LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 182,601 shares; 2014Q2: 185,875 shares; 2014Q3: 173,352 shares; 2014Q4: 160,831 shares 160,831 $19.2M 2.68% -12,521 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 37,958 shares; 2014Q2: 60,924 shares; 2014Q3: 82,278 shares; 2014Q4: 203,538 shares 203,538 $18.5M 2.57% +121,260 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 226,713 shares; 2014Q2: 175,954 shares; 2014Q3: 162,463 shares; 2014Q4: 151,544 shares 151,544 $16.6M 2.31% -10,919 Timeline 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 252,832 shares; 2014Q2: 230,274 shares; 2014Q3: 217,384 shares; 2014Q4: 357,074 shares 357,074 $14.3M 1.99% +139,690 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 107,327 shares; 2014Q2: 116,919 shares; 2014Q3: 115,126 shares; 2014Q4: 227,630 shares 227,630 $14M 1.95% +112,504 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 324,676 shares; 2014Q2: 335,076 shares; 2014Q3: 357,123 shares; 2014Q4: 352,551 shares 352,551 $13.9M 1.93% -4,572 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 48,231 shares; 2014Q2: 129,392 shares; 2014Q3: 143,400 shares; 2014Q4: 159,819 shares 159,819 $12.9M 1.8% +16,419 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 125,775 shares; 2014Q2: 94,647 shares; 2014Q3: 91,005 shares; 2014Q4: 148,738 shares 148,738 $12.6M 1.75% +57,733 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 231,336 shares; 2014Q2: 234,597 shares; 2014Q3: 225,692 shares; 2014Q4: 254,022 shares 254,022 $12.2M 1.7% +28,330 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 2,820 shares; 2014Q3: not reported; 2014Q4: 94,955 shares 94,955 $10.5M 1.46% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 14,372 shares; 2014Q2: not reported; 2014Q3: 101,743 shares; 2014Q4: 92,458 shares 92,458 $10.4M 1.45% -9,285 Timeline TORTOISE ENERGY INFRA CORP TORTOISE ENERGY INFRA CORP More: the full row for TORTOISE ENERGY INFRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 215,154 shares; 2014Q2: 219,643 shares; 2014Q3: 231,431 shares; 2014Q4: 228,776 shares 228,776 $10M 1.4% -2,655 CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 78,129 shares; 2014Q3: 146,351 shares; 2014Q4: 208,116 shares 208,116 $9.77M 1.36% +61,765 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 446,870 shares; 2014Q2: 417,200 shares; 2014Q3: 433,850 shares; 2014Q4: 425,869 shares 425,869 $9.72M 1.35% -7,981 Timeline KRAFT FOODS GROUP INC KRAFT FOODS GROUP INC More: the full row for KRAFT FOODS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 52,454 shares; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 147,836 shares 147,836 $9.36M 1.3% new STAPLES INC STAPLES INC More: the full row for STAPLES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 543,232 shares; 2014Q4: 504,726 shares 504,726 $9.18M 1.28% -38,506 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 398,194 shares; 2014Q2: 358,505 shares; 2014Q3: 288,599 shares; 2014Q4: 240,499 shares 240,499 $9.11M 1.27% -48,100 Timeline XLK 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 371,286 shares; 2014Q2: 212,240 shares; 2014Q3: 224,818 shares; 2014Q4: 212,727 shares 212,727 $8.78M 1.22% -12,091 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 364,865 shares; 2014Q2: 384,051 shares; 2014Q3: 316,976 shares; 2014Q4: 301,327 shares 301,327 $8.69M 1.21% -15,649 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 122,208 shares; 2014Q4: 111,573 shares 111,573 $8.55M 1.19% -10,635 Timeline DR PEPPER SNAPPLE GROUP INC DR PEPPER SNAPPLE GROUP INC More: the full row for DR PEPPER SNAPPLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 124,405 shares; 2014Q2: not reported; 2014Q3: 126,957 shares; 2014Q4: 117,649 shares 117,649 $8.55M 1.19% -9,308 SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 201,979 shares; 2014Q2: 204,056 shares; 2014Q3: 282,337 shares; 2014Q4: 278,427 shares 278,427 $8.54M 1.19% -3,910 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 184,182 shares; 2014Q2: 181,854 shares; 2014Q3: 184,068 shares; 2014Q4: 174,264 shares 174,264 $8.34M 1.16% -9,804 Timeline SYMANTEC