$719 Million is the total value of HighTower Trust Company, N.A.'s 140 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 13.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Sell | EXXON MOBIL CORP COMequity | $485,781,000 | -3.6% | 4,973,193 | -0.1% | 67.52% | +3.0% |
| SCI | Sell | SERVICE CORP INTL COMequity | $27,159,000 | +9.5% | 1,366,151 | -0.1% | 3.78% | +17.1% |
| PM | Buy | PHILIP MORRIS INTL INC COMequity | $12,912,000 | -4.6% | 157,713 | +1.5% | 1.80% | +1.9% |
| KO | Buy | COCA COLA CO COMequity | $9,909,000 | -5.4% | 256,300 | +1.0% | 1.38% | +1.0% |
| MO | Buy | ALTRIA GROUP INC COMequity | $8,582,000 | +12.8% | 229,287 | +15.7% | 1.19% | +20.6% |
| JNJ | Buy | JOHNSON & JOHNSON COMequity | $7,443,000 | +7.7% | 75,773 | +0.5% | 1.04% | +15.3% |
| PG | Buy | PROCTER & GAMBLE CO COMequity | $6,996,000 | +0.2% | 86,804 | +1.2% | 0.97% | +7.0% |
| CCI | CROWN CASTLE INTL CORP COMequity | $6,984,000 | +0.5% | 94,665 | 0.0% | 0.97% | +7.4% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L COMequity | $6,968,000 | -25.4% | 100,458 | -28.7% | 0.97% | -20.2% |
| MSFT | Buy | MICROSOFT CORP COMequity | $4,967,000 | +13.1% | 121,166 | +3.3% | 0.69% | +20.8% |
| EVEPQ | Sell | EV ENERGY PARTNERS LP COM UNITSequity | $4,696,000 | -4.7% | 140,230 | -3.4% | 0.65% | +1.9% |
| MRK | Sell | MERCK & CO INC NEW COMequity | $4,258,000 | +9.5% | 75,011 | -3.5% | 0.59% | +17.0% |
| TRV | TRAVELERS COMPANIES INC COMequity | $3,900,000 | -6.0% | 45,832 | 0.0% | 0.54% | +0.4% | |
| ABT | Sell | ABBOTT LABS COMequity | $3,426,000 | -17.0% | 88,975 | -17.4% | 0.48% | -11.4% |
| PAGP | Sell | PLAINS GP HLDGS L P SHS A REP LTPNequity | $3,397,000 | -36.1% | 121,422 | -38.8% | 0.47% | -31.7% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWequity | $3,322,000 | +5.4% | 26,579 | 0.0% | 0.46% | +12.7% | |
| ABBV | Sell | ABBVIE INC COMequity | $2,951,000 | -6.2% | 57,405 | -3.6% | 0.41% | +0.2% |
| GE | Sell | GENERAL ELECTRIC CO COMequity | $2,748,000 | -7.9% | 106,131 | -0.3% | 0.38% | -1.5% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPequity | $2,725,000 | -33.9% | 39,072 | -40.1% | 0.38% | -29.3% |
| PEP | Sell | PEPSICO INC COMequity | $2,698,000 | -4.2% | 32,310 | -4.9% | 0.38% | +2.5% |
| ET | Buy | ENERGY TRANSFER EQUITY L P COM UT LTD PTNequity | $2,680,000 | -30.8% | 57,335 | +21.0% | 0.37% | -26.0% |
| RDSA | Sell | ROYAL DUTCH SHELL PLC SPONS ADR Aequity | $2,645,000 | -23.3% | 36,205 | -25.2% | 0.37% | -17.9% |
| TRGP | Sell | TARGA RES CORP COMequity | $2,608,000 | -27.0% | 26,273 | -35.1% | 0.36% | -21.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMequity | $2,504,000 | +88.7% | 13,011 | +83.8% | 0.35% | +101.2% |
