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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 46,050 shares; 2017Q2: 57,472 shares; 2017Q3: 82,712 shares; 2017Q4: 191,087 shares 191,087 $15.2M 3.91% +108,375 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 31,208 shares; 2017Q2: 34,213 shares; 2017Q3: 59,912 shares; 2017Q4: 77,717 shares 77,717 $10.3M 2.66% +17,805 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 63,995 shares; 2017Q2: 60,520 shares; 2017Q3: 72,385 shares; 2017Q4: 106,475 shares 106,475 $9.3M 2.4% +34,090 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 47,859 shares; 2017Q2: 47,217 shares; 2017Q3: 52,207 shares; 2017Q4: 51,514 shares 51,514 $8.72M 2.25% -693 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 45,111 shares; 2017Q2: 41,291 shares; 2017Q3: 50,791 shares; 2017Q4: 66,796 shares 66,796 $8.12M 2.09% +16,005 Timeline VEU 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 4,410 shares; 2017Q3: 87,360 shares; 2017Q4: 144,115 shares 144,115 $7.89M 2.03% +56,755 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,844 shares; 2017Q2: 5,850 shares; 2017Q3: 6,610 shares; 2017Q4: 6,285 shares 6,285 $6.62M 1.71% -325 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,495 shares; 2017Q2: 6,470 shares; 2017Q3: 34,000 shares; 2017Q4: 75,530 shares 75,530 $5.78M 1.49% +41,530 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 69,860 shares; 2017Q2: 71,505 shares; 2017Q3: 68,755 shares; 2017Q4: 71,790 shares 71,790 $5.34M 1.38% +3,035 Timeline BAYRY BAYER AG-SPONSORED ADR More: the full row for BAYER AG-SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,725 shares; 2017Q2: 37,110 shares; 2017Q3: 164,180 shares; 2017Q4: 167,775 shares 167,775 $5.22M 1.34% +3,595 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 69,605 shares; 2017Q2: 69,530 shares; 2017Q3: 80,340 shares; 2017Q4: 79,195 shares 79,195 $5.18M 1.34% -1,145 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 78,172 shares; 2017Q2: 65,797 shares; 2017Q3: 76,695 shares; 2017Q4: 80,765 shares 80,765 $5.17M 1.33% +4,070 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 44,142 shares; 2017Q2: 47,352 shares; 2017Q3: 50,422 shares; 2017Q4: 47,377 shares 47,377 $5.07M 1.31% -3,045 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 61,642 shares; 2017Q2: 60,977 shares; 2017Q3: 60,443 shares; 2017Q4: 58,817 shares 58,817 $5.03M 1.3% -1,626 Timeline 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 154,605 shares; 2017Q2: 152,135 shares; 2017Q3: 164,375 shares; 2017Q4: 165,090 shares 165,090 $4.87M 1.26% +715 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 30,481 shares; 2017Q2: 30,351 shares; 2017Q3: 33,441 shares; 2017Q4: 34,642 shares 34,642 $4.84M 1.25% +1,201 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 93,979 shares; 2017Q2: 88,429 shares; 2017Q3: 101,069 shares; 2017Q4: 91,929 shares 91,929 $4.72M 1.22% -9,140 Timeline WYNDHAM DESTINATIONS INC WYNDHAM DESTINATIONS INC More: the full row for WYNDHAM DESTINATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 41,125 shares; 2017Q2: 38,455 shares; 2017Q3: 41,310 shares; 2017Q4: 39,590 shares 39,590 $4.59M 1.18% -1,720 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 13,550 shares; 2017Q2: 15,405 shares; 2017Q3: 17,815 shares; 2017Q4: 17,945 shares 17,945 $4.57M 1.18% +130 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 50,940 shares; 2017Q2: 52,845 shares; 2017Q3: 63,735 shares; 2017Q4: 76,505 shares 76,505 $4.51M 1.16% +12,770 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 39,830 shares; 2017Q3: 53,580 shares; 2017Q4: 58,915 shares 58,915 $4.5M 1.16% +5,335 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,580 shares; 2017Q2: 8,605 