IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 172,813 shares; 2017Q2: 186,495 shares; 2017Q3: 200,572 shares; 2017Q4: 210,562 shares; 2018Q1: 192,464 shares 192,464 $51.1M 6.41% -18,098 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 220,116 shares; 2017Q2: 220,556 shares; 2017Q3: 234,184 shares; 2017Q4: 235,527 shares; 2018Q1: 423,646 shares 423,646 $29.5M 3.7% +188,119 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 147,705 shares; 2017Q2: 160,660 shares; 2017Q3: 181,082 shares; 2017Q4: 214,076 shares; 2018Q1: 236,990 shares 236,990 $19.4M 2.43% +22,914 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 92,357 shares; 2017Q2: 94,995 shares; 2017Q3: 94,377 shares; 2017Q4: 97,983 shares; 2018Q1: 98,014 shares 98,014 $18.4M 2.31% +31 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 145,846 shares; 2017Q2: 152,087 shares; 2017Q3: 157,364 shares; 2017Q4: 166,342 shares; 2018Q1: 179,666 shares 179,666 $13.8M 1.74% +13,324 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 248,447 shares; 2017Q2: 261,198 shares; 2017Q3: 286,274 shares; 2017Q4: 282,546 shares; 2018Q1: 286,242 shares 286,242 $13.8M 1.73% +3,696 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 57,862 shares; 2017Q2: 60,547 shares; 2017Q3: 62,009 shares; 2017Q4: 61,547 shares; 2018Q1: 83,499 shares 83,499 $12.7M 1.59% +21,952 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 57,902 shares; 2017Q2: 61,154 shares; 2017Q3: 63,012 shares; 2017Q4: 59,446 shares; 2018Q1: 57,654 shares 57,654 $8.94M 1.12% -1,792 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 28,650 shares; 2017Q2: 29,271 shares; 2017Q3: 30,842 shares; 2017Q4: 31,647 shares; 2018Q1: 33,111 shares 33,111 $8.75M 1.1% +1,464 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 141,235 shares; 2017Q2: 149,027 shares; 2017Q3: 164,255 shares; 2017Q4: 170,847 shares; 2018Q1: 166,742 shares 166,742 $8.66M 1.09% -4,105 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 42,846 shares; 2017Q2: 52,069 shares; 2017Q3: 56,673 shares; 2017Q4: 75,116 shares; 2018Q1: 79,843 shares 79,843 $8.56M 1.07% +4,727 Timeline PIMCO DYNAMIC CR INCOME FD PIMCO DYNAMIC CR INCOME FD More: the full row for PIMCO DYNAMIC CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 337,654 shares; 2017Q2: 357,243 shares; 2017Q3: 332,708 shares; 2017Q4: 324,751 shares; 2018Q1: 358,759 shares 358,759 $8.27M 1.04% +34,008 VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 87,105 shares; 2017Q2: 99,927 shares; 2017Q3: 132,002 shares; 2017Q4: 146,530 shares; 2018Q1: 171,704 shares 171,704 $8.07M 1.01% +25,174 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 308,767 shares; 2017Q2: 325,495 shares; 2017Q3: 302,995 shares; 2017Q4: 295,066 shares; 2018Q1: 343,235 shares 343,235 $7.98M 1% +48,169 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 33,487 shares; 2017Q2: 34,706 shares; 2017Q3: 36,775 shares; 2017Q4: 37,285 shares; 2018Q1: 38,473 shares 38,473 $7.94M 1% +1,188 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 91,299 shares; 2017Q2: 92,093 shares; 2017Q3: 102,804 shares; 2017Q4: 115,257 shares; 2018Q1: 139,345 shares 139,345 $7.1M 0.89% +24,088 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 32,956 shares; 2017Q2: 38,202 shares; 2017Q3: 45,341 shares; 2017Q4: 48,292 shares; 2018Q1: 45,736 shares 45,736 $7.05M 0.88% -2,556 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 102,372 shares; 2017Q2: 103,915 shares; 2017Q3: 101,040 shares; 2017Q4: 102,778 shares; 2018Q1: 100,518 shares 100,518 $6.69M 0.84% -2,260 Timeline RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 24,492 shares; 2017Q2: 26,223 shares; 2017Q3: 27,585 shares; 2017Q4: 28,901 shares; 2018Q1: 29,265 shares 29,265 $6.32M 0.79% +364 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 42,510 shares; 2017Q2: 60,246 shares; 2017Q3: 67,819 shares; 2017Q4: 96,414 shares; 2018Q1: 105,764 shares 105,764 $6.18M 0.77% +9,350 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 30,969 shares; 2017Q2: 32,308 shares; 2017Q3: 39,789 shares; 2017Q4: 39,954 shares; 2018Q1: 53,885 shares 53,885 $6.14M 0.77% +13,931 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 40,757 shares; 2017Q2: 40,330 shares; 2017Q3: 43,787 shares; 2017Q4: 43,274 shares; 2018Q1: 44,915 shares 44,915 $6.11M 0.77% +1,641 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 39,622 shares; 2017Q2: 39,991 shares; 2017Q3: 42,072 shares; 2017Q4: 55,830 shares; 2018Q1: 40,945 shares 40,945 $6.02M 0.75% -14,885 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 28,126 shares; 2017Q2: 29,426 shares; 2017Q3: 32,059 shares; 2017Q4: 34,178 shares; 2018Q1: 35,603 shares 35,603 $5.97M 0.75% +1,425 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 56,355 shares; 2017Q2: 57,944 shares; 2017Q3: 55,208 shares; 2017Q4: 57,605 shares; 2018Q1: 61,419 shares 61,419 $5.84M 0.73% +3,814 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 57,228 shares; 2017Q2: 58,445 shares; 2017Q3: 53,861 shares; 2017Q4: 54,615 shares; 2018Q1: 52,607 shares 52,607 $5.75M 0.72% -2,008 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 123,464 shares; 2017Q2: 121,738 shares; 2017Q3: 120,096 shares; 2017Q4: 111,479 shares; 2018Q1: 110,286 shares 110,286 $5.74M 0.72% -1,193 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 27,111 shares; 2017Q2: 32,968 shares; 2017Q3: 41,645 shares; 2017Q4: 42,435 shares; 2018Q1: 40,001 shares 40,001 $5.67M 0.71% -2,434 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 121,405 shares; 2017Q2: 127,808 shares; 2017Q3: 128,160 shares; 2017Q4: 129,917 shares; 2018Q1: 132,061 shares 132,061 $5.66M 0.71% +2,144 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 46,287 shares; 2017Q2: 56,829 shares; 2017Q3: 74,174 shares; 2017Q4: 77,231 shares; 2018Q1: 98,591 shares 98,591 $5.59M 0.7% +21,360 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 59,114 shares; 2017Q2: 61,913 shares; 2017Q3: 69,927 shares; 2017Q4: 93,277 shares; 2018Q1: 70,255 shares 70,255 $5.51M 0.69% -23,022 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 47,137 shares; 2017Q2: 81,435 shares; 2017Q3: 84,528 shares; 2017Q4: 87,327 shares; 2018Q1: 89,156 shares 89,156 $5.48M 0.69% +1,829 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,500 shares; 2017Q2: 3,782 shares; 2017Q3: 2,500 shares; 2017Q4: 3,374 shares; 2018Q1: 3,498 shares 3,498 $5.06M 0.63% +124 Timeline PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 21,309 shares; 2017Q2: 22,266 shares; 2017Q3: 23,707 shares; 2017Q4: 29,057 shares; 2018Q1: 30,960 shares 30,960 $4.97M 0.62% +1,903 FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 217,819 shares; 2017Q2: 230,203 shares; 2017Q3: 232,139 shares; 2017Q4: 235,040 shares; 2018Q1: 236,370 shares 236,370 $4.93M 0.62% +1,330 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 66,443 shares; 2017Q2: 67,931 shares; 2017Q3: 64,484 shares; 2017Q4: 60,662 shares; 2018Q1: 50,983 shares 50,983 $4.83M 0.61% -9,679 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 474,383 shares; 2017Q2: 479,082 shares; 2017Q3: 491,765 shares; 2017Q4: 505,052 shares; 2018Q1: 156,030 shares 156,030 $4.79M 0.6% -349,022 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 29,400 shares; 2017Q2: 31,643 shares; 2017Q3: 35,755 shares; 2017Q4: 35,339 shares; 2018Q1: 36,829 shares 36,829 $4.77M 0.6% +1,490 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 34,164 shares; 2017Q2: 39,839 shares; 2017Q3: 42,964 shares; 2017Q4: 45,775 shares; 2018Q1: 46,932 shares 46,932 $4.74M 0.59% +1,157 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 24,608 shares; 2017Q2: 24,279 shares; 2017Q3: 26,056 shares; 2017Q4: 28,127 shares; 2018Q1: 29,871 shares 29,871 $4.59M 0.58% +1,744 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 23,833 shares; 2017Q2: 25,431 shares; 2017Q3: 27,302 shares; 2017Q4: 29,077 shares; 2018Q1: 28,019 shares 28,019 $4.48M 0.56% -1,058 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 61,828 shares; 2017Q2: 64,916 shares; 2017Q3: 71,313 shares; 2017Q4: 72,278 shares; 2018Q1: 71,446 shares 71,446 $4.24M 0.53% -832 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 26,259 shares; 2017Q2: 32,327 shares; 2017Q3: 33,945 shares; 2017Q4: 34,776 shares; 2018Q1: 41,001 shares 41,001 $4.23M 0.53% +6,225 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 115,003 shares; 2017Q2: 126,089 shares; 2017Q3: 125,129 shares; 2017Q4: 126,616 shares; 2018Q1: 124,366 shares 124,366 $4.22M 0.53% -2,250 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 44,283 shares; 2017Q2: 51,409 shares; 2017Q3: 54,830 shares; 2017Q4: 56,985 shares; 2018Q1: 63,120 shares 63,120 $4.16M 0.52% +6,135 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,341 shares; 2017Q2: 3,312 shares; 2017Q3: 3,334 shares; 2017Q4: 3,390 shares; 2018Q1: 27,386 shares 