$170 Million is the total value of Perkins Coie Trust Co's 323 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Buy | ISHARES S&P 500 GROWTHequity - large cap - etf | $13,759,000 | +8.9% | 104,615 | +0.8% | 8.09% | +5.5% |
| IJK | Sell | ISHARES S&P MIDCAP 400 GROWTHequity - midcap - etf | $8,315,000 | +1.0% | 43,555 | -3.6% | 4.89% | -2.2% |
| MSFT | Sell | MICROSOFT CORP | $5,819,000 | -4.1% | 88,354 | -9.5% | 3.42% | -7.1% |
| MMM | 3M CO | $5,701,000 | +7.2% | 29,795 | 0.0% | 3.35% | +3.8% | |
| AAPL | Sell | APPLE INC | $3,831,000 | +20.4% | 26,668 | -2.9% | 2.25% | +16.7% |
| VOO | Sell | VANGUARD S&P 500 ETFequity - etf | $3,372,000 | +4.1% | 15,586 | -1.2% | 1.98% | +0.9% |
| GGG | GRACO INC. | $3,256,000 | +13.3% | 34,587 | 0.0% | 1.91% | +9.7% | |
| PG | Sell | PROCTER & GAMBLE CO | $3,216,000 | +6.0% | 35,790 | -0.8% | 1.89% | +2.8% |
| DIS | Sell | WALT DISNEY CO | $3,036,000 | +8.0% | 26,774 | -0.8% | 1.78% | +4.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,829,000 | -0.1% | 17,249 | -2.5% | 1.66% | -3.2% |
| PEP | Sell | PEPSICO INC | $2,803,000 | +6.6% | 25,058 | -0.3% | 1.65% | +3.3% |
| HD | Sell | HOME DEPOT INC | $2,768,000 | +8.5% | 18,852 | -0.9% | 1.63% | +5.2% |
| PNC | Sell | PNC FINANCIAL SERVICES GROUP | $2,683,000 | +1.1% | 22,310 | -1.7% | 1.58% | -2.0% |
| WFC | Sell | WELLS FARGO & CO | $2,644,000 | +0.6% | 47,509 | -0.3% | 1.55% | -2.5% |
| XBI | Buy | SPDR S&P BIOTECH ETFequity sector - etf | $2,625,000 | +17.2% | 37,853 | +0.0% | 1.54% | +13.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHINES | $2,589,000 | +2.9% | 14,865 | -2.0% | 1.52% | -0.3% |
| Buy | ISHARES S&P MIDCAP 400 GROWTHequity - midcap - etf | $2,537,000 | +8.5% | 13,288 | +3.5% | 1.49% | +5.1% | |
| CMCSA | Buy | COMCAST CORP | $2,495,000 | +7.1% | 66,362 | +96.6% | 1.47% | +3.7% |
| TRV | THE TRAVELERS CO INC | $2,456,000 | -1.5% | 20,376 | 0.0% | 1.44% | -4.6% | |
| T | Buy | AT&T INC | $2,457,000 | -2.1% | 59,158 | +0.2% | 1.44% | -5.2% |
| XLU | Sell | UTILITIES SELECT SECTOR SPDR ETFequity sector - etf | $2,455,000 | +4.4% | 47,852 | -1.2% | 1.44% | +1.1% |
| SYK | Sell | STRYKER CORP | $2,449,000 | +6.6% | 18,602 | -3.0% | 1.44% | +3.3% |
| ORCL | Sell | ORACLE CORP | $2,425,000 | +13.7% | 54,359 | -2.0% | 1.43% | +10.2% |
| CSCO | Sell | CISCO SYSTEMS INC | $2,411,000 | +9.7% | 71,365 | -1.9% | 1.42% | +6.2% |
| DHR | Sell | DANAHER CORP | $2,396,000 | +9.2% | 28,017 | -0.6% | 1.41% | +5.8% |
| PFE | Buy | PFIZER INC | $2,367,000 | +6.2% | 69,217 | +0.9% | 1.39% | +3.0% |
| CVX | Sell | CHEVRON CORP | $2,299,000 | -9.4% | 21,417 | -0.6% | 1.35% | -12.2% |
| V | Sell | VISA INC | $2,246,000 | +13.4% | 25,271 | -0.4% | 1.32% | +9.9% |
| SCHW | Buy | CHARLES SCHWAB CORP | $2,223,000 | +3.7% | 54,464 | +0.3% | 1.31% | +0.5% |
| MDT | Sell | MEDTRONIC PLC | $2,140,000 | +12.4% | 26,563 | -0.7% | 1.26% | +8.9% |
| BLK | Buy | BLACKROCK INC | $2,078,000 | +1.1% | 5,418 | +0.3% | 1.22% | -2.0% |
| INTC | Buy | INTEL CORP | $2,050,000 | -0.1% | 56,852 | +0.5% | 1.20% | -3.2% |
| TJX | Sell | TJX COMPANIES INC | $2,038,000 | +4.4% | 25,768 | -0.8% | 1.20% | +1.2% |
| CB | Buy | CHUBB LIMITED | $2,028,000 | +4.1% | 14,888 | +1.0% | 1.19% | +0.8% |
| CVS | Buy | CVS HEALTH CORP | $1,946,000 | +0.3% | 24,793 | +0.8% | 1.14% | -2.9% |
| QCOM | Buy | QUALCOMM INC | $1,919,000 | -11.9% | 33,472 | +0.2% | 1.13% | -14.7% |
| MET | Buy | METLIFE INC | $1,766,000 | -1.8% | 33,443 | +0.2% | 1.04% | -4.9% |
| UPS | Sell | UNITED PARCEL SERVICE INC | $1,741,000 | -7.4% | 16,228 | -1.0% | 1.02% | -10.3% |
| UNP | Sell | UNION PACIFIC CORP | $1,666,000 | -0.2% | 15,729 | -2.3% | 0.98% | -3.4% |
| AMT | Sell | AMERICAN TOWER CORP | $1,619,000 | +14.3% | 13,321 | -0.6% | 0.95% | +10.8% |
