Trust Department Mb Financial Bank N A as of June 30, 2016
Portfolio Holdings for Trust Department Mb Financial Bank N A
Trust Department Mb Financial Bank N A holds 300 positions in its portfolio as reported in the June 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Federated Short Term Income Fd. #65 (FSTIX) | 7.5 | $68M | 7.9M | 8.54 | |
Amer Bcn Lg Cap Val I M utual fund (AADEX) | 7.2 | $65M | 2.6M | 24.68 | |
Fleming Cap Mut Fd Group jpm mdcp vl in (FLMVX) | 6.3 | $57M | 1.6M | 36.19 | |
T Rowe Price High Yield (PRHYX) | 5.0 | $45M | 7.1M | 6.41 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 4.4 | $40M | 534k | 74.43 | |
T Rowe Price Intl Bd (RPIBX) | 4.2 | $38M | 4.1M | 9.16 | |
Vanguard Mun Bd Fd Inc Intr Te mutual funds (VWIUX) | 3.4 | $30M | 2.1M | 14.60 | |
MB Financial | 2.6 | $23M | 638k | 36.28 | |
Johnson & Johnson (JNJ) | 2.5 | $22M | 184k | 121.30 | |
Allstate Corporation (ALL) | 1.9 | $17M | 249k | 69.95 | |
Starbucks Corporation (SBUX) | 1.9 | $17M | 303k | 57.12 | |
Gilead Sciences (GILD) | 1.9 | $17M | 202k | 83.42 | |
Wells Fargo & Company (WFC) | 1.7 | $15M | 320k | 47.33 | |
Apple (AAPL) | 1.7 | $15M | 157k | 95.60 | |
Lazard Emerging Mkts Equity Po (LZEMX) | 1.7 | $15M | 977k | 15.31 | |
CVS Caremark Corporation (CVS) | 1.6 | $15M | 154k | 95.74 | |
Alphabet Inc Class A cs (GOOGL) | 1.6 | $15M | 21k | 703.52 | |
Boeing Company (BA) | 1.6 | $14M | 109k | 129.87 | |
F5 Networks (FFIV) | 1.5 | $14M | 121k | 113.84 | |
Utilities SPDR (XLU) | 1.5 | $14M | 259k | 52.47 | |
Universal Health Services (UHS) | 1.4 | $13M | 96k | 134.10 | |
Procter & Gamble Company (PG) | 1.4 | $12M | 146k | 84.67 | |
UnitedHealth (UNH) | 1.3 | $12M | 85k | 141.20 | |
Home Depot (HD) | 1.3 | $12M | 93k | 127.69 | |
ConocoPhillips (COP) | 1.3 | $12M | 267k | 43.60 | |
Visa (V) | 1.2 | $11M | 152k | 74.17 | |
Union Pacific Corporation (UNP) | 1.2 | $11M | 126k | 87.25 | |
Texas Instruments Incorporated (TXN) | 1.2 | $11M | 169k | 62.65 | |
Wyndham Worldwide Corporation | 1.1 | $10M | 145k | 71.23 | |
Amazon (AMZN) | 1.1 | $10M | 14k | 715.62 | |
At&t (T) | 1.1 | $10M | 234k | 43.21 | |
McKesson Corporation (MCK) | 1.1 | $9.9M | 53k | 186.64 | |
Ansys (ANSS) | 1.1 | $9.6M | 106k | 90.75 | |
Nike (NKE) | 1.1 | $9.6M | 173k | 55.20 | |
Oracle Corporation (ORCL) | 1.1 | $9.5M | 233k | 40.93 | |
Costco Wholesale Corporation (COST) | 1.1 | $9.4M | 60k | 157.04 | |
Domino's Pizza (DPZ) | 1.1 | $9.4M | 72k | 131.38 | |
Prosperity Bancshares (PB) | 1.0 | $9.4M | 183k | 50.99 | |
Kroger (KR) | 1.0 | $9.1M | 247k | 36.79 | |
Goldman Sachs (GS) | 0.9 | $7.9M | 53k | 148.58 | |
