AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 43,615 shares; 2017Q1: 42,703 shares; 2017Q2: 42,847 shares 42,847 $6.17M 3.81% +144 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 26,828 shares; 2017Q1: 26,566 shares; 2017Q2: 26,844 shares 26,844 $5.58M 3.44% +278 Timeline AETNA INC NEW AETNA INC NEW More: the full row for AETNA INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 31,751 shares; 2017Q1: 32,026 shares; 2017Q2: 32,281 shares 32,281 $4.9M 3.02% +255 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 31,344 shares; 2017Q1: 31,389 shares; 2017Q2: 31,399 shares 31,399 $4.74M 2.93% +10 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,128 shares; 2017Q1: 4,484 shares; 2017Q2: 4,801 shares 4,801 $4.65M 2.87% +317 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 59,005 shares; 2017Q1: 56,770 shares; 2017Q2: 58,440 shares 58,440 $4.6M 2.84% +1,670 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 31,440 shares; 2017Q1: 31,220 shares; 2017Q2: 32,295 shares 32,295 $4.57M 2.82% +1,075 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 34,336 shares; 2017Q1: 34,862 shares; 2017Q2: 36,518 shares 36,518 $4.56M 2.81% +1,656 Timeline IAC INTERACTIVECORP IAC INTERACTIVECORP More: the full row for IAC INTERACTIVECORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 38,775 shares; 2017Q1: 39,585 shares; 2017Q2: 41,385 shares 41,385 $4.27M 2.64% +1,800 CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 33,372 shares; 2017Q1: 33,535 shares; 2017Q2: 33,785 shares 33,785 $4.26M 2.63% +250 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,491 shares; 2017Q1: 4,527 shares; 2017Q2: 4,623 shares 4,623 $4.2M 2.59% +96 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 28,214 shares; 2017Q1: 27,944 shares; 2017Q2: 28,164 shares 28,164 $4.09M 2.53% +220 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 37,008 shares; 2017Q1: 37,193 shares; 2017Q2: 37,548 shares 37,548 $4.09M 2.52% +355 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 65,461 shares; 2017Q1: 65,244 shares; 2017Q2: 65,196 shares 65,196 $4.05M 2.5% -48 DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 56,298 shares; 2017Q1: 57,298 shares; 2017Q2: 57,855 shares 57,855 $4M 2.47% +557 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 23,072 shares; 2017Q1: 23,261 shares; 2017Q2: 23,923 shares 23,923 $3.86M 2.38% +662 TIME WARNER INC TIME WARNER INC More: the full row for TIME WARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 38,500 shares; 2017Q1: 38,225 shares; 2017Q2: 38,425 shares 38,425 $3.86M 2.38% +200 AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 60,318 shares; 2017Q1: 60,045 shares; 2017Q2: 60,655 shares 60,655 $3.79M 2.34% +610 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 26,972 shares; 2017Q2: 128,263 shares 128,263 $3.59M 2.21% +101,291 COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 83,500 shares; 2017Q1: 84,133 shares; 2017Q2: 81,574 shares 81,574 $3.59M 2.21% -2,559 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 50,902 shares; 2017Q1: 51,197 shares; 2017Q2: 60,271 shares 60,271 $3.49M 2.15% +9,074 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 43,196 shares; 2017Q1: 44,019 shares; 2017Q2: 48,327 shares 48,327 $3.33M 2.06% +4,308 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,208 shares; 2017Q1: 10,062 shares; 2017Q2: 18,975 shares 18,975 $3.3M 2.04% +8,913 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 53,412 shares; 2017Q1: 54,912 shares; 2017Q2: 59,507 shares 59,507 $3.3M 2.03% +4,595 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 22,801 shares; 2017Q1: 22,036 shares; 2017Q2: 21,864 shares 21,864 $2.9M 1.79% -172 Timeline CERNER CORP CERNER CORP More: the full row for CERNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 38,270 shares; 2017Q1: 37,830 shares; 2017Q2: 37,410 shares 37,410 $2.49M 1.53% -420 POWERSHARES ETF TR II S&P S… POWERSHARES ETF TR II S&P SMCP More: the full row for POWERSHARES ETF TR II S&P SMCP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 29,531 shares; 2017Q1: 30,137 shares; 2017Q2: 31,622 shares 31,622 $2.34M 1.44% +1,485 HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 59,836 shares; 2017Q1: 59,443 shares; 2017Q2: 48,430 shares 48,430 $2.12M 1.31% -11,013 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 34,067 shares; 2017Q1: 33,632 shares; 2017Q2: 24,270 shares 24,270 $1.95M 1.2% -9,362 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 8,348 shares 8,348 $1.95M 1.2% new IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 43,155 shares; 2017Q1: 43,155 shares; 2017Q2: 43,155 shares 43,155 $1.91M 1.18% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,388 shares; 2017Q1: 11,165 shares; 2017Q2: 18,106 shares 18,106 $1.83M 1.13% +6,941 Timeline Maiden Holdings 8.25%Prp Cl… Maiden Holdings 8.25%Prp Cl8/2 More: the full row for Maiden Holdings 8.25%Prp Cl8/2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 71,490 shares; 2017Q1: 64,318 shares; 2017Q2: 68,229 shares 68,229 $1.74M 1.07% +3,911 PARTNERRE 6.5 SERIES G CUM … PARTNERRE 6.5 SERIES G CUM RE More: the full row for PARTNERRE 6.5 SERIES G CUM RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 62,147 shares; 2017Q1: 61,359 shares; 2017Q2: 61,259 shares 61,259 $1.67M 1.03% -100 ING GROUP N V PERP HYB CAP ING GROUP N V PERP HYB CAP More: the full row for ING GROUP N V PERP HYB CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 52,573 shares; 2017Q1: 52,073 shares; 2017Q2: 52,073 shares 52,073 $1.35M 0.83% 0 PARTNERRE LT 5.875 PFD PARTNERRE LT 5.875 PFD More: the full row for PARTNERRE LT 5.875 PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 42,596 shares; 2017Q1: 42,596 shares; 2017Q2: 42,553 shares 42,553 $1.12M 0.69% -43 