Dorsey & Whitney Trust as of Sept. 30, 2014
Portfolio Holdings for Dorsey & Whitney Trust
Dorsey & Whitney Trust holds 264 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Medtronic | 3.5 | $13M | 218k | 60.00 | |
Johnson & Johnson (JNJ) | 3.0 | $11M | 102k | 106.59 | |
3M Company (MMM) | 2.4 | $8.8M | 62k | 141.69 | |
Target Corporation (TGT) | 2.3 | $8.6M | 129k | 66.67 | |
Valspar Corporation | 2.3 | $8.5M | 107k | 78.99 | |
General Electric Company | 2.2 | $8.1M | 315k | 25.69 | |
U.S. Bancorp (USB) | 2.2 | $8.0M | 192k | 41.83 | |
Emerson Electric (EMR) | 2.1 | $7.9M | 126k | 62.58 | |
Honeywell International (HON) | 2.0 | $7.6M | 81k | 93.13 | |
Ecolab (ECL) | 2.0 | $7.4M | 64k | 114.83 | |
General Mills (GIS) | 2.0 | $7.3M | 145k | 50.45 | |
Wells Fargo & Company (WFC) | 1.9 | $6.9M | 135k | 51.28 | |
Schlumberger (SLB) | 1.8 | $6.5M | 65k | 100.00 | |
Exxon Mobil Corporation (XOM) | 1.7 | $6.3M | 67k | 94.06 | |
United Parcel Service (UPS) | 1.7 | $6.3M | 64k | 98.29 | |
Gra (GGG) | 1.7 | $6.3M | 87k | 72.98 | |
Home Depot (HD) | 1.7 | $6.2M | 67k | 91.73 | |
Walt Disney Company (DIS) | 1.6 | $6.0M | 67k | 90.00 | |
Fiserv (FI) | 1.6 | $6.0M | 93k | 64.64 | |
Baxter International (BAX) | 1.5 | $5.6M | 79k | 71.59 | |
Hormel Foods Corporation (HRL) | 1.5 | $5.6M | 109k | 51.39 | |
Pentair | 1.5 | $5.6M | 86k | 65.48 | |
Donaldson Company (DCI) | 1.5 | $5.5M | 136k | 40.63 | |
Bemis Company | 1.4 | $5.3M | 139k | 38.02 | |
Principal Financial (PFG) | 1.4 | $5.2M | 99k | 52.47 | |
Microsoft Corporation (MSFT) | 1.4 | $5.1M | 111k | 46.35 | |
Procter & Gamble Company (PG) | 1.3 | $4.8M | 57k | 83.79 | |
Fastenal Company (FAST) | 1.1 | $4.2M | 95k | 44.90 | |
International Business Machines (IBM) | 1.1 | $4.2M | 22k | 189.85 | |
Intel Corporation (INTC) | 1.1 | $4.0M | 114k | 34.82 | |
Techne Corporation | 1.0 | $3.8M | 41k | 93.55 | |
Zimmer Holdings (ZBH) | 1.0 | $3.6M | 36k | 100.55 | |
Chevron Corporation (CVX) | 0.9 | $3.5M | 29k | 119.33 | |
Patterson Companies (PDCO) | 0.9 | $3.3M | 80k | 41.43 | |
Pfizer (PFE) | 0.9 | $3.3M | 110k | 29.57 | |
Verizon Communications (VZ) | 0.9 | $3.3M | 65k | 50.00 | |
C.H. Robinson Worldwide (CHRW) | 0.8 | $3.1M | 47k | 66.31 | |
St. Jude Medical | 0.8 | $3.0M | 50k | 60.12 | |
ConocoPhillips (COP) | 0.8 | $2.8M | 37k | 76.54 | |
Western Union Company (WU) | 0.8 | $2.8M | 174k | 16.21 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $2.8M | 43k | 64.13 | |
Magellan Midstream Partners | 0.7 | $2.8M | 33k | 84.17 | |
iShares S&P 500 Index (IVV) | 0.7 | $2.6M | 13k | 198.24 | |
Kimberly-Clark Corporation (KMB) | 0.7 | $2.5M | 23k | 107.57 | |
Apple (AAPL) | 0.7 | $2.5M | 25k | 100.63 | |
Corning Incorporated (GLW) | 0.6 | $2.2M | 113k | 19.34 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $2.1M | 37k | 57.89 | |
TCF Financial Corporation | 0.6 | $2.1M | 137k | 15.53 | |
Badger Meter (BMI) | 0.6 | $2.1M | 42k | 50.44 | |
BP (BP) | 0.6 | $2.1M | 48k | 43.95 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.6 | $2.1M | 43k | 49.07 | |
