$626 Million is the total value of ATWOOD & PALMER INC's 297 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -24 | -100.0% | 0.00% | – |
| SRCL | Exit | STERICYCLE INC | $0 | – | -27 | -100.0% | 0.00% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED | $0 | – | -32 | -100.0% | 0.00% | – |
| ACUR | Exit | ACURA PHARMACEUTICALS INC | $0 | – | -1,010 | -100.0% | 0.00% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -350 | -100.0% | 0.00% | – |
| FBT | Exit | FIRST TR EXCHANGE TRADED | $0 | – | -18 | -100.0% | 0.00% | – |
| BCR | Exit | BARD C R INC | $0 | – | -27 | -100.0% | -0.00% | – |
| AVP | Exit | AVON PRODS INC | $0 | – | -500 | -100.0% | -0.00% | – |
| MNKD | Exit | MANNKIND CORP | $0 | – | -4,000 | -100.0% | -0.00% | – |
| XLE | Exit | SELECT SECTOR SPDR TR | $0 | – | -60 | -100.0% | -0.00% | – |
| TGP | Exit | TEEKAY LNG PARTNERS L P | $0 | – | -200 | -100.0% | -0.00% | – |
| CME | Exit | CME GROUP INC | $0 | – | -54 | -100.0% | -0.00% | – |
| NTTYY | Exit | NIPPON TELEG & TEL CORP | $0 | – | -123 | -100.0% | -0.00% | – |
| GIB | Exit | GROUPE CGI INC | $0 | – | -158 | -100.0% | -0.00% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -40 | -100.0% | -0.00% | – |
| BDSI | Exit | BIODELIVERY SCIENCES INTL | $0 | – | -2,000 | -100.0% | -0.00% | – |
| FLEX | Exit | FLEX LTD | $0 | – | -376 | -100.0% | -0.00% | – |
| FLOT | Exit | ISHARES TR | $0 | – | -100 | -100.0% | -0.00% | – |
| DKS | Exit | DICKS SPORTING GOODS INC | $0 | – | -67 | -100.0% | -0.00% | – |
| IYM | Exit | ISHARES TR | $0 | – | -68 | -100.0% | -0.00% | – |
| BSV | Exit | VANGUARD BD INDEX FD INC | $0 | – | -75 | -100.0% | -0.00% | – |
| BEN | Exit | FRANKLIN RES INC | $0 | – | -81 | -100.0% | -0.00% | – |
| FMS | Exit | FRESENIUS MED CARE AG&CO | $0 | – | -70 | -100.0% | -0.00% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -135 | -100.0% | -0.00% | – |
| GWX | Exit | SPDR INDEX SHS FDS | $0 | – | -134 | -100.0% | -0.00% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDE | $0 | – | -81 | -100.0% | -0.00% | – |
| FNI | Exit | FIRST TR EXCHANGE TRADED | $0 | – | -480 | -100.0% | -0.00% | – |
| VFC | Exit | V F CORP | $0 | – | -200 | -100.0% | -0.00% | – |
| EEP | Exit | ENBRIDGE ENERGY PARTNERS | $0 | – | -500 | -100.0% | -0.00% | – |
| BBBY | Exit | BED BATH & BEYOND INC | $0 | – | -300 | -100.0% | -0.00% | – |
| IWP | Exit | ISHARES TR | $0 | – | -135 | -100.0% | -0.00% | – |
| PARNF | Exit | PARNELL PHARMACEUT HLDGS | $0 | – | -16,900 | -100.0% | -0.00% | – |
| HUM | Exit | HUMANA INC | $0 | – | -50 | -100.0% | -0.00% | – |
| EDE | Exit | EMPIRE DIST ELEC CO | $0 | – | -250 | -100.0% | -0.00% | – |
| SE | Exit | SPECTRA ENERGY CORP | $0 | – | -225 | -100.0% | -0.00% | – |
| SPLV | Exit | POWERSHARES ETF TR II | $0 | – | -244 | -100.0% | -0.00% | – |
| SJNK | Exit | SPDR SER TR | $0 | – | -363 | -100.0% | -0.00% | – |
| C | Exit | CITIGROUP INC | $0 | – | -150 | -100.0% | -0.00% | – |
| FLN | Exit | FIRST TR EXCH TRD ALPHA F | $0 | – | -765 | -100.0% | -0.00% | – |
| FBZ | Exit | FIRST TR EXCH TRD ALPHA F | $0 | – | -1,015 | -100.0% | -0.00% | – |
| FSZ | Exit | FIRST TR EXCH TRD ALPHA F | $0 | – | -345 | -100.0% | -0.00% | – |
| FGM | Exit | FIRST TR EXCH TRD ALPHA F | $0 | – | -375 | -100.0% | -0.00% | – |
| ACAS | Exit | AMERICAN CAP LTD | $0 | – | -1,332 | -100.0% | -0.00% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -219 | -100.0% | -0.00% | – |
| IWS | Exit | ISHARES TR | $0 | – | -364 | -100.0% | -0.01% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -615 | -100.0% | -0.01% | – |
| BND | Exit | VANGUARD BD INDEX FD INC | $0 | – | -329 | -100.0% | -0.01% | – |
| AXAS | Exit | ABRAXAS PETE CORP | $0 | – | -13,500 | -100.0% | -0.01% | – |
| XHR | Exit | XENIA HOTELS & RESORTS IN | $0 | – | -1,844 | -100.0% | -0.01% | – |
| PVI | Exit | POWERSHARES ETF TR II | $0 | – | -1,560 | -100.0% | -0.01% | – |
| TXMD | Exit | THERAPEUTICSMD INC | $0 | – | -7,504 | -100.0% | -0.01% | – |
| EMB | Exit | ISHARES TR | $0 | – | -388 | -100.0% | -0.01% | – |
| SPH | Exit | SUBURBAN PROPANE PARTNERS | $0 | – | -1,500 | -100.0% | -0.01% | – |
| ALGT | Exit | ALLEGIANT TRAVEL CO | $0 | – | -300 | -100.0% | -0.01% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDS | $0 | – | -684 | -100.0% | -0.01% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -475 | -100.0% | -0.01% | – |
| CEQP | Exit | CRESTWOOD EQUITY PARTNERS | $0 | – | -2,500 | -100.0% | -0.01% | – |
| SCHH | Exit | SCHWAB STRATEGIC TR | $0 | – | -1,732 | -100.0% | -0.01% | – |
| LGIH | Exit | LGI HOMES INC | $0 | – | -3,536 | -100.0% | -0.02% | – |
| LQD | Exit | ISHARES TR | $0 | – | -1,079 | -100.0% | -0.02% | – |
| MBB | Exit | ISHARES TR | $0 | – | -1,452 | -100.0% | -0.03% | – |
| VUG | Exit | VANGUARD INDEX FDS | $0 | – | -2,800 | -100.0% | -0.06% | – |
| FXD | Exit | FIRST TR EXCHANGE TRADED | $0 | – | -40,457 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-28
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.