| ACN | Buy | ACCENTURE PLC | $1,558,000 | +3.2% | 13,000 | +0.9% | 0.92% | 0.0% |
| FAN | Sell | FIRST TRUST GLOBAL WIND ENERGY ETFequity sector - etf | $1,555,000 | +3.9% | 123,440 | -3.5% | 0.91% | +0.7% |
| VFC | Sell | VF CORP | $1,531,000 | +2.7% | 27,861 | -0.3% | 0.90% | -0.6% |
| NVS | Sell | NOVARTIS AG | $1,516,000 | 0.0% | 20,414 | -1.9% | 0.89% | -3.2% |
| ABBV | Sell | ABBVIE INC | $1,457,000 | +3.6% | 22,367 | -0.4% | 0.86% | +0.5% |
| IAU | Sell | ISHARES GOLD TRUSTother - etf | $1,456,000 | +6.8% | 121,267 | -1.4% | 0.86% | +3.5% |
| ETN | Sell | EATON CORP PLC | $1,450,000 | +10.3% | 19,561 | -0.2% | 0.85% | +6.8% |
| HON | Buy | HONEYWELL INTL INC | $1,446,000 | +9.0% | 11,583 | +1.2% | 0.85% | +5.6% |
| MDLZ | Sell | MONDELEZ INTERNATIONAL INC | $1,436,000 | -3.9% | 33,337 | -1.2% | 0.84% | -6.9% |
| USB | US BANCORP | $1,358,000 | +0.2% | 26,373 | 0.0% | 0.80% | -2.9% | |
| BBT | Sell | BB&T CORP | $1,356,000 | -5.1% | 30,342 | -0.1% | 0.80% | -8.1% |
| GE | Sell | GENERAL ELECTRIC CO | $1,286,000 | -6.1% | 43,183 | -0.4% | 0.76% | -9.0% |
| APD | Buy | AIR PRODUCTS & CHEMICALS INC | $1,250,000 | -5.9% | 9,241 | +0.0% | 0.74% | -8.8% |
| CABO | CABLE ONE, INC | $1,249,000 | +0.5% | 2,000 | 0.0% | 0.73% | -2.7% | |
| GHC | GRAHAM HOLDINGS CO-CLASS B | $1,199,000 | +17.1% | 2,000 | 0.0% | 0.70% | +13.5% | |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $1,110,000 | +2.4% | 9,891 | +0.0% | 0.65% | -0.8% |
| ECL | Sell | ECOLAB INC | $1,053,000 | +6.8% | 8,401 | -0.1% | 0.62% | +3.5% |
| SPY | Sell | STANDARD & POOR'S DEPOSITARY RECEIPTS ETFequity - etf | $1,023,000 | -8.5% | 4,338 | -13.3% | 0.60% | -11.4% |
| PYPL | PAYPAL HOLDINGS INC | $970,000 | +9.0% | 22,540 | 0.0% | 0.57% | +5.6% | |
| BHI | Sell | BAKER HUGHES INC | $926,000 | -8.1% | 15,476 | -0.2% | 0.54% | -11.1% |
| SU | Buy | SUNCOR ENERGY INC | $897,000 | -3.9% | 29,164 | +2.1% | 0.53% | -6.9% |
| WMB | WILLIAMS COS INC | $856,000 | -4.9% | 28,915 | 0.0% | 0.50% | -7.9% | |
| VLO | Buy | VALERO ENERGY CORP | $732,000 | -2.7% | 11,042 | +0.2% | 0.43% | -5.7% |
| IJH | Buy | ISHARES CORE S&P MIDCAP ETFequity - midcap - etf | $706,000 | +254.8% | 4,121 | +241.7% | 0.42% | +243.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $684,000 | +6.5% | 5,490 | -1.5% | 0.40% | +3.1% |
| VB | Sell | VANGUARD SMALL CAP ETFequity - small cap etf | $612,000 | +1.0% | 4,590 | -2.3% | 0.36% | -2.2% |
| BA | BOEING CO | $610,000 | +13.6% | 3,449 | 0.0% | 0.36% | +10.1% | |
| VNQ | Sell | VANGUARD REIT ETFequity - etf | $556,000 | -6.9% | 6,735 | -6.9% | 0.33% | -9.7% |
| XOM | Sell | EXXON MOBIL CORP | $544,000 | -12.3% | 6,630 | -3.5% | 0.32% | -14.9% |
| WM | WASTE MANAGEMENT INC | $525,000 | +2.9% | 7,195 | 0.0% | 0.31% | 0.0% | |
| VO | VANGUARD MID-CAP ETFequity - midcap - etf | $439,000 | +5.8% | 3,150 | 0.0% | 0.26% | +2.4% | |
| VZ | Sell | VERIZON COMMUNICATIONS | $433,000 | -10.0% | 8,874 | -1.5% | 0.26% | -12.7% |
| SBUX | STARBUCKS CORP | $413,000 | +5.1% | 7,080 | 0.0% | 0.24% | +2.1% | |
| VWO | Sell | ETF VANGUARD EMERGING MKTSequity - international - etf | $396,000 | +4.5% | 9,964 | -5.9% | 0.23% | +1.3% |
| MRK | MERCK & CO INC NEW | $369,000 | +7.9% | 5,810 | 0.0% | 0.22% | +4.3% | |
| EFA | ISHARES MSCI EAFE INDEX ETFequity - international - etf | $328,000 | +7.9% | 5,270 | 0.0% | 0.19% | +4.9% | |
| COST | Sell | COSTCO WHSL CORP NEW COM | $309,000 | -1.9% | 1,840 | -6.6% | 0.18% | -4.7% |
| VGK | Sell | VANGUARD FTSE EUROPE ETFequity - international - etf | $296,000 | -2.3% | 5,745 | -9.2% | 0.17% | -5.4% |
| BRKB | BERKSHIRE HATHAWAY CL B | $287,000 | +2.5% | 1,721 | 0.0% | 0.17% | -0.6% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETFequity - midcap - etf | $255,000 | -11.8% | 817 | -14.8% | 0.15% | -14.3% |
