun Bd | 0.0 | $158k | 12k | 13.03 | |
MFS Investment Grade Municipal Trust (CXH) | 0.0 | $161k | 16k | 10.39 | |
Nuveen Nj Div Advantage Mun (NXJ) | 0.0 | $202k | 14k | 14.81 | |
Pimco NY Municipal Income Fund (PNF) | 0.0 | $209k | 16k | 13.31 | |
BlackRock Insured Municipal Income Inves | 0.0 | $175k | 11k | 15.74 | |
Delaware Inv Co Mun Inc Fd I | 0.0 | $214k | 14k | 15.28 | |
Delaware Invt Nat Muni Inc F sh ben int (VFL) | 0.0 | $199k | 14k | 14.08 | |
First Trust Strategic | 0.0 | $228k | 19k | 12.35 | |
Manning & Napier Inc cl a | 0.0 | $138k | 20k | 7.07 | |
Phillips 66 (PSX) | 0.0 | $208k | 2.6k | 80.21 | |
Nuveen Int Dur Qual Mun Trm | 0.0 | $188k | 14k | 13.83 | |
First Tr Inter Duration Pfd & Income (FPF) | 0.0 | $221k | 9.5k | 23.38 | |
Intercontinental Exchange (ICE) | 0.0 | $207k | 768.00 | 269.53 | |
Aberdeen Gtr China | 0.0 | $102k | 11k | 9.11 | |
Alpine Global Dynamic | 0.0 | $258k | 30k | 8.68 | |
Ing Global Advantage And Premium Opportunity Fund (IGA) | 0.0 | $269k | 27k | 10.12 | |
Ims Health Holdings | 0.0 | $220k | 7.0k | 31.33 | |
Anthem (ELV) | 0.0 | $263k | 2.1k | 125.24 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $218k | 807.00 | 270.14 | |
Fsb Ban | 0.0 | $165k | 13k | 12.50 | |
Vale (VALE) | 0.0 | $65k | 12k | 5.50 | |
Nokia Corporation (NOK) | 0.0 | $70k | 12k | 5.75 | |
Gulf Resources | 0.0 | $37k | 17k | 2.17 | |
Bridgepoint Education | 0.0 | $69k | 10k | 6.83 | |
Seadrill | 0.0 | $51k | 22k | 2.35 | |
Utstarcom Holdings | 0.0 | $35k | 17k | 2.06 |