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Aris Wealth Services, Inc.

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13F filer, CIK 1347935, STATE COLLEGE, PA

Aris Wealth Services, Inc. reported $89,808,000 across 115 holdings for the quarter ended 2014-12-31, in a 13F-HR filed 2015-01-15. Its ten largest share positions make up 34.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001347935-15-000002

Period
2014-12-31
Reported value
$89.8M
Holdings
115
Top 10 weight
34.82%
New
14
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IEMGadded+50,924$2.4M
XAWFXnew+140,897$1.75M
PNNTnew+104,156$993K
APOLLO INVT CORPnew+131,855$978K
WALGREENS BOOTS ALLIANCE INCnew+6,995$533K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VRSKexited-25,210-$1.53M
CHAMBERS STR PPTYSreduced-67,889-$547K
ALLERGAN INCreduced-2,100-$447K
DR PEPPER SNAPPLE GROUP INCreduced-5,076-$364K
AMERICA MOVIL-SPN ADR CL Lexited-11,000-$277K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2014

Share positions as resolved from 13F-HR 0001347935-15-000002, largest first. % of portfolio is the value over $89,808,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ETJEATON VANCE RISK-MANAGED DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 388,742 shares; 2014Q1: 396,490 shares; 2014Q2: 418,828 shares; 2014Q3: 435,565 shares; 2014Q4: 458,991 shares 458,991$4.89M5.45%+23,426Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 100,567 shares; 2014Q1: 102,758 shares; 2014Q2: 105,690 shares; 2014Q3: 108,617 shares; 2014Q4: 115,383 shares 115,383$4.41M4.9%+6,766Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 50,648 shares; 2014Q1: 46,288 shares; 2014Q2: 43,305 shares; 2014Q3: 42,515 shares; 2014Q4: 43,900 shares 43,900$4.06M4.52%+1,385Timeline
NUVEEN ENERGY MLP TOTL RTRNFNUVEEN ENERGY MLP TOTL RTRNFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 157,718 shares; 2014Q1: 167,454 shares; 2014Q2: 175,344 shares; 2014Q3: 178,449 shares; 2014Q4: 193,063 shares 193,063$3.92M4.37%+14,614
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 63,372 shares; 2014Q2: 74,771 shares; 2014Q3: 82,513 shares; 2014Q4: 86,989 shares 86,989$3.64M4.05%+4,476Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 4,460 shares; 2014Q3: 6,718 shares; 2014Q4: 57,642 shares 57,642$2.71M3.02%+50,924Timeline
TEMPLETON GLOBAL INCOME FDTEMPLETON GLOBAL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 214,052 shares; 2014Q2: 257,301 shares; 2014Q3: 272,984 shares; 2014Q4: 300,781 shares 300,781$2.16M2.41%+27,797
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 16,854 shares; 2014Q2: 16,284 shares; 2014Q3: 18,862 shares; 2014Q4: 17,852 shares 17,852$1.97M2.19%-1,010Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 36,058 shares; 2014Q2: 41,264 shares; 2014Q3: 48,268 shares; 2014Q4: 52,184 shares 52,184$1.76M1.96%+3,916Timeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 140,897 shares 140,897$1.75M1.95%newTimeline
CHAMBERS STR PPTYSCHAMBERS STR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 373,996 shares; 2014Q1: 373,996 shares; 2014Q2: 261,154 shares; 2014Q3: 246,719 shares; 2014Q4: 178,830 shares 178,830$1.44M1.6%-67,889
WELLTOWER INCWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 15,725 shares; 2014Q1: 16,620 shares; 2014Q2: 17,624 shares; 2014Q3: 18,957 shares; 2014Q4: 18,892 shares 18,892$1.43M1.59%-65
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 22,810 shares; 2014Q1: 24,353 shares; 2014Q2: 25,933 shares; 2014Q3: 27,014 shares; 2014Q4: 28,554 shares 28,554$1.36M1.52%+1,540Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 1,598 shares; 2014Q1: 1,527 shares; 2014Q2: 11,506 shares; 2014Q3: 11,751 shares; 2014Q4: 11,821 shares 11,821$1.3M1.45%+70Timeline
