624 is the total number of securities Aevitas Wealth Management, Inc. has owned. The longest Aevitas Wealth Management, Inc. has owned a single stock is 21 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 21 | 21 | 3.66% | 5.42% | 7.43% | Q4 2017 | Q4 2022 | 21 |
MSFT | MICROSOFT CORP | 21 | 21 | 1.32% | 4.92% | 7.42% | Q4 2017 | Q4 2022 | 21 |
JNJ | JOHNSON &JOHNSON | 21 | 21 | 2.75% | 3.55% | 4.12% | Q4 2017 | Q4 2022 | 21 |
PEP | PEPSICO INC | 21 | 21 | 2.76% | 3.50% | 4.31% | Q4 2017 | Q4 2022 | 21 |
AMZN | AMAZON.COM INC | 21 | 21 | 1.73% | 3.32% | 5.06% | Q4 2017 | Q4 2022 | 21 |
VHT | VANGUARD WORLD FDS | 21 | 21 | 2.15% | 3.20% | 3.86% | Q4 2017 | Q4 2022 | 21 |
BDX | BECTON DICKINSON CO | 21 | 21 | 1.23% | 1.93% | 2.69% | Q4 2017 | Q4 2022 | 21 |
VFH | VANGUARD WORLD FDS | 21 | 21 | 0.80% | 1.88% | 3.58% | Q4 2017 | Q4 2022 | 21 |
VIG | VANGUARD SPECIALIZED F... | 21 | 21 | 1.39% | 1.72% | 2.10% | Q4 2017 | Q4 2022 | 21 |
GOOG | ALPHABET INC CAP STK CL C | 21 | 21 | 0.79% | 1.53% | 2.53% | Q4 2017 | Q4 2022 | 21 |
CMCSA | COMCAST CORP NEW CL A | 21 | 21 | 0.23% | 1.50% | 2.52% | Q4 2017 | Q4 2022 | 21 |
PG | PROCTER &GAMBLE CO | 21 | 21 | 0.99% | 1.44% | 1.88% | Q4 2017 | Q4 2022 | 21 |
MCD | MCDONALDS CORP | 21 | 21 | 1.13% | 1.42% | 1.95% | Q4 2017 | Q4 2022 | 21 |
KO | COCA COLA CO | 21 | 21 | 1.06% | 1.40% | 1.75% | Q4 2017 | Q4 2022 | 21 |
AMT | AMERICAN TOWER CORPORA... | 21 | 21 | 0.75% | 1.30% | 1.88% | Q4 2017 | Q4 2022 | 21 |
VXUS | VANGUARD STAR FD VANGU... | 21 | 21 | 0.12% | 1.29% | 3.09% | Q4 2017 | Q4 2022 | 21 |
VPL | VANGUARD INTL EQUITY I... | 21 | 21 | 0.19% | 1.28% | 2.51% | Q4 2017 | Q4 2022 | 21 |
CLX | CLOROX CO DEL | 21 | 21 | 0.47% | 1.21% | 1.86% | Q4 2017 | Q4 2022 | 21 |
WELL | WELLTOWER INC COM | 21 | 21 | 0.70% | 1.18% | 1.87% | Q4 2017 | Q4 2022 | 21 |
TJX | TJX COS INC NEW COM | 21 | 21 | 0.35% | 1.17% | 2.61% | Q4 2017 | Q4 2022 | 21 |
VGT | VANGUARD WORLD FDS | 21 | 21 | 0.44% | 1.14% | 1.83% | Q4 2017 | Q4 2022 | 21 |
AMGN | AMGEN INC | 21 | 21 | 0.82% | 1.00% | 1.30% | Q4 2017 | Q4 2022 | 21 |
SYK | STRYKER CORPORATION | 21 | 21 | 0.24% | 0.97% | 1.64% | Q4 2017 | Q4 2022 | 21 |
O | REALTY INCOME CORP (MA... | 21 | 21 | 0.59% | 0.96% | 1.41% | Q4 2017 | Q4 2022 | 21 |
MA | MASTERCARD INCORPORATE... | 21 | 21 | 0.65% | 0.93% | 1.14% | Q4 2017 | Q4 2022 | 21 |
INTC | INTEL CORP | 21 | 21 | 0.27% | 0.92% | 1.31% | Q4 2017 | Q4 2022 | 21 |
UPS | UNITED PARCEL SVC INC ... | 21 | 21 | 0.70% | 0.91% | 1.10% | Q4 2017 | Q4 2022 | 21 |
NKE | NIKE INC CLASS B | 21 | 21 | 0.41% | 0.90% | 1.32% | Q4 2017 | Q4 2022 | 21 |
ABBV | ABBVIE INC COM USD0.01 | 21 | 21 | 0.22% | 0.81% | 1.60% | Q4 2017 | Q4 2022 | 21 |
MMP | MAGELLAN MIDSTREAM PRT... | 21 | 21 | 0.18% | 0.79% | 1.78% | Q4 2017 | Q4 2022 | 21 |
VEA | VANGUARD TAX-MANAGED I... | 21 | 21 | 0.19% | 0.78% | 2.34% | Q4 2017 | Q4 2022 | 21 |
NVS | NOVARTIS A G SPONSORED... | 21 | 21 | 0.58% | 0.75% | 1.06% | Q4 2017 | Q4 2022 | 21 |
BRKB | BERKSHIRE HATHAWAY INC... | 21 | 21 | 0.45% | 0.73% | 2.10% | Q4 2017 | Q4 2022 | 21 |
AEP | AMERICAN ELEC PWR INC | 21 | 21 | 0.49% | 0.71% | 0.99% | Q4 2017 | Q4 2022 | 21 |
GOOGL | ALPHABET INC CAP STK CL A | 21 | 21 | 0.50% | 0.70% | 0.98% | Q4 2017 | Q4 2022 | 21 |
CTSH | COGNIZANT TECH SOLUTIO... | 21 | 21 | 0.41% | 0.66% | 1.05% | Q4 2017 | Q4 2022 | 21 |
ALNY | ALNYLAM PHARMACEUTICAL... | 21 | 21 | 0.47% | 0.64% | 0.95% | Q4 2017 | Q4 2022 | 21 |
EMR | EMERSON ELECTRIC CO | 21 | 21 | 0.51% | 0.64% | 0.80% | Q4 2017 | Q4 2022 | 21 |
MMM | 3M COMPANY | 21 | 21 | 0.16% | 0.64% | 1.05% | Q4 2017 | Q4 2022 | 21 |
CL | COLGATE-PALMOLIVE CO | 21 | 21 | 0.47% | 0.60% | 0.73% | Q4 2017 | Q4 2022 | 21 |
UL | UNILEVER PLC SPON ADR NEW | 21 | 21 | 0.24% | 0.55% | 0.77% | Q4 2017 | Q4 2022 | 21 |
CVS | CVS HEALTH CORP COM | 21 | 21 | 0.23% | 0.53% | 0.98% | Q4 2017 | Q4 2022 | 21 |
USB | US BANCORP DEL COM NEW | 21 | 21 | 0.19% | 0.53% | 1.14% | Q4 2017 | Q4 2022 | 21 |
PAYX | PAYCHEX INC COM | 21 | 21 | 0.45% | 0.52% | 0.63% | Q4 2017 | Q4 2022 | 21 |
MKC | MCCORMICK &CO INC COM ... | 21 | 21 | 0.32% | 0.50% | 0.67% | Q4 2017 | Q4 2022 | 21 |
VYM | VANGUARD WHITEHALL FDS... | 21 | 21 | 0.32% | 0.48% | 0.89% | Q4 2017 | Q4 2022 | 21 |
CME | CME GROUP INC COM CL A | 21 | 21 | 0.30% | 0.48% | 0.64% | Q4 2017 | Q4 2022 | 21 |
PEG | PUBLIC SVC ENTERPRISE ... | 21 | 21 | 0.23% | 0.47% | 0.73% | Q4 2017 | Q4 2022 | 21 |
ORCL | ORACLE CORP COM | 21 | 21 | 0.35% | 0.46% | 1.16% | Q4 2017 | Q4 2022 | 21 |
GD | GENERAL DYNAMICS CRP | 21 | 21 | 0.32% | 0.45% | 0.64% | Q4 2017 | Q4 2022 | 21 |
VNQ | VANGUARD REAL ESTATE ETF | 21 | 21 | 0.31% | 0.43% | 0.62% | Q4 2017 | Q4 2022 | 21 |
VYGR | VOYAGER THERAPEUTICS I... | 21 | 21 | 0.04% | 0.43% | 1.40% | Q4 2017 | Q4 2022 | 21 |
ES | EVERSOURCE ENERGY COM | 21 | 21 | 0.32% | 0.40% | 0.55% | Q4 2017 | Q4 2022 | 21 |
CSCO | CISCO SYS INC COM | 21 | 21 | 0.23% | 0.37% | 0.59% | Q4 2017 | Q4 2022 | 21 |
ADP | AUTOMATIC DATA PROCESS... | 21 | 21 | 0.28% | 0.37% | 0.48% | Q4 2017 | Q4 2022 | 21 |
V | VISA INC COM CL A | 21 | 21 | 0.30% | 0.36% | 0.45% | Q4 2017 | Q4 2022 | 21 |
CHKP | CHECK POINT SOFTWARE T... | 21 | 21 | 0.30% | 0.36% | 0.50% | Q4 2017 | Q4 2022 | 21 |
MDT | MEDTRONIC PLC USD0.0001 | 21 | 21 | 0.06% | 0.35% | 0.70% | Q4 2017 | Q4 2022 | 21 |
D | DOMINION ENERGY INC COM | 21 | 21 | 0.14% | 0.33% | 0.47% | Q4 2017 | Q4 2022 | 21 |
ABT | ABBOTT LABS | 21 | 21 | 0.15% | 0.32% | 0.44% | Q4 2017 | Q4 2022 | 21 |
DE | DEERE & COMPANY | 21 | 21 | 0.23% | 0.32% | 0.47% | Q4 2017 | Q4 2022 | 21 |
DEO | DIAGEO PLC | 21 | 21 | 0.20% | 0.31% | 0.40% | Q4 2017 | Q4 2022 | 21 |
ITW | ILLINOIS TOOL WORKS | 21 | 21 | 0.25% | 0.30% | 0.34% | Q4 2017 | Q4 2022 | 21 |
JPM | JPMORGAN CHASE &CO | 21 | 21 | 0.14% | 0.27% | 0.33% | Q4 2017 | Q4 2022 | 21 |
MDLZ | MONDELEZ INTL INC COM | 21 | 21 | 0.18% | 0.27% | 0.57% | Q4 2017 | Q4 2022 | 21 |
SO | SOUTHERN CO | 21 | 21 | 0.23% | 0.27% | 0.32% | Q4 2017 | Q4 2022 | 21 |
VTV | VANGUARD INDEX FDS VAN... | 21 | 21 | 0.01% | 0.26% | 0.61% | Q4 2017 | Q4 2022 | 21 |
UNP | UNION PACIFIC CORP | 21 | 21 | 0.17% | 0.25% | 0.30% | Q4 2017 | Q4 2022 | 21 |
XOM | EXXON MOBIL CORP | 12 | 8 | 0.02% | 0.98% | 3.57% | Q4 2017 | Q4 2022 | 20 |
VZ | VERIZON COMMUNICATIONS... | 20 | 20 | 0.53% | 0.75% | 0.96% | Q4 2017 | Q3 2022 | 20 |
SYY | SYSCO CORP | 11 | 9 | 0.18% | 0.24% | 0.35% | Q4 2017 | Q4 2022 | 20 |
VPU | VANGUARD WORLD FDS | 11 | 9 | 0.01% | 0.18% | 0.32% | Q4 2017 | Q4 2022 | 20 |