CORP SYMANTEC CORP More: the full row for SYMANTEC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 321,686 shares; 2014Q3: 327,513 shares; 2014Q4: 312,717 shares 312,717 $8.09M 1.13% -14,796 DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 126,705 shares; 2014Q2: 126,955 shares; 2014Q3: 127,109 shares; 2014Q4: 119,646 shares 119,646 $8.01M 1.11% -7,463 Timeline WADDELL & REED FINL INC WADDELL & REED FINL INC More: the full row for WADDELL & REED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 157,741 shares 157,741 $7.88M 1.1% new 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 66,830 shares 66,830 $7.82M 1.09% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 61,563 shares; 2014Q4: 58,770 shares 58,770 $7.71M 1.07% -2,793 Timeline 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 38,855 shares; 2014Q2: not reported; 2014Q3: 87,756 shares; 2014Q4: 84,990 shares 84,990 $7.68M 1.07% -2,766 Timeline HCP INC HCP INC More: the full row for HCP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 168,421 shares; 2014Q2: 170,581 shares; 2014Q3: 176,285 shares; 2014Q4: 169,452 shares 169,452 $7.52M 1.05% -6,833 MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 86,785 shares; 2014Q2: 87,099 shares; 2014Q3: 76,952 shares; 2014Q4: 67,817 shares 67,817 $7.48M 1.04% -9,135 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 66,464 shares; 2014Q4: 64,739 shares 64,739 $7.46M 1.04% -1,725 ALTERA CORP ALTERA CORP More: the full row for ALTERA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 204,933 shares; 2014Q4: 197,330 shares 197,330 $7.37M 1.03% -7,603 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 127,423 shares; 2014Q2: 128,083 shares; 2014Q3: 131,677 shares; 2014Q4: 126,479 shares 126,479 $7.25M 1.01% -5,198 Timeline POWERSHARES ETF TR II S&P50… POWERSHARES ETF TR II S&P500 L More: the full row for POWERSHARES ETF TR II S&P500 L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 358,506 shares; 2014Q2: 227,408 shares; 2014Q3: 204,520 shares; 2014Q4: 189,632 shares 189,632 $7.2M 1% -14,888 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 132,289 shares; 2014Q2: 132,706 shares; 2014Q3: 137,714 shares; 2014Q4: 133,594 shares 133,594 $7.2M 1% -4,120 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 236,216 shares; 2014Q4: 229,709 shares 229,709 $7.07M 0.98% -6,507 CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 195,397 shares; 2014Q4: 191,080 shares 191,080 $7.03M 0.98% -4,317 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 101,189 shares; 2014Q4: 98,831 shares 98,831 $6.97M 0.97% -2,358 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 114,913 shares; 2014Q2: 117,550 shares; 2014Q3: 122,772 shares; 2014Q4: 119,691 shares 119,691 $6.96M 0.97% -3,081 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 81,980 shares; 2014Q2: 83,681 shares; 2014Q3: 88,102 shares; 2014Q4: 86,516 shares 86,516 $6.95M 0.97% -1,586 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 201,706 shares; 2014Q2: 210,506 shares; 2014Q3: 228,217 shares; 2014Q4: 222,013 shares 222,013 $6.95M 0.97% -6,204 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 93,325 shares; 2014Q4: 91,761 shares 91,761 $6.92M 0.96% -1,564 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 150,837 shares; 2014Q4: 146,574 shares 146,574 $6.89M 0.96% -4,263 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 84,398 shares; 2014Q2: 71,466 shares; 2014Q3: 73,591 shares; 2014Q4: 60,925 shares 60,925 $6.84M 0.95% -12,666 Timeline DU PONT E I DE NEMOURS & CO DU PONT E I DE NEMOURS & CO More: the full row for DU PONT E I DE NEMOURS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 3,100 shares; 2014Q4: 90,651 shares 90,651 $6.8M 0.95% +87,551 CORECIVIC INC CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 176,842 shares; 2014Q3: 186,667 shares; 2014Q4: 183,056 shares 183,056 $6.75M 0.94% -3,611 PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 73,681 shares 73,681 $6.74M 0.94% new Timeline M.D.C. HOLDINGS INC M.D.C. HOLDINGS INC More: the full row for M.D.C. HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 