| COP | Buy | CONOCOPHILLIPS COMequity | $2,206,000 | +6.9% | 31,359 | +7.4% | 0.31% | +14.6% |
| KMI | Buy | KINDER MORGAN INC DEL COMequity | $2,199,000 | +0.6% | 67,673 | +11.5% | 0.31% | +7.7% |
| WGP | Sell | WESTERN GAS EQUITY PARTNERS COMUNT LTD PTequity | $2,172,000 | -29.5% | 44,233 | -43.2% | 0.30% | -24.5% |
| LGCY | LEGACY RESERVES LP UNIT LP INTequity | $2,031,000 | -11.8% | 81,764 | 0.0% | 0.28% | -5.7% | |
| HK | HALCON RES CORP COM NEWequity | $2,021,000 | +12.2% | 466,666 | 0.0% | 0.28% | +20.1% | |
| SMLP | Buy | SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTDequity | $1,983,000 | +145.1% | 46,280 | +109.7% | 0.28% | +162.9% |
| T | Buy | AT&T INC COMequity | $1,843,000 | +21.7% | 52,550 | +22.0% | 0.26% | +29.9% |
| INTC | Buy | INTEL CORP COMequity | $1,803,000 | +12.4% | 69,839 | +13.0% | 0.25% | +20.1% |
| AAPL | Buy | APPLE INC COMequity | $1,782,000 | +16.1% | 3,320 | +21.3% | 0.25% | +24.0% |
| WMB | Sell | WILLIAMS COS INC DEL COMequity | $1,653,000 | -36.6% | 40,736 | -39.7% | 0.23% | -32.2% |
| TEP | Sell | TALLGRASS ENERGY PARTNERS LP COM UNITequity | $1,603,000 | -15.1% | 44,015 | -39.4% | 0.22% | -9.3% |
| WFC | WELLS FARGO & CO NEW COMequity | $1,530,000 | +9.6% | 30,752 | 0.0% | 0.21% | +17.0% | |
| MWE | Sell | MARKWEST ENERGY PARTNERS L P UNIT LTD PARTNequity | $1,534,000 | -45.2% | 23,478 | -44.6% | 0.21% | -41.5% |
| MCD | Buy | MCDONALDS CORP COMequity | $1,486,000 | +26.5% | 15,154 | +25.2% | 0.21% | +35.3% |
| WAG | WALGREEN CO COMequity | $1,459,000 | +15.0% | 22,100 | 0.0% | 0.20% | +23.0% | |
| OKE | Sell | ONEOK INC NEW COMequity | $1,425,000 | -45.6% | 24,049 | -42.9% | 0.20% | -41.8% |
| TJX | Buy | TJX COS INC NEW COMequity | $1,409,000 | +9.1% | 23,228 | +14.6% | 0.20% | +16.7% |
| MPLX | Sell | MPLX LP COM UNIT REP LTDequity | $1,395,000 | -35.2% | 28,473 | -41.1% | 0.19% | -30.7% |
| USG | Sell | U S G CORP COM NEWequity | $1,391,000 | +10.1% | 42,500 | -4.5% | 0.19% | +17.7% |
| SXL | Sell | SUNOCO LOGISTICS PRTNRS L P COM UNITSequity | $1,322,000 | -29.2% | 14,543 | -41.2% | 0.18% | -24.3% |
| AHGP | Sell | ALLIANCE HOLDINGS GP LP COM UNITS LPequity | $1,323,000 | -23.4% | 21,291 | -27.7% | 0.18% | -18.2% |
| NGL | Sell | NGL ENERGY PARTNERS LP COM UNIT REPSTequity | $1,290,000 | -35.5% | 34,367 | -40.7% | 0.18% | -31.2% |
| EQM | Sell | EQT MIDSTREAM PARTNERS LP UNIT LTD PARTNequity | $1,285,000 | -33.5% | 18,266 | -44.4% | 0.18% | -28.7% |
| GIS | Buy | GENERAL MLS INC COMequity | $1,255,000 | +20.6% | 24,220 | +16.1% | 0.17% | +28.9% |
| L109PS | Sell | ACCESS MIDSTREAM PARTNERS L UNITequity | $1,252,000 | -40.3% | 21,748 | -41.3% | 0.17% | -36.3% |
