254 is the total number of securities Independence Trust CO has owned. The longest Independence Trust CO has owned a single stock is 19 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HD | HOME DEPOT INC | 19 | 19 | 2.18% | 4.99% | 8.66% | Q2 2013 | Q4 2017 | 19 |
CMCSA | COMCAST CORP NEW | 19 | 19 | 1.98% | 3.84% | 6.23% | Q2 2013 | Q4 2017 | 19 |
MMM | 3M CO | 19 | 19 | 1.63% | 3.48% | 5.66% | Q2 2013 | Q4 2017 | 19 |
JNJ | JOHNSON & JOHNSON | 19 | 19 | 2.06% | 3.39% | 5.28% | Q2 2013 | Q4 2017 | 19 |
INTC | INTEL CORPORATION | 19 | 19 | 1.94% | 3.28% | 5.02% | Q2 2013 | Q4 2017 | 19 |
CL | COLGATE PALMOLIVE COMPANY | 19 | 19 | 1.61% | 2.74% | 4.43% | Q2 2013 | Q4 2017 | 19 |
T | AT&T INC | 19 | 19 | 1.66% | 2.69% | 4.05% | Q2 2013 | Q4 2017 | 19 |
AAPL | APPLE INC | 19 | 19 | 0.63% | 2.67% | 5.05% | Q2 2013 | Q4 2017 | 19 |
KO | COCA COLA CO | 19 | 19 | 1.53% | 2.63% | 3.99% | Q2 2013 | Q4 2017 | 19 |
WMT | WAL-MART STORES INC | 19 | 19 | 1.56% | 2.42% | 4.12% | Q2 2013 | Q4 2017 | 19 |
BA | BOEING CO | 19 | 19 | 0.14% | 2.30% | 5.96% | Q2 2013 | Q4 2017 | 19 |
MSFT | MICROSOFT CORPORATION | 19 | 19 | 1.15% | 2.17% | 3.56% | Q2 2013 | Q4 2017 | 19 |
MDY | SPDR S&P MIDCAP 400 ET... | 19 | 19 | 0.75% | 1.80% | 3.43% | Q2 2013 | Q4 2017 | 19 |
AEP | AMERICAN ELECTRIC POWER | 19 | 19 | 1.16% | 1.68% | 3.41% | Q2 2013 | Q4 2017 | 19 |
ABBV | ABBVIE INC | 19 | 19 | 0.77% | 1.62% | 2.80% | Q2 2013 | Q4 2017 | 19 |
XOM | EXXON MOBIL CORP | 19 | 19 | 0.30% | 1.52% | 3.89% | Q2 2013 | Q4 2017 | 19 |
ADP | AUTOMATIC DATA PROCESS... | 19 | 19 | 0.79% | 1.44% | 2.19% | Q2 2013 | Q4 2017 | 19 |
ABT | ABBOTT LABS | 19 | 19 | 0.63% | 1.37% | 2.69% | Q2 2013 | Q4 2017 | 19 |
BRKB | BERKSHIRE HATHAWAY INC... | 19 | 19 | 0.26% | 0.68% | 1.47% | Q2 2013 | Q4 2017 | 19 |
AGG | ISHARES TR | 19 | 19 | 0.37% | 0.64% | 1.08% | Q2 2013 | Q4 2017 | 19 |
IUSV | ISHARES TR | 19 | 19 | 0.27% | 0.48% | 0.78% | Q2 2013 | Q4 2017 | 19 |
JPM | JP MORGAN CHASE & CO | 19 | 19 | 0.28% | 0.43% | 0.53% | Q2 2013 | Q4 2017 | 19 |
EEM | ISHARES TR | 19 | 19 | 0.28% | 0.43% | 0.64% | Q2 2013 | Q4 2017 | 19 |
EFA | ISHARES TR | 19 | 19 | 0.22% | 0.33% | 0.50% | Q2 2013 | Q4 2017 | 19 |
UTX | UNITED TECHNOLOGIES CORP | 19 | 19 | 0.15% | 0.30% | 0.46% | Q2 2013 | Q4 2017 | 19 |
WFC | WELLS FARGO & CO NEW | 18 | 18 | 1.92% | 3.02% | 4.86% | Q2 2013 | Q3 2017 | 18 |