HCP INCHCP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 23,199 shares; 2014Q1: 24,514 shares; 2014Q2: 26,552 shares; 2014Q3: 28,543 shares; 2014Q4: 29,107 shares 29,107$1.28M1.43%+564
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 23,726 shares; 2014Q1: 24,738 shares; 2014Q2: 26,744 shares; 2014Q3: 27,901 shares; 2014Q4: 29,798 shares 29,798$1.08M1.2%+1,897Timeline
PNNTPENNANTPARK INVTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 104,156 shares 104,156$993K1.11%newTimeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 10,174 shares; 2014Q1: 10,068 shares; 2014Q2: 10,167 shares; 2014Q3: 10,482 shares; 2014Q4: 10,477 shares 10,477$988K1.1%-5Timeline
APOLLO INVT CORPAPOLLO INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 131,855 shares 131,855$978K1.09%new
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 14,628 shares; 2014Q1: 13,390 shares; 2014Q2: 13,698 shares; 2014Q3: 14,205 shares; 2014Q4: 13,994 shares 13,994$963K1.07%-211Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 11,395 shares; 2014Q1: 12,017 shares; 2014Q2: 13,300 shares; 2014Q3: 13,805 shares; 2014Q4: 13,510 shares 13,510$959K1.07%-295Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 15,730 shares; 2014Q1: 14,812 shares; 2014Q2: 15,268 shares; 2014Q3: 16,573 shares; 2014Q4: 20,375 shares 20,375$953K1.06%+3,802Timeline
ACTAVIS PLCACTAVIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 4,324 shares; 2014Q1: 3,818 shares; 2014Q2: 3,667 shares; 2014Q3: 3,726 shares; 2014Q4: 3,577 shares 3,577$921K1.03%-149
CELGENE CORPCELGENE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 3,757 shares; 2014Q1: 3,386 shares; 2014Q2: 7,462 shares; 2014Q3: 7,957 shares; 2014Q4: 8,146 shares 8,146$911K1.01%+189
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 3,572 shares; 2014Q1: 3,814 shares; 2014Q2: 7,633 shares; 2014Q3: 7,570 shares; 2014Q4: 7,597 shares 7,597$905K1.01%+27Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 10,547 shares; 2014Q1: 9,279 shares; 2014Q2: 8,717 shares; 2014Q3: 8,987 shares; 2014Q4: 8,862 shares 8,862$870K0.97%-125Timeline
GENERAL ELEC COGENERAL ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 32,138 shares; 2014Q1: 28,126 shares; 2014Q2: 28,898 shares; 2014Q3: 29,558 shares; 2014Q4: 34,343 shares 34,343$868K0.97%+4,785
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 23,861 shares; 2014Q2: 22,783 shares; 2014Q3: 20,851 shares; 2014Q4: 20,319 shares 20,319$860K0.96%-532Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 9,995 shares; 2014Q1: 8,574 shares; 2014Q2: 8,775 shares; 2014Q3: 9,048 shares; 2014Q4: 8,826 shares 8,826$850K0.95%-222Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 6,445 shares; 2014Q1: 7,334 shares; 2014Q2: 8,323 shares; 2014Q3: 8,716 shares; 2014Q4: 9,830 shares 9,830$844K0.94%+1,114Timeline
HEWLETT PACKARD COHEWLETT PACKARD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 12,549 shares; 2014Q1: 19,191 shares; 2014Q2: 19,915 shares; 2014Q3: 20,759 shares; 2014Q4: 20,914 shares 20,914$839K0.93%+155
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 3,809 shares; 2014Q1: 3,504 shares; 2014Q2: 3,562 shares; 2014Q3: 3,692 shares; 2014Q4: 3,916 shares 3,916$813K0.91%+224Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 10,244 shares; 2014Q1: 10,184 shares; 2014Q2: 10,626 shares; 2014Q3: 11,236 shares; 2014Q4: 11,545 shares 11,545$811K0.9%+309Timeline
