| NEW Stocks/positions: CarMax Inc. (KMX) WABCO Holdings Inc. (WBC) | Sold: First Data Corp. (FDC) Tyco International Ltd. (TYC) Western Union Co. (WU) Covidien, Ltd. (COV) Petro China (PTR) Tyco Electronics, Ltd. (TEL) |
| Added to these positions: Burlington Northern Santa Fe Corp. (BNI) Dow Jones & Co. Inc. (DJ) Johnson & Johnson (JNJ) US Bancorp (USB) Wells Fargo & Company (WFC) | Reduced these positions: Norfolk Southern Corp. (NSC) Union Pacific Corp. (UNP) Ameriprise Financial Inc. (AMP) |
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