$293 Thousand is the total value of SUNFLOWER BANK, NA WEALTH MANAGEMENT's 150 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GCI | Exit | GANNETT CO | $0 | – | -5,735 | -100.0% | -0.07% | – |
| PNC | Exit | PNC FINANCIAL SERVICES GROUP | $0 | – | -5,198 | -100.0% | -0.16% | – |
| XLP | Exit | CONSUMER STAPLES SPDRetf - equity | $0 | – | -39,660 | -100.0% | -0.64% | – |
| FXI | Exit | ISHARES CHINA LARGE CAP ETFetf - equity | $0 | – | -86,225 | -100.0% | -1.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-07-24
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 30 | Q3 2020 | 28.0% |
| BERKSHIRE HATHAWAY INC CL A | 30 | Q3 2020 | 18.3% |
| PROCTER & GAMBLE CO | 30 | Q3 2020 | 7.2% |
| ISHARES TR CORE TOTAL US BOND MKT ETF | 30 | Q3 2020 | 9.0% |
| ABBOTT LABORATORIES | 30 | Q3 2020 | 4.3% |
| COCA-COLA CO | 30 | Q3 2020 | 2.4% |
| EXXON MOBIL CORP | 30 | Q3 2020 | 3.3% |
| GENERAL ELECTRIC CO | 30 | Q3 2020 | 3.1% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 30 | Q3 2020 | 3.1% |
| ISHARES CORE S&P SMALL CAP ETF | 30 | Q3 2020 | 2.7% |
View SUNFLOWER BANK, NA WEALTH MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-10-23 |
| 13F-HR/A | 2020-08-06 |
| 13F-HR | 2020-07-31 |
| 13F-HR | 2020-05-07 |
| 13F-HR | 2020-02-06 |
| 13F-HR | 2019-11-06 |
| 13F-HR | 2019-07-19 |
| 13F-HR | 2019-04-24 |
| 13F-HR/A | 2019-02-04 |
| 13F-HR | 2019-01-31 |
View SUNFLOWER BANK, NA WEALTH MANAGEMENT'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.