GLD | SPDR GOLD TRUST | 19 | 19 | 0.00% | 3.81% | 8.50% | Q4 2017 | Q2 2022 | 19 |
BSCN | INVESCO EXCH TRD SLF I... | 19 | 19 | 0.31% | 0.48% | 0.75% | Q2 2018 | Q4 2022 | 19 |
EVRG | EVERGY INC | 19 | 19 | 0.33% | 0.47% | 0.63% | Q2 2018 | Q4 2022 | 19 |
UNH | UNITEDHEALTH GROUP INC | 13 | 6 | 0.10% | 0.46% | 0.88% | Q4 2017 | Q4 2022 | 19 |
HON | HONEYWELL INTL INC | 10 | 9 | 0.17% | 0.25% | 0.38% | Q4 2017 | Q4 2022 | 19 |
CRM | SALESFORCE INC | 13 | 6 | 0.00% | 0.22% | 0.41% | Q4 2017 | Q4 2022 | 19 |
TXN | TEXAS INSTRUMENTS INC ... | 10 | 9 | 0.01% | 0.15% | 0.25% | Q4 2017 | Q4 2022 | 19 |
BSCM | INVESCO EXCH TRD SLF I... | 18 | 18 | 0.74% | 1.41% | 2.39% | Q2 2018 | Q3 2022 | 18 |
ACN | ACCENTURE PLC IRELAND | 12 | 6 | 0.11% | 1.05% | 2.06% | Q4 2017 | Q4 2022 | 18 |
PFE | PFIZER INC | 13 | 5 | 0.16% | 0.40% | 0.67% | Q4 2017 | Q4 2022 | 18 |
DIS | DISNEY WALT CO | 18 | 18 | 0.17% | 0.22% | 0.29% | Q4 2017 | Q1 2022 | 18 |
USMV | ISHARES TR | 11 | 1 | 0.11% | 0.16% | 0.22% | Q4 2017 | Q4 2022 | 18 |
FB | META PLATFORMS INC | 17 | 17 | 0.04% | 0.49% | 1.14% | Q4 2017 | Q4 2021 | 17 |
EFAV | ISHARES TR | 17 | 17 | 0.18% | 0.34% | 0.49% | Q4 2017 | Q4 2021 | 17 |
GIS | GENERAL MLS INC | 11 | 6 | 0.14% | 0.28% | 0.99% | Q4 2017 | Q4 2022 | 17 |
ENB | ENBRIDGE INC | 7 | 1 | 0.02% | 0.99% | 1.79% | Q4 2017 | Q4 2022 | 16 |
SMG | SCOTTS MIRACLE-GRO CO | 15 | 15 | 0.16% | 0.56% | 0.90% | Q1 2019 | Q3 2022 | 15 |
GS | GOLDMAN SACHS GROUP INC | 9 | 6 | 0.02% | 0.20% | 0.35% | Q4 2017 | Q4 2022 | 15 |
BSCL | INVESCO EXCH TRD SLF I... | 14 | 14 | 0.38% | 0.64% | 0.86% | Q2 2018 | Q3 2021 | 14 |
T | AT&T INC COM USD1 | 12 | 1 | 0.14% | 0.30% | 0.54% | Q4 2017 | Q4 2022 | 14 |
HD | HOME DEPOT INC COM | 8 | 6 | 0.15% | 0.17% | 0.21% | Q4 2017 | Q4 2022 | 14 |
TSLA | TESLA INC COM | 8 | 6 | 0.01% | 0.12% | 0.21% | Q4 2017 | Q3 2022 | 14 |
VOT | VANGUARD INDEX FDS MID... | 7 | 6 | 0.15% | 0.17% | 0.18% | Q4 2017 | Q1 2022 | 13 |
STZ | CONSTELLATION BRANDS INC | 12 | 12 | 0.79% | 0.95% | 1.12% | Q1 2020 | Q4 2022 | 12 |
SCHD | SCHWAB STRATEGIC TR US... | 6 | 6 | 0.02% | 0.57% | 2.14% | Q4 2017 | Q4 2022 | 12 |
WOOD | ISHARES TR GL TIMB FOR... | 12 | 12 | 0.45% | 0.55% | 0.66% | Q4 2017 | Q3 2020 | 12 |
BIIB | BIOGEN INC COM | 12 | 12 | 0.18% | 0.42% | 0.67% | Q4 2017 | Q3 2020 | 12 |
VB | VANGUARD INDEX FDS VAN... | 12 | 12 | 0.02% | 0.28% | 0.53% | Q4 2017 | Q3 2020 | 12 |
DSI | ISHARES TR MSCI KLD400... | 12 | 12 | 0.13% | 0.23% | 0.39% | Q4 2017 | Q3 2020 | 12 |
DFS | DISCOVER FINL SVCS | 9 | 3 | 0.14% | 0.21% | 0.25% | Q4 2017 | Q3 2021 | 12 |
COST | COSTCO WHSL CORP NEW | 6 | 6 | 0.05% | 0.11% | 0.17% | Q4 2017 | Q4 2022 | 12 |
PANW | PALO ALTO NETWORKS INC | 11 | 11 | 0.29% | 2.41% | 3.79% | Q2 2020 | Q4 2022 | 11 |
TFC | TRUIST FINL CORP | 9 | 2 | 0.16% | 0.62% | 1.06% | Q4 2019 | Q4 2022 | 11 |
CMP | COMPASS MINERALS INTL INC | 9 | 2 | 0.17% | 0.37% | 0.72% | Q4 2017 | Q4 2020 | 11 |
SBUX | STARBUCKS CORP COM USD... | 6 | 5 | 0.03% | 0.15% | 0.29% | Q4 2017 | Q4 2021 | 11 |
NTLA | INTELLIA THERAPEUTICS ... | 6 | 5 | 0.01% | 0.11% | 0.39% | Q4 2017 | Q4 2021 | 11 |
CRWD | CROWDSTRIKE HLDGS INC | 10 | 10 | 0.46% | 1.18% | 1.53% | Q3 2020 | Q4 2022 | 10 |
UTX | UNITED TECHNOLOGIES CO... | 10 | 10 | 0.85% | 1.05% | 1.17% | Q4 2017 | Q1 2020 | 10 |
RTX | RAYTHEON TECHNOLOGIES ... | 6 | 4 | 0.46% | 0.52% | 0.58% | Q2 2020 | Q4 2022 | 10 |
VDC | VANGUARD WORLD FDS | 8 | 2 | 0.06% | 0.41% | 0.55% | Q4 2018 | Q4 2021 | 10 |
NVDA | NVIDIA CORPORATION | 6 | 4 | 0.00% | 0.33% | 0.88% | Q4 2017 | Q4 2022 | 10 |
CRSP | CRISPR THERAPEUTICS AG... | 6 | 4 | 0.07% | 0.33% | 0.64% | Q4 2017 | Q3 2021 | 10 |
VBR | VANGUARD INDEX FDS VAN... | 6 | 4 | 0.01% | 0.22% | 0.56% | Q4 2017 | Q4 2022 | 10 |
VTIP | VANGUARD MALVERN FDS S... | 6 | 4 | 0.08% | 0.21% | 0.33% | Q4 2017 | Q4 2021 | 10 |
QCOM | QUALCOMM INC | 6 | 1 | 0.09% | 0.20% | 0.36% | Q4 2017 | Q2 2022 | 10 |
BBN | BLACKROCK TAX MUNICPAL... | 6 | 1 | 0.13% | 0.14% | 0.15% | Q4 2017 | Q4 2021 | 10 |
SRE | SEMPRA ENERGY | 6 | 4 | 0.02% | 0.08% | 0.17% | Q4 2017 | Q4 2022 | 10 |
WFC | WELLS FARGO CO NEW COM | 9 | 9 | 0.31% | 0.88% | 1.59% | Q4 2017 | Q4 2019 | 9 |
VCR | VANGUARD WORLD FDS | 9 | 9 | 0.58% | 0.80% | 0.97% | Q4 2017 | Q4 2019 | 9 |
FFC | FLAHERTY &CRUMRIN PFD ... | 9 | 9 | 0.32% | 0.61% | 0.98% | Q4 2017 | Q4 2019 | 9 |
EFX | EQUIFAX INC | 9 | 9 | 0.37% | 0.50% | 0.65% | Q4 2020 | Q4 2022 | 9 |
BXMX | NUVEEN S&P 500 BUY-WRI... | 9 | 9 | 0.33% | 0.37% | 0.39% | Q4 2017 | Q4 2019 | 9 |
AXP | AMERICAN EXPRESS CO | 9 | 9 | 0.19% | 0.34% | 0.43% | Q4 2017 | Q4 2019 | 9 |
CVX | CHEVRON CORP NEW COM | 9 | 9 | 0.23% | 0.28% | 0.32% | Q4 2017 | Q4 2019 | 9 |
VAW | VANGUARD WORLD FDS | 9 | 9 | 0.17% | 0.26% | 0.35% | Q4 2020 | Q4 2022 | 9 |
YUM | YUM BRANDS INC | 9 | 9 | 0.13% | 0.25% | 0.34% | Q4 2017 | Q4 2019 | 9 |
IVE | ISHARES TR | 6 | 3 | 0.01% | 0.16% | 0.56% | Q4 2017 | Q3 2020 | 9 |
MDB | MONGODB INC | 4 | 1 | 0.05% | 0.12% | 0.20% | Q2 2018 | Q1 2022 | 9 |
IJJ | ISHARES TR | 6 | 3 | 0.01% | 0.11% | 0.40% | Q4 2017 | Q4 2021 | 9 |
BBT | BB&T CORP | 8 | 8 | 0.79% | 0.88% | 1.03% | Q4 2017 | Q3 2019 | 8 |
EQR | EQUITY RESIDENTIAL | 8 | 8 | 0.19% | 0.28% | 0.35% | Q1 2021 | Q4 2022 | 8 |
ED | CONSOLIDATED EDISON INC | 6 | 2 | 0.15% | 0.18% | 0.21% | Q4 2017 | Q4 2019 | 8 |
CARR | CARRIER GLOBAL CORPORA... | 7 | 1 | 0.13% | 0.18% | 0.22% | Q3 2020 | Q4 2022 | 8 |
OTIS | OTIS WORLDWIDE CORP | 4 | 1 | 0.12% | 0.16% | 0.22% | Q2 2020 | Q4 2022 | 8 |
OMC | OMNICOM GROUP INC | 6 | 2 | 0.09% | 0.16% | 0.22% | Q4 2017 | Q4 2019 | 8 |
IRM | IRON MTN INC NEW | 6 | 2 | 0.12% | 0.14% | 0.15% | Q4 2017 | Q1 2022 | 8 |
WMT | WALMART INC | 4 | 4 | 0.05% | 0.10% | 0.17% | Q2 2018 | Q3 2021 | 8 |
BAC | BK OF AMERICA CORP | 6 | 2 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q1 2022 | 8 |
BA | BOEING CO | 7 | 7 | 0.20% | 0.29% | 0.38% | Q4 2017 | Q2 2019 | 7 |
MO | ALTRIA GROUP INC | 6 | 1 | 0.15% | 0.24% | 0.38% | Q4 2017 | Q1 2021 | 7 |
LIN | LINDE PLC | 5 | 2 | 0.10% | 0.23% | 0.33% | Q4 2018 | Q4 2022 | 7 |
HSY | HERSHEY CO | 6 | 1 | 0.08% | 0.09% | 0.12% | Q4 2017 | Q4 2022 | 7 |
MRK | MERCK & CO INC NEW COM | 6 | 1 | 0.06% | 0.09% | 0.13% | Q4 2017 | Q4 2022 | 7 |
DHR | DANAHER CORPORATION | 6 | 1 | 0.05% | 0.07% | 0.13% | Q4 2017 | Q1 2022 | 7 |
VIS | VANGUARD WORLD FDS | 6 | 1 | 0.03% | 0.07% | 0.26% | Q4 2017 | Q4 2022 | 7 |
AGN | ALLERGAN PLC. COM USD0... | 6 | 6 | 0.09% | 0.31% | 0.39% | Q4 2017 | Q1 2019 | 6 |
GILD | GILEAD SCIENCES INC | 6 | 6 | 0.12% | 0.25% | 0.36% | Q4 2017 | Q1 2019 | 6 |
