$163 Million is the total value of Palisades Hudson Asset Management, L.P.'s 106 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTI | New | Vanguard Index Fdstotal stk mkt | $28,062,000 | – | 243,340 | +100.0% | 17.19% | – |
STLD | New | Steel Dynamics Inc | $270,000 | – | 7,582 | +100.0% | 0.16% | – |
NVDA | New | Nvidia Corp | $245,000 | – | 2,297 | +100.0% | 0.15% | – |
CBSH | New | Commerce Bancshares Inc | $211,000 | – | 3,646 | +100.0% | 0.13% | – |
RHP | New | Ryman Hospitality Pptys Inc | $209,000 | – | 3,322 | +100.0% | 0.13% | – |
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 2017-02-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF Tr | 42 | Q3 2023 | 23.5% |
iShares Tr | 42 | Q3 2023 | 23.3% |
iShares Tr | 42 | Q3 2023 | 15.3% |
iShares Tr | 42 | Q3 2023 | 9.8% |
iShares Inc | 42 | Q3 2023 | 3.8% |
iShares Tr | 42 | Q3 2023 | 2.5% |
Microsoft Corp | 42 | Q3 2023 | 1.8% |
iShares Inc | 42 | Q3 2023 | 1.6% |
iShares Tr | 42 | Q3 2023 | 0.8% |
iShares Tr | 42 | Q3 2023 | 1.9% |
View Palisades Hudson Asset Management, L.P.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-27 |
13F-HR | 2022-02-03 |
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.