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,813 shares; 2017Q1: 4,608 shares; 2017Q2: 4,608 shares 4,608 $1.11M 0.69% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 16,286 shares; 2017Q1: 16,336 shares; 2017Q2: 14,982 shares 14,982 $1.02M 0.63% -1,354 Timeline United Parcel Service, Inc United Parcel Service, Inc More: the full row for United Parcel Service, Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 57,802 shares; 2017Q1: 57,802 shares; 2017Q2: 57,802 shares 57,802 $997K 0.62% 0 DDT DILLARDS CAP TST I 7.50%CP SEC More: the full row for DILLARDS CAP TST I 7.50%CP SEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 37,138 shares; 2017Q1: 37,138 shares; 2017Q2: 34,938 shares 34,938 $902K 0.56% -2,200 Timeline XLE 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,159 shares; 2017Q1: 13,159 shares; 2017Q2: 13,159 shares 13,159 $854K 0.53% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,275 shares; 2017Q1: 4,905 shares; 2017Q2: 7,005 shares 7,005 $844K 0.52% +2,100 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,650 shares; 2017Q1: 9,350 shares; 2017Q2: 9,350 shares 9,350 $826K 0.51% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 34,240 shares; 2017Q1: 32,520 shares; 2017Q2: 32,149 shares 32,149 $793K 0.49% -371 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,150 shares; 2017Q1: 5,150 shares; 2017Q2: 5,150 shares 5,150 $792K 0.49% 0 Timeline MAIDEN HLDNG 7.125 SRS C NO… MAIDEN HLDNG 7.125 SRS C NON CUM … More: the full row for MAIDEN HLDNG 7.125 SRS C NON CUM PRF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 28,098 shares; 2017Q1: 26,598 shares; 2017Q2: 27,650 shares 27,650 $732K 0.45% +1,052 IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,812 shares; 2017Q1: 8,712 shares; 2017Q2: 8,573 shares 8,573 $721K 0.44% -139 Timeline PARTNERRE LTD. PARTNERRE LTD. More: the full row for PARTNERRE LTD. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 25,137 shares; 2017Q1: 24,637 shares; 2017Q2: 24,637 shares 24,637 $714K 0.44% 0 DISCOVER FINANCIAL SVS 6.50… DISCOVER FINANCIAL SVS 6.50% S More: the full row for DISCOVER FINANCIAL SVS 6.50% S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 27,702 shares; 2017Q1: 27,702 shares; 2017Q2: 27,327 shares 27,327 $704K 0.43% -375 ZIONS BANCORP 5.75% SER H (… ZIONS BANCORP 5.75% SER H (ZB- More: the full row for ZIONS BANCORP 5.75% SER H (ZB- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 26,410 shares; 2017Q1: 26,410 shares; 2017Q2: 26,660 shares 26,660 $686K 0.42% +250 DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,128 shares; 2017Q1: 11,783 shares; 2017Q2: 12,783 shares 12,783 $665K 0.41% +1,000 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,400 shares; 2017Q1: 9,800 shares; 2017Q2: 9,300 shares 9,300 $663K 0.41% -500 CIMAREX ENERGY CO COM CIMAREX ENERGY CO COM More: the full row for CIMAREX ENERGY CO COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 12,661 shares; 2017Q1: 13,273 shares; 2017Q2: 6,513 shares 6,513 $612K 0.38% -6,760 SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,076 shares; 2017Q1: 6,751 shares; 2017Q2: 6,851 shares 6,851 $601K 0.37% +100 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,900 shares; 2017Q1: 3,900 shares; 2017Q2: 3,900 shares 3,900 $550K 0.34% 0 Timeline MHNC MAIDEN HLDGS NORTH AMERICA LTD More: the full row for MAIDEN HLDGS NORTH AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 20,755 shares; 2017Q1: 20,505 shares; 2017Q2: 19,755 shares 19,755 $532K 0.33% -750 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,180 shares; 2017Q1: 3,170 shares; 2017Q2: 5,005 shares 5,005 $523K 0.32% +1,835 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 22,213 shares; 2017Q1: 18,263 shares; 2017Q2: 18,133 shares 18,133 $519K 0.32% -130 Timeline ONEOK PARTNERS LP LTD PARTN ONEOK PARTNERS LP LTD PARTN More: the full row for ONEOK PARTNERS LP LTD PARTN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,100 shares; 2017Q1: 9,345 shares; 2017Q2: 9,270 shares 9,270 $473K 0.29% -75 AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,461 shares; 2017Q1: 3,411 shares; 2017Q2: 3,476 shares 3,476 $460K 0.28% +65 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 14,932 shares 14,932 $452K 0.28% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,775 shares; 2017Q1: 5,750 shares; 2017Q2: 5,975 shares 5,975 $440K 0.27% +225 Timeline POWERSHARES ETF TR II S&P S… POWERSHARES ETF TR II S&P SMCP More: the full row for POWERSHARES ETF TR II S&P SMCP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,650 shares; 2017Q1: 4,755 shares; 2017Q2: 4,936 shares 4,936 $434K 0.27% +181 HUNTINGTON BANCSHARES INCOR… HUNTINGTON BANCSHARES INCORPORTED… More: the full row for HUNTINGTON BANCSHARES INCORPORTED DSHS 1/40 PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 16,327 shares; 2017Q1: 16,327 shares; 2017Q2: 16,327 shares 16,327 $427K 0.26% 0 DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 4,550 shares 4,550 $412K 0.25% new 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,165 shares; 2017Q1: 17,065 shares; 2017Q2: 13,575 shares 13,575 $368K 0.23% -3,490 Timeline EBIX INC EBIX INC More: the full row for EBIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,550 shares; 2017Q1: 7,680 shares; 2017Q2: 6,805 shares 6,805 $367K 0.23% -875 GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 18,000 shares; 2017Q1: 12,000 shares; 2017Q2: 12,000 shares 12,000 $361K 0.22% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 23,750 shares; 2017Q1: 21,250 shares; 2017Q2: 19,775 shares 19,775 $355K 0.22% -1,475 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,954 shares; 2017Q1: 7,954 shares; 2017Q2: 7,954 shares 7,954 $354K 0.22% 0 Timeline BK OF AMERICA CORP PFD CUM … BK OF AMERICA CORP PFD CUM SER