AMERICAN RLTY CAP PPTYS INC AMERICAN RLTY CAP PPTYS INC More: the full row for AMERICAN RLTY CAP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 1,697,409 shares; 2013Q3: 1,683,213 shares; 2013Q4: 1,670,349 shares; 2014Q1: 2,233,889 shares; 2014Q2: 2,274,058 shares; 2014Q3: 2,449,045 shares; 2014Q4: 16,364 shares 16,364 $1.81B 35.02% -2,432,681 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: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 922,771 shares; 2014Q3: 921,319 shares; 2014Q4: 10,140 shares 10,140 $958M 18.55% -911,179 KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 43,162 shares; 2013Q3: 46,862 shares; 2013Q4: 27,562 shares; 2014Q1: 24,412 shares; 2014Q2: 17,112 shares; 2014Q3: 17,112 shares; 2014Q4: 31,088 shares 31,088 $735M +13,976 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline AMER RLTY CAP HEALTHCAR TR … AMER RLTY CAP HEALTHCAR TR INC COM More: the full row for AMER RLTY CAP HEALTHCAR TR INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 948,180 shares; 2014Q3: 958,464 shares; 2014Q4: 8,661 shares 8,661 $728M 14.1% -949,803 CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 629,816 shares; 2013Q3: 624,804 shares; 2013Q4: 600,306 shares; 2014Q1: 598,299 shares; 2014Q2: 594,155 shares; 2014Q3: 594,260 shares; 2014Q4: 6,107 shares 6,107 $534M 10.34% -588,153 Timeline ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 293,214 shares; 2013Q3: 379,450 shares; 2013Q4: 385,581 shares; 2014Q1: 491,903 shares; 2014Q2: 511,468 shares; 2014Q3: 526,773 shares; 2014Q4: 8,771 shares 8,771 $501M -518,002 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 268,448 shares; 2014Q4: 5,734 shares 5,734 $295M -262,714 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 215,707 shares; 2013Q3: 214,572 shares; 2013Q4: 253,307 shares; 2014Q1: 217,765 shares; 2014Q2: 216,086 shares; 2014Q3: 216,294 shares; 2014Q4: 10,683 shares 10,683 $217M -205,611 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline AMERIGAS PARTNERS, LP AMERIGAS PARTNERS, LP More: the full row for AMERIGAS PARTNERS, LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 210,883 shares; 2013Q3: 209,262 shares; 2013Q4: 208,542 shares; 2014Q1: 209,387 shares; 2014Q2: 203,482 shares; 2014Q3: 202,312 shares; 2014Q4: 9,699 shares 9,699 $202M 3.92% -192,613 The CUSIP as filed is malformed. IBND 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: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 6,930 shares 6,930 $202M new Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 100,025 shares; 2013Q3: 100,532 shares; 2013Q4: 100,838 shares; 2014Q1: 100,543 shares; 2014Q2: 100,548 shares; 2014Q3: 201,106 shares; 2014Q4: 7,264 shares 7,264 $201M -193,842 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline CHY CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 157,811 shares; 2013Q3: 157,209 shares; 2013Q4: 154,404 shares; 2014Q1: 149,461 shares; 2014Q2: 190,608 shares; 2014Q3: 197,567 shares; 2014Q4: 2,766 shares 2,766 $200M 3.87% -194,801 Timeline MARKWEST ENERGY PARTNERS L P MARKWEST ENERGY PARTNERS L P More: the full row for MARKWEST ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 175,025 shares; 2013Q3: 176,205 shares; 2013Q4: 176,185 shares; 2014Q1: 176,250 shares; 2014Q2: 175,447 shares; 2014Q3: 175,513 shares; 2014Q4: 11,797 shares 11,797 $176M -163,716 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 137,911 shares; 2013Q3: 131,651 shares; 2013Q4: 126,154 shares; 2014Q1: 119,459 shares; 2014Q2: 118,394 shares; 2014Q3: 112,506 shares; 2014Q4: 11,115 shares 11,115 $141M 2.73% -101,391 Timeline CLAYMORE EXCHANGE TRD FD TR