SMAR | SMARTSHEET INC | 6 | 6 | 0.14% | 0.22% | 0.28% | Q4 2020 | Q1 2022 | 6 |
INTU | INTUIT | 6 | 6 | 0.18% | 0.21% | 0.26% | Q3 2020 | Q4 2021 | 6 |
PM | PHILIP MORRIS INTL INC... | 6 | 6 | 0.06% | 0.19% | 0.32% | Q4 2017 | Q1 2019 | 6 |
ET | ENERGY TRANSFER LP | 6 | 6 | 0.14% | 0.18% | 0.21% | Q4 2017 | Q1 2019 | 6 |
IBM | INTL BUSINESS MACH | 6 | 6 | 0.10% | 0.17% | 0.29% | Q4 2017 | Q1 2019 | 6 |
CAT | CATERPILLAR INC DEL | 6 | 6 | 0.13% | 0.17% | 0.23% | Q4 2017 | Q1 2019 | 6 |
PFF | ISHARES TR S&P US PFD STK | 6 | 6 | 0.11% | 0.14% | 0.18% | Q4 2017 | Q1 2019 | 6 |
UN | UNILEVER N V N Y SHS NEW | 6 | 6 | 0.10% | 0.14% | 0.22% | Q4 2017 | Q1 2019 | 6 |
KMB | KIMBERLY CLARK CORP | 6 | 6 | 0.13% | 0.14% | 0.15% | Q4 2017 | Q1 2019 | 6 |
ECL | ECOLAB INC | 6 | 6 | 0.13% | 0.14% | 0.16% | Q4 2017 | Q1 2019 | 6 |
C | CITIGROUP INC COM NEW | 6 | 6 | 0.02% | 0.14% | 0.19% | Q4 2017 | Q1 2019 | 6 |
EFA | ISHARES TR | 6 | 6 | 0.09% | 0.13% | 0.22% | Q4 2017 | Q1 2019 | 6 |
NGG | NATIONAL GRID SPON ADR... | 6 | 6 | 0.07% | 0.12% | 0.15% | Q4 2017 | Q1 2019 | 6 |
HSBC | HSBC HLDGS PLC SPON AD... | 6 | 6 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q1 2019 | 6 |
OLED | UNIVERSAL DISPLAY CORP | 6 | 6 | 0.08% | 0.11% | 0.16% | Q4 2017 | Q1 2019 | 6 |
AMP | AMERIPRISE FINL INC COM | 6 | 6 | 0.06% | 0.11% | 0.15% | Q4 2017 | Q1 2019 | 6 |
DIAX | NUVEEN DOW 30 DYN OVER... | 6 | 6 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q1 2019 | 6 |
NVO | NOVO-NORDISK A S ADR | 6 | 6 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2019 | 6 |
JKHY | HENRY JACK &ASSOC INC | 6 | 6 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2019 | 6 |
IJR | ISHARES TR | 6 | 6 | 0.08% | 0.09% | 0.11% | Q4 2017 | Q1 2019 | 6 |
MKL | MARKEL CORP HLDG CO | 6 | 6 | 0.03% | 0.08% | 0.11% | Q4 2017 | Q1 2019 | 6 |
DNKN | DUNKIN BRANDS GROUP IN... | 6 | 6 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q1 2019 | 6 |
PSX | PHILLIPS 66 COM | 6 | 6 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q1 2019 | 6 |
VFC | V F CORP | 6 | 6 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q1 2019 | 6 |
WBA | WALGREENS BOOTS ALLIAN... | 6 | 6 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q1 2019 | 6 |
RCI | ROGERS COMMUNICATIONS ... | 6 | 6 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q1 2019 | 6 |
DWDP | DOWDUPONT INC COM | 6 | 6 | 0.06% | 0.08% | 0.11% | Q4 2017 | Q1 2019 | 6 |
VTR | VENTAS INC | 6 | 6 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q1 2019 | 6 |
YUMC | YUM CHINA HLDGS INC COM | 6 | 6 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q1 2019 | 6 |
ZBH | ZIMMER BIOMET HLDGS IN... | 6 | 6 | 0.04% | 0.07% | 0.08% | Q4 2017 | Q1 2019 | 6 |
XLK | SELECT SECTOR SPDR TR | 6 | 6 | 0.04% | 0.07% | 0.08% | Q4 2017 | Q1 2019 | 6 |
IWR | ISHARES TR RUS MID CAP... | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2019 | 6 |
MCI | BARINGS CORPORATE INVS... | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q1 2019 | 6 |
NSC | NORFOLK SOUTHERN CRP | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q1 2019 | 6 |
NMT | NUVEEN MASSACHUSETS QL... | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q1 2019 | 6 |
MCK | MCKESSON CORP | 6 | 6 | 0.06% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 6 |
AFL | AFLAC INC | 6 | 6 | 0.06% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 6 |
WM | WASTE MGMT INC DEL | 6 | 6 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q1 2019 | 6 |
EPD | ENTERPRISE PRODS PARTN... | 6 | 6 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q1 2019 | 6 |
TGT | TARGET CORP COM | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2019 | 6 |
ADI | ANALOG DEVICES INC COM | 6 | 6 | 0.01% | 0.06% | 0.09% | Q4 2017 | Q1 2019 | 6 |
SLB | SCHLUMBERGER LTD | 6 | 6 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 6 |
PH | PARKER HANNIFIN CORP | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2019 | 6 |
WAT | WATERS CORP | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2019 | 6 |
SNY | SANOFI SPONSORED ADR | 6 | 6 | 0.03% | 0.06% | 0.07% | Q4 2017 | Q1 2019 | 6 |
SJM | SMUCKER J M CO COM NEW | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q1 2019 | 6 |
BTI | BRITISH AMERN TOB PLC | 6 | 6 | 0.00% | 0.06% | 0.13% | Q4 2017 | Q1 2019 | 6 |
CCI | CROWN CASTLE INTL CORP... | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 6 |
BPL | BUCKEYE PARTNERS L P U... | 6 | 6 | 0.04% | 0.05% | 0.10% | Q4 2017 | Q1 2019 | 6 |
SPYX | SPDR SER TR SPDR S&P 5... | 6 | 6 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2019 | 6 |
ILF | ISHARES TR | 6 | 6 | 0.03% | 0.05% | 0.12% | Q4 2017 | Q1 2019 | 6 |
XLV | SELECT SECTOR SPDR TR ... | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q1 2019 | 6 |
CCU | COMPANIA CERVECERIAS U... | 6 | 6 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q1 2019 | 6 |
LLY | LILLY ELI &CO COM NPV | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q1 2019 | 6 |
STT | STATE STR CORP COM | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 6 |
VAR | VARIAN MED SYS INC COM | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q1 2019 | 6 |
ICE | INTERCONTINENTAL EXCHA... | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
HCP | HCP INC COM | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
BABA | ALIBABA GROUP HLDG LTD... | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
LEG | LEGGETT &PLATT INC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
TEVA | TEVA PHARMACEUTICAL IN... | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
EEMV | ISHARES INC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 6 |
FDX | FEDEX CORP COM | 6 | 6 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q1 2019 | 6 |
MDY | SPDR S&P MIDCAP 400 ET... | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 6 |
HBI | HANESBRANDS INC COM | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
DVY | ISHARES TR | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 6 |
VO | VANGUARD INDEX FDS VAN... | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 6 |
PSA | PUBLIC STORAGE COM | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 6 |
JCOM | J2 GLOBAL INC COM | 6 | 6 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
XLF | SELECT SECTOR SPDR TR | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 6 |
NEE | NEXTERA ENERGY INC COM | 6 | 6 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2019 | 6 |
PB | PROSPERITY BANCSHARES INC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