Verizon Communications (VZ) | 0.9 | $7.9M | 142k | 55.84 | |
iShares S&P 500 Index (IVV) | 0.9 | $7.7M | 37k | 210.50 | |
Franklin Resources (BEN) | 0.8 | $7.2M | 217k | 33.37 | |
Hormel Foods Corporation (HRL) | 0.8 | $6.8M | 187k | 36.60 | |
W.W. Grainger (GWW) | 0.7 | $6.4M | 28k | 227.25 | |
Delta Air Lines (DAL) | 0.7 | $6.2M | 170k | 36.43 | |
Vanguard 500 Index - Adm (VFIAX) | 0.7 | $6.0M | 31k | 193.67 | |
Baker Hughes Incorporated | 0.7 | $5.9M | 132k | 45.13 | |
Exxon Mobil Corporation (XOM) | 0.6 | $5.6M | 60k | 93.74 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $5.7M | 27k | 209.49 | |
Manpower (MAN) | 0.6 | $4.9M | 76k | 64.34 | |
Biogen Idec (BIIB) | 0.5 | $4.6M | 19k | 241.81 | |
General Electric Company | 0.3 | $3.0M | 97k | 31.48 | |
Abbvie (ABBV) | 0.2 | $2.2M | 35k | 61.91 | |
Lehman Brothers First Trust IOF (NHS) | 0.2 | $2.0M | 184k | 10.95 | |
General Dynamics Corporation (GD) | 0.2 | $1.6M | 11k | 139.22 | |
Walgreen Boots Alliance (WBA) | 0.2 | $1.5M | 18k | 83.31 | |
Microsoft Corporation (MSFT) | 0.2 | $1.5M | 29k | 51.19 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $1.5M | 24k | 62.13 | |
Edwards Lifesciences (EW) | 0.1 | $1.3M | 13k | 99.74 | |
Abbott Laboratories (ABT) | 0.1 | $1.2M | 31k | 39.31 | |
Honeywell International (HON) | 0.1 | $1.2M | 10k | 116.35 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $1.2M | 21k | 55.82 | |
Jpmorgan Short Duration Bond F mf | 0.1 | $1.1M | 105k | 10.93 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $1.0M | 40k | 26.22 | |
Illinois Tool Works (ITW) | 0.1 | $1.1M | 11k | 104.21 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $1.1M | 8.7k | 123.70 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $1.1M | 9.4k | 116.93 | |
Chevron Corporation (CVX) | 0.1 | $1.0M | 9.9k | 104.82 | |
SPDR S&P Dividend (SDY) | 0.1 | $1.0M | 12k | 83.90 | |
Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $873k | 67k | 13.04 | |
Reynolds American | 0.1 | $776k | 14k | 53.90 | |
Dow Chemical Company | 0.1 | $785k | 16k | 49.68 | |
Rbc Cad (RY) | 0.1 | $815k | 14k | 59.06 | |
Cohen & Steers Clsd-End Optuny Fnd (FOF) | 0.1 | $801k | 69k | 11.55 | |
Pepsi (PEP) | 0.1 | $725k | 6.8k | 105.90 | |
Ryman Hospitality Pptys (RHP) | 0.1 | $760k | 15k | 50.67 | |
McDonald's Corporation (MCD) | 0.1 | $635k | 5.3k | 120.40 | |
Pfizer (PFE) | 0.1 | $672k | 19k | 35.18 | |
Walt Disney Company (DIS) | 0.1 | $645k | 6.6k | 97.84 | |
Wells Fargo Adv Global Dividend Opport (EOD) | 0.1 | $642k | 108k | 5.97 | |
National Stock Yards (NSYC) | 0.1 | $626k | 2.7k | 231.00 | |