C More: the full row for BK OF AMERICA CORP PFD CUM SER C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 15,750 shares; 2017Q1: 13,250 shares; 2017Q2: 12,900 shares 12,900 $346K 0.21% -350 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,600 shares; 2017Q1: 6,600 shares; 2017Q2: 6,600 shares 6,600 $330K 0.2% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,809 shares; 2017Q1: 4,035 shares; 2017Q2: 5,005 shares 5,005 $329K 0.2% +970 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,600 shares; 2017Q1: 5,600 shares; 2017Q2: 5,600 shares 5,600 $313K 0.19% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,031 shares; 2017Q1: 2,833 shares; 2017Q2: 2,690 shares 2,690 $313K 0.19% -143 Timeline COTT CORP QUE COTT CORP QUE More: the full row for COTT CORP QUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 18,950 shares; 2017Q1: 20,900 shares; 2017Q2: 20,025 shares 20,025 $289K 0.18% -875 ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,085 shares; 2017Q1: 1,060 shares; 2017Q2: 1,095 shares 1,095 $282K 0.17% +35 Timeline VECTOR GROUP LTD VECTOR GROUP LTD More: the full row for VECTOR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,942 shares; 2017Q1: 12,317 shares; 2017Q2: 13,071 shares 13,071 $279K 0.17% +754 KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,567 shares; 2017Q1: 16,892 shares; 2017Q2: 14,875 shares 14,875 $273K 0.17% -2,017 Timeline BANCORPSOUTH INC BANCORPSOUTH INC More: the full row for BANCORPSOUTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,950 shares; 2017Q1: 1,975 shares; 2017Q2: 8,930 shares 8,930 $272K 0.17% +6,955 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 107,440 shares; 2017Q1: 10,028 shares; 2017Q2: 9,619 shares 9,619 $260K 0.16% -409 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 1 shares; 2017Q2: 1 shares 1 $255K 0.16% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,190 shares; 2017Q1: 2,190 shares; 2017Q2: 2,190 shares 2,190 $253K 0.16% 0 Timeline CITIGROUP PREF 6.3 CITIGROUP PREF 6.3 More: the full row for CITIGROUP PREF 6.3 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,372 shares; 2017Q1: 9,372 shares; 2017Q2: 9,372 shares 9,372 $250K 0.15% 0 ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,260 shares; 2017Q1: 4,402 shares; 2017Q2: 5,112 shares 5,112 $246K 0.15% +710 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,000 shares; 2017Q1: 3,000 shares; 2017Q2: 3,000 shares 3,000 $240K 0.15% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,950 shares; 2017Q1: 4,000 shares; 2017Q2: 4,850 shares 4,850 $239K 0.15% +850 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,050 shares; 2017Q1: 6,100 shares; 2017Q2: 6,100 shares 6,100 $237K 0.15% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 450 shares; 2017Q1: 532 shares; 2017Q2: 552 shares 552 $237K 0.15% +20 Timeline iShares MSCI Russia ETF Spe… iShares MSCI Russia ETF Special More: the full row for iShares MSCI Russia ETF Special Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,220 shares; 2017Q1: 8,220 shares; 2017Q2: 8,220 shares 8,220 $237K 0.15% 0 POWERSHARES S&P SMALLCAP POWERSHARES S&P SMALLCAP More: the full row for POWERSHARES S&P SMALLCAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 3,668 shares; 2017Q2: 4,303 shares 4,303 $222K 0.14% +635 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 2,650 shares; 2017Q2: 2,650 shares 2,650 $218K 0.13% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,609 shares; 2017Q1: 1,609 shares; 2017Q2: 1,609 shares 1,609 $213K 0.13% 0 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,150 shares; 2017Q1: 6,150 shares; 2017Q2: 6,225 shares 6,225 $196K 0.12% +75 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,765 shares; 2017Q1: 1,765 shares; 2017Q2: 1,855 shares 1,855 $186K 0.11% +90 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,775 shares; 2017Q1: 2,825 shares; 2017Q2: 3,135 shares 3,135 $184K 0.11% +310 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,000 shares; 2017Q1: 10,150 shares; 2017Q2: 10,150 shares 10,150 $183K 0.11% 0 Timeline VCA ANTECH INC VCA ANTECH INC More: the full row for VCA ANTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,970 shares; 2017Q1: 1,970 shares; 2017Q2: 1,970 shares 1,970 $182K 0.11% 0 VERINT SYS INC VERINT SYS INC More: the full row for VERINT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,050 shares; 2017Q1: 4,300 shares; 2017Q2: 4,300 shares 4,300 $175K 0.11% 0 WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,380 shares; 2017Q1: 5,080 shares; 2017Q2: 5,145 shares 5,145 $172K 0.11% +65 Timeline GOLDMAN SACHS GROUP IN DEP … GOLDMAN SACHS GROUP IN DEP 1/1000… More: the full row for GOLDMAN SACHS GROUP IN DEP 1/1000 SER N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,320 shares; 2017Q1: 5,820 shares; 2017Q2: 5,820 shares 5,820 $160K 0.1% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 12,135 shares; 2017Q1: 11,785 shares; 2017Q2: 5,825 shares 5,825 $153K 0.09% -5,960 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,260 shares; 2017Q1: not reported; 2017Q2: 1,260 shares 1,260 $152K 0.09% new Timeline EXPRESS SCRIPTS HLDG CO EXPRESS SCRIPTS HLDG CO More: the full row for EXPRESS SCRIPTS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,337 shares; 2017Q1: 2,337 shares; 2017Q2: 2,337 shares 2,337 $149K 0.09% 0 Wells Fargo Co Pfd Non-Cuml… Wells Fargo Co Pfd Non-Cumlative … More: the full row for Wells Fargo Co Pfd Non-Cumlative Class A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,250 shares; 2017Q1: 5,750 shares; 2017Q2: 5,750 shares 5,750 $149K 0.09% 0 CAVIUM INC CAVIUM INC More: the full row for CAVIUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,050 shares; 2017Q1: 1,600 shares; 2017Q2: 2,295 shares 2,295 $143K 0.09% +695 DCP