Robert Hardy Cleland

2011

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Pull out the substance of this filing.

What was filed

  • 1738

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • note in Part VIII
  • "FR1" through "FRS," though not necessarily in that order
  • Foundation 1
  • Sub-Chapter S Corporation 1
  • Partnership 1
  • Board of Directors Condominium Association
  • County of St. Clair, Michigan {defined benefit retirement plan)

As filed

Sl — Int/Div

Fractional share of FRS

CUB Investment Partnership

Fidelity Cash Reserves Fund

Mich residential real estate held for rental: St Clair Cnty

Accenture PLC (Common) — Buy (add'l)

Accenture PLC (Common) — Buy (add'l)

Accenture PLC (Common) — Sold (part)

Accenture PLC (Common) — Sold (part)

Accenture PLC (Common) — Sold (part)

Accenture PLC (Common) — Sold (part)

Aetna Inc (Common) — Sold

Agrium Inc (Common) — Sold

Alcoa Inc (Common) — Sold (part)

Alcoa Inc (Common) — Buy (add'l)

Alcoa Inc (Common) — Sold (part)

Alcoa Inc (Common) — Sold

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold

Allergan Inc (Common) — Buy (add'l)

Allergan Inc (Common) — Buy (add'l)

Allergan Inc (Common) — Sold (part)

Allergan Inc (Common) — Sold (part)

Alliance Bernstein Cash (Fund)

Altna Group Inc (Common) — Sold (part)

Altna Group Inc (Common) — Buy (add'l)

Altna Group Inc (Common) — Sold (part)

Altna Group Inc (Common) — Sold (part)

Altna Group Inc (Common) — Buy (add'l)

Amazon Com Inc (Common) — Buy (add'l)

Amazon Com Inc (Common) — Buy (add'l)

Amazon Com Inc (Common) — Buy (add'l)

Amazon Com Inc (Common) — Sold (part)

Anadarko Petroleum Corp (Common) — Buy

Anadarko Petroleum Corp (Common) — Buy (add'l)

Anadarko Petroleum Corp (Common) — Buy (add'l)

Anadarko Petroleum Corp (Common) — Buy (add'l)

Anadarko Petroleum Corp (Common) — Buy (add'l)

Anadarko Petroleum Corp (Common) — Sold (part)

Aon Corp (Common) — Buy (add'l)

Aon Corp (Common) — Buy (add'l)

Aon Corp (Common) — Sold (part)

Aon Corp (Common) — Sold (part)

Aon Corp (Common) — Sold (part)

Aon Corp (Common) — Sold

Apollo Group Inc (Common) — Buy

Apple Inc (Common) — Sold (part)

Apple Inc (Common) — Sold (part)

Applied Materials Inc (Common) — Buy

Applied Materials Inc (Common) — Buy (add'l)

Applied Materials Inc (Common) — Buy (add'l)

Applied Materials Inc (Common) — Buy (add'l)

Applied Materials Inc (Common) — Buy (add'l)

Archer-Daniels Midland Co (Common) — Buy (add'l)

Archer-Daniels Midland Co (Common) — Sold

Aruba Networks Inc (Common) — Buy

Aruba Networks Inc (Common) — Buy (add'l)

Aruba Networks Inc (Common) — Sold

Astrazeneca PLC (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Buy (add'l)

AT&T Inc (Common) — Buy (add'l)

AT&T Inc (Common) — Buy (add'l)

AT&T Inc (Common) — Buy (add'l)

AT&T Inc (Common) — Buy (add'l)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

BB&T Corp (Common) — Sold

Bemstein Diversified Municipal Portfolio — Buy

Bemstein Diversified Municipal Portfolio — Buy (add'l)

Bemnstein Diversified Municipal Portfolio — Sold (part)

Bemstein Diversified Municipal Portfolio — Buy (add'l)

Bemstein Diversified Municipal Portfolio — Buy (add'l)

Bemstein Emerging Markets Portfolio — Sold (part)

Bemstein Emerging Markets Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Sold (part)

Bemstein Tax-Managed International Portfolio — Sold (part)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Boeing Co (Common) — Buy

Boeing Co (Common) — Buy (add'l)

Borgwamer Inc (Common) — Buy

Borgwamer Inc (Common) — Buy (add'l)

BP PLC (Common) — Buy

BP PLC (Common) — Buy (add'l)

BP PLC (Common) — Buy (add'l)

BP PLC (Common) — Buy (add'l)

BP PLC (Common) — Buy (add'l)

Broadcom Corp (Common) — Buy

Broadcom Corp (Common) — Sold (part)

Broadcom Corp (Common) — Buy (add'l)

Broadcom Corp (Common) — Sold (part)

Bunge Ltd (Common) — Sold (part)

Bunge Ltd (Common) — Sold (part)

Bunge Ltd (Common) — Sold (part)

Bunge Ltd (Common) — Sold (part)

Bunge Ltd (Common) — Sold (part)

Bunge Ltd (Common) — Sold

Cablevision Sys Corp (Common) — Sold (part)

Cablevision Sys Corp (Common) — Sold

Cameron Intemational Corp (Common) — Buy (add'l)

Cameron Intemational Corp (Common) — Sold (part)

Cameron Intemational Corp (Common) — Sold (part)

Cameron International Corp (Common) — Sold (part)

Cameron International Corp (Common) — Sold

Capital One Financial Corp (Common) — Sold (part)

Capital One Financial Corp (Common) — Sold

Carival Corp (Common) — Sold (part)

Camival Corp (Common) — Sold

CBRE Group (Common) — Buy

CBRE Group (Common) — Buy (add'l)

CBRE Group (Common) — Buy

Celgene Corp (Common) — Buy (add'l)

Celgene Corp (Common) — Buy (add'l)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Centerpoint Energy (Common) — Buy

Centurylink Inc (Common) — Buy (add'l)

Centurylink Inc (Common) — Sold (part)

Centurylink Inc (Common) — Buy (add'l)

Centurylink Inc (Common) — Buy (add'l)

Centurvylink Inc (Common) — Buy (add'l)

CF Industries Holdings Inc (Common) — Sold

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Buy (add'l)

CIT Group Inc (Common) — Buy

Citi Group Inc (Common) — Buy

Cit1 Group Inc (Common) — Buy (add'l)

Citi Group Inc (Common) — Buy (add'l)

Cit1 Group Inc (Common) — Buy (add'l)

Cit1 Group Inc (Common) — Buy (add'l)

Citi Group Inc (Common) — Buy (add'l)

Citi Group Inc (Common) — Buy (add'l)

Citi Group Inc (Common) — Sold (part)

Citi Group Inc (Common) — Buy (add'l)

Citi Group Inc (Common) — Buy (add'l)

Citi Group Inc (Common) — Buy (add'l)

Citi Group Inc (Common) — Buy (add'l)

Citizens First Bancorp Inc (Common)

Citrix Systems Inc (Common) — Buy (add'l)

Citrix Systems Inc (Common) — Sold (part)

Citrix Systems Inc (Common) — Buy (add'l)

Citrix Systems Inc (Common) — Buy (add'l)

Citrix Systems Inc (Common) — Sold (part)

Citrix Systems Inc (Common) — Sold (part)

CME Group Inc (Common) — Sold (part)

CME Group Inc (Common) — Sold (part)

CME Group Inc (Common) — Sold (part)

CME Group Inc (Common) — Sold

CMS Energy Corp (Common) — Buy

CMS Energy Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Sold (part)

Comcast Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Sold (part)

Comcast Corp (Common) — Sold (part)

Comcast Corp (Common) — Sold (part)

Commerical Metals Co (Common) — Sold

Conocophillips (Common) — Sold (part)

Conocophillips (Common) — Buy (add'l)

Conocophillips (Common) — Buy (add'l)

Conocophillips (Common) — Sold (part)

Conocophillips (Common) — Buy (add'l)

Conocophillips (Common) — Buy (add'l)

Conocophillips (Common) — Buy (add'l)

Conocophillips (Common) — Buy (add'l)

Conocophillips (Common) — Sold (part)

Conocophillips (Common) — Sold (part)

Conocophillips (Common) — Sold (part)

Constellation Brands Inc (Common) — Sold (part)

Constellation Energy Inc (Common) — Sold

Cooper Industries PLC (Common) — Sold (part)

Cooper Industries PLC (Common) — Sold (part)

Cooper Industries PLC (Common) — Sold (part)

Cooper Industries PLC (Common) — Sold (part)

Cooper Industries PLC (Common) — Sold

Corning Inc (Common) — Buy (add'l)

Costco Wholesale Corp (Common) — Sold (part)

Costco Wholesale Corp (Common) — Sold (part)

Costco Wholesale Corp (Common) — Sold

Covidien PLC (Common) — Buy

Covidien PLC (Common) — Buy (add'l)

Covidien PLC (Common) — Buy (add'l)

Covidien PLC (Common) — Buy (add'l)

Covidien PLC (Common) — Buy (add'l)

Credit Suisse Group (Common) — Sold — note in Part VIII

Danaher Corp (Common) — Sold (part)

Danaher Corp (Common) — Sold (part)

Danaher Corp (Common) — Buy (add'l)

Danaher Corp (Common) — Buy (add'l)

Deere & Co (Common) — Sold

Dell Inc (Common) — Buy (add'l)

Dell Inc (Common) — Sold (part)

Dell Inc (Common) — Sold (part)

Dell Inc (Common) — Sold (part)

Dell Inc (Common) — Sold (part)

Dell Inc (Common) — Sold (part)

Delta Air Lines Inc (Common) — Buy (add'l)

Delta Air Lines Inc (Common) — Sold (part)

Delta Air Lines Inc (Common) — Sold (part)

Delta Air Lines Inc (Common) — Sold (part)

Delta Air Lines Inc (Common) — Buy (add'l)

Devon Energy Corp (Common) — Buy (add'l)

