$529 Thousand is the total value of ATWOOD & PALMER INC's 384 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 52.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HIW | Sell | HIGHWOODS PPTYS INC | $4,505,000 | -55.6% | 115,829 | -52.1% | 0.85% | -68.5% |
| XOM | Sell | EXXON MOBIL CORP | $4,086,000 | -22.3% | 43,450 | -16.8% | 0.77% | -45.0% |
| ALL | Sell | ALLSTATE CORP | $2,136,000 | -2.9% | 34,804 | -7.1% | 0.40% | -31.3% |
| RSP | Sell | RYDEX ETF TRUST | $1,859,000 | -3.3% | 24,530 | -2.1% | 0.35% | -31.6% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,461,000 | +11.8% | 5,644 | -21.7% | 0.28% | -20.9% |
| CFFN | Sell | CAPITOL FED FINL INC | $260,000 | -2.6% | 19,694 | -10.3% | 0.05% | -31.0% |
| KMB | Sell | KIMBERLY CLARK CORP | $247,000 | -94.8% | 2,300 | -94.6% | 0.05% | -96.3% |
| CMLP | Sell | CRESTWOOD MIDSTREAM PARTNERS | $227,000 | +0.4% | 10,000 | -2.5% | 0.04% | -28.3% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $225,000 | -68.2% | 5,045 | -66.8% | 0.04% | -77.8% |
| CEQP | Sell | CRESTWOOD EQUITY PARTNERS LP | $211,000 | -31.0% | 20,000 | -2.9% | 0.04% | -51.2% |
| DVY | Sell | ISHARES TR | $165,000 | -17.5% | 2,233 | -14.2% | 0.03% | -41.5% |
| BP | Sell | BP PLC | $152,000 | -88.5% | 3,476 | -86.2% | 0.03% | -91.8% |
| LLY | Sell | LILLY ELI & CO | $121,000 | -2.4% | 1,859 | -7.0% | 0.02% | -30.3% |
| SLB | Sell | SCHLUMBERGER LTD | $117,000 | -20.4% | 1,150 | -8.0% | 0.02% | -43.6% |
| GIS | Sell | GENERAL MLS INC | $116,000 | -35.6% | 2,306 | -32.8% | 0.02% | -54.2% |
| SPDW | Sell | SPDR INDEX SHS FDS | $114,000 | -60.8% | 4,015 | -58.2% | 0.02% | -71.8% |
| FLS | Sell | FLOWSERVE CORP | $100,000 | -21.3% | 1,425 | -16.8% | 0.02% | -44.1% |
| SDY | Sell | SPDR SERIES TRUST | $72,000 | -6.5% | 955 | -4.5% | 0.01% | -33.3% |
| DD | Sell | DU PONT E I DE NEMOURS & CO | $68,000 | -26.1% | 941 | -32.8% | 0.01% | -48.0% |
| GSK | Sell | GLAXOSMITHKLINE PLC | $46,000 | -22.0% | 1,000 | -9.1% | 0.01% | -43.8% |
| KMI | Sell | KINDER MORGAN INC DEL | $50,000 | +6.4% | 1,150 | -11.3% | 0.01% | -30.8% |
| R108 | Sell | ENERGIZER HLDGS INC | $31,000 | -90.2% | 250 | -90.4% | 0.01% | -92.9% |
| APC | Sell | ANADARKO PETE CORP | $31,000 | -6.1% | 230 | -24.3% | 0.01% | -33.3% |
| FMS | Sell | FRESENIUS MED CARE AG&CO KGA | $32,000 | -36.0% | 930 | -38.0% | 0.01% | -53.8% |
| KCLI | Sell | KANSAS CITY LIFE INS CO | $27,000 | -3.6% | 500 | -17.8% | 0.01% | -28.6% |
| NVS | Sell | NOVARTIS A G | $8,000 | -95.8% | 90 | -95.7% | 0.00% | -96.0% |
| EFSC | Sell | ENTERPRISE FINL SVCS CORP | $3,000 | -95.8% | 200 | -95.0% | 0.00% | -94.7% |
| JPP | Sell | SPDR INDEX SHS FDS | $5,000 | -98.2% | 120 | -98.0% | 0.00% | -98.7% |