| NVO | NOVO NORDISK A S ADRforeign equities | $252,000 | -4.5% | 7,354 | 0.0% | 0.15% | -7.5% | |
| JPM | JPMORGAN CHASE & CO | $235,000 | +1.7% | 2,672 | 0.0% | 0.14% | -1.4% | |
| VPL | VANGUARD PACIFIC ETFequity - international - etf | $225,000 | +9.2% | 3,550 | 0.0% | 0.13% | +5.6% | |
| ESL | ESTERLINE TECHNOLOGIES CORP | $218,000 | -3.5% | 2,529 | 0.0% | 0.13% | -6.6% | |
| AMGN | AMGEN INC | $208,000 | +11.8% | 1,270 | 0.0% | 0.12% | +8.0% | |
| AMZN | Sell | AMAZON COM INC COM | $199,000 | +8.7% | 224 | -8.2% | 0.12% | +5.4% |
| SHW | SHERWIN-WILLIAMS CO | $175,000 | +15.1% | 564 | 0.0% | 0.10% | +12.0% | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $152,000 | +0.7% | 1,907 | 0.0% | 0.09% | -3.3% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $148,000 | +5.7% | 2,494 | 0.0% | 0.09% | +2.4% | |
| IWR | ISHARES TR RUSSELL MIDCAPequity - etf | $144,000 | +4.3% | 770 | 0.0% | 0.08% | +1.2% | |
| LLY | LILLY ELI & CO | $135,000 | +14.4% | 1,602 | 0.0% | 0.08% | +9.7% | |
| SWK | STANLEY BLACK & DECKER INC | $132,000 | +15.8% | 993 | 0.0% | 0.08% | +13.0% | |
| WPX | WPX ENERGY INC. | $129,000 | -7.9% | 9,638 | 0.0% | 0.08% | -10.6% | |
| WY | WEYERHAEUSER CO | $128,000 | +12.3% | 3,781 | 0.0% | 0.08% | +8.7% | |
| BMY | BRISTOL MYERS SQUIBB CO COM | $126,000 | -6.7% | 2,309 | 0.0% | 0.07% | -9.8% | |
| GOOGL | ALPHABET INC CL A | $126,000 | +6.8% | 149 | 0.0% | 0.07% | +2.8% | |
| GOOG | ALPHABET INC CLASS C | $126,000 | +7.7% | 152 | 0.0% | 0.07% | +4.2% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $122,000 | -3.2% | 1,470 | -3.3% | 0.07% | -5.3% |
| RE | EVEREST RE GROUP LTDforeign equities | $117,000 | +8.3% | 500 | 0.0% | 0.07% | +4.5% | |
| BK | BANK OF NEW YORK MELLON CORP | $115,000 | 0.0% | 2,432 | 0.0% | 0.07% | -2.9% | |
| IWM | ISHARES TRUST RUSSELL 2000 INDEX FUNDequity - etf | $114,000 | +2.7% | 826 | 0.0% | 0.07% | 0.0% | |
| KO | COCA COLA CO COM | $111,000 | +2.8% | 2,608 | 0.0% | 0.06% | -1.5% | |
| BIIB | BIOGEN, INC | $109,000 | -3.5% | 400 | 0.0% | 0.06% | -7.2% | |
| PFF | ISHARES S&P PREFERRED STOCK INDEX FUNDequity sector - etf | $109,000 | +4.8% | 2,809 | 0.0% | 0.06% | +1.6% | |
| VEA | ETF VANGUARD DEVELOPED MARK ETSequity - etf | $107,000 | +7.0% | 2,730 | 0.0% | 0.06% | +3.3% | |
| DUK | DUKE ENERGY CORP | $105,000 | +6.1% | 1,280 | 0.0% | 0.06% | +3.3% | |
| Buy | MICROSOFT CORP | $105,000 | +7.1% | 1,587 | +0.6% | 0.06% | +5.1% | |
| GD | GENERAL DYNAMICS CORP COM | $105,000 | +8.2% | 560 | 0.0% | 0.06% | +5.1% | |
| IEI | ISHARES BARCLAYS 3 - 7 YR TREASURY BD ETF | $106,000 | 0.0% | 864 | 0.0% | 0.06% | -3.1% | |
| CL | Sell | COLGATE PALMOLIVE CO COM | $103,000 | +8.4% | 1,402 | -3.6% | 0.06% | +5.2% |
| ADBE | ADOBE SYSTEMS INC | $104,000 | +26.8% | 800 | 0.0% | 0.06% | +22.0% | |
| Buy | WALT DISNEY CO | $99,000 | +8.8% | 877 | +0.7% | 0.06% | +5.5% | |
| KLAC | KLA-TENCOR CORP COM | $95,000 | +20.3% | 1,000 | 0.0% | 0.06% | +16.7% | |
| Buy | CHEVRON CORP | $96,000 | -8.6% | 898 | +1.0% | 0.06% | -12.5% | |
| NKE | Sell | NIKE INC CLASS B | $92,000 | +3.4% | 1,657 | -5.7% | 0.05% | 0.0% |
| GS | GOLDMAN SACHS GROUP INC COM | $92,000 | -4.2% | 400 | 0.0% | 0.05% | -6.9% | |
| CMI | CUMMINS, INC | $91,000 | +11.0% | 600 | 0.0% | 0.05% | +6.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $91,000 | +8.3% | 593 | 0.0% | 0.05% | +3.9% | |
| CELG | CELGENE CORP | $91,000 | +7.1% | 732 | 0.0% | 0.05% | +1.9% | |
| DOW | DOW CHEMICAL CO | $91,000 | +11.0% | 1,426 | 0.0% | 0.05% | +6.0% | |
| Buy | PROCTOR & GAMBLE CO | $89,000 | +7.2% | 989 | +0.7% | 0.05% | +4.0% | |
| Buy | UTILITIES SELECT SECTOR SPDR ETFequity sector - etf | $88,000 | +6.0% | 1,722 | +0.8% | 0.05% | +4.0% | |
| RPM | RPM INTERNATIONAL INC | $88,000 | +2.3% | 1,600 | 0.0% | 0.05% | 0.0% | |