Devon Energy Corp (Common) — Buy (add'l)

Devon Energy Corp (Common) — Buy (add'l)

Devon Energy Corp (Common) — Sold (part)

Devon Energy Corp (Common) — Sold (part)

Devon Energy Corp (Common) — Sold (part)

Devon Energy Corp (Common) — Sold (part)

Devon Energy Corp (Common) — Buy (add'l)

DirecTV (Common) — Buy (add'l)

DirecTV (Common) — Sold (part)

DirecTV (Common) — Sold (part)

DirecTV (Common) — Sold (part)

DirecTV (Common) — Sold (part)

DirecTV (Common) — Sold (part)

DirecTV (Common) — Buy (add'l)

DirecTV (Common) — Sold (part)

Dollar General Corp (Common) — Buy

Dollar General Corp (Common) — Buy (add'l)

Dollar General Corp (Common) — Buy (add'l)

Dow Chemical (Common) — Buy (add'l)

Dow Chemical (Common) — Buy (add'l)

Dow Chemical (Common) — Buy (add'l)

Dow Chemical (Common) — Sold (part)

Dow Chemical (Common) — Sold (part)

Dow Chemical (Common) — Sold (part)

Dow Chemical (Common) — Sold (part)

DTE Energy Co (Common) — Buy

DTE Energy Co (Common) — Buy (add'l)

DTE Energy Co (Common) — Sold (part)

DTE Energy Co (Common) — Sold (part)

DTE Energy Co (Common) — Sold

Eaton Corp (Common) — Sold (part)

Eaton Corp (Common) — Sold (part)

Eaton Corp (Common) — Sold

Edison Intenational (Common) — Buy (add'l)

Edison Intenational (Common) — Sold

EMC Corp (Common) — Sold (part)

EMC Corp (Common) — Buy (add'l)

EMC Corp (Common) — Sold (part)

EMC Corp (Common) — Sold (part)

EMC Corp (Common) — Sold (part)

Emerson Electric Co (Common) — Buy

Emerson Electric Co (Common) — Buy (add'l)

Emerson Electric Co (Common) — Buy (add'l)

Emerson Electric Co (Common) — Buy (add'l)

Emerson Electric Co (Common) — Sold

Ensco PLC (Common) — Sold (part)

Ensco PLC (Common) — Sold (part)

Ensco PLC (Common) — Sold

EOG Resources Inc (Common) — Buy (add'l)

EOG Resources Inc (Common) — Sold (part)

EOG Resources Inc (Common) — Sold (part)

EOG Resources Inc (Common) — Buy (add'l)

EOG Resources Inc (Common) — Buy (add'l)

Estee Lauder Cos (Common) — Buy

Express Scripts Inc (Common) — Buy (add'l)

Express Scripts Inc (Common) — Sold (part)

Express Scripts Inc (Common) — Buy (add'l)

Express Scripts Inc (Common) — Sold (part)

Fifth Third Bancorp (Common) — Sold

Flowserve Corp (Common) — Buy (add'l)

FMC Technologies Inc (Common) — Buy

FMC Technologies Inc (Common) — Buy (add'l)

FMC Technologies Inc (Common) — Buy (add'l)

FMC Technologies Inc (Common) — Buy (add'l)

Freeport-McMoran Copper (Common) — Sold (part)

Freeport-McMoran Copper (Common) — Sold (part)

Freeport-McMoran Copper (Common) — Sold

Gamestop Corp (Common) — Buy

Gamestop Corp (Common) — Sold (part)

Gannett Co (Common) — Buy (add'l)

Gannett Co (Common) — Buy (add'l)

Gannett Co (Common) — Sold (part)

Gap Inc (Common) — Sold (part)

Gap Inc (Common) — Sold (part)

Gap Inc (Common) — Sold (part)

Gap Inc (Common) — Sold

Garmin Ltd (Common) — Sold (part)

Garmin Ltd (Common) — Sold

General Electric (Common) — Buy (add'l)

General Electric (Common) — Buy (add'l)

General Electric (Common) — Buy (add'l)

General Electric (Common) — Sold (part)

General Electric (Common) — Sold (part)

General Mills (Common) — Sold (part)

General Mills (Common) — Buy (add'l)

General Mills (Common) — Sold (part)

General Mills (Common) — Buy (add'l)

General Mills (Common) — Buy (add'l)

General Mills (Common) — Buy (add'l)

General Mills (Common) — Buy (add'l)

General Motors Co (Common) — Sold

Gilead Sciences Inc (Common) — Sold (part)

Gilead Sciences Inc (Common) — Sold (part)

Gilead Sciences Inc (Common) — Sold (part)

Gilead Sciences Inc (Common) — Sold (part)

Gilead Sciences Inc (Common) — Sold (part)

Gilead Sciences Inc (Common) — Sold (part)

Gilead Sciences Inc (Common) — Buy (add'l)

Gilead Sciences Inc (Common) — Buy (add'l)

Gilead Sciences Inc (Common) — Buy (add'l)

Gilead Sciences Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Buy (add'l)

Goldman Sachs Group Inc (Common) — Buy (add'l)

Goldman Sachs Group Inc (Common) — Buy (add'l)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Buy (add'l)

Goodrich Corp (Common) — Sold (part)

Goodrich Corp (Common) — Sold (part)

Goodrich Corp (Common) — Sold (part)

Google Inc (Common) — Buy (add'l)

Google Inc (Common) — Sold (part)

Google Inc (Common) — Sold (part)

Google Inc (Common) — Sold (part)

Google Inc (Common) — Buy (add'l)

Greenfield Financial Group (Common)

Hansen Natural Corp (Common) — Buy

Hansen Natural Corp (Common) — Sold

Harley Davidson (Common) — Buy

Harley Davidson (Common) — Buy (add'l)

HCA Holdings (Common) — Buy

HCA Holdings (Common) — Sold (part)

HCA Holdings (Common) — Sold

Health Net Inc (Common)

Hershey Co (Common) — Buy

Hess Corp (Common) — Sold (part)

Hess Corp (Common) — Buy (add'l)

Hess Corp (Common) — Sold

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Sold (part)

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Buy (add'l)

Honeywell International Inc (Common) — Sold (part)

Honeywell International Inc (Common) — Sold

Huntington Ingalls Indutsties (Common) — from line 538)

Huntington Ingalls Industries (Common) — Sold (part)

Huntington Ingalls Industries (Common) — Sold

Illumina Inc (Common) — Buy

Ingersoll-Rand PLC (Common) — Sold (part)

Ingersoll-Rand PLC (Common) — Sold (part)

Ingersoll-Rand PLC (Common) — Sold (part)

Intel Corp (Common) — Sold (part)

Intel Corp (Common) — Sold (part)

Intel Corp (Common) — Sold

Intuit Inc (Common) — Buy (add'l)

Intuit Inc (Common) — Buy (add'l)

Intuit Inc (Common) — Buy (add'l)

Intuit Inc (Common) — Sold (part)

Intuit Inc (Common) — Buy (add'l)

Intuit Inc (Common) — Sold (part)

Johnson & Johnson (Common) — Buy (add'l)

Johnson & Johnson (Common) — Sold (part)

Johnson & Johnson (Common) — Sold (part)

Johnson Controls Inc (Common) — Sold (part)

Johnson Controls Inc (Common) — Buy (add'l)

Johnson Controls Inc (Common) — Sold (part)

Johnson Controls Inc (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Buy (add'l)

JP Morgan Chase & Co (Common) — Buy (add'l)

JP Morgan Chase & Co (Common) — Buy (add'l)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

Juniper Networks Inc (Common) — Buy (add'l)

Juniper Networks Inc (Common) — Buy (add'l)

Juniper Networks Inc (Common) — Sold (part)

Juniper Networks Inc (Common) — Sold (part)

Juniper Networks Inc (Common) — Sold

Kimberly Clark Corp (Common) — Sold (part)

Kimberly Clark Corp (Common) — Sold (part)

Kimberly Clark Corp (Common) — Sold

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold

Kroger Co (Common) — Buy

Kroger Co (Common) — Buy (add'l)

Kroger Co (Common) — Buy (add'l)

Kroger Co (Common) — Buy (add'l)

Kroger Co (Common) — Buy (add'l)

Kroger Co (Common) — Sold (part)

LLAM Reserach (Common) — Buy

LAM Reserach (Common) — Buy (add'l)

LLAM Reserach (Common) — Buy (add'l)

LAM Reserach (Common) — Sold (part)

Las Vegas Sands Corp (Common) — Buy

Las Vegas Sands Corp (Common) — Buy (add'l)

Las Vegas Sands Corp (Common) — Sold (part)

Lear Corp (Common) — Sold (part)

Limited Brands Inc (Common) — Buy (add'l)

Limited Brands Inc (Common) — Buy (add'l)

Limited Brands Inc (Common) — Sold (part)

Limited Brands Inc (Common) — Buy (add'l)

Limited Brands Inc (Common) — Buy (add'l)

Limited Brands Inc (Common) — Sold (part)

Limited Brands Inc (Common) — Sold (part)

Lorillard Inc (Common) — Buy

Lorillard Inc (Common) — Buy (add'l)

Lorillard Inc (Common) — Buy (add'l)

Lorillard Inc (Common) — Buy (add'l)

Lowe's COS Inc (Common) — Buy (add'l)

Lowe's COS Inc (Common) — Buy (add'l)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

LyondellBasell Industries (Common) — Buy

LyondellBasell Industries (Common) — Buy (add'l)

LyondellBasell Industries (Common) — Buy (add'l)

LyondellBasell Industries (Common) — Buy (add'l)

Marathon Oil (Common) — Buy

Marathon Oil (Common) — Buy (add'l)

Marathon Oil (Common) — Sold (part)

Marathon Petroleum Corp (Common) — Buy

Marathon Petroleum Corp (Common) — Buy (add'l)