GE | GENERAL ELECTRIC CO CO... | 18 | 18 | 0.41% | 2.68% | 4.28% | Q2 2013 | Q3 2017 | 18 |
SPY | SPDR S&P 500 ETF TR | 15 | 3 | 0.29% | 0.45% | 0.88% | Q2 2013 | Q4 2017 | 18 |
BDJ | BLACKROCK ENHANCED EQU... | 18 | 18 | 0.10% | 0.37% | 0.99% | Q2 2013 | Q3 2017 | 18 |
MRK | MERCK & CO INC NEW COM | 11 | 5 | 0.26% | 0.61% | 1.19% | Q2 2013 | Q4 2017 | 16 |
DD | E I DUPONT DE NEMOURS ... | 13 | 3 | 0.22% | 0.49% | 0.74% | Q2 2013 | Q2 2017 | 16 |
KMB | KIMBERLY-CLARK CORP | 14 | 2 | 0.14% | 0.31% | 0.40% | Q2 2013 | Q2 2017 | 16 |
EPD | ENTERPRISE PRODUCT PAR... | 15 | 15 | 0.29% | 0.82% | 1.67% | Q2 2013 | Q4 2016 | 15 |
NVS | NOVARTIS AG ADR | 10 | 5 | 0.26% | 0.42% | 0.56% | Q2 2013 | Q4 2017 | 15 |
PPT | PUTNAM PREMIER INCOME ... | 15 | 15 | 0.07% | 0.39% | 1.06% | Q2 2013 | Q4 2016 | 15 |
FB | FACEBOOK INC | 12 | 1 | 0.13% | 0.35% | 0.76% | Q4 2013 | Q4 2017 | 15 |
MA | MASTERCARD INCORPORATED | 7 | 2 | 0.15% | 0.31% | 0.57% | Q4 2013 | Q4 2017 | 15 |
PFE | PFIZER INC | 11 | 3 | 0.17% | 0.59% | 1.22% | Q2 2014 | Q4 2017 | 14 |
HON | HONEYWELL INTL INC COM... | 14 | 14 | 0.13% | 0.42% | 0.96% | Q3 2014 | Q4 2017 | 14 |
LMT | LOCKHEED MARTIN CORP | 13 | 13 | 0.21% | 0.58% | 1.24% | Q4 2014 | Q4 2017 | 13 |
AMLP | ALPS ETF TR | 13 | 13 | 0.24% | 0.34% | 0.60% | Q4 2014 | Q4 2017 | 13 |
WBA | WALGREENS BOOTS ALLIAN... | 12 | 12 | 2.68% | 4.70% | 6.18% | Q1 2015 | Q4 2017 | 12 |
FSB | FRANKLIN FINL NETWORK INC | 12 | 12 | 0.12% | 0.64% | 1.02% | Q1 2015 | Q4 2017 | 12 |
NVO | NOVO NORDISK ADR FOREI... | 6 | 6 | 0.14% | 0.40% | 1.02% | Q2 2013 | Q2 2016 | 12 |
ROST | ROSS STORES INC | 7 | 5 | 0.13% | 0.30% | 0.49% | Q4 2014 | Q4 2017 | 12 |
MMP | MAGELLAN MIDSTREAM PRT... | 8 | 1 | 0.13% | 0.82% | 1.50% | Q2 2013 | Q1 2017 | 11 |
DIS | WALT DISNEY CO | 6 | 5 | 0.16% | 0.36% | 0.76% | Q4 2014 | Q4 2017 | 11 |
MCD | MCDONALDS CORP | 11 | 11 | 0.16% | 0.28% | 0.66% | Q2 2013 | Q4 2015 | 11 |
KYN | KAYNE ANDERSON MLP INV... | 10 | 10 | 11.50% | 29.12% | 39.74% | Q2 2013 | Q3 2015 | 10 |
BTZ | BLACKROCK CREDIT ALLOC... | 10 | 10 | 0.42% | 0.85% | 1.42% | Q2 2013 | Q3 2015 | 10 |
TY | TRI-CONTINENTAL CORP | 10 | 10 | 0.35% | 0.66% | 1.18% | Q2 2013 | Q3 2015 | 10 |
GFY | WESTERN ASSET VARIABLE... | 10 | 10 | 0.16% | 0.65% | 1.20% | Q2 2013 | Q3 2015 | 10 |