HARMAN INTL INDS INCHARMAN INTL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 7,285 shares; 2014Q1: 6,956 shares; 2014Q2: 6,926 shares; 2014Q3: 7,111 shares; 2014Q4: 7,451 shares 7,451$795K0.89%+340
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 6,383 shares; 2014Q1: 5,499 shares; 2014Q2: 5,529 shares; 2014Q3: 5,773 shares; 2014Q4: 5,867 shares 5,867$776K0.86%+94Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 17,252 shares; 2014Q1: 10,140 shares; 2014Q2: 10,640 shares; 2014Q3: 11,455 shares; 2014Q4: 12,095 shares 12,095$757K0.84%+640Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 3,943 shares; 2014Q1: 4,550 shares; 2014Q2: 5,374 shares; 2014Q3: 7,130 shares; 2014Q4: 8,267 shares 8,267$752K0.84%+1,137Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 29,384 shares; 2014Q1: 29,975 shares; 2014Q2: 30,436 shares; 2014Q3: 34,617 shares; 2014Q4: 36,423 shares 36,423$730K0.81%+1,806Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 6,374 shares; 2014Q1: 7,183 shares; 2014Q2: 7,104 shares; 2014Q3: 7,919 shares; 2014Q4: 8,474 shares 8,474$726K0.81%+555Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 4,789 shares; 2014Q1: 4,660 shares; 2014Q2: 4,882 shares; 2014Q3: 5,052 shares; 2014Q4: 5,732 shares 5,732$718K0.8%+680Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 7,369 shares; 2014Q1: 7,746 shares; 2014Q2: 8,224 shares; 2014Q3: 9,162 shares; 2014Q4: 9,404 shares 9,404$714K0.8%+242Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 3,867 shares; 2014Q1: 3,767 shares; 2014Q2: 3,767 shares; 2014Q3: 3,767 shares; 2014Q4: 3,767 shares 3,767$710K0.79%0Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 7,094 shares; 2014Q1: 9,433 shares; 2014Q2: 10,403 shares; 2014Q3: 11,368 shares; 2014Q4: 12,588 shares 12,588$706K0.79%+1,220Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 7,471 shares; 2014Q1: 8,876 shares; 2014Q2: 10,771 shares; 2014Q3: 14,823 shares; 2014Q4: 17,317 shares 17,317$701K0.78%+2,494Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 24,414 shares; 2014Q1: 21,918 shares; 2014Q2: 23,219 shares; 2014Q3: 24,628 shares; 2014Q4: 25,040 shares 25,040$696K0.77%+412Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 7,293 shares; 2014Q2: 2,292 shares; 2014Q3: 2,997 shares; 2014Q4: 3,348 shares 3,348$693K0.77%+351Timeline
E M C CORP MASSE M C CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 20,856 shares; 2014Q1: 18,162 shares; 2014Q2: 19,643 shares; 2014Q3: 21,137 shares; 2014Q4: 23,040 shares 23,040$685K0.76%+1,903
KSSKOHLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 8,317 shares; 2014Q1: 8,750 shares; 2014Q2: 9,408 shares; 2014Q3: 10,150 shares; 2014Q4: 10,998 shares 10,998$671K0.75%+848Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 7,668 shares; 2014Q1: 8,312 shares; 2014Q2: 8,497 shares; 2014Q3: 8,965 shares; 2014Q4: 9,644 shares 9,644$666K0.74%+679Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 11,651 shares; 2014Q1: 10,086 shares; 2014Q2: 10,741 shares; 2014Q3: 11,695 shares; 2014Q4: 12,235 shares 12,235$662K0.74%+540Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 6,109 shares; 2014Q1: 5,297 shares; 2014Q2: 5,619 shares; 2014Q3: 6,128 shares; 2014Q4: 6,050 shares 6,050$640K0.71%-78Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 3,709 shares; 2014Q1: 3,744 shares; 2014Q2: 3,915 shares; 2014Q3: 4,028 shares; 2014Q4: 3,977 shares 3,977$622K0.69%-51Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 8,540 shares; 2014Q1: 13,636 shares; 2014Q2: 14,275 shares; 2014Q3: 14,990 shares; 2014Q4: 15,280 shares 15,280$613K0.68%+290Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 7,787 shares; 2014Q1: 