102,900 shares; 2014Q2: 110,600 shares; 2014Q3: 247,595 shares; 2014Q4: 244,957 shares 244,957 $6.57M 0.91% -2,638 BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 90,018 shares; 2014Q2: not reported; 2014Q3: 94,632 shares; 2014Q4: 92,393 shares 92,393 $6.56M 0.91% -2,239 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 69,400 shares; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 132,186 shares 132,186 $6.54M 0.91% new 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 87,094 shares; 2014Q2: 87,094 shares; 2014Q3: 84,578 shares; 2014Q4: 83,612 shares 83,612 $6.52M 0.91% -966 Timeline POWERSHARES GLOBAL ETF TRUST POWERSHARES GLOBAL ETF TRUST More: the full row for POWERSHARES GLOBAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 248,862 shares; 2014Q2: 256,342 shares; 2014Q3: 263,738 shares; 2014Q4: 255,281 shares 255,281 $6.48M 0.9% -8,457 IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 98,493 shares; 2014Q2: 100,374 shares; 2014Q3: 106,581 shares; 2014Q4: 105,758 shares 105,758 $6.44M 0.9% -823 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 72,125 shares; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 128,851 shares 128,851 $6.29M 0.88% new 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 172,311 shares; 2014Q2: 177,654 shares; 2014Q3: 207,448 shares; 2014Q4: 184,439 shares 184,439 $6.27M 0.87% -23,009 Timeline TUPPERWARE BRANDS CORP TUPPERWARE BRANDS CORP More: the full row for TUPPERWARE BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 95,390 shares 95,390 $6.09M 0.85% new LINEAR TECHNOLOGY CORP LINEAR TECHNOLOGY CORP More: the full row for LINEAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 130,197 shares 130,197 $6.03M 0.84% new SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 136,078 shares 136,078 $5.98M 0.83% new 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 85,930 shares 85,930 $5.84M 0.81% new 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 4,930 shares; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 48,044 shares 48,044 $5.82M 0.81% new Timeline KKR & CO LP KKR & CO LP More: the full row for KKR & CO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 247,464 shares 247,464 $5.8M 0.81% new 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 217,556 shares; 2014Q2: 246,370 shares; 2014Q3: 226,319 shares; 2014Q4: 495,666 shares 495,666 $5.68M 0.79% +269,347 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 140,641 shares; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 103,739 shares 103,739 $5.66M 0.79% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 53,155 shares; 2014Q2: 54,460 shares; 2014Q3: 46,952 shares; 2014Q4: 52,858 shares 52,858 $5.61M 0.78% +5,906 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 149,564 shares; 2014Q2: 60,882 shares; 2014Q3: 51,501 shares; 2014Q4: 51,988 shares 51,988 $5.47M 0.76% +487 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 27,666 shares; 2014Q2: 28,348 shares; 2014Q3: 32,214 shares; 2014Q4: 116,577 shares 116,577 $5.2M 0.72% +84,363 Timeline E M C CORP MASS E M C CORP MASS More: the full row for E M C CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 45,866 shares; 2014Q2: 48,918 shares; 2014Q3: 153,880 shares; 2014Q4: 155,666 shares 155,666 $4.65M 0.65% +1,786 VPL 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 102,812 shares; 2014Q2: 102,796 shares; 2014Q3: 84,033 shares; 2014Q4: 79,053 shares 79,053 $4.5M 0.63% -4,980 Timeline 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 46,809 shares; 2014Q2: 47,748 shares; 2014Q3: 49,986 shares; 2014Q4: 48,097 shares 48,097 $4.3M 0.6% -1,889 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 122,324 shares; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 71,554 shares 71,554 $4.19M 0.58% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 58,060 shares; 2014Q2: 7,391 shares; 2014Q3: not reported; 2014Q4: 52,490 shares 52,490 $3.54M 0.49% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 9,017 shares; 2014Q2: 65,517 shares; 2014Q3: 8,417 shares; 2014Q4: 52,100 shares 52,100 $3.54M 0.49% +43,683 