Marathon Petroleum Corp (Common) — Buy (add'l)

Marathon Petroleum Corp (Common) — Buy (add'l)

Marathon Petroleum Corp (Common) — Sold (part)

Marvell Technology Group (Common) — Buy (add'l)

Marvell Technology Group (Common) — Buy (add'l)

Marvell Technology Group (Common) — Buy (add'l)

Marvell Technology Group (Common) — Buy (add'l)

Marvell Technology Group (Common) — Sold (part)

McGraw Hill Cos (Common) — Buy

McKesson Corp (Common) — Buy

McKesson Corp (Common) — Sold (part)

McKesson Corp (Common) — Sold

MetLife Inc (Common) — Buy

MetLife Inc (Common) — Buy (add'l)

MetLife Inc (Common) — Buy (add'l)

MetLife Inc (Common) — Buy (add'l)

MetLife Inc (Common) — Buy (add'l)

MetLife Inc (Common) — Sold (part)

Micron Technology Inc (Common) — Buy

Micron Technology Inc (Common) — Buy (add'l)

Micron Technology Inc (Common) — Buy (add'l)

Microsoft Corp (Common) — Sold (part)

Microsoft Corp (Common) — Sold (part)

Microsoft Corp (Common) — Sold (part)

Microsoft Corp (Common) — Sold (part)

Microsoft Corp (Common) — Sold

Monsanto Co (Common) — Buy (add'l)

Monsanto Co (Common) — Buy (add'l)

Monsanto Co (Common) — Buy (add'l)

Monsanto Co (Common) — Buy (add'l)

Monsanto Co (Common) — Sold (part)

Monsanto Co (Common) — Sold (part)

Monsanto Co (Common) — Sold (part)

Moody's Corp (Common) — Buy

Moody's Corp (Common) — Buy (add'l)

Moody's Corp (Common) — Buy (add'l)

Moody's Corp (Common) — Sold (part)

Moody's Corp (Common) — Sold (part)

Morgan Stanley (Common) — Buy (add'l)

Morgan Stanley (Common) — Sold (part)

Motorola Solutions Inc (Common) — Buy

Motorola Solutions Inc (Common) — Buy (add'l)

Motorola Solutions Inc (Common) — Sold (part)

Motorola Solutions Inc (Common) — Sold (part)

Motorola Solutions Inc (Common) — Sold

Nabors Industries Ltd (Common) — Buy

Nabors Industries Ltd (Common) — Buy (add'l)

Nabors Industries Ltd (Common) — Sold (part)

Nabors Industries Ltd (Common) — Sold

NetApp Inc (Common) — Buy

NetApp Inc (Common) — Sold (part)

NetApp Inc (Common) — Sold

NetFlix Inc (Common) — Buy

NetFlix Inc (Common) — Buy (add'l)

NetFlix Inc (Common) — Sold (part)

NetFlix Inc (Common) — Sold

Newell Rubbermaid Inc (Common) — Buy

Newfield Exploration Co (Common) — Sold (part)

Newfield Exploration Co (Common) — Sold (part)

Newfield Exploration Co (Common) — Sold

News Corp (Common) — Sold (part)

News Corp (Common) — Sold (part)

News Corp (Common) — Sold (part)

News Corp (Common) — Sold (part)

News Corp (Common) — Sold (part)

News Corp (Common) — Sold

Nexen Inc (Common) — Sold (part)

Nexen Inc (Common) — Sold

Noble Energy Inc (Common) — Buy (add'l)

Noble Energy Inc (Common) — Sold (part)

Noble Energy Inc (Common) — Sold (part)

Noble Energy Inc (Common) — Sold (part)

Northrop Grumman Corp (Common) — Sold (part)

Northrop Grumman Corp (Common) — Sold (part)

Northrop Grumman Corp (Common) — Sold (part)

Northrop Grumman Corp (Common) — Sold (part)

Northrop Grumman Corp (Common) — Sold (part)

NV Energy (Common) — Buy

NV Energy (Common) — Buy (add'l)

Nvidia Corp (Common) — Buy (add'l)

Nvidia Corp (Common) — Sold (part)

Nvidia Corp (Common) — Sold

NVR Inc (Common) — Sold (part)

NVR Inc (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold

Office Depot Inc (Common) — Sold

Oracle Corp (Common) — Buy (add'l)

Oracle Corp (Common) — Buy (add'l)

Oracle Corp (Common) — Sold (part)

Oracle Corp (Common) — Buy (add'l)

Oracle Corp (Common) — Sold (part)

Parker Hannifin Corp (Common) — Sold (part)

Parker Hannifin Corp (Common) — Sold (part)

Parker Hannifin Corp (Common) — Sold

Pepsico Inc (Common) — Sold (part)

Pepsico Inc (Common) — Buy (add'l)

Pepsico Inc (Common) — Buy (add'l)

Pepsico Inc (Common) — Buy (add'l)

Pepsico Inc (Common) — Sold (part)

Perrigo Inc (Common) — Buy

Perrigo Inc (Common) — Buy (add'l)

Pfizer Inc (Common) — Buy (add'l)

Pfizer Inc (Common) — Sold (part)

Pfizer Inc (Common) — Sold (part)

Potash Corp of Saskatchewan (Common) — Buy (add'l)

Potash Corp of Saskatchewan (Common) — Sold (part)

Precision Castparts Corp (Common) — Buy

Precision Castparts Corp (Common) — Buy (add'l)

Precision Castparts Corp (Common) — Buy (add'l)

Precision Castparts Corp (Common) — Buy (add'l)

Proctor & Gamble Co (Common) — Buy

Proctor & Gamble Co (Common) — Buy (add'l)

Proctor & Gamble Co (Common) — Buy (add'l)

Proctor & Gamble Co (Common) — Sold (part)

Proctor & Gamble Co (Common) — Sold (part)

Proctor & Gamble Co (Common) — Sold (part)

Proctor & Gamble Co (Common) — Sold (part)

Proctor & Gamble Co (Common) — Sold (part)

PVH Corp (Common) — Buy

PVH Corp (Common) — Buy (add'l)

PVH Corp (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Sold (part)

Raytheon Co (Common) — Buy (add'l)

Raytheon Co (Common) — Sold (part)

Raytheon Co (Common) — Sold

Reliance Steel & Aluminiun (Common) — Buy

Reliance Steel & Aluminiun (Common) — Sold (part)

Reliance Steel & Aluminiun (Common) — Sold

Riverbed Technology Inc (Common) — Buy

Riverbed Technology Inc (Common) — Buy (add'l)

Riverbed Technology Inc (Common) — Buy (add'l)

Riverbed Technology Inc (Common) — Buy (add'l)

Riverbed Technology Inc (Common) — Buy (add'l)

Riverbed Technology Inc (Common) — Buy (add'l)

Riverbed Technology Inc (Common) — Sold (part)

Riverbed Technology Inc (Common) — Sold (part)

Riverbed Technology Inc (Common) — Sold (part)

Riverbed Technology Inc (Common) — Sold (part)

Riverbed Technology Inc (Common) — Sold (part)

Riverbed Technology Inc (Common) — Sold

Rockwell Automation (Common) — Buy

Rockwell Automation (Common) — Sold (part)

Rockwell Automation (Common) — Buy (add'l)

Rockwell Automation (Common) — Buy (add'l)

Rovi Corp (Common) — Buy (add'l)

Rovi Corp (Common) — Sold (part)

Rovi Corp (Common) — Buy (add'l)

Rovi Corp (Common) — Sold

Royal Caribbean Cruises Ltd (Common) — Sold (part)

Rovyal Caribbean Cruises Ltd (Common) — Sold

Safeway Inc (Common) — Sold

SalesForce.Com Inc (Common) — Buy

Sara Lee Corp (Common) — Sold

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Buy (add'l)

Smithfield Food Inc (Common) — Sold (part)

Smithfield Food Inc (Common) — Sold (part)

Smithfield Food Inc (Common) — Sold

Southwestern Energy (Common) — Sold (part)

Southwestern Energy (Common) — Sold (part)

Southwestern Energy (Common) — Sold (part)

Southwestern Energy (Common) — Sold

Sprint Nextel Corp (Common) — Sold (part)

Sprint Nextel Corp (Common) — Buy (add'l)

Sprint Nextel Corp (Common) — Buy (add'l)

Sprint Nextel Corp (Common) — Sold (part)

Sprint Nextel Corp (Common) — Sold (part)

Sprint Nextel Corp (Common) — Sold

Stanley Black & Decker Inc (Common) — Buy (add'l)

Stanley Black & Decker Inc (Common) — Sold (part)

Stanley Black & Decker Inc (Common) — Sold (part)

Stanley Black & Decker Inc (Common) — Sold (part)

Stanley Black & Decker Inc (Common) — Sold

Starbucks Corp (Common) — Sold (part)

Starbucks Corp (Common) — Buy (add'l)

Starbucks Corp (Common) — Sold (part)

Starbucks Corp (Common) — Sold (part)

Steel Dynamics Inc (Common) — Buy

Steel Dynamics Inc (Common) — Sold

Suncor Energy Inc (Common) — Sold (part)

Suncor Energy Inc (Common) — Sold

Target Corp (Common) — Sold

Tax-Aware Overlay A Portfolio — Buy

Tax-Aware Overlay A Portfolio — Sold (part)

Tax-Aware Overlay A Portfolio — Buy (add'l)

TE Connectivity fka Tyco Electronics (Common) — Sold — note in Part VIII

Tesoro Corp (Common) — Buy

Tesoro Corp (Common) — Sold

Teva Pharmaceutical (Common) — Sold

The Walt Disney Co (Common) — Sold (part)

The Walt Disney Co (Common) — Sold (part)

The Walt Disney Co (Common) — Buy (add'l)

The Walt Disney Co (Common) — Buy (add'l)

The Walt Disney Co (Common) — Sold (part)