shares; 2017Q3: 25,815 shares; 2017Q4: 31,275 shares 31,275 $4.45M 1.15% +5,460 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 38,125 shares; 2017Q4: 76,815 shares 76,815 $4.36M 1.12% +38,690 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 47,295 shares; 2017Q2: 48,390 shares; 2017Q3: 47,285 shares; 2017Q4: 49,560 shares 49,560 $4.21M 1.08% +2,275 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 73,557 shares; 2017Q2: 88,697 shares; 2017Q3: 100,587 shares; 2017Q4: 93,457 shares 93,457 $4.05M 1.04% -7,130 Timeline BROOKFIELD ASSET MANAGEMENT… BROOKFIELD ASSET MANAGEMENT IN More: the full row for BROOKFIELD ASSET MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 71,584 shares; 2017Q2: 70,239 shares; 2017Q3: 90,433 shares; 2017Q4: 89,210 shares 89,210 $3.88M 1% -1,223 GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 45,980 shares; 2017Q2: 46,090 shares; 2017Q3: 61,500 shares; 2017Q4: 74,205 shares 74,205 $3.87M 1% +12,705 SELECT INCOME REIT SELECT INCOME REIT More: the full row for SELECT INCOME REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 81,805 shares; 2017Q2: 106,495 shares; 2017Q3: 140,900 shares; 2017Q4: 151,930 shares 151,930 $3.82M 0.98% +11,030 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 32,070 shares; 2017Q2: 31,995 shares; 2017Q3: 39,840 shares; 2017Q4: 43,010 shares 43,010 $3.78M 0.97% +3,170 Timeline POWERSHARES ETF TR II S&P S… POWERSHARES ETF TR II S&P SMCP More: the full row for POWERSHARES ETF TR II S&P SMCP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 58,505 shares 58,505 $3.77M 0.97% new 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 65,588 shares; 2017Q2: 59,273 shares; 2017Q3: 55,183 shares; 2017Q4: 49,976 shares 49,976 $3.68M 0.95% -5,207 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 14,255 shares; 2017Q2: 15,530 shares; 2017Q3: 21,835 shares; 2017Q4: 23,531 shares 23,531 $3.65M 0.94% +1,696 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 122,526 shares; 2017Q2: 145,301 shares; 2017Q3: 199,709 shares; 2017Q4: 208,746 shares 208,746 $3.64M 0.94% +9,037 INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 72,871 shares; 2017Q2: 74,006 shares; 2017Q3: 90,006 shares; 2017Q4: 76,856 shares 76,856 $3.55M 0.91% -13,150 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 154,860 shares; 2017Q4: 168,735 shares 168,735 $3.53M 0.91% +13,875 LIBERTY INTERACTIVE CORP LIBERTY INTERACTIVE CORP More: the full row for LIBERTY INTERACTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 100,055 shares; 2017Q3: 158,075 shares; 2017Q4: 143,940 shares 143,940 $3.52M 0.91% -14,135 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 24,391 shares; 2017Q2: 24,316 shares; 2017Q3: 24,316 shares; 2017Q4: 24,541 shares 24,541 $3.5M 0.9% +225 Timeline 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 44,355 shares; 2017Q2: 46,115 shares; 2017Q3: 55,210 shares; 2017Q4: 57,670 shares 57,670 $3.44M 0.89% +2,460 Timeline ALLERGAN PLC ALLERGAN PLC More: the full row for ALLERGAN PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,720 shares; 2017Q2: 13,160 shares; 2017Q3: 15,730 shares; 2017Q4: 20,770 shares 20,770 $3.4M 0.88% +5,040 POWERSHARES S&P SMALLCAP POWERSHARES S&P SMALLCAP More: the full row for POWERSHARES S&P SMALLCAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 62,298 shares 62,298 $3.4M 0.88% new 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 43,455 shares; 2017Q2: 45,700 shares; 2017Q3: 51,990 shares; 2017Q4: 46,650 shares 46,650 $3.38M 0.87% -5,340 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 84,174 shares; 2017Q2: 74,749 shares; 2017Q3: 84,715 shares; 2017Q4: 79,715 shares 79,715 $3.35M 0.86% -5,000 Timeline MONSANTO CO NEW MONSANTO