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Institutional Investment Manager
WEATHERLY ASSET MANAGEMENT L. P.
WEATHERLY ASSET MANAGEMENT L. P. (CIK: 0000934745), located at 832 Camino Del Mar, Del Mar, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q2)
Portfolio Summary: 154 holdings with a total value of $262,532,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 ISHARES TR 6,252 202,000 0.08%
152 Kimco RLTY Corp 8,333 201,000 0.08%
153 MONDELEZ INTL INC 4,870 200,000 0.08%
154 ALLERGAN PLC 661 200,000 0.08%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000934745-15-000012, filed 2015.07.30).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.