The Walt Disney Co (Common) — Buy (add'l)

Time Warmer Cable (Common) — Sold (part)

Time Warmer Cable (Common) — Sold (part)

Time Warner Cable (Common) — Sold (part)

Time Warmer Cable (Common) — Buy (add'l)

Time Warner Inc (Common) — Sold (part)

Time Wamer Inc (Common) — Sold

Transocean Ltd (Common) — Buy

Transocean Ltd (Common) — Sold (part)

Transocean Ltd (Common) — Buy (add'l)

Transocean Ltd (Common) — Buy (add'l)

Transocean Ltd (Common) — Buy (add'l)

Travelers Cos Inc (Common) — Buy (add'l)

Travelers Cos Inc (Common) — Sold (part)

Travelers Cos Inc (Common) — Buy (add'l)

WellPoint Inc (Common) — Sold (part)

Travelers Cos Inc (Common) — Buy (add'l)

TRW Automotive Holdings Corp (Common) — Buy

TRW Automotive Holdings Corp (Common) — Buy (add'l)

Tyco Electronics Ltd (Common) — Sold (part)

Tyco Electronics Ltd (Common) — Sold (part)

Tysons Foods (Common) — Buy

Tysons Foods (Common) — Sold (part)

Tysons Foods (Common) — Buy

United Parcel Service (Common) — Buy (add'l)

United Parcel Service (Common) — Sold (part)

United Technologies Corp (Common) — Buy

United Technologies Corp (Common) — Sold

UnitedHealth Group Inc (Common) — Buy

UnitedHealth Group Inc (Common) — Buy (add'l)

UnitedHealth Group Inc (Common) — Buy (add'l)

UnitedHealth Group Inc (Common) — Buy (add'l)

UnitedHealth Group Inc (Common) — Sold (part)

UnitedHealth Group Inc (Common) — Buy (add'l)

UnitedHealth Group Inc (Common) — Sold (part)

Vertex Pharmaceuticals Inc (Common) — Sold (part)

Vertex Pharmaceuticals Inc (Common) — Sold

VF Corp (Common) — Buy

Viacom Inc (Common) — Sold (part)

Viacom Inc (Common) — Buy (add'l)

VISA Inc (Common) — Buy

Vodafone Group (Common) — Sold (part)

Vodafone Group (Common) — Sold

WellPoint Inc (Common) — Buy

WellPoint Inc (Common) — Buy (add'l)

WellPoint Inc (Common) — Buy (add'l)

WellPoint Inc (Common) — Buy (add'l)

WellPoint Inc (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Buy (add'l)

Wells Fargo & Co (Common) — Sold (part)

XL Group PLC (Common) — Sold

S82 — Int/Div

DF A Emerging Market Core Equity Fund — Sold

DF A International Small Cap Value Fund

DFA International Value Fund

DFA US Large Cap Value

DFA US Vector Equity Fund

Greenfield Commercial Credit LLC

Hennessy Focus 30 Fund — Sold (part)

iShares S&P 500 Growth Index — Sold (part)

Lincoln National (common)

Marketfield Fund

Matthews Asian Growth & Income Fund

Touchstone Sand Capital Inst Fund — Buy

Vanguard Emerging Market Fund

IRA1L — Int/Div

DF A Emerging Market Core Equity Fund — Buy (add'l)

DF A Emerging Market Core Equity Fund — Sold

DF A International Small Cap Value Fund — Sold (part)

DF A International Small Cap Value Fund — Buy (add'l)

DFA International Value Fund — Buy (add'l)

DFA US Large Cap Value Fund — Sold

DFA US Vector Equity Fund — Sold (part)

DFA US Vector Equity Fund — Buy (add'l)

Hodges Small Cap Fund — Sold (part)

Hodges Small Cap Fund — Buy (add'l)

Hodges Small Cap Fund — Buy (add'l)

Hussman Strategic Growth Fund — Buy (add'l)

Hussman Strategic Growth Fund — Buy (add'l)

Hussman Strategic Growth Fund — Sold (part)

1Shares S&P 500 Growth Index Fund — Buy (add'l)

iShares S&P 500 Growth Index Fund — Sold

iShares TR Russell 2000 Growth Index Fund — Sold (part)

iShares TR Russell 2000 Growth Index Fund — Buy (add'l)

Marketfield Fund — Buy (add'l)

Marketfield Fund — Buy (add'l)

Matthews Asian Growth & Income Fund — Buy (add'l)

Touchstone Sands Capital Inst Fund — Buy

Touchstone Sands Capital Inst Fund — Buy (add'l)

Vanguard Emerging Market Fund — Sold (part)

Vanguard Emerging Market Fund — Buy (add'l)

IRA2 — Int/Div

DF A International Value Fund

Marketfield Fund

Matthews Asian Growth & Income Fund

Matthews Asian Growth & Income Fund — Int/Div — Closed — note in Part VIII

DFA International Value Fund

DFA US Vector Equity

Fidelity Cash Reserves Fund

Hennessy Focus 30 Fund

Hodges Small Cap

Hussman Strategic Growth Fund

iShares S&P 500/Barra Growth Fund

Lincoln National (common)

Marketfield Fund

Matthews Asian Growth & Income Fund

Pimco Investment Grade Corp Bd Inst! Fund — Sold

Pimco Investment Grade Corp Bd Inst! Fund — Int/Div — Closed — note in Part VIII

CUB Investment Partnership

DF A Emerging Market Core Equity — Sold (part)

DF A Emerging Market Core Equity — Sold

DF A International Small Cap Value Fund — Sold

DF A International Value Fund — Sold

DFA US Large Cap Value Fund — Sold

DFA US Vector Equity Fund — Sold

Greenfield Commercial Credit (common)

Hennessy Focus 30 Fund — Sold

Hodges Small Cap Fund — Sold (part)

Hodges Small Cap Fund — Sold

Hussman Strategic Growth Fund — Buy (add'l)

Hussman Strategic Growth Fund — Sold

iShares S&P 500/Barra Growth Index Fund — Sold

iShares TR Russell 2000 Growth Index Fund — Sold

Lincoln National (common)

Marketfield Fund — Sold

Matthews Asian Growth and Income Fund — Sold

Vanguard Emerging Market Fund — Sold

Vanguard Emerging Market Fund — Int/Div — Closed — note in Part VIII

BP PLC Sponsored ADR

Lincoln National (common)

Nisource (common)

Fidelity Spartan Florida Municipal Income Fund

Fidelity Fund (MM)

FR 4 — Int/Div

Accenture PLC (Common) — Buy (add'l)

Accenture PLC (Common) — Buy (add'l)

Accenture PLC (Common) — Sold (part)

Accenture PLC (Common) — Sold (part)

Accenture PLC (Common) — Sold (part)

Accenture PLC (Common) — Sold (part)

Accenture PLC (Common) — Sold (part)

Accenture PLC (Common) — Sold (part)

Ace Ltd (Common) — Sold

Agrium Inc (Common) — Sold

Alcoa Inc (Common) — Buy (add'l)

Alcoa Inc (Common) — Sold (part)

Alcoa Inc (Common) — Sold (part)

Alcoa Inc (Common) — Sold (part)

Alcoa Inc (Common) — Sold

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold (part)

Alcon Inc (Common) — Sold

Allergan Inc (Common) — Buy (add'l)

Allergan Inc (Common) — Buy (add'l)

Allergan Inc (Common) — Sold (part)

Allergan Inc (Common) — Sold (part)

Alliance Bernstein Cash Fund

Altria Group Inc (Common) — Sold (part)

Altria Group Inc (Common) — Buy (add'l)

Altria Group Inc (Common) — Sold (part)

Altrnia Group Inc (Common) — Sold (part)

Altna Group Inc (Common) — Sold (part)

Altrna Group Inc (Common) — Sold (part)

Amazon Com Inc (Common) — Buy (add'l)

Amazon Com Inc (Common) — Buy (add'l)

Amazon Com Inc (Common) — Sold (part)

Amazon Com Inc (Common) — Sold (part)

Amazon Com Inc (Common) — Sold (part)

Anadarko Petroleum Corp (Common) — Buy

Anadarko Petroleum Corp (Common) — Buy (add'l)

Anadarko Petroleum Corp (Common) — Buy (add'l)

Anadarko Petroleum Corp (Common) — Buy (add'l)

Anadarko Petroleum Corp (Common) — Buy (add'l)

Anadarko Petroleum Corp (Common) — Sold (part)

Aon Corp (Common) — Buy

Aon Corp (Common) — Buy (add'l)

Aon Corp (Common) — Buy (add'l)

Aon Corp (Common) — Sold (part)

Aon Corp (Common) — Sold

Apollo Group Inc (Common) — Buy

Apple Inc (Common) — Sold (part)

Apple Inc (Common) — Sold (part)

Apple Inc (Common) — Sold (part)

Apple Inc (Common) — Sold (part)

Apple Inc (Common) — Sold (part)

Apple Inc (Common) — Sold (part)

Apple Inc (Common) — Sold (part)

Apple Inc (Common) — Sold (part)

Apple Inc (Common) — Buy (add'l)

Applied Materials Inc (Common) — Buy

Applied Materials Inc (Common) — Buy (add'l)

Applied Materials Inc (Common) — Buy (add'l)

Applied Materials Inc (Common) — Buy (add'l)

Applied Materials Inc (Common) — Buy (add'l)

Archer-Daniels Midland Co (Common) — Buy (add'l)

Archer-Daniels Midland Co (Common) — Sold (part)

Archer-Daniels Midland Co (Common) — Sold

Aruba Networks Inc (Common) — Buy

Aruba Networks Inc (Common) — Buy (add'l)

Aruba Networks Inc (Common) — Sold (part)

Aruba Networks Inc (Common) — Sold

Astrazeneca PLC (Common) — Sold (part)