ACG | ALLIANCEBERNSTEIN INCO... | 10 | 10 | 0.28% | 0.55% | 0.94% | Q2 2013 | Q3 2015 | 10 |
ETJ | EATON VANCE RISK-MANAG... | 10 | 10 | 0.40% | 0.50% | 0.68% | Q2 2013 | Q3 2015 | 10 |
ZTR | ZWEIG TOTAL RETURN FUND | 10 | 10 | 0.27% | 0.48% | 0.80% | Q2 2013 | Q3 2015 | 10 |
RVT | ROYCE VALUE TRUST | 10 | 10 | 0.22% | 0.45% | 0.79% | Q2 2013 | Q3 2015 | 10 |
NEE | NEXTERA ENERGY INC | 10 | 10 | 0.27% | 0.41% | 0.58% | Q3 2015 | Q4 2017 | 10 |
SPE | SPECIAL OPPORTUNITIES ... | 10 | 10 | 0.19% | 0.40% | 0.78% | Q2 2013 | Q3 2015 | 10 |
GSK | GLAXO SMITHKLINE PLC S... | 10 | 10 | 0.18% | 0.32% | 0.45% | Q2 2013 | Q3 2015 | 10 |
MMT | MFS MULTIMARKET INCOME... | 10 | 10 | 0.15% | 0.20% | 0.27% | Q2 2013 | Q3 2015 | 10 |
GOOGL | GOOGLE INC - CL A | 9 | 9 | 0.56% | 0.66% | 0.82% | Q4 2015 | Q4 2017 | 9 |
MWE | MARKWEST ENERGY PARTNE... | 9 | 9 | 0.22% | 0.58% | 0.88% | Q2 2013 | Q2 2015 | 9 |
SBUX | STARBUCKS CORP | 8 | 1 | 0.23% | 0.43% | 0.60% | Q3 2015 | Q4 2017 | 9 |
MO | ALTRIA GROUP, INC. | 9 | 9 | 0.30% | 0.36% | 0.43% | Q2 2013 | Q2 2015 | 9 |
COP | CONOCOPHILLIPS | 9 | 9 | 0.21% | 0.28% | 0.31% | Q2 2013 | Q2 2015 | 9 |
HSBC | HSBC HOLDINGS PLC ADR | 9 | 9 | 0.22% | 0.26% | 0.29% | Q2 2013 | Q2 2015 | 9 |
SNY | SANOFI-AVENTIS-ADR | 9 | 9 | 0.20% | 0.25% | 0.32% | Q2 2013 | Q2 2015 | 9 |
UN | UNILEVER NV NY SHARE | 9 | 9 | 0.19% | 0.25% | 0.30% | Q2 2013 | Q2 2015 | 9 |
BTI | BRITISH AMERICAN TOBAC... | 9 | 9 | 0.20% | 0.24% | 0.32% | Q2 2013 | Q2 2015 | 9 |
TTE | TOTAL S.A. | 9 | 9 | 0.18% | 0.23% | 0.29% | Q2 2013 | Q2 2015 | 9 |
SDS | ULTRASHORT S&P PROSHARES | 9 | 9 | 0.15% | 0.19% | 0.25% | Q2 2013 | Q2 2015 | 9 |
NLY | ANNALY CAPITAL MANAGEM... | 9 | 9 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q2 2015 | 9 |
SID | CIA SIDERURGICA NACL ADR | 9 | 9 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q2 2015 | 9 |
USA | LIBERTY ALL-STAR EQUIT... | 9 | 9 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
ETY | EATON VANCE TAX MANAGE... | 8 | 8 | 0.20% | 0.29% | 0.33% | Q2 2013 | Q1 2015 | 8 |
CVS | CVS HEALTH CORP | 8 | 8 | 0.13% | 0.28% | 0.64% | Q2 2014 | Q1 2016 | 8 |
MIN | MFS INTERMEDIATE INC T... | 8 | 8 | 0.05% | 0.27% | 0.48% | Q4 2013 | Q3 2015 | 8 |
RTN | RAYTHEON COMPANY | 5 | 3 | 0.17% | 0.24% | 0.36% | Q2 2013 | Q4 2015 | 8 |