8,364 shares; 2014Q2: 8,851 shares; 2014Q3: 9,795 shares; 2014Q4: 10,230 shares 10,230$600K0.67%+435Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 31,161 shares; 2014Q1: 29,465 shares; 2014Q2: 31,151 shares; 2014Q3: 32,752 shares; 2014Q4: 33,487 shares 33,487$599K0.67%+735Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 12,066 shares; 2014Q2: 7,965 shares; 2014Q3: 9,904 shares; 2014Q4: 10,828 shares 10,828$599K0.67%+924Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 10,965 shares; 2014Q1: 11,716 shares; 2014Q2: 12,250 shares; 2014Q3: 13,662 shares; 2014Q4: 14,348 shares 14,348$594K0.66%+686Timeline
STERICYCLE INCSTERICYCLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 4,026 shares; 2014Q1: 4,056 shares; 2014Q2: 4,291 shares; 2014Q3: 4,471 shares; 2014Q4: 4,471 shares 4,471$586K0.65%0
SCRIPPS NETWORKS INTERACT INSCRIPPS NETWORKS INTERACT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 5,896 shares; 2014Q1: 6,437 shares; 2014Q2: 6,702 shares; 2014Q3: 7,037 shares; 2014Q4: 7,637 shares 7,637$575K0.64%+600
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 17,066 shares; 2014Q1: 14,095 shares; 2014Q2: 15,263 shares; 2014Q3: 16,088 shares; 2014Q4: 16,393 shares 16,393$572K0.64%+305Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 5,682 shares; 2014Q1: 5,902 shares; 2014Q2: 6,216 shares; 2014Q3: 6,571 shares; 2014Q4: 6,676 shares 6,676$551K0.61%+105Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 1,605 shares; 2014Q1: 1,620 shares; 2014Q2: 1,687 shares; 2014Q3: 1,810 shares; 2014Q4: 2,018 shares 2,018$550K0.61%+208Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 3,878 shares; 2014Q1: 3,807 shares; 2014Q2: 3,915 shares; 2014Q3: 4,004 shares; 2014Q4: 3,980 shares 3,980$548K0.61%-24Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 8,388 shares; 2014Q3: 9,954 shares; 2014Q4: 10,798 shares 10,798$546K0.61%+844Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 6,995 shares 6,995$533K0.59%new
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 1,519 shares; 2014Q2: 2,412 shares; 2014Q3: 2,512 shares; 2014Q4: 2,554 shares 2,554$525K0.58%+42Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 7,468 shares; 2014Q1: 4,621 shares; 2014Q2: 4,869 shares; 2014Q3: 4,823 shares; 2014Q4: 8,710 shares 8,710$495K0.55%+3,887Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 4,745 shares; 2014Q1: 4,820 shares; 2014Q2: 5,011 shares; 2014Q3: 5,261 shares; 2014Q4: 5,706 shares 5,706$493K0.55%+445Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 12,934 shares; 2014Q3: 12,269 shares; 2014Q4: 13,429 shares 13,429$488K0.54%+1,160Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 15,463 shares; 2014Q1: 13,351 shares; 2014Q2: 14,441 shares; 2014Q3: 14,851 shares; 2014Q4: 14,501 shares 14,501$487K0.54%-350Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 8,658 shares 8,658$479K0.53%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 4,494 shares; 2014Q1: 4,283 shares; 2014Q2: 4,257 shares; 2014Q3: 4,209 shares; 2014Q4: 5,070 shares 5,070$462K0.51%+861Timeline
NATIONAL OILWELL VARCO INCNATIONAL OILWELL VARCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 6,249 shares; 2014Q1: 6,179 shares; 2014Q2: 6,512 shares; 2014Q3: 6,826 shares; 2014Q4: 7,056 shares 7,056$462K0.51%+230
GoogleGoogleQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 824 shares; 2014Q1: 656 shares; 2014Q2: 739 shares; 2014Q3: 833 shares; 2014Q4: 866 shares 866$460K0.51%+33
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 3,711 shares; 2014Q1: 4,122 shares; 2014Q2: 4,181 shares; 2014Q3: 4,277 shares; 2014Q4: 4,080 shares 4,080$427K0.48%-197Timeline