TD | TORONTO DOMINION BK ONT | 6 | 6 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q1 2019 | 6 |
MCHP | MICROCHIP TECHNOLOGY I... | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
VUG | VANGUARD INDEX FDS VAN... | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2019 | 6 |
GPC | GENUINE PARTS CO | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
J | JACOBS ENGR GROUP INC ... | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
RNR | RENAISSANCERE HOLDINGS... | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
RTN | RAYTHEON CO COM NEW | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
RYN | RAYONIER INC COM | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
NXC | NUVEEN CA SELECT TAX F... | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
VT | VANGUARD INTL EQUITY I... | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
OXY | OCCIDENTAL PETROLEUM CORP | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
SMH | VANECK VECTORS ETF TR ... | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
DLS | WISDOMTREE TR INTL SMA... | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
BHLB | BERKSHIRE HILLS BANCOR... | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
QUAL | ISHARES TR | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
IDXX | IDEXX LABS INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
PPL | PPL CORP | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
BHBK | BLUE HILLS BANCORP INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
APD | AIR PRODUCTS & CHEM | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
XLE | SELECT SECTOR SPDR TR ... | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
CB | CHUBB LIMITED COM NPV ... | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
CELG | CELGENE CORP | 6 | 6 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2019 | 6 |
COO | COOPER COS INC COM NEW | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
BXP | BOSTON PROPERTIES INC COM | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
GSK | GLAXOSMITHKLINE PLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
BIV | VANGUARD BD INDEX FD I... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
AAP | ADVANCE AUTO PARTS INC... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
BUD | ANHEUSER-BUSCH INBEV S... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
IYF | ISHARES U S FINANCIALS... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
CTWS | CONNECTICUT WTR SVC INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
FTV | FORTIVE CORP COM | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
NTRS | NORTHERN TR CORP | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
K | KELLOGG COMPANY | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
XLU | SELECT SECTOR SPDR TR | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
VEU | VANGUARD INTL EQUITY I... | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
GE | GENERAL ELECTRIC CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
CDK | CDK GLOBAL INC COM USD... | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
VWO | VANGUARD INTL EQUITY I... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
MOO | VANECK VECTORS ETF TR ... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
CAH | CARDINAL HEALTH INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
TTE | TOTAL S A SPONSORED ADR | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
TCP | TC PIPELINES LP UT COM... | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
IBB | ISHARES TR NASDAQ BIOTECH | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2019 | 6 |
NVCR | NOVOCURE LTD COM USD0.00 | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
FUTY | FIDELITY MSCI UTILS IN... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
PDT | JOHN HANCOCK PREMIUM D... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
EMN | EASTMAN CHEMICAL CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
EEM | ISHARES TR | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
EFF | EATON VANCE FLTG RATE ... | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
RNG | RINGCENTRAL INC-CLASS A | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
EDIT | EDITAS MEDICINE INC COM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
JWN | NORDSTROM INC COM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
MET | METLIFE INC COM | 6 | 6 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2019 | 6 |
AWR | AMERICAN STS WTR CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
NFLX | NETFLIX INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
PBR | PETROLEO BRASILEIRO SA... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
SGEN | SEATTLE GENETICS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
VNQI | VANGUARD INTL EQUITY I... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
LITE | LUMENTUM HLDGS INC COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
TMO | THERMO FISHER SCIENTIF... | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
IWC | ISHARES TR MICRO-CAP ETF | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
ABEV | AMBEV SA SPONSORED ADR | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
NLY | ANNALY CAP MGMT INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
TIER | TIER REIT INC COM NEW | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
LOW | LOWES COS INC COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
WU | WESTERN UNION CO COM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
VIAV | VIAVI SOLUTIONS INC CO... | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
STX | SEAGATE TECHNOLOGY PLC... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
SLAB | SILICON LABORATORIES I... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
TEI | TEMPLETON EMERG MKTS I... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
VRTX | VERTEX PHARMACEUTICALS... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
WMGI | WRIGHT MED GROUP N V O... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
SCSC | SCANSOURCE INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
ARW | ARROW ELECTRS INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
JCI | JOHNSON CTLS INTL PLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
WDC | WESTERN DIGITAL CORP DEL | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
AMOV | AMERICA MOVIL SAB DE C... | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
VREX | VAREX IMAGING CORP COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