Astrazeneca PLC (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Buy (add'l)

AT&T Inc (Common) — Buy (add'l)

AT&T Inc (Common) — Buy (add'l)

AT&T Inc (Common) — Buy (add'l)

AT&T Inc (Common) — Buy (add'l)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Sold (part)

AT&T Inc (Common) — Buy (add'l)

BB&T Corp (Common) — Sold

Bemstein Diversified Municipal Portfolio — Buy

Bemstein Diversified Municipal Portfolio — Buy (add'l)

Bemstein Diversified Municipal Portfolio — Buy (add'l)

Bemstein Emerging Markets Portfolio — Sold (part)

Bemstein Emerging Markets Portfolio — Sold (part)

Bemstein Emerging Markets Portfolio — Sold (part)

Bemstein Emerging Markets Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Sold (part)

Bemstein Tax-Managed International Portfolio — Sold (part)

Bemstein Tax-Managed International Portfolio — Sold (part)

Bemstein Tax-Managed International Portfolio — Sold (part)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Bemstein Tax-Managed International Portfolio — Buy (add'l)

Boeing Co (Common) — Buy

Boeing Co (Common) — Buy (add'l)

Boeing Co (Common) — Buy (add'l)

Boeing Co (Common) — Buy (add'l)

Borgwamer Inc (Common) — Buy

Borgwamer Inc (Common) — Buy (add'l)

Borgwamer Inc (Common) — Buy (add'l)

Borgwamer Inc (Common) — Sold (part)

Borgwamer Inc (Common) — Buy (add'l)

Borgwamer Inc (Common) — Sold (part)

BP PL-Spons ADR (Common) — Buy

BP PL-Spons ADR (Common) — Buy (add'l)

BP PL-Spons ADR (Common) — Buy (add'l)

BP PL-Spons ADR (Common) — Buy (add'l)

BP PL-Spons ADR (Common) — Buy (add'l)

BP PL-Spons ADR (Common) — Buy (add'l)

Broadcom Corp (Common) — Buy (add'l)

Broadcom Corp (Common) — Sold (part)

Broadcom Corp (Common) — Buy (add'l)

Broadcom Corp (Common) — Sold (part)

Broadcom Corp (Common) — Sold (part)

Bunge Ltd (Common) — Sold (part)

Bunge Ltd (Common) — Buy (add'l)

Bunge Ltd (Common) — Buy (add'l)

Bunge Ltd (Common) — Buy (add'l)

Bunge Ltd (Common) — Sold (part)

Bunge Ltd (Common) — Sold (part)

Bunge Ltd (Common) — Sold (part)

Bunge Ltd (Common) — Sold

Cablevision Sys Corp (Common) — Sold (part)

Cablevision Sys Corp (Common) — Sold

Cameron International Corp (Common) — Buy (add'l)

Cameron International Corp (Common) — Sold (part)

Cameron International Corp (Common) — Sold (part)

Cameron International Corp (Common) — Sold (part)

Cameron Intemational Corp (Common) — Sold (part)

Cameron Intemational Corp (Common) — Sold

Capital One Financial Corp (Common) — Sold (part)

Capital One Financial Corp (Common) — Sold

Camival Corp (Common) — Buy (add'l)

Camival Corp (Common) — Sold (part)

Camival Corp (Common) — Sold

CB Richard Ellis Group Inc (Common) — Buy

CB Richard Ellis Group Inc (Common) — Buy

Celgene Corp (Common) — Buy (add'l)

Celgene Corp (Common) — Buy (add'l)

Celgene Corp (Common) — Buy (add'l)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Celgene Corp (Common) — Sold (part)

Centerpoint Energy Inc (Common) — Buy

Centurylink Inc (Common) — Buy (add'l)

Centurylink Inc (Common) — Sold (part)

Centurylink Inc (Common) — Sold (part)

Centurylink Inc (Common) — Buy (add'l)

Centurylink Inc (Common) — Buy (add'l)

Centurylink Inc (Common) — Buy (add'l)

CF Industries Holdings Inc (Common) — Sold

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Sold (part)

Cisco Systems Inc (Common) — Buy (add'l)

CIT Group Inc (Common) — Buy

Citigroup Inc (Common) — Buy

Citigroup Inc (Common) — Buy (add'l)

Citigroup Inc (Common) — Buy (add'l)

Citigroup Inc (Common) — Buy (add'l)

Citigroup Inc (Common) — Buy (add'l)

Citigroup Inc (Common) — Buy (add'l)

Citigroup Inc (Common) — Buy (add'l)

Citigroup Inc (Common) — Sold (part)

Citigroup Inc (Common) — Sold (part)

Citigroup Inc (Common) — Buy (add'l)

Citigroup Inc (Common) — Buy (add'l)

Citigroup Inc (Common) — Buy (add'l)

Citigroup Inc (Common) — Buy (add'l)

Citrix Systems Inc (Common) — Buy (add'l)

Citrix Systems Inc (Common) — Sold (part)

Citrix Systems Inc (Common) — Buy (add'l)

Citrix Systems Inc (Common) — Sold (part)

Citrix Systems Inc (Common) — Sold (part)

Citrix Systems Inc (Common) — Buy (add'l)

Citrix Systems Inc (Common) — Sold (part)

Cliffs Natural Resources Inc (Common) — Sold

CME Group Inc (Common) — Sold (part)

CME Group Inc (Common) — Sold (part)

CME Group Inc (Common) — Sold (part)

CME Group Inc (Common) — Sold

CMS Energy Corp (Common) — Buy

CMS Energy Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Buy

Comcast Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Buy (add'l)

Comcast Corp (Common) — Sold (part)

Comcast Corp (Common) — Sold (part)

Comcast Corp (Common) — Sold (part)

Comcast Corp (Common) — Sold (part)

Comcast Corp (Common) — Sold (part)

Comcast Corp (Common) — Sold (part)

Comcast Corp (Common) — Sold (part)

Comcast Corp (Common) — Sold (part)

Commerical Metals Co (Common) — Sold

Conocophillips (Common) — Buy (add'l)

Conocophillips (Common) — Sold (part)

Conocophillips (Common) — Buy (add'l)

Conocophillips (Common) — Buy (add'l)

Conocophillips (Common) — Buy (add'l)

Conocophillips (Common) — Buy (add'l)

Conocophillips (Common) — Sold (part)

Conocophillips (Common) — Sold (part)

Conocophillips (Common) — Sold (part)

Constellation Brands Inc (Common) — Sold (part)

Constellation Brands Inc (Common) — Sold (part)

Constellation Energy Group (Common) — Sold

Cooper Industries PLC (Common) — Sold (part)

Cooper Industries PLC (Common) — Sold (part)

Cooper Industries PLC (Common) — Sold (part)

Cooper Industries PLC (Common) — Sold (part)

Cooper Industries PLC (Common) — Sold (part)

Cooper Industries PLC (Common) — Sold (part)

Cooper Industries PLC (Common) — Sold

Corning Inc (Common) — Buy (add'l)

Corning Inc (Common) — Sold (part)

Corning Inc (Common) — Sold (part)

Costco Wholesale Corp (Common) — Sold (part)

Costco Wholesale Corp (Common) — Sold

Covidien PLC (Common) — Buy

Covidien PLC (Common) — Sold (part)

Covidien PLC (Common) — Buy (add'l)

Covidien PLC (Common) — Buy (add'l)

Covidien PLC (Common) — Buy (add'l)

Covidien PLC (Common) — Buy (add'l)

Danaher Corp (Common) — Buy (add'l)

Danaher Corp (Common) — Sold (part)

Danaher Corp (Common) — Sold (part)

Danaher Corp (Common) — Sold (part)

Danaher Corp (Common) — Sold (part)

Deere & Co (Common) — Sold (part)

Deere & Co (Common) — Sold (part)

Deere & Co (Common) — Sold

Dell Inc (Common) — Sold (part)

Dell Inc (Common) — Sold (part)

Dell Inc (Common) — Sold (part)

Dell Inc (Common) — Sold (part)

Dell Inc (Common) — Sold (part)

Dell Inc (Common) — Sold (part)

Delta Air Lines Inc (Common) — Buy (add'l)

Delta Air Lines Inc (Common) — Buy (add'l)

Delta Air Lines Inc (Common) — Sold (part)

Delta Air Lines Inc (Common) — Sold (part)

Delta Air Lines Inc (Common) — Sold (part)

Delta Air Lines Inc (Common) — Sold (part)

Devon Energy Corp (Common) — Sold (part)

Devon Energy Corp (Common) — Buy (add'l)

Devon Energy Corp (Common) — Buy (add'l)

Devon Energy Corp (Common) — Sold (part)

Devon Energy Corp (Common) — Sold (part)

Devon Energy Corp (Common) — Sold (part)

Devon Energy Corp (Common) — Sold (part)

Devon Energy Corp (Common) — Sold (part)

Devon Energy Corp (Common) — Sold (part)

DirecTV (Common) — Buy (add'l)

DirecTV (Common) — Buy (add'l)

DirecTV (Common) — Sold (part)

DirecTV (Common) — Sold (part)

DirecTV (Common) — Sold (part)

DirecTV (Common) — Sold (part)

Dollar General Corp (Common) — Buy

Dollar General Corp (Common) — Buy (add'l)

Dollar General Corp (Common) — Buy (add'l)

Dow Chemical (Common) — Buy (add'l)

Dow Chemical (Common) — Buy (add'l)

Dow Chemical (Common) — Buy (add'l)

Dow Chemical (Common) — Sold (part)

Dow Chemical (Common) — Sold (part)

Dow Chemical (Common) — Sold (part)

Dow Chemical (Common) — Sold (part)

Dow Chemical (Common) — Sold (part)

DTE Energy Co (Common) — Buy

DTE Energy Co (Common) — Buy (add'l)

DTE Energy Co (Common) — Buy (add'l)