CLAYMORE EXCHANGE TRD FD TR More: the full row for CLAYMORE EXCHANGE TRD FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 4,947 shares; 2014Q3: 4,947 shares; 2014Q4: 5,417 shares 5,417 $109M +470 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 115,928 shares; 2013Q3: 121,163 shares; 2013Q4: 120,749 shares; 2014Q1: 119,454 shares; 2014Q2: 110,733 shares; 2014Q3: 110,520 shares; 2014Q4: 1,517 shares 1,517 $103M -109,003 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2013Q2: 78,655 shares; 2013Q3: 74,244 shares; 2013Q4: 66,861 shares; 2014Q1: 66,250 shares; 2014Q2: 66,384 shares; 2014Q3: 64,526 shares; 2014Q4: 1,663 shares 1,663 $65.8M -62,863 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. DCP MIDSTREAM LP DCP MIDSTREAM LP More: the full row for DCP MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 54,455 shares; 2013Q3: 54,471 shares; 2013Q4: 54,488 shares; 2014Q1: 54,504 shares; 2014Q2: 54,520 shares; 2014Q3: 54,537 shares; 2014Q4: 2,478 shares 2,478 $54.6M -52,059 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. FIDUCIARY CLAYMORE ENGRY INF FIDUCIARY CLAYMORE ENGRY INF More: the full row for FIDUCIARY CLAYMORE ENGRY INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 70,477 shares; 2013Q3: 70,477 shares; 2013Q4: 62,477 shares; 2014Q1: 62,477 shares; 2014Q2: 51,177 shares; 2014Q3: 51,177 shares; 2014Q4: 1,337 shares 1,337 $51.2M -49,840 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2013Q2: 217,247 shares; 2013Q3: 207,194 shares; 2013Q4: 235,430 shares; 2014Q1: 48,396 shares; 2014Q2: 48,666 shares; 2014Q3: 51,387 shares; 2014Q4: 1,710 shares 1,710 $50.9M -49,677 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 1,197 shares 1,197 $49.8M new Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2013Q2: 48,548 shares; 2013Q3: 48,066 shares; 2013Q4: 63,761 shares; 2014Q1: 46,997 shares; 2014Q2: 47,057 shares; 2014Q3: 47,076 shares; 2014Q4: 4,300 shares 4,300 $47.2M 0.91% -42,776 Timeline DENTSPLY INTL INC DENTSPLY INTL INC More: the full row for DENTSPLY INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 50,346 shares; 2014Q4: 2,485 shares 2,485 $46.6M -47,861 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. ENBRIDGE ENERGY MANAGEMENT L ENBRIDGE ENERGY MANAGEMENT L More: the full row for ENBRIDGE ENERGY MANAGEMENT L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 91,813 shares; 2013Q3: 93,371 shares; 2013Q4: 77,775 shares; 2014Q1: 75,656 shares; 2014Q2: 41,814 shares; 2014Q3: 42,486 shares; 2014Q4: 1,674 shares 1,674 $43.1M -40,812 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. MPA BLACKROCK MUNIYIELD PA QUALI More: the full row for BLACKROCK MUNIYIELD PA QUALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 75,905 shares; 2013Q3: 76,322 shares; 2013Q4: 36,260 shares; 2014Q1: 36,696 shares; 2014Q2: 37,114 shares; 2014Q3: 37,541 shares; 2014Q4: 544 shares 544 $38M -36,997 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2013Q2: 40,650 shares; 2013Q3: 40,457 shares; 2013Q4: 39,365 shares; 2014Q1: 38,085 shares; 2014Q2: 37,743 shares; 2014Q3: 39,751 shares; 2014Q4: 3,575 shares 3,575 $37.8M 0.73% -36,176 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: not loaded; 2013Q2: 41,023 shares; 2013Q3: 41,522 shares; 2013Q4: 40,866 shares; 2014Q1: 41,177 shares; 2014Q2: 41,370 shares; 2014Q3: 39,886 shares; 2014Q4: 466 shares 466 $36.3M 0.7% -39,420 Timeline KRE 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: not loaded; 2013Q2: 35,764 shares; 2013Q3: 34,704 shares; 2013Q4: 33,256 shares; 2014Q1: 38,996 shares; 2014Q2: 36,618 shares; 2014Q3: 36,246 shares; 2014Q4: 1,424 shares 1,424 $35M -34,822 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline APPLE INC APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 4,516 shares; 2013Q3: 4,432 shares; 2013Q4: 4,792 shares; 2014Q1: 4,780 shares; 2014Q2: 33,050 shares; 2014Q3: 35,066 shares; 2014Q4: 3,661 shares 3,661 $33.2M 0.64% -31,405 The CUSIP as filed is malformed. PEOPLE'S UNITED FINANCIAL I… PEOPLE'S UNITED FINANCIAL INC More: the full row for PEOPLE'S UNITED FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 29,770 shares; 2013Q4: 123,176 shares; 2014Q1: 30,930 shares; 2014Q2: 31,550 shares; 2014Q3: not reported; 2014Q4: 494 shares 494 $32.6M new Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 32,567 shares; 2014Q4: 856 shares 856 $32.6M -31,711 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 32,000 shares; 2013Q3: 32,000 shares; 2013Q4: 32,000 shares; 2014Q1: 32,000 shares; 2014Q2: 32,000 shares; 2014Q3: 32,000 shares; 2014Q4: 2,645 shares 2,645 $32M 0.62% -29,355 DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 30,523 shares; 2013Q3: 30,223 shares; 2013Q4: 30,223 shares; 2014Q1: 28,934 shares; 2014Q2: 28,594 shares; 2014Q3: 28,561 shares; 2014Q4: 2,438 shares 2,438 $28.4M 0.55% -26,123 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: not loaded; 2013Q2: 27,147 shares; 2013Q3: 26,193 shares; 2013Q4: 43,182 shares; 2014Q1: 27,593 shares; 2014Q2: 27,468 shares; 2014Q3: 28,560 shares; 2014Q4: 2,865 shares 2,865 $27.4M 0.53% -25,695 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: not loaded; 2013Q2: 29,675 shares; 2013Q3: 28,671 shares; 2013Q4: 37,779 shares; 2014Q1: 27,812 shares; 2014Q2: 27,902 shares; 2014Q3: 29,563 shares; 2014Q4: 2,499 shares 2,499 $27M 0.52% -27,064 Timeline POWERSHARES ETF TRUST INTL … POWERSHARES ETF TRUST INTL DIV More: the full row for POWERSHARES ETF TRUST INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 45,552 shares; 2013Q3: 32,928 shares; 2013Q4: 33,549 shares; 2014Q1: 29,899 shares; 2014Q2: 28,406 shares; 2014Q3: 22,560 shares; 2014Q4: 392 shares 392 $22.4M -22,168 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. SUSQUEHANNA BANCSHARES INC P SUSQUEHANNA BANCSHARES INC P More: the full row for SUSQUEHANNA BANCSHARES INC P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 16,963 shares; 2013Q3: 18,152 shares; 2013Q4: 18,152 shares; 2014Q1: 16,629 shares; 2014Q2: 10,688 shares; 2014Q3: 13,393 shares; 2014Q4: 289 shares 289 $21.5M 0.42% -13,104 SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 22,286 shares; 2013Q3: 23,559 shares; 2013Q4: 23,378 shares; 2014Q1: 20,822 shares; 2014Q2: 22,186 shares; 2014Q3: 22,186 shares; 2014Q4: 535 shares 535 $21.4M -21,651 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 31,440 shares; 2013Q3: 24,348 shares; 2013Q4: 24,398 shares; 2014Q1: 21,258 shares; 2014Q2: 20,893 shares; 2014Q3: 20,903 shares; 2014Q4: 1,721 shares 1,721 $21.1M 0.41% -19,182 Timeline NFJ NFJ More: the full row for NFJ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 24,126 shares; 2013Q4: 23,852 shares; 2014Q1: 22,234 shares; 2014Q2: 21,690 shares; 2014Q3: 21,283 shares; 2014Q4: 314 shares 314 $19.7M 0.38% -20,969 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 19,328 shares; 2013Q3: 19,853 shares; 2013Q4: 18,003 shares; 2014Q1: 18,003 shares; 2014Q2: 18,008 shares; 2014Q3: 25,156 shares; 2014Q4: 561 shares 561 $18M -24,595 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline H & Q HEALTHCARE INVEST… H & Q HEALTHCARE INVESTORS More: the full row for H & Q HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 11,644 shares; 2013Q3: 11,558 shares; 2013Q4: 12,491 shares; 