27,386 $4.04M 0.51% +23,996 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 33,768 shares; 2017Q2: 34,951 shares; 2017Q3: 34,374 shares; 2017Q4: 31,966 shares; 2018Q1: 33,248 shares 33,248 $3.99M 0.5% +1,282 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 63,802 shares; 2017Q2: 63,919 shares; 2017Q3: 64,118 shares; 2017Q4: 66,615 shares; 2018Q1: 66,247 shares 66,247 $3.97M 0.5% -368 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 23,985 shares; 2017Q2: 22,190 shares; 2017Q3: 105,403 shares; 2017Q4: 108,681 shares; 2018Q1: 110,357 shares 110,357 $3.92M 0.49% +1,676 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 75,326 shares 75,326 $3.89M 0.49% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 25,590 shares; 2017Q2: 27,595 shares; 2017Q3: 30,064 shares; 2017Q4: 31,840 shares; 2018Q1: 34,352 shares 34,352 $3.78M 0.47% +2,512 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 62,419 shares; 2017Q2: 62,840 shares; 2017Q3: 61,150 shares; 2017Q4: 70,902 shares; 2018Q1: 68,720 shares 68,720 $3.78M 0.47% -2,182 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 45,363 shares 45,363 $3.74M 0.47% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,920 shares; 2017Q2: 6,665 shares; 2017Q3: 54,595 shares; 2017Q4: 54,941 shares; 2018Q1: 53,972 shares 53,972 $3.69M 0.46% -969 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,893 shares; 2017Q2: 21,490 shares; 2017Q3: 22,689 shares; 2017Q4: 23,853 shares; 2018Q1: 23,929 shares 23,929 $3.67M 0.46% +76 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 126,613 shares; 2017Q2: 99,527 shares; 2017Q3: 115,613 shares; 2017Q4: 123,603 shares; 2018Q1: 121,140 shares 121,140 $3.62M 0.45% -2,463 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 53,440 shares; 2017Q2: 53,719 shares; 2017Q3: 53,288 shares; 2017Q4: 53,665 shares; 2018Q1: 52,346 shares 52,346 $3.6M 0.45% -1,319 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 37,951 shares; 2017Q2: 37,538 shares; 2017Q3: 41,906 shares; 2017Q4: 44,632 shares; 2018Q1: 47,352 shares 47,352 $3.49M 0.44% +2,720 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 9,249 shares; 2017Q2: 12,627 shares; 2017Q3: 15,867 shares; 2017Q4: 14,544 shares; 2018Q1: 29,446 shares 29,446 $3.46M 0.43% +14,902 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,942 shares; 2017Q2: 15,420 shares; 2017Q3: 22,408 shares; 2017Q4: 31,214 shares; 2018Q1: 30,641 shares 30,641 $3.46M 0.43% -573 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 23,485 shares; 2017Q2: 24,485 shares; 2017Q3: 24,172 shares; 2017Q4: 25,799 shares; 2018Q1: 28,557 shares 28,557 $3.44M 0.43% +2,758 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 171,470 shares; 2017Q2: 170,027 shares; 2017Q3: 183,369 shares; 2017Q4: 186,064 shares; 2018Q1: 202,055 shares 202,055 $3.28M 0.41% +15,991 Timeline BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 18,061 shares; 2017Q2: 63,981 shares; 2017Q3: 63,563 shares; 2017Q4: 63,781 shares; 2018Q1: 62,829 shares 62,829 $3.27M 0.41% -952 EXTENDED STAY AMER INC EXTENDED STAY AMER INC More: the full row for EXTENDED STAY AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 163,892 shares; 2017Q2: 167,365 shares; 2017Q3: 144,333 shares; 2017Q4: 146,957 shares; 2018Q1: 164,253 shares 164,253 $3.25M 0.41% +17,296 CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 23,662 shares; 2017Q2: 61,131 shares; 2017Q3: 59,401 shares; 2017Q4: 58,749 shares; 2018Q1: 52,005 shares 52,005 $3.23M 0.41% -6,744 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 71,544 shares; 2018Q1: 60,995 shares 60,995 $3.23M 0.4% -10,549 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 119,341 shares; 2017Q3: 127,402 shares; 2017Q4: 139,732 shares; 2018Q1: 137,731 shares 137,731 $3.17M 0.4% -2,001 OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 50,533 shares; 2017Q2: 51,109 shares; 2017Q3: 50,914 shares; 2017Q4: 56,051 shares; 2018Q1: 55,561 shares 55,561 $3.16M 0.4% -490 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 16,298 shares; 2017Q2: 17,686 shares; 2017Q3: 20,292 shares; 2017Q4: 22,260 shares; 2018Q1: 25,117 shares 25,117 $3.16M 0.4% +2,857 FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 37,538 shares; 2017Q3: 37,540 shares; 2017Q4: 37,942 shares; 2018Q1: 53,602 shares 53,602 $3.15M 0.39% +15,660 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 54,642 shares; 2017Q2: 55,376 shares; 2017Q3: 57,736 shares; 2017Q4: 59,537 shares; 2018Q1: 58,652 shares 58,652 $3.13M 0.39% -885 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 23,017 shares; 2017Q4: 43,413 shares; 2018Q1: 43,110 shares 43,110 $3.13M 0.39% -303 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 80,182 shares; 2017Q2: 80,923 shares; 2017Q3: 70,442 shares; 2017Q4: 70,715 shares; 2018Q1: 51,449 shares 51,449 $3M 0.38% -19,266 Timeline Lincoln National Corporat Lincoln National Corporat More: the full row for Lincoln National Corporat Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 70,731 shares; 2017Q2: 72,914 shares; 2017Q3: 73,238 shares; 2017Q4: 74,125 shares; 2018Q1: 72,988 shares 72,988 $2.99M 0.37% -1,137 AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 13,863 shares; 2017Q2: 13,679 shares; 2017Q3: 13,570 shares; 2017Q4: 14,015 shares; 2018Q1: 54,820 shares 54,820 $2.98M 0.37% +40,805 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 98,962 shares; 2017Q2: 99,523 shares; 2017Q3: 98,843 shares; 2017Q4: 99,873 shares; 2018Q1: 97,901 shares 97,901 $2.98M 0.37% -1,972 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 37,493 shares; 2017Q2: 38,043 shares; 2017Q3: 37,921 shares; 2017Q4: 38,160 shares; 2018Q1: 40,641 shares 40,641 $2.96M 0.37% +2,481 Timeline NIELSEN HOLDINGS PLC NIELSEN HOLDINGS PLC More: the full row for NIELSEN HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 83,286 shares; 2018Q1: 90,431 shares 90,431 $2.88M 0.36% +7,145 NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 21,152 shares; 2017Q2: 21,142 shares; 2017Q3: 24,346 shares; 2017Q4: 21,444 shares; 2018Q1: 21,147 shares 21,147 $2.87M 0.36% -297 Timeline CA INC COM CA INC COM More: the full row for CA INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 84,275 shares; 2017Q2: 84,409 shares; 2017Q3: 84,356 shares; 2017Q4: 85,686 shares; 2018Q1: 84,149 shares 84,149 $2.85M 0.36% -1,537 FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 37,065 shares 37,065 $2.84M 0.36% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 18,793 shares; 2017Q2: 18,709 shares; 2017Q3: 18,386 shares; 2017Q4: 18,199 shares; 2018Q1: 13,259 shares 13,259 $2.84M 0.36% -4,940 Timeline PACWEST BANCORP DEL PACWEST BANCORP DEL More: the full row for PACWEST BANCORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 54,164 shares; 2017Q2: 54,715 shares; 2017Q3: 55,657 shares; 2017Q4: 56,437 shares; 2018Q1: 55,595 shares 55,595 $2.75M 0.35% -842 TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 38,537 shares; 2017Q2: 37,147 shares; 2017Q3: 27,845 shares; 2017Q4: 27,990 shares; 2018Q1: 27,515 shares 27,515 $2.75M 0.34% -475 GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,224 shares; 2017Q2: 2,312 shares; 2017Q3: 2,502 shares; 2017Q4: 2,663 shares; 2018Q1: 2,619 shares 2,619 $2.72M 0.34% -44 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 125,797 shares; 2017Q2: 126,512 shares; 2017Q3: 126,194 shares; 2017Q4: 127,116 shares; 2018Q1: 125,000 shares 125,000 $2.68M 0.34% -2,116 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,032 shares; 2017Q2: 3,958 shares; 2017Q3: 41,993 shares; 2017Q4: 37,061 shares; 2018Q1: 35,418 shares 35,418 $2.67M 0.33% -1,643 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 151,529 shares; 2017Q2: 153,139 shares; 2017Q3: 152,230 shares; 2017Q4: 127,341 shares; 2018Q1: 124,497 shares 124,497 $2.67M 0.33% -2,844 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 27,503 shares; 2017Q2: 28,015 shares; 2017Q3: 26,304 shares; 2017Q4: 26,102 shares; 2018Q1: 24,650 shares 24,650 $2.64M 0.33% -1,452 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,301 shares; 2017Q2: 8,061 shares; 2017Q3: 6,843 shares; 2017Q4: 6,279 shares; 2018Q1: 12,978 shares 12,978 $2.64M 0.33% +6,699 AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,608 shares; 2017Q2: 13,333 shares; 2017Q3: 13,190 shares; 2017Q4: 14,260 shares; 2018Q1: 15,421 shares 15,421 $2.63M 0.33% +1,161 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 24,324 shares; 2017Q2: 26,770 shares; 2017Q3: 27,850 shares; 2017Q4: 28,224 shares; 2018Q1: 28,523 shares 28,523 $2.6M 0.33% +299 Timeline SUNTRUST BANKS INC SUNTRUST BANKS INC More: the full row for SUNTRUST BANKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,631 shares; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 37,067 shares 37,067 $2.52M 0.32% new CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 103,688 shares 103,688 $2.49M 0.31% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 22,474 shares; 2017Q2: 23,763 shares; 2017Q3: 23,935 shares; 2017Q4: 24,821 shares; 2018Q1: 24,684 shares 24,684 $2.47M 0.31% -137 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 14,756 shares; 2017Q2: 15,061 shares; 2017Q3: 15,756 shares; 2017Q4: 16,605 shares; 2018Q1: 17,587 shares 17,587 $2.46M 0.31% +982 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 18,437 shares; 2017Q2: 18,509 shares; 2017Q3: 19,979 shares; 2017Q4: 20,075 shares; 2018Q1: 19,856 shares 19,856 $2.38M 0.3% -219 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 64,023 shares; 2017Q2: 55,191 shares; 2017Q3: 54,620 shares; 2017Q4: 62,198 shares; 2018Q1: 65,094 shares 65,094 $2.32M 0.29% +2,896 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,872 shares; 2017Q2: 12,888 shares; 2017Q3: 12,725 shares; 2017Q4: 13,553 shares; 2018Q1: 14,123 shares 14,123 $2.29M 0.29% +570 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 153,884 shares; 2017Q2: 140,486 shares; 2017Q3: 115,146 shares; 2017Q4: 81,721 shares; 2018Q1: 82,020 shares 82,020 $2.29M 0.29% +299 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 108,520 shares; 2017Q2: 119,068 shares; 2017Q3: 111,102 shares; 2017Q4: 108,070 shares; 2018Q1: 121,493 shares 121,493 $2.24M 0.28% +13,423 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,765 shares; 2017Q2: 12,589 shares; 2017Q3: 14,006 shares; 2017Q4: 15,138 shares; 2018Q1: 17,460 shares 17,460 $2.24M 0.28% +2,322 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 33,753 shares; 2017Q2: 32,346 shares; 2017Q3: 31,723 shares; 2017Q4: 32,584 shares; 2018Q1: 33,517 shares 33,517 $2.23M 0.28% +933 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,232 shares; 2017Q2: 2,992 shares; 2017Q3: 7,267 shares; 2017Q4: 7,281 shares; 2018Q1: 9,197 shares 9,197 $2.21M 0.28% +1,916 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 26,866 shares; 2017Q2: 80,677 shares; 2017Q3: 71,080 shares; 2017Q4: 96,334 shares; 2018Q1: 76,349 shares 76,349 $2.19M 0.28% -19,985 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 128,341 shares; 2017Q2: 140,509 shares; 2017Q3: 131,026 shares; 2017Q4: 128,930 shares; 2018Q1: 146,490 shares 146,490 $2.19M 0.27% +17,560 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 27,625 shares; 2017Q2: 28,055 shares; 2017Q3: 24,221 shares; 2017Q4: 25,516 shares; 2018Q1: 28,950 shares 28,950 $2.19M 0.27% +3,434 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 130,768 shares; 2017Q2: 143,769 shares; 2017Q3: 133,060 shares; 2017Q4: 130,104 shares; 2018Q1: 147,554 shares 147,554 $2.18M 0.27% +17,450 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,493 shares; 2017Q2: 4,543 shares; 2017Q3: 5,364 shares; 2017Q4: 5,911 shares; 2018Q1: 6,377 shares 6,377 $2.15M 0.27% +466 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 9,800 shares; 2017Q2: 10,066 shares; 2017Q3: 10,623 shares; 2017Q4: 11,547 shares; 2018Q1: 12,041 shares 12,041 $2.15M 0.27% +494 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,650 shares; 2017Q2: 4,514 shares; 2017Q3: 4,247 shares; 2017Q4: 4,813 shares; 2018Q1: 6,520 shares 6,520 $2.14M 0.27% +1,707 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,519 shares; 2017Q2: 15,917 shares; 2017Q3: 19,541 shares; 2017Q4: 29,079 shares; 2018Q1: 42,614 shares 42,614 $2.14M 0.27% +13,535 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 418,652 shares; 2017Q2: 458,322 shares; 2017Q3: 438,840 shares; 2017Q4: 424,973 shares; 2018Q1: 481,535 shares 481,535 $2.12M 0.27% +56,562 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 21,208 shares; 2017Q2: 21,152 shares; 2017Q3: 20,595 shares; 2017Q4: 20,467 shares; 2018Q1: 28,215 shares 28,215 $2.06M 0.26% +7,748 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,995 shares; 2017Q2: 14,478 shares; 2017Q3: 15,072 shares; 2017Q4: 16,041 shares; 2018Q1: 19,630 shares 19,630 $2.04M 0.26% +3,589 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 18,152 shares; 2017Q2: 19,265 shares; 2017Q3: 20,797 shares; 2017Q4: 21,283 shares; 2018Q1: 22,381 shares 22,381 $2.03M 0.25% +1,098 Timeline PIONEER FLOATING RATE FUND I PIONEER FLOATING RATE FUND I More: the full row for PIONEER FLOATING RATE FUND I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 141,491 shares; 2017Q2: 157,241 shares; 2017Q3: 144,840 shares; 2017Q4: 140,760 shares; 2018Q1: 172,870 shares 172,870 $2.01M 0.25% +32,110 VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 37,533 shares; 2017Q2: 38,863 shares; 2017Q3: 39,773 shares; 2017Q4: 40,711 shares; 2018Q1: 41,895 shares 41,895 $2M 0.25% +1,184 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 10,956 shares 10,956 $2M 0.25% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,591 shares; 2017Q2: 1,598 shares; 2017Q3: 1,806 shares; 2017Q4: 1,926 shares; 2018Q1: 1,907 shares 1,907 $1.97M 0.25% -19 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 19,166 shares 19,166 $1.95M 0.24% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 79,496 shares 79,496 $1.94M 0.24% new Timeline NUVEEN SHORT DURATION CREDIT NUVEEN SHORT DURATION CREDIT More: the full row for NUVEEN SHORT DURATION CREDIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 96,844 shares; 2017Q2: 109,672 shares; 2017Q3: 101,571 shares; 2017Q4: 98,781 shares; 2018Q1: 113,908 shares 113,908 $1.94M 0.24% +15,127 SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 34,828 shares; 2017Q2: 58,436 shares; 2017Q3: 32,483 shares; 2017Q4: 32,369 shares; 2018Q1: 32,257 shares 32,257 $1.93M 0.24% -112 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 27,542 shares; 2017Q2: 28,125 shares; 2017Q3: 27,178 shares; 2017Q4: 39,995 shares; 2018Q1: 43,677 shares 43,677 $1.93M 0.24% +3,682 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 31,422 shares 31,422 $1.92M 0.24% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 11,858 shares; 2017Q2: 13,626 shares; 2017Q3: 15,038 shares; 2017Q4: 14,792 shares; 2018Q1: 15,597 shares 15,597 $1.9M 0.24% +805 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 14,328 shares; 2017Q2: 18,896 shares; 2017Q3: 23,605 shares; 2017Q4: 24,188 shares; 2018Q1: 28,776 shares 28,776 $1.88M 0.24% +4,588 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 18,503 shares 18,503 $1.81M 0.23% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,971 shares; 2017Q2: 7,439 shares; 2017Q3: 8,288 shares; 2017Q4: 9,078 shares; 2018Q1: 17,431 shares 17,431 $1.81M 0.23% +8,353 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 14,472 shares; 2017Q2: 15,495 shares; 2017Q3: 15,958 shares; 2017Q4: 16,128 shares; 2018Q1: 17,717 shares 17,717 $1.78M 0.22% +1,589 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 10,269 shares; 2017Q4: 9,212 shares; 2018Q1: 16,795 shares 16,795 $1.78M 0.22% +7,583 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 24,278 shares; 2017Q2: 24,221 shares; 2017Q3: 23,952 shares; 2017Q4: 23,968 shares; 2018Q1: 24,110 shares 24,110 $1.77M 0.22% +142 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 11,514 shares; 2017Q2: 12,109 shares; 2017Q3: 12,005 shares; 2017Q4: 12,005 shares; 2018Q1: 12,538 shares 12,538 $1.75M 0.22% +533 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 58,329 shares 58,329 $1.73M 0.22% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 18,029 shares; 2017Q2: 18,079 shares; 2017Q3: 17,716 shares; 2017Q4: 17,743 shares; 2018Q1: 18,954 shares 18,954 $1.7M 0.21% +1,211 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,933 shares; 2017Q2: 5,338 shares; 2017Q3: 5,907 shares; 2017Q4: 6,860 shares; 2018Q1: 6,985 shares 6,985 $1.69M 0.21% +125 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 36,683 shares; 2017Q2: 41,986 shares; 2017Q3: 54,705 shares; 2017Q4: 72,871 shares; 2018Q1: 86,463 shares 86,463 $1.68M 0.21% +13,592 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 25,324 shares; 2017Q2: 20,561 shares; 2017Q3: 20,718 shares; 2017Q4: 21,298 shares; 2018Q1: 22,367 shares 22,367 $1.67M 0.21% +1,069 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 14,823 shares 14,823 $1.65M 0.21% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 20,545 shares; 2017Q2: 13,148 shares; 2017Q3: 13,331 shares; 2017Q4: 14,836 shares; 2018Q1: 16,382 shares 16,382 $1.65M 0.21% +1,546 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 26,348 shares; 2017Q2: 26,694 shares; 2017Q3: 28,292 shares; 2017Q4: 29,677 shares; 2018Q1: 28,212 shares 28,212 $1.63M 0.2% -1,465 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,476 shares; 2017Q2: 7,667 shares; 2017Q3: 7,903 shares; 2017Q4: 8,434 shares; 2018Q1: 8,062 shares 8,062 $1.61M 0.2% -372 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 63,997 shares; 2017Q2: 70,292 shares; 2017Q3: 