CSCO | CISCO SYSTEMS INC | 8 | 8 | 0.21% | 0.24% | 0.29% | Q2 2013 | Q1 2015 | 8 |
BOE | BLACKROCK GLOBALOPP EQ... | 8 | 8 | 0.17% | 0.20% | 0.22% | Q2 2013 | Q1 2015 | 8 |
TLK | TELEKOMUNIK INDONESIA | 8 | 8 | 0.13% | 0.15% | 0.19% | Q2 2013 | Q1 2015 | 8 |
SPXX | NUVEEN S&P DYNAMIC OVE... | 8 | 8 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q1 2015 | 8 |
EMR | EMERSON ELECTRIC CORP | 7 | 7 | 1.41% | 1.58% | 1.75% | Q2 2013 | Q4 2014 | 7 |
PAA | PLAINS ALL AMER PIPELI... | 7 | 7 | 0.38% | 0.92% | 1.20% | Q2 2013 | Q4 2014 | 7 |
ET | ENERGY TRANSFER EQUITY LP | 7 | 7 | 0.38% | 0.76% | 1.13% | Q2 2013 | Q4 2014 | 7 |
BPL | BUCKEYE PARTNERS LP | 7 | 7 | 0.28% | 0.64% | 0.90% | Q2 2013 | Q4 2014 | 7 |
SXL | SUNOCO LOGISTICS LTD LP | 7 | 7 | 0.22% | 0.61% | 0.91% | Q2 2013 | Q4 2014 | 7 |
TSI | TCW STRATEGIC INCOME FUND | 7 | 7 | 0.08% | 0.46% | 0.77% | Q1 2014 | Q3 2015 | 7 |
NOC | NORTHROP GRUMMAN CORP. | 7 | 7 | 0.31% | 0.40% | 0.48% | Q2 2016 | Q4 2017 | 7 |
WES | WESTERN GAS PARTNERS LP | 7 | 7 | 0.17% | 0.39% | 0.52% | Q2 2013 | Q4 2014 | 7 |
SEP | SPECTRA ENERGY PARTNER... | 7 | 7 | 0.19% | 0.36% | 0.52% | Q2 2013 | Q4 2014 | 7 |
NTTYY | NIPPON TELEGRAPH & TEL... | 7 | 7 | 0.24% | 0.34% | 0.41% | Q4 2013 | Q2 2015 | 7 |
DCP | DCP MIDSTREAM PARTNERS LP | 7 | 7 | 0.13% | 0.33% | 0.48% | Q2 2013 | Q4 2014 | 7 |
TLLP | TESORO LOGISTICS LP | 7 | 7 | 0.16% | 0.28% | 0.41% | Q2 2013 | Q4 2014 | 7 |
BIIB | BIOGEN INC | 4 | 1 | 0.14% | 0.18% | 0.29% | Q2 2013 | Q4 2015 | 7 |
COST | COSTCO WHSL CORP | 4 | 3 | 0.14% | 0.15% | 0.17% | Q2 2013 | Q2 2015 | 7 |
TYG | TORTOISE ENERGY INFRAS... | 6 | 6 | 1.65% | 4.99% | 6.42% | Q2 2014 | Q3 2015 | 6 |
SRV | CUSHING MLP TOTAL RETU... | 6 | 6 | 2.02% | 2.15% | 2.24% | Q2 2013 | Q3 2014 | 6 |
WAG | WALGREEN CO. | 6 | 6 | 1.59% | 2.06% | 2.41% | Q2 2013 | Q3 2014 | 6 |
STI | SUNTRUST BKS INC | 6 | 6 | 0.31% | 0.66% | 2.24% | Q3 2016 | Q4 2017 | 6 |
L109PS | ACCESS MIDSTREAM PARTN... | 6 | 6 | 0.15% | 0.44% | 0.56% | Q2 2013 | Q3 2014 | 6 |
EVG | EATON VANCE SHORT DUR DIV | 6 | 6 | 0.29% | 0.39% | 0.48% | Q2 2014 | Q3 2015 | 6 |
ODFL | OLD DOMINION FGHT LINE... | 6 | 6 | 0.31% | 0.37% | 0.42% | Q3 2016 | Q4 2017 | 6 |
OKE | ONEOK INC | 6 | 6 | 0.13% | 0.36% | 0.61% | Q3 2013 | Q4 2014 | 6 |
CME | CME GROUP INC | 6 | 6 | 0.32% | 0.35% | 0.41% | Q3 2016 | Q4 2017 | 6 |
