13F Filings History of BUSH ODONNELL INVESTMENT ADVISORS INC
- Latest 13F filing
- Q3 2018 - 30 Oct 2018
- Latest reported 13F value
- $65,180,000
- Largest 13F holdings
-
ESRX CL BRKB PEP PG V CNC WBA FDX WFC BLK MMM
+8 more
CVS ELV EMR MA JNJ T HON UTX - Form 13F summary
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- BUSH ODONNELL INVESTMENT ADVISORS INC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- BUSH ODONNELL INVESTMENT ADVISORS INC reported 26 equity holdings with a total reported market value of $65,180,000 for Q3 2018. Top reported holdings included ESRX, CL, BRKB, PEP, and PG.
- Manager signature
- Michelle Bucher - CCO
- Manager location
- St Louis, MO
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2018
Latest value
$65,180,000
Quarter delta
+$6,020,000
Accepted
30 Oct 2018, 13:33
Rows shown
1-20 of 20
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2018 | 26 | $65,180,000 | +$3,344,025 | -$2,756,208 | +$587,817 | ESRX, CL, BRKB, PEP, PG | 13F-HR | 30 Oct 2018, 13:33 |
| Q2 2018 | 25 | $59,160,000 | +$4,052,415 | -$16,078,887 | -$12,026,472 | ESRX, CL, PEP, PG, BRKB | 13F-HR | 06 Aug 2018, 13:00 |
| Q1 2018 | 26 | $71,096,000 | $0 | -$47,446,027 | -$47,446,027 | V, BRKB, CL, ESRX, BLK | 13F-HR | 09 May 2018, 18:23 |
| Q4 2017 | 45 | $122,984,000 | $0 | -$15,025,448 | -$15,025,448 | BRKB, V, CL, ESRX, FDX | 13F-HR | 05 Feb 2018, 18:09 |
| Q3 2017 | 49 | $131,136,000 | +$1,131,697 | -$34,568,993 | -$33,437,296 | BRKB, V, CL, TWX, FDX | 13F-HR | 13 Nov 2017, 12:13 |
| Q2 2017 | 52 | $161,984,000 | +$917,701 | -$3,013,673 | -$2,095,972 | V, BRKB, FDX, MMM, CL | 13F-HR | 07 Aug 2017, 13:11 |
| Q1 2017 | 50 | $160,031,000 | +$10,300,053 | -$6,635,861 | +$3,664,192 | BRKB, V, CL, MMM, PEP | 13F-HR | 15 May 2017, 15:47 |
| Q4 2016 | 48 | $149,847,000 | $0 | -$5,485,346 | -$5,485,346 | BRKB, TWX, WBA, ESRX, MMM | 13F-HR | 14 Feb 2017, 15:55 |
| Q3 2016 | 48 | $149,729,000 | +$265,594 | -$2,819,227 | -$2,553,633 | CL, ESRX, PEP, V, WBA | 13F-HR | 10 Nov 2016, 17:31 |
| Q2 2016 | 47 | $150,134,000 | +$948,076 | -$2,427,188 | -$1,479,112 | ESRX, CL, WBA, MMM, PEP | 13F-HR | 05 Aug 2016, 17:29 |
| Q1 2016 | 46 | $146,616,000 | +$9,957,690 | -$6,200,760 | +$3,756,930 | WBA, CL, ESRX, BRKB, PEP | 13F-HR | 13 May 2016, 18:03 |
| Q4 2015 | 44 | $143,932,000 | +$6,040,167 | -$11,281,548 | -$5,241,381 | ESRX, WBA, CL, V, PEP | 13F-HR | 09 Feb 2016, 16:44 |
| Q3 2015 | 45 | $141,347,000 | +$1,970,025 | -$9,555,094 | -$7,585,069 | ESRX, WBA, CL, BRKB, PEP | 13F-HR | 10 Nov 2015, 16:26 |
| Q2 2015 | 43 | $163,028,000 | +$8,329,961 | -$9,923,571 | -$1,593,610 | ESRX, WBA, CL, CVS, BRKB | 13F-HR | 07 Aug 2015, 11:59 |
| Q1 2015 | 44 | $168,359,000 | +$7,275,372 | -$16,572,532 | -$9,297,160 | ESRX, WBA, CL, BRKB, MMM | 13F-HR | 08 May 2015, 11:41 |
| Q4 2014 | 42 | $185,418,000 | +$14,520,568 | -$13,651,126 | +$869,442 | ESRX, WBA, BRKB, CL, MMM | 13F-HR | 12 Feb 2015, 14:23 |
| Q3 2014 | 44 | $171,425,000 | +$11,688,949 | -$14,733,653 | -$3,044,704 | ESRX, BRKB, CL, JNJ, PEP | 13F-HR | 10 Nov 2014, 18:02 |
| Q2 2014 | 48 | $177,748,000 | +$4,866,270 | -$28,505,819 | -$23,639,549 | WAG, ESRX, CL, AXP, JNJ | 13F-HR | 07 Aug 2014, 17:16 |
| Q1 2014 | 47 | $194,686,000 | +$4,482,521 | -$616,357 | +$3,866,164 | ESRX, CL, WAG, WMT, JNJ | 13F-HR | 15 May 2014, 13:49 |
| Q4 2013 | 45 | $189,284,000 | $0 | $0 | $0 | ESRX, CL, WMT, WAG, AXP | 13F-HR | 13 Feb 2014, 18:39 |