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 71,493 shares; 2014Q2: 70,778 shares; 2014Q3: 51,455 shares; 2014Q4: 47,465 shares 47,465 $3.52M 0.49% -3,990 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 57,100 shares; 2014Q2: 63,200 shares; 2014Q3: 67,429 shares; 2014Q4: 65,744 shares 65,744 $3.51M 0.49% -1,685 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 43,859 shares; 2014Q2: 43,180 shares; 2014Q3: 34,029 shares; 2014Q4: 33,445 shares 33,445 $3.49M 0.49% -584 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 64,700 shares 64,700 $3.46M 0.48% new 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 54,019 shares; 2014Q2: 53,518 shares; 2014Q3: 38,452 shares; 2014Q4: 36,963 shares 36,963 $3.37M 0.47% -1,489 CITRIX SYSTEMS INC CITRIX SYSTEMS INC More: the full row for CITRIX SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 40,500 shares; 2014Q3: not reported; 2014Q4: 53,700 shares 53,700 $3.37M 0.47% new CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 53,200 shares 53,200 $3.19M 0.44% new Timeline EXPRESS SCRIPTS HLDG CO EXPRESS SCRIPTS HLDG CO More: the full row for EXPRESS SCRIPTS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 38,618 shares 38,618 $3.15M 0.44% new COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 38,800 shares 38,800 $3.15M 0.44% new Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 246,069 shares; 2014Q2: 396,249 shares; 2014Q3: 137,156 shares; 2014Q4: 130,944 shares 130,944 $3.14M 0.44% -6,212 BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 54,632 shares 54,632 $3.12M 0.43% new Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 233,147 shares; 2014Q2: 238,116 shares; 2014Q3: 248,735 shares; 2014Q4: 244,978 shares 244,978 $3.07M 0.43% -3,757 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 69,600 shares; 2014Q2: 58,200 shares; 2014Q3: not reported; 2014Q4: 69,400 shares 69,400 $3.02M 0.42% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 88,500 shares 88,500 $2.98M 0.41% 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 48,103 shares; 2014Q4: 48,293 shares 48,293 $2.94M 0.41% +190 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 31,614 shares; 2014Q2: 32,417 shares; 2014Q3: 40,187 shares; 2014Q4: 31,262 shares 31,262 $2.88M 0.4% -8,925 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 70,900 shares 70,900 $2.81M 0.39% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 9,212 shares; 2014Q2: 10,419 shares; 2014Q3: 10,323 shares; 2014Q4: 47,577 shares 47,577 $2.7M 0.38% +37,254 Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 117,347 shares; 2014Q2: 159,602 shares; 2014Q3: 125,665 shares; 2014Q4: 63,704 shares 63,704 $2.68M 0.37% -61,961 POWERSHARES ETF TRUST DWA T… POWERSHARES ETF TRUST DWA TECH More: the full row for POWERSHARES ETF TRUST DWA TECH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 71,205 shares; 2014Q2: 71,828 shares; 2014Q3: 57,727 shares; 2014Q4: 54,793 shares 54,793 $2.25M 0.31% -2,934 MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 45,597 shares; 2014Q2: 57,415 shares; 2014Q3: 66,255 shares; 2014Q4: 67,162 shares 67,162 $1.88M 0.26% +907 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 36,420 shares; 2014Q2: 38,144 shares; 2014Q3: 46,797 shares; 2014Q4: 40,160 shares 40,160 $1.86M 0.26% -6,637 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 22,849 shares; 2014Q2: 25,159 shares; 2014Q3: 30,744 shares; 2014Q4: 29,061 shares 29,061 $1.82M 0.25% -1,683 Timeline Chubb Corporation Chubb Corporation More: the full row for Chubb Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 13,449 shares; 2014Q2: 14,659 shares; 2014Q3: 16,712 shares; 2014Q4: 17,345 shares 17,345 $1.8M 0.25% +633 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 55,943 shares; 2014Q2: 59,374 shares; 2014Q3: 66,859 shares; 2014Q4: 64,251 shares 64,251 $1.78M 0.25% -2,608 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 7,544 shares; 2014Q2: 7,936 shares; 2014Q3: 9,458 shares; 2014Q4: 8,712 shares 8,712 $1.69M 0.23% -746 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 9,884 shares; 2014Q2: 10,717 shares; 2014Q3: 