USB | US BANCORP DEL | 6 | 6 | 0.28% | 0.31% | 0.35% | Q3 2016 | Q4 2017 | 6 |
CVX | CHEVRONTEXACO CORP | 5 | 1 | 0.22% | 0.28% | 0.45% | Q4 2014 | Q4 2017 | 6 |
WMB | WILLIAMS COS INC. | 6 | 6 | 0.15% | 0.28% | 0.41% | Q2 2013 | Q3 2014 | 6 |
VNQ | VANGUARD REIT VIPERS ETF | 5 | 1 | 0.15% | 0.26% | 0.39% | Q4 2014 | Q3 2016 | 6 |
EQM | EQT MIDSTREAM PARTNERS LP | 6 | 6 | 0.16% | 0.26% | 0.50% | Q3 2013 | Q4 2014 | 6 |
ERF | ENERPLUS CORP FOREIGN ... | 6 | 6 | 0.12% | 0.20% | 0.34% | Q1 2014 | Q2 2015 | 6 |
EOG | EOG RES INC | 6 | 6 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q3 2014 | 6 |
DRA | DIVERSIFIED REAL ASSET... | 5 | 5 | 0.68% | 0.84% | 0.97% | Q3 2014 | Q3 2015 | 5 |
IEFA | ISHARES TR | 5 | 5 | 0.69% | 0.79% | 0.96% | Q4 2016 | Q4 2017 | 5 |
MCR | MFS CHARTER INCOME TRU... | 5 | 5 | 0.65% | 0.74% | 0.82% | Q3 2014 | Q3 2015 | 5 |
SSL | SASOL LTD | 5 | 5 | 0.47% | 0.67% | 0.88% | Q4 2016 | Q4 2017 | 5 |
EZM | WISDOMTREE TR | 5 | 5 | 0.30% | 0.51% | 0.64% | Q3 2015 | Q3 2016 | 5 |
AMZN | AMAZON.COM INC | 5 | 5 | 0.44% | 0.47% | 0.55% | Q4 2016 | Q4 2017 | 5 |
MOS | MOSAIC CO NEW | 5 | 5 | 0.29% | 0.46% | 0.63% | Q4 2016 | Q4 2017 | 5 |
BAC | BANK OF AMERICA CORP | 5 | 5 | 0.24% | 0.44% | 0.77% | Q4 2014 | Q4 2015 | 5 |
PBR | PETROLEO BRASILEIRO SA... | 5 | 5 | 0.23% | 0.41% | 0.55% | Q4 2016 | Q4 2017 | 5 |
GOLD | BARRICK GOLD CORP | 5 | 5 | 0.33% | 0.41% | 0.50% | Q4 2016 | Q4 2017 | 5 |
VZ | VERIZON COMMUNICATIONS | 5 | 5 | 0.27% | 0.41% | 0.63% | Q4 2014 | Q4 2015 | 5 |
PBRA | PETROLEO BRASILEIRO SA... | 5 | 5 | 0.22% | 0.40% | 0.62% | Q4 2016 | Q4 2017 | 5 |
NFLX | NETFLIX INC | 5 | 5 | 0.14% | 0.39% | 0.76% | Q4 2014 | Q4 2015 | 5 |
BSL | BLACKSTONE GSO SENIOR ... | 5 | 5 | 0.12% | 0.39% | 0.54% | Q3 2014 | Q3 2015 | 5 |
L100PS | ARCONIC INC | 5 | 5 | 0.32% | 0.36% | 0.42% | Q4 2016 | Q4 2017 | 5 |
BG | BUNGE LIMITED | 5 | 5 | 0.30% | 0.35% | 0.41% | Q4 2016 | Q4 2017 | 5 |
RAI | REYNOLDS AMERICAN INC ... | 5 | 5 | 0.30% | 0.34% | 0.38% | Q1 2014 | Q1 2015 | 5 |
RGP | REGENCY ENERGY PART LP | 5 | 5 | 0.31% | 0.33% | 0.37% | Q2 2013 | Q2 2014 | 5 |
F | FORD MOTOR COMPANY | 5 | 5 | 0.20% | 0.30% | 0.52% | Q4 2014 | Q4 2015 | 5 |
MKTX | MARKETAXESS HLDGS INC | 4 | 1 | 0.26% | 0.30% | 0.35% | Q3 2016 | Q4 2017 | 5 |
NGLS | TARGA RESOURCES PARTNE... | 5 | 5 | 0.24% | 0.28% | 0.31% | Q2 2013 | Q2 2014 | 5 |