2014Q1: 25,364 shares; 2014Q2: 17,598 shares; 2014Q3: 17,727 shares; 2014Q4: 567 shares 567 $18M 0.35% -17,160 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; 2013Q1: not loaded; 2013Q2: 36,621 shares; 2013Q3: 26,505 shares; 2013Q4: 21,363 shares; 2014Q1: 19,894 shares; 2014Q2: 19,894 shares; 2014Q3: 19,894 shares; 2014Q4: 547 shares 547 $18M -19,347 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 16,300 shares; 2014Q1: 16,300 shares; 2014Q2: 16,300 shares; 2014Q3: 16,300 shares; 2014Q4: 225 shares 225 $16.3M 0.32% -16,075 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: not loaded; 2013Q2: 47,011 shares; 2013Q3: 37,990 shares; 2013Q4: 29,860 shares; 2014Q1: 19,293 shares; 2014Q2: 18,220 shares; 2014Q3: 16,577 shares; 2014Q4: 766 shares 766 $16.1M -15,811 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2013Q2: 36,599 shares; 2013Q3: 28,404 shares; 2013Q4: 23,552 shares; 2014Q1: 12,611 shares; 2014Q2: 13,679 shares; 2014Q3: 14,218 shares; 2014Q4: 1,514 shares 1,514 $15.8M 0.31% -12,704 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: not loaded; 2013Q2: 13,659 shares; 2013Q3: 13,364 shares; 2013Q4: 51,093 shares; 2014Q1: 13,012 shares; 2014Q2: 13,232 shares; 2014Q3: 19,428 shares; 2014Q4: 728 shares 728 $15.7M -18,700 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline BUCKEYE PARTNERS LP (BPL) BUCKEYE PARTNERS LP (BPL) More: the full row for BUCKEYE PARTNERS LP (BPL) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 15,093 shares; 2013Q3: 15,093 shares; 2013Q4: 15,093 shares; 2014Q1: 15,093 shares; 2014Q2: 15,093 shares; 2014Q3: 10,000 shares; 2014Q4: 1,142 shares 1,142 $15.1M 0.29% -8,858 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: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 4,147 shares; 2014Q2: 5,187 shares; 2014Q3: 5,212 shares; 2014Q4: 621 shares 621 $13.3M -4,591 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 15,848 shares; 2013Q3: 12,458 shares; 2013Q4: 12,477 shares; 2014Q1: 12,477 shares; 2014Q2: 12,488 shares; 2014Q3: 12,906 shares; 2014Q4: 546 shares 546 $12.9M -12,360 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 13,982 shares; 2014Q2: 13,996 shares; 2014Q3: 12,911 shares; 2014Q4: 313 shares 313 $12.7M -12,598 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 14,871 shares; 2013Q3: 14,871 shares; 2013Q4: 12,571 shares; 2014Q1: 12,571 shares; 2014Q2: 12,571 shares; 2014Q3: 12,571 shares; 2014Q4: 742 shares 742 $12.6M -11,829 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2013Q2: 13,267 shares; 2013Q3: 12,967 shares; 2013Q4: 12,233 shares; 2014Q1: 11,719 shares; 2014Q2: 11,719 shares; 2014Q3: 11,719 shares; 2014Q4: 527 shares 527 $11.7M -11,192 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2013Q2: 13,399 shares; 2013Q3: 13,037 shares; 2013Q4: 19,453 shares; 2014Q1: 12,000 shares; 2014Q2: 12,097 shares; 2014Q3: 13,099 shares; 2014Q4: 1,296 shares 1,296 $11.6M 0.22% -11,803 Timeline 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: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 12,079 shares; 2014Q4: 1,015 shares 1,015 $11.1M 0.22% -11,064 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 10,040 shares; 2013Q3: 10,615 shares; 2013Q4: 10,622 shares; 2014Q1: 10,628 shares; 2014Q2: 10,635 shares; 2014Q3: 10,641 shares; 2014Q4: 546 shares 546 $10.6M -10,095 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 5,300 shares; 2013Q3: 5,324 shares; 2013Q4: 5,367 shares; 2014Q1: 4,925 shares; 2014Q2: 4,943 shares; 2014Q3: 5,099 shares; 2014Q4: 739 shares 739 $10M 0.19% -4,360 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 9,597 shares; 2013Q3: 9,597 