70,110 shares; 2017Q4: 69,577 shares; 2018Q1: 14,122 shares 14,122 $1.6M 0.2% -55,455 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 27,156 shares; 2017Q2: 31,054 shares; 2017Q3: 36,753 shares; 2017Q4: 40,405 shares; 2018Q1: 45,110 shares 45,110 $1.56M 0.2% +4,705 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,313 shares; 2017Q2: 10,496 shares; 2017Q3: 10,225 shares; 2017Q4: 9,705 shares; 2018Q1: 8,756 shares 8,756 $1.53M 0.19% -949 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,114 shares; 2017Q2: 10,434 shares; 2017Q3: 12,467 shares; 2017Q4: 13,104 shares; 2018Q1: 14,547 shares 14,547 $1.52M 0.19% +1,443 Timeline DOWDUPONT INC DOWDUPONT INC More: the full row for DOWDUPONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 21,626 shares; 2017Q4: 22,968 shares; 2018Q1: 23,675 shares 23,675 $1.51M 0.19% +707 PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 18,614 shares; 2017Q2: 17,714 shares; 2017Q3: 16,994 shares; 2017Q4: 17,762 shares; 2018Q1: 18,637 shares 18,637 $1.48M 0.19% +875 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,697 shares; 2017Q2: 10,019 shares; 2017Q3: 9,935 shares; 2017Q4: 9,991 shares; 2018Q1: 10,768 shares 10,768 $1.47M 0.18% +777 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 29,403 shares; 2017Q2: 21,832 shares; 2017Q3: 21,819 shares; 2017Q4: 24,011 shares; 2018Q1: 23,195 shares 23,195 $1.46M 0.18% -816 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 16,316 shares; 2017Q2: 16,374 shares; 2017Q3: 6,521 shares; 2017Q4: 8,519 shares; 2018Q1: 11,563 shares 11,563 $1.46M 0.18% +3,044 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 21,799 shares; 2017Q2: 20,466 shares; 2017Q3: 21,281 shares; 2017Q4: 18,314 shares; 2018Q1: 18,987 shares 18,987 $1.44M 0.18% +673 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,583 shares; 2017Q2: 3,644 shares; 2017Q3: 3,823 shares; 2017Q4: 3,713 shares; 2018Q1: 3,587 shares 3,587 $1.41M 0.18% -126 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 668 shares 668 $1.39M 0.17% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 18,988 shares; 2017Q2: 20,259 shares; 2017Q3: 20,982 shares; 2017Q4: 21,149 shares; 2018Q1: 16,691 shares 16,691 $1.36M 0.17% -4,458 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,114 shares; 2017Q2: 2,182 shares; 2017Q3: 2,360 shares; 2017Q4: 2,429 shares; 2018Q1: 2,492 shares 2,492 $1.35M 0.17% +63 ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,937 shares; 2017Q2: 7,406 shares; 2017Q3: 7,594 shares; 2017Q4: 7,371 shares; 2018Q1: 8,700 shares 8,700 $1.34M 0.17% +1,329 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 53,606 shares; 2017Q2: 64,540 shares; 2017Q3: 45,883 shares; 2017Q4: 50,100 shares; 2018Q1: 43,349 shares 43,349 $1.32M 0.17% -6,751 Timeline ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 134,258 shares; 2017Q2: 128,763 shares; 2017Q3: 126,149 shares; 2017Q4: 141,788 shares; 2018Q1: 138,631 shares 138,631 $1.3M 0.16% -3,157 GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,956 shares; 2017Q2: 4,802 shares; 2017Q3: 4,471 shares; 2017Q4: 4,681 shares; 2018Q1: 5,144 shares 5,144 $1.3M 0.16% +463 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,046 shares; 2017Q2: 10,442 shares; 2017Q3: 10,799 shares; 2017Q4: 10,739 shares; 2018Q1: 10,951 shares 10,951 $1.29M 0.16% +212 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 25,417 shares; 2017Q2: 25,891 shares; 2017Q3: 26,139 shares; 2017Q4: 27,591 shares; 2018Q1: 28,973 shares 28,973 $1.27M 0.16% +1,382 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 38,333 shares; 2017Q2: 36,558 shares; 2017Q3: 50,379 shares; 2017Q4: 46,062 shares; 2018Q1: 42,710 shares 42,710 $1.27M 0.16% -3,352 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,667 shares; 2017Q2: 5,437 shares; 2017Q3: 5,673 shares; 2017Q4: 6,054 shares; 2018Q1: 14,398 shares 14,398 $1.26M 0.16% +8,344 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 25,196 shares; 2017Q2: 25,749 shares; 2017Q3: 25,506 shares; 2017Q4: 25,307 shares; 2018Q1: 23,881 shares 23,881 $1.26M 0.16% -1,426 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,297 shares; 2017Q2: 9,940 shares; 2017Q3: 11,904 shares; 2017Q4: 14,006 shares; 2018Q1: 15,671 shares 15,671 $1.25M 0.16% +1,665 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 9,713 shares; 2017Q2: 9,895 shares; 2017Q3: 9,334 shares; 2017Q4: 9,009 shares; 2018Q1: 8,300 shares 8,300 $1.24M 0.16% -709 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,221 shares; 2017Q2: 7,163 shares; 2017Q3: 7,783 shares; 2017Q4: 8,143 shares; 2018Q1: 8,551 shares 8,551 $1.24M 0.16% +408 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,771 shares; 2017Q2: 5,821 shares; 2017Q3: 8,363 shares; 2017Q4: 10,202 shares; 2018Q1: 11,300 shares 11,300 $1.23M 0.15% +1,098 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,407 shares; 2017Q2: 4,840 shares; 2017Q3: 5,479 shares; 2017Q4: 5,740 shares; 2018Q1: 6,525 shares 6,525 $1.21M 0.15% +785 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 17,951 shares; 2017Q2: 13,839 shares; 2017Q3: 14,821 shares; 2017Q4: 16,923 shares; 2018Q1: 13,971 shares 13,971 $1.2M 0.15% -2,952 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,472 shares; 2017Q2: 5,587 shares; 2017Q3: 6,035 shares; 2017Q4: 6,171 shares; 2018Q1: 5,790 shares 5,790 $1.2M 0.15% -381 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,190 shares; 2017Q2: 11,936 shares; 2017Q3: 11,640 shares; 2017Q4: 11,938 shares; 2018Q1: 10,618 shares 10,618 $1.19M 0.15% -1,320 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 21,018 shares; 2017Q2: 22,996 shares; 2017Q3: 22,174 shares; 2017Q4: 21,018 shares; 2018Q1: 21,207 shares 21,207 $1.18M 0.15% +189 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,407 shares; 2017Q2: 4,475 shares; 2017Q3: 5,166 shares; 2017Q4: 5,563 shares; 2018Q1: 5,413 shares 5,413 $1.17M 0.15% -150 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 11,452 shares; 2017Q2: 11,535 shares; 2017Q3: 11,988 shares; 2017Q4: 13,430 shares; 2018Q1: 58,723 shares 58,723 $1.15M 0.14% +45,293 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,248 shares; 2017Q2: 10,508 shares; 2017Q3: 12,689 shares; 2017Q4: 13,995 shares; 2018Q1: 13,685 shares 13,685 $1.14M 0.14% -310 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 22,219 shares; 2017Q2: 19,922 shares; 2017Q3: 69,400 shares; 2017Q4: 71,533 shares; 2018Q1: 21,535 shares 21,535 $1.13M 0.14% -49,998 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 30,618 shares; 2017Q2: 43,908 shares; 2017Q3: 42,073 shares; 2017Q4: 40,304 shares; 2018Q1: 38,088 shares 38,088 $1.12M 0.14% -2,216 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 9,324 shares; 2017Q2: 17,886 shares; 2017Q3: 18,239 shares; 2017Q4: 18,399 shares; 2018Q1: 17,578 shares 17,578 $1.1M 0.14% -821 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 13,805 shares; 2017Q2: 13,986 shares; 2017Q3: 14,432 shares; 2017Q4: 14,416 shares; 2018Q1: 14,725 shares 14,725 $1.08M 0.14% +309 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,156 shares; 2017Q2: 9,959 shares; 2017Q3: 9,954 shares; 2017Q4: 11,664 shares; 2018Q1: 13,121 shares 13,121 $1.06M 0.13% +1,457 Timeline THL CR SR LN FD THL CR SR LN FD More: the full row for THL CR SR LN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 97,499 shares; 2017Q2: 107,638 shares; 2017Q3: 99,500 shares; 2017Q4: 52,988 shares; 2018Q1: 60,869 shares 60,869 $1.05M 0.13% +7,881 XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 63,115 shares; 2018Q1: 71,928 shares 71,928 $1.04M 0.13% +8,813 Timeline VOYA PRIME RATE TRUST VOYA PRIME RATE TRUST More: the full row for VOYA PRIME RATE TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 311,592 shares; 2017Q2: 351,642 shares; 2017Q3: 325,968 shares; 2017Q4: 174,577 shares; 2018Q1: 200,350 shares 200,350 $1.04M 0.13% +25,773 TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 16,247 shares; 2017Q2: 17,106 shares; 2017Q3: 16,651 shares; 2017Q4: 18,050 shares; 2018Q1: 16,675 shares 16,675 $1.04M 0.13% -1,375 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 9,302 shares; 2017Q2: 9,420 shares; 2017Q3: 9,148 shares; 2017Q4: 9,408 shares; 2018Q1: 9,135 shares 9,135 $1.03M 0.13% -273 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 3,810 shares; 2017Q3: 3,733 shares; 2017Q4: 3,931 shares; 2018Q1: 4,486 shares 4,486 $1.02M 0.13% +555 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 63,578 shares; 2018Q1: 73,065 shares 73,065 $1.02M 0.13% +9,487 Timeline CELGENE CORP CELGENE CORP More: the full row for CELGENE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 22,007 shares; 2017Q2: 24,571 shares; 2017Q3: 26,139 shares; 2017Q4: 19,246 shares; 2018Q1: 11,413 shares 11,413 $1.02M 0.13% -7,833 IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,922 