XLF | SELECT SECTOR SPDR TR | 5 | 5 | 0.26% | 0.27% | 0.28% | Q4 2016 | Q4 2017 | 5 |
VALE | VALE S A | 5 | 5 | 0.21% | 0.24% | 0.32% | Q4 2016 | Q4 2017 | 5 |
MPLX | MPLX LP | 5 | 5 | 0.19% | 0.23% | 0.30% | Q2 2013 | Q2 2014 | 5 |
MS | MORGAN STANLEY COMMON ... | 2 | 1 | 0.13% | 0.22% | 0.38% | Q1 2014 | Q4 2015 | 5 |
CSX | CSX CORP | 5 | 5 | 0.13% | 0.20% | 0.26% | Q3 2014 | Q3 2015 | 5 |
LYB | LYONDELLBASELL COMMON ... | 4 | 1 | 0.14% | 0.18% | 0.29% | Q4 2013 | Q3 2015 | 5 |
MITT | AG MORTGAGE INVESTMENT... | 5 | 5 | 0.12% | 0.18% | 0.23% | Q4 2014 | Q4 2015 | 5 |
BCE | BCE, INC. | 5 | 5 | 0.16% | 0.18% | 0.20% | Q2 2014 | Q2 2015 | 5 |
DFS | DISCOVER FINANCIAL SER... | 5 | 5 | 0.14% | 0.16% | 0.18% | Q1 2014 | Q1 2015 | 5 |
JQC | NUVEEN MULTI STRATEGY ... | 5 | 5 | 0.12% | 0.12% | 0.13% | Q3 2014 | Q3 2015 | 5 |
EXG | EATON VANCE TAX-MANAGE... | 5 | 5 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q2 2014 | 5 |
HEFA | ISHARES TR | 4 | 4 | 1.32% | 1.37% | 1.43% | Q4 2016 | Q3 2017 | 4 |
IBM | INTERNATIONAL BUSINESS... | 4 | 4 | 0.76% | 0.88% | 0.98% | Q2 2013 | Q1 2014 | 4 |
IEMG | ISHARES TR | 4 | 4 | 0.64% | 0.66% | 0.68% | Q1 2017 | Q4 2017 | 4 |
VXF | VANGUARD INDEX FDS | 4 | 4 | 0.61% | 0.62% | 0.64% | Q1 2017 | Q4 2017 | 4 |
CAG | CONAGRA FOODS INC | 4 | 4 | 0.35% | 0.42% | 0.50% | Q2 2016 | Q1 2017 | 4 |
EVV | EATON VANCE LTD DURATI... | 4 | 4 | 0.31% | 0.40% | 0.51% | Q4 2014 | Q3 2015 | 4 |
AGU | AGRIUM INC | 3 | 1 | 0.32% | 0.37% | 0.41% | Q4 2016 | Q4 2017 | 4 |
PG | PROCTOR & GAMBLE | 4 | 4 | 0.25% | 0.34% | 0.51% | Q1 2015 | Q4 2015 | 4 |
MCHP | MICROCHIP TECHNOLOGY INC | 4 | 4 | 0.32% | 0.33% | 0.34% | Q1 2017 | Q4 2017 | 4 |
RDSA | ROYAL DUTCH SHELL PLC | 3 | 1 | 0.23% | 0.33% | 0.54% | Q4 2016 | Q4 2017 | 4 |
GEL | GENESIS ENERGY LP | 4 | 4 | 0.25% | 0.29% | 0.34% | Q3 2013 | Q2 2014 | 4 |
BHL | BLACKROCK DEF OPPORTUNITY | 4 | 4 | 0.26% | 0.29% | 0.37% | Q4 2014 | Q3 2015 | 4 |
SE | SPECTRA ENERGY CORP | 4 | 4 | 0.25% | 0.28% | 0.33% | Q3 2013 | Q2 2014 | 4 |
LUMN | CENTURYLINK INC | 4 | 4 | 0.22% | 0.28% | 0.33% | Q4 2016 | Q3 2017 | 4 |
IGM | ISHARES TR | 4 | 4 | 0.25% | 0.26% | 0.27% | Q1 2017 | Q4 2017 | 4 |
CAT | CATERPILLAR INC. | 3 | 1 | 0.15% | 0.25% | 0.48% | Q4 2014 | Q4 2015 | 4 |