Merck & Co | 0.6 | $2.0M | 35k | 59.27 | |
Spdr S&p 500 Etf (SPY) | 0.5 | $2.0M | 9.9k | 196.74 | |
Qualcomm (QCOM) | 0.5 | $1.9M | 26k | 75.00 | |
Bristol Myers Squibb (BMY) | 0.5 | $1.9M | 37k | 51.16 | |
Enterprise Products Partners (EPD) | 0.5 | $1.8M | 45k | 40.31 | |
MDU Resources (MDU) | 0.5 | $1.7M | 61k | 27.82 | |
Toro Company (TTC) | 0.4 | $1.6M | 28k | 59.23 | |
Associated Banc- (ASB) | 0.4 | $1.6M | 93k | 17.42 | |
Vanguard Total Stock Market ETF (VTI) | 0.4 | $1.6M | 16k | 101.13 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $1.6M | 39k | 41.72 | |
Xcel Energy (XEL) | 0.4 | $1.5M | 50k | 30.40 | |
Berkshire Hathaway (BRK.B) | 0.4 | $1.5M | 11k | 138.30 | |
Eli Lilly & Co. (LLY) | 0.4 | $1.4M | 22k | 64.86 | |
Vanguard High Dividend Yield ETF (VYM) | 0.4 | $1.4M | 21k | 66.42 | |
E.I. du Pont de Nemours & Company | 0.4 | $1.3M | 19k | 71.73 | |
Abbvie (ABBV) | 0.4 | $1.3M | 23k | 57.78 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.3M | 33k | 39.76 | |
Abbott Laboratories (ABT) | 0.3 | $1.3M | 31k | 41.57 | |
0.3 | $1.2M | 2.0k | 590.48 | ||
iShares S&P 100 Index (OEF) | 0.3 | $1.2M | 14k | 88.13 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $1.2M | 12k | 104.32 | |
Pepsi (PEP) | 0.3 | $1.2M | 13k | 92.86 | |
Boeing Company (BA) | 0.3 | $1.1M | 9.0k | 127.18 | |
MTS Systems Corporation | 0.3 | $1.1M | 17k | 68.25 | |
Occidental Petroleum Corporation (OXY) | 0.3 | $982k | 10k | 96.15 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $974k | 3.9k | 249.25 | |
Oracle Corporation (ORCL) | 0.2 | $912k | 24k | 38.27 | |
At&t (T) | 0.2 | $883k | 25k | 35.20 | |
CVS Caremark Corporation (CVS) | 0.2 | $877k | 11k | 80.00 | |
Novartis (NVS) | 0.2 | $896k | 9.6k | 93.81 | |
Cray | 0.2 | $891k | 34k | 26.24 | |
Cinemark Holdings (CNK) | 0.2 | $834k | 24k | 34.43 | |
Valeant Pharmaceuticals Int | 0.2 | $823k | 6.3k | 131.26 | |
Ishares Inc em mkt min vol (EEMV) | 0.2 | $803k | 13k | 59.76 | |
Directv | 0.2 | $823k | 9.5k | 86.17 | |
American Express Company (AXP) | 0.2 | $782k | 9.0k | 86.96 | |
Coca-Cola Company (KO) | 0.2 | $772k | 18k | 43.00 | |
Teleflex Incorporated (TFX) | 0.2 | $768k | 7.3k | 105.06 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 0.2 | $761k | 19k | 39.71 | |
Comcast Corporation (CMCSA) | 0.2 | $745k | 14k | 53.88 | |
Crown Holdings (CCK) | 0.2 | $739k | 17k | 44.54 | |
McDonald's Corporation (MCD) | 0.2 | $740k | 7.8k | 94.29 | |
H.B. Fuller Company (FUL) | 0.2 | $752k | 19k | 39.19 | |
Rydex S&P Equal Weight ETF | 0.2 | $740k | 9.8k | 75.78 | |
Generac Holdings (GNRC) | 0.2 | $742k | 18k | 40.56 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.2 | $727k | 14k | 50.99 | |
Actavis | 0.2 | $743k | 3.1k | 241.34 | |
Amgen (AMGN) | 0.2 | $712k | 5.0k | 142.18 | |
Unilever | 0.2 | $700k | 17k | 40.22 | |
American Water Works (AWK) | 0.2 | $717k | 15k | 48.25 | |
Air Lease Corp (AL) | 0.2 | $698k | 22k | 32.49 | |