| OILT | Sell | OILTANKING PARTNERS L P UNIT LTDequity | $1,218,000 | -14.1% | 15,798 | -30.9% | 0.17% | -8.2% |
| BK | Sell | BANK NEW YORK MELLON CORP COMequity | $1,203,000 | -18.8% | 34,085 | -19.6% | 0.17% | -13.5% |
| PAA | Buy | PLAINS ALL AMERN PIPELINE L UNIT LTD PARTNequity | $1,203,000 | +63.7% | 21,819 | +53.6% | 0.17% | +74.0% |
| APA | Sell | APACHE CORP COMequity | $1,183,000 | -4.8% | 14,262 | -1.3% | 0.16% | +1.2% |
| NGLS | Sell | TARGA RESOURCES PARTNERS LP COM UNITequity | $1,139,000 | -37.9% | 20,237 | -42.3% | 0.16% | -33.9% |
| RRMS | Sell | ROSE ROCK MIDSTREAM L P COM U REP LTDequity | $1,108,000 | -38.1% | 26,703 | -42.3% | 0.15% | -33.9% |
| BAC | Sell | BANK OF AMERICA CORPORATION COMequity | $1,105,000 | -4.2% | 64,272 | -13.2% | 0.15% | +2.7% |
| LLY | Buy | LILLY ELI & CO COMequity | $1,098,000 | +96.1% | 18,652 | +69.9% | 0.15% | +109.6% |
| CVS | Sell | CVS CAREMARK CORPORATION COMequity | $1,093,000 | -30.3% | 14,607 | -33.3% | 0.15% | -25.5% |
| FCX | New | FREEPORT-MCMORAN COPPER & GO COMequity | $1,083,000 | – | 32,763 | +100.0% | 0.15% | – |
| UTX | Sell | UNITED TECHNOLOGIES CORP COMequity | $1,045,000 | -28.7% | 8,948 | -30.5% | 0.14% | -24.1% |
| KMR | Sell | KINDER MORGAN MANAGEMENT LLC SHSequity | $1,024,000 | -64.6% | 14,288 | -62.6% | 0.14% | -62.2% |
| CSX | Sell | CSX CORP COMequity | $988,000 | -28.5% | 34,121 | -28.9% | 0.14% | -23.9% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWequity | $981,000 | +2.9% | 13,777 | -0.2% | 0.14% | +9.7% |
| GNW | Sell | GENWORTH FINL INC COM CL Aequity | $968,000 | -23.9% | 54,572 | -33.4% | 0.14% | -18.2% |
| RY | ROYAL BK CDA MONTREAL QUE COMequity | $963,000 | -1.8% | 14,596 | 0.0% | 0.13% | +4.7% | |
| MMM | Buy | 3M CO COMequity | $960,000 | +27.0% | 7,078 | +31.2% | 0.13% | +35.7% |
| CL | Buy | COLGATE PALMOLIVE CO COMequity | $901,000 | +39.5% | 13,892 | +40.2% | 0.12% | +48.8% |
| HAL | Sell | HALLIBURTON CO COMequity | $900,000 | +13.1% | 15,275 | -2.6% | 0.12% | +20.2% |
| GEL | Sell | GENESIS ENERGY L P UNIT LTD PARTNequity | $876,000 | -42.8% | 16,171 | -44.5% | 0.12% | -38.7% |
| NVS | Sell | NOVARTIS A G SPONSORED ADRequity | $879,000 | -39.3% | 10,339 | -42.6% | 0.12% | -35.1% |
| LMT | Buy | LOCKHEED MARTIN CORP COMequity | $865,000 | +98.4% | 5,300 | +80.6% | 0.12% | +110.5% |
| CVX | Sell | CHEVRON CORP NEW COMequity | $857,000 | -9.8% | 7,204 | -5.3% | 0.12% | -4.0% |
| DXJ | Sell | WISDOMTREE TR JAPN HEDGE EQTequity | $856,000 | -50.8% | 18,088 | -47.2% | 0.12% | -47.3% |
| CHL | Sell | CHINA MOBILE LIMITED SPONSORED ADRequity | $845,000 | -54.9% | 18,535 | -48.3% | 0.12% | -52.0% |