CO NEW More: the full row for MONSANTO CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 27,370 shares; 2017Q2: 26,105 shares; 2017Q3: 24,820 shares; 2017Q4: 27,955 shares 27,955 $3.27M 0.84% +3,135 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 52,062 shares; 2017Q2: 51,462 shares; 2017Q3: 50,862 shares; 2017Q4: 81,412 shares 81,412 $3.26M 0.84% +30,550 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 104,450 shares; 2017Q2: 88,195 shares; 2017Q3: 59,150 shares; 2017Q4: 62,255 shares 62,255 $3.2M 0.82% +3,105 Timeline GOVERNMENT PPTYS INCOME TR GOVERNMENT PPTYS INCOME TR More: the full row for GOVERNMENT PPTYS INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 86,635 shares; 2017Q2: 91,195 shares; 2017Q3: 157,645 shares; 2017Q4: 172,335 shares 172,335 $3.19M 0.82% +14,690 TORTOISE MIDSTRM ENERGY FD I TORTOISE MIDSTRM ENERGY FD I More: the full row for TORTOISE MIDSTRM ENERGY FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 102,630 shares; 2017Q2: 110,940 shares; 2017Q3: 159,660 shares; 2017Q4: 168,880 shares 168,880 $2.97M 0.76% +9,220 VSS 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 5,765 shares; 2017Q3: 15,150 shares; 2017Q4: 23,520 shares 23,520 $2.8M 0.72% +8,370 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 4,615 shares; 2017Q3: 10,600 shares; 2017Q4: 23,740 shares 23,740 $2.78M 0.72% +13,140 Timeline 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 29,165 shares; 2017Q2: 30,185 shares; 2017Q3: 29,925 shares; 2017Q4: 29,108 shares 29,108 $2.77M 0.71% -817 Proshares Short S&P Proshares Short S&P More: the full row for Proshares Short S&P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 11,075 shares; 2017Q2: 15,850 shares; 2017Q3: 26,000 shares; 2017Q4: 89,250 shares 89,250 $2.69M 0.69% +63,250 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,000 shares; 2017Q2: 3,050 shares; 2017Q3: 15,085 shares; 2017Q4: 23,680 shares 23,680 $2.64M 0.68% +8,595 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 33,365 shares; 2017Q2: 87,060 shares; 2017Q3: 81,175 shares; 2017Q4: 83,965 shares 83,965 $2.6M 0.67% +2,790 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,565 shares; 2017Q2: 9,040 shares; 2017Q3: 14,885 shares; 2017Q4: 16,905 shares 16,905 $2.59M 0.67% +2,020 Timeline 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 9,108 shares; 2017Q2: 9,058 shares; 2017Q3: 14,408 shares; 2017Q4: 27,913 shares 27,913 $2.55M 0.66% +13,505 IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 33,442 shares; 2017Q2: 33,387 shares; 2017Q3: 28,682 shares; 2017Q4: 28,542 shares 28,542 $2.54M 0.66% -140 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 42,240 shares; 2017Q2: 40,155 shares; 2017Q3: 36,855 shares; 2017Q4: 29,310 shares 29,310 $2.49M 0.64% -7,545 Timeline ALLIANZ SE FUNSPONSORED ADR… ALLIANZ SE FUNSPONSORED ADR 1 ADR… More: the full row for ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 161,805 shares; 2017Q2: 158,530 shares; 2017Q3: 141,315 shares; 2017Q4: 107,770 shares 107,770 $2.48M 0.64% -33,545 PRICELINE GRP INC PRICELINE GRP INC More: the full row for PRICELINE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,776 shares; 2017Q2: 1,577 shares; 2017Q3: 845 shares; 2017Q4: 1,400 shares 1,400 $2.43M 0.63% +555 NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 153,097 shares; 2017Q2: 160,877 shares; 2017Q3: 156,671 shares; 2017Q4: 171,046 shares 171,046 $2.4M 0.62% +14,375 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,215 shares; 2017Q2: 1,250 shares; 2017Q3: 2,300 shares; 2017Q4: 22,400 shares 22,400 $2.39M 0.62% +20,100 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 60,384 shares; 2017Q2: 60,259 shares; 2017Q3: 60,064 shares; 2017Q4: 63,314 