14,859 shares; 2014Q4: 22,541 shares 22,541 $1.69M 0.23% +7,682 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 23,908 shares; 2014Q2: 25,898 shares; 2014Q3: 28,431 shares; 2014Q4: 29,788 shares 29,788 $1.61M 0.22% +1,357 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 23,285 shares; 2014Q2: 24,048 shares; 2014Q3: 29,976 shares; 2014Q4: 32,345 shares 32,345 $1.6M 0.22% +2,369 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 41,698 shares; 2014Q2: 42,684 shares; 2014Q3: 51,710 shares; 2014Q4: 43,423 shares 43,423 $1.58M 0.22% -8,287 Timeline MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 17,843 shares; 2014Q2: 19,158 shares; 2014Q3: 23,221 shares; 2014Q4: 21,732 shares 21,732 $1.57M 0.22% -1,489 ROCKET COMPANIES CLA A CLAS… ROCKET COMPANIES CLA A CLASS A More: the full row for ROCKET COMPANIES CLA A CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 23,410 shares; 2014Q4: 25,339 shares 25,339 $1.54M 0.21% +1,929 WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 25,002 shares; 2014Q2: 28,842 shares; 2014Q3: 32,270 shares; 2014Q4: 34,450 shares 34,450 $1.51M 0.21% +2,180 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 20,741 shares; 2014Q2: 20,343 shares; 2014Q3: 22,229 shares; 2014Q4: 21,900 shares 21,900 $1.51M 0.21% -329 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 7,416 shares; 2014Q2: 8,048 shares; 2014Q3: 8,994 shares; 2014Q4: 9,146 shares 9,146 $1.49M 0.21% +152 Timeline HEWLETT PACKARD CO HEWLETT PACKARD CO More: the full row for HEWLETT PACKARD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 31,087 shares; 2014Q2: 33,414 shares; 2014Q3: 37,028 shares; 2014Q4: 36,867 shares 36,867 $1.47M 0.2% -161 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 8,806 shares; 2014Q2: 9,402 shares; 2014Q3: 10,440 shares; 2014Q4: 10,554 shares 10,554 $1.45M 0.2% +114 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 11,667 shares; 2014Q2: 12,549 shares; 2014Q3: 14,870 shares; 2014Q4: 13,711 shares 13,711 $1.45M 0.2% -1,159 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 8,107 shares; 2014Q2: 8,481 shares; 2014Q3: 10,517 shares; 2014Q4: 9,962 shares 9,962 $1.43M 0.2% -555 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 18,412 shares; 2014Q2: 19,568 shares; 2014Q3: 21,743 shares; 2014Q4: 21,424 shares 21,424 $1.4M 0.19% -319 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 36,491 shares; 2014Q2: 7,367 shares; 2014Q3: 10,044 shares; 2014Q4: 5,248 shares 5,248 $1.39M 0.19% -4,796 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 12,060 shares; 2014Q2: 12,921 shares; 2014Q3: 16,801 shares; 2014Q4: 15,423 shares 15,423 $1.33M 0.19% -1,378 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 11,320 shares; 2014Q2: 12,123 shares; 2014Q3: 13,445 shares; 2014Q4: 13,632 shares 13,632 $1.29M 0.18% +187 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 22,726 shares 22,726 $1.26M 0.18% new Timeline INDEXIQ ETF TR HDG MACTRK INDEXIQ ETF TR HDG MACTRK More: the full row for INDEXIQ ETF TR HDG MACTRK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 32,887 shares; 2014Q2: 38,086 shares; 2014Q3: 42,355 shares; 2014Q4: 45,722 shares 45,722 $1.16M 0.16% +3,367 TIME WARNER INC TIME WARNER INC More: the full row for TIME WARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 13,506 shares 13,506 $1.16M 0.16% new FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 7,143 shares; 2014Q2: 7,735 shares; 2014Q3: 8,899 shares; 2014Q4: 8,838 shares 8,838 $1.14M 0.16% -61 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 10,818 shares; 2014Q2: 11,313 shares; 2014Q3: 12,377 shares; 2014Q4: 13,024 shares 13,024 $1.12M 0.16% +647 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 13,889 shares; 2014Q2: 16,284 shares; 2014Q3: 19,634 shares; 2014Q4: 21,483 shares 21,483 $1.12M 0.16% +1,849 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 21,417 shares; 2014Q2: not reported; 2014Q3: 24,182 shares; 2014Q4: 24,792 shares 24,792 $1.11M 0.16% +610 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 10,188 shares; 2014Q2: 11,026 shares; 2014Q3: 12,401 shares; 2014Q4: 12,680 