EFA 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: 1,218,008 shares; 2017Q1: 1,461,892 shares; 2017Q2: 1,590,954 shares; 2017Q3: 1,758,930 shares; 2017Q4: 1,833,607 shares 1,833,607 $129M 7.8% +74,677 Timeline EEM 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: 829,741 shares; 2017Q1: 1,208,158 shares; 2017Q2: 1,256,851 shares; 2017Q3: 1,324,661 shares; 2017Q4: 1,340,715 shares 1,340,715 $63.2M 3.82% +16,054 Timeline IWM 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: 337,125 shares; 2017Q1: 359,484 shares; 2017Q2: 373,039 shares; 2017Q3: 391,576 shares; 2017Q4: 402,496 shares 402,496 $61.4M 3.71% +10,920 Timeline SCHX 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: 628,663 shares; 2017Q1: 761,514 shares; 2017Q2: 797,974 shares; 2017Q3: 873,923 shares; 2017Q4: 909,648 shares 909,648 $58M 3.51% +35,725 Timeline IVV 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: 157,722 shares; 2017Q1: 163,928 shares; 2017Q2: 162,672 shares; 2017Q3: 163,166 shares; 2017Q4: 167,655 shares 167,655 $45.1M 2.73% +4,489 Timeline DFJ 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: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 423,408 shares 423,408 $34.1M 2.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 127,194 shares; 2017Q1: 129,052 shares; 2017Q2: 129,674 shares; 2017Q3: 131,721 shares; 2017Q4: 131,735 shares 131,735 $31M 1.88% +14 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 409,804 shares; 2017Q1: 432,654 shares; 2017Q2: 441,669 shares; 2017Q3: 435,650 shares; 2017Q4: 431,875 shares 431,875 $29.6M 1.79% -3,775 Timeline 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: 238,129 shares; 2017Q1: 248,502 shares; 2017Q2: 252,163 shares; 2017Q3: 256,779 shares; 2017Q4: 258,486 shares 258,486 $29.5M 1.78% +1,707 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 282,846 shares; 2017Q1: 293,599 shares; 2017Q2: 296,885 shares; 2017Q3: 314,174 shares; 2017Q4: 314,090 shares 314,090 $28.9M 1.75% -84 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 352,988 shares; 2017Q1: 360,530 shares; 2017Q2: 327,601 shares; 2017Q3: 330,191 shares; 2017Q4: 326,207 shares 326,207 $28.7M 1.73% -3,984 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 126,489 shares; 2017Q1: 127,829 shares; 2017Q2: 125,887 shares; 2017Q3: 126,418 shares; 2017Q4: 124,831 shares 124,831 $27.5M 1.67% -1,587 Timeline SCHF 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: 512,029 shares; 2017Q1: 619,285 shares; 2017Q2: 685,037 shares; 2017Q3: 754,985 shares; 2017Q4: 800,688 shares 800,688 $27.3M 1.65% +45,703 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: 71,698 shares; 2017Q1: 55,488 shares; 2017Q2: 568,992 shares; 2017Q3: 619,861 shares; 2017Q4: 899,376 shares 899,376 $26.6M 1.61% +279,515 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 228,076 shares; 2017Q1: 232,773 shares; 2017Q2: 234,830 shares; 2017Q3: 240,447 shares; 2017Q4: 246,223 shares 246,223 $26.5M 1.6% +5,776 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 279,705 shares; 2017Q1: 292,287 shares; 2017Q2: 297,086 shares; 2017Q3: 300,968 shares; 2017Q4: 304,859 shares 304,859 $25.2M 1.52% +3,891 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 149,262 shares; 2017Q1: 155,294 shares; 2017Q2: 157,706 shares; 2017Q3: 158,510 shares; 2017Q4: 160,435 shares 160,435 $24.8M 1.5% +1,925 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 359,229 shares; 2017Q1: 371,702 shares; 2017Q2: 375,662 shares; 2017Q3: 385,061 shares; 2017Q4: 385,516 shares 385,516 $24.7M 1.49% +455 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 429,914 shares; 2017Q1: 450,206 shares; 2017Q2: 448,077 shares; 2017Q3: 453,954 shares; 2017Q4: 456,001 shares 456,001 $24.6M 1.49% +2,047 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: 153,592 shares; 2017Q1: 162,152 shares; 2017Q2: 163,111 shares; 2017Q3: 167,068 shares; 2017Q4: 172,871 shares 172,871 $24.2M 1.46% +5,803 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 312,410 shares; 2017Q1: 269,007 shares; 2017Q2: 272,008 shares; 2017Q3: 276,953 shares; 2017Q4: 279,124 shares 279,124 $22.7M 1.37% +2,171 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 154,152 shares; 2017Q1: 163,345 shares; 2017Q2: 166,362 shares; 2017Q3: 170,506 shares; 2017Q4: 173,599 shares 173,599 $22.1M 1.34% +3,093 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: 157,219 shares; 2017Q1: 163,966 shares; 2017Q2: 167,200 shares; 2017Q3: 174,230 shares; 2017Q4: 176,580 shares 176,580 $22.1M 1.34% +2,350 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 206,167 shares; 2017Q1: 224,032 shares; 2017Q2: 474,222 shares; 2017Q3: 506,601 shares; 2017Q4: 519,484 shares 519,484 $21.8M 1.32% +12,883 Timeline BROADCOM LTD BROADCOM LTD More: the full row for BROADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 95,552 shares; 2017Q1: 100,569 shares; 2017Q2: 101,257 shares; 2017Q3: 102,350 shares; 2017Q4: 83,846 shares 83,846 $21.5M 1.3% -18,504 MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 344,305 shares; 2017Q1: 360,401 shares; 2017Q2: 362,323 shares; 2017Q3: 367,657 shares; 2017Q4: 404,617 shares 404,617 $21.2M 1.28% +36,960 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 144,686 shares; 2017Q1: 153,409 shares; 2017Q2: 152,818 shares; 2017Q3: 156,031 shares; 2017Q4: 155,208 shares 155,208 $21.1M 1.27% -823 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 307,719 shares; 2017Q1: 326,082 shares; 2017Q2: 334,251 shares; 2017Q3: 348,809 shares; 2017Q4: 352,671 shares 352,671 $20.9M 1.27% +3,862 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 32,015 shares; 2017Q1: 114,465 shares; 2017Q2: 119,584 shares; 2017Q3: 123,501 shares; 2017Q4: 127,387 shares 127,387 $20.9M 1.26% +3,886 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 341,242 shares; 2017Q1: 353,404 shares; 2017Q2: 362,673 shares; 2017Q3: 367,547 shares; 2017Q4: 371,267 shares 371,267 $20.9M 1.26% +3,720 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 206,868 shares; 2017Q1: 214,234 shares; 2017Q2: 218,023 shares; 2017Q3: 220,372 shares; 2017Q4: 222,274 shares 222,274 $20.7M 1.25% +1,902 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: 