KBH | KB HOME COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
SAM | BOSTON BEER INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
ZTS | ZOETIS INC COM USD0.01... | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
TIP | ISHARES TR | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
VCSH | VANGUARD SCOTTSDALE FD... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CSX | CSX CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
CIEN | CIENA CORP COM NEW | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
TEL | TE CONNECTIVITY LTD RE... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
SIRI | SIRIUS XM HLDGS INC COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CLF | CLEVELAND CLIFFS INC COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
PK | PARK HOTELS RESORTS IN... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
TRV | TRAVELERS COMPANIES IN... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
NAVB | NAVIDEA BIOPHARMACEUTI... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
EPC | EDGEWELL PERS CARE CO COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
UNIT | UNITI GROUP INC COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
SWKS | SKYWORKS SOLUTIONS INC... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
PNR | PENTAIR PLC SHS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
HQL | TEKLA LIFE SCIENCES IN... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
NCR | NCR CORP NEW | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
SNH | SENIOR HSG PPTYS TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
KHC | KRAFT HEINZ CO COM | 5 | 5 | 0.39% | 0.70% | 1.01% | Q4 2017 | Q4 2018 | 5 |
BKNG | BOOKING HLDGS INC COM | 5 | 5 | 0.17% | 0.20% | 0.29% | Q1 2018 | Q1 2019 | 5 |
TRP | TRANSCANADA CORP | 4 | 1 | 0.08% | 0.09% | 0.11% | Q4 2017 | Q1 2019 | 5 |
FOX | TWENTY-FIRST CENTY FOX... | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q4 2018 | 5 |
BIP | BROOKFIELD INFRAST PAR... | 4 | 1 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q1 2019 | 5 |
CNI | CANADIAN NATL RY CO | 4 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2019 | 5 |
BK | BANK NEW YORK MELLON CORP | 5 | 5 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q1 2019 | 5 |
EIX | EDISON INTL | 4 | 1 | 0.01% | 0.04% | 0.17% | Q4 2017 | Q4 2022 | 5 |
SH | PROSHARES TR SHORT S&P... | 5 | 5 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q1 2019 | 5 |
CARA | CARA THERAPEUTICS INC COM | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
PPG | PPG INDUSTRIES | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
BRKL | BROOKLINE BANCORP INC ... | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 5 |
ADBE | ADOBE SYS INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
NOV | NATIONAL OILWELL VARCO... | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
PNC | PNC FINL SVCS GROUP INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
PCRX | PACIRA PHARMACEUTICALS... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
MPC | MARATHON PETROLEUM COR... | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
ORLY | OREILLY AUTOMOTIVE INC... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
XYL | XYLEM INC COM USD0.01 | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
HXL | HEXCEL CORP NEW | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
A | AGILENT TECHNOLOGIES INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
MMU | WESTERN ASST MNGD MUN ... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
IWP | ISHARES TR | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
TAP | MOLSON COORS BREWING C... | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
DTE | DTE ENERGY HOLDING CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
IDA | IDACORP INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
LMT | LOCKHEED MARTIN CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
XEL | XCEL ENERGY INC COM US... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
DHI | D R HORTON INC COM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
LEN | LENNAR CORP CL A | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
VOD | VODAFONE GROUP SPON AD... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
VGK | VANGUARD INTL EQUITY I... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
VDE | VANGUARD WORLD FDS | 4 | 4 | 2.29% | 2.54% | 2.75% | Q1 2022 | Q4 2022 | 4 |
LDUR | PIMCO ETF TR | 4 | 4 | 0.94% | 2.26% | 3.73% | Q1 2022 | Q4 2022 | 4 |
ARKK | ARK ETF TR | 4 | 4 | 1.24% | 1.72% | 2.02% | Q4 2020 | Q3 2021 | 4 |
SEP | SPECTRA ENERGY PARTNER... | 4 | 4 | 1.08% | 1.39% | 1.83% | Q4 2017 | Q3 2018 | 4 |
ARKQ | ARK ETF TR | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2020 | Q3 2021 | 4 |
ISEE | IVERIC BIO INC | 4 | 4 | 0.13% | 0.20% | 0.24% | Q1 2022 | Q4 2022 | 4 |
SLV | ISHARES SILVER TR | 4 | 4 | 0.15% | 0.18% | 0.22% | Q3 2020 | Q2 2021 | 4 |
PX | PRAXAIR INC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2017 | Q3 2018 | 4 |
IGI | WESTERN ASSET INVT GRA... | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2017 | Q3 2018 | 4 |
CI | CIGNA CORPORATION COM | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2017 | Q3 2018 | 4 |
ESRX | EXPRESS SCRIPTS HLDG C... | 4 | 4 | 0.08% | 0.09% | 0.12% | Q4 2017 | Q3 2018 | 4 |
VCIT | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q1 2019 | 4 |
BCSPRDCL | BARCLAYS BK PLC PFD (C... | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 4 |
COP | CONOCOPHILLIPS | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q1 2019 | 4 |
BX | BLACKSTONE GROUP L P | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q1 2019 | 4 |
DUK | DUKE ENERGY CORP NEW | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2019 | 4 |
VOO | VANGUARD INDEX FDS | 4 | 4 | 0.04% | 0.05% | 0.08% | Q2 2018 | Q1 2019 | 4 |
IGSB | ISHARES TR 1 3 YR CR B... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
SYF | SYNCHRONY FINL | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
ETX | EATON VANCE MUN INCOME... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
ABB | ABB LTD SPONSORED ADR | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
WTR | AQUA AMERICA INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
APH | AMPHENOL CORP NEW | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
COF | CAPITAL ONE FINL CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
PHO | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