shares; 2013Q4: 9,763 shares; 2014Q1: 9,597 shares; 2014Q2: 9,597 shares; 2014Q3: 9,597 shares; 2014Q4: 557 shares 557 $9.6M -9,040 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline AMERICAN ELECTRIC POWER AMERICAN ELECTRIC POWER More: the full row for AMERICAN ELECTRIC POWER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 9,464 shares; 2013Q3: 9,464 shares; 2013Q4: 9,464 shares; 2014Q1: 9,464 shares; 2014Q2: 9,464 shares; 2014Q3: 9,464 shares; 2014Q4: 575 shares 575 $9.46M 0.18% -8,889 The CUSIP as filed is malformed. TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 7,653 shares; 2013Q3: 6,725 shares; 2013Q4: 42,944 shares; 2014Q1: 8,898 shares; 2014Q2: 9,100 shares; 2014Q3: 9,126 shares; 2014Q4: 503 shares 503 $9.41M -8,623 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 4,523 shares; 2013Q3: 4,518 shares; 2013Q4: 6,296 shares; 2014Q1: 6,168 shares; 2014Q2: 5,996 shares; 2014Q3: 6,230 shares; 2014Q4: 865 shares 865 $9.28M 0.18% -5,365 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: not loaded; 2013Q2: 54,733 shares; 2013Q3: 50,435 shares; 2013Q4: 38,749 shares; 2014Q1: 21,914 shares; 2014Q2: 17,277 shares; 2014Q3: 16,871 shares; 2014Q4: 698 shares 698 $8.62M 0.17% -16,173 Timeline FIRST NIAGARA FINANCIAL GRO… FIRST NIAGARA FINANCIAL GROUP More: the full row for FIRST NIAGARA FINANCIAL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 9,664 shares; 2014Q3: 9,194 shares; 2014Q4: 219 shares 219 $8.12M 0.16% -8,975 VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 121,574 shares; 2013Q3: 109,989 shares; 2013Q4: 124,577 shares; 2014Q1: 6,892 shares; 2014Q2: 7,610 shares; 2014Q3: 10,277 shares; 2014Q4: 371 shares 371 $7.92M -9,906 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2013Q2: 9,810 shares; 2013Q3: 9,795 shares; 2013Q4: 22,949 shares; 2014Q1: 9,878 shares; 2014Q2: 9,758 shares; 2014Q3: 10,970 shares; 2014Q4: 910 shares 910 $7.92M 0.15% -10,060 TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 569 shares 569 $7.5M 0.15% new Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 8,720 shares; 2013Q3: 7,831 shares; 2013Q4: 34,545 shares; 2014Q1: 7,695 shares; 2014Q2: 7,558 shares; 2014Q3: 7,528 shares; 2014Q4: 423 shares 423 $7.47M -7,105 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 8,048 shares; 2013Q3: 7,598 shares; 2013Q4: 25,815 shares; 2014Q1: 8,246 shares; 2014Q2: 7,742 shares; 2014Q3: 7,411 shares; 2014Q4: 791 shares 791 $7.43M 0.14% -6,620 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: not loaded; 2013Q2: 4,731 shares; 2013Q3: 3,425 shares; 2013Q4: 3,648 shares; 2014Q1: 3,178 shares; 2014Q2: 3,178 shares; 2014Q3: 7,372 shares; 2014Q4: 1,515 shares 1,515 $7.32M 0.14% -5,857 Timeline BP PLC ADR BP PLC ADR More: the full row for BP PLC ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 7,080 shares; 2013Q3: 7,080 shares; 2013Q4: 7,080 shares; 2014Q1: 7,080 shares; 2014Q2: 7,080 shares; 2014Q3: 7,080 shares; 2014Q4: 270 shares 270 $7.08M 0.14% -6,810 The CUSIP as filed is malformed. American Express American Express More: the full row for American Express Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 7,500 shares; 2013Q3: 7,500 shares; 2013Q4: 7,450 shares; 2014Q1: 7,250 shares; 2014Q2: 7,250 shares; 2014Q3: 8,950 shares; 2014Q4: 651 shares 651 $7M 0.14% -8,299 The CUSIP as filed is malformed. 