431,820 shares; 2017Q1: 354,457 shares; 2017Q2: 361,653 shares; 2017Q3: 374,282 shares; 2017Q4: 384,434 shares 384,434 $19.7M 1.2% +10,152 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 505,927 shares; 2017Q1: 258,638 shares; 2017Q2: 258,138 shares; 2017Q3: 503,716 shares; 2017Q4: 256,584 shares 256,584 $19.2M 1.16% -247,132 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 141,205 shares; 2017Q1: 145,695 shares; 2017Q2: 144,623 shares; 2017Q3: 146,745 shares; 2017Q4: 146,282 shares 146,282 $19.2M 1.16% -463 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,258 shares; 2017Q1: 11,534 shares; 2017Q2: 11,810 shares; 2017Q3: 14,189 shares; 2017Q4: 365,459 shares 365,459 $18.5M 1.12% +351,270 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 207,978 shares; 2017Q1: 215,723 shares; 2017Q2: 222,034 shares; 2017Q3: 231,876 shares; 2017Q4: 239,500 shares 239,500 $18.3M 1.11% +7,624 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 242,379 shares; 2017Q1: 258,695 shares; 2017Q2: 263,999 shares; 2017Q3: 270,421 shares; 2017Q4: 275,662 shares 275,662 $18.3M 1.11% +5,241 Timeline MELLANOX TECHNOLOGIES LTD MELLANOX TECHNOLOGIES LTD More: the full row for MELLANOX TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 34,860 shares; 2017Q1: 249,565 shares; 2017Q2: 260,513 shares; 2017Q3: 275,689 shares; 2017Q4: 278,514 shares 278,514 $18M 1.09% +2,825 BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 60,431 shares; 2017Q4: 80,843 shares 80,843 $17.3M 1.05% +20,412 Timeline SCHA 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: 179,323 shares; 2017Q1: 203,601 shares; 2017Q2: 219,817 shares; 2017Q3: 236,714 shares; 2017Q4: 244,900 shares 244,900 $17.1M 1.03% +8,186 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 299,452 shares; 2017Q3: 323,138 shares; 2017Q4: 329,621 shares 329,621 $16.8M 1.02% +6,483 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 149,341 shares; 2017Q1: 156,295 shares; 2017Q2: 148,230 shares; 2017Q3: 150,879 shares; 2017Q4: 151,799 shares 151,799 $16.4M 0.99% +920 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,156 shares; 2017Q1: 16,906 shares; 2017Q2: 202,059 shares; 2017Q3: 219,747 shares; 2017Q4: 228,838 shares 228,838 $15.9M 0.96% +9,091 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 22,750 shares; 2017Q1: 16,021 shares; 2017Q2: 18,782 shares; 2017Q3: 27,411 shares; 2017Q4: 88,572 shares 88,572 $15.6M 0.95% +61,161 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: 13,663 shares; 2017Q1: 14,071 shares; 2017Q2: 14,118 shares; 2017Q3: 14,372 shares; 2017Q4: 14,343 shares 14,343 $15.1M 0.91% -29 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: 45,277 shares; 2017Q1: 44,995 shares; 2017Q2: 44,168 shares; 2017Q3: 47,256 shares; 2017Q4: 89,051 shares 89,051 $15.1M 0.91% +41,795 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,764 shares; 2017Q1: 12,619 shares; 2017Q2: 12,826 shares; 2017Q3: 132,711 shares; 2017Q4: 141,970 shares 141,970 $15M 0.91% +9,259 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: 142,741 shares; 2017Q1: 139,850 shares; 2017Q2: 143,263 shares; 2017Q3: 147,504 shares; 2017Q4: 164,391 shares 164,391 $14.1M 0.85% +16,887 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: 126,102 shares; 2017Q1: 133,709 shares; 2017Q2: 115,125 shares; 2017Q3: 111,269 shares; 2017Q4: 108,447 shares 108,447 $13.5M 0.82% -2,822 Timeline GOOG 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: 14,048 shares; 2017Q1: 13,779 shares; 2017Q2: 13,325 shares; 2017Q3: 13,468 shares; 2017Q4: 12,798 shares 12,798 $13.4M 0.81% -670 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 115,845 shares 115,845 $12.2M 0.74% new Timeline CELGENE CORP CELGENE CORP More: the full row for CELGENE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 102,390 shares; 2017Q1: 117,974 shares; 2017Q2: 121,654 shares; 2017Q3: 124,211 shares; 2017Q4: 112,866 shares 112,866 $11.8M 0.71% -11,345 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: 198,354 shares; 2017Q1: 84,901 shares; 2017Q2: 84,844 shares; 2017Q3: 86,633 shares; 2017Q4: 91,364 shares 91,364 $11M 0.66% +4,731 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 144,773 shares; 2017Q1: 146,057 shares; 2017Q2: 146,362 shares; 2017Q3: 147,070 shares; 2017Q4: 148,158 shares 148,158 $8.68M 0.53% +1,088 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 52,830 shares; 2017Q1: 53,866 shares; 2017Q2: 54,328 shares; 2017Q3: 55,060 shares; 2017Q4: 56,172 shares 56,172 $8.21M 0.5% +1,112 Timeline IWF 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: 81,008 shares; 2017Q1: 77,240 shares; 2017Q2: 71,631 shares; 2017Q3: 62,899 shares; 2017Q4: 56,652 shares 56,652 $7.63M 0.46% -6,247 Timeline IWR 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: 34,450 shares; 2017Q1: 39,661 shares; 2017Q2: 39,222 shares; 2017Q3: 38,611 shares; 2017Q4: 35,081 shares 35,081 $7.3M 0.44% -3,530 Timeline BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 162,244 shares; 2017Q1: 168,543 shares; 2017Q2: 171,931 shares; 2017Q3: 141,532 shares; 2017Q4: 141,038 shares 141,038 $7.01M 0.42% -494 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: 51,108 shares; 2017Q1: 53,477 shares; 2017Q2: 56,750 shares; 2017Q3: 62,461 shares; 2017Q4: 61,824 shares 61,824 $6.61M 0.4% -637 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: 91,004 shares; 2017Q1: 91,822 shares; 2017Q2: 90,062 shares; 2017Q3: 84,951 shares; 2017Q4: 78,923 shares 78,923 $6.6M 0.4% -6,028 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 333,085 shares; 2017Q1: 333,378 shares; 2017Q2: 323,308 shares; 2017Q3: 265,646 shares; 2017Q4: 244,431 shares 244,431 $6.48M 0.39% -21,215 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 58,023 shares; 2017Q1: 54,475 shares; 2017Q2: 56,561 shares; 2017Q3: 59,842 shares; 2017Q4: 61,747 shares 61,747 $6.45M 0.39% +1,905 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 80,168 shares; 2017Q1: 69,273 shares; 2017Q2: 72,615 shares; 2017Q3: 73,674 shares; 2017Q4: 74,254 shares 74,254 $6.41M 0.39% +580 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 76,163 shares; 2017Q1: 78,134 shares; 