MIDSTREAM LP DCP MIDSTREAM LP More: the full row for DCP MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,550 shares; 2017Q1: 4,150 shares; 2017Q2: 4,150 shares 4,150 $140K 0.09% 0 ENLINK MIDSTREAM PARTNERS LP ENLINK MIDSTREAM PARTNERS LP More: the full row for ENLINK MIDSTREAM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,025 shares; 2017Q1: 6,625 shares; 2017Q2: 8,140 shares 8,140 $138K 0.09% +1,515 PENNYMAC MTG INVT TR PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 5,350 shares 5,350 $135K 0.08% new FITB FIFTH THIRD BANCORP DEPO SHS R More: the full row for FIFTH THIRD BANCORP DEPO SHS R Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 4,400 shares 4,400 $132K 0.08% new Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,675 shares; 2017Q1: 1,675 shares; 2017Q2: 1,675 shares 1,675 $126K 0.08% 0 Timeline CPRN CITIGROUP CAP XIII 7.875% TR P More: the full row for CITIGROUP CAP XIII 7.875% TR P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 4,850 shares 4,850 $126K 0.08% new 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,825 shares; 2017Q1: 1,825 shares; 2017Q2: 1,940 shares 1,940 $124K 0.08% +115 Timeline LIFE STORAGE INC LIFE STORAGE INC More: the full row for LIFE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,425 shares; 2017Q1: 2,275 shares; 2017Q2: 1,675 shares 1,675 $124K 0.08% -600 BRISTOL MYERS SQUIBB CO. 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 2,200 shares 2,200 $123K 0.08% new SUMMIT MIDSTREAM PARTNERS LP SUMMIT MIDSTREAM PARTNERS LP More: the full row for SUMMIT MIDSTREAM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,075 shares; 2017Q1: 3,975 shares; 2017Q2: 5,275 shares 5,275 $119K 0.07% +1,300 IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 602 shares; 2017Q1: 602 shares; 2017Q2: 602 shares 602 $116K 0.07% 0 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,815 shares; 2017Q1: 3,805 shares; 2017Q2: 3,845 shares 3,845 $114K 0.07% +40 VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,551 shares; 2017Q1: 2,813 shares; 2017Q2: 1,718 shares 1,718 $111K 0.07% -1,095 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,429 shares; 2017Q1: 1,429 shares; 2017Q2: 1,429 shares 1,429 $111K 0.07% 0 Timeline CEDAR FAIR L P CEDAR FAIR L P More: the full row for CEDAR FAIR L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,642 shares; 2017Q1: 1,425 shares; 2017Q2: 1,545 shares 1,545 $111K 0.07% +120 NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,855 shares; 2017Q1: 1,855 shares; 2017Q2: 1,725 shares 1,725 $108K 0.07% -130 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 883 shares; 2017Q1: 848 shares; 2017Q2: 1,405 shares 1,405 $105K 0.06% +557 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: not reported; 2017Q2: 1,000 shares 1,000 $105K 0.06% new Timeline IBERIABANK CORP IBERIABANK CORP More: the full row for IBERIABANK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,287 shares; 2017Q1: 1,287 shares; 2017Q2: 1,287 shares 1,287 $105K 0.06% 0 AMERICAN CAMPUS COMMUNITIES AMERICAN CAMPUS COMMUNITIES More: the full row for AMERICAN CAMPUS COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,200 shares; 2017Q1: 2,200 shares; 2017Q2: 2,200 shares 2,200 $104K 0.06% 0 SINA CORP SINA CORP More: the full row for SINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,225 shares; 2017Q1: 1,225 shares; 2017Q2: 1,225 shares 1,225 $104K 0.06% 0 BUCKEYE PARTNERS LP (BPL) BUCKEYE PARTNERS LP (BPL) More: the full row for BUCKEYE PARTNERS LP (BPL) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,775 shares; 2017Q1: 2,395 shares; 2017Q2: 1,625 shares 1,625 $104K 0.06% -770 WESTERN GAS PARTNERS LP WESTERN GAS PARTNERS LP More: the full row for WESTERN GAS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,350 shares; 2017Q1: 2,050 shares; 2017Q2: 1,850 shares 1,850 $103K 0.06% -200 POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 4,419 shares 4,419 $102K 0.06% new STONEMOR PARTNERS LP STONEMOR PARTNERS LP More: the full row for STONEMOR PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 12,800 shares; 2017Q1: 12,700 shares; 2017Q2: 10,800 shares 10,800 $102K 0.06% -1,900 CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,080 shares; 2017Q1: 1,080 shares; 2017Q2: 1,080 shares 1,080 $99K 0.06% 0 Timeline EQM MIDSTREAM PARTNERS LP EQM MIDSTREAM PARTNERS LP More: the full row for EQM MIDSTREAM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,590 shares; 2017Q1: 1,320 shares; 2017Q2: 1,320 shares 1,320 $99K 0.06% 0 IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,852 shares; 2017Q1: 2,300 shares; 2017Q2: 2,852 shares 2,852 $98K 0.06% +552 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 910 shares; 2017Q1: 910 shares; 2017Q2: 910 shares 910 $95K 0.06% 0 Timeline CYRUSONE INC CYRUSONE INC More: the full row for CYRUSONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,550 shares; 2017Q1: 1,550 shares; 2017Q2: 1,705 shares 1,705 $95K 0.06% +155 DUPONT FABROS PFD C DUPONT FABROS PFD C More: the full row for DUPONT FABROS PFD C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 3,500 shares 3,500 $95K 0.06% new WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,650 shares; 2017Q1: 1,200 shares; 2017Q2: 1,200 shares 1,200 $91K 0.06% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,405 shares; 2017Q1: 2,000 shares; 2017Q2: 2,000 shares 2,000 $89K 0.05% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 500 shares; 2017Q2: 500 shares 500 $85K 0.05% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,334 shares; 2017Q1: 1,264 shares; 2017Q2: 794 shares 794 $85K 0.05% -470 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 735 shares; 2017Q1: 792 shares; 2017Q2: 925 shares 925 $85K 0.05% +133 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 