| Buy | PEPSICO INC | $87,000 | +7.4% | 780 | +1.3% | 0.05% | +4.1% | |
| Buy | COMCAST CORP CL A | $85,000 | +10.4% | 2,249 | +100.8% | 0.05% | +6.4% | |
| ACCENTURE PLC | $82,000 | +2.5% | 683 | 0.0% | 0.05% | -2.0% | ||
| Buy | AT&T INC | $81,000 | -1.2% | 1,941 | +1.1% | 0.05% | -4.0% | |
| Buy | WELLS FARGO & CO | $80,000 | +2.6% | 1,432 | +0.6% | 0.05% | 0.0% | |
| PH | PARKER HANNIFIN CORP | $80,000 | +14.3% | 500 | 0.0% | 0.05% | +11.9% | |
| Buy | CHARLES SCHWAB CORP | $80,000 | +3.9% | 1,966 | +0.2% | 0.05% | 0.0% | |
| SPDR S&P BIOTECH ETFequity sector - etf | $80,000 | +15.9% | 1,160 | 0.0% | 0.05% | +11.9% | ||
| WAT | WATERS CORP | $78,000 | +16.4% | 500 | 0.0% | 0.05% | +12.2% | |
| Buy | ORACLE CORP | $79,000 | +16.2% | 1,777 | +0.4% | 0.05% | +12.2% | |
| SLB | Sell | SCHLUMBERGER LTD | $78,000 | -21.2% | 1,005 | -14.4% | 0.05% | -23.3% |
| ESRX | EXPRESS SCRIPTS HOLDING CO | $77,000 | -4.9% | 1,171 | 0.0% | 0.04% | -8.2% | |
| Buy | STRYKER CORP | $76,000 | +10.1% | 576 | +0.3% | 0.04% | +7.1% | |
| DE | DEERE & CO | $76,000 | +5.6% | 700 | 0.0% | 0.04% | +2.3% | |
| PCAR | PACCAR INC | $76,000 | +5.6% | 1,125 | 0.0% | 0.04% | +2.3% | |
| PDCO | PATTERSON COS INC | $77,000 | +10.0% | 1,700 | 0.0% | 0.04% | +7.1% | |
| Buy | PFIZER INC | $74,000 | +5.7% | 2,171 | +0.9% | 0.04% | +4.8% | |
| BAC | BANK OF AMERICA CORP | $74,000 | +7.2% | 3,124 | 0.0% | 0.04% | +4.8% | |
| VV | VANGUARD LARGE CAP ETFequity - etf | $74,000 | +5.7% | 682 | 0.0% | 0.04% | +4.8% | |
| Buy | CISCO SYSTEMS INC | $73,000 | +12.3% | 2,172 | +0.9% | 0.04% | +10.3% | |
| SO | SOUTHERN CO | $71,000 | +1.4% | 1,420 | 0.0% | 0.04% | 0.0% | |
| Buy | DANAHER CORP | $71,000 | +10.9% | 828 | +0.1% | 0.04% | +7.7% | |
| DD | DU PONT (EI) DE NEMOURS | $72,000 | +9.1% | 896 | 0.0% | 0.04% | +5.0% | |
| Buy | BLACKROCK INC | $72,000 | +1.4% | 188 | +0.5% | 0.04% | -2.3% | |
| EL | ESTEE LAUDER CO | $68,000 | +11.5% | 800 | 0.0% | 0.04% | +8.1% | |
| PCLN | PRICELINE GROUP INC. | $68,000 | +21.4% | 38 | 0.0% | 0.04% | +17.6% | |
| SLF | SUN LIFE FINANCIAL INCforeign equities | $68,000 | -4.2% | 1,859 | 0.0% | 0.04% | -7.0% | |
| SDY | New | SPRD S&P DIVIDEND ETFequity - large cap - etf | $67,000 | – | 761 | +100.0% | 0.04% | – |
| Buy | INTEL CORP | $67,000 | +1.5% | 1,845 | +0.7% | 0.04% | -2.5% | |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDRequity sector - etf | $67,000 | -2.9% | 904 | -10.0% | 0.04% | -7.1% |
| MOS | MOSAIC CO/THE | $64,000 | -1.5% | 2,205 | 0.0% | 0.04% | -2.6% | |
| QQQ | Sell | POWERSHARES QQQ TRUST SER ETFequity - large cap - etf | $65,000 | -14.5% | 491 | -23.4% | 0.04% | -17.4% |
| CAKE | THE CHEESECAKE FACTORY INC | $63,000 | +5.0% | 1,000 | 0.0% | 0.04% | +2.8% | |
| SYY | SYSCO CORP COM | $61,000 | -6.2% | 1,175 | 0.0% | 0.04% | -7.7% | |
| Buy | QUALCOMM INC | $61,000 | -11.6% | 1,070 | +0.9% | 0.04% | -14.3% | |
| WFM | WHOLE FOODS MARKET INC | $61,000 | -3.2% | 2,050 | 0.0% | 0.04% | -5.3% | |
| FXI | ISHARES CHINA LARGE-CAP ETFequity - etf | $62,000 | +10.7% | 1,600 | 0.0% | 0.04% | +5.9% | |
| LOW | Sell | LOWES COMPANIES INC | $60,000 | +1.7% | 734 | -12.0% | 0.04% | -2.8% |
| NUE | NUCOR CORP | $60,000 | 0.0% | 1,000 | 0.0% | 0.04% | -2.8% | |
| IWF | ISHARES RUSSELL 1000 GROWTH INDEX ETFequity - etf | $60,000 | +9.1% | 528 | 0.0% | 0.04% | +6.1% | |
| NOVARTIS AG | $60,000 | +1.7% | 807 | 0.0% | 0.04% | -2.8% | ||
| GIS | GENERAL MILLS | $58,000 | -3.3% | 978 | 0.0% | 0.03% | -5.6% | |
| EXPD | EXPEDITORS INTL WASHINGTON | $56,000 | +5.7% | 1,000 | 0.0% | 0.03% | +3.1% | |
| LRCX | LAM RESEARCH CORP | $56,000 | +21.7% | 433 | 0.0% | 0.03% | +17.9% | |
| Buy | VF CORP | $56,000 | +3.7% | 1,016 | +0.7% | 0.03% | 0.0% | |
| DOV | DOVER CORP | $56,000 | +7.7% | 700 | 0.0% | 0.03% | +3.1% | |