ACXM | ACXIOM HOLDINGS INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
BSX | BOSTON SCIENTIFIC CORP | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
MU | MICRON TECHNOLOGY INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
FISV | FISERV INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
BMS | BEMIS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
ABC | AMERISOURCEBERGEN CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
AET | AETNA INC NEW COM | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
BR | BROADRIDGE FINL SOLUTI... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
BLK | BLACKROCK INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
IXJ | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
WBK | WESTPAC BKG CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
FMS | FRESENIUS MEDICAL CARE... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
LUV | SOUTHWEST AIRLS CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
INTEQ | INTELSAT S A | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
RDFN | REDFIN CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
DVMT | DELL TECHNOLOGIES INC ... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
EPP | ISHARES INC MSCI PAC J... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
AA | ALCOA CORP COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
WPP | WPP PLC NEW | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
GPS | GAP INC DEL COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
BACWSB | BANK AMER CORP WTS EXP... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
MYI | BLACKROCK MUNIYIELD QL... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
PCG | PG&E CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
AEF | ABERDEEN EMRG MRKTS EQ... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
GM | GENERAL MTRS CO COM | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
AIG | AMERICAN INTL GROUP IN... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
CYTR | CYTRX CORP COM PAR | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
AMX | AMERICA MOVIL SAB DE CV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
CCK | CROWN HOLDINGS INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
AZN | ASTRAZENECA PLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
IGIB | ISHARES TR INTRMD CR B... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
SHPG | SHIRE PLC SPONSORED ADR | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
CC | CHEMOURS CO COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
MMC | MARSH &MCLENNAN COS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
AXGT | AXOVANT SCIENCES LTD C... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
JEF | JEFFERIES FINL GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
CHTR | CHARTER COMMUNICATIONS... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
ASIX | ADVANSIX INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
EQC | EQUITY COMWLTH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
EWW | ISHARES MSCI MEXICO ETF | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
CPB | CAMPBELL SOUP CO COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
CCL | CARNIVAL CORP PAIRED CTF | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
DLR | DIGITAL RLTY TR INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
HR | HEALTHCARE RLTY TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
PCAR | PACCAR INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
LUMN | CENTURYLINK INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
DOV | DOVER CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
DUC | DUFF &PHELPS UTIL CORP... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
AWF | ALLIANCEBERNSTEIN GBL ... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
BHF | BRIGHTHOUSE FINL INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
NVT | NVENT ELECTRIC PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
SNAP | SNAP INC CL A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 4 |
MDRIQ | MCDERMOTT INTL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
NNN | NATIONAL RETAIL PROPER... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
S | SPRINT CORPORATION COM... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
FLOW | SPX FLOW INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
ATVI | ACTIVISION BLIZZARD IN... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
RMR | RMR GROUP INC CL A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
SPXC | SPX CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
LTBR | LIGHTBRIDGE CORP COM NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
VTEB | VANGUARD MUN BD FDS | 3 | 3 | 0.77% | 1.43% | 2.62% | Q2 2022 | Q4 2022 | 3 |
ARKG | ARK ETF TR | 3 | 3 | 0.66% | 0.84% | 0.97% | Q1 2021 | Q3 2021 | 3 |
ARKF | ARK ETF TR | 3 | 3 | 0.65% | 0.71% | 0.74% | Q1 2021 | Q3 2021 | 3 |
VALE | VALE S A | 3 | 3 | 0.16% | 0.19% | 0.20% | Q2 2022 | Q4 2022 | 3 |
DPS | DR PEPPER SNAPPLE GROU... | 3 | 3 | 0.13% | 0.15% | 0.17% | Q4 2017 | Q2 2018 | 3 |
SCHZ | SCHWAB STRATEGIC TR | 3 | 3 | 0.14% | 0.15% | 0.15% | Q2 2021 | Q4 2021 | 3 |
AVGO | BROADCOM INC | 2 | 1 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q4 2022 | 3 |
BP | BP PLC | 3 | 3 | 0.01% | 0.09% | 0.20% | Q3 2018 | Q1 2019 | 3 |
IWM | ISHARES TR | 2 | 1 | 0.02% | 0.08% | 0.13% | Q4 2018 | Q3 2021 | 3 |
WGL | WGL HLDGS INC COM | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q2 2018 | 3 |
APU | AMERIGAS PARTNERS L P ... | 3 | 3 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q2 2018 | 3 |
VRX | VALEANT PHARMACEUTICAL... | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
WY | WEYERHAEUSER CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q1 2019 | 3 |
ANET | ARISTA NETWORKS INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
RDSB | ROYAL DUTCH SHELL PLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
ANTM | ANTHEM INC COM | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
KDP | KEURIG DR PEPPER INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
INGR | INGREDION INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
PGR | PROGRESSIVE CORP OHIO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
CGC | CANOPY GROWTH CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
EW | EDWARDS LIFESCIENCES CORP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 3 |
PML | PIMCO MUN INCOME FD II | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