400 shares; 2017Q1: 400 shares; 2017Q2: 400 shares 400 $83K 0.05% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,475 shares; 2017Q1: 1,475 shares; 2017Q2: 1,475 shares 1,475 $81K 0.05% 0 Timeline Citigroup Inc 6.875 PFD Citigroup Inc 6.875 PFD More: the full row for Citigroup Inc 6.875 PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 2,750 shares 2,750 $81K 0.05% new LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,000 shares; 2017Q1: 2,000 shares; 2017Q2: 2,000 shares 2,000 $80K 0.05% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,000 shares; 2017Q1: 4,000 shares; 2017Q2: 4,000 shares 4,000 $76K 0.05% 0 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,375 shares; 2017Q1: 1,975 shares; 2017Q2: 2,405 shares 2,405 $76K 0.05% +430 Timeline ENABLE MIDSTREAM PARTNERS LP ENABLE MIDSTREAM PARTNERS LP More: the full row for ENABLE MIDSTREAM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,955 shares; 2017Q1: 4,455 shares; 2017Q2: 4,655 shares 4,655 $74K 0.05% +200 TALLGRASS ENERGY PARTNERS LP TALLGRASS ENERGY PARTNERS LP More: the full row for TALLGRASS ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,376 shares; 2017Q1: 1,476 shares; 2017Q2: 1,476 shares 1,476 $74K 0.05% 0 RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 600 shares; 2017Q1: 1,737 shares; 2017Q2: 1,737 shares 1,737 $72K 0.04% 0 Timeline TC PIPELINES LP TC PIPELINES LP More: the full row for TC PIPELINES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,500 shares; 2017Q1: 1,300 shares; 2017Q2: 1,300 shares 1,300 $72K 0.04% 0 HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,325 shares; 2017Q1: 1,325 shares; 2017Q2: 1,325 shares 1,325 $70K 0.04% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 775 shares; 2017Q1: 775 shares; 2017Q2: 885 shares 885 $69K 0.04% +110 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,225 shares; 2017Q1: 1,225 shares; 2017Q2: 1,225 shares 1,225 $69K 0.04% 0 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 400 shares; 2017Q1: 400 shares; 2017Q2: 400 shares 400 $67K 0.04% 0 Timeline URSTADT BIDDLE PROPERTIES URSTADT BIDDLE PROPERTIES More: the full row for URSTADT BIDDLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,324 shares; 2017Q1: 3,324 shares; 2017Q2: 3,324 shares 3,324 $66K 0.04% 0 WILLIAMS PARTNERS L P NEW WILLIAMS PARTNERS L P NEW More: the full row for WILLIAMS PARTNERS L P NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,625 shares; 2017Q1: 1,625 shares; 2017Q2: 1,625 shares 1,625 $65K 0.04% 0 SHUTTERFLY INC SHUTTERFLY INC More: the full row for SHUTTERFLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,325 shares; 2017Q1: 1,325 shares; 2017Q2: 1,325 shares 1,325 $63K 0.04% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 25,022 shares; 2017Q1: 25,867 shares; 2017Q2: 850 shares 850 $60K 0.04% -25,017 Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,325 shares; 2017Q1: 1,325 shares; 2017Q2: 1,525 shares 1,525 $60K 0.04% +200 Timeline XO GROUP INC XO GROUP INC More: the full row for XO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,373 shares; 2017Q1: 3,373 shares; 2017Q2: 3,373 shares 3,373 $59K 0.04% 0 HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,100 shares; 2017Q1: 3,100 shares; 2017Q2: 3,100 shares 3,100 $58K 0.04% 0 Timeline CRESTWOOD EQUITY PARTNERS L… CRESTWOOD EQUITY PARTNERS LP U More: the full row for CRESTWOOD EQUITY PARTNERS LP U Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,350 shares; 2017Q1: 2,250 shares; 2017Q2: 2,450 shares 2,450 $58K 0.04% +200 GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,225 shares; 2017Q1: 1,225 shares; 2017Q2: 1,225 shares 1,225 $57K 0.04% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 189 shares; 2017Q1: 400 shares; 2017Q2: 400 shares 400 $56K 0.03% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,034 shares; 2017Q1: 1,034 shares; 2017Q2: 1,034 shares 1,034 $56K 0.03% 0 CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,750 shares; 2017Q1: 1,950 shares; 2017Q2: 2,275 shares 2,275 $55K 0.03% +325 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,800 shares; 2017Q1: 1,700 shares; 2017Q2: 1,700 shares 1,700 $55K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 40,535 shares; 2017Q1: 32,695 shares; 2017Q2: 990 shares 990 $54K 0.03% -31,705 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 3,600 shares 3,600 $54K 0.03% 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,005 shares; 2017Q1: 270 shares; 2017Q2: 270 shares 270 $53K 0.03% 0 Timeline SNYDERS LANCE INC SNYDERS LANCE INC More: the full row for SNYDERS LANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,525 shares; 2017Q1: 1,525 shares; 2017Q2: 1,525 shares 1,525 $53K 0.03% 0 VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 430 shares 430 $51K 0.03% new Timeline Wells Fargo & Co 8.0% PFD … Wells Fargo & Co 8.0% PFD Non C… More: the full row for Wells Fargo & Co 8.0% PFD Non Cum Cl J Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 1,973 shares; 2017Q2: 1,973 shares 1,973 $51K 0.03% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,160 shares; 2017Q1: 1,160 shares; 2017Q2: 1,160 shares 1,160 $50K 0.03% 0 Timeline BofA Preferred BofA Preferred More: the full row for BofA Preferred Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 1,937 shares; 2017Q2: 1,937 shares 1,937 $50K 0.03% 0 ICONIX BRAND GROUP INC ICONIX BRAND GROUP INC More: the full row for ICONIX BRAND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 30,523 shares; 2017Q1: 33,053 shares; 2017Q2: 6,838 shares 6,838 $47K 0.03% -26,215 POWERSHARES ETF TR II S&P S… POWERSHARES ETF TR II S&P SMCP More: the full row for POWERSHARES ETF TR II S&P SMCP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 825 shares; 2017Q2: 825 