ETP | ENERGY TRANSFER PARTNE... | 4 | 4 | 0.19% | 0.24% | 0.29% | Q2 2013 | Q1 2014 | 4 |
MGF | MPS GOVT MARKETS INC T... | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2014 | Q3 2015 | 4 |
VWO | VANGUARD MSCI EMERGING... | 3 | 1 | 0.17% | 0.23% | 0.36% | Q4 2014 | Q4 2015 | 4 |
MSP | MADISON STRATEGIC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2014 | Q3 2015 | 4 |
WGP | WESTERN GAS EQUITY PAR... | 3 | 1 | 0.14% | 0.17% | 0.21% | Q2 2013 | Q2 2014 | 4 |
MSD | MORGAN STANLEY EMERGIN... | 3 | 1 | 0.08% | 0.16% | 0.38% | Q4 2014 | Q4 2015 | 4 |
EMD | WESTERN ASSET EMERGING... | 4 | 4 | 0.11% | 0.15% | 0.28% | Q4 2014 | Q3 2015 | 4 |
BHP | BHP BILLITON LTD ADR | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2013 | Q3 2014 | 4 |
NHF | NEXPOINT CREDIT STRATE... | 4 | 4 | 0.11% | 0.12% | 0.15% | Q2 2013 | Q1 2014 | 4 |
EVF | EATON VANCE SENIOR INCOME | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2014 | Q3 2015 | 4 |
ITOT | ISHARES TR | 3 | 3 | 1.76% | 1.85% | 1.99% | Q2 2017 | Q4 2017 | 3 |
2108SC | EL PASO PIPELINE PARTN... | 3 | 3 | 0.17% | 0.54% | 0.81% | Q2 2013 | Q4 2013 | 3 |
4945SC | KINDER MORGAN ENERGY P... | 3 | 3 | 0.46% | 0.52% | 0.61% | Q2 2013 | Q4 2013 | 3 |
DOW | DOW CHEM CO | 3 | 3 | 0.34% | 0.50% | 0.59% | Q4 2016 | Q2 2017 | 3 |
SDY | SPDR S&P DIVIDEND ETF | 2 | 1 | 0.13% | 0.45% | 1.10% | Q4 2014 | Q1 2017 | 3 |
NWL | NEWELL BRANDS INC | 3 | 3 | 0.28% | 0.39% | 0.51% | Q3 2016 | Q1 2017 | 3 |
VOD | VODAFONE GROUP PLC ADR | 3 | 3 | 0.24% | 0.32% | 0.40% | Q2 2013 | Q4 2013 | 3 |
IGSB | ISHARES 1-3 YEAR CREDI... | 3 | 3 | 0.19% | 0.30% | 0.42% | Q4 2014 | Q2 2015 | 3 |
HAS | HASBRO INC | 3 | 3 | 0.25% | 0.26% | 0.27% | Q2 2013 | Q4 2013 | 3 |
GOOGL | GOOGLE INC - CL A | 2 | 1 | 0.18% | 0.26% | 0.41% | Q4 2013 | Q3 2015 | 3 |
AIA | ISHARES TR | 3 | 3 | 0.24% | 0.25% | 0.26% | Q2 2017 | Q4 2017 | 3 |
OILT | OILTANKING PARTNERS LP | 3 | 3 | 0.16% | 0.21% | 0.24% | Q4 2013 | Q2 2014 | 3 |
RY | ROYAL BANK OF CANADA | 3 | 3 | 0.14% | 0.18% | 0.22% | Q4 2014 | Q2 2015 | 3 |
EGF | BLACKROCK ENHANCED GOV... | 3 | 3 | 0.17% | 0.18% | 0.18% | Q4 2014 | Q2 2015 | 3 |
CMG | CHIPOTLE MEXICAN GRILL | 2 | 1 | 0.12% | 0.17% | 0.24% | Q4 2014 | Q3 2015 | 3 |
PM | PHILLIP MORRIS INTERNA... | 3 | 3 | 0.15% | 0.17% | 0.18% | Q2 2013 | Q4 2013 | 3 |
DVY | ISHARES DJ SELECT DIVI... | 3 | 3 | 0.15% | 0.16% | 0.19% | Q4 2014 | Q2 2015 | 3 |
