Dorsey & Whitney Trust as of June 30, 2014
Portfolio Holdings for Dorsey & Whitney Trust
Dorsey & Whitney Trust holds 259 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3M Company (MMM) | 20.7 | $95M | 663k | 143.24 | |
Medtronic | 3.3 | $15M | 236k | 64.00 | |
Johnson & Johnson (JNJ) | 2.3 | $11M | 103k | 104.62 | |
General Electric Company | 1.8 | $8.4M | 318k | 26.31 | |
Valspar Corporation | 1.8 | $8.4M | 110k | 76.19 | |
U.S. Bancorp (USB) | 1.8 | $8.3M | 192k | 43.32 | |
Emerson Electric (EMR) | 1.8 | $8.3M | 125k | 66.36 | |
Honeywell International (HON) | 1.7 | $7.7M | 83k | 92.95 | |
Schlumberger (SLB) | 1.7 | $7.7M | 65k | 118.18 | |
General Mills (GIS) | 1.6 | $7.6M | 145k | 52.54 | |
Target Corporation (TGT) | 1.6 | $7.5M | 128k | 58.33 | |
Wells Fargo & Company (WFC) | 1.6 | $7.2M | 140k | 51.28 | |
Ecolab (ECL) | 1.6 | $7.1M | 64k | 111.33 | |
Gra (GGG) | 1.4 | $6.7M | 85k | 78.08 | |
Exxon Mobil Corporation (XOM) | 1.4 | $6.6M | 65k | 100.68 | |
United Parcel Service (UPS) | 1.4 | $6.6M | 64k | 102.67 | |
Walt Disney Company (DIS) | 1.3 | $5.9M | 69k | 85.00 | |
Pentair | 1.3 | $5.9M | 82k | 72.12 | |
Fiserv (FI) | 1.2 | $5.7M | 95k | 60.32 | |
Home Depot (HD) | 1.2 | $5.7M | 71k | 80.97 | |
Baxter International (BAX) | 1.2 | $5.7M | 79k | 72.35 | |
Bemis Company | 1.2 | $5.6M | 139k | 40.66 | |
Hormel Foods Corporation (HRL) | 1.2 | $5.5M | 112k | 49.35 | |
Donaldson Company (DCI) | 1.2 | $5.4M | 127k | 42.32 | |
Principal Financial (PFG) | 1.1 | $5.0M | 99k | 50.48 | |
Microsoft Corporation (MSFT) | 1.0 | $4.7M | 113k | 41.70 | |
Fastenal Company (FAST) | 1.0 | $4.6M | 93k | 49.49 | |
Procter & Gamble Company (PG) | 1.0 | $4.5M | 57k | 78.29 | |
Intel Corporation (INTC) | 1.0 | $4.4M | 143k | 30.90 | |
Zimmer Holdings (ZBH) | 0.9 | $4.2M | 40k | 103.86 | |
Techne Corporation | 0.8 | $3.9M | 42k | 92.58 | |
Chevron Corporation (CVX) | 0.8 | $3.7M | 29k | 130.56 | |
International Business Machines (IBM) | 0.8 | $3.7M | 20k | 181.24 | |
Patterson Companies (PDCO) | 0.8 | $3.5M | 87k | 39.51 | |
St. Jude Medical | 0.8 | $3.4M | 50k | 69.25 | |
Pfizer (PFE) | 0.7 | $3.3M | 113k | 29.68 | |
Verizon Communications (VZ) | 0.7 | $3.3M | 67k | 50.00 | |
Western Union Company (WU) | 0.7 | $3.2M | 183k | 17.34 | |
C.H. Robinson Worldwide (CHRW) | 0.7 | $3.1M | 48k | 63.80 | |
ConocoPhillips (COP) | 0.6 | $2.9M | 34k | 85.73 | |
iShares MSCI EAFE Index Fund (EFA) | 0.6 | $2.7M | 40k | 68.38 | |
iShares S&P 500 Index (IVV) | 0.6 | $2.7M | 14k | 196.99 | |
Magellan Midstream Partners | 0.6 | $2.7M | 33k | 84.05 | |
BP (BP) | 0.6 | $2.6M | 49k | 52.75 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.6 | $2.6M | 50k | 52.45 | |
Corning Incorporated (GLW) | 0.6 | $2.6M | 116k | 21.95 | |
Kimberly-Clark Corporation (KMB) | 0.6 | $2.6M | 23k | 111.22 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $2.4M | 41k | 57.89 | |
TCF Financial Corporation | 0.5 | $2.4M | 144k | 16.37 | |
Apple (AAPL) | 0.5 | $2.3M | 24k | 93.02 | |