Cisco Systems (CSCO) | 0.2 | $656k | 28k | 23.53 | |
Diageo (DEO) | 0.2 | $671k | 5.9k | 114.29 | |
Charter Communications | 0.2 | $661k | 4.4k | 151.28 | |
Phillips 66 (PSX) | 0.2 | $675k | 8.3k | 81.49 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $641k | 15k | 41.53 | |
Liberty Media | 0.2 | $623k | 22k | 28.19 | |
Alleghany Corporation | 0.2 | $624k | 1.5k | 418.23 | |
G&K Services | 0.2 | $632k | 11k | 55.37 | |
SPDR DJ International Real Estate ETF (RWX) | 0.2 | $617k | 15k | 41.37 | |
Wal-Mart Stores (WMT) | 0.2 | $606k | 8.0k | 75.56 | |
eBay (EBAY) | 0.2 | $609k | 11k | 56.43 | |
Philip Morris International (PM) | 0.2 | $584k | 7.0k | 83.31 | |
Via | 0.1 | $557k | 7.2k | 76.92 | |
Digital Realty Trust (DLR) | 0.1 | $560k | 9.0k | 62.42 | |
Newcastle Investment | 0.1 | $554k | 44k | 12.69 | |
iShares Russell 2000 Index (IWM) | 0.1 | $567k | 5.2k | 109.01 | |
NVE Corporation (NVEC) | 0.1 | $558k | 8.7k | 64.51 | |
iShares S&P Global 100 Index (IOO) | 0.1 | $546k | 7.1k | 77.45 | |
Kraft Foods | 0.1 | $556k | 9.8k | 56.51 | |
BlackRock (BLK) | 0.1 | $525k | 1.6k | 328.42 | |
Union Pacific Corporation (UNP) | 0.1 | $535k | 4.9k | 108.79 | |
United Technologies Corporation | 0.1 | $528k | 5.0k | 105.33 | |
Gilead Sciences (GILD) | 0.1 | $520k | 4.9k | 106.25 | |
Owens-Illinois | 0.1 | $529k | 20k | 26.06 | |
Atlas Pipeline Partners | 0.1 | $530k | 15k | 36.49 | |
Energy Transfer Equity (ET) | 0.1 | $516k | 8.4k | 61.71 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $500k | 6.5k | 76.92 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.1 | $520k | 9.0k | 57.78 | |
Spdr S&p Emerging Mkts Dividen inx (EDIV) | 0.1 | $527k | 14k | 36.58 | |
Dow Chemical Company | 0.1 | $485k | 9.3k | 52.22 | |
UnitedHealth (UNH) | 0.1 | $483k | 5.6k | 86.90 | |
Visa (V) | 0.1 | $479k | 2.2k | 213.24 | |
Paccar (PCAR) | 0.1 | $476k | 8.4k | 56.83 | |
Questar Corporation | 0.1 | $471k | 22k | 21.21 | |
Allete (ALE) | 0.1 | $497k | 11k | 44.36 | |
Triumph (TGI) | 0.1 | $472k | 7.3k | 65.08 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $492k | 7.1k | 68.80 | |
WisdomTree Japan Total Dividend (DXJ) | 0.1 | $492k | 9.4k | 52.34 | |
Vodafone Group New Adr F (VOD) | 0.1 | $495k | 15k | 33.33 | |
PHH Corporation | 0.1 | $435k | 19k | 22.37 | |
MasterCard Incorporated (MA) | 0.1 | $457k | 6.2k | 73.83 | |
Starbucks Corporation (SBUX) | 0.1 | $457k | 5.9k | 76.92 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $431k | 5.8k | 73.92 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $452k | 4.1k | 110.73 | |
Vanguard REIT ETF (VNQ) | 0.1 | $453k | 6.3k | 71.84 | |
Facebook Inc cl a (META) | 0.1 | $428k | 5.4k | 79.17 | |
Google Inc cl c | 0.1 | $442k | 765.00 | 577.78 | |
Monsanto Company | 0.1 | $393k | 3.5k | 113.21 | |
Praxair | 0.1 | $405k | 3.1k | 129.11 | |
Walgreen Company | 0.1 | $415k | 7.0k | 59.33 | |
Biogen Idec (BIIB) | 0.1 | $409k | 1.2k | 330.40 | |
Williams Companies (WMB) | 0.1 | $405k | 7.3k | 55.43 | |
Corrections Corporation of America | 0.1 | $396k | 3.2k | 125.00 | |