| YUM | New | YUM BRANDS INC COMequity | $810,000 | – | 10,738 | +100.0% | 0.11% | – |
| FISV | Sell | FISERV INC COMequity | $808,000 | -23.8% | 14,260 | -20.6% | 0.11% | -18.8% |
| PSX | Sell | PHILLIPS 66 COMequity | $795,000 | -44.9% | 10,315 | -44.9% | 0.11% | -41.0% |
| COH | COACH INC COMequity | $790,000 | -11.4% | 15,900 | 0.0% | 0.11% | -5.2% | |
| BMY | BRISTOL MYERS SQUIBB CO COMequity | $778,000 | -2.3% | 14,970 | 0.0% | 0.11% | +3.8% | |
| TTE | Sell | TOTAL S A SPONSORED ADRequity | $751,000 | -34.0% | 11,453 | -38.4% | 0.10% | -29.7% |
| COF | Sell | CAPITAL ONE FINL CORP COMequity | $734,000 | -33.4% | 9,513 | -33.9% | 0.10% | -28.7% |
| USB | US BANCORP DEL COM NEWequity | $737,000 | +6.0% | 17,200 | 0.0% | 0.10% | +13.3% | |
| ROST | Sell | ROSS STORES INC COMequity | $730,000 | -19.8% | 10,201 | -16.0% | 0.10% | -14.4% |
| SYT | Sell | SYNGENTA AG SPONSORED ADRequity | $709,000 | -32.0% | 9,360 | -28.2% | 0.10% | -27.2% |
| TGT | Sell | TARGET CORP COMequity | $705,000 | -8.2% | 11,643 | -4.1% | 0.10% | -2.0% |
| BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADRequity | $682,000 | -41.3% | 56,797 | -39.4% | 0.10% | -37.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN COMequity | $682,000 | +39.5% | 8,822 | +45.7% | 0.10% | +48.4% |
| ABB | Sell | ABB LTD SPONSORED ADRequity | $679,000 | -48.1% | 26,309 | -46.6% | 0.09% | -44.7% |
| MET | Sell | METLIFE INC COMequity | $667,000 | -32.8% | 12,641 | -31.3% | 0.09% | -27.9% |
| MA | Buy | MASTERCARD INC CL Aequity | $666,000 | +30.6% | 8,910 | +1360.7% | 0.09% | +40.9% |
| SE | Sell | SPECTRA ENERGY CORP COMequity | $658,000 | -1.5% | 17,826 | -4.9% | 0.09% | +4.6% |
| ROK | Sell | ROCKWELL AUTOMATION INC COMequity | $632,000 | -39.6% | 5,078 | -42.7% | 0.09% | -35.3% |
| CNX | Sell | CONSOL ENERGY INC COMequity | $626,000 | -32.5% | 15,675 | -35.7% | 0.09% | -28.1% |
| PFE | Buy | PFIZER INC COMequity | $607,000 | +5.7% | 18,895 | +0.8% | 0.08% | +12.0% |
| UPS | New | UNITED PARCEL SERVICE INC CL Bequity | $600,000 | – | 6,165 | +100.0% | 0.08% | – |
| BNS | BANK N S HALIFAX COMequity | $587,000 | -7.3% | 10,120 | 0.0% | 0.08% | 0.0% | |
| LQD | Sell | ISHARES IBOXX INV CP ETFequity | $588,000 | -20.5% | 5,028 | -22.4% | 0.08% | -14.6% |
| VEOEY | Sell | VEOLIA ENVIRONNEMENT SPONSORED ADRequity | $575,000 | -30.1% | 28,915 | -42.5% | 0.08% | -25.2% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Aequity | $553,000 | +8.0% | 6,932 | +11.2% | 0.08% | +14.9% |
| 1338PS | Sell | UBS AG SHS NEWequity | $557,000 | -37.0% | 26,870 | -41.5% | 0.08% | -33.0% |
| AXP | AMERICAN EXPRESS CO COMequity | $542,000 | -0.7% | 6,019 | 0.0% | 0.08% | +5.6% | |