BMY | BRISTOL MYERS SQUIBB CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
CLDR | CLOUDERA INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
STOR | STORE CAP CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
EA | ELECTRONIC ARTS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
ADM | ARCHER DANIELS MIDLAND CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
GLW | CORNING INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
HYH | HALYARD HEALTH INC COM | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
TSM | TAIWAN SEMICONDUCTOR M... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
CAVM | CAVIUM INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
PTLA | PORTOLA PHARMACEUTICAL... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
F | FORD MTR CO DEL COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
MRVL | MARVELL TECHNOLOGY GRO... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
EWJ | ISHARES INC MSCI JPN E... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
RUN | SUNRUN INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
CRCQQ | CALIFORNIA RES CORP CO... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
ISRG | INTUITIVE SURGICAL INC... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
PYPL | PAYPAL HLDGS INC COM | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
TGB | TASEKO MINES LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
AIGWS | AMERICAN INTL GROUP IN... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
SLS | SELLAS LIFE SCIENCES G... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 3 |
BSCM | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 1.54% | 1.99% | 2.43% | Q4 2017 | Q1 2018 | 2 |
IEI | ISHARES TR | 2 | 2 | 1.11% | 1.41% | 1.71% | Q3 2022 | Q4 2022 | 2 |
MON | MONSANTO CO NEW | 2 | 2 | 0.60% | 0.67% | 0.74% | Q4 2017 | Q1 2018 | 2 |
WR | WESTAR ENERGY INC COM | 2 | 2 | 0.52% | 0.54% | 0.55% | Q4 2017 | Q1 2018 | 2 |
CI | CIGNA CORP NEW | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q1 2019 | 2 |
IWD | ISHARES TR | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q1 2019 | 2 |
SPY | SPDR S&P 500 ETF TR | 2 | 2 | 0.05% | 0.11% | 0.18% | Q4 2018 | Q1 2019 | 2 |
HYG | ISHARES TR | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
GDX | VANECK VECTORS ETF TR | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
MOS | MOSAIC CO NEW | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
BHC | BAUSCH HEALTH COS INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
EVR | EVERCORE INC CLASS A | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
TWX | TIME WARNER INC COM US... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
NIE | ALLIANZGI EQUITY &CONV... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
PEO | ADAM NAT RES FD INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
BIDU | BAIDU INC SPONS ADR RE... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
RAMP | LIVERAMP HLDGS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
EEQ | ENBRIDGE ENERGY MGMT L... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
EXC | EXELON CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
NOW | SERVICENOW INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
EBAY | EBAY INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
ALL | ALLSTATE CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
PHO | POWERSHARES ETF TRUST ... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
ETN | EATON CORP PLC COM | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
YEXT | YEXT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
BNS | BANK OF NOVA SCOTIA CO... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
RWT | REDWOOD TRUST INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
INFY | INFOSYS LTD SPON ADR E... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
ANDV | ANDEAVOR COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
AWK | AMERICAN WTR WKS CO IN... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
VTI | VANGUARD INDEX FDS VAN... | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 2 |
NTRA | NATERA INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
VIAB | VIACOM INC NEW | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
JJSF | J & J SNACK FOODS CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
VFL | DELAWARE INVTS NATL MU... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
ACB | AURORA CANNABIS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FEYE | FIREEYE INC COM USD0.0001 | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
REZI | RESIDEO TECHNOLOGIES INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
AMD | ADVANCED MICRO DEVICES... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
NIB | BARCLAYS BANK PLC IPAT... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
QCP | QUALITY CARE PPTYS INC... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
MFL | BLACKROCK MUNIHOLDINGS... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
PKI | PERKINELMER INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
DAL | DELTA AIR LINES INC DEL | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
AMAT | APPLIED MATLS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
DELL | DELL TECHNOLOGIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
AVT | AVNET INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
LUK | LEUCADIA NATL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BZH | BEAZER HOMES USA INC C... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
DVN | DEVON ENERGY CORP NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ADS | ALLIANCE DATA SYSTEMS ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
EXG | EATON VANCE TAX MNGD G... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
VRSK | VERISK ANALYTICS INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
TPR | TAPESTRY INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
PDCO | PATTERSON COMPANIES IN... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
URI | UNITED RENTALS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
NBL | NOBLE ENERGY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
VR | VALIDUS HOLDINGS LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
FHN | FIRST HORIZON NATL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
GTX | GARRETT MOTION INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SBRA | SABRA HEALTH CARE REIT... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
EL | LAUDER ESTEE COS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