Badger Meter (BMI) | 0.5 | $2.1M | 41k | 52.64 | |
Merck & Co | 0.4 | $2.0M | 35k | 57.86 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $1.9M | 9.6k | 195.39 | |
Bristol Myers Squibb (BMY) | 0.4 | $1.8M | 37k | 48.50 | |
Enterprise Products Partners (EPD) | 0.4 | $1.8M | 22k | 78.32 | |
Associated Banc- (ASB) | 0.4 | $1.7M | 94k | 18.08 | |
Vanguard Total Stock Market ETF (VTI) | 0.4 | $1.7M | 16k | 101.88 | |
Xcel Energy (XEL) | 0.3 | $1.6M | 50k | 32.22 | |
Toro Company (TTC) | 0.3 | $1.6M | 25k | 63.59 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $1.6M | 37k | 43.11 | |
MDU Resources (MDU) | 0.3 | $1.4M | 41k | 35.11 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.4M | 33k | 42.58 | |
Eli Lilly & Co. (LLY) | 0.3 | $1.4M | 22k | 62.18 | |
Vanguard High Dividend Yield ETF (VYM) | 0.3 | $1.4M | 21k | 66.32 | |
Berkshire Hathaway (BRK.B) | 0.3 | $1.3M | 11k | 126.38 | |
Qualcomm (QCOM) | 0.3 | $1.3M | 17k | 79.17 | |
Abbvie (ABBV) | 0.3 | $1.3M | 23k | 56.46 | |
Abbott Laboratories (ABT) | 0.3 | $1.3M | 31k | 40.91 | |
0.3 | $1.2M | 2.1k | 580.95 | ||
iShares S&P 100 Index (OEF) | 0.3 | $1.2M | 14k | 86.56 | |
Boeing Company (BA) | 0.2 | $1.1M | 9.0k | 127.18 | |
MTS Systems Corporation | 0.2 | $1.1M | 16k | 67.78 | |
Oracle Corporation (ORCL) | 0.2 | $1.0M | 25k | 40.38 | |
McDonald's Corporation (MCD) | 0.2 | $971k | 9.7k | 100.00 | |
At&t (T) | 0.2 | $943k | 27k | 35.20 | |
E.I. du Pont de Nemours & Company | 0.2 | $902k | 14k | 65.40 | |
Diageo (DEO) | 0.2 | $934k | 7.3k | 127.48 | |
Pepsi (PEP) | 0.2 | $918k | 10k | 89.29 | |
Ishares Inc em mkt min vol (EEMV) | 0.2 | $932k | 16k | 60.02 | |
Novartis (NVS) | 0.2 | $867k | 9.6k | 90.72 | |
Cinemark Holdings (CNK) | 0.2 | $874k | 24k | 36.07 | |
Crown Holdings (CCK) | 0.2 | $826k | 17k | 49.79 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $829k | 10k | 83.33 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $807k | 3.1k | 260.49 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 0.2 | $829k | 19k | 43.26 | |
Air Lease Corp (AL) | 0.2 | $829k | 22k | 38.59 | |
Directv | 0.2 | $820k | 9.7k | 84.17 | |
American Express Company (AXP) | 0.2 | $798k | 8.4k | 94.80 | |
Teleflex Incorporated (TFX) | 0.2 | $772k | 7.3k | 105.61 | |
Valeant Pharmaceuticals Int | 0.2 | $791k | 6.3k | 126.16 | |
Comcast Corporation (CMCSA) | 0.2 | $756k | 14k | 53.65 | |
Coca-Cola Company (KO) | 0.2 | $754k | 18k | 42.00 | |
Unilever | 0.2 | $755k | 17k | 43.48 | |
H.B. Fuller Company (FUL) | 0.2 | $745k | 16k | 48.10 | |
American Water Works (AWK) | 0.2 | $735k | 15k | 49.46 | |
Rydex S&P Equal Weight ETF | 0.2 | $750k | 9.8k | 76.73 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.2 | $727k | 13k | 54.27 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $706k | 16k | 43.20 | |
CVS Caremark Corporation (CVS) | 0.1 | $711k | 9.5k | 74.67 | |
Owens-Illinois | 0.1 | $706k | 20k | 34.65 | |
Cray | 0.1 | $692k | 26k | 26.61 | |
Charter Communications | 0.1 | $693k | 4.4k | 158.47 | |