DR PEPPER SNAPPLE GROUP INCDR PEPPER SNAPPLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 9,074 shares; 2014Q1: 9,225 shares; 2014Q2: 10,642 shares; 2014Q3: 10,912 shares; 2014Q4: 5,836 shares 5,836$418K0.47%-5,076
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 1,223 shares 1,223$415K0.46%newTimeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 4,443 shares; 2014Q1: 3,990 shares; 2014Q2: 4,218 shares; 2014Q3: 4,368 shares; 2014Q4: 4,501 shares 4,501$398K0.44%+133Timeline
NABORS INDUSTRIES LTDNABORS INDUSTRIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 23,695 shares; 2014Q1: 26,327 shares; 2014Q2: 26,473 shares; 2014Q3: 27,528 shares; 2014Q4: 30,339 shares 30,339$394K0.44%+2,811
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 9,748 shares; 2014Q1: 10,224 shares; 2014Q2: 11,279 shares; 2014Q3: 12,296 shares; 2014Q4: 16,579 shares 16,579$387K0.43%+4,283Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 8,924 shares; 2014Q2: 8,715 shares; 2014Q3: 8,452 shares; 2014Q4: 6,927 shares 6,927$382K0.43%-1,525Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 7,347 shares; 2014Q1: 7,438 shares; 2014Q2: 7,756 shares; 2014Q3: 8,356 shares; 2014Q4: 7,078 shares 7,078$358K0.4%-1,278Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 6,307 shares; 2014Q1: 4,002 shares; 2014Q2: 3,478 shares; 2014Q3: 3,287 shares; 2014Q4: 5,124 shares 5,124$355K0.4%+1,837Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 3,228 shares; 2014Q1: 2,355 shares; 2014Q2: 3,767 shares; 2014Q3: 3,741 shares; 2014Q4: 3,159 shares 3,159$354K0.39%-582Timeline
ALLERGAN INCALLERGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 3,644 shares; 2014Q3: 3,764 shares; 2014Q4: 1,664 shares 1,664$354K0.39%-2,100
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 4,525 shares; 2014Q1: 5,110 shares; 2014Q2: 5,421 shares; 2014Q3: 5,720 shares; 2014Q4: 4,371 shares 4,371$352K0.39%-1,349Timeline
GOOGLE INCGOOGLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 710 shares; 2014Q3: 703 shares; 2014Q4: 644 shares 644$339K0.38%-59
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 13,828 shares 13,828$316K0.35%newTimeline
PowerShares QQQ Trust Unit …PowerShares QQQ Trust Unit SerQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 2,294 shares; 2014Q2: 2,232 shares; 2014Q3: 2,232 shares; 2014Q4: 2,999 shares 2,999$310K0.35%+767
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 6,417 shares; 2014Q1: 6,357 shares; 2014Q2: 6,783 shares; 2014Q3: 7,137 shares; 2014Q4: 6,650 shares 6,650$309K0.34%-487Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 3,225 shares 3,225$304K0.34%newTimeline
FS KKR CAPITAL CORPFS KKR CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 27,333 shares; 2014Q3: 27,400 shares; 2014Q4: 27,400 shares 27,400$272K0.3%0
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 1,652 shares; 2014Q1: 1,669 shares; 2014Q2: 1,728 shares; 2014Q3: 1,771 shares; 2014Q4: 1,638 shares 1,638$263K0.29%-133Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 11,589 shares; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 5,694 shares 5,694$256K0.29%newTimeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 6,841 shares 6,841$249K0.28%newTimeline
ISHARESISHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 24,204 shares; 2014Q3: 22,055 shares; 2014Q4: 21,932 shares 21,932$247K0.28%-123
ISHARESISHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 12,198 shares; 2014Q4: 13,390 shares 13,390$241K0.27%+1,192
