Dec 2015 Changes

Portfolio changes in December:

  1. Increased the KMB position
  2. Increased the OZRK position
  3. Increased the BX position following the wash rule waiting period
  4. Initiated a position in LNC
  5. Initiated a position in LM
  6. Initiated a position in MET
  7. Initiated a position in BEN
  8. Initiated a position in IVZ
  9. Initiated a position in TRV
  10. Initiated a position in BK
  11. Initiated a position in AIG
  12. Initiated a position in MA
  13. Initiated a position in GS
  14. Initiated a position in GE
  15. Initiated a position in WRE
  16. Initiated a position in BAC
  17. Initiated a position in DRE
  18. Initiated a position in STT
  19. Initiated a position in C
  20. Initiated a position in EFX
  21. Initiated a position in ALL
  22. Initiated a position in MORN