Spdr S&p Emerging Mkts Dividen inx (EDIV) | 0.1 | $703k | 18k | 40.10 | |
Via | 0.1 | $628k | 7.2k | 86.79 | |
Amgen (AMGN) | 0.1 | $640k | 5.4k | 118.48 | |
Alleghany Corporation | 0.1 | $654k | 1.5k | 438.34 | |
Healthsouth | 0.1 | $642k | 18k | 35.87 | |
Wal-Mart Stores (WMT) | 0.1 | $603k | 8.0k | 75.56 | |
Philip Morris International (PM) | 0.1 | $609k | 7.2k | 84.44 | |
United Technologies Corporation | 0.1 | $617k | 5.4k | 115.38 | |
G&K Services | 0.1 | $594k | 11k | 52.04 | |
Actavis | 0.1 | $592k | 2.7k | 223.23 | |
BlackRock (BLK) | 0.1 | $530k | 1.7k | 319.92 | |
Williams Companies (WMB) | 0.1 | $561k | 9.6k | 58.18 | |
Prudential Financial (PRU) | 0.1 | $547k | 6.2k | 88.77 | |
Questar Corporation | 0.1 | $538k | 22k | 24.24 | |
Allete (ALE) | 0.1 | $542k | 11k | 51.39 | |
SPDR DJ International Real Estate ETF (RWX) | 0.1 | $569k | 13k | 44.28 | |
iShares S&P Global 100 Index (IOO) | 0.1 | $555k | 7.1k | 78.72 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $505k | 24k | 21.37 | |
Digital Realty Trust (DLR) | 0.1 | $524k | 9.0k | 58.33 | |
Union Pacific Corporation (UNP) | 0.1 | $520k | 5.2k | 99.70 | |
Liberty Media | 0.1 | $491k | 17k | 29.07 | |
Walgreen Company | 0.1 | $492k | 6.6k | 74.22 | |
Visa (V) | 0.1 | $524k | 2.5k | 210.43 | |
Paccar (PCAR) | 0.1 | $527k | 8.4k | 62.90 | |
Atmel Corporation | 0.1 | $484k | 52k | 9.37 | |
iShares Russell 2000 Index (IWM) | 0.1 | $521k | 4.4k | 118.92 | |
Atlas Pipeline Partners | 0.1 | $500k | 15k | 34.42 | |
Energy Transfer Equity (ET) | 0.1 | $492k | 8.4k | 58.86 | |
Triumph (TGI) | 0.1 | $491k | 7.0k | 69.84 | |
NVE Corporation (NVEC) | 0.1 | $495k | 8.9k | 55.62 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $500k | 6.5k | 76.92 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $507k | 6.5k | 78.00 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.1 | $526k | 9.0k | 58.44 | |
PHH Corporation | 0.1 | $447k | 19k | 22.99 | |
Monsanto Company | 0.1 | $456k | 3.6k | 125.18 | |
Dow Chemical Company | 0.1 | $474k | 9.3k | 51.11 | |
UnitedHealth (UNH) | 0.1 | $444k | 5.4k | 82.06 | |
Starbucks Corporation (SBUX) | 0.1 | $442k | 5.6k | 79.25 | |
Newcastle Investment | 0.1 | $448k | 94k | 4.79 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $477k | 4.1k | 117.02 | |
Motorola Solutions (MSI) | 0.1 | $480k | 7.2k | 66.57 | |
WisdomTree Japan Total Dividend (DXJ) | 0.1 | $464k | 9.4k | 49.36 | |
Phillips 66 (PSX) | 0.1 | $473k | 5.9k | 80.79 | |
Kraft Foods | 0.1 | $444k | 7.4k | 60.22 | |
Google Inc cl c | 0.1 | $440k | 765.00 | 575.16 | |
MasterCard Incorporated (MA) | 0.1 | $422k | 5.7k | 73.53 | |
Blackstone | 0.1 | $403k | 12k | 33.48 | |
Caterpillar (CAT) | 0.1 | $407k | 3.7k | 108.64 | |
Colgate-Palmolive Company (CL) | 0.1 | $408k | 6.0k | 68.24 | |
Praxair | 0.1 | $407k | 3.1k | 132.91 | |
Vanguard REIT ETF (VNQ) | 0.1 | $422k | 5.7k | 74.75 | |
Facebook Inc cl a (META) | 0.1 | $412k | 6.0k | 68.29 | |