2017Q2: 80,053 shares; 2017Q3: 83,409 shares; 2017Q4: 89,985 shares 89,985 $6.27M 0.38% +6,576 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: 139,911 shares; 2017Q1: 161,802 shares; 2017Q2: 157,201 shares; 2017Q3: 167,619 shares; 2017Q4: 172,628 shares 172,628 $6.25M 0.38% +5,009 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: 23,576 shares; 2017Q1: 26,116 shares; 2017Q2: 28,334 shares; 2017Q3: 28,801 shares; 2017Q4: 32,007 shares 32,007 $6.07M 0.37% +3,206 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 76,087 shares; 2017Q1: 85,241 shares; 2017Q2: 85,547 shares; 2017Q3: 88,735 shares; 2017Q4: 90,761 shares 90,761 $6.05M 0.37% +2,026 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: 84,088 shares; 2017Q1: 87,497 shares; 2017Q2: 94,351 shares; 2017Q3: 97,308 shares; 2017Q4: 99,224 shares 99,224 $6.03M 0.36% +1,916 Timeline 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 338,375 shares; 2017Q1: 357,446 shares; 2017Q2: 111,835 shares; 2017Q3: 108,948 shares; 2017Q4: 109,934 shares 109,934 $5.82M 0.35% +986 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,963 shares; 2017Q1: 18,782 shares; 2017Q2: 19,928 shares; 2017Q3: 21,246 shares; 2017Q4: 21,093 shares 21,093 $5.63M 0.34% -153 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 198,598 shares; 2017Q1: 56,036 shares; 2017Q2: 58,357 shares; 2017Q3: 59,233 shares; 2017Q4: 64,774 shares 64,774 $5.23M 0.32% +5,541 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 77,073 shares; 2017Q3: 84,256 shares; 2017Q4: 93,906 shares 93,906 $5.14M 0.31% +9,650 Timeline SCHE 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: 26,367 shares; 2017Q1: 53,379 shares; 2017Q2: 85,559 shares; 2017Q3: 133,355 shares; 2017Q4: 162,624 shares 162,624 $4.54M 0.28% +29,269 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 61,280 shares; 2017Q1: 61,780 shares; 2017Q2: 61,580 shares; 2017Q3: 61,580 shares; 2017Q4: 61,580 shares 61,580 $4.37M 0.26% 0 PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 45,994 shares; 2017Q1: 47,486 shares; 2017Q2: 55,320 shares; 2017Q3: 57,659 shares; 2017Q4: 60,989 shares 60,989 $4.15M 0.25% +3,330 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 86,865 shares; 2017Q1: 96,050 shares; 2017Q2: 91,305 shares; 2017Q3: 90,883 shares; 2017Q4: 96,353 shares 96,353 $3.96M 0.24% +5,470 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,180 shares; 2017Q1: not reported; 2017Q2: 2,805 shares; 2017Q3: 13,495 shares; 2017Q4: 21,146 shares 21,146 $3.65M 0.22% +7,651 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 20,166 shares; 2017Q1: 30,831 shares; 2017Q2: 30,742 shares; 2017Q3: 30,073 shares; 2017Q4: 31,830 shares 31,830 $3.25M 0.2% +1,757 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 24,252 shares; 2017Q1: 28,668 shares; 2017Q2: 28,165 shares; 2017Q3: 26,141 shares; 2017Q4: 25,762 shares 25,762 $3.02M 0.18% -379 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: 132,115 shares; 2017Q1: 129,786 shares; 2017Q2: 135,527 shares; 2017Q3: 132,632 shares; 2017Q4: 47,774 shares 47,774 $2.9M 0.18% -84,858 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 23,313 shares; 2017Q1: 37,708 shares; 2017Q2: 37,310 shares; 2017Q3: 52,322 shares; 2017Q4: 60,926 shares 60,926 $2.73M 0.17% +8,604 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: 14,920 shares; 2017Q1: 15,067 shares; 2017Q2: 14,780 shares; 2017Q3: 15,318 shares; 2017Q4: 15,483 shares 15,483 $2.67M 0.16% +165 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,618 shares; 2017Q1: 6,311 shares; 2017Q2: 7,381 shares; 2017Q3: 7,580 shares; 2017Q4: 7,765 shares 7,765 $2.47M 0.15% +185 Timeline 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: 27,128 shares; 2017Q1: 27,802 shares; 2017Q2: 26,297 shares; 2017Q3: 31,182 shares; 2017Q4: 53,541 shares 53,541 $2.47M 0.15% +22,359 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9 shares; 2017Q1: 9 shares; 2017Q2: 9 shares; 2017Q3: 9 shares; 2017Q4: 8 shares 8 $2.38M 0.14% -1 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: 19,464 shares; 2017Q1: 23,837 shares; 2017Q2: 27,110 shares; 2017Q3: 28,967 shares; 2017Q4: 31,293 shares 31,293 $2.32M 0.14% +2,326 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,576 shares; 2017Q1: 8,994 shares; 2017Q2: 10,934 shares; 2017Q3: 11,520 shares; 2017Q4: 11,342 shares 11,342 $2.25M 0.14% -178 Timeline SCHM 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: 43,655 shares; 2017Q1: 43,295 shares; 2017Q2: 43,415 shares; 2017Q3: 42,354 shares; 2017Q4: 41,830 shares 41,830 $2.23M 0.13% -524 Timeline IWV 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: 8,195 shares; 2017Q1: 13,772 shares; 2017Q2: 13,455 shares; 2017Q3: 13,457 shares; 2017Q4: 13,334 shares 13,334 $2.11M 0.13% -123 Timeline HOSPITALITY PROPERTIES TRUST HOSPITALITY PROPERTIES TRUST More: the full row for HOSPITALITY PROPERTIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 120,160 shares; 2017Q1: 100,860 shares; 2017Q2: 95,660 shares; 2017Q3: 105,160 shares; 2017Q4: 67,360 shares 67,360 $2.01M 0.12% -37,800 VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,733 shares; 2017Q1: 7,961 shares; 2017Q2: 7,846 shares; 2017Q3: 10,739 shares; 2017Q4: 14,573 shares 14,573 $2M 0.12% +3,834 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 47,326 shares; 2017Q1: 47,260 shares; 2017Q2: 46,197 shares; 2017Q3: 49,653 shares; 2017Q4: 50,495 shares 50,495 $1.96M 0.12% +842 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: not reported; 2017Q1: 4,669 shares; 2017Q2: 6,503 shares; 2017Q3: 6,327 shares; 2017Q4: 26,149 shares 26,149 $1.95M 0.12% +19,822 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 23,760 shares; 2017Q1: 21,560 shares; 2017Q2: 21,350 shares; 2017Q3: 37,927 shares; 2017Q4: 34,451 shares 34,451 $1.84M 0.11% -3,476 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 306,040 shares; 2017Q1: 329,766 shares; 2017Q2: 47,817 shares; 2017Q3: 38,443 shares; 2017Q4: 34,578 shares 34,578 $1.83M 0.11% -3,865 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,173 shares; 2017Q1: 6,500 shares; 2017Q2: 6,634 shares; 2017Q3: 8,967 shares; 2017Q4: 10,872 shares 10,872 $1.81M 0.11% +1,905 