| Buy | UNITED PARCEL SERVICE INC CL B | $56,000 | -6.7% | 525 | +0.8% | 0.03% | -8.3% | |
| SCHP | SCHWAB U.S. TIPS ETF | $56,000 | +1.8% | 1,000 | 0.0% | 0.03% | 0.0% | |
| IJT | ISHARES S&P SMALLCAP 600 GROWTH INDEX FUNDequity - etf | $55,000 | +1.9% | 359 | 0.0% | 0.03% | -3.0% | |
| FIS | Sell | FIDELITY NATIONAL INFO SERVICES | $53,000 | 0.0% | 660 | -5.7% | 0.03% | -3.1% |
| AVGO | BROADCOM LTD | $52,000 | +23.8% | 237 | 0.0% | 0.03% | +24.0% | |
| IWN | Sell | ISHARES RUSSELL 2000 VALUE ETFequity - small cap etf | $51,000 | -16.4% | 433 | -14.9% | 0.03% | -18.9% |
| PRU | PRUDENTIAL FINANCIAL INC | $51,000 | +2.0% | 476 | 0.0% | 0.03% | 0.0% | |
| Buy | UNITED TECHNOLOGIES CORP | $51,000 | +2.0% | 455 | +0.7% | 0.03% | 0.0% | |
| Buy | INTERNATIONAL BUSINESS MACHINES | $50,000 | +4.2% | 289 | +0.7% | 0.03% | 0.0% | |
| NSC | NORFOLK SOUTHERN CORPORATION | $50,000 | +4.2% | 445 | 0.0% | 0.03% | 0.0% | |
| WSO | WATSCO INC | $49,000 | -2.0% | 340 | 0.0% | 0.03% | -3.3% | |
| ES | EVERSOURCE ENERGY NPV | $49,000 | +6.5% | 837 | 0.0% | 0.03% | +3.6% | |
| FLOT | ISHARES FLOATING RATE BOND E | $49,000 | 0.0% | 967 | 0.0% | 0.03% | -3.3% | |
| BIV | VANGUARD INTERMEDIATE TERM ETF | $49,000 | 0.0% | 585 | 0.0% | 0.03% | -3.3% | |
| Buy | BAKER HUGHES INC | $49,000 | -7.5% | 814 | +0.2% | 0.03% | -9.4% | |
| GILD | GILEAD SCIENCES INC | $47,000 | -6.0% | 698 | 0.0% | 0.03% | -6.7% | |
| PHM | PULTEGROUP INC | $47,000 | +27.0% | 2,000 | 0.0% | 0.03% | +27.3% | |
| DFS | DISCOVER FINANCIAL SERVICES | $46,000 | -4.2% | 668 | 0.0% | 0.03% | -6.9% | |
| CNA | CNA FINANCIAL CORP | $44,000 | +4.8% | 1,000 | 0.0% | 0.03% | +4.0% | |
| ED | CONSOLIDATED EDISON INC. | $44,000 | +4.8% | 566 | 0.0% | 0.03% | +4.0% | |
| NEE | NEXTERA ENERGY INC | $45,000 | +7.1% | 352 | 0.0% | 0.03% | +4.0% | |
| YUM | YUM! BRANDS INC | $44,000 | +2.3% | 683 | 0.0% | 0.03% | 0.0% | |
| Buy | AIR PRODUCTS & CHEMICALS INC | $45,000 | -4.3% | 331 | +0.6% | 0.03% | -10.3% | |
| RYN | RAYONIER INC | $43,000 | +7.5% | 1,500 | 0.0% | 0.02% | +4.2% | |
| FDX | FEDEX CORP COM | $42,000 | +5.0% | 215 | 0.0% | 0.02% | +4.2% | |
| TWX | TIME WARNER INC NEW | $43,000 | 0.0% | 443 | 0.0% | 0.02% | -3.8% | |
| IWO | ISHARES RUSSELL 2000 GROWTHequity - small cap etf | $43,000 | +4.9% | 265 | 0.0% | 0.02% | 0.0% | |
| IEV | ISHARES EUROPE ETFequity - etf | $42,000 | +7.7% | 1,000 | 0.0% | 0.02% | +4.2% | |
| MMC | MARSH & MCLENNAN COS INC COM | $42,000 | +10.5% | 563 | 0.0% | 0.02% | +8.7% | |
| STT | STATE STREET CORP | $40,000 | +2.6% | 500 | 0.0% | 0.02% | 0.0% | |
| IONS | IONIS PHARMACEUTICALS INC | $40,000 | -16.7% | 1,000 | 0.0% | 0.02% | -17.2% | |
| NOV | NATIONAL OILWELL VARCO INC | $40,000 | +8.1% | 1,000 | 0.0% | 0.02% | +9.1% | |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | $40,000 | +2.6% | 1,707 | 0.0% | 0.02% | 0.0% | |
| ENB | New | ENBRIDGE INC. | $41,000 | – | 984 | +100.0% | 0.02% | – |
| EOG | EOG RESOURCES INC | $40,000 | -2.4% | 405 | 0.0% | 0.02% | -4.0% | |
| TTEK | TETRA TECH, INC | $41,000 | -4.7% | 1,000 | 0.0% | 0.02% | -7.7% | |
| AGN | ALLERGAN PLC NPV | $41,000 | +13.9% | 170 | 0.0% | 0.02% | +9.1% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFequity - etf | $39,000 | +5.4% | 439 | 0.0% | 0.02% | +4.5% | |
| IWP | I-SHARES RUSSELL MID-CAP GROWTH ETFequity - midcap - etf | $39,000 | +5.4% | 375 | 0.0% | 0.02% | +4.5% | |
| COP | CONOCOPHILLIPS COM | $39,000 | -2.5% | 791 | 0.0% | 0.02% | -4.2% | |
| Buy | GENERAL ELECTRIC CO | $37,000 | -5.1% | 1,237 | +0.7% | 0.02% | -8.3% | |
| PLD | PROLOGIS INC. | $37,000 | -2.6% | 712 | 0.0% | 0.02% | -4.3% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC. | $38,000 | +26.7% | 757 | -9.6% | 0.02% | +22.2% |
| PRFZ | ETF POWERSHARESequity - etf | $37,000 | +2.8% | 315 | 0.0% | 0.02% | 0.0% | |