shares 12,680 $1.11M 0.15% +279 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 2,958 shares; 2014Q2: 3,292 shares; 2014Q3: 3,766 shares; 2014Q4: 4,000 shares 4,000 $1.09M 0.15% +234 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 14,491 shares; 2014Q2: 13,991 shares; 2014Q3: 10,791 shares; 2014Q4: 9,794 shares 9,794 $1.04M 0.14% -997 Timeline ENERGIZER HLDGS INC ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 7,764 shares; 2014Q2: 8,784 shares; 2014Q3: 10,009 shares; 2014Q4: 7,883 shares 7,883 $1.02M 0.14% -2,126 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 7,082 shares; 2014Q2: 7,773 shares; 2014Q3: 8,739 shares; 2014Q4: 9,325 shares 9,325 $1.02M 0.14% +586 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 9,143 shares; 2014Q2: 10,819 shares; 2014Q3: 12,293 shares; 2014Q4: 12,904 shares 12,904 $1.01M 0.14% +611 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 11,775 shares; 2014Q2: 12,654 shares; 2014Q3: 14,664 shares; 2014Q4: 14,823 shares 14,823 $976K 0.14% +159 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 12,883 shares 12,883 $941K 0.13% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 8,836 shares; 2014Q2: 9,740 shares; 2014Q3: 11,352 shares; 2014Q4: 11,700 shares 11,700 $911K 0.13% +348 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 38,100 shares; 2014Q3: 41,672 shares; 2014Q4: 13,476 shares 13,476 $900K 0.13% -28,196 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 11,360 shares; 2014Q2: 11,233 shares; 2014Q3: 10,509 shares; 2014Q4: 10,509 shares 10,509 $888K 0.12% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 12,407 shares; 2014Q3: 21,617 shares; 2014Q4: 10,915 shares 10,915 $839K 0.12% -10,702 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 42,348 shares; 2014Q2: 46,673 shares; 2014Q3: 53,619 shares; 2014Q4: 57,578 shares 57,578 $804K 0.11% +3,959 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 15,885 shares 15,885 $772K 0.11% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 6,535 shares; 2014Q2: 6,535 shares; 2014Q3: 5,415 shares; 2014Q4: 5,415 shares 5,415 $612K 0.09% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 1,756 shares; 2014Q2: 3,902 shares; 2014Q3: 14,391 shares; 2014Q4: 3,851 shares 3,851 $557K 0.08% -10,540 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 3,017 shares; 2014Q4: 6,896 shares 6,896 $547K 0.08% +3,879 Timeline XLI 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 162,004 shares; 2014Q2: not reported; 2014Q3: 7,393 shares; 2014Q4: 9,572 shares 9,572 $540K 0.08% +2,179 Timeline 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 4,830 shares; 2014Q3: 8,232 shares; 2014Q4: 10,880 shares 10,880 $526K 0.07% +2,648 Timeline XLY 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 5,870 shares; 2014Q4: 7,345 shares 7,345 $526K 0.07% +1,475 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 2,234 shares; 2014Q3: 3,811 shares; 2014Q4: 5,037 shares 5,037 $523K 0.07% +1,226 Timeline 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 11,350 shares; 2014Q2: 9,456 shares; 2014Q3: 15,945 shares; 2014Q4: 20,998 shares 20,998 $521K 0.07% +5,053 Timeline XLU 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 4,972 shares; 2014Q3: not reported; 2014Q4: 11,054 shares 11,054 $521K 0.07% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 2,811 shares; 2014Q2: 3,017 shares; 2014Q3: 3,074 shares; 2014Q4: 2,993 shares 2,993 $500K 0.07% -81 Timeline XLV 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 5,661 shares; 2014Q4: 7,332 shares 7,332 $497K 0.07% +1,671 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 66,343 shares; 2014Q2: 66,455 shares; 2014Q3: 72,450 shares; 2014Q4: 4,070 shares 4,070 $463K 0.06% -68,380 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 15,192 shares; 2014Q2: 12,208 shares; 2014Q3: 9,974 shares; 2014Q4: 9,071 shares 9,071 $443K 0.06% -903 Timeline NEW YORK REIT INC NEW YORK REIT INC More: the full row for NEW YORK REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 25,339 shares; 2014Q4: 41,590 shares 41,590 $439K 0.06% +16,251 FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 