| MFFAIS - Mutual Fund Facts About Individual Stocks | |
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| Fund Type: INSTITUTION | Report Date: 2008-07-21 | Current Value: $47,950,776 | Total Performance: 1.40 % | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Worst Move: | Palisades Hudson Asset Management L.P. potentially lost $-38,471 on changes made with C H Robinson Worldwide Inc (CHRW) buying shares when price went down. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Best Move: | Palisades Hudson Asset Management L.P. potentially made $8,933 on changes made with Goldman Sachs Group Inc (GS) buying shares when price went up. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Good Save: | Palisades Hudson Asset Management L.P. potentially saved $9,768 on changes made with Bristol Myers Squibb Co (BRM.BE) selling shares when price went down. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Missed Move: | Palisades Hudson Asset Management L.P. potentially missed $-251,037 on changes made with Colgate Palmolive Co(CL) selling shares when price went up. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Palisades Hudson Asset Management L.P. Details | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Click on column headings to sort! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Stock | Country | Symbol | Industry | Current Shares | Current Value | Value Chng. | Return | Activity | Shares Chng. | Shares Chg.% | Results |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Abbott Labs (ABT) | US | ABT | Medical-Drugs | 5,610 | $319,714 | $1,178 | 0.36 % | Sold Some | -130 | -2.26 | $-27 |
| Apple Inc (AAPL) | US | AAPL | Computers | None | - | - | - % | Sold All | -2,810 | -100.00 | $84 |
| At And T Inc (T) | US | T | Telephone-Integrat ... | 21,391 | $707,186 | $26,311 | 3.86 % | Sold Some | -550 | -2.50 | $-677 |
| Bank Amer Corp (BAC) | US | BAC | Super-Regional Ban ... | None | - | - | - % | Sold All | -5,587 | -100.00 | $-27,265 |
| Boeing Co (BA) | US | BA | Aerospace/Defense | None | - | - | - % | Sold All | -3,169 | -100.00 | $4,817 |
| Bp Plc (BP) | DE | BP | Oil Comp-Integrate ... | 16,177 | $1,002,327 | $-16,662 | -1.63 % | No Change | - | - | - |
| Bristol Myers Squibb Co (BRM.BE) | US | BRM.BE | Medical-Drugs | None | - | - | - % | Sold All | -9,967 | -100.00 | $9,768 |
| Broadridge Finl Solutions Inc (BR) | US | BR | Data Processing/Mg ... | 16,746 | $354,680 | $6,531 | 1.87 % | No Change | - | - | - |
| Burlington Northn Santa Fecorp (BNI) | US | BNI | Transport-Rail | 11,527 | $1,152,124 | $61,554 | 5.64 % | No Change | - | - | - |
| C H Robinson Worldwide Inc (CHRW) | US | CHRW | Transport-Services | 24,685 | $1,223,389 | $-181,682 | -12.93 % | Added More | 5,227 | 26.86 | $-38,471 |
| Chevron Corp (CHV.BE) | US | CHV.BE | Oil Comp-Integrate ... | 5,085 | $433,598 | $-4,424 | -1.00 % | No Change | - | - | - |
| Cisco Sys Inc (CSCO) | US | CSCO | Networking Product ... | 21,067 | $467,055 | $6,952 | 1.51 % | No Change | - | - | - |
| Coca Cola Ag (KO) | CH | KO | Beverages-Non-Alco ... | 5,348 | $280,770 | $15,509 | 5.84 % | Sold Some | -140 | -2.55 | $-406 |
| Colgate Palmolive Co (CL) | US | CL | Cosmetics&Toiletri ... | 377,577 | $26,471,923 | $573,917 | 2.21 % | Sold Some | -165,156 | -30.43 | $-251,037 |
| Comcast Corp (CCT) | US | CCT | - | 10,492 | $239,427 | $-525 | -0.21 % | No Change | - | - | - |
| Comerica Inc (CMA) | US | CMA | Super-Regional Ban ... | 24,039 | $764,921 | $103,848 | 15.70 % | No Change | - | - | - |
| Deere And Co (DE) | US | DE | Machinery-Farm | 9,443 | $675,363 | $5,288 | 0.78 % | Added More | 3,694 | 64.25 | $2,069 |
| Devon Energy Corp (DVN) | US | DVN | Oil Comp-Explor&Pr ... | 2,414 | $225,250 | $-23,537 | -9.46 % | No Change | - | - | - |
| Exxon Mobil Corp (XOM) | US | XOM | Oil Comp-Integrate ... | 26,808 | $2,171,180 | $-53,348 | -2.39 % | No Change | - | - | - |