Nrg Yield | 0.1 | $417k | 8.9k | 47.07 | |
Goldman Sachs Mlp Inc Opp | 0.1 | $419k | 19k | 21.73 | |
Blackstone | 0.1 | $353k | 11k | 31.44 | |
Caterpillar (CAT) | 0.1 | $371k | 3.7k | 99.09 | |
Snap-on Incorporated (SNA) | 0.1 | $356k | 2.9k | 121.24 | |
Colgate-Palmolive Company (CL) | 0.1 | $367k | 5.6k | 65.29 | |
Hawkins (HWKN) | 0.1 | $360k | 10k | 36.00 | |
Clearbridge Energy Mlp Opp F | 0.1 | $375k | 15k | 24.40 | |
New Residential Invt | 0.1 | $364k | 63k | 5.82 | |
Time Warner | 0.1 | $340k | 4.5k | 75.23 | |
Allergan | 0.1 | $321k | 1.8k | 181.82 | |
Sanofi-Aventis SA (SNY) | 0.1 | $349k | 9.1k | 38.46 | |
Shire | 0.1 | $319k | 1.2k | 258.97 | |
priceline.com Incorporated | 0.1 | $324k | 280.00 | 1155.56 | |
Plains All American Pipeline (PAA) | 0.1 | $328k | 5.6k | 58.91 | |
Healthsouth | 0.1 | $330k | 9.0k | 36.87 | |
Kinder Morgan Energy Partners | 0.1 | $328k | 3.5k | 93.23 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.1 | $349k | 43k | 8.20 | |
Kinder Morgan (KMI) | 0.1 | $325k | 8.4k | 38.52 | |
Aon | 0.1 | $316k | 3.6k | 88.00 | |
Cone Midstream Partners | 0.1 | $327k | 12k | 28.09 | |
Waste Management (WM) | 0.1 | $304k | 6.4k | 47.67 | |
Accenture (ACN) | 0.1 | $282k | 3.3k | 85.71 | |
Deluxe Corporation (DLX) | 0.1 | $299k | 5.4k | 55.17 | |
BT | 0.1 | $284k | 4.6k | 61.44 | |
Materials SPDR (XLB) | 0.1 | $285k | 5.8k | 49.57 | |
Oneok (OKE) | 0.1 | $302k | 4.6k | 65.61 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $287k | 8.0k | 35.91 | |
WisdomTree Europe SmallCap Div (DFE) | 0.1 | $296k | 5.6k | 52.48 | |
Neuberger Berman Mlp Income (NML) | 0.1 | $294k | 14k | 21.67 | |
Goldman Sachs Mlp Energy Ren | 0.1 | $302k | 15k | 20.13 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $270k | 13k | 20.18 | |
Norfolk Southern (NSC) | 0.1 | $272k | 2.4k | 111.56 | |
Jack in the Box (JACK) | 0.1 | $271k | 4.0k | 68.32 | |
Hewlett-Packard Company | 0.1 | $247k | 7.0k | 35.38 | |
Nextera Energy (NEE) | 0.1 | $269k | 2.9k | 93.44 | |
Weyerhaeuser Company (WY) | 0.1 | $275k | 8.6k | 31.88 | |
Danaher Corporation (DHR) | 0.1 | $272k | 3.7k | 74.55 | |
Prudential Financial (PRU) | 0.1 | $277k | 3.1k | 88.24 | |
Hershey Company (HSY) | 0.1 | $257k | 2.7k | 95.42 | |
Healthcare Services (HCSG) | 0.1 | $262k | 4.2k | 62.50 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $258k | 3.5k | 73.67 | |
Technology SPDR (XLK) | 0.1 | $242k | 6.1k | 39.87 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $260k | 1.9k | 136.84 | |
Clearbridge Energy M | 0.1 | $275k | 9.9k | 27.89 | |
SPDR Barclays Capital High Yield B | 0.1 | $256k | 6.4k | 40.15 | |
WisdomTree Emerging Markets Eq (DEM) | 0.1 | $254k | 5.3k | 47.70 | |
Tortoise MLP Fund | 0.1 | $272k | 9.4k | 29.00 | |
Delaware Invt Nat Muni Inc F sh ben int (VFL) | 0.1 | $265k | 21k | 12.77 | |
Nuveen Arizona Premium Income Mun (NAZ) | 0.1 | $249k | 18k | 13.63 | |
Whitewave Foods | 0.1 | $248k | 6.8k | 36.38 | |
Pimco Dynamic Credit Income other | 0.1 | $256k | 11k | 22.51 | |