shares 63,314 $2.39M 0.62% +3,250 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 13,185 shares; 2017Q4: 42,950 shares 42,950 $2.38M 0.61% +29,765 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 28,375 shares; 2017Q2: 28,290 shares; 2017Q3: 46,950 shares; 2017Q4: 70,015 shares 70,015 $2.37M 0.61% +23,065 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 76,650 shares; 2017Q2: 93,000 shares; 2017Q3: 191,110 shares; 2017Q4: 212,240 shares 212,240 $2.3M 0.59% +21,130 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 18,788 shares; 2017Q2: 18,763 shares; 2017Q3: 13,150 shares; 2017Q4: 13,005 shares 13,005 $2.3M 0.59% -145 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,580 shares; 2017Q2: 11,860 shares; 2017Q3: 19,025 shares; 2017Q4: 36,840 shares 36,840 $2.27M 0.58% +17,815 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 37,745 shares; 2017Q2: 36,655 shares; 2017Q3: 35,340 shares; 2017Q4: 30,710 shares 30,710 $2.25M 0.58% -4,630 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 25,350 shares; 2017Q4: 31,150 shares 31,150 $2.22M 0.57% +5,800 POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 26,460 shares; 2017Q4: 39,490 shares 39,490 $2.21M 0.57% +13,030 XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 141,816 shares; 2017Q2: 150,751 shares; 2017Q3: 145,815 shares; 2017Q4: 159,957 shares 159,957 $2.2M 0.57% +14,142 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 13,136 shares; 2017Q2: 11,336 shares; 2017Q3: 11,336 shares; 2017Q4: 17,991 shares 17,991 $2.16M 0.56% +6,655 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 15,113 shares; 2017Q2: 16,273 shares; 2017Q3: 17,133 shares; 2017Q4: 21,253 shares 21,253 $2.1M 0.54% +4,120 Timeline APACHE CORP APACHE CORP More: the full row for APACHE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 77,830 shares; 2017Q2: 65,140 shares; 2017Q3: 70,935 shares; 2017Q4: 49,755 shares 49,755 $2.1M 0.54% -21,180 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 15,275 shares; 2017Q2: 15,215 shares; 2017Q3: 14,950 shares; 2017Q4: 14,305 shares 14,305 $2.06M 0.53% -645 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,735 shares; 2017Q2: 6,145 shares; 2017Q3: 26,070 shares; 2017Q4: 27,765 shares 27,765 $2.06M 0.53% +1,695 Timeline TOTL 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 20,154 shares; 2017Q2: 38,179 shares; 2017Q3: 50,659 shares; 2017Q4: 41,659 shares 41,659 $2.03M 0.52% -9,000 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 33,605 shares; 2017Q3: 34,025 shares; 2017Q4: 44,465 shares 44,465 $2.02M 0.52% +10,440 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 21,235 shares; 2017Q2: 21,195 shares; 2017Q3: 32,070 shares; 2017Q4: 39,220 shares 39,220 $2M 0.51% +7,150 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 130,115 shares; 2017Q2: 139,215 shares; 2017Q3: 134,965 shares; 2017Q4: 149,965 shares 149,965 $1.98M 0.51% +15,000 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,138 shares; 2017Q2: 8,138 shares; 2017Q3: 12,758 shares; 2017Q4: 10,143 shares 10,143 $1.92M 0.5% -2,615 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 13,740 shares; 2017Q4: 15,065 shares 15,065 $1.89M 0.49% +1,325 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 22,005 shares; 2017Q2: 21,980 shares; 2017Q3: 73,810 shares; 2017Q4: 39,165 shares 39,165 $1.88M 0.49% -34,645 Timeline DISCOVERY INC DISCOVERY INC More: the full row for DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 28,430 shares; 2017Q2: 28,430 shares; 2017Q3: 28,280 shares; 2017Q4: 78,855 shares 78,855 $1.76M 0.45% +50,575 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,610 shares; 2017Q2: 6,635 shares; 2017Q3: 12,595 shares; 2017Q4: 24,170 shares 24,170 $1.75M 0.45% +11,575 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 18,864 shares; 2017Q2: 18,974 shares; 2017Q3: 18,448 shares; 2017Q4: 17,518 shares 17,518 $1.74M 0.45% -930 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 17,575 shares 17,575 $1.72M 0.44% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 13,716 shares; 2017Q2: 13,716 shares; 2017Q3: 13,656 shares; 2017Q4: 13,531 shares 13,531 $1.7M 0.44% -125 Timeline Direxion All Cap Insider Se… Direxion All Cap Insider Senti More: the full row for Direxion All Cap Insider Senti Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 11,605 shares; 2017Q2: 23,210 shares; 2017Q3: 23,660 shares; 2017Q4: 40,310 shares 40,310 $1.67M 0.43% +16,650 IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 14,987 shares; 2017Q2: 14,227 shares; 2017Q3: 14,087 shares; 2017Q4: 13,857 shares 13,857 $1.67M 0.43% -230 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,380 shares; 2017Q2: 5,380 shares; 2017Q3: 9,210 shares; 2017Q4: 17,295 shares 17,295 $1.64M 0.42% +8,085 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 17,755 shares; 2017Q2: 17,755 shares; 2017Q3: 17,615 shares; 2017Q4: 17,205 shares 17,205 $1.62M 0.42% -410 Timeline LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC More: the full row for LIBERTY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 35,117 shares; 2017Q4: 47,417 shares 47,417 $1.6M 0.41% +12,300 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 22,150 shares; 2017Q3: 42,025 shares; 2017Q4: 40,625 shares 40,625 $1.56M 0.4% -1,400 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,530 shares; 2017Q2: 12,280 shares; 2017Q3: 12,405 shares; 2017Q4: 20,060 shares 20,060 $1.54M 0.4% +7,655 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 74,730 shares; 2017Q2: 74,730 shares; 2017Q3: 39,905 shares; 2017Q4: 38,705 shares 38,705 $1.52M 0.39% -1,200 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 7,575 shares; 2017Q4: 21,310 shares 21,310 $1.5M 0.39% +13,735 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 5,680 shares; 2017Q4: 5,930 shares 5,930 $1.48M 0.38% +250 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 16,075 shares; 2017Q2: 15,305 shares; 2017Q3: 9,410 shares; 2017Q4: 9,185 shares 9,185 $1.48M 0.38% -225 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,695 shares; 2017Q2: 10,770 shares; 2017Q3: 10,425 shares; 2017Q4: 14,830 shares 14,830 $1.45M 0.37% +4,405 Timeline WEATHERFORD INTL INC ORD SHS WEATHERFORD INTL INC ORD SHS More: the full row for WEATHERFORD INTL INC ORD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 494,275 shares; 2017Q4: 334,300 shares 334,300 $1.39M 0.36% -159,975 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,030 shares; 2017Q2: 4,030 shares; 2017Q3: 6,230 shares; 2017Q4: 6,190 shares 6,190 $1.39M 0.36% -40 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 14,025 shares; 2017Q2: 17,600 shares; 2017Q3: 27,135 shares; 2017Q4: 22,910 shares 22,910 $1.39M 0.36% -4,225 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 35,326 shares; 2017Q2: 37,171 shares; 2017Q3: 45,771 shares; 2017Q4: 22,797 shares 22,797 $1.38M 0.36% -22,974 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 37,482 shares 37,482 $1.36M 0.35% new 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 9,205 shares; 2017Q4: 7,185 shares 7,185 $1.34M 0.34% -2,020 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 27,915 shares; 2017Q2: 24,730 shares; 2017Q3: 24,215 shares; 2017Q4: 23,405 shares 23,405 $1.29M 0.33% -810 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,131 shares; 2017Q2: 7,774 shares; 2017Q3: 12,324 shares; 2017Q4: 21,529 shares 21,529 $1.21M 0.31% +9,205 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,535 