shares; 2017Q2: 5,810 shares; 2017Q3: 5,559 shares; 2017Q4: 5,559 shares; 2018Q1: 5,559 shares 5,559 $1.01M 0.13% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4,153 shares; 2018Q1: 5,256 shares 5,256 $990K 0.12% +1,103 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,274 shares; 2017Q2: 5,268 shares; 2017Q3: 5,563 shares; 2017Q4: 5,678 shares; 2018Q1: 6,026 shares 6,026 $988K 0.12% +348 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 17,257 shares; 2017Q2: 19,576 shares; 2017Q3: 20,719 shares; 2017Q4: 21,090 shares; 2018Q1: 18,892 shares 18,892 $987K 0.12% -2,198 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 13,294 shares; 2017Q2: 16,357 shares; 2017Q3: 16,317 shares; 2017Q4: 16,598 shares; 2018Q1: 16,288 shares 16,288 $981K 0.12% -310 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 17,295 shares; 2017Q2: 18,660 shares; 2017Q3: 20,382 shares; 2017Q4: 21,081 shares; 2018Q1: 22,396 shares 22,396 $980K 0.12% +1,315 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 39,636 shares 39,636 $979K 0.12% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 52,197 shares; 2017Q2: 47,128 shares; 2017Q3: 47,217 shares; 2017Q4: 48,547 shares; 2018Q1: 24,139 shares 24,139 $979K 0.12% -24,408 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,629 shares; 2017Q2: 4,899 shares; 2017Q3: 6,485 shares; 2017Q4: 7,205 shares; 2018Q1: 6,915 shares 6,915 $951K 0.12% -290 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 13,676 shares; 2017Q2: 19,704 shares; 2017Q3: 20,803 shares; 2017Q4: 16,865 shares; 2018Q1: 14,191 shares 14,191 $933K 0.12% -2,674 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 23,910 shares; 2017Q2: 23,716 shares; 2017Q3: 23,159 shares; 2017Q4: 23,547 shares; 2018Q1: 20,912 shares 20,912 $928K 0.12% -2,635 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,558 shares; 2017Q2: 4,653 shares; 2017Q3: 4,911 shares; 2017Q4: 4,820 shares; 2018Q1: 4,635 shares 4,635 $924K 0.12% -185 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,861 shares; 2017Q2: 8,649 shares; 2017Q3: 8,201 shares; 2017Q4: 8,483 shares; 2018Q1: 8,515 shares 8,515 $919K 0.12% +32 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 9,461 shares; 2017Q2: 9,690 shares; 2017Q3: 9,358 shares; 2017Q4: 9,854 shares; 2018Q1: 10,848 shares 10,848 $912K 0.11% +994 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,391 shares; 2017Q2: 3,296 shares; 2017Q3: 4,386 shares; 2017Q4: 6,487 shares; 2018Q1: 6,447 shares 6,447 $899K 0.11% -40 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,466 shares; 2017Q2: 7,589 shares; 2017Q3: 7,513 shares; 2017Q4: 7,972 shares; 2018Q1: 8,044 shares 8,044 $884K 0.11% +72 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 19,037 shares; 2017Q2: 19,684 shares; 2017Q3: 23,796 shares; 2017Q4: 23,012 shares; 2018Q1: 25,453 shares 25,453 $870K 0.11% +2,441 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,531 shares; 2017Q2: 11,134 shares; 2017Q3: 10,728 shares; 2017Q4: 11,275 shares; 2018Q1: 12,843 shares 12,843 $850K 0.11% +1,568 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,401 shares; 2017Q2: 10,376 shares; 2017Q3: 10,760 shares; 2017Q4: 14,269 shares; 2018Q1: 14,535 shares 14,535 $848K 0.11% +266 TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,608 shares; 2017Q2: 8,603 shares; 2017Q3: 8,352 shares; 2017Q4: 9,841 shares; 2018Q1: 6,923 shares 6,923 $844K 0.11% -2,918 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 23,169 shares; 2017Q2: 23,671 shares; 2017Q3: 22,654 shares; 2017Q4: 23,974 shares; 2018Q1: 26,003 shares 26,003 $832K 0.1% +2,029 Timeline SCORPIO TANKERS INC SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 421,822 shares; 2017Q2: 423,883 shares; 2017Q3: 424,461 shares; 2017Q4: 427,666 shares; 2018Q1: 422,341 shares 422,341 $828K 0.1% -5,325 XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 18,709 shares; 2017Q2: 24,572 shares; 2017Q3: 27,424 shares; 2017Q4: 28,439 shares; 2018Q1: 29,984 shares 29,984 $827K 0.1% +1,545 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,196 shares; 2017Q2: 2,050 shares; 2017Q3: 2,544 shares; 2017Q4: 2,879 shares; 2018Q1: 6,375 shares 6,375 $822K 0.1% +3,496 Timeline GREAT PLAINS ENERGY INC GREAT PLAINS ENERGY INC More: the full row for GREAT PLAINS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 19,874 shares; 2017Q2: 20,427 shares; 2017Q3: 19,569 shares; 2017Q4: 21,076 shares; 2018Q1: 25,826 shares 25,826 $821K 0.1% +4,750 HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 20,359 shares; 2017Q2: 21,007 shares; 2017Q3: 21,956 shares; 2017Q4: 22,702 shares; 2018Q1: 23,602 shares 23,602 $810K 0.1% +900 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,232 shares; 2017Q2: 6,355 shares; 2017Q3: 6,242 shares; 2017Q4: 6,311 shares; 2018Q1: 6,187 shares 6,187 $802K 0.1% -124 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 5,508 shares; 2017Q4: 6,626 shares; 2018Q1: 7,299 shares 7,299 $798K 0.1% +673 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,478 shares; 2017Q2: 5,418 shares; 2017Q3: 5,118 shares; 2017Q4: 5,262 shares; 2018Q1: 4,949 shares 4,949 $774K 0.1% -313 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 14,397 shares; 2017Q2: 15,496 shares; 2017Q3: 17,799 shares; 2017Q4: 18,496 shares; 2018Q1: 19,096 shares 19,096 $768K 0.1% +600 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,236 shares; 2017Q2: 7,636 shares; 2017Q3: 13,195 shares; 2017Q4: 29,108 shares; 2018Q1: 7,437 shares 7,437 $767K 0.1% -21,671 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,778 shares; 2017Q2: 7,127 shares; 2017Q3: 6,502 shares; 2017Q4: 6,295 shares; 2018Q1: 5,671 shares 5,671 $766K 0.1% -624 Timeline RED HAT INC RED HAT INC More: the full row for RED HAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,987 shares; 2017Q2: 4,170 shares; 2017Q3: 5,101 shares; 2017Q4: 5,286 shares; 2018Q1: 5,114 shares 5,114 $765K 0.1% -172 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 9,341 shares; 2017Q2: 9,129 shares; 2017Q3: 9,664 shares; 2017Q4: 10,314 shares; 2018Q1: 11,104 shares 11,104 $750K 0.09% +790 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,537 shares; 2017Q2: 6,300 shares; 2017Q3: 5,383 shares; 2017Q4: 12,948 shares; 2018Q1: 16,293 shares 16,293 $745K 0.09% +3,345 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,560 shares; 2017Q2: 10,819 shares; 2017Q3: 5,780 shares; 2017Q4: 6,472 shares; 2018Q1: 6,646 shares 6,646 $738K 0.09% +174 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 26,676 shares; 2017Q2: 15,103 shares; 2017Q3: 14,207 shares; 2017Q4: 11,747 shares; 2018Q1: 8,741 shares 8,741 $730K 0.09% -3,006 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,493 shares; 2017Q2: 5,929 shares; 2017Q3: 6,469 shares; 2017Q4: 6,550 shares; 2018Q1: 6,303 shares 6,303 $697K 0.09% -247 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,414 shares; 2017Q2: 3,036 shares; 2017Q3: 3,137 shares; 2017Q4: 3,168 shares; 2018Q1: 3,161 shares 3,161 $695K 0.09% -7 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 17,487 shares; 2017Q3: 17,375 shares; 2017Q4: 19,762 shares; 2018Q1: 27,037 shares 27,037 $689K 0.09% +7,275 Timeline STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,311 shares; 2017Q2: 5,251 shares; 2017Q3: 5,184 shares; 2017Q4: 5,184 shares; 2018Q1: 5,184 shares 5,184 $689K 0.09% 0 AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,383 shares; 2017Q2: 6,982 shares; 2017Q3: 9,543 shares; 2017Q4: 9,482 shares; 2018Q1: 9,558 shares 9,558 $678K 0.09% +76 Timeline VMWARE, INC. VMWARE, INC. More: the full row for VMWARE, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,200 shares; 2017Q2: 4,648 shares; 2017Q3: 5,108 shares; 2017Q4: 5,420 shares; 2018Q1: 5,563 shares 5,563 $675K 0.08% +143 FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,226 shares; 2017Q2: 12,668 shares; 2017Q3: 13,414 shares; 2017Q4: 13,221 shares; 2018Q1: 12,331 shares 12,331 $673K 0.08% -890 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 13,508 shares; 2017Q2: 15,014 shares; 2017Q3: 15,295 shares; 2017Q4: 16,839 shares; 2018Q1: 15,405 shares 15,405 $672K 0.08% -1,434 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,396 shares; 2017Q2: 9,555 shares; 2017Q3: 9,806 shares; 2017Q4: 9,092 shares; 2018Q1: 9,772 shares 9,772 $661K 0.08% +680 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,320 shares; 2017Q2: not reported; 2017Q3: 2,402 shares; 2017Q4: 3,770 shares; 2018Q1: 3,757 shares 3,757 $653K 0.08% -13 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,657 shares; 2017Q2: 3,890 shares; 2017Q3: 4,586 shares; 2017Q4: 4,846 shares; 2018Q1: 4,680 shares 4,680 $643K 0.08% -166 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 28,160 shares; 2017Q2: 29,038 shares; 2017Q3: 35,405 shares; 2017Q4: 33,941 shares; 2018Q1: 12,486 shares 