$131 Million is the total value of Palisades Hudson Asset Management, L.P.'s 104 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCZ | Exit | iShares Treafe sml cp etf | $0 | – | -4,685 | -100.0% | -0.18% | – |
| DHR | Exit | Danaher Corp Del | $0 | – | -2,363 | -100.0% | -0.20% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF Tr | 45 | Q2 2024 | 23.5% |
| iShares Tr | 45 | Q2 2024 | 23.3% |
| iShares Tr | 45 | Q2 2024 | 15.3% |
| iShares Tr | 45 | Q2 2024 | 9.8% |
| iShares Inc | 45 | Q2 2024 | 3.8% |
| iShares Tr | 45 | Q2 2024 | 2.5% |
| Microsoft Corp | 45 | Q2 2024 | 1.9% |
| iShares Inc | 45 | Q2 2024 | 1.6% |
| iShares Tr | 45 | Q2 2024 | 0.8% |
| iShares Tr | 45 | Q2 2024 | 1.9% |
View Palisades Hudson Asset Management, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-10 |
View Palisades Hudson Asset Management, L.P.'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.