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,678 shares; 2017Q1: 13,374 shares; 2017Q2: 12,859 shares; 2017Q3: 12,635 shares; 2017Q4: 11,379 shares 11,379 $1.77M 0.11% -1,256 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,205 shares; 2017Q1: 4,900 shares; 2017Q2: 5,290 shares; 2017Q3: 6,316 shares; 2017Q4: 5,886 shares 5,886 $1.74M 0.11% -430 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 27,805 shares; 2017Q1: 27,662 shares; 2017Q2: 29,757 shares; 2017Q3: 30,853 shares; 2017Q4: 31,878 shares 31,878 $1.71M 0.1% +1,025 Timeline ENERGY TRANSFER PARTNERS LP ENERGY TRANSFER PARTNERS LP More: the full row for ENERGY TRANSFER PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 141,869 shares; 2017Q3: 106,838 shares; 2017Q4: 92,314 shares 92,314 $1.65M 0.1% -14,524 ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 34,099 shares; 2017Q1: 31,325 shares; 2017Q2: 29,071 shares; 2017Q3: 29,634 shares; 2017Q4: 28,688 shares 28,688 $1.64M 0.1% -946 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,979 shares; 2017Q1: 3,607 shares; 2017Q2: 1,791 shares; 2017Q3: 1,756 shares; 2017Q4: 10,379 shares 10,379 $1.62M 0.1% +8,623 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 18,530 shares; 2017Q1: 13,964 shares; 2017Q2: 11,046 shares; 2017Q3: 10,381 shares; 2017Q4: 9,946 shares 9,946 $1.56M 0.09% -435 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,813 shares; 2017Q1: 14,697 shares; 2017Q2: 15,015 shares; 2017Q3: 1,467 shares; 2017Q4: 1,330 shares 1,330 $1.55M 0.09% -137 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 30,180 shares; 2017Q1: 32,930 shares; 2017Q2: 29,560 shares; 2017Q3: 29,415 shares; 2017Q4: 29,005 shares 29,005 $1.51M 0.09% -410 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: 19,077 shares; 2017Q1: 18,665 shares; 2017Q2: 19,215 shares; 2017Q3: 18,791 shares; 2017Q4: 22,278 shares 22,278 $1.5M 0.09% +3,487 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 51,639 shares; 2017Q1: 53,040 shares; 2017Q2: 54,469 shares; 2017Q3: 55,296 shares; 2017Q4: 15,948 shares 15,948 $1.46M 0.09% -39,348 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 31,886 shares; 2017Q1: 29,680 shares; 2017Q2: 27,452 shares; 2017Q3: 26,877 shares; 2017Q4: 19,996 shares 19,996 $1.45M 0.09% -6,881 EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 12,071 shares; 2017Q1: 12,186 shares; 2017Q2: 11,926 shares; 2017Q3: 11,896 shares; 2017Q4: 12,752 shares 12,752 $1.44M 0.09% +856 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 15,714 shares; 2017Q1: 22,863 shares; 2017Q2: 20,577 shares; 2017Q3: 18,805 shares; 2017Q4: 18,098 shares 18,098 $1.29M 0.08% -707 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 6,176 shares; 2017Q4: 31,180 shares 31,180 $1.28M 0.08% +25,004 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 19,335 shares; 2017Q2: 20,434 shares; 2017Q3: 23,157 shares; 2017Q4: 27,648 shares 27,648 $1.27M 0.08% +4,491 Timeline FIREEYE INC FIREEYE INC More: the full row for FIREEYE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 54,366 shares; 2017Q1: 75,110 shares; 2017Q2: 80,415 shares; 2017Q3: 98,526 shares; 2017Q4: 88,990 shares 88,990 $1.26M 0.08% -9,536 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: 567,265 shares; 2017Q1: 117,637 shares; 2017Q2: 58,696 shares; 2017Q3: 37,054 shares; 2017Q4: 32,715 shares 32,715 $1.25M 0.08% -4,339 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,290 shares; 2017Q1: 6,736 shares; 2017Q2: 4,915 shares; 2017Q3: 7,927 shares; 2017Q4: 8,046 shares 8,046 $1.23M 0.07% +119 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 34,046 shares; 2017Q1: 13,625 shares; 2017Q2: 12,978 shares; 2017Q3: 12,333 shares; 2017Q4: 11,780 shares 11,780 $1.23M 0.07% -553 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 19,788 shares; 2017Q1: 22,073 shares; 2017Q2: 23,558 shares; 2017Q3: 22,603 shares; 2017Q4: 21,428 shares 21,428 $1.18M 0.07% -1,175 Timeline 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: 103,190 shares; 2017Q1: 105,037 shares; 2017Q2: 86,430 shares; 2017Q3: 91,381 shares; 2017Q4: 65,100 shares 65,100 $1.14M 0.07% -26,281 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,047 shares; 2017Q1: 15,408 shares; 2017Q2: 18,848 shares; 2017Q3: 22,891 shares; 2017Q4: 18,310 shares 18,310 $1.12M 0.07% -4,581 Timeline IJR 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: 1,597 shares; 2017Q1: 5,782 shares; 2017Q2: 5,932 shares; 2017Q3: 9,009 shares; 2017Q4: 14,438 shares 14,438 $1.11M 0.07% +5,429 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: 11,221 shares; 2017Q1: 10,504 shares; 2017Q2: 10,759 shares; 2017Q3: 12,296 shares; 2017Q4: 11,402 shares 11,402 $1.1M 0.07% -894 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,764 shares; 2017Q1: 7,510 shares; 2017Q2: 7,639 shares; 2017Q3: 7,616 shares; 2017Q4: 8,000 shares 8,000 $1.07M 0.06% +384 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 32,261 shares; 2017Q1: 33,726 shares; 2017Q2: 19,442 shares; 2017Q3: 20,099 shares; 2017Q4: 18,535 shares 18,535 $1.06M 0.06% -1,564 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 27,483 shares; 2017Q1: 26,826 shares; 2017Q2: 24,446 shares; 2017Q3: 23,852 shares; 2017Q4: 23,168 shares 23,168 $1.06M 0.06% -684 Timeline SCHB 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: 13,619 shares; 2017Q1: 17,323 shares; 2017Q2: 15,859 shares; 2017Q3: 16,021 shares; 2017Q4: 16,342 shares 16,342 $1.05M 0.06% +321 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 44,725 shares; 2017Q1: 46,602 shares; 2017Q2: 9,422 shares; 2017Q3: 8,200 shares; 2017Q4: 8,626 shares 8,626 $1.03M 0.06% +426 Timeline SCHD 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: 5,033 shares; 2017Q1: 12,773 shares; 2017Q2: 20,755 shares; 2017Q3: 20,210 shares; 2017Q4: 19,702 shares 19,702 $1.01M 0.06% -508 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,441 shares; 2017Q1: 16,225 shares; 2017Q2: 15,350 shares; 2017Q3: 15,695 shares; 2017Q4: 15,340 shares 15,340 $960K 0.06% -355 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: 181,188 shares; 2017Q1: 189,883 shares; 2017Q2: 195,952 shares; 2017Q3: 196,736 shares; 2017Q4: 