18,323 shares; 2014Q2: not reported; 2014Q3: 8,273 shares; 2014Q4: 7,966 shares 7,966 $399K 0.06% -307 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 3,897 shares; 2014Q2: 2,948 shares; 2014Q3: 7,492 shares; 2014Q4: 3,314 shares 3,314 $397K 0.06% -4,178 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 4,578 shares; 2014Q2: 4,588 shares; 2014Q3: 6,631 shares; 2014Q4: 3,982 shares 3,982 $381K 0.05% -2,649 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 2,100 shares; 2014Q2: 1,467 shares; 2014Q3: 4,935 shares; 2014Q4: 1,825 shares 1,825 $377K 0.05% -3,110 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 2,893 shares 2,893 $354K 0.05% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 3,400 shares; 2014Q4: 4,365 shares 4,365 $338K 0.05% +965 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 8,000 shares; 2014Q2: 8,000 shares; 2014Q3: 8,000 shares; 2014Q4: 8,000 shares 8,000 $336K 0.05% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 3,076 shares; 2014Q2: 3,011 shares; 2014Q3: 2,970 shares; 2014Q4: 2,898 shares 2,898 $333K 0.05% -72 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 2,763 shares; 2014Q2: 2,980 shares; 2014Q3: 2,986 shares; 2014Q4: 2,917 shares 2,917 $317K 0.04% -69 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 3,295 shares; 2014Q4: 3,075 shares 3,075 $280K 0.04% -220 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 3,163 shares; 2014Q3: 3,852 shares; 2014Q4: 3,837 shares 3,837 $274K 0.04% -15 NTTYY NTT, INC. AMERICAN DEPOSITARY More: the full row for NTT, INC. AMERICAN DEPOSITARY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 7,948 shares; 2014Q3: 8,872 shares; 2014Q4: 9,837 shares 9,837 $248K 0.03% +965 Timeline DWS Mun Income Tr DWS Mun Income Tr More: the full row for DWS Mun Income Tr Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 18,050 shares; 2014Q4: 18,050 shares 18,050 $241K 0.03% 0 EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 33,537 shares; 2014Q2: 31,935 shares; 2014Q3: 4,851 shares; 2014Q4: 3,684 shares 3,684 $225K 0.03% -1,167 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 9,333 shares; 2014Q4: 6,483 shares 6,483 $220K 0.03% -2,850 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 6,547 shares; 2014Q4: 6,084 shares 6,084 $213K 0.03% -463 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 785 shares 785 $211K 0.03% new Timeline UNILEVER N V UNILEVER N V More: the full row for UNILEVER N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 5,396 shares 5,396 $211K 0.03% new 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 1,977 shares 1,977 $208K 0.03% new Timeline SHIRE PLC SHIRE PLC More: the full row for SHIRE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 924 shares; 2014Q3: 908 shares; 2014Q4: 1,000 shares 1,000 $205K 0.03% +92 GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 247,810 shares; 2014Q2: 250,410 shares; 2014Q3: 11,017 shares; 2014Q4: 7,915 shares 7,915 $202K 0.03% -3,102 KEMET CORP KEMET CORP More: the full row for KEMET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 42,711 shares; 2014Q2: 42,711 shares; 2014Q3: 42,711 shares; 2014Q4: 42,711 shares 42,711 $179K 0.02% 0 NJDCY NIDEC CP (NIHON KABUSHIKI KAIS More: the full row for NIDEC CP (NIHON KABUSHIKI KAIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 10,373 shares; 2014Q4: 10,592 shares 10,592 $172K 0.02% +219 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: 12,646 shares; 2014Q3: 13,596 shares; 2014Q4: 13,559 shares 13,559 $169K 0.02% -37 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: 10,137 shares; 2014Q2: not reported; 2014Q3: 10,137 shares; 2014Q4: 10,137 shares 10,137 $116K 0.02% 0 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; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 11,060 shares; 2014Q4: 10,436 shares 10,436 $100K 0.01% -624 Timeline AEGON N V AEGON N V More: the full row for AEGON N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: restricted; 2013Q3: restricted; 2013Q4: restricted; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 13,593 shares 13,593 $98K 0.01% new