Vtti Energy Partners | 0.1 | $241k | 9.6k | 25.09 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.1 | $214k | 5.2k | 40.96 | |
PNC Financial Services (PNC) | 0.1 | $209k | 2.4k | 85.82 | |
Bank of America Corporation (BAC) | 0.1 | $232k | 13k | 18.02 | |
Ubs Ag Cmn | 0.1 | $232k | 13k | 17.35 | |
FedEx Corporation (FDX) | 0.1 | $229k | 1.4k | 161.11 | |
Comcast Corporation | 0.1 | $240k | 4.5k | 53.61 | |
Automatic Data Processing (ADP) | 0.1 | $237k | 2.8k | 83.33 | |
Lamar Advertising Company | 0.1 | $237k | 4.8k | 49.19 | |
Becton, Dickinson and (BDX) | 0.1 | $220k | 1.9k | 113.33 | |
Berkshire Hathaway (BRK.A) | 0.1 | $207k | 1.00 | 207000.00 | |
Total (TTE) | 0.1 | $221k | 3.4k | 64.72 | |
Southern Company (SO) | 0.1 | $230k | 5.3k | 43.41 | |
Illinois Tool Works (ITW) | 0.1 | $217k | 2.6k | 84.00 | |
Chipotle Mexican Grill (CMG) | 0.1 | $205k | 305.00 | 671.43 | |
Celgene Corporation | 0.1 | $228k | 2.4k | 95.00 | |
Washington Federal (WAFD) | 0.1 | $204k | 10k | 20.35 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $239k | 2.2k | 106.95 | |
KKR & Co | 0.1 | $236k | 11k | 22.31 | |
Alerian Mlp Etf | 0.1 | $232k | 12k | 19.17 | |
Allied World Assurance | 0.1 | $216k | 5.9k | 36.84 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $230k | 3.8k | 61.41 | |
Motorola Solutions (MSI) | 0.1 | $210k | 3.3k | 63.26 | |
SPDR DJ Wilshire REIT (RWR) | 0.1 | $231k | 2.9k | 79.66 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $240k | 2.4k | 100.00 | |
TCW Strategic Income Fund (TSI) | 0.1 | $208k | 37k | 5.62 | |
First Tr High Income L/s (FSD) | 0.1 | $239k | 14k | 17.07 | |
Duke Energy (DUK) | 0.1 | $215k | 2.9k | 74.73 | |
Mondelez Int (MDLZ) | 0.1 | $239k | 7.2k | 33.33 | |
First Tr Mlp & Energy Income | 0.1 | $225k | 11k | 21.34 | |
Doubleline Income Solutions | 0.1 | $207k | 9.6k | 21.62 | |
Transocean Partners Llc master ltd part | 0.1 | $213k | 8.2k | 26.13 | |
Spdr Short-term High Yield mf (SJNK) | 0.1 | $202k | 6.8k | 29.86 | |
Twenty-first Century Fox | 0.1 | $201k | 5.9k | 34.19 | |
Lloyds TSB (LYG) | 0.0 | $150k | 30k | 5.05 | |
Google Inc cl c | 0.0 | $132k | 229.00 | 576.42 | |
Supervalu | 0.0 | $124k | 14k | 9.00 | |
Google Inc cl c | 0.0 | $121k | 210.00 | 576.19 | |
Mueller Water Products (MWA) | 0.0 | $90k | 11k | 8.32 | |
eMagin Corporation | 0.0 | $56k | 24k | 2.33 | |
EnteroMedics | 0.0 | $73k | 59k | 1.24 | |
Red Lion Hotels Corporation | 0.0 | $61k | 11k | 5.70 | |
Google Inc Class C | 0.0 | $61k | 105.00 | 580.95 | |
Google Inc cl c | 0.0 | $80k | 139.00 | 575.54 | |
Google Inc cl c | 0.0 | $62k | 107.00 | 579.44 | |
Alpha Natural Resources | 0.0 | $47k | 19k | 2.50 | |
Vitesse Semiconductor Corporate | 0.0 | $47k | 13k | 3.62 | |
Google Inc cl c | 0.0 | $45k | 78.00 | 576.92 | |
Google Inc cl c | 0.0 | $49k | 85.00 | 576.47 | |
Google Inc cl c | 0.0 | $31k | 54.00 | 574.07 | |
Merck & Co (MRK) | 0.0 | $7.0k | 110.00 | 63.64 | |
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 |