Medtronic (MDT) | 0.1 | $607k | 7.0k | 86.71 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $502k | 10k | 50.20 | |
3M Company (MMM) | 0.1 | $503k | 2.9k | 175.08 | |
International Paper Company (IP) | 0.1 | $509k | 12k | 42.42 | |
PAREXEL International Corporation | 0.1 | $530k | 8.4k | 62.92 | |
AllianceBernstein Holding (AB) | 0.1 | $583k | 25k | 23.32 | |
Celgene Corporation | 0.1 | $569k | 5.8k | 98.65 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $556k | 4.8k | 115.60 | |
Vanguard Total Stock Mkt Index (VTSAX) | 0.1 | $581k | 11k | 52.18 | |
Coca-Cola Company (KO) | 0.1 | $481k | 11k | 45.30 | |
United Parcel Service (UPS) | 0.1 | $494k | 4.6k | 107.72 | |
Cisco Systems (CSCO) | 0.1 | $495k | 17k | 28.67 | |
Mattel (MAT) | 0.1 | $469k | 15k | 31.27 | |
Berkshire Hathaway (BRK.A) | 0.1 | $434k | 2.00 | 217000.00 | |
British American Tobac (BTI) | 0.1 | $453k | 3.5k | 129.43 | |
Vanguard Windsor Fund Ii mut (VWNFX) | 0.1 | $474k | 14k | 34.14 | |
American Airls (AAL) | 0.1 | $421k | 15k | 28.29 | |
BP (BP) | 0.0 | $392k | 11k | 35.49 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $323k | 9.4k | 34.38 | |
MasterCard Incorporated (MA) | 0.0 | $324k | 3.7k | 87.99 | |
Shaw Communications Inc cl b conv | 0.0 | $384k | 20k | 19.20 | |
Snap-on Incorporated (SNA) | 0.0 | $353k | 2.2k | 157.80 | |
E.I. du Pont de Nemours & Company | 0.0 | $389k | 6.0k | 64.83 | |
Emerson Electric (EMR) | 0.0 | $350k | 6.7k | 52.20 | |
International Business Machines (IBM) | 0.0 | $350k | 2.3k | 151.97 | |
EOG Resources (EOG) | 0.0 | $334k | 4.0k | 83.50 | |
Tupperware Brands Corporation | 0.0 | $373k | 6.6k | 56.22 | |
Cedar Fair | 0.0 | $347k | 6.0k | 57.83 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $325k | 1.2k | 272.39 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $385k | 11k | 35.32 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $321k | 3.8k | 84.65 | |
Federated Total Return Sers ulsht inst (FULIX) | 0.0 | $404k | 44k | 9.09 | |
People's United Financial | 0.0 | $264k | 18k | 14.67 | |
Waste Management (WM) | 0.0 | $243k | 3.7k | 66.21 | |
Paychex (PAYX) | 0.0 | $238k | 4.0k | 59.50 | |
Johnson Controls | 0.0 | $240k | 5.4k | 44.36 | |
Raytheon Company | 0.0 | $272k | 2.0k | 136.00 | |
Lockheed Martin Corporation (LMT) | 0.0 | $276k | 1.1k | 248.42 | |
Qualcomm (QCOM) | 0.0 | $259k | 4.8k | 53.59 | |
Danaher Corporation (DHR) | 0.0 | $278k | 2.8k | 101.00 | |
Energy Select Sector SPDR (XLE) | 0.0 | $233k | 3.4k | 68.21 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $277k | 2.6k | 105.97 | |
iShares Barclays Credit Bond Fund (USIG) | 0.0 | $269k | 2.4k | 113.17 | |