7,662 shares 7,662 $947K 0.06% -189,074 Timeline 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: 169,054 shares; 2017Q1: 177,476 shares; 2017Q2: 20,222 shares; 2017Q3: 9,876 shares; 2017Q4: 9,125 shares 9,125 $909K 0.06% -751 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 47,092 shares; 2017Q1: 46,975 shares; 2017Q2: 46,975 shares; 2017Q3: 46,400 shares; 2017Q4: 45,985 shares 45,985 $906K 0.05% -415 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 12,209 shares; 2017Q1: 23,326 shares; 2017Q2: 21,904 shares; 2017Q3: 22,332 shares; 2017Q4: 22,579 shares 22,579 $904K 0.05% +247 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 25,312 shares; 2017Q1: 23,312 shares; 2017Q2: 23,312 shares; 2017Q3: 23,312 shares; 2017Q4: 23,312 shares 23,312 $899K 0.05% 0 Timeline 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 32,287 shares; 2017Q1: 33,007 shares; 2017Q2: 33,465 shares; 2017Q3: 31,770 shares; 2017Q4: 47,999 shares 47,999 $867K 0.05% +16,229 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,580 shares; 2017Q1: 2,610 shares; 2017Q2: 2,610 shares; 2017Q3: 2,590 shares; 2017Q4: 2,723 shares 2,723 $836K 0.05% +133 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 10,157 shares 10,157 $808K 0.05% new Timeline Spectra Energy Partners Spectra Energy Partners More: the full row for Spectra Energy Partners Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,425 shares; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 14,350 shares; 2017Q4: 20,025 shares 20,025 $792K 0.05% +5,675 VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 3,464 shares; 2017Q2: 3,514 shares; 2017Q3: 4,766 shares; 2017Q4: 5,319 shares 5,319 $786K 0.05% +553 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,882 shares; 2017Q1: 8,968 shares; 2017Q2: 8,631 shares; 2017Q3: 8,609 shares; 2017Q4: 9,194 shares 9,194 $777K 0.05% +585 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 413,555 shares; 2017Q1: 419,037 shares; 2017Q2: 396,540 shares; 2017Q3: 411,137 shares; 2017Q4: 18,857 shares 18,857 $768K 0.05% -392,280 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: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 12,009 shares; 2017Q4: 10,466 shares 10,466 $745K 0.05% -1,543 CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,495 shares; 2017Q1: 5,320 shares; 2017Q2: 5,320 shares; 2017Q3: 5,595 shares; 2017Q4: 4,968 shares 4,968 $739K 0.04% -627 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,259 shares; 2017Q1: 2,355 shares; 2017Q2: 2,358 shares; 2017Q3: 2,172 shares; 2017Q4: 2,273 shares 2,273 $730K 0.04% +101 Timeline PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,359 shares; 2017Q1: 3,023 shares; 2017Q2: 5,422 shares; 2017Q3: 5,159 shares; 2017Q4: 4,680 shares 4,680 $729K 0.04% -479 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: 595 shares; 2017Q1: 405 shares; 2017Q2: 569 shares; 2017Q3: 562 shares; 2017Q4: 412 shares 412 $716K 0.04% -150 ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 29,360 shares; 2017Q1: 29,360 shares; 2017Q2: 29,360 shares; 2017Q3: 31,320 shares; 2017Q4: 33,295 shares 33,295 $712K 0.04% +1,975 Timeline DUNKIN BRANDS GROUP INC DUNKIN BRANDS GROUP INC More: the full row for DUNKIN BRANDS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,904 shares; 2017Q1: 10,274 shares; 2017Q2: 10,084 shares; 2017Q3: 10,324 shares; 2017Q4: 10,914 shares 10,914 $704K 0.04% +590 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: 4,537 shares; 2017Q1: 4,525 shares; 2017Q2: 3,825 shares; 2017Q3: 4,219 shares; 2017Q4: 4,499 shares 4,499 $681K 0.04% +280 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 795 shares; 2017Q1: 840 shares; 2017Q2: 923 shares; 2017Q3: 923 shares; 2017Q4: 1,958 shares 1,958 $676K 0.04% +1,035 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 25,245 shares; 2017Q1: 24,015 shares; 2017Q2: 21,855 shares; 2017Q3: 10,410 shares; 2017Q4: 20,525 shares 20,525 $657K 0.04% +10,115 Timeline WESTROCK CO WESTROCK CO More: the full row for WESTROCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,865 shares; 2017Q1: 10,185 shares; 2017Q2: 9,612 shares; 2017Q3: 9,725 shares; 2017Q4: 10,350 shares 10,350 $654K 0.04% +625 WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 21,263 shares 21,263 $648K 0.04% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 12,106 shares 12,106 $643K 0.04% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 3,220 shares; 2017Q2: 3,339 shares; 2017Q3: 4,332 shares; 2017Q4: 4,556 shares 4,556 $641K 0.04% +224 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 25,445 shares; 2017Q1: 26,745 shares; 2017Q2: 26,545 shares; 2017Q3: 29,335 shares; 2017Q4: 29,448 shares 29,448 $617K 0.04% +113 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,740 shares; 2017Q1: 4,740 shares; 2017Q2: 4,540 shares; 2017Q3: 4,515 shares; 2017Q4: 4,545 shares 4,545 $606K 0.04% +30 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: 9,886 shares; 2017Q1: 11,597 shares; 2017Q2: 11,312 shares; 2017Q3: 9,914 shares; 2017Q4: 11,580 shares 11,580 $603K 0.04% +1,666 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: not reported; 2017Q1: 2,695 shares; 2017Q2: 3,060 shares; 2017Q3: 2,420 shares; 2017Q4: 2,626 shares 2,626 $600K 0.04% +206 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,878 shares; 2017Q1: 4,138 shares; 2017Q2: 4,065 shares; 2017Q3: 4,406 shares; 2017Q4: 3,914 shares 3,914 $599K 0.04% -492 Timeline IEFA 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: not reported; 2017Q1: 3,864 shares; 2017Q2: 3,503 shares; 2017Q3: 8,255 shares; 2017Q4: 8,996 shares 8,996 $595K 0.04% +741 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,585 shares; 2017Q1: 1,529 shares; 2017Q2: 1,639 shares; 2017Q3: 15,827 shares; 2017Q4: 3,331 shares 3,331 $579K 0.04% -12,496 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 4,165 shares; 2017Q4: 11,308 shares 11,308 $578K 0.03% +7,143 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,982 shares; 2017Q1: 6,089 shares; 2017Q2: 5,180 shares; 2017Q3: 7,347 shares; 2017Q4: 6,871 shares 6,871 $578K 0.03% -476 Timeline IWB 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: 2,771 