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Palisades Hudson Asset Management’s iShares S&P 100 ETF OEF Stock Holding History

Palisades Hudson Asset Management’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,995
Closed -$252K – 111
2017
Q2 		$252K Buy
+2,995
New +$318K 0.15% 95

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SCM
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
BAM
Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Palisades Hudson Asset Management's OEF Position: Q3 2017 in Review

Palisades Hudson Asset Management sold out of iShares S&P 100 ETF (OEF) in Q3 2017, closing a stake of 2,995 shares — an estimated $252K sold.

Palisades Hudson Asset Management first reported a position in OEF in Q2 2017 and held it in 1 quarter. The position peaked at $252K in Q2 2017. 267 funds tracked by Wall St. Rank hold OEF as of Q3 2017.

  • Palisades Hudson Asset Management reported no remaining iShares S&P 100 ETF position as of Q3 2017 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 2,995 iShares S&P 100 ETF shares in Q3 2017, an estimated $252K.
  • Palisades Hudson Asset Management first reported a position in iShares S&P 100 ETF in Q2 2017 and held it in 1 quarter.
  • Palisades Hudson Asset Management's iShares S&P 100 ETF position peaked at $252K in Q2 2017.
  • 267 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2017.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2017, filed 6 Nov 2017.