| WPZ | WILLIAMS PARTNER LP NEW | $35,000 | +6.1% | 866 | 0.0% | 0.02% | +5.0% | |
| IFN | INDIA FUND INCforeign equity mutual fund | $36,000 | +20.0% | 1,425 | 0.0% | 0.02% | +16.7% | |
| PRF | POWERSHARES ETF FTSE RAFI US1000 PORTFOLIOequity - etf | $34,000 | +3.0% | 330 | 0.0% | 0.02% | 0.0% | |
| BND | VANGUARD TOTAL BOND MARKET ETF | $34,000 | 0.0% | 421 | 0.0% | 0.02% | -4.8% | |
| MAR | MARRIOTT INTERNATIONAL INC CLASS A NEW | $34,000 | +13.3% | 362 | 0.0% | 0.02% | +11.1% | |
| CAG | CONAGRA BRANDS INC | $32,000 | 0.0% | 800 | 0.0% | 0.02% | 0.0% | |
| RSG | REPUBLIC SERVICES INC | $32,000 | +10.3% | 505 | 0.0% | 0.02% | +5.6% | |
| FTV | Sell | FORTIVE CORP | $32,000 | -36.0% | 527 | -43.0% | 0.02% | -36.7% |
| WEC | WEC ENERGY GROUP INC. | $31,000 | +3.3% | 504 | 0.0% | 0.02% | 0.0% | |
| CLX | CLOROX CO | $31,000 | +10.7% | 232 | 0.0% | 0.02% | +5.9% | |
| CERN | Sell | CERNER CORPORATION | $30,000 | +7.1% | 514 | -12.0% | 0.02% | +5.9% |
| CPB | CAMPBELL SOUP CO COM | $29,000 | -3.3% | 500 | 0.0% | 0.02% | -5.6% | |
| MO | ALTRIA GROUP INC | $29,000 | +3.6% | 410 | 0.0% | 0.02% | 0.0% | |
| ITOT | Sell | ISHARES CORE S&P TOTALequity - etf | $29,000 | -9.4% | 540 | -13.6% | 0.02% | -10.5% |
| ALK | ALASKA AIR GROUP INC COM | $28,000 | +3.7% | 300 | 0.0% | 0.02% | 0.0% | |
| GLNG | GOLAR LNG LTDforeign equities | $28,000 | +21.7% | 1,000 | 0.0% | 0.02% | +14.3% | |
| IJR | Buy | ISHARES S&P SMALLCAP 600 INDEX FUNDequity - etf | $28,000 | +211.1% | 406 | +488.4% | 0.02% | +220.0% |
| PCH | POTLATCH CORPORATION | $28,000 | +12.0% | 605 | 0.0% | 0.02% | +6.7% | |
| PXD | PIONEER NATURAL RESOURCES | $28,000 | +3.7% | 150 | 0.0% | 0.02% | 0.0% | |
| BBBY | BED BATH & BEYOND INC | $28,000 | 0.0% | 700 | 0.0% | 0.02% | -5.9% | |
| APC | ANADARKO PETE CORP COM | $25,000 | -10.7% | 400 | 0.0% | 0.02% | -11.8% | |
| BKLN | POWERSHARES SENIOR LOAN | $25,000 | -3.8% | 1,093 | 0.0% | 0.02% | -6.2% | |
| EXPE | EXPEDIA INC | $26,000 | +8.3% | 209 | 0.0% | 0.02% | 0.0% | |
| CRM | SALESFORCE.COM INC | $26,000 | +18.2% | 319 | 0.0% | 0.02% | +15.4% | |
| BYM | Buy | BLACKROCK MUNICPAL INCOME QUALITY TRUSTclosed end fund - tax exempt | $25,000 | +25.0% | 1,825 | +24.9% | 0.02% | +25.0% |
| VUG | VANGUARD GROWTH ETFequity - etf | $26,000 | +8.3% | 214 | 0.0% | 0.02% | 0.0% | |
| AWK | AMERICAN WATER WORKS CO INC | $23,000 | +9.5% | 294 | 0.0% | 0.01% | +7.7% | |
| KMI | KINDER MORGAN INC | $24,000 | +4.3% | 1,096 | 0.0% | 0.01% | 0.0% | |
| TGT | TARGET CORP COM | $23,000 | -23.3% | 415 | 0.0% | 0.01% | -22.2% | |
| EPP | ISHARES MCSI PACIFIC EX-JAPANequity - etf | $22,000 | +10.0% | 496 | 0.0% | 0.01% | +8.3% | |
| OXY | OCCIDENTAL PETROLEUM CORP | $22,000 | -8.3% | 340 | 0.0% | 0.01% | -13.3% | |
| VSS | ETF VANGUARD FTSE USequity - etf | $22,000 | +10.0% | 210 | 0.0% | 0.01% | +8.3% | |
| IWD | ISHARES RUSSELL 1000 VALUE INDEX FUNDequity - etf | $20,000 | 0.0% | 177 | 0.0% | 0.01% | 0.0% | |
| WB | WEIBO CORP-SPON ADRforeign equities | $21,000 | +31.2% | 400 | 0.0% | 0.01% | +20.0% | |
| NXPI | NXP SEMICONDUCTORS NVforeign equities | $21,000 | +5.0% | 200 | 0.0% | 0.01% | 0.0% | |
| YUMC | YUM CHINA HOLDINGS INC | $19,000 | +5.6% | 683 | 0.0% | 0.01% | 0.0% | |
| SPSB | SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF | $19,000 | 0.0% | 619 | 0.0% | 0.01% | -8.3% | |
| IEF | ISHARES 7-10 YR TREAS BOND | $19,000 | 0.0% | 177 | 0.0% | 0.01% | -8.3% | |
| JCI | Sell | JOHNSON CONTROLS INTERNATIONAL | $19,000 | -17.4% | 452 | -18.1% | 0.01% | -21.4% |
| TRN | TRINITY INDUSTRIES INC | $19,000 | 0.0% | 700 | 0.0% | 0.01% | -8.3% | |
| VNQI | VANGUARD GLOBAL EX US REAL ESTATE ETFequity - etf | $17,000 | +6.2% | 328 | 0.0% | 0.01% | 0.0% | |
| CHL | CHINA MOBILE LTD-SPN ADRforeign equities | $17,000 | +6.2% | 300 | 0.0% | 0.01% | 0.0% | |