Express Scripts Holding | 0.0 | $293k | 3.9k | 75.80 | |
Westrock (WRK) | 0.0 | $303k | 7.8k | 38.85 | |
BlackRock (BLK) | 0.0 | $171k | 500.00 | 342.00 | |
State Street Corporation (STT) | 0.0 | $179k | 3.3k | 54.08 | |
U.S. Bancorp (USB) | 0.0 | $179k | 4.4k | 40.31 | |
FedEx Corporation (FDX) | 0.0 | $160k | 1.1k | 152.09 | |
Health Care SPDR (XLV) | 0.0 | $196k | 2.7k | 71.53 | |
Archer Daniels Midland Company (ADM) | 0.0 | $148k | 3.4k | 42.96 | |
Intel Corporation (INTC) | 0.0 | $161k | 4.9k | 32.83 | |
Ross Stores (ROST) | 0.0 | $158k | 2.8k | 56.67 | |
Merck & Co (MRK) | 0.0 | $215k | 3.7k | 57.54 | |
Schlumberger (SLB) | 0.0 | $139k | 1.8k | 79.29 | |
United Technologies Corporation | 0.0 | $213k | 2.1k | 102.45 | |
Ford Motor Company (F) | 0.0 | $154k | 12k | 12.54 | |
Jacobs Engineering | 0.0 | $167k | 3.4k | 49.85 | |
TJX Companies (TJX) | 0.0 | $150k | 1.9k | 77.36 | |
Fastenal Company (FAST) | 0.0 | $147k | 3.3k | 44.28 | |
iShares Russell 2000 Index (IWM) | 0.0 | $179k | 1.6k | 114.88 | |
Realty Income (O) | 0.0 | $139k | 2.0k | 69.50 | |
Siemens (SIEGY) | 0.0 | $204k | 2.0k | 102.00 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $185k | 1.1k | 168.33 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $147k | 2.7k | 55.24 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $139k | 1.2k | 115.83 | |
Nuveen Mun Tr Int Dr Munbd R mutual funds (NUVBX) | 0.0 | $179k | 19k | 9.55 | |
Douglas Dynamics (PLOW) | 0.0 | $157k | 6.1k | 25.74 | |
Vanguard International Value (VTRIX) | 0.0 | $147k | 4.7k | 31.06 | |
American Income Fnd Of America (AMECX) | 0.0 | $146k | 6.9k | 21.25 | |
Vanguard Instl S&p 500 Index L (VINIX) | 0.0 | $212k | 1.1k | 192.20 | |
Dfa Real Estate Sec. (DFREX) | 0.0 | $179k | 4.9k | 36.81 | |
Allianceber Global Thematic Grth Cl A (ALTFX) | 0.0 | $184k | 2.1k | 87.41 | |
Crown Castle Intl (CCI) | 0.0 | $203k | 2.0k | 101.50 | |
Eversource Energy (ES) | 0.0 | $198k | 3.3k | 59.78 | |
Packaging Corporation of America (PKG) | 0.0 | $67k | 1.0k | 67.00 | |
Northern Trust Corporation (NTRS) | 0.0 | $73k | 1.1k | 66.36 | |
Wal-Mart Stores (WMT) | 0.0 | $86k | 1.2k | 73.10 | |
Baxter International (BAX) | 0.0 | $59k | 1.3k | 44.99 | |
Nu Skin Enterprises (NUS) | 0.0 | $92k | 2.0k | 46.00 | |
Comerica Incorporated (CMA) | 0.0 | $50k | 1.2k | 41.25 | |
Newell Rubbermaid (NWL) | 0.0 | $49k | 1.0k | 49.00 | |
Tyson Foods (TSN) | 0.0 | $102k | 1.5k | 66.54 | |
Campbell Soup Company (CPB) | 0.0 | $86k | 1.3k | 66.15 | |
Altria (MO) | 0.0 | $78k | 1.1k | 68.66 | |
Amgen (AMGN) | 0.0 | $109k | 719.00 | 151.60 | |