Goldman Sachs Mlp Inc Opp | 0.1 | $398k | 19k | 20.80 | |
Cisco Systems (CSCO) | 0.1 | $369k | 16k | 23.53 | |
Snap-on Incorporated (SNA) | 0.1 | $359k | 3.0k | 118.42 | |
Sanofi-Aventis SA (SNY) | 0.1 | $348k | 9.0k | 38.46 | |
Biogen Idec (BIIB) | 0.1 | $349k | 1.1k | 316.06 | |
Danaher Corporation (DHR) | 0.1 | $356k | 4.5k | 78.93 | |
Gilead Sciences (GILD) | 0.1 | $380k | 4.7k | 80.85 | |
Shire | 0.1 | $354k | 1.5k | 235.74 | |
Corrections Corporation of America | 0.1 | $345k | 3.0k | 115.22 | |
Hawkins (HWKN) | 0.1 | $371k | 10k | 37.10 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.1 | $361k | 43k | 8.48 | |
Clearbridge Energy Mlp Opp F | 0.1 | $385k | 15k | 25.39 | |
Mondelez Int (MDLZ) | 0.1 | $372k | 9.9k | 37.72 | |
New Residential Invt | 0.1 | $387k | 62k | 6.30 | |
Time Warner | 0.1 | $341k | 4.9k | 70.02 | |
Norfolk Southern (NSC) | 0.1 | $310k | 3.0k | 102.89 | |
Nextera Energy (NEE) | 0.1 | $320k | 3.1k | 102.33 | |
Deluxe Corporation (DLX) | 0.1 | $320k | 5.5k | 58.50 | |
Hershey Company (HSY) | 0.1 | $302k | 3.1k | 97.50 | |
priceline.com Incorporated | 0.1 | $336k | 280.00 | 1200.00 | |
Plains All American Pipeline (PAA) | 0.1 | $334k | 5.6k | 59.99 | |
BT | 0.1 | $303k | 4.6k | 65.52 | |
Oneok (OKE) | 0.1 | $314k | 4.6k | 68.20 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $301k | 2.7k | 112.11 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $301k | 7.5k | 39.86 | |
WisdomTree Europe SmallCap Div (DFE) | 0.1 | $341k | 5.6k | 60.46 | |
Aon | 0.1 | $323k | 3.6k | 90.00 | |
Nrg Yield | 0.1 | $307k | 5.9k | 52.08 | |
Vodafone Group New Adr F (VOD) | 0.1 | $325k | 9.8k | 33.33 | |
Waste Management (WM) | 0.1 | $292k | 6.5k | 44.67 | |
Valero Energy Corporation (VLO) | 0.1 | $291k | 6.1k | 47.62 | |
Allergan | 0.1 | $292k | 1.7k | 172.73 | |
Weyerhaeuser Company (WY) | 0.1 | $282k | 8.5k | 33.12 | |
Kinder Morgan Energy Partners | 0.1 | $255k | 3.1k | 82.14 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $258k | 3.5k | 73.67 | |
Materials SPDR (XLB) | 0.1 | $285k | 5.8k | 49.57 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $272k | 1.9k | 143.16 | |
KKR & Co | 0.1 | $268k | 11k | 24.30 | |
Clearbridge Energy M | 0.1 | $290k | 9.7k | 29.82 | |
SPDR Barclays Capital High Yield B | 0.1 | $266k | 6.4k | 41.72 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $284k | 7.1k | 40.03 | |
Tortoise MLP Fund | 0.1 | $277k | 9.3k | 29.94 | |
First Tr High Income L/s (FSD) | 0.1 | $254k | 14k | 18.14 | |
Delaware Invt Nat Muni Inc F sh ben int (VFL) | 0.1 | $268k | 21k | 12.92 | |
Pimco Dynamic Credit Income other | 0.1 | $266k | 11k | 23.86 | |
Neuberger Berman Mlp Income (NML) | 0.1 | $270k | 13k | 20.21 | |
PNC Financial Services (PNC) | 0.1 | $216k | 2.4k | 88.81 | |
Bank of America Corporation (BAC) | 0.1 | $215k | 12k | 18.02 | |
Ubs Ag Cmn | 0.1 | $245k | 13k | 18.29 | |
FedEx Corporation (FDX) | 0.1 | $211k | 1.4k | 151.85 | |
Comcast Corporation | 0.1 | $240k | 4.5k | 53.16 | |