AMG | AFFILIATED MANAGERS GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
AVGO | BROADCOM LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ALGN | ALIGN TECHNOLOGY INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CVG | CONVERGYS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ANGO | ANGIODYNAMICS INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CBI | CHICAGO BRIDGE & IRON ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
L100PS | ARCONIC INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ADNT | ADIENT PLC COM USD0.001 | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
FVE | FIVE STAR SENIOR LIVIN... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
SONY | SONY CORP SPON ADR EAC... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
SHLDQ | SEARS HLDGS CORP COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CBB | CINCINNATI BELL INC NE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
REGN | REGENERON PHARMACEUTICALS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
DDR | DDR CORP COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
DSM | DREYFUS STRATEGIC MUN ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
PHIO | PHIO PHARMACEUTICALS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
NOK | NOKIA CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
FTRCQ | FRONTIER COMMUNICATION... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
LE | LANDS END INC NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
WIN | WINDSTREAM HLDGS INC C... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
HAL | HALLIBURTON CO HOLDING... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
HMY | HARMONY GOLD MNG LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
SHY | ISHARES TR | 1 | 1 | 11.38% | 11.38% | 11.38% | Q4 2022 | Q4 2022 | 1 |
BSCL | CLAYMORE EXCHANGE TRAD... | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2018 | Q1 2018 | 1 |
BSCN | CLAYMORE EXCHANGE TRAD... | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2018 | Q1 2018 | 1 |
MINT | PIMCO ETF TR | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 | |
CWB | SPDR SER TR | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
RPV | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
PCLN | PRICELINE GRP INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
QQQ | INVESCO QQQ TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
IWF | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
TBIO | TRANSLATE BIO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
BIVV | BIOVERATIV INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
XLP | SELECT SECTOR SPDR TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
BHP | BHP BILLITON LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
PAA | PLAINS ALL AMERN PIPEL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
MTN | VAIL RESORTS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SJW | SJW GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
VLO | VALERO ENERGY CORP NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BND | VANGUARD BD INDEX FD I... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
FOX | FOX CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BNDX | VANGUARD CHARLOTTE TOT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HPQ | HP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
LYB | LYONDELLBASELL INDUSTR... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
GCH | ABERDEEN GTR CHINA FD ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
IYZ | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
PFN | PIMCO INCOME STRATEGY ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MS | MORGAN STANLEY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CYBR | CYBERARK SOFTWARE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SEE | SEALED AIR CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BG | BUNGE LIMITED | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
EWMC | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DFE | WISDOMTREE TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
LVS | LAS VEGAS SANDS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
AVNS | AVANOS MED INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
XLRE | SELECT SECTOR SPDR TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
TECK | TECK RESOURCES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WRK | WESTROCK CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ERJ | EMBRAER S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IFEU | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RDSA | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
XLI | SELECT SECTOR SPDR TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FDN | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MLPA | GLOBAL X FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VSM | VERSUM MATLS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HPT | HOSPITALITY PPTYS TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LOGM | LOGMEIN INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
COG | CABOT OIL &GAS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ITOT | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EHC | ENCOMPASS HEALTH CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IVV | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TIME | TIME INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
IXUS | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DGRO | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RXII | RXI PHARMACEUTICALS CO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RYAM | RAYONIER ADVANCED MATL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SAND | SANDSTORM GOLD LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WINMQ | WINDSTREAM HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WPZ | WILLIAMS PARTNERS L P ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WAB | WABTEC CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HPE | HEWLETT PACKARD ENTERP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
IR | INGERSOLL-RAND PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Download |
The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and JOHNSON &JOHNSON, are the highest-conviction holdings of Aevitas Wealth Management, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Aevitas Wealth Management, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Aevitas Wealth Management, Inc. owns currently or has owned in the past.