General Mills (GIS) | 0.0 | $127k | 1.8k | 72.05 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $122k | 1.6k | 75.36 | |
Stryker Corporation (SYK) | 0.0 | $122k | 1.0k | 120.20 | |
American Electric Power Company (AEP) | 0.0 | $68k | 975.00 | 69.74 | |
Sap (SAP) | 0.0 | $58k | 770.00 | 75.32 | |
Dollar Tree (DLTR) | 0.0 | $114k | 1.2k | 94.21 | |
Dover Corporation (DOV) | 0.0 | $102k | 1.5k | 69.29 | |
SPDR Gold Trust (GLD) | 0.0 | $135k | 1.1k | 126.35 | |
Tesoro Corporation | 0.0 | $101k | 1.3k | 75.08 | |
Invesco (IVZ) | 0.0 | $77k | 3.0k | 25.67 | |
Enterprise Products Partners (EPD) | 0.0 | $83k | 2.8k | 29.14 | |
Plains All American Pipeline (PAA) | 0.0 | $78k | 2.8k | 27.65 | |
Dr. Reddy's Laboratories (RDY) | 0.0 | $67k | 1.3k | 50.95 | |
Hanover Insurance (THG) | 0.0 | $81k | 955.00 | 84.82 | |
Materials SPDR (XLB) | 0.0 | $65k | 1.4k | 45.93 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $118k | 1.6k | 74.07 | |
Camden Property Trust (CPT) | 0.0 | $88k | 1.0k | 88.00 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $83k | 892.00 | 93.05 | |
Omeros Corporation (OMER) | 0.0 | $54k | 5.1k | 10.58 | |
iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.0 | $55k | 548.00 | 100.36 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $57k | 5.3k | 10.85 | |
Vanguard Telecommunication Services ETF (VOX) | 0.0 | $115k | 1.2k | 97.83 | |
Goldman Sachs Grp | 0.0 | $53k | 2.0k | 26.50 | |
Privatebancorp Cap Tr Iv | 0.0 | $49k | 1.9k | 25.71 | |
Morgan Stanley Cap Tr V 5.75% preferred | 0.0 | $51k | 2.0k | 25.50 | |
Telus Ord (TU) | 0.0 | $129k | 4.0k | 32.25 | |
Dfa Intl. Value Port. (DFIVX) | 0.0 | $65k | 4.4k | 14.82 | |
Flexshares Tr mornstar upstr (GUNR) | 0.0 | $93k | 3.5k | 26.26 | |
Facebook Inc cl a (META) | 0.0 | $118k | 1.0k | 114.01 | |
Eaton (ETN) | 0.0 | $60k | 1.0k | 60.00 | |
Vodafone Group New Adr F (VOD) | 0.0 | $126k | 4.1k | 30.81 | |
Northland Power El (NPIFF) | 0.0 | $85k | 5.0k | 17.00 | |
Petroleum & Res Corp Com cef (PEO) | 0.0 | $99k | 4.9k | 20.07 | |
Allergan | 0.0 | $78k | 336.00 | 232.48 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $114k | 165.00 | 690.32 | |
Chubb (CB) | 0.0 | $86k | 659.00 | 130.92 | |
Comcast Corporation (CMCSA) | 0.0 | $13k | 204.00 | 63.73 | |
SK Tele | 0.0 | $11k | 525.00 | 20.95 | |
American Express Company (AXP) | 0.0 | $12k | 189.00 | 63.16 | |
PNC Financial Services (PNC) | 0.0 | $29k | 341.00 | 83.77 | |
Bank of America Corporation (BAC) | 0.0 | $11k | 800.00 | 13.75 | |
Norfolk Southern (NSC) | 0.0 | $1.0k | 16.00 | 62.50 | |
CBS Corporation | 0.0 | $11k | 208.00 | 52.63 | |
Dominion Resources (D) | 0.0 | $5.0k | 60.00 | 83.33 | |