| TS | Sell | TENARIS S A SPONSORED ADRequity | $541,000 | -52.3% | 12,217 | -53.0% | 0.08% | -49.0% |
| JCI | Sell | JOHNSON CTLS INC COMequity | $526,000 | -31.3% | 11,111 | -25.6% | 0.07% | -27.0% |
| FLR | Buy | FLUOR CORP NEW COMequity | $517,000 | +27.0% | 6,648 | +31.0% | 0.07% | +35.8% |
| SNY | Sell | SANOFI SPONSORED ADRequity | $499,000 | -58.7% | 9,552 | -57.5% | 0.07% | -56.1% |
| PKX | Sell | POSCO SPONSORED ADRequity | $474,000 | -58.2% | 6,834 | -53.0% | 0.07% | -55.4% |
| TLLP | Sell | TESORO LOGISTICS LP COM UNIT LPequity | $460,000 | -70.7% | 7,634 | -74.6% | 0.06% | -68.6% |
| TDC | New | TERADATA CORP DEL COMequity | $443,000 | – | 8,997 | +100.0% | 0.06% | – |
| MUB | Buy | ISHARES NAT AMT FREE BDequity | $441,000 | +43.2% | 4,123 | +38.8% | 0.06% | +52.5% |
| JPM | Sell | JPMORGAN CHASE & CO COMequity | $437,000 | -13.3% | 7,196 | -16.5% | 0.06% | -7.6% |
| PNC | PNC FINL SVCS GROUP INC COMequity | $439,000 | +12.3% | 5,045 | 0.0% | 0.06% | +19.6% | |
| F | Buy | FORD MTR CO DEL COM PAR $0.01equity | $421,000 | +27.6% | 27,010 | +26.2% | 0.06% | +37.2% |
| JNPR | New | JUNIPER NETWORKS INC COMequity | $427,000 | – | 16,592 | +100.0% | 0.06% | – |
| GCC | Sell | GREENHAVEN CONT CMDTY INDEX UNIT BEN INTequity | $417,000 | -59.9% | 14,806 | -63.4% | 0.06% | -57.0% |
| 4945SC | KINDER MORGAN ENERGY PARTNER UT LTD PARTNERequity | $386,000 | -8.3% | 5,220 | 0.0% | 0.05% | -1.8% | |
| SLB | SCHLUMBERGER LTD COMequity | $380,000 | +8.0% | 3,901 | 0.0% | 0.05% | +15.2% | |
| COG | New | CABOT OIL & GAS CORP COMequity | $366,000 | – | 10,795 | +100.0% | 0.05% | – |
| IBN | Sell | ICICI BK LTD ADRequity | $357,000 | -47.7% | 8,158 | -55.6% | 0.05% | -43.8% |
| DD | DU PONT E I DE NEMOURS & CO COMequity | $334,000 | +3.1% | 4,980 | 0.0% | 0.05% | +9.5% | |
| UNP | UNION PAC CORP COMequity | $306,000 | +11.7% | 1,630 | 0.0% | 0.04% | +19.4% | |
| CX | New | CEMEX SAB DE CV SPON ADR NEWequity | $303,000 | – | 23,962 | +100.0% | 0.04% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMequity | $293,000 | +15.8% | 6,155 | +19.4% | 0.04% | +24.2% |
| WRI | Sell | WEINGARTEN RLTY INVS SH BEN INTequity | $287,000 | +8.3% | 9,572 | -1.0% | 0.04% | +17.6% |
| UAL | UNITED CONTL HLDGS INC COMequity | $278,000 | +17.8% | 6,237 | 0.0% | 0.04% | +25.8% | |
| STI | Sell | SUNTRUST BKS INC COMequity | $274,000 | +7.0% | 6,885 | -1.0% | 0.04% | +15.2% |
| MDT | MEDTRONIC INC COMequity | $271,000 | +7.1% | 4,400 | 0.0% | 0.04% | +15.2% | |
| WPZ | Sell | WILLIAMS PARTNERS L P COM UNIT L Pequity | $274,000 | -84.1% | 5,385 | -84.1% | 0.04% | -83.0% |
| HYG | Sell | ISHARES IBOXX HI YD ETFequity | $265,000 | -39.5% | 2,805 | -40.5% | 0.04% | -35.1% |