12,486 $622K 0.08% -21,455 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,042 shares; 2017Q2: 2,634 shares; 2017Q3: 2,507 shares; 2017Q4: 2,632 shares; 2018Q1: 2,747 shares 2,747 $603K 0.08% +115 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,935 shares; 2017Q2: 6,154 shares; 2017Q3: 6,030 shares; 2017Q4: 6,033 shares; 2018Q1: 5,706 shares 5,706 $598K 0.07% -327 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,444 shares; 2017Q2: 8,058 shares; 2017Q3: 8,043 shares; 2017Q4: 7,697 shares; 2018Q1: 7,841 shares 7,841 $596K 0.07% +144 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,741 shares; 2017Q2: 5,200 shares; 2017Q3: 5,836 shares; 2017Q4: 6,144 shares; 2018Q1: 5,891 shares 5,891 $582K 0.07% -253 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 19,076 shares; 2017Q4: 18,199 shares; 2018Q1: 23,778 shares 23,778 $582K 0.07% +5,579 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 25,999 shares; 2017Q2: 27,723 shares; 2017Q3: 28,114 shares; 2017Q4: 27,533 shares; 2018Q1: 20,795 shares 20,795 $579K 0.07% -6,738 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 13,590 shares; 2017Q2: 10,371 shares; 2017Q3: 10,461 shares; 2017Q4: 10,921 shares; 2018Q1: 12,879 shares 12,879 $575K 0.07% +1,958 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 45,431 shares; 2017Q2: 49,394 shares; 2017Q3: 54,750 shares; 2017Q4: 59,129 shares; 2018Q1: 10,505 shares 10,505 $575K 0.07% -48,624 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,527 shares; 2017Q2: 2,256 shares; 2017Q3: 2,319 shares; 2017Q4: 3,147 shares; 2018Q1: 3,120 shares 3,120 $573K 0.07% -27 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 17,290 shares; 2017Q2: 18,432 shares; 2017Q3: 18,634 shares; 2017Q4: 17,826 shares; 2018Q1: 6,033 shares 6,033 $573K 0.07% -11,793 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 11,688 shares; 2017Q2: 14,369 shares; 2017Q3: 17,306 shares; 2017Q4: 18,853 shares; 2018Q1: 16,272 shares 16,272 $569K 0.07% -2,581 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,913 shares; 2017Q2: 8,460 shares; 2017Q3: 7,801 shares; 2017Q4: 8,078 shares; 2018Q1: 8,546 shares 8,546 $557K 0.07% +468 Timeline iShares Gold Trust iShares Gold Trust More: the full row for iShares Gold Trust Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 46,432 shares; 2017Q2: 43,332 shares; 2017Q3: 44,218 shares; 2017Q4: 43,121 shares; 2018Q1: 42,840 shares 42,840 $545K 0.07% -281 GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,802 shares; 2017Q2: 10,735 shares; 2017Q3: 13,922 shares; 2017Q4: 15,116 shares; 2018Q1: 13,607 shares 13,607 $540K 0.07% -1,509 PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 1,629 shares; 2017Q3: 2,435 shares; 2017Q4: 2,861 shares; 2018Q1: 2,953 shares 2,953 $536K 0.07% +92 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,778 shares; 2017Q2: 7,810 shares; 2017Q3: 8,168 shares; 2017Q4: 7,928 shares; 2018Q1: 6,657 shares 6,657 $536K 0.07% -1,271 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,228 shares; 2017Q2: 3,434 shares; 2017Q3: 3,936 shares; 2017Q4: 4,398 shares; 2018Q1: 5,174 shares 5,174 $536K 0.07% +776 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,067 shares; 2017Q2: 12,241 shares; 2017Q3: 19,322 shares; 2017Q4: 20,180 shares; 2018Q1: 12,348 shares 12,348 $529K 0.07% -7,832 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,469 shares; 2017Q2: 5,434 shares; 2017Q3: 5,434 shares; 2017Q4: 5,434 shares; 2018Q1: 5,210 shares 5,210 $522K 0.07% -224 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,342 shares; 2017Q2: 5,596 shares; 2017Q3: 8,343 shares; 2017Q4: 8,438 shares; 2018Q1: 8,215 shares 8,215 $518K 0.06% -223 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,307 shares; 2017Q2: 5,243 shares; 2017Q3: 5,813 shares; 2017Q4: 5,764 shares; 2018Q1: 6,618 shares 6,618 $518K 0.06% +854 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 3,058 shares; 2018Q1: 6,532 shares 6,532 $512K 0.06% +3,474 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,301 shares; 2017Q2: 7,560 shares; 2017Q3: 7,624 shares; 2017Q4: 8,283 shares; 2018Q1: 7,527 shares 7,527 $508K 0.06% -756 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,458 shares; 2017Q2: 8,429 shares; 2017Q3: 8,195 shares; 2017Q4: 8,158 shares; 2018Q1: 7,738 shares 7,738 $506K 0.06% -420 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,927 shares; 2017Q2: 9,108 shares; 2017Q3: 10,083 shares; 2017Q4: 8,835 shares; 2018Q1: 7,906 shares 7,906 $504K 0.06% -929 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,917 shares; 2017Q2: 3,148 shares; 2017Q3: 3,987 shares; 2017Q4: 3,857 shares; 2018Q1: 4,557 shares 4,557 $501K 0.06% +700 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 862 shares; 2017Q2: not reported; 2017Q3: 1,404 shares; 2017Q4: 1,686 shares; 2018Q1: 1,768 shares 1,768 $499K 0.06% +82 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 32,647 shares; 2017Q2: 6,106 shares; 2017Q3: 6,040 shares; 2017Q4: 6,114 shares; 2018Q1: 7,128 shares 7,128 $495K 0.06% +1,014 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 5,809 shares; 2017Q4: 6,381 shares; 2018Q1: 6,436 shares 6,436 $492K 0.06% +55 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,821 shares; 2017Q2: 7,302 shares; 2017Q3: 7,807 shares; 2017Q4: 9,029 shares; 2018Q1: 8,311 shares 8,311 $485K 0.06% -718 HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 5,734 shares; 2017Q4: 5,730 shares; 2018Q1: 5,730 shares 5,730 $484K 0.06% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,603 shares; 2017Q2: 6,192 shares; 2017Q3: 6,238 shares; 2017Q4: 6,753 shares; 2018Q1: 6,201 shares 6,201 $480K 0.06% -552 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,883 shares; 2017Q2: 8,100 shares; 2017Q3: 6,840 shares; 2017Q4: 8,964 shares; 2018Q1: 11,320 shares 11,320 $475K 0.06% +2,356 Timeline ALEXION PHARMACEUTICALS INC ALEXION PHARMACEUTICALS INC More: the full row for ALEXION PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,198 shares; 2017Q2: 2,394 shares; 2017Q3: 3,056 shares; 2017Q4: 3,245 shares; 2018Q1: 4,260 shares 4,260 $475K 0.06% +1,015 POWERSHARES INDIA ETF TR POWERSHARES INDIA ETF TR More: the full row for POWERSHARES INDIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 19,156 shares; 2017Q2: 19,633 shares; 2017Q3: 19,586 shares; 2017Q4: 19,571 shares; 2018Q1: 18,899 shares 18,899 $475K 0.06% -672 SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,021 shares; 2017Q2: 2,321 shares; 2017Q3: 2,271 shares; 2017Q4: 2,271 shares; 2018Q1: 2,934 shares 2,934 $474K 0.06% +663 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 42,155 shares; 2017Q2: 4,798 shares; 2017Q3: 4,798 shares; 2017Q4: 4,798 shares; 2018Q1: 4,798 shares 4,798 $462K 0.06% 0 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 32,078 shares; 2017Q2: 32,193 shares; 2017Q3: 31,832 shares; 2017Q4: 34,190 shares; 2018Q1: 19,989 shares 19,989 $462K 0.06% -14,201 NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 8,134 shares; 2017Q3: 8,234 shares; 2017Q4: 8,918 shares; 2018Q1: 8,112 shares 8,112 $458K 0.06% -806 Timeline CORE LABORATORIES N V CORE LABORATORIES N V More: the full row for CORE LABORATORIES N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,529 shares; 2017Q2: 2,760 shares; 2017Q3: 3,221 shares; 2017Q4: 3,498 shares; 2018Q1: 4,140 shares 4,140 $448K 0.06% +642 USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,212 shares; 2017Q2: 7,839 shares; 2017Q3: 7,972 shares; 2017Q4: 8,915 shares; 2018Q1: 8,776 shares 8,776 $446K 0.06% -139 Timeline SPLUNK INC SPLUNK INC More: the full row for SPLUNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 3,942 shares; 2017Q4: 4,140 shares; 2018Q1: 4,522 shares 4,522 $445K 0.06% +382 AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,725 shares; 2017Q2: 3,110 shares; 2017Q3: 4,069 shares; 2017Q4: 4,225 shares; 2018Q1: 4,756 shares 4,756 $444K 0.06% +531 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 21,259 shares; 2017Q2: 20,489 shares; 2017Q3: 20,489 shares; 2017Q4: 20,489 shares; 2018Q1: 20,229 shares 20,229 $443K 0.06% -260 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,893 shares; 2017Q2: 8,323 shares; 2017Q3: 8,764 shares; 2017Q4: 10,299 shares; 2018Q1: 9,725 shares 9,725 $438K 0.05% -574 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 1,046 shares 1,046 $437K 0.05% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 3,713 shares; 2018Q1: 7,919 shares 7,919 $432K 0.05% +4,206 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,590 shares; 2017Q2: 1,826 shares; 2017Q3: 1,778 shares; 2017Q4: 1,844 shares; 2018Q1: 1,959 shares 1,959 $426K 0.05% +115 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 1,677 shares; 2017Q3: 2,505 shares; 2017Q4: 2,480 shares; 2018Q1: 2,375 shares 2,375 $408K 0.05% -105 GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,335 shares; 2017Q2: 2,350 shares; 2017Q3: 2,306 shares; 2017Q4: 2,318 shares; 2018Q1: 1,842 shares 1,842 $407K 0.05% -476 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,404 shares; 2017Q2: 12,408 shares; 2017Q3: 12,248 shares; 2017Q4: 12,240 shares; 2018Q1: 4,229 shares 4,229 $403K 0.05% -8,011 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,968 shares; 2017Q2: 4,213 shares; 2017Q3: 5,571 shares; 2017Q4: 5,243 shares; 2018Q1: 4,570 shares 4,570 $394K 0.05% -673 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 11,379 shares; 2017Q2: 11,478 shares; 2017Q3: 13,148 shares; 2017Q4: 13,719 shares; 2018Q1: 14,433 shares 14,433 $394K 0.05% +714 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,618 shares; 2017Q2: 1,828 shares; 2017Q3: 1,706 shares; 2017Q4: 1,696 shares; 2018Q1: 1,757 shares 1,757 $392K 0.05% +61 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,045 shares; 2017Q2: 4,060 shares; 2017Q3: 3,592 shares; 2017Q4: 3,545 shares; 2018Q1: 2,873 shares 2,873 $390K 0.05% -672 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 1,944 shares; 2017Q3: 1,970 shares; 2017Q4: 2,059 shares; 2018Q1: 2,661 shares 2,661 $387K 0.05% +602 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,932 shares; 2017Q2: 4,313 shares; 2017Q3: 4,692 shares; 2017Q4: 4,796 shares; 2018Q1: 4,747 shares 4,747 $379K 0.05% -49 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 6,009 shares; 2017Q3: 6,796 shares; 2017Q4: 6,754 shares; 2018Q1: 6,471 shares 6,471 $378K 0.05% -283 Timeline FTSE RAFI 1000 US Lg Cap FTSE RAFI 1000 US Lg Cap More: the full row for FTSE RAFI 1000 US Lg Cap Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,075 shares; 2017Q2: 3,469 shares; 2017Q3: 3,611 shares; 2017Q4: 3,611 shares; 2018Q1: 3,410 shares 3,410 $376K 0.05% -201 CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 3,553 shares; 2018Q1: 4,160 shares 4,160 $372K 0.05% +607 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,161 shares; 2017Q2: 3,752 shares; 2017Q3: 3,704 shares; 2017Q4: 3,593 shares; 2018Q1: 3,523 shares 3,523 $370K 0.05% -70 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 6,376 shares; 2017Q3: 6,376 shares; 2017Q4: 6,376 shares; 2018Q1: 8,610 shares 8,610 $357K 0.04% +2,234 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,049 shares; 2017Q2: 1,019 shares; 2017Q3: 987 shares; 2017Q4: 1,043 shares; 2018Q1: 1,013 shares 1,013 $354K 0.04% -30 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 3,589 shares; 2017Q3: 5,607 shares; 2017Q4: 5,917 shares; 2018Q1: 6,944 shares 6,944 $350K 0.04% +1,027 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,209 shares; 2017Q2: 4,816 shares; 2017Q3: 3,581 shares; 2017Q4: 3,581 shares; 2018Q1: 3,581 shares 3,581 $349K 0.04% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,226 shares; 2018Q1: 1,599 shares 1,599 $349K 0.04% +373 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,592 shares; 2017Q2: 4,884 shares; 2017Q3: 5,718 shares; 2017Q4: 8,454 shares; 2018Q1: 4,585 shares 4,585 $346K 0.04% -3,869 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,170 shares; 2017Q2: 5,398 shares; 2017Q3: 5,359 shares; 2017Q4: 5,229 shares; 2018Q1: 5,430 shares 5,430 $343K 0.04% +201 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,332 shares; 2017Q2: 4,217 shares; 2017Q3: 3,220 shares; 2017Q4: 4,365 shares; 2018Q1: 4,732 shares 4,732 $343K 0.04% +367 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,215 shares; 2017Q4: 1,520 shares; 2018Q1: 1,704 shares 1,704 $341K 0.04% +184 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 10,018 shares; 2017Q4: 11,964 shares; 2018Q1: 12,075 shares 12,075 $340K 0.04% +111 BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 5,630 shares; 2018Q1: 5,811 shares 5,811 $335K 0.04% +181 Timeline PRAXAIR INC PRAXAIR INC More: the full row for PRAXAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,565 shares; 2018Q1: 2,322 shares 2,322 $335K 0.04% +757 BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 11,046 shares; 2017Q2: 8,397 shares; 2017Q3: not reported; 2017Q4: 10,816 shares; 2018Q1: 11,037 shares 11,037 $332K 0.04% +221 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,864 shares; 2017Q2: 2,864 shares; 2017Q3: 2,864 shares; 2017Q4: 2,864 shares; 2018Q1: 2,864 shares 2,864 $327K 0.04% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 549 shares; 2017Q2: 661 shares; 2017Q3: 872 shares; 2017Q4: 883 shares; 2018Q1: 951 shares 951 $327K 0.04% +68 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,193 shares; 2017Q2: 5,404 shares; 2017Q3: 5,416 shares; 2017Q4: 5,885 shares; 2018Q1: 5,245 shares 5,245 $327K 0.04% -640 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 9,098 shares; 2017Q2: 8,987 shares; 2017Q3: 8,492 shares; 2017Q4: 8,168 shares; 2018Q1: 6,006 shares 6,006 $320K 0.04% -2,162 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,325 shares; 2017Q2: 4,259 shares; 2017Q3: 4,924 shares; 2017Q4: 5,772 shares; 2018Q1: 6,159 shares 6,159 $317K 0.04% +387 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 40,579 shares; 2017Q2: 5,496 shares; 2017Q3: 5,589 shares; 2017Q4: 5,060 shares; 2018Q1: 5,008 shares 5,008 $316K 0.04% -52 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,588 shares; 2017Q2: 6,606 shares; 2017Q3: 5,969 shares; 2017Q4: 6,183 shares; 2018Q1: 6,732 shares 6,732 $316K 0.04% +549 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 15,952 shares; 2017Q2: 17,277 shares; 2017Q3: 18,226 shares; 2017Q4: 17,668 shares; 2018Q1: 17,873 shares 17,873 $316K 0.04% +205 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,028 shares; 2017Q2: 1,126 shares; 2017Q3: 1,126 shares; 2017Q4: 1,140 shares; 2018Q1: 1,140 shares 1,140 $312K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 4,784 shares; 2017Q3: 5,751 shares; 2017Q4: 5,749 shares; 2018Q1: 5,760 shares 5,760 $311K 0.04% +11 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,327 shares; 2017Q2: 5,099 shares; 2017Q3: 4,760 shares; 2017Q4: 4,827 shares; 2018Q1: 4,740 shares 4,740 $311K 0.04% -87 WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,885 shares; 2017Q2: 5,180 shares; 2017Q3: 5,125 shares; 2017Q4: 5,755 shares; 2018Q1: 5,699 shares 5,699 $310K 0.04% -56 Timeline Vaneck Vectors AMT-Free Int… Vaneck Vectors AMT-Free Inter More: the full row for Vaneck Vectors AMT-Free Inter Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 12,920 shares; 2017Q4: 12,920 shares; 2018Q1: 13,193 shares 13,193 $310K 0.04% +273 XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,146 shares; 2017Q2: 5,421 shares; 2017Q3: 5,098 shares; 2017Q4: 5,098 shares; 2018Q1: 5,880 shares 5,880 $309K 0.04% +782 Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 1,912 shares 1,912 $309K 0.04% new PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,555 shares; 2017Q2: 4,487 shares; 2017Q3: 4,826 shares; 2017Q4: 3,974 shares; 2018Q1: 3,136 shares 3,136 $301K 0.04% -838 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,744 shares; 2017Q2: 10,330 shares; 2017Q3: 10,643 shares; 2017Q4: 11,451 shares; 2018Q1: 10,499 shares 10,499 $301K 0.04% -952 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,463 shares; 2017Q4: 1,971 shares; 2018Q1: 2,018 shares 2,018 $299K 0.04% +47 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 9,724 shares; 2017Q2: 9,554 shares; 2017Q3: 10,677 shares; 2017Q4: 11,347 shares; 2018Q1: 3,208 shares 3,208 $299K 0.04% -8,139 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 16,256 shares; 2017Q2: 15,038 shares; 2017Q3: 13,942 shares; 2017Q4: 14,211 shares; 2018Q1: 3,158 shares 3,158 $293K 0.04% -11,053 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 14,749 shares; 2017Q2: 14,158 shares; 2017Q3: 10,347 shares; 2017Q4: 8,205 shares; 2018Q1: 7,310 shares 7,310 $293K 0.04% -895 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,397 shares; 2017Q2: 2,727 shares; 2017Q3: 2,727 shares; 2017Q4: 2,477 shares; 2018Q1: 1,700 shares 1,700 $293K 0.04% -777 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,832 shares; 2017Q2: 1,818 shares; 2017Q3: 1,818 shares; 2017Q4: 1,818 shares; 2018Q1: 1,908 shares 1,908 $293K 0.04% +90 Timeline NATIONAL OILWELL VARCO INC NATIONAL OILWELL VARCO INC More: the full row for NATIONAL OILWELL VARCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,580 shares; 2017Q2: 7,580 shares; 2017Q3: 7,580 shares; 2017Q4: 7,580 shares; 2018Q1: 7,941 shares 7,941 $293K 0.04% +361 NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,890 shares; 2017Q2: 1,596 shares; 2017Q3: 1,646 shares; 2017Q4: 1,712 shares; 2018Q1: 1,786 shares 1,786 $292K 0.04% +74 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,364 shares; 2017Q4: 1,216 shares; 2018Q1: 1,261 shares 1,261 $292K 0.04% +45 Timeline HARRIS CORP INC HARRIS CORP INC More: the full row for HARRIS CORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,998 shares; 2017Q2: 2,068 shares; 2017Q3: 1,900 shares; 2017Q4: 1,840 shares; 2018Q1: 1,789 shares 1,789 $289K 0.04% -51 HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 13,763 shares; 2017Q3: 13,385 shares; 2017Q4: 13,553 shares; 2018Q1: 13,057 shares 13,057 $288K 0.04% -496 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,593 shares; 2017Q2: 10,330 shares; 2017Q3: 10,095 shares; 2017Q4: 9,754 shares; 2018Q1: 9,258 shares 9,258 $287K 0.04% -496 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 11,508 shares; 2017Q2: 11,508 shares; 2017Q3: 11,508 shares; 2017Q4: 11,413 shares; 2018Q1: 11,214 shares 11,214 $287K 0.04% -199 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 3,822 shares; 2017Q4: 4,174 shares; 2018Q1: 4,451 shares 4,451 $280K 0.04% +277 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,352 shares; 2018Q1: 2,568 shares 2,568 $273K 0.03% +216 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,385 shares; 2017Q2: 2,535 shares; 2017Q3: 2,812 shares; 2017Q4: 2,598 shares; 2018Q1: 2,178 shares 2,178 $270K 0.03% -420 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 16,548 shares; 2017Q2: 19,024 shares; 2017Q3: 19,330 shares; 2017Q4: 10,842 shares; 2018Q1: 11,071 shares 11,071 $269K 0.03% +229 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 5,106 shares 5,106 $268K 0.03% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 3,532 shares; 2017Q4: 3,787 shares; 2018Q1: 4,001 shares 4,001 $268K 0.03% +214 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,456 shares; 2017Q2: 3,291 shares; 2017Q3: 3,069 shares; 2017Q4: 2,561 shares; 2018Q1: 2,423 shares 2,423 $267K 0.03% -138 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 5,499 shares 5,499 $265K 0.03% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 5,064 shares; 2017Q4: 5,195 shares; 2018Q1: 5,150 shares 5,150 $261K 0.03% -45 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,450 shares; 2017Q2: 1,723 shares; 2017Q3: 1,585 shares; 2017Q4: 1,500 shares; 2018Q1: 1,413 shares 1,413 $261K 0.03% -87 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,998 shares; 2017Q4: 1,998 shares; 2018Q1: 1,998 shares 1,998 $260K 0.03% 0 Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,971 shares; 2017Q4: 2,520 shares; 2018Q1: 2,808 shares 2,808 $260K 0.03% +288 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 49,921 shares; 2017Q2: 38,698 shares; 2017Q3: 29,261 shares; 2017Q4: 38,045 shares; 2018Q1: 38,395 shares 38,395 $255K 0.03% +350 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 13,387 shares; 2017Q2: 13,090 shares; 2017Q3: 21,881 shares; 2017Q4: 20,941 shares; 2018Q1: 21,034 shares 21,034 $251K 0.03% +93 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 24,901 shares; 2017Q2: 25,119 shares; 2017Q3: 24,998 shares; 2017Q4: 25,187 shares; 2018Q1: 5,753 shares 5,753 $250K 0.03% -19,434 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 763 shares 763 $247K 0.03% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 3,550 shares; 2017Q4: 3,316 shares; 2018Q1: 2,244 shares 2,244 $247K 0.03% -1,072 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,768 shares; 2017Q2: 5,614 shares; 2017Q3: 5,614 shares; 2017Q4: 5,562 shares; 2018Q1: 5,470 shares 5,470 $246K 0.03% -92 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,030 shares; 2017Q2: 3,331 shares; 2017Q3: 2,575 shares; 2017Q4: 2,909 shares; 2018Q1: 2,336 shares 2,336 $244K 0.03% -573 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,415 shares; 2017Q2: 4,258 shares; 2017Q3: 4,138 shares; 2017Q4: 4,252 shares; 2018Q1: 3,731 shares 3,731 $244K 0.03% -521 ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 10,169 shares; 2017Q3: 9,644 shares; 2017Q4: 9,644 shares; 2018Q1: 9,644 shares 9,644 $244K 0.03% 0 SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,458 shares; 2017Q2: 2,723 shares; 2017Q3: 2,673 shares; 2017Q4: 2,664 shares; 2018Q1: 2,665 shares 2,665 $243K 0.03% +1 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,347 shares; 2017Q2: 6,227 shares; 2017Q3: 6,227 shares; 2017Q4: 6,602 shares; 2018Q1: 6,563 shares 6,563 $243K 0.03% -39 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,438 shares; 2017Q2: 2,438 shares; 2017Q3: 2,438 shares; 2017Q4: 2,438 shares; 2018Q1: 2,438 shares 2,438 $241K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 4,194 shares; 2017Q4: 4,002 shares; 2018Q1: 4,308 shares 4,308 $240K 0.03% +306 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,507 shares; 2017Q2: 7,479 shares; 2017Q3: 7,600 shares; 2017Q4: 6,482 shares; 2018Q1: 6,209 shares 6,209 $238K 0.03% -273 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 2,748 shares 2,748 $237K 0.03% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 339 shares; 2017Q2: not reported; 2017Q3: 350 shares; 2017Q4: 357 shares; 2018Q1: 365 shares 365 $237K 0.03% +8 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 821 shares; 2018Q1: 837 shares 837 $235K 0.03% +16 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,903 shares; 2017Q2: 4,222 shares; 2017Q3: 4,273 shares; 2017Q4: 4,728 shares; 2018Q1: 4,676 shares 4,676 $235K 0.03% -52 Timeline RELX NV RELX NV More: the full row for RELX NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,337 shares; 2017Q2: 12,251 shares; 2017Q3: 11,603 shares; 2017Q4: 11,082 shares; 2018Q1: 11,278 shares 11,278 $234K 0.03% +196 PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 26,775 shares; 2017Q2: 29,564 shares; 2017Q3: 36,349 shares; 2017Q4: 39,391 shares; 2018Q1: 6,198 shares 6,198 $233K 0.03% -33,193 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,722 shares; 2017Q2: 3,978 shares; 2017Q3: 1,449 shares; 2017Q4: 1,644 shares; 2018Q1: 1,475 shares 1,475 $231K 0.03% -169 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 24,742 shares; 2017Q2: 27,835 shares; 2017Q3: 29,816 shares; 2017Q4: 29,479 shares; 2018Q1: 27,456 shares 27,456 $217K 0.03% -2,023 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,639 shares; 2017Q2: 7,662 shares; 2017Q3: 5,088 shares; 2017Q4: 3,945 shares; 2018Q1: 3,479 shares 3,479 $217K 0.03% -466 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 6,041 shares 6,041 $214K 0.03% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,023 shares; 2017Q2: 2,485 shares; 2017Q3: 2,499 shares; 2017Q4: 2,476 shares; 2018Q1: 1,721 shares 1,721 $212K 0.03% -755 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 4,425 shares 4,425 $211K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,416 shares; 2017Q2: 3,535 shares; 2017Q3: 3,525 shares; 2017Q4: 3,774 shares; 2018Q1: 3,068 shares 3,068 $210K 0.03% -706 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,739 shares; 2017Q2: 3,821 shares; 2017Q3: 3,246 shares; 2017Q4: 2,554 shares; 2018Q1: 2,621 shares 2,621 $209K 0.03% +67 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,419 shares; 2017Q2: 4,682 shares; 2017Q3: 4,889 shares; 2017Q4: 4,939 shares; 2018Q1: 4,539 shares 4,539 $208K 0.03% -400 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,286 shares; 2017Q4: 1,327 shares; 2018Q1: 1,206 shares 1,206 $206K 0.03% -121 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,871 shares; 2018Q1: 1,927 shares 1,927 $205K 0.03% +56 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,705 shares; 2017Q2: 2,473 shares; 2017Q3: 2,507 shares; 2017Q4: not reported; 2018Q1: 2,033 shares 2,033 $202K 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 6,110 shares; 2018Q1: 6,110 shares 6,110 $202K 0.03% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 3,484 shares 3,484 $200K 0.03% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 10,598 shares; 2017Q3: 11,004 shares; 2017Q4: 10,942 shares; 2018Q1: 12,643 shares 12,643 $197K 0.02% +1,701 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 10,960 shares; 2018Q1: 10,960 shares 10,960 $156K 0.02% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 12,780 shares; 2017Q3: 12,115 shares; 2017Q4: 12,363 shares; 2018Q1: 12,753 shares 12,753 $113K 0.01% +390 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 40,398 shares; 2017Q2: 41,078 shares; 2017Q3: 42,376 shares; 2017Q4: 41,826 shares; 2018Q1: 13,305 shares 13,305 $113K 0.01% -28,521 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 60,379 shares; 2017Q2: 71,417 shares; 2017Q3: 19,934 shares; 2017Q4: 28,660 shares; 2018Q1: 28,865 shares 28,865 $107K 0.01% +205 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,592 shares; 2017Q2: not reported; 2017Q3: 11,362 shares; 2017Q4: 10,870 shares; 2018Q1: 15,122 shares 15,122 $99K 0.01% +4,252 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,688 shares; 2017Q2: 10,203 shares; 2017Q3: 12,862 shares; 2017Q4: 12,583 shares; 2018Q1: 12,699 shares 12,699 $92K 0.01% +116 Timeline