| TWTR | TWITTER INC | $16,000 | -5.9% | 1,041 | 0.0% | 0.01% | -10.0% | |
| VOE | New | VANGUARD MID CAP VALUE ETFequity - midcap - etf | $16,000 | – | 153 | +100.0% | 0.01% | – |
| PM | PHILIP MORRIS INTERNATIONAL | $15,000 | +25.0% | 131 | 0.0% | 0.01% | +28.6% | |
| EWJ | ISHARES MSCI JAPAN ETFequity - etf | $13,000 | +8.3% | 244 | 0.0% | 0.01% | +14.3% | |
| TSCO | TRACTOR SUPPLY CO | $14,000 | -6.7% | 200 | 0.0% | 0.01% | -11.1% | |
| BP | BP PLC SPONSORED ADRforeign equities | $13,000 | -7.1% | 378 | 0.0% | 0.01% | 0.0% | |
| DEO | Sell | DIAGEO PLC-SPON ADRforeign equities | $14,000 | -30.0% | 120 | -36.8% | 0.01% | -33.3% |
| NBR | NABORS INDUSTRIES LTDforeign equities | $13,000 | -18.8% | 1,000 | 0.0% | 0.01% | -20.0% | |
| BUD | ANHEUSER-BUSCH ADRforeign equities | $14,000 | +7.7% | 125 | 0.0% | 0.01% | 0.0% | |
| Z | ZILLOW INC CLASS C (NON-VOTING) | $12,000 | -7.7% | 350 | 0.0% | 0.01% | -12.5% | |
| NI | NISOURCE INC | $12,000 | 0.0% | 521 | 0.0% | 0.01% | 0.0% | |
| LW | LAMB WESTON HOLDINGS INC | $11,000 | +10.0% | 266 | 0.0% | 0.01% | 0.0% | |
| EMB | ISHARES JPMORGAN EM MKT BOND | $11,000 | +10.0% | 93 | 0.0% | 0.01% | 0.0% | |
| VOT | New | VANGUARD MID CAP GROWTH ETFequity - midcap - etf | $10,000 | – | 87 | +100.0% | 0.01% | – |
| BABA | ALIBABA GROUP HOLDING-SP ADRforeign equities | $11,000 | +22.2% | 100 | 0.0% | 0.01% | +20.0% | |
| BIVV | New | BIOVERATIV INC COM | $11,000 | – | 200 | +100.0% | 0.01% | – |
| ARCC | ARES CAPITAL CORP | $11,000 | 0.0% | 647 | 0.0% | 0.01% | -14.3% | |
| PI | New | IMPINJ INC COM | $11,000 | – | 355 | +100.0% | 0.01% | – |
| TIP | ISHARES TIPS BOND ETF | $11,000 | 0.0% | 100 | 0.0% | 0.01% | -14.3% | |
| KEY | KEYCORP | $10,000 | 0.0% | 544 | 0.0% | 0.01% | 0.0% | |
| ABT | Sell | ABBOTT LABS | $8,000 | -20.0% | 188 | -29.9% | 0.01% | -16.7% |
| PSX | PHILLIPS 66 | $8,000 | -11.1% | 100 | 0.0% | 0.01% | 0.0% | |
| IJJ | ISHARES S&P MIDCAP 400/BARRA VALUE INDEX FUNDequity - midcap - etf | $9,000 | 0.0% | 63 | 0.0% | 0.01% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP | $9,000 | +12.5% | 71 | 0.0% | 0.01% | 0.0% | |
| AMAT | APPLIED MATERIALS INC | $8,000 | +33.3% | 200 | 0.0% | 0.01% | +25.0% | |
| RTN | Sell | RAYTHEON CO | $6,000 | -71.4% | 37 | -74.8% | 0.00% | -69.2% |
| WMT | WAL-MART STORES INC | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| BDX | Sell | BECTON DICKINSON & CO | $6,000 | -72.7% | 31 | -76.9% | 0.00% | -69.2% |
| ZG | ZILLOW GROUP INC | $6,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
| TAN | GUGGENHEIM SOLAR ETFequity sector - etf | $6,000 | 0.0% | 339 | 0.0% | 0.00% | 0.0% | |
| NVG | NUVEEN AMT FREE MUNICIPAL CREDIT INCOME FUNDclosed end fund - tax exempt | $7,000 | 0.0% | 499 | 0.0% | 0.00% | 0.0% | |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC | $6,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| LVS | LAS VEGAS SANDS CORP | $6,000 | +20.0% | 100 | 0.0% | 0.00% | +33.3% | |
| SGEN | SEATTLE GENETICS, INC | $6,000 | +20.0% | 100 | 0.0% | 0.00% | +33.3% | |
| QLTA | ISHARES AAA - A RATED CORP | $7,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC-SP ADRforeign equities | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| RUN | SUNRUN INC | $5,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NUAN | NUANCE COMMUNICATIONS INC | $5,000 | +25.0% | 300 | 0.0% | 0.00% | +50.0% | |
| CC | CHEMOURS COMPANY | $4,000 | +100.0% | 108 | 0.0% | 0.00% | +100.0% | |
| DLBS | IPATH US TREASURY LONG BOND BEAR | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| RRD | RR DONNELLEY & SONS CO | $4,000 | -20.0% | 333 | 0.0% | 0.00% | -33.3% | |
| CODI | COMPASS DIVERSIFIED HOLDINGS | $4,000 | 0.0% | 241 | 0.0% | 0.00% | 0.0% | |
| XLK | TECHNOLOGY SELECT SECT SPDRequity - etf | $4,000 | +33.3% | 68 | 0.0% | 0.00% | 0.0% | |