DTE Energy Co (Common) — Sold (part)

DTE Energy Co (Common) — Sold (part)

DTE Energy Co (Common) — Sold (part)

DTE Energy Co (Common) — Sold (part)

DTE Energy Co (Common) — Sold

Eaton Corp (Common) — Sold (part)

Eaton Corp (Common) — Sold (part)

Eaton Corp (Common) — Sold

Edison Intenational (Common) — Buy (add'l)

Edison Intenational (Common) — Sold (part)

Edison Intenational (Common) — Sold

EMC Corp (Common) — Sold (part)

EMC Corp (Common) — Sold (part)

EMC Corp (Common) — Sold (part)

EMC Corp (Common) — Sold (part)

EMC Corp (Common) — Sold (part)

Emerson Electric Co (Common) — Buy

Emerson Electric Co (Common) — Buy (add'l)

Emerson Electric Co (Common) — Buy (add'l)

Emerson Electric Co (Common) — Sold

Ensco PLC (Common) — Buy (add'l)

Ensco PLC (Common) — Sold (part)

Ensco PLC (Common) — Sold (part)

Ensco PLC (Common) — Sold (part)

Ensco PLC (Common) — Sold

EOG Resources Inc (Common) — Buy (add'l)

EOG Resources Inc (Common) — Buy (add'l)

EOG Resources Inc (Common) — Sold (part)

EOG Resources Inc (Common) — Sold (part)

EOG Resources Inc (Common) — Sold (part)

EOG Resources Inc (Common) — Buy (add'l)

Estee Lauder Cos (Common) — Buy

Estee Lauder Cos (Common) — Sold (part)

Express Scripts Inc (Common) — Sold (part)

Express Scripts Inc (Common) — Buy (add'l)

Express Scripts Inc (Common) — Sold (part)

Express Scripts Inc (Common) — Sold (part)

Fifth Third Bancorp (Common) — Sold

Flowserve Corp (Common) — Buy (add'l)

Flowserve Corp (Common) — Sold (part)

FMC Technologies (Common) — Buy

FMC Technologies (Common) — Buy (add'l)

FMC Technologies (Common) — Buy (add'l)

Freeport-McMoran Copper (Common) — Sold

Gamestop Corp (Common) — Buy

Gamestop Corp (Common) — Sold (part)

Gannett Co (Common) — Sold (part)

Gannett Co (Common) — Buy (add'l)

Gannett Co (Common) — Buy (add'l)

Gap Inc (Common) — Sold (part)

Gap Inc (Common) — Sold (part)

Gap Inc (Common) — Sold (part)

Gap Inc (Common) — Sold

Garmin Ltd (Common) — Sold (part)

Garmin Ltd (Common) — Sold

General Electric Co (Common) — Sold (part)

General Electric Co (Common) — Sold (part)

General Electric Co (Common) — Sold (part)

General Electric Co (Common) — Buy (add'l)

General Electric Co (Common) — Buy (add'l)

General Electric Co (Common) — Sold (part)

General Mills Inc (Common) — Sold (part)

General Mills Inc (Common) — Buy (add'l)

General Mills Inc (Common) — Sold (part)

General Mills Inc (Common) — Buy (add'l)

General Mills Inc (Common) — Buy (add'l)

General Mills Inc (Common) — Buy (add'l)

General Mills Inc (Common) — Buy (add'l)

General Motors Co (Common) — Sold

Gilead Sciences Inc (Common) — Sold (part)

Gilead Sciences Inc (Common) — Sold (part)

Gilead Sciences Inc (Common) — Sold (part)

Gilead Sciences Inc (Common) — Sold (part)

Gilead Sciences Inc (Common) — Sold (part)

Gilead Sciences Inc (Common) — Buy (add'l)

Gilead Sciences Inc (Common) — Buy (add'l)

Gilead Sciences Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Buy (add'l)

Goldman Sachs Group Inc (Common) — Buy (add'l)

Goldman Sachs Group Inc (Common) — Buy (add'l)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goldman Sachs Group Inc (Common) — Sold (part)

Goodrich Corp (Common) — Sold (part)

Goodrich Corp (Common) — Sold (part)

Goodrich Corp (Common) — Sold (part)

Goodrich Corp (Common) — Sold (part)

Google Inc (Common) — Sold (part)

Google Inc (Common) — Buy (add'l)

Google Inc (Common) — Buy (add'l)

Google Inc (Common) — Sold (part)

Google Inc (Common) — Sold (part)

Google Inc (Common) — Sold (part)

Google Inc (Common) — Sold (part)

Google Inc (Common) — Sold (part)

Google Inc (Common) — Sold (part)

Hansen Natural Corp (Common) — Buy

Hansen Natural Corp (Common) — Sold (part)

Hansen Natural Corp (Common) — Sold

Harley Davidson Inc (Common) — Buy

Harley Davidson Inc (Common) — Buy (add'l)

HCA Holdings Inc (Common) — Buy

HCA Holdings Inc (Common) — Sold (part)

HCA Holdings Inc (Common) — Buy (add'l)

HCA Holdings Inc (Common) — Sold

Health Net Inc (Common)

Hershey Co (Common) — Buy

Hess Corp (Common) — Sold (part)

Hess Corp (Common) — Sold

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Sold (part)

Hewlett Packard Co (Common) — Sold (part)

Hewlett Packard Co (Common) — Sold (part)

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Buy (add'l)

Hewlett Packard Co (Common) — Buy (add'l)

Honeywell International Inc (Common) — Sold (part)

Honeywell International Inc (Common) — Sold (part)

Honeywell International Inc (Common) — Sold (part)

Honeywell International Inc (Common) — Sold

Huntington Ingalls Industries (Common) — from line 1453)

Huntington Ingalls Indusrties (Common) — Sold

Illuminia Inc (Common) — Buy

Ingersoll-Rand PLC (Common) — Sold (part)

Ingersoll-Rand PLC (Common) — Sold (part)

Ingersoll-Rand PLC (Common) — Sold (part)

Ingersoll-Rand PLC (Common) — Sold (part)

Ingersoll-Rand PLC (Common) — Buy (add'l)

Intel Corp (Common) — Sold (part)

Intel Corp (Common) — Sold (part)

Intel Corp (Common) — Sold

Intuit Inc (Common) — Buy (add'l)

Intuit Inc (Common) — Buy (add'l)

Intuit Inc (Common) — Buy (add'l)

Intuit Inc (Common) — Sold (part)

Intuit Inc (Common) — Sold (part)

Intuit Inc (Common) — Sold (part)

Intuit Inc (Common) — Buy (add'l)

Intuit Inc (Common) — Buy (add'l)

Johnson & Johnson (Common) — Buy (add'l)

Johnson & Johnson (Common) — Sold (part)

Johnson & Johnson (Common) — Sold (part)

Johnson & Johnson (Common) — Sold (part)

Johnson & Johnson (Common) — Sold (part)

Johnson & Johnson (Common) — Sold (part)

Johnson & Johnson (Common) — Sold (part)

Johnson Controls Inc (Common) — Sold (part)

Johnson Controls Inc (Common) — Sold (part)

Johnson Controls Inc (Common) — Sold (part)

Johnson Controls Inc (Common) — Sold (part)

Johnson Controls Inc (Common) — Buy (add'l)

Johnson Controls Inc (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Buy (add'l)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Buy (add'l)

JP Morgan Chase & Co (Common) — Buy (add'l)

JP Morgan Chase & Co (Common) — Buy (add'l)

JP Morgan Chase & Co (Common) — Sold (part)

JP Morgan Chase & Co (Common) — Sold (part)

Juniper Networks Inc (Common) — Buy (add'l)

Juniper Networks Inc (Common) — Buy (add'l)

Juniper Networks Inc (Common) — Sold (part)

Juniper Networks Inc (Common) — Sold (part)

Juniper Networks Inc (Common) — Sold (part)

Juniper Networks Inc (Common) — Sold (part)

Juniper Networks Inc (Common) — Sold

Kimberly Clark Corp (Common) — Sold

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold (part)

Kohls Corp (Common) — Sold

Kroger Co (Common) — Buy

Kroger Co (Common) — Sold (part)

Kroger Co (Common) — Sold (part)

Kroger Co (Common) — Buy (add'l)

Kroger Co (Common) — Buy (add'l)

L AM Research Corp (Common) — Buy

L AM Research Corp (Common) — Sold (part)

L AM Research Corp (Common) — Buy (add'l)

LAM Research Corp (Common) — Buy (add'l)

Las Vegas Sands Corp (Common) — Buy

Las Vegas Sands Corp (Common) — Buy (add'l)

Las Vegas Sands Corp (Common) — Sold (part)

Lear Corp (Common) — Sold (part)

Lear Corp (Common) — Sold (part)

Limited Brands Inc (Common) — Buy (add'l)

Limited Brands Inc (Common) — Buy (add'l)

Limited Brands Inc (Common) — Buy (add'l)

Limited Brands Inc (Common) — Sold (part)

Limited Brands Inc (Common) — Sold (part)

Limited Brands Inc (Common) — Sold (part)

Limited Brands Inc (Common) — Sold (part)

Limited Brands Inc (Common) — Sold (part)

Limited Brands Inc (Common) — Buy (add'l)

Limited Brands Inc (Common) — Sold (part)

Limited Brands Inc (Common) — Sold (part)

Lincoln National Corp (Common)

Lorillard Inc (Common) — Buy

Lorillard Inc (Common) — Buy (add'l)

Lorillard Inc (Common) — Buy (add'l)

Lorillard Inc (Common) — Buy (add'l)

Lowe's COS Inc (Common) — Buy (add'l)

Lowe's COS Inc (Common) — Buy (add'l)

Lowe's COS Inc (Common) — Buy (add'l)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Sold (part)

Lowe's COS Inc (Common) — Buy (add'l)

Lowe's COS Inc (Common) — Buy (add'l)