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 2,550 shares; 2014Q2: 2,551 shares; 2014Q3: 2,551 shares; 2014Q4: 2,551 shares 2,551$240K0.27%0Timeline
FNBF N B CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 18,027 shares; 2014Q4: 18,027 shares 18,027$240K0.27%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 1,164 shares 1,164$226K0.25%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 5,243 shares 5,243$221K0.25%newTimeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 4,384 shares; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 1,924 shares 1,924$219K0.24%newTimeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 3,478 shares 3,478$215K0.24%newTimeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 8,909 shares; 2014Q3: 7,609 shares; 2014Q4: 4,971 shares 4,971$206K0.23%-2,638Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 5,636 shares; 2014Q3: 4,759 shares; 2014Q4: 2,949 shares 2,949$202K0.22%-1,810Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 11,980 shares; 2014Q1: 11,980 shares; 2014Q2: 11,980 shares; 2014Q3: 11,980 shares; 2014Q4: 11,980 shares 11,980$148K0.16%0Timeline
AMER RLTY CAP HEALTHCAR TR …AMER RLTY CAP HEALTHCAR TR INC COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 12,000 shares; 2014Q4: 12,000 shares 12,000$143K0.16%0
Carey Watermark Invsinc Pri…Carey Watermark Invsinc PriceQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 11,547 shares; 2014Q1: 11,547 shares; 2014Q2: 11,547 shares; 2014Q3: 11,547 shares; 2014Q4: 11,547 shares 11,547$115K0.13%0
Corporate Ppty Assoc17 Glba…Corporate Ppty Assoc17 Glbal IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 10,000 shares; 2014Q1: 10,702 shares; 2014Q2: 10,702 shares; 2014Q3: 10,000 shares; 2014Q4: 10,000 shares 10,000$95K0.11%0
AGENUS INCAGENUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 21,694 shares; 2014Q4: 21,694 shares 21,694$86K0.1%0
Gulf Keystone Pete OrdGulf Keystone Pete OrdQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: not reported; 2014Q1: 20,000 shares; 2014Q2: 20,000 shares; 2014Q3: 20,000 shares; 2014Q4: 20,000 shares 20,000$21K0.02%0
MARRIOTT INTL FRAC CUSIP FR…MARRIOTT INTL FRAC CUSIP FROMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 18,327 shares; 2014Q1: 18,327 shares; 2014Q2: 18,327 shares; 2014Q3: 18,327 shares; 2014Q4: 18,327 shares 18,327$00%0Value filed as zero, left out of ratios.
Antex Biologics Inc Com NewAntex Biologics Inc Com NewQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 25,000 shares; 2014Q1: 25,000 shares; 2014Q2: 25,000 shares; 2014Q3: 25,000 shares; 2014Q4: 25,000 shares 25,000$00%0Value filed as zero, left out of ratios.
BPI Energy Holdings ComBPI Energy Holdings ComQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 31,400 shares; 2014Q1: 31,400 shares; 2014Q2: 31,400 shares; 2014Q3: 31,400 shares; 2014Q4: 31,400 shares 31,400$00%0Value filed as zero, left out of ratios.
LYFE Communications Inc ComLYFE Communications Inc ComQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: 24,000 shares; 2014Q1: 24,000 shares; 2014Q2: 24,000 shares; 2014Q3: 24,000 shares; 2014Q4: 24,000 shares 24,000$00%0Value filed as zero, left out of ratios.

Sold out in Q4 2014

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VRSKVERISK ANALYTICS INC25,210$1.53Mshares
AMERICA MOVIL-SPN ADR CL LAMERICA MOVIL-SPN ADR CL L11,000$277Kshares
IJHISHARES TR1,875$256Kshares
HYGISHARES TR2,449$225Kshares
DUKDUKE ENERGY CORP NEW2,774$207Kshares
KEY ENERGY SVCS INCKEY ENERGY SVCS INC23,700$115Kshares

How Q4 2014 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001347935-15-000002 base2015-01-15acceptance time not in the bulk data set