shares; 2017Q2: 2,535 shares; 2017Q3: 2,530 shares; 2017Q4: 2,320 shares 2,320 $1.19M 0.31% -210 FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 66,025 shares 66,025 $1.19M 0.31% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,250 shares; 2017Q2: 10,250 shares; 2017Q3: 15,525 shares; 2017Q4: 25,075 shares 25,075 $1.19M 0.31% +9,550 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 13,390 shares; 2017Q2: 12,400 shares; 2017Q3: 12,355 shares; 2017Q4: 11,070 shares 11,070 $1.16M 0.3% -1,285 Timeline COLONY NORTHSTAR INC COLONY NORTHSTAR INC More: the full row for COLONY NORTHSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 20,276 shares; 2017Q2: 70,071 shares; 2017Q3: 106,751 shares; 2017Q4: 100,121 shares 100,121 $1.14M 0.29% -6,630 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 25,375 shares 25,375 $1.14M 0.29% new Timeline CLAYMORE EXCHANGE TRD FD TR… CLAYMORE EXCHANGE TRD FD TR GUGG … More: the full row for CLAYMORE EXCHANGE TRD FD TR GUGG INSDR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 18,575 shares; 2017Q2: 18,560 shares; 2017Q3: 18,535 shares; 2017Q4: 18,020 shares 18,020 $1.12M 0.29% -515 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 45,360 shares; 2017Q2: 45,360 shares; 2017Q3: 45,360 shares; 2017Q4: 45,360 shares 45,360 $1.09M 0.28% 0 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 9,700 shares; 2017Q2: 8,610 shares; 2017Q3: 7,295 shares; 2017Q4: 7,135 shares 7,135 $1.08M 0.28% -160 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 15,600 shares; 2017Q3: not reported; 2017Q4: 30,000 shares 30,000 $1.07M 0.28% new NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,307 shares; 2017Q2: 11,885 shares; 2017Q3: 11,860 shares; 2017Q4: 11,860 shares 11,860 $996K 0.26% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 14,420 shares 14,420 $972K 0.25% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 25,013 shares 25,013 $966K 0.25% new Timeline CENTER COAST BRKFLD MLP ENRG CENTER COAST BRKFLD MLP ENRG More: the full row for CENTER COAST BRKFLD MLP ENRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 14,225 shares; 2017Q2: 14,825 shares; 2017Q3: 14,225 shares; 2017Q4: 95,260 shares 95,260 $949K 0.24% +81,035 SINCLAIR BROADCAST GROUP INC SINCLAIR BROADCAST GROUP INC More: the full row for SINCLAIR BROADCAST GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 32,820 shares; 2017Q2: 32,610 shares; 2017Q3: 26,685 shares; 2017Q4: 25,050 shares 25,050 $948K 0.24% -1,635 MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,240 shares; 2017Q2: 12,230 shares; 2017Q3: 8,425 shares; 2017Q4: 8,405 shares 8,405 $936K 0.24% -20 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 61,740 shares; 2017Q2: 91,915 shares; 2017Q3: 91,915 shares; 2017Q4: 76,915 shares 76,915 $935K 0.24% -15,000 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 37,360 shares; 2017Q4: 29,475 shares 29,475 $933K 0.24% -7,885 Timeline INVESCO WATER RESOURCES ETF INVESCO WATER RESOURCES ETF More: the full row for INVESCO WATER RESOURCES ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 33,093 shares; 2017Q2: 32,493 shares; 2017Q3: 31,293 shares; 2017Q4: 30,824 shares 30,824 $933K 0.24% -469 ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 11,820 shares; 2017Q2: 11,820 shares; 2017Q3: 12,090 shares; 2017Q4: 11,765 shares 11,765 $848K 0.22% -325 Timeline 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 35,095 shares; 2017Q2: 35,095 shares; 2017Q3: 28,370 shares; 2017Q4: 27,820 shares 27,820 $846K 0.22% -550 Timeline DELL TECHNOLOGIES INC CLASS… DELL TECHNOLOGIES INC CLASS CLASS… More: the full row for DELL TECHNOLOGIES INC CLASS CLASS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 