| CST | Exit | CST BRANDS INC | $0 | – | -33 | -100.0% | 0.00% | – |
| SCTY | Exit | SOLARCITY CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| YRCW | Exit | YRC WORLDWIDE INC | $0 | – | -3 | -100.0% | 0.00% | – |
| NWSA | Exit | NEWS CORP NEW | $0 | – | -15 | -100.0% | 0.00% | – |
| IAG | Exit | IAMGOLD CORP | $0 | – | -4 | -100.0% | 0.00% | – |
| SIEGY | Exit | SIEMENS A G | $0 | – | -35 | -100.0% | -0.00% | – |
| FOXA | Exit | TWENTY FIRST CENTY FOX INC | $0 | – | -62 | -100.0% | -0.00% | – |
| RDY | Exit | DR REDDYS LABS LTD | $0 | – | -50 | -100.0% | -0.00% | – |
| EWA | Exit | ISHARES | $0 | – | -100 | -100.0% | -0.00% | – |
| EPIQ | Exit | EPIQ SYS INC | $0 | – | -225 | -100.0% | -0.00% | – |
| ACUR | Exit | ACURA PHARMACEUTICALS INC | $0 | – | -5,050 | -100.0% | -0.00% | – |
| GBNK | Exit | GUARANTY BANCORP DEL | $0 | – | -400 | -100.0% | -0.00% | – |
| P107PS | Exit | MCG CAPITAL CORP | $0 | – | -2,000 | -100.0% | -0.00% | – |
| TTE | Exit | TOTAL S A | $0 | – | -85 | -100.0% | -0.00% | – |
| ELD | Exit | WISDOMTREE TR | $0 | – | -270 | -100.0% | -0.00% | – |
| RAD | Exit | RITE AID CORP | $0 | – | -1,708 | -100.0% | -0.00% | – |
| XLB | Exit | SELECT SECTOR SPDR TR | $0 | – | -223 | -100.0% | -0.00% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -351 | -100.0% | -0.00% | – |
| ACAS | Exit | AMERICAN CAP LTD | $0 | – | -1,332 | -100.0% | -0.01% | – |
| IGOV | Exit | ISHARES | $0 | – | -424 | -100.0% | -0.01% | – |
| POST | Exit | POST HLDGS INC | $0 | – | -1,103 | -100.0% | -0.02% | – |
| ATLS | Exit | ATLAS ENERGY LP | $0 | – | -1,500 | -100.0% | -0.02% | – |
| TSN | Exit | TYSON FOODS INC | $0 | – | -2,415 | -100.0% | -0.02% | – |
| VMEM | Exit | VIOLIN MEMORY INC | $0 | – | -27,711 | -100.0% | -0.03% | – |
| ATW | Exit | ATWOOD OCEANICS INC | $0 | – | -3,000 | -100.0% | -0.04% | – |
| SAIA | Exit | SAIA INC | $0 | – | -5,893 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2014-12-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LOCKHEED MARTIN CORP | 42 | Q3 2023 | 4.3% |
| Cisco Systems | 42 | Q3 2023 | 5.1% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 4.3% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 4.6% |
| AMERIPRISE FINL INC | 42 | Q3 2023 | 3.5% |
| INTEL CORP | 42 | Q3 2023 | 4.2% |
| GILEAD SCIENCES INC | 42 | Q3 2023 | 3.9% |
| FIFTH THIRD BANCORP | 42 | Q3 2023 | 3.3% |
| APPLE INC | 42 | Q3 2023 | 3.1% |
| BECTON DICKINSON & CO | 42 | Q3 2023 | 2.2% |
View ATWOOD & PALMER INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-24 |
View ATWOOD & PALMER INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.