Cardinal Health (CAH) | 0.0 | $33k | 418.00 | 77.75 | |
Apache Corporation | 0.0 | $35k | 630.00 | 55.56 | |
Bed Bath & Beyond | 0.0 | $13k | 302.00 | 43.05 | |
Coach | 0.0 | $5.0k | 114.00 | 43.86 | |
Cummins (CMI) | 0.0 | $36k | 324.00 | 111.11 | |
Spectra Energy | 0.0 | $17k | 453.00 | 37.53 | |
Travelers Companies (TRV) | 0.0 | $2.0k | 13.00 | 153.85 | |
AFLAC Incorporated (AFL) | 0.0 | $33k | 463.00 | 71.27 | |
Nordstrom (JWN) | 0.0 | $31k | 845.00 | 36.67 | |
Novartis (NVS) | 0.0 | $34k | 410.00 | 82.93 | |
Anadarko Petroleum Corporation | 0.0 | $25k | 472.00 | 52.97 | |
Halliburton Company (HAL) | 0.0 | $3.0k | 68.00 | 44.12 | |
Intuitive Surgical (ISRG) | 0.0 | $13k | 20.00 | 650.00 | |
Marsh & McLennan Companies (MMC) | 0.0 | $43k | 637.00 | 67.63 | |
Parker-Hannifin Corporation (PH) | 0.0 | $32k | 294.00 | 108.84 | |
Sanofi-Aventis SA (SNY) | 0.0 | $29k | 695.00 | 41.73 | |
Weyerhaeuser Company (WY) | 0.0 | $10k | 320.00 | 31.25 | |
Exelon Corporation (EXC) | 0.0 | $24k | 672.00 | 35.71 | |
Williams Companies (WMB) | 0.0 | $8.0k | 390.00 | 20.51 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $999.700000 | 130.00 | 7.69 | |
Shire | 0.0 | $28k | 154.00 | 182.80 | |
Southern Company (SO) | 0.0 | $30k | 559.00 | 53.67 | |
Whole Foods Market | 0.0 | $4.0k | 114.00 | 35.09 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $8.0k | 100.00 | 80.00 | |
Frontier Communications | 0.0 | $3.0k | 567.00 | 5.29 | |
Sempra Energy (SRE) | 0.0 | $7.0k | 58.00 | 120.69 | |
Ventas (VTR) | 0.0 | $15k | 200.00 | 75.00 | |
Goldcorp | 0.0 | $24k | 1.3k | 18.75 | |
Industrial SPDR (XLI) | 0.0 | $1.0k | 14.00 | 71.43 | |
AMN Healthcare Services (AMN) | 0.0 | $40k | 1.0k | 40.00 | |
Baidu (BIDU) | 0.0 | $8.0k | 50.00 | 160.00 | |
Edison International (EIX) | 0.0 | $13k | 162.00 | 80.25 | |
Och-Ziff Capital Management | 0.0 | $8.0k | 2.0k | 4.00 | |
Western Refining | 0.0 | $7.0k | 361.00 | 19.39 | |
Commerce Bancshares (CBSH) | 0.0 | $12k | 247.00 | 48.58 | |
Chipotle Mexican Grill (CMG) | 0.0 | $24k | 59.00 | 406.78 | |
Genesis Energy (GEL) | 0.0 | $38k | 999.00 | 38.04 | |
GameStop (GME) | 0.0 | $7.0k | 257.00 | 27.24 | |
Alliant Energy Corporation (LNT) | 0.0 | $18k | 442.00 | 40.72 | |
Southwest Airlines (LUV) | 0.0 | $33k | 850.00 | 38.82 | |
MGE Energy (MGEE) | 0.0 | $13k | 225.00 | 57.78 | |
Prudential Public Limited Company (PUK) | 0.0 | $12k | 350.00 | 34.29 | |
Old Dominion Freight Line (ODFL) | 0.0 | $12k | 200.00 | 60.00 | |
Valmont Industries (VMI) | 0.0 | $2.0k | 14.00 | 142.86 | |
Kinross Gold Corp (KGC) | 0.0 | $5.0k | 1.0k | 5.00 | |