LyondellBasell Industries (Common) — Buy

LyondellBasell Industries (Common) — Buy (add'l)

LyondellBasell Industries (Common) — Buy (add'l)

Marathon Oil Corp (Common) — Buy (add'l)

Marathon Oil Corp (Common) — Buy (add'l)

Marathon Oil Corp (Common) — Buy (add'l)

Marathon Oil Corp (Common) — Sold (part)

Marathon Oil Corp (Common) — Sold (part)

Marathon Oil Corp (Common) — Sold (part)

Marathon Oil Corp (Common) — Buy (add'l)

Marathon Petroleum Corp (Common) — Buy

Marathon Petroleum Corp (Common) — Buy (add'l)

Marathon Petroleum Corp (Common) — Buy (add'l)

Marvell Technology Group (Common) — Sold (part)

Marvell Technology Group (Common) — Buy (add'l)

Marvell Technology Group (Common) — Buy (add'l)

Marvell Technology Group (Common) — Buy (add'l)

McGraw Hill Cos (Common) — Buy

McKesson Corp (Common) — Buy

McKesson Corp (Common) — Sold

MetLife Inc (Common) — Buy

MetLife Inc (Common) — Buy (add'l)

MetLife Inc (Common) — Buy (add'l)

MetLife Inc (Common) — Sold (part)

MetLife Inc (Common) — Buy (add'l)

MetLife Inc (Common) — Buy (add'l)

Micron Technology Inc (Common) — Buy

Micron Technology Inc (Common) — Buy (add'l)

Micron Technology Inc (Common) — Buy (add'l)

Microsoft Corp (Common) — Sold (part)

Microsoft Corp (Common) — Sold (part)

Microsoft Corp (Common) — Sold (part)

Microsoft Corp (Common) — Sold

Monsanto Co (Common) — Buy (add'l)

Monsanto Co (Common) — Buy (add'l)

Monsanto Co (Common) — Buy (add'l)

Monsanto Co (Common) — Buy (add'l)

Monsanto Co (Common) — Buy (add'l)

Monsanto Co (Common) — Buy (add'l)

Monsanto Co (Common) — Sold (part)

Monsanto Co (Common) — Sold (part)

Monsanto Co (Common) — Sold (part)

Monsanto Co (Common) — Sold (part)

Monsanto Co (Common) — Sold (part)

Monsanto Co (Common) — Sold (part)

Moody's Corp (Common) — Buy

Moody's Corp (Common) — Sold (part)

Moody's Corp (Common) — Sold (part)

Moody's Corp (Common) — Buy

Morgan Stanley (Common) — Sold (part)

Morgan Stanley (Common) — Sold (part)

Motorola Solutions Inc (Common) — Buy

Motorola Solutions Inc (Common) — Buy (add'l)

Motorola Solutions Inc (Common) — Sold (part)

Motorola Solutions Inc (Common) — Sold (part)

Motorola Solutions Inc (Common) — Sold (part)

Motorola Solutions Inc (Common) — Sold

Nabors Industries Ltd (common) — Buy

Nabors Industries Ltd (common) — Buy (add'l)

Nabors Industries Ltd (common) — Buy (add'l)

Nabors Industries Ltd (common) — Sold (part)

Nabors Industries Ltd (common) — Sold (part)

Nabors Industries Ltd (common) — Sold

Netapp Inc (Common) — Buy

Netapp Inc (Common) — Sold (part)

Netapp Inc (Common) — Sold (part)

Netapp Inc (Common) — Sold

NetFlix Inc (Common) — Buy

NetFlix Inc (Common) — Sold (part)

NetFlix Inc (Common) — Sold (part)

NetFlix Inc (Common) — Sold

Newell Rubbermaid Inc (Common) — Buy

Newfield Exploration Co (Common) — Sold (part)

Newfield Exploration Co (Common) — Sold (part)

Newfield Exploration Co (Common) — Sold (part)

Newfield Exploration Co (Common) — Sold

News Corp (Common) — Sold (part)

News Corp (Common) — Sold (part)

News Corp (Common) — Sold (part)

News Corp (Common) — Sold (part)

News Corp (Common ) — Sold (part)

News Corp (Common) — Sold (part)

News Corp (Common) — Sold (part)

News Corp (Common) — Sold (part)

News Corp (Common) — Sold

Nexen Inc (Common) — Buy (add'l)

Nexen Inc (Common) — Sold (part)

Nexen Inc (Common) — Sold (part)

Nexen Inc (Common) — Buy (add'l)

Nexen Inc (Common) — Sold

Neilsen Holdings (Common) — Buy

Neilsen Holdings (Common) — Sold

Noble Energy Inc (Common) — Buy (add'l)

Noble Energy Inc (Common) — Sold (part)

Noble Energy Inc (Common) — Sold (part)

Noble Energy Inc (Common) — Sold (part)

Noble Energy Inc (Common) — Sold (part)

Noble Energy Inc (Common) — Sold (part)

Noble Energy Inc (Common) — Buy (add'l)

Northrop Grumman Corp (Common) — Sold (part)

Northrop Grumman Corp (Common) — Sold (part)

Northrop Grumman Corp (Common) — Sold (part)

Northrop Grumman Corp (Common) — Sold (part)

Northrop Grumman Corp (Common) — Sold (part)

NV Energy Inc (Common) — Buy

NV Energy Inc (Common) — Buy (add'l)

Nvidia Corp (Common) — Sold

NVR Inc (Common) — Sold (part)

NVR Inc (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Buy (add'l)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold (part)

Occidental Petroleum Corp (Common) — Sold

Oracle Corp (Common) — Buy (add'l)

Oracle Corp (Common) — Sold (part)

Oracle Corp (Common) — Sold (part)

Oracle Corp (Common) — Sold (part)

Parker Hannifin Corp (Common) — Sold (part)

Parker Hannifin Corp (Common) — Sold (part)

Parker Hannifin Corp (Common) — Sold

Pepsico Inc (Common) — Sold (part)

Pepsico Inc (Common) — Buy (add'l)

Pepsico Inc (Common) — Buy (add'l)

Pepsico Inc (Common) — Buy (add'l)

Pepsico Inc (Common) — Sold (part)

Perrigo Inc (Common) — Buy

Pfizer Inc (Common) — Sold (part)

Pfizer Inc (Common) — Sold (part)

Pfizer Inc (Common) — Sold (part)

Pfizer Inc (Common) — Buy (add'l)

Potash Corp of Saskatchewan (Common) — Sold (part)

Potash Corp of Saskatchewan (Common) — Buy (add'l)

Potash Corp of Saskatchewan (Common) — Buy (add'l)

Potash Corp of Saskatchewan (Common) — Sold (part)

Potash Corp of Saskatchewan (Common) — Sold (part)

Potash Corp of Saskatchewan (Common) — Buy (add'l)

Precision Castparts Corp (Common) — Buy

Precision Castparts Corp (Common) — Buy (add'l)

Precision Castparts Corp (Common) — Buy (add'l)

Proctor & Gamble Co (Common) — Buy

Proctor & Gamble Co (Common) — Buy (add'l)

Proctor & Gamble Co (Common) — Buy (add'l)

Proctor & Gamble Co (Common) — Sold (part)

Proctor & Gamble Co (Common) — Sold (part)

Proctor & Gamble Co (Common) — Sold (part)

Proctor & Gamble Co (Common) — Sold (part)

Proctor & Gamble Co (Common) — Sold (part)

PVH Corp (Common) — Buy

PVH Corp (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Sold (part)

Qualcomm Inc (Common) — Sold (part)

Qualcomm Inc (Common) — Sold (part)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Qualcomm Inc (Common) — Buy (add'l)

Raytheon Co (Common) — Buy (add'l)

Raytheon Co (Common) — Sold (part)

Raytheon Co (Common) — Sold (part)

Raytheon Co (Common) — Sold (part)

Raytheon Co (Common) — Sold

Reliance Steel & Aluiminum (Common) — Buy

Reliance Steel & Aluiminum (Common) — Sold

Riverbed Technology Inc (Common) — Buy

Riverbed Technology Inc (Common) — Buy (add'l)

Riverbed Technology Inc (Common) — Buy (add'l)

Riverbed Technology Inc (Common) — Buy (add'l)

Riverbed Technology Inc (Common) — Sold (part)

Riverbed Technology Inc (Common) — Sold (part)

Riverbed Technology Inc (Common) — Buy (add'l)

Riverbed Technology Inc (Common) — Sold (part)

Riverbed Technology Inc (Common) — Sold (part)

Riverbed Technology Inc (Common) — Sold (part)

Riverbed Technology Inc (Common) — Sold (part)

Riverbed Technology Inc (Common) — Sold

Rockwell Automation Inc (Common) — Buy

Rockwell Automation Inc (Common) — Buy (add'l)

Rockwell Automation Inc (Common) — Buy (add'l)

Rockwell Automation Inc (Common) — Sold (part)

Rockwell Automation Inc (Common) — Sold (part)

Rockwell Automation Inc (Common) — Buy (add'l)

Rockwell Automation Inc (Common) — Buy (add'l)

Rockwell Automation Inc (Common) — Buy (add'l)

Rockwell Automation Inc (Common) — Buy (add'l)

Rovi Corp (Common) — Buy (add'l)

Rovi Corp (Common) — Buy (add'l)

Rovi Corp (Common) — Sold (part)

Rovi Corp (Common) — Sold (part)

Rovi Corp (Common) — Sold (part)

Rovi Corp (Common) — Buy (add'l)

Rovi Corp (Common) — Sold

Roval Caribbean Cruises Ltd (Common) — Sold (part)

Rovyal Caribbean Cruises Ltd (Common) — Sold (part)

Rovyal Caribbean Cruises Ltd (Common) — Sold

Safeway Inc (Common) — Sold

Salesforce.Com Inc (Common) — Buy

Salesforce.Com Inc (Common) — Buy (add'l)