shares 825 $47K 0.03% 0 MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,515 shares; 2017Q1: 1,375 shares; 2017Q2: 1,375 shares 1,375 $46K 0.03% 0 Timeline IBERIABANK C 6.625 PFD SE IBERIABANK C 6.625 PFD SE More: the full row for IBERIABANK C 6.625 PFD SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,621 shares 1,621 $46K 0.03% new BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 250 shares; 2017Q1: 250 shares; 2017Q2: 250 shares 250 $45K 0.03% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 900 shares; 2017Q1: 700 shares; 2017Q2: 950 shares 950 $44K 0.03% +250 LIBERTY EXPEDIA HLDGS INC LIBERTY EXPEDIA HLDGS INC More: the full row for LIBERTY EXPEDIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 68 shares; 2017Q1: 318 shares; 2017Q2: 818 shares 818 $44K 0.03% +500 CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 114 shares; 2017Q1: 675 shares; 2017Q2: 1,350 shares 1,350 $43K 0.03% +675 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 260 shares; 2017Q1: 260 shares; 2017Q2: 385 shares 385 $42K 0.03% +125 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 28 shares; 2017Q1: 28 shares; 2017Q2: 700 shares 700 $42K 0.03% +672 Timeline PDC ENERGY INC PDC ENERGY INC More: the full row for PDC ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,050 shares; 2017Q1: 1,050 shares; 2017Q2: 975 shares 975 $42K 0.03% -75 CABELAS INC CABELAS INC More: the full row for CABELAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 700 shares; 2017Q1: 700 shares; 2017Q2: 700 shares 700 $42K 0.03% 0 LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 191 shares; 2017Q1: 191 shares; 2017Q2: 1,000 shares 1,000 $42K 0.03% +809 WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 500 shares; 2017Q1: 500 shares; 2017Q2: 615 shares 615 $41K 0.03% +115 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 552 shares; 2017Q1: 552 shares; 2017Q2: 552 shares 552 $41K 0.03% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 132 shares; 2017Q1: 525 shares; 2017Q2: 525 shares 525 $41K 0.03% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 492 shares; 2017Q1: 492 shares; 2017Q2: 492 shares 492 $40K 0.02% 0 Timeline DUKE REALTY CORP DUKE REALTY CORP More: the full row for DUKE REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,125 shares; 2017Q1: 1,125 shares; 2017Q2: 1,425 shares 1,425 $40K 0.02% +300 KAPSTONE PAPER AND PACKAGIN… KAPSTONE PAPER AND PACKAGING C More: the full row for KAPSTONE PAPER AND PACKAGING C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 224 shares; 2017Q1: 224 shares; 2017Q2: 1,924 shares 1,924 $40K 0.02% +1,700 LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 118 shares; 2017Q1: 118 shares; 2017Q2: 443 shares 443 $38K 0.02% +325 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 294 shares 294 $37K 0.02% new Timeline LEUCADIA NATL CORP LEUCADIA NATL CORP More: the full row for LEUCADIA NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 192 shares; 2017Q1: 192 shares; 2017Q2: 1,400 shares 1,400 $37K 0.02% +1,208 IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 675 shares; 2017Q1: 675 shares; 2017Q2: 675 shares 675 $34K 0.02% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 400 shares; 2017Q1: 400 shares; 2017Q2: 1,100 shares 1,100 $34K 0.02% +700 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,075 shares; 2017Q1: 800 shares; 2017Q2: 800 shares 800 $34K 0.02% 0 KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,640 shares 1,640 $32K 0.02% new Timeline REYNOLDS AMERICAN INC REYNOLDS AMERICAN INC More: the full row for REYNOLDS AMERICAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 475 shares; 2017Q1: 475 shares; 2017Q2: 475 shares 475 $31K 0.02% 0 CORE LABORATORIES N V CORE LABORATORIES N V More: the full row for CORE LABORATORIES N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 305 shares; 2017Q1: 305 shares; 2017Q2: 305 shares 305 $31K 0.02% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 837 shares; 2017Q1: 837 shares; 2017Q2: 837 shares 837 $29K 0.02% 0 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 940 shares; 2017Q2: 946 shares 946 $29K 0.02% +6 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 350 shares 350 $28K 0.02% new Timeline ZENDESK INC ZENDESK INC More: the full row for ZENDESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,000 shares 1,000 $28K 0.02% new LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 465 shares 465 $27K 0.02% new Timeline ALERE INC ALERE INC More: the full row for ALERE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 542 shares; 2017Q1: 542 shares; 2017Q2: 542 shares 542 $27K 0.02% 0 ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 1,161 shares; 2017Q2: 1,566 shares 1,566 $26K 0.02% +405 Timeline OUTFRONT MEDIA INC OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 975 shares; 2017Q1: 1,100 shares; 2017Q2: 1,100 shares 1,100 $25K 0.02% 0 GW PHARMACEUTICALS PLC GW PHARMACEUTICALS PLC More: the full row for GW PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 250 shares 250 $25K 0.02% new 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 300 shares; 2017Q1: 300 shares; 2017Q2: 300 shares 300 $24K 0.01% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,200 shares 1,200 $24K 0.01% new SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,613 shares; 2017Q1: 2,113 shares; 2017Q2: 2,113 shares 2,113 $23K 0.01% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 238 shares; 2017Q1: 238 shares; 2017Q2: 238 shares 238 $22K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 552 shares; 2017Q1: 552 shares; 2017Q2: 552 shares 552 $22K 0.01% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 23 shares; 2017Q2: 23 shares 23 $21K 0.01% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 