$702 Million is the total value of ATWOOD & PALMER INC's 295 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ECA | New | ENCANA CORP | $10,664,000 | – | 969,411 | +100.0% | 1.52% | – |
| GNRC | New | GENERAC HLDGS INC | $8,794,000 | – | 191,540 | +100.0% | 1.25% | – |
| SONY | New | SONY CORP | $8,762,000 | – | 181,250 | +100.0% | 1.25% | – |
| C | New | CITIGROUP INC | $6,472,000 | – | 95,885 | +100.0% | 0.92% | – |
| CORR | New | CORENERGY INFRASTRUCTURE TR | $113,000 | – | 3,000 | +100.0% | 0.02% | – |
| PDBC | New | POWERSHARES ACT MANG COMM FD | $66,000 | – | 3,700 | +100.0% | 0.01% | – |
| ZTS | New | ZOETIS INC | $33,000 | – | 400 | +100.0% | 0.01% | – |
| VFC | New | V F CORP | $25,000 | – | 333 | +100.0% | 0.00% | – |
| RIG | New | TRANSOCEAN LTD | $25,000 | – | 2,500 | +100.0% | 0.00% | – |
| MLPI | New | UBS AG JERSEY BRH | $27,000 | – | 1,300 | +100.0% | 0.00% | – |
| APA | New | APACHE CORP | $23,000 | – | 600 | +100.0% | 0.00% | – |
| IJH | New | ISHARES TR | $13,000 | – | 70 | +100.0% | 0.00% | – |
| DLR | New | DIGITAL RLTY TR INC | $4,000 | – | 40 | +100.0% | 0.00% | – |
| IRM | New | IRON MTN INC NEW | $8,000 | – | 250 | +100.0% | 0.00% | – |
| SHAK | New | SHAKE SHACK INC | $8,000 | – | 200 | +100.0% | 0.00% | – |
| PSTI | New | PLURISTEM THERAPEUTICS INC | $0 | – | 33 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-30
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.