shares; 2017Q1: 2,886 shares; 2017Q2: 4,300 shares; 2017Q3: 4,061 shares; 2017Q4: 3,876 shares 3,876 $576K 0.03% -185 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,280 shares; 2017Q1: 4,455 shares; 2017Q2: 5,035 shares; 2017Q3: 5,550 shares; 2017Q4: 6,607 shares 6,607 $576K 0.03% +1,057 Timeline 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,708 shares; 2017Q1: 6,570 shares; 2017Q2: 6,064 shares; 2017Q3: 6,091 shares; 2017Q4: 6,032 shares 6,032 $560K 0.03% -59 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 15,516 shares; 2017Q1: 15,224 shares; 2017Q2: 14,522 shares; 2017Q3: 12,894 shares; 2017Q4: 13,017 shares 13,017 $557K 0.03% +123 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 29,360 shares; 2017Q2: 30,270 shares; 2017Q3: 30,635 shares; 2017Q4: 32,785 shares 32,785 $554K 0.03% +2,150 Timeline 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: 6,435 shares; 2017Q1: 7,075 shares; 2017Q2: 7,590 shares; 2017Q3: 7,929 shares; 2017Q4: 7,635 shares 7,635 $550K 0.03% -294 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,385 shares; 2017Q1: 4,179 shares; 2017Q2: 3,848 shares; 2017Q3: 3,833 shares; 2017Q4: 3,712 shares 3,712 $536K 0.03% -121 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,856 shares; 2017Q1: 18,391 shares; 2017Q2: 16,999 shares; 2017Q3: 16,762 shares; 2017Q4: 17,592 shares 17,592 $534K 0.03% +830 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 16,845 shares; 2017Q3: 24,325 shares; 2017Q4: 26,723 shares 26,723 $532K 0.03% +2,398 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: 3,728 shares; 2017Q1: 4,455 shares; 2017Q2: 4,208 shares; 2017Q3: 3,718 shares; 2017Q4: 3,448 shares 3,448 $529K 0.03% -270 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,847 shares; 2017Q1: 3,941 shares; 2017Q2: 4,574 shares; 2017Q3: 3,990 shares; 2017Q4: 4,355 shares 4,355 $526K 0.03% +365 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 14,176 shares; 2017Q4: 18,764 shares 18,764 $524K 0.03% +4,588 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,632 shares; 2017Q1: 3,632 shares; 2017Q2: 3,616 shares; 2017Q3: 3,527 shares; 2017Q4: 3,552 shares 3,552 $515K 0.03% +25 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 4,649 shares; 2017Q2: 4,649 shares; 2017Q3: 3,500 shares; 2017Q4: 3,309 shares 3,309 $512K 0.03% -191 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,433 shares; 2017Q1: 2,280 shares; 2017Q2: 2,310 shares; 2017Q3: 2,507 shares; 2017Q4: 4,111 shares 4,111 $511K 0.03% +1,604 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,396 shares; 2017Q1: 5,278 shares; 2017Q2: 4,885 shares; 2017Q3: 5,657 shares; 2017Q4: 5,107 shares 5,107 $510K 0.03% -550 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,821 shares; 2017Q1: 5,260 shares; 2017Q2: 4,420 shares; 2017Q3: 4,285 shares; 2017Q4: 4,045 shares 4,045 $508K 0.03% -240 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,480 shares; 2017Q1: 1,878 shares; 2017Q2: 2,126 shares; 2017Q3: 2,216 shares; 2017Q4: 2,030 shares 2,030 $502K 0.03% -186 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,970 shares; 2017Q1: 4,715 shares; 2017Q2: 5,115 shares; 2017Q3: 5,000 shares; 2017Q4: 5,615 shares 5,615 $500K 0.03% +615 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,465 shares; 2017Q1: 3,381 shares; 2017Q2: 3,171 shares; 2017Q3: 3,126 shares; 2017Q4: 3,709 shares 3,709 $497K 0.03% +583 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 28,592 shares; 2017Q1: 49,692 shares; 2017Q2: 46,892 shares; 2017Q3: 46,892 shares; 2017Q4: 28,592 shares 28,592 $493K 0.03% -18,300 Timeline KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,293 shares; 2017Q1: 4,163 shares; 2017Q2: 3,438 shares; 2017Q3: 3,658 shares; 2017Q4: 4,553 shares 4,553 $479K 0.03% +895 XILINX INC XILINX INC More: the full row for XILINX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,841 shares; 2017Q1: 11,601 shares; 2017Q2: 9,061 shares; 2017Q3: 7,546 shares; 2017Q4: 7,061 shares 7,061 $476K 0.03% -485 CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,636 shares; 2017Q4: 2,980 shares 2,980 $470K 0.03% +344 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: 940 shares; 2017Q1: 1,373 shares; 2017Q2: 798 shares; 2017Q3: 898 shares; 2017Q4: 901 shares 901 $463K 0.03% +3 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: not reported; 2017Q1: 4,969 shares; 2017Q2: 4,969 shares; 2017Q3: 4,619 shares; 2017Q4: 5,183 shares 5,183 $462K 0.03% +564 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,360 shares; 2017Q1: 8,644 shares; 2017Q2: 7,144 shares; 2017Q3: 7,144 shares; 2017Q4: 6,704 shares 6,704 $460K 0.03% -440 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,703 shares; 2017Q1: 5,798 shares; 2017Q2: 5,922 shares; 2017Q3: 5,771 shares; 2017Q4: 5,871 shares 5,871 $457K 0.03% +100 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,192 shares; 2017Q1: 5,612 shares; 2017Q2: 5,584 shares; 2017Q3: 5,802 shares; 2017Q4: 6,033 shares 6,033 $455K 0.03% +231 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,870 shares; 2017Q1: 12,695 shares; 2017Q2: 12,940 shares; 2017Q3: 13,285 shares; 2017Q4: 13,975 shares 13,975 $452K 0.03% +690 Timeline STERICYCLE INC STERICYCLE INC More: the full row for STERICYCLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,568 shares; 2017Q1: 5,123 shares; 2017Q2: 5,152 shares; 2017Q3: 5,267 shares; 2017Q4: 6,517 shares 6,517 $443K 0.03% +1,250 CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,429 shares; 2017Q4: 2,457 shares 2,457 $434K 0.03% +28 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: 1,723 shares; 2017Q1: 1,698 shares; 2017Q2: 1,609 shares; 2017Q3: 1,590 shares; 2017Q4: 2,328 shares 2,328 $433K 0.03% +738 Timeline MERIDIAN BIOSCIENCE INC MERIDIAN BIOSCIENCE INC More: the full row for MERIDIAN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 20,366 shares; 2017Q1: 20,965 shares; 2017Q2: 23,180 shares; 2017Q3: 24,985 shares; 2017Q4: 30,565 shares 30,565 $428K 0.03% +5,580 INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 14,630 shares; 2017Q4: 20,955 shares 20,955 $422K 0.03% +6,325 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: 5,200 shares; 