715 shares; 2017Q1: 915 shares; 2017Q2: 715 shares 715 $21K 0.01% -200 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 1,400 shares; 2017Q2: 1,400 shares 1,400 $20K 0.01% 0 Timeline NQ MOBILE INC NQ MOBILE INC More: the full row for NQ MOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,000 shares; 2017Q1: 6,000 shares; 2017Q2: 6,000 shares 6,000 $20K 0.01% 0 NOBLE MIDSTREAM PARTNERS LP NOBLE MIDSTREAM PARTNERS LP More: the full row for NOBLE MIDSTREAM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 425 shares; 2017Q1: 425 shares; 2017Q2: 425 shares 425 $19K 0.01% 0 PBF LOGISTICS LP PBF LOGISTICS LP More: the full row for PBF LOGISTICS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 900 shares; 2017Q1: 900 shares; 2017Q2: 900 shares 900 $18K 0.01% 0 CEDAR REALTY TRUST INC CEDAR REALTY TRUST INC More: the full row for CEDAR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 3,700 shares 3,700 $18K 0.01% new GREEN PLAINS PARTNERS LP GREEN PLAINS PARTNERS LP More: the full row for GREEN PLAINS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,125 shares; 2017Q1: 900 shares; 2017Q2: 900 shares 900 $17K 0.01% 0 EXCELSIOR VENTURE PTNRS III EXCELSIOR VENTURE PTNRS III More: the full row for EXCELSIOR VENTURE PTNRS III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 200 shares; 2017Q1: 200 shares; 2017Q2: 200 shares 200 $16K 0.01% 0 NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,875 shares; 2017Q1: 3,575 shares; 2017Q2: 1,050 shares 1,050 $15K 0.01% -2,525 Timeline Pernod Ricard SA ADR Pernod Ricard SA ADR More: the full row for Pernod Ricard SA ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 565 shares; 2017Q1: 565 shares; 2017Q2: 565 shares 565 $15K 0.01% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 30 shares; 2017Q1: not reported; 2017Q2: 110 shares 110 $13K 0.01% new 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 430 shares; 2017Q1: 430 shares; 2017Q2: 430 shares 430 $13K 0.01% 0 ARKAY ARKEMA SPONSORED ADR (FRANCE) More: the full row for ARKEMA SPONSORED ADR (FRANCE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 122 shares; 2017Q1: 122 shares; 2017Q2: 122 shares 122 $13K 0.01% 0 Timeline ABTECH HLDGS INC ABTECH HLDGS INC More: the full row for ABTECH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 950,711 shares; 2017Q1: 960,711 shares; 2017Q2: 960,711 shares 960,711 $13K 0.01% 0 MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 110 shares 110 $12K 0.01% new Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 500 shares; 2017Q1: 500 shares; 2017Q2: 500 shares 500 $12K 0.01% 0 Timeline GRAMERCY PPTY TR GRAMERCY PPTY TR More: the full row for GRAMERCY PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 401 shares 401 $12K 0.01% new 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 40 shares 40 $11K 0.01% new Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 620 shares 620 $11K 0.01% new Timeline TCP CAP CORP TCP CAP CORP More: the full row for TCP CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 656 shares; 2017Q2: 656 shares 656 $11K 0.01% 0 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 300 shares; 2017Q2: 300 shares 300 $10K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 150 shares; 2017Q1: 150 shares; 2017Q2: 150 shares 150 $10K 0.01% 0 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 240 shares; 2017Q1: 240 shares; 2017Q2: 61 shares 61 $10K 0.01% -179 POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 690 shares 690 $10K 0.01% new 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 240 shares 240 $9K 0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 85 shares 85 $9K 0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 678 shares; 2017Q2: 678 shares 678 $9K 0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 225 shares 225 $9K 0.01% new 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 90 shares 90 $8K <0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 170 shares 170 $8K <0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 43 shares; 2017Q1: not reported; 2017Q2: 60 shares 60 $8K <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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 204 shares; 2017Q1: 204 shares; 2017Q2: 204 shares 204 $8K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 105 shares 105 $8K <0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 195 shares 195 $8K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 110 shares 110 $8K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 127 shares 127 $8K <0.01% new Timeline AVANGRID INC AVANGRID INC More: the full row for AVANGRID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 180 shares 180 $8K <0.01% new 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 160 shares 160 $7K <0.01% new 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 44 shares; 2017Q1: 44 shares; 2017Q2: 44 shares 44 $7K <0.01% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 50 shares; 2017Q1: 50 shares; 2017Q2: 50 shares 50 $7K <0.01% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 80 shares 80 $7K <0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 130 shares 130 $7K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 115 shares 115 $7K <0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 95 shares 95 $7K <0.01% new Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 145 shares 145 $7K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 95 shares 95 $7K <0.01% new 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 92 shares 92 $7K <0.01% new Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 165 shares 165 $7K <0.01% new HEALTHCARE HEALTHCARE More: the full row for HEALTHCARE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 240 