| Family Dlr Stores Inc (FDO) | US | FDO | Retail-Discount | 21,038 | $505,543 | $16,620 | 3.39 % | No Change | - | - | - |
| Franklin Res Inc (BEN) | US | BEN | Invest Mgmnt/Advis ... | None | - | - | - % | Sold All | -2,163 | -100.00 | $-20,505 |
| General Elec Co (GE) | US | GE | Diversified Manufa ... | 34,080 | $999,566 | $55,891 | 5.92 % | Sold Some | -4,400 | -11.43 | $-7,216 |
| Genzyme Corp (GENZ) | US | GENZ | Medical-Biomedical ... | 4,952 | $375,956 | $-19,065 | -4.82 % | Sold Some | -40 | -0.80 | $154 |
| Goldman Sachs Group Inc (GS) | US | GS | Finance-Invest Bnk ... | 1,260 | $236,716 | $8,933 | 3.92 % | New Holding | 1,260 | 100.00 | $8,933 |
| Hewlett Packard Co (HPQ) | US | HPQ | Computers | 5,618 | $248,765 | $5,225 | 2.14 % | No Change | - | - | - |
| Intel Corp (INTC) | US | INTC | Electronic Compo-S ... | 34,935 | $779,051 | $7,336 | 0.95 % | No Change | - | - | - |
| International Business Machines C ... (IBM) | US | IBM | Computers | 4,620 | $598,382 | $3,973 | 0.66 % | No Change | - | - | - |
| Johnson And Johnson (JNJ) | US | JNJ | Medical Products | 9,950 | $679,287 | $11,542 | 1.72 % | Added More | 160 | 1.63 | $186 |
| Jpmorgan Chase And Co (JPM) | US | JPM | Finance-Invest Bnk ... | 6,412 | $269,048 | $21,224 | 8.56 % | Sold Some | -2,580 | -28.69 | $-8,540 |
| Leggett And Platt Inc (LEG) | US | LEG | Diversified Manufa ... | 10,575 | $206,953 | $8,460 | 4.26 % | No Change | - | - | - |
| Lexmark Intl Inc (LXK) | US | LXK | Computers-Peripher ... | 8,355 | $299,025 | $16,292 | 5.76 % | No Change | - | - | - |
| Merck And Co Inc (MRK) | US | MRK | Medical-Drugs | 6,210 | $197,292 | $-22,108 | -10.07 % | New Holding | 6,210 | 100.00 | $-22,108 |
| Mgm Mirage (MGM) | US | MGM | Casino Hotels | None | - | - | - % | Sold All | -4,828 | -100.00 | $-22,209 |
| Microsoft Corp (MSFT) | US | MSFT | Applications Softw ... | 44,018 | $1,163,396 | $34,774 | 3.08 % | Added More | 1,150 | 2.68 | $909 |
| Monsanto Co (MON) | US | MON | Agricultural Chemi ... | 1,620 | $181,067 | $-11,162 | -5.80 % | New Holding | 1,620 | 100.00 | $-11,162 |
| Occidental Pete Corp (OXY) | US | OXY | Oil Comp-Explor&Pr ... | 2,510 | $181,272 | $-19,453 | -9.69 % | New Holding | 2,510 | 100.00 | $-19,453 |
| Oracle Corp (ORCL) | US | ORCL | Enterprise Softwar ... | 11,681 | $251,142 | $4,789 | 1.94 % | No Change | - | - | - |
| Pepsico Inc (PEP) | US | PEP | Beverages-Non-Alco ... | 4,376 | $296,343 | $14,310 | 5.07 % | Sold Some | -120 | -2.66 | $-392 |
| Pnc Finl Svcs Group Inc (PNP.BE) | US | PNP.BE | Super-Regional Ban ... | 14,976 | $922,821 | $-66,344 | -6.70 % | No Change | - | - | - |
| Schlumberger Ltd (SLB) | AN | SLB | Oil-Field Services | 2,509 | $252,255 | $-13,900 | -5.22 % | New Holding | 2,509 | 100.00 | $-13,900 |
| Simon Ppty Group Inc (SPG) | US | SPG | Reits-Regional Mal ... | 3,902 | $364,993 | $10,613 | 2.99 % | No Change | - | - | - |
| Smithfield Foods Inc (SFD) | US | SFD | Food-Meat Products | 24,162 | $545,095 | $34,793 | 6.81 % | No Change | - | - | - |
| Steel Dynamics Inc (STLD) | US | STLD | Steel-Producers | 11,088 | $349,272 | $-16,188 | -4.42 % | No Change | - | - | - |
| Target Corp (TGT) | US | TGT | Retail-Discount | 15,840 | $732,125 | $8,870 | 1.22 % | No Change | - | - | - |
| Verizon Communications Inc (VZ) | US | VZ | Telephone-Integrat ... | 5,864 | $210,166 | $4,046 | 1.96 % | No Change | - | - | - |
| Wellpoint Inc (WLP) | US | WLP | Medical-Hmo | 5,350 | $284,460 | $40,179 | 16.44 % | Added More | 200 | 3.88 | $1,502 |
| Wells Fargo And Co (WFC) | US | WFC | - | None | - | - | - % | Sold All | -8,470 | -100.00 | $-24,648 |
| Yum Brands Inc (TGR.BE) | US | TGR.BE | Retail-Restaurants | 9,260 | $331,878 | $6,112 | 1.87 % | No Change | - | - | - |
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| Listed 48 holdings. |
| Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss! There has been no adjustmentsfor splits! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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