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: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 30,191 shares; 2014Q1: not reported; 2014Q2: 3,510 shares; 2014Q3: 6,404 shares; 2014Q4: 375 shares 375 $6.6M -6,029 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline CBS CORP NEW CBS CORP NEW More: the full row for CBS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 6,865 shares; 2013Q3: 6,865 shares; 2013Q4: 6,365 shares; 2014Q1: 6,365 shares; 2014Q2: 6,365 shares; 2014Q3: 6,365 shares; 2014Q4: 352 shares 352 $6.37M -6,013 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. ENBRIDGE ENERGY PARTNERS L P ENBRIDGE ENERGY PARTNERS L P More: the full row for ENBRIDGE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 6,020 shares; 2014Q3: 6,020 shares; 2014Q4: 240 shares 240 $6.02M -5,780 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2013Q2: 8,772 shares; 2013Q3: 5,699 shares; 2013Q4: 6,470 shares; 2014Q1: 5,632 shares; 2014Q2: 5,670 shares; 2014Q3: 7,685 shares; 2014Q4: 350 shares 350 $5.59M -7,335 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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; 2013Q1: not loaded; 2013Q2: 5,961 shares; 2013Q3: 5,934 shares; 2013Q4: 5,972 shares; 2014Q1: 5,491 shares; 2014Q2: 5,491 shares; 2014Q3: 5,541 shares; 2014Q4: 881 shares 881 $5.49M 0.11% -4,660 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 8,237 shares; 2013Q3: 5,800 shares; 2013Q4: 6,713 shares; 2014Q1: 5,589 shares; 2014Q2: 5,555 shares; 2014Q3: 8,013 shares; 2014Q4: 680 shares 680 $5.41M 0.1% -7,333 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 3,249 shares; 2013Q3: 3,269 shares; 2013Q4: 3,617 shares; 2014Q1: 4,015 shares; 2014Q2: 4,394 shares; 2014Q3: 4,804 shares; 2014Q4: 395 shares 395 $4.87M 0.09% -4,409 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: not loaded; 2013Q2: 5,684 shares; 2013Q3: 5,297 shares; 2013Q4: 5,281 shares; 2014Q1: 5,198 shares; 2014Q2: 4,953 shares; 2014Q3: 4,937 shares; 2014Q4: 810 shares 810 $4.85M 0.09% -4,127 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 3,459 shares; 2013Q3: 3,462 shares; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 363 shares 363 $4.54M 0.09% new 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: not loaded; 2013Q2: 6,590 shares; 2013Q3: 5,312 shares; 2013Q4: 5,259 shares; 2014Q1: 4,188 shares; 2014Q2: 4,271 shares; 2014Q3: 7,332 shares; 2014Q4: 503 shares 503 $4.2M 0.08% -6,829 Timeline AFLAC INC. AFLAC INC. More: the full row for AFLAC INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 25,023 shares; 2014Q1: 4,726 shares; 2014Q2: 4,593 shares; 2014Q3: 4,427 shares; 2014Q4: 251 shares 251 $4.11M 0.08% -4,176 The CUSIP as filed is malformed. COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 4,823 shares; 2013Q4: 17,566 shares; 2014Q1: 4,591 shares; 2014Q2: 4,396 shares; 2014Q3: 4,966 shares; 2014Q4: 257 shares 257 $3.71M -4,709 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: not loaded; 2013Q2: 4,676 shares; 2013Q3: 3,992 shares; 2013Q4: 28,867 shares; 2014Q1: 5,864 shares; 2014Q2: 5,994 shares; 2014Q3: 6,080 shares; 2014Q4: 257 shares 257 $3.48M 0.07% -5,823 WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 4,209 shares; 2013Q3: 4,209 shares; 2013Q4: 3,537 shares; 2014Q1: 3,447 shares; 2014Q2: 3,447 shares; 2014Q3: 3,447 shares; 2014Q4: 296 shares 296 $3.45M 0.07% -3,151 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: not loaded; 2013Q2: 3,961 shares; 2013Q3: 3,345 shares; 2013Q4: 24,309 shares; 2014Q1: 2,949 shares; 2014Q2: 3,115 shares; 2014Q3: not reported; 2014Q4: 240 shares 240 $3.1M 0.06% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 3,000 shares; 2013Q3: 3,000 shares; 2013Q4: 3,086 shares; 2014Q1: 3,000 shares; 2014Q2: 3,000 shares; 2014Q3: 3,000 shares; 2014Q4: 327 shares 327 $3.08M 0.06% -2,673 Timeline BAXTER INTERNATIONAL BAXTER INTERNATIONAL More: the full row for BAXTER INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 3,386 shares; 2013Q3: 3,096 shares; 2013Q4: 21,586 shares; 2014Q1: 2,947 shares; 2014Q2: 2,990 shares; 2014Q3: not reported; 2014Q4: 222 shares 222 $3.03M 0.06% new The CUSIP as filed is malformed. SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 3,804 shares; 2013Q3: 3,772 shares; 2013Q4: 22,373 shares; 2014Q1: 3,419 shares; 2014Q2: 3,418 shares; 2014Q3: 5,307 shares; 2014Q4: 283 shares 283 $3M 0.06% -5,024 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 3,000 shares; 2013Q3: 3,000 shares; 2013Q4: 3,000 shares; 2014Q1: 3,000 shares; 2014Q2: 3,000 shares; 2014Q3: 3,800 shares; 2014Q4: 256 shares 256 $3M 0.06% -3,544 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: not loaded; 2013Q2: 2,302 shares; 2013Q3: 2,303 shares; 2013Q4: 2,098 shares; 2014Q1: 2,099 shares; 2014Q2: 2,759 shares; 2014Q3: 2,760 shares; 2014Q4: 290 shares 290 $2.76M 0.05% -2,470 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 19,486 shares; 2014Q1: 2,789 shares; 2014Q2: 2,882 shares; 2014Q3: 2,844 shares; 2014Q4: 281 shares 281 $2.56M 0.05% -2,563 Timeline BLACKROCK INC CL A COM BLACKROCK INC CL A COM More: the full row for BLACKROCK INC CL A COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 2,542 shares; 2013Q3: 2,360 shares; 2013Q4: 7,685 shares; 2014Q1: 2,512 shares; 2014Q2: 2,543 shares; 2014Q3: 2,531 shares; 2014Q4: 899 shares 899 $2.51M 0.05% -1,632 PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 2,525 shares; 2013Q3: 2,400 shares; 2013Q4: 2,525 shares; 2014Q1: 2,400 shares; 2014Q2: 2,400 shares; 2014Q3: 2,400 shares; 2014Q4: 555 shares 555 $2.4M 0.05% -1,845 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 3,031 shares; 2013Q3: 2,661 shares; 2013Q4: 14,868 shares; 2014Q1: 2,611 shares; 2014Q2: 2,730 shares; 2014Q3: 2,591 shares; 2014Q4: 221 shares 221 $2.36M 0.05% -2,370 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 2,193 shares; 2014Q2: 2,247 shares; 2014Q3: 2,255 shares; 2014Q4: 234 shares 234 $2.3M 0.04% -2,021 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; 2013Q1: not loaded; 2013Q2: 4,675 shares; 2013Q3: 4,047 shares; 2013Q4: 3,696 shares; 2014Q1: 2,784 shares; 2014Q2: 2,665 shares; 2014Q3: 2,465 shares; 2014Q4: 242 shares 242 $2.17M 0.04% -2,223 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: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 2,168 shares; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 2,268 shares; 2014Q4: 224 shares 224 $2.17M 0.04% -2,044 UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 2,816 shares; 2013Q3: 2,421 shares; 2013Q4: 16,962 shares; 2014Q1: 2,307 shares; 2014Q2: 2,424 shares; 2014Q3: 2,370 shares; 2014Q4: 237 shares 237 $2.13M 0.04% -2,133 Timeline BERKSHIRE HATHAWAY INC. CLA… BERKSHIRE HATHAWAY INC. CLASS B More: the full row for BERKSHIRE HATHAWAY INC. CLASS B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 2,155 shares; 2013Q3: 2,155 shares; 2013Q4: 2,120 shares; 2014Q1: 2,120 shares; 2014Q2: 2,120 shares; 2014Q3: 2,120 shares; 2014Q4: 315 shares 315 $2.1M 0.04% -1,805 The CUSIP as filed is malformed. AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 2,100 shares; 2014Q1: 2,100 shares; 2014Q2: 2,100 shares; 2014Q3: 2,100 shares; 2014Q4: 278 shares 278 $2.1M 0.04% -1,822 Timeline TIME WARNER CABLE INC TIME WARNER CABLE INC More: the full row for TIME WARNER CABLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: not loaded; 2013Q2: 2,005 shares; 2013Q3: 1,992 shares; 2013Q4: 2,005 shares; 2014Q1: 1,992 shares; 2014Q2: 1,992 shares; 2014Q3: 2,005 shares; 2014Q4: 303 shares 303 $1.99M 0.04% -1,702