10,157 shares; 2017Q2: 10,081 shares; 2017Q3: 9,770 shares; 2017Q4: 9,743 shares 9,743 $792K 0.2% -27 V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,968 shares; 2017Q2: 7,918 shares; 2017Q3: 7,068 shares; 2017Q4: 6,635 shares 6,635 $757K 0.2% -433 Timeline VGK 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 11,195 shares; 2017Q2: 11,195 shares; 2017Q3: 11,195 shares; 2017Q4: 12,720 shares 12,720 $752K 0.19% +1,525 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 12,098 shares; 2017Q2: 12,058 shares; 2017Q3: 11,724 shares; 2017Q4: 11,374 shares 11,374 $750K 0.19% -350 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,550 shares; 2017Q2: 6,550 shares; 2017Q3: 6,550 shares; 2017Q4: 6,550 shares 6,550 $725K 0.19% 0 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,730 shares; 2017Q2: 5,730 shares; 2017Q3: 5,730 shares; 2017Q4: 5,730 shares 5,730 $709K 0.18% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 7,695 shares; 2017Q2: 7,695 shares; 2017Q3: 5,745 shares; 2017Q4: 5,680 shares 5,680 $706K 0.18% -65 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 8,130 shares; 2017Q2: 8,130 shares; 2017Q3: 19,305 shares; 2017Q4: 19,730 shares 19,730 $701K 0.18% +425 SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 7,860 shares; 2017Q4: 7,860 shares 7,860 $686K 0.18% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 11,750 shares; 2017Q4: 12,575 shares 12,575 $654K 0.17% +825 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 6,856 shares; 2017Q2: 6,856 shares; 2017Q3: 6,856 shares; 2017Q4: 6,856 shares 6,856 $645K 0.17% 0 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 22,700 shares; 2017Q4: 18,725 shares 18,725 $623K 0.16% -3,975 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 9,400 shares; 2017Q4: 9,400 shares 9,400 $594K 0.15% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 3,010 shares 3,010 $582K 0.15% new 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4,770 shares 4,770 $570K 0.15% new PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 5,926 shares; 2017Q2: 5,739 shares; 2017Q3: 5,674 shares; 2017Q4: 5,624 shares 5,624 $569K 0.15% -50 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 10,300 shares; 2017Q4: 10,175 shares 10,175 $559K 0.14% -125 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 2,303 shares; 2017Q2: 2,300 shares; 2017Q3: 2,300 shares; 2017Q4: 2,300 shares 2,300 $526K 0.14% 0 Timeline BLACK KNIGHT INC COM BLACK KNIGHT INC COM More: the full row for BLACK KNIGHT INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 11,817 shares 11,817 $522K 0.13% new IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,015 shares; 2017Q2: 3,990 shares; 2017Q3: 3,650 shares; 2017Q4: 3,065 shares 3,065 $471K 0.12% -585 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,285 shares; 2017Q2: 3,960 shares; 2017Q3: 3,825 shares; 2017Q4: 3,805 shares 3,805 $428K 0.11% -20 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4,852 shares 4,852 $412K 0.11% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 4,280 shares; 2017Q2: 4,280 shares; 2017Q3: 4,255 shares; 2017Q4: 4,185 shares 4,185 $405K 0.1% -70 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 3,075 shares; 2017Q2: 4,275 shares; 2017Q3: 4,275 shares; 2017Q4: 3,945 shares 3,945 $330K 0.09% -330 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 1,775 shares; 2017Q2: 1,775 shares; 2017Q3: 1,525 shares; 2017Q4: 1,525 shares 1,525 $299K 0.08% 0 Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: 14,050 shares; 2017Q2: 13,825 shares; 2017Q3: 13,825 shares; 2017Q4: 13,825 shares 13,825 $258K 0.07% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,318 shares; 2017Q4: 1,318 shares 1,318 $227K 0.06% 0 Timeline