$706 Million is the total value of ATWOOD & PALMER INC's 333 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 111.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVNW | Exit | AVIAT NETWORKS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -223 | -100.0% | 0.00% | – |
| BPL | Exit | BUCKEYE PARTNERS L P | $0 | – | -70 | -100.0% | 0.00% | – |
| EWBC | Exit | EAST WEST BANCORP INC | $0 | – | -175 | -100.0% | -0.00% | – |
| WES | Exit | WESTERN GAS PARTNERS LP | $0 | – | -105 | -100.0% | -0.00% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC | $0 | – | -140 | -100.0% | -0.00% | – |
| SCHW | Exit | SCHWAB CHARLES CORP NEW | $0 | – | -230 | -100.0% | -0.00% | – |
| SPH | Exit | SUBURBAN PROPANE PARTNERS L | $0 | – | -787 | -100.0% | -0.00% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| CORR | Exit | CORENERGY INFRASTRUCTURE TR | $0 | – | -3,000 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-23
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.