| SJNK | SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF | $4,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| TDS | TELEPHONE & DATA SYSTEMS NEW | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SRCL | STERICYCLE INC | $3,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| LKSDQ | LSC COMMUNICATIONS, INC. | $3,000 | -25.0% | 125 | 0.0% | 0.00% | 0.0% | |
| ALE | ALLETE INC | $3,000 | +50.0% | 38 | 0.0% | 0.00% | +100.0% | |
| F | FORD MOTOR CO | $2,000 | 0.0% | 171 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD CORPORATION | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| UNIT | New | UNITI GROUP INC. | $1,000 | – | 24 | +100.0% | 0.00% | – |
| UA | UNDER ARMOUR INC-CLASS C | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| UAA | UNDER ARMOUR INC-CLASS A | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| GOLD | RANDGOLD RESOURCES LTD-ADRforeign equities | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT MINING CORP | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| RJA | ELEMENTS ROGERS AGRI TOT RET 0.00 DUE 10/24/22preferred stock | $1,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE JAPAN HEDGED EQequity - etf | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| ORC | New | ORCHID ISLAND CAPITAL INC | $2,000 | – | 200 | +100.0% | 0.00% | – |
| PAAS | PAN AMERICAN SILVER CORPforeign equities | $1,000 | – | 30 | 0.0% | 0.00% | – | |
| DFIN | DONNELLEY FINANCIAL SOLUTIONS, INC. | $2,000 | -33.3% | 125 | 0.0% | 0.00% | -50.0% | |
| SNY | SANOFI SPONSORED ADRforeign equities | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| EIGR | New | EIGER BIOPHARMACEITICALS INC | $2,000 | – | 178 | +100.0% | 0.00% | – |
| TBT | PROSHARES ULTRASHORT 20 YR TR | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| O | REALTY INCOME CORPORATION | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| WIN | WINDSTREAM HOLDINGS INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| CSAL | Exit | COMMUNICATIONS SALES & LEASING INC. | $0 | – | -24 | -100.0% | -0.00% | – |
| FTR | Exit | FRONTIER COMMUNICATIONS CORP | $0 | – | -441 | -100.0% | -0.00% | – |
| ADNT | Exit | ADIENT PLC ORD SHS | $0 | – | -20 | -100.0% | -0.00% | – |
| EMR | Exit | EMERSON ELECTRIC CO | $0 | – | -51 | -100.0% | -0.00% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -40 | -100.0% | -0.00% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -23 | -100.0% | -0.00% | – |
| CMG | Exit | CHIPOTLE MEXICAN GILL, INC. | $0 | – | -15 | -100.0% | -0.00% | – |
| APA | Exit | APACHE CORP | $0 | – | -144 | -100.0% | -0.01% | – |
| COF | Exit | CAPITAL ONE FINANCIAL CORP | $0 | – | -120 | -100.0% | -0.01% | – |
| DG | Exit | DOLLAR GENERAL CORPORATION | $0 | – | -271 | -100.0% | -0.01% | – |
| IEFA | Exit | ISHARES CORE MSCI ETFequity - etf | $0 | – | -455 | -100.0% | -0.02% | – |
| STZ | Exit | CONSTELLATION BRANDS INC | $0 | – | -190 | -100.0% | -0.02% | – |
| SE | Exit | SPECTRA ENERGY CORP | $0 | – | -1,000 | -100.0% | -0.02% | – |
| DJP | Exit | IPATH BLOOMBERG COMMODITY INDEX TR ETNother - etf | $0 | – | -61,793 | -100.0% | -0.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 40 | Q3 2023 | 7.0% |
| ISHARES S&P MIDCAP 400/GRWTH | 40 | Q3 2023 | 5.6% |
| APPLE, INC. | 40 | Q3 2023 | 6.0% |
| VANGUARD MID-CAP ETF | 40 | Q3 2023 | 7.6% |
| DANAHER CORPORATION | 40 | Q3 2023 | 2.4% |
| PROCTER & GAMBLE CO COM | 40 | Q3 2023 | 2.1% |
| UNITEDHEALTH GROUP INC | 40 | Q3 2023 | 2.7% |
| PEPSICO INC | 40 | Q3 2023 | 2.2% |
| WALT DISNEY CO | 40 | Q3 2023 | 2.4% |
| CISCO SYSTEMS INC | 40 | Q3 2023 | 2.0% |
View Perkins Coie Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-13 |
View Perkins Coie Trust Co'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.