$164 Million is the total value of HALL LAURIE J TRUSTEE's 595 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BKEPP | Exit | BLUEKNIGHT ENERGY PARTNERS L P PFD UNIT SER A | $0 | – | -324 | -100.0% | -0.00% | – |
| TEVA | Exit | TEVA PHARMACEUTICALS INDS LTDspons adr | $0 | – | -240 | -100.0% | -0.00% | – |
| PCLN | Exit | PRICELINE COM INC | $0 | – | -4 | -100.0% | -0.00% | – |
| APA | Exit | APACHE CORP | $0 | – | -250 | -100.0% | -0.01% | – |
| EEMV | Exit | ISHARES INC EDGE MSCI MINIMUM VOLATILITYEMERGING MARKETS ETFmin vol emrg mkt | $0 | – | -285 | -100.0% | -0.01% | – |
| BHP | Exit | BHP BILLITON LTDsponsored adr rep a | $0 | – | -1,000 | -100.0% | -0.03% | – |
| PBI | Exit | PITNEY BOWES INC | $0 | – | -4,000 | -100.0% | -0.03% | – |
| PKW | Exit | POWERSHARES EXCHANGE-TRADED FDTR PORTdyna buygk ach | $0 | – | -765 | -100.0% | -0.03% | – |
| TIME | Exit | TIME INC | $0 | – | -5,037 | -100.0% | -0.05% | – |
| GEM | Exit | GOLDMAN SACHS ETF TR ACTIVEBETA EMERGING MKTSEQUITY ETFactivebeta int | $0 | – | -7,200 | -100.0% | -0.15% | – |
| IGSB | Exit | ISHARES 1-3 YEAR CR BD ETF1 3 yr cr bd etf | $0 | – | -3,208 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP COM | 42 | Q2 2024 | 9.1% |
| PROCTER & GAMBLE CO COM | 42 | Q2 2024 | 5.6% |
| JOHNSON & JOHNSON COM | 42 | Q2 2024 | 4.6% |
| 3M COMPANY | 42 | Q2 2024 | 5.1% |
| STRYKER CORP COM | 42 | Q2 2024 | 4.0% |
| PEPSICO INC COM | 42 | Q2 2024 | 3.7% |
| APPLEPUTER INC | 42 | Q2 2024 | 4.6% |
| EXXON MOBIL CORP COM | 42 | Q2 2024 | 6.2% |
| ABBOTT LABS COM | 42 | Q2 2024 | 3.6% |
| VANGUARD TOTAL STOCK MARKET ETF | 42 | Q2 2024 | 4.0% |
View HALL LAURIE J TRUSTEE's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-04-06 |
View HALL LAURIE J TRUSTEE'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.