$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITCI | Exit | INTRA CELLULAR THERAPIES | $0 | – | -200 | -100.0% | 0.00% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -13 | -100.0% | 0.00% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -104 | -100.0% | -0.00% | – |
| EPR | Exit | EPR PPTYS | $0 | – | -100 | -100.0% | -0.00% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -40 | -100.0% | -0.00% | – |
| TYG | Exit | TORTOISE ENERGY INFRA CO | $0 | – | -385 | -100.0% | -0.00% | – |
| IAU | Exit | ISHARES GOLD TRUST | $0 | – | -937 | -100.0% | -0.00% | – |
| AMX | Exit | AMERICA MOVIL SAB DE CV | $0 | – | -1,386 | -100.0% | -0.00% | – |
| BIVV | Exit | BIOVERATIV INC | $0 | – | -350 | -100.0% | -0.00% | – |
| QQQ | Exit | POWERSHARES QQQ TRUST | $0 | – | -175 | -100.0% | -0.00% | – |
| CORR | Exit | CORENERGY INFRASTRUCTURE | $0 | – | -3,000 | -100.0% | -0.02% | – |
| SPH | Exit | SUBURBAN PROPANE PARTNER | $0 | – | -10,365 | -100.0% | -0.04% | – |
| BSCL | Exit | CLAYMORE EXCHANGE TRD FD | $0 | – | -80,400 | -100.0% | -0.24% | – |
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.