Sara Lee Corp (Common) — Sold

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Sold (part)

Schlumberger Ltd (Common) — Sold

Schlumberger Ltd (Common) — Buy

Schlumberger Ltd (Common) — Buy (add'l)

Smithfield Food Inc (Common) — Sold (part)

Smithfield Food Inc (Common) — Sold (part)

Smithfield Food Inc (Common) — Sold (part)

Smithfield Food Inc (Common) — Sold

Southwestern Energy (Common) — Sold (part)

Southwestern Energy (Common) — Sold (part)

Southwestern Energy (Common) — Buy (add'l)

Southwestern Energy (Common) — Sold (part)

Southwestern Energy (Common) — Sold (part)

Southwestern Energy (Common) — Sold (part)

Southwestern Energy (Common) — Sold

Sprint Nextel Corp (Common) — Sold (part)

Sprint Nextel Corp (Common) — Buy (add'l)

Sprint Nextel Corp (Common) — Buy (add'l)

Sprint Nextel Corp (Common) — Buy (add'l)

Sprint Nextel Corp (Common) — Sold (part)

Sprint Nextel Corp (Common) — Sold (part)

Sprint Nextel Corp (Common) — Sold (part)

Sprint Nextel Corp (Common) — Sold (part)

Sprint Nextel Corp (Common) — Sold

Stanley Black & Decker Inc (Common) — Buy (add'l)

Stanley Black & Decker Inc (Common) — Sold (part)

Stanley Black & Decker Inc (Common) — Sold (part)

Stanley Black & Decker Inc (Common) — Sold (part)

Stanley Black & Decker Inc (Common) — Sold (part)

Stanley Black & Decker Inc (Common) — Sold

Starbucks Corp (Common) — Sold (part)

Starbucks Corp (Common) — Sold (part)

Starbucks Corp (Common) — Buy (add'l)

Starbucks Corp (Common ) — Sold (part)

Starbucks Corp (Common) — Sold (part)

Steel Dynamics Inc (Common) — Buy

Steel Dynamics Inc (Common) — Sold

Suncor Energy Inc (Common) — Sold (part)

Suncor Energy Inc (Common) — Sold (part)

Suncor Energy Inc (Common) — Sold

Target Corp (Common) — Sold

Tax-Aware Overlay A Portfolio — Buy

Tax-Aware Overlay A Portfolio — Buy (add'l)

TE Connectivity fka Tyco Electronics (Common) — Sold — note in Part VIII

Tesoro Corp (Common) — Buy

Tesoro Corp (Common) — Sold (part)

Tesoro Corp (Common) — Sold

Teva Pharmaceutical (Common) — Buy (add'l)

Teva Pharmaceutical (Common) — Sold

The Walt Disney Co (Common) — Sold (part)

The Walt Disney Co (Common) — Buy (add'l)

The Walt Disney Co (Common) — Sold (part)

The Walt Disney Co (Common) — Sold (part)

The Walt Disney Co (Common) — Sold (part)

The Walt Disney Co (Common) — Buy (add'l)

The Walt Disney Co (Common) — Buy (add'l)

The Walt Disney Co (Common) — Sold (part)

The Walt Disney Co (Common) — Buy (add'l)

Time Warner Cable (Common) — Sold (part)

Time Warmer Cable (Common) — Sold (part)

Time Warner Cable (Common) — Sold (part)

Time Warner Cable (Common) — Buy (add'l)

Time Warner Cable (Common) — Buy (add'l)

Time Warmer Inc (Common) — Sold (part)

Time Wamer Inc (Common) — Sold (part)

Time Warner Inc (Common) — Sold

Transocean Ltd (Common) — Buy

Transocean Ltd (Common) — Sold (part)

Transocean Ltd (Common) — Buy (add'l)

Transocean Ltd (Common) — Buy (add'l)

Transocean Ltd (Common) — Buy (add'l)

Travelers COS Inc (Common) — Buy (add'l)

Travelers COS Inc (Common) — Sold (part)

TRW Automotive Holdings (Common) — Buy

TRW Automotive Holdings (Common) — Buy (add'l)

Tyco Electronics Ltd (Common) — Sold (part)

Tyson Foods Inc (Common) — Buy

Tyson Foods Inc (Common) — Sold (part)

Tyson Foods Inc (Common) — Buy (add'l)

Tyson Foods Inc (Common) — Buy (add'l)

United Parcel Service (Common) — Buy (add'l)

United Parcel Service (Common) — Sold (part)

United Parcel Service (Common) — Sold (part)

United Parcel Service (Common) — Sold (part)

United Technologies Corp (Common) — Buy

United Technologies Corp (Common) — Sold

Unitedhealth Group Inc (Common) — Buy

Unitedhealth Group Inc (Common) — Buy (add'l)

Unitedhealth Group Inc (Common) — Buy (add'l)

Unitedhealth Group Inc (Common) — Buy (add'l)

Unitedhealth Group Inc (Common) — Sold (part)

Unitedhealth Group Inc (Common) — Sold (part)

Vertex Pharmaceuticals Inc (Common) — Sold

VF Corp(Common) — Buy

VF Corp(Common) — Buy (add'l)

Viacom Inc (Common) — Sold (part)

Viacom Inc (Common) — Buy (add'l)

VISA Inc (Common) — Buy

Vodatone Group (Common) — Sold

Wellpoint Inc (Common) — Buy

Wellpoint Inc (Common) — Buy (add'l)

Wellpoint Inc (Common) — Buy (add'l)

Wellpoint Inc (Common) — Sold (part)

Wellpoint Inc (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Sold (part)

Wells Fargo & Co (Common) — Buy (add'l)

Wells Fargo & Co (Common) — Sold (part)

XL Group PLC (Common) — Sold

FRS — Int/Div

Fidelity Cash Reserves

Brokerage

BP PLC Sponsored ADR (X) — Int/Div — Open

Lincoln National (common) (X) — Int/Div — Open

Nisource (common) (X) — Int/Div — Open

Fidelity Spartan Florida Municipal (X) Income Fund — Int/Div — Open

Investment Club - 10% interest — Int/Div

Aegon NV (Common) (X)

American Apparel Inc (Common) (X) — Sold

Bank of America Corp (Common) — Buy

Bolt Technology Corp (Common) (X) — Sold

Bristol Myers Squibb Co (Common) — Buy

Caterpillar Common (Common) — Buy

Circor Intemational Inc (Common) (X) — Sold

Conocophillips Com (Common) — Buy

Du Pont E I DE Nemours & Co (Common) — Buy

ENGloba! Corp (Common) (X) — Sold

Exxon Mobil Corp (Common) — Buy

Federated Prim Obligation ISS #396 (X)

Fifth Third Bancorp (Common) — Buy

Fifth Third Bancorp (Common) — Buy (add'l)

First Niagara Financial Group Inc (Common) — Buy

Flagstar Bancorp Inc (Common) (X) — Sold

Ford Mtr Co (Common) (X) — Buy (add'l)

Freeport-McMoran Copper & Gold Inc (Common) — Buy

General Electric Co (Common) — Buy

General Electric Co (Common) — Buy (add'l)

General Motors Co (Common) — Buy

Goldman Sachs Group Inc (Common) — Buy

Goldman Sachs Group Inc (Common) — Buy (add'l)

ING Groep NV (Common) (X) — Sold

iShares S&P US Pref Stock Index Fund — Buy

Johnson Controls Inc (Common) — Buy

JP Morgan Chase & Co (Common) — Buy

JP Morgan Chase & Co (Common) — Buy (add'l)

Merck & Co Inc (Common) — Buy

Merck & Co Inc (Common) — Buy (add'l)

Peoples United Financial Inc (Common) — Buy

Pfizer Inc (Common) — Buy

Pfizer Inc (Common) — Buy (add'l)

PowerShares DB Gold Short ETN (Common) X) — Sold

Procter & Gamble Co (Common) — Buy

ProShares UltraShort (Common) (X) — Sold

Pulte Homes Inc (Common) — Buy

Pulte Homes Inc (Common) — Buy (add'l)

Sanofi SA (Common) — Buy

Sanofi SA (Common) — Buy (add'l)

SAP Aktiengesellschaft (Common) — Buy

i Holdings Co (Common) (X) — Sold

Solar Capital Ltd (Common) — Buy

Tesoro Corp (Common) (X) — Sold

The9 Ltd (Common) (X) — Sold

US Natural Gas Fund (Common) (X) — Sold (part)

Walgreen Co (Common) — Buy

Willbros Group Inc (Common) (X) — Sold

Windstream Corp (Common) — Buy

Five of these entites constitute those fiduciary relationships listed as:, "FR1" through "FRS," though not necessarily in that order

President, Foundation 1

President, Sub-Chapter S Corporation 1

Co-Trustee, Partnership 1

Member, Board of Directors Condominium Association

Income — 2011 — County of St. Clair, Michigan {defined benefit retirement plan) — $19.992.00

2010 Report - Part VII, Page 5, Line 5 - Fidelity Daily Income Fund - DELETED FROM 2011 REPORT- duplicate of Page 5, Line 4

Part VII, Page 17,

Line 211 - Credit Suisse (common) - Mistakenly failed to carry over as a holding from 2009 to 2010 Report

Part VII,

Page 44,

Line 668 - Tyco Electronics, Ltd changed its name to TE Connectivity Ltd on March 10, 2011

Part VII,

Page 50,

Line 777 - Fiduciary responsibility ended 1/11/2011

Part VII,

Page 51,

Line 789 - Fiduciary responsibility ended 2/27/2011

Part VII,

Page 52,

Line 809 - Fiduciary responsibility ended 1/11/2011

Part VII,

Page 99,

Line 1611 - Tyco Electronics, Ltd changed its name to TE Connectivity Ltd on March 10, 2011

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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