| BP | Buy | BP PLC SPONSORED ADRequity | $257,000 | +21.8% | 5,333 | +23.1% | 0.04% | +33.3% |
| HD | HOME DEPOT INC COMequity | $256,000 | -3.8% | 3,230 | 0.0% | 0.04% | +2.9% | |
| AFL | AFLAC INC COMequity | $249,000 | -5.7% | 3,950 | 0.0% | 0.04% | +2.9% | |
| CSCO | CISCO SYS INC COMequity | $252,000 | 0.0% | 11,250 | 0.0% | 0.04% | +6.1% | |
| QCOM | QUALCOMM INC COMequity | $224,000 | +6.2% | 2,838 | 0.0% | 0.03% | +14.8% | |
| APC | ANADARKO PETE CORP COMequity | $222,000 | +6.7% | 2,625 | 0.0% | 0.03% | +14.8% | |
| VLO | VALERO ENERGY CORP NEW COMequity | $215,000 | +5.4% | 4,042 | 0.0% | 0.03% | +11.1% | |
| CSH | CASH AMER INTL INC COMequity | $213,000 | +0.9% | 5,500 | 0.0% | 0.03% | +11.1% | |
| CMI | New | CUMMINS INC COMequity | $211,000 | – | 1,416 | +100.0% | 0.03% | – |
| OXY | OCCIDENTAL PETE CORP DEL COMequity | $210,000 | +0.5% | 2,200 | 0.0% | 0.03% | +7.4% | |
| ABEV | New | AMBEV SA SPONSORED ADRequity | $148,000 | – | 20,000 | +100.0% | 0.02% | – |
| TVIX | New | CREDIT SUISSE AG NASSAU BRH EXCHTRADE SHTERMequity | $70,000 | – | 10,000 | +100.0% | 0.01% | – |
| EFA | Exit | ISHARES MSCI EAFE ETFequity | $0 | – | -3,517 | -100.0% | -0.03% | – |
| EMB | Exit | ISHARES JP MOR EM MK ETFequity | $0 | – | -2,213 | -100.0% | -0.03% | – |
| BUNT | Exit | DEUTSCHE BK AG LONDON BRH PWRSHR 3X GERMequity | $0 | – | -9,176 | -100.0% | -0.04% | – |
| TIBX | Exit | TIBCO SOFTWARE INC COMequity | $0 | – | -28,394 | -100.0% | -0.08% | – |
| L | Exit | LOEWS CORP COMequity | $0 | – | -21,621 | -100.0% | -0.14% | – |
| GOOGL | Exit | GOOGLE INC CL Aequity | $0 | – | -991 | -100.0% | -0.14% | – |
| K | Exit | KELLOGG CO COMequity | $0 | – | -18,180 | -100.0% | -0.14% | – |
| MCHI | Exit | ISHARES CHINA ETFequity | $0 | – | -25,093 | -100.0% | -0.16% | – |
| MINT | Exit | PIMCO ETF TR ENHAN SHRT MATequity | $0 | – | -24,336 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SERVICE CORP INTL COM | 40 | Q1 2023 | 10.4% |
| MICROSOFT CORP COM | 40 | Q1 2023 | 7.1% |
| PHILIP MORRIS INTL INC COM | 40 | Q1 2023 | 3.0% |
| PROCTER & GAMBLE CO COM | 40 | Q1 2023 | 2.7% |
| ENTERPRISE PRODS PARTNERS L COM | 40 | Q1 2023 | 2.8% |
| PEPSICO INC COM | 40 | Q1 2023 | 2.4% |
| ALTRIA GROUP INC COM | 40 | Q1 2023 | 2.1% |
| MCDONALDS CORP COM | 40 | Q1 2023 | 1.4% |
| MERCK & CO INC NEW COM | 40 | Q1 2023 | 0.8% |
| SCHLUMBERGER LTD COM | 40 | Q1 2023 | 1.8% |
View HighTower Trust Company, N.A.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-14 |
| 13F-HR | 2021-10-26 |
| 13F-HR | 2021-08-02 |
| 13F-HR | 2021-05-03 |
| 13F-HR/A | 2021-01-29 |
View HighTower Trust Company, N.A.'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.