2017Q1: 5,460 shares; 2017Q2: 4,960 shares; 2017Q3: 5,365 shares; 2017Q4: 5,900 shares 5,900 $416K 0.03% +535 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,022 shares; 2017Q1: 4,656 shares; 2017Q2: 5,627 shares; 2017Q3: 3,935 shares; 2017Q4: 4,194 shares 4,194 $414K 0.03% +259 Timeline 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: 18,239 shares; 2017Q1: 9,271 shares; 2017Q2: 6,389 shares; 2017Q3: 4,741 shares; 2017Q4: 5,694 shares 5,694 $413K 0.02% +953 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 3,659 shares; 2017Q4: 4,054 shares 4,054 $404K 0.02% +395 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 12,640 shares 12,640 $403K 0.02% 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: 13,569 shares; 2017Q1: 11,617 shares; 2017Q2: 10,471 shares; 2017Q3: 11,522 shares; 2017Q4: 8,496 shares 8,496 $402K 0.02% -3,026 Timeline ISCV 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: not reported; 2017Q1: 2,969 shares; 2017Q2: 2,969 shares; 2017Q3: 2,969 shares; 2017Q4: 2,639 shares 2,639 $402K 0.02% -330 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 20,645 shares; 2017Q1: 24,145 shares; 2017Q2: 24,145 shares; 2017Q3: 24,145 shares; 2017Q4: 19,145 shares 19,145 $395K 0.02% -5,000 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: 1,467 shares; 2017Q1: 1,367 shares; 2017Q2: 1,467 shares; 2017Q3: 1,517 shares; 2017Q4: 1,547 shares 1,547 $386K 0.02% +30 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,707 shares; 2017Q1: 7,744 shares; 2017Q2: 4,728 shares; 2017Q3: 6,265 shares; 2017Q4: 5,182 shares 5,182 $381K 0.02% -1,083 Timeline SHELL MIDSTREAM PARTNERS L P SHELL MIDSTREAM PARTNERS L P More: the full row for SHELL MIDSTREAM PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 9,600 shares; 2017Q3: 9,600 shares; 2017Q4: 12,600 shares 12,600 $376K 0.02% +3,000 SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,211 shares; 2017Q1: 2,211 shares; 2017Q2: 2,323 shares; 2017Q3: 2,173 shares; 2017Q4: 2,173 shares 2,173 $373K 0.02% 0 Timeline ITOT 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: 6,000 shares; 2017Q1: 6,000 shares; 2017Q2: 6,000 shares; 2017Q3: 6,000 shares; 2017Q4: 6,000 shares 6,000 $367K 0.02% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 14,031 shares; 2017Q2: 13,741 shares; 2017Q3: 13,741 shares; 2017Q4: 12,197 shares 12,197 $367K 0.02% -1,544 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 5,375 shares 5,375 $367K 0.02% new SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 21,280 shares; 2017Q3: 26,170 shares; 2017Q4: 8,985 shares 8,985 $359K 0.02% -17,185 Timeline IJH 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: not reported; 2017Q1: 1,895 shares; 2017Q2: 2,378 shares; 2017Q3: 1,577 shares; 2017Q4: 1,882 shares 1,882 $357K 0.02% +305 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: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,271 shares 2,271 $352K 0.02% new TWENTY FIRST CENTY FOX INC TWENTY FIRST CENTY FOX INC More: the full row for TWENTY FIRST CENTY FOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,847 shares; 2017Q1: 10,587 shares; 2017Q2: 9,712 shares; 2017Q3: 8,272 shares; 2017Q4: 10,077 shares 10,077 $348K 0.02% +1,805 KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 474,911 shares; 2017Q1: 509,002 shares; 2017Q2: 45,406 shares; 2017Q3: 29,297 shares; 2017Q4: 12,591 shares 12,591 $346K 0.02% -16,706 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,840 shares; 2017Q1: 1,629 shares; 2017Q2: 1,562 shares; 2017Q3: 1,843 shares; 2017Q4: 1,818 shares 1,818 $345K 0.02% -25 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 10,000 shares 10,000 $333K 0.02% new Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 18,600 shares; 2017Q4: 20,383 shares 20,383 $329K 0.02% +1,783 Timeline AGG 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: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,974 shares 2,974 $325K 0.02% new Timeline IJK 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: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,322 shares; 2017Q4: 1,487 shares 1,487 $321K 0.02% +165 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 10,018 shares 10,018 $321K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,809 shares; 2017Q1: 2,809 shares; 2017Q2: 2,809 shares; 2017Q3: 2,809 shares; 2017Q4: 2,809 shares 2,809 $319K 0.02% 0 Timeline 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: not reported; 2017Q1: 2,192 shares; 2017Q2: 2,455 shares; 2017Q3: 2,192 shares; 2017Q4: 2,647 shares 2,647 $319K 0.02% +455 Timeline Phillips 66 Partners LP Phillips 66 Partners LP More: the full row for Phillips 66 Partners LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 6,000 shares 6,000 $314K 0.02% new BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4,565 shares 4,565 $307K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 2,422 shares; 2017Q3: 2,922 shares; 2017Q4: 3,037 shares 3,037 $302K 0.02% +115 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,650 shares; 2017Q1: 8,531 shares; 2017Q2: 11,171 shares; 2017Q3: 6,715 shares; 2017Q4: 6,245 shares 6,245 $300K 0.02% -470 Timeline IVW 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: 1,668 shares; 2017Q1: 1,737 shares; 2017Q2: 1,737 shares; 2017Q3: 1,953 shares; 2017Q4: 1,953 shares 1,953 $298K 0.02% 0 Timeline PRAXAIR INC PRAXAIR INC More: the full row for PRAXAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,643 shares; 2017Q1: 3,438 shares; 2017Q2: 2,014 shares; 2017Q3: 2,252 shares; 2017Q4: 1,914 shares 1,914 $296K 0.02% -338 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: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 615 shares; 2017Q4: 2,751 shares 2,751 $294K 0.02% +2,136 Timeline NUSTAR ENERGY LP NUSTAR ENERGY LP More: the full row for NUSTAR ENERGY LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,820 shares; 2017Q1: 9,820 shares; 2017Q2: 9,820 shares; 2017Q3: 9,820 shares; 2017Q4: 9,820 shares 9,820 $294K 0.02% 0 NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,700 shares; 2017Q1: not reported; 2017Q2: 5,400 shares; 2017Q3: 5,400 shares; 2017Q4: 5,400 shares 5,400 $290K 