Triumph (TGI) | 0.0 | $1.0k | 27.00 | 37.04 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $31k | 210.00 | 147.62 | |
iShares Russell 2000 Value Index (IWN) | 0.0 | $42k | 436.00 | 96.33 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $43k | 312.00 | 137.82 | |
Oneok (OKE) | 0.0 | $24k | 500.00 | 48.00 | |
Consumer Discretionary SPDR (XLY) | 0.0 | $1.0k | 14.00 | 71.43 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $26k | 300.00 | 86.67 | |
Trinity Biotech | 0.0 | $8.0k | 700.00 | 11.43 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $7.0k | 88.00 | 79.55 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $41k | 375.00 | 109.33 | |
Nuveen Insd Dividend Advantage (NVG) | 0.0 | $4.0k | 244.00 | 16.39 | |
Oakmark Int'l (OAKIX) | 0.0 | $40k | 2.1k | 19.28 | |
Nuveen Investment Quality Munl Fund | 0.0 | $17k | 1.0k | 17.00 | |
Pimco Total Return Fund Instl mf-s (PTTRX) | 0.0 | $23k | 2.2k | 10.24 | |
American Intl Group | 0.0 | $0 | 18.00 | 0.00 | |
Vanguard Mun Bd Fd Inc Lt Txex (VWLUX) | 0.0 | $18k | 1.5k | 12.22 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $6.0k | 136.00 | 44.12 | |
Dfa Emerging Markets Value Fun op end (DFEVX) | 0.0 | $14k | 651.00 | 21.51 | |
Cboa Financial | 0.0 | $25k | 16k | 1.62 | |
Citigroup (C) | 0.0 | $1.0k | 25.00 | 40.00 | |
Hollyfrontier Corp | 0.0 | $13k | 535.00 | 24.30 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $10k | 948.00 | 10.55 | |
Ralph Lauren Corp (RL) | 0.0 | $1.0k | 14.00 | 71.43 | |
Cbre Group Inc Cl A (CBRE) | 0.0 | $15k | 560.00 | 26.79 | |
Franklin Tax Free Tr hi yld t/f a | 0.0 | $39k | 3.6k | 10.78 | |
Franklin Financial Networ | 0.0 | $18k | 585.00 | 30.77 | |
Phillips 66 (PSX) | 0.0 | $16k | 200.00 | 80.00 | |
General Motors Corp Xxx prf | 0.0 | $0 | 400.00 | 0.00 | |
Gentherm (THRM) | 0.0 | $14k | 415.00 | 33.73 | |
Royce Total Return Fund-i (RTRIX) | 0.0 | $8.0k | 611.00 | 13.09 | |
Mfs Total Return Class A (MSFRX) | 0.0 | $7.0k | 406.00 | 17.24 | |
Intrexon | 0.0 | $5.0k | 200.00 | 25.00 | |
Tejon Ranch Co *w Exp 08/31/2016 warrants & rights | 0.0 | $0 | 11.00 | 0.00 | |
Potbelly (PBPB) | 0.0 | $6.0k | 500.00 | 12.00 | |
Surgical Care Affiliates | 0.0 | $33k | 700.00 | 47.14 | |
Knowles (KN) | 0.0 | $3.0k | 224.00 | 13.39 | |
One Gas (OGS) | 0.0 | $8.0k | 125.00 | 64.00 | |
Keysight Technologies (KEYS) | 0.0 | $2.0k | 80.00 | 25.00 | |
Dbv Technologies S A | 0.0 | $41k | 1.3k | 32.80 | |
Nuveen Flagship Mun Tr Muni Bd Fd A (NMBAX) | 0.0 | $44k | 4.6k | 9.47 | |
Edgewell Pers Care (EPC) | 0.0 | $4.0k | 50.00 | 80.00 | |
California Res Corp | 0.0 | $0 | 4.00 | 0.00 | |
Ingevity (NGVT) | 0.0 | $44k | 1.3k | 33.85 |