$65.2 Million is the total value of BUSH ODONNELL INVESTMENT ADVISORS INC's 26 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | Sell | JOHNSON & JOHNSON | $2,184,000 | -29.0% | 15,803 | -37.6% | 3.35% | -35.5% |
| T | Sell | AT&T INC | $1,760,000 | +4.6% | 52,399 | -0.0% | 2.70% | -5.1% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $1,538,000 | -42.2% | 10,997 | -48.3% | 2.36% | -47.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXPRESS SCRIPTS HOLDING CO | 22 | Q3 2018 | 8.3% |
| COLGATE PALMOLIVE INC | 22 | Q3 2018 | 7.2% |
| PEPSICO INC | 22 | Q3 2018 | 7.0% |
| 3M CO | 22 | Q3 2018 | 5.8% |
| JOHNSON & JOHNSON INC | 22 | Q3 2018 | 5.7% |
| PROCTOR & GAMBLE CO | 22 | Q3 2018 | 6.6% |
| VISA INC | 22 | Q3 2018 | 7.1% |
| FEDEX CORP | 22 | Q3 2018 | 5.7% |
| UNITED TECHNOLOGIES CORP | 22 | Q3 2018 | 5.5% |
| EMERSON ELECTRIC CO | 22 | Q3 2018 | 4.8% |
View BUSH ODONNELL INVESTMENT ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-10-30 |
| 13F-HR | 2018-08-06 |
| 13F-HR | 2018-05-10 |
| 13F-HR | 2018-02-06 |
| 13F-HR | 2017-11-13 |
| 13F-HR | 2017-08-07 |
| 13F-HR | 2017-05-15 |
| 13F-HR | 2017-02-14 |
| 13F-HR | 2016-11-14 |
| 13F-HR | 2016-08-05 |
View BUSH ODONNELL INVESTMENT ADVISORS 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.