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,511 shares 2,511 $279K 0.02% new Timeline IGIB 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: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,525 shares 2,525 $276K 0.02% new 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,100 shares; 2017Q1: 3,987 shares; 2017Q2: 3,337 shares; 2017Q3: 2,875 shares; 2017Q4: 2,875 shares 2,875 $273K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 3,429 shares 3,429 $271K 0.02% new Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 5,750 shares; 2017Q3: 5,750 shares; 2017Q4: 6,250 shares 6,250 $269K 0.02% +500 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,903 shares; 2017Q4: 2,895 shares 2,895 $266K 0.02% -8 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 3,575 shares; 2017Q4: 3,850 shares 3,850 $263K 0.02% +275 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,984 shares; 2017Q1: 1,776 shares; 2017Q2: 2,495 shares; 2017Q3: 2,749 shares; 2017Q4: 1,930 shares 1,930 $262K 0.02% -819 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,571 shares; 2017Q1: 3,440 shares; 2017Q2: 3,345 shares; 2017Q3: 3,150 shares; 2017Q4: 3,615 shares 3,615 $259K 0.02% +465 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,770 shares; 2017Q1: 6,770 shares; 2017Q2: 6,135 shares; 2017Q3: 6,135 shares; 2017Q4: 5,920 shares 5,920 $255K 0.02% -215 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: 2,162 shares; 2017Q1: 2,162 shares; 2017Q2: 2,162 shares; 2017Q3: 2,302 shares; 2017Q4: 2,162 shares 2,162 $253K 0.02% -140 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4,429 shares 4,429 $252K 0.02% new 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: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,430 shares; 2017Q4: 1,564 shares 1,564 $252K 0.02% +134 Timeline DIEBOLD NXDF INC DIEBOLD NXDF INC More: the full row for DIEBOLD NXDF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 12,775 shares; 2017Q4: 14,785 shares 14,785 $242K 0.01% +2,010 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; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,521 shares; 2017Q4: 2,546 shares 2,546 $241K 0.01% +25 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,333 shares; 2017Q1: 1,958 shares; 2017Q2: 1,726 shares; 2017Q3: 2,361 shares; 2017Q4: 1,633 shares 1,633 $238K 0.01% -728 Timeline THS TREEHOUSE FOODS INC More: the full row for TREEHOUSE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 3,455 shares; 2017Q3: 4,080 shares; 2017Q4: 4,800 shares 4,800 $237K 0.01% +720 Timeline IVE 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: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,065 shares; 2017Q4: 2,065 shares 2,065 $236K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,147 shares; 2017Q3: 1,147 shares; 2017Q4: 1,018 shares 1,018 $229K 0.01% -129 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 276,823 shares; 2017Q1: 288,693 shares; 2017Q2: 295,185 shares; 2017Q3: 294,606 shares; 2017Q4: 5,440 shares 5,440 $229K 0.01% -289,166 Timeline CDK GLOBAL INC CDK GLOBAL INC More: the full row for CDK GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 3,395 shares; 2017Q2: 3,395 shares; 2017Q3: 3,209 shares; 2017Q4: 3,209 shares 3,209 $229K 0.01% 0 D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,817 shares 2,817 $228K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 553 shares 553 $227K 0.01% 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: 1,737 shares; 2017Q1: not reported; 2017Q2: 1,920 shares; 2017Q3: 1,612 shares; 2017Q4: 1,798 shares 1,798 $226K 0.01% +186 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: 7,573 shares; 2017Q1: 7,510 shares; 2017Q2: 4,890 shares; 2017Q3: 4,284 shares; 2017Q4: 4,085 shares 4,085 $224K 0.01% -199 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,698 shares 2,698 $220K 0.01% new 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: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,623 shares 1,623 $216K 0.01% new 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: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,100 shares 1,100 $216K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 59,429 shares; 2017Q2: 12,641 shares; 2017Q3: 6,420 shares; 2017Q4: 5,421 shares 5,421 $212K 0.01% -999 Timeline INGERSOLL-RAND PLC INGERSOLL-RAND PLC More: the full row for INGERSOLL-RAND PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,373 shares 2,373 $212K 0.01% new 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: 853 shares; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 853 shares; 2017Q4: 820 shares 820 $209K 0.01% -33 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 23,507 shares; 2017Q1: 7,978 shares; 2017Q2: 8,871 shares; 2017Q3: 5,440 shares; 2017Q4: 3,735 shares 3,735 $209K 0.01% -1,705 Timeline RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,110 shares 1,110 $209K 0.01% new KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,188 shares; 2017Q1: 10,188 shares; 2017Q2: 10,188 shares; 2017Q3: 10,188 shares; 2017Q4: 10,188 shares 10,188 $205K 0.01% 0 Timeline TIER REIT COM TIER REIT COM More: the full row for TIER REIT COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 10,000 shares 10,000 $204K 0.01% new F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,575 shares; 2017Q1: 17,575 shares; 2017Q2: 16,840 shares; 2017Q3: 25,983 shares; 2017Q4: 16,099 shares 16,099 $201K 0.01% -9,884 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 817 shares 817 $200K 0.01% new Timeline FLG-PU FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,946 shares; 2017Q1: 4,946 shares; 2017Q2: 4,946 shares; 2017Q3: 3,946 shares; 2017Q4: 3,946 shares 3,946 $200K 0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 25,800 shares; 2017Q1: 25,800 shares; 2017Q2: 25,800 shares; 2017Q3: 25,050 shares; 2017Q4: 11,025 shares 11,025 $20K <0.01% -14,025 Timeline REPROS THERAPEUTICS INC REPROS THERAPEUTICS INC More: the full row for REPROS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,000 shares; 2017Q1: 11,000 shares; 2017Q2: 11,000 shares; 2017Q3: 11,000 shares; 2017Q4: 11,000 shares 11,000 $7K <0.01% 0