Automatic Data Processing (ADP) | 0.1 | $220k | 2.8k | 79.17 | |
Jack in the Box (JACK) | 0.1 | $237k | 4.0k | 59.74 | |
Becton, Dickinson and (BDX) | 0.1 | $229k | 1.9k | 117.78 | |
Hewlett-Packard Company | 0.1 | $235k | 7.0k | 33.69 | |
Marsh & McLennan Companies (MMC) | 0.1 | $242k | 4.7k | 52.02 | |
Exelon Corporation (EXC) | 0.1 | $211k | 5.8k | 36.25 | |
Total (TTE) | 0.1 | $238k | 3.3k | 72.49 | |
TJX Companies (TJX) | 0.1 | $248k | 4.7k | 52.63 | |
Southern Company (SO) | 0.1 | $235k | 5.2k | 44.96 | |
Illinois Tool Works (ITW) | 0.1 | $240k | 2.7k | 88.00 | |
Yahoo! | 0.1 | $235k | 6.7k | 35.03 | |
Washington Federal (WAFD) | 0.1 | $225k | 10k | 22.47 | |
Healthcare Services (HCSG) | 0.1 | $227k | 7.1k | 32.00 | |
Tor Dom Bk Cad (TD) | 0.1 | $215k | 4.2k | 51.36 | |
Technology SPDR (XLK) | 0.1 | $233k | 6.1k | 38.39 | |
Alerian Mlp Etf | 0.1 | $230k | 12k | 19.01 | |
Allied World Assurance | 0.1 | $222k | 5.9k | 37.92 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $235k | 3.8k | 62.77 | |
SPDR DJ Wilshire REIT (RWR) | 0.1 | $241k | 2.9k | 83.10 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $232k | 2.4k | 96.67 | |
WisdomTree Emerging Markets Eq (DEM) | 0.1 | $209k | 4.0k | 51.89 | |
Nuveen Arizona Premium Income Mun (NAZ) | 0.1 | $248k | 18k | 13.57 | |
Spdr Short-term High Yield mf (SJNK) | 0.1 | $209k | 6.8k | 30.89 | |
Duke Energy (DUK) | 0.1 | $211k | 2.8k | 74.11 | |
Whitewave Foods | 0.1 | $220k | 6.8k | 32.34 | |
First Tr Mlp & Energy Income | 0.1 | $224k | 10k | 21.57 | |
Twenty-first Century Fox | 0.1 | $220k | 6.2k | 35.26 | |
Doubleline Income Solutions | 0.1 | $213k | 9.4k | 22.53 | |
Plumb Creek Timber | 0.1 | $211k | 4.7k | 45.00 | |
Thermo Fisher Scientific (TMO) | 0.0 | $200k | 1.7k | 118.03 | |
TCW Strategic Income Fund (TSI) | 0.0 | $188k | 34k | 5.52 | |
Annaly Capital Management | 0.0 | $128k | 11k | 11.40 | |
Lloyds TSB (LYG) | 0.0 | $152k | 30k | 5.13 | |
Google Inc cl c | 0.0 | $121k | 210.00 | 576.19 | |
Google Inc cl c | 0.0 | $136k | 236.00 | 576.27 | |
Supervalu | 0.0 | $113k | 14k | 8.20 | |
EnteroMedics | 0.0 | $97k | 62k | 1.56 | |
Google Inc cl c | 0.0 | $74k | 128.00 | 578.12 | |
Portugal Telecom, SGPS | 0.0 | $37k | 10k | 3.63 | |
eMagin Corporation | 0.0 | $54k | 24k | 2.25 | |
Red Lion Hotels Corporation | 0.0 | $59k | 11k | 5.51 | |
Vitesse Semiconductor Corporate | 0.0 | $45k | 13k | 3.46 | |
Google Inc Class C | 0.0 | $60k | 105.00 | 571.43 | |
Google Inc cl c | 0.0 | $59k | 102.00 | 578.43 | |
Google Inc cl c | 0.0 | $49k | 85.00 | 576.47 | |
Google Inc cl c | 0.0 | $62k | 107.00 | 579.44 | |
Google Inc cl c | 0.0 | $31k | 54.00 | 574.07 | |
Merck & Co (MRK) | 0.0 | $6.0k | 110.00 | 54.55 | |
Frontier Communications | 0.0 | $0 | 18k | 0.00 | |
Google Inc cl c | 0.0 | $6.0k | 10.00 | 600.00 | |
Google Inc cl c | 0.0 | $2.0k | 4.00 | 500.00 | |
Google Inc cl c | 0.0 | $12k | 20.00 | 600.00 | |
Google Inc cl c | 0.0 | $6.0k | 10.00 | 600.00 | |
Google Inc cl c | 0.0 | $18k | 31.00 | 580.65 |