shares 240 $7K <0.01% new MACQUARIE INFRASTRUCTURE HO… MACQUARIE INFRASTRUCTURE HOLDI More: the full row for MACQUARIE INFRASTRUCTURE HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 87 shares; 2017Q1: 87 shares; 2017Q2: 87 shares 87 $7K <0.01% 0 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; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 232 shares; 2017Q1: 132 shares; 2017Q2: 132 shares 132 $7K <0.01% 0 LIBERTY PROPERTY TRUST LIBERTY PROPERTY TRUST More: the full row for LIBERTY PROPERTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 180 shares 180 $7K <0.01% new GENERAL MTRS CO GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 399 shares; 2017Q1: 399 shares; 2017Q2: 399 shares 399 $7K <0.01% 0 POWERSHARES ETF TRUST DYN B… POWERSHARES ETF TRUST DYN BLDG More: the full row for POWERSHARES ETF TRUST DYN BLDG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 250 shares; 2017Q2: 250 shares 250 $7K <0.01% 0 AMERIGAS PARTNERS MLP AMERIGAS PARTNERS MLP More: the full row for AMERIGAS PARTNERS MLP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 150 shares 150 $7K <0.01% new VALERO ENERGY PARTNERS LP VALERO ENERGY PARTNERS LP More: the full row for VALERO ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 200 shares; 2017Q1: 150 shares; 2017Q2: 150 shares 150 $7K <0.01% 0 INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 495 shares; 2017Q1: not reported; 2017Q2: 185 shares 185 $6K <0.01% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 32 shares; 2017Q1: 32 shares; 2017Q2: 32 shares 32 $6K <0.01% 0 Timeline BEAVER COAL CO, LTD PRTNSH BEAVER COAL CO, LTD PRTNSH More: the full row for BEAVER COAL CO, LTD PRTNSH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8 shares; 2017Q1: 8 shares; 2017Q2: 8 shares 8 $6K <0.01% 0 NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 500 shares; 2017Q1: 500 shares; 2017Q2: 300 shares 300 $5K <0.01% -200 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 230 shares 230 $5K <0.01% new Timeline ENBRIDGE ENERGY PARTNERS L P ENBRIDGE ENERGY PARTNERS L P More: the full row for ENBRIDGE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,600 shares; 2017Q1: 3,200 shares; 2017Q2: 300 shares 300 $5K <0.01% -2,900 VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 280 shares 280 $4K <0.01% new Timeline SEMGROUP CORP SEMGROUP CORP More: the full row for SEMGROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 162 shares; 2017Q1: 162 shares; 2017Q2: 162 shares 162 $4K <0.01% 0 HCP INC HCP INC More: the full row for HCP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 125 shares; 2017Q1: 125 shares; 2017Q2: 125 shares 125 $4K <0.01% 0 EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 55 shares 55 $3K <0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 143 shares; 2017Q1: 143 shares; 2017Q2: 143 shares 143 $3K <0.01% 0 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 50 shares; 2017Q1: 50 shares; 2017Q2: 50 shares 50 $3K <0.01% 0 Timeline QUALITY CARE PPTYS INC QUALITY CARE PPTYS INC More: the full row for QUALITY CARE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 150 shares; 2017Q1: 150 shares; 2017Q2: 150 shares 150 $3K <0.01% 0 ALPHA-EN CORP ALPHA-EN CORP More: the full row for ALPHA-EN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,000 shares; 2017Q1: 1,000 shares; 2017Q2: 1,000 shares 1,000 $2K <0.01% 0 IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3 shares; 2017Q1: 3 shares; 2017Q2: 3 shares 3 $1K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 3 shares 3 $1K <0.01% new Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 20 shares; 2017Q1: 20 shares; 2017Q2: 20 shares 20 $1K <0.01% 0 Timeline ALBKY ALPHA SERVICES AND HOLDINGS SA More: the full row for ALPHA SERVICES AND HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,000 shares; 2017Q1: 2,000 shares; 2017Q2: 2,000 shares 2,000 $1K <0.01% 0 Timeline MOTORS LIQ CO GUC TRUST MOTORS LIQ CO GUC TRUST More: the full row for MOTORS LIQ CO GUC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 102 shares; 2017Q1: 102 shares; 2017Q2: 102 shares 102 $1K <0.01% 0 BNYN BANYAN CORPORATION (OR)COM STK More: the full row for BANYAN CORPORATION (OR)COM STK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4 shares; 2017Q1: 4 shares; 2017Q2: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline INFORM WORLDWDE HLDG NEW INFORM WORLDWDE HLDG NEW More: the full row for INFORM WORLDWDE HLDG NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1 shares; 2017Q1: 1 shares; 2017Q2: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. EPIRUS Biopharmaceuticals I… EPIRUS Biopharmaceuticals Inc More: the full row for EPIRUS Biopharmaceuticals Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 91 shares; 2017Q2: 91 shares 91 $0 0% 0 Value filed as zero, left out of ratios. ENERGY TRANSFER EQUITY ENERGY TRANSFER EQUITY More: the full row for ENERGY TRANSFER EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 133 shares; 2017Q1: 133 shares; 2017Q2: 133 shares 133 $0 0% 0 Value filed as zero, left out of ratios. ALPHA BANK AE (EUR) ALPHA BANK AE (EUR) More: the full row for ALPHA BANK AE (EUR) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 140 shares; 2017Q1: 140 shares; 2017Q2: 140 shares 140 $0 0% 0 Value filed as zero, left out of ratios. VYCOR MEDICAL INC VYCOR MEDICAL INC More: the full row for VYCOR MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 500 shares; 2017Q1: 500 shares; 2017Q2: 500 shares 500 $0 0% 0 Value filed as zero, left out of ratios. GIYANI GOLD CORP GIYANI GOLD CORP More: the full row for GIYANI GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 200 shares; 2017Q1: 200 shares; 2017Q2: 200 shares 200 $0 0% 0 Value filed as zero, left out of ratios.