PCP | PRECISION CASTPARTS | 3 | 3 | 0.14% | 0.14% | 0.15% | Q4 2013 | Q2 2014 | 3 |
KMI | KINDER MORGAN INC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q2 2015 | 3 |
SPIL | SILICONWARE PRECISION ADR | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q4 2013 | 3 |
ETV | EATON VANCE T/M BUY-WR... | 3 | 3 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q4 2013 | 3 |
FCT | FIRST TRUST FOUR CORNERS | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2014 | Q1 2015 | 3 |
JMM | NUVEEN MULTI-MARKET IN... | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2014 | Q2 2015 | 3 |
DWDP | DOWDUPONT INC | 2 | 2 | 1.20% | 1.21% | 1.21% | Q3 2017 | Q4 2017 | 2 |
SLB | SCHLUMBERGER LTD | 2 | 2 | 0.32% | 0.39% | 0.46% | Q3 2016 | Q4 2016 | 2 |
GOVT | ISHARES TR | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2017 | Q3 2017 | 2 |
UNP | UNION PAC CORP | 2 | 2 | 0.33% | 0.35% | 0.37% | Q3 2016 | Q4 2016 | 2 |
NSL | NUVEEN SENIOR INC FD | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2015 | Q3 2015 | 2 |
IWM | ISHARES TR | 2 | 2 | 0.29% | 0.29% | 0.29% | Q3 2017 | Q4 2017 | 2 |
HYG | ISHARES IBOXX USD HIGH... | 2 | 2 | 0.19% | 0.27% | 0.36% | Q4 2014 | Q1 2015 | 2 |
IYR | ISHARES TR DJ US REAL ... | 2 | 2 | 0.26% | 0.26% | 0.27% | Q4 2014 | Q1 2015 | 2 |
DFJ | WISDOMTREE JAPAN | 2 | 2 | 0.24% | 0.25% | 0.25% | Q3 2017 | Q4 2017 | 2 |
ABB | ABB LTD - ADR | 2 | 2 | 0.23% | 0.24% | 0.26% | Q2 2013 | Q3 2013 | 2 |
LVS | LAS VEGAS SANDS CORP | 1 | 1 | 0.23% | 0.24% | 0.26% | Q2 2017 | Q4 2017 | 2 |
UNH | UNITED HEALTH GROUP INC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q3 2017 | Q4 2017 | 2 |
HTZ | HERTZ GLOBAL | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2013 | Q3 2013 | 2 |
CODI | COMPASS DIVERSIFIED HL... | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2013 | Q3 2013 | 2 |
TYC | TYCO INT'L LTD W/I | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q3 2013 | 2 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 0.14% | 0.14% | 0.15% | Q3 2014 | Q2 2015 | 2 |
NSC | NORFOLK SOUTHERN CORP | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q1 2015 | 2 |
BKT | BLACKROCK INC TR | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2015 | Q3 2015 | 2 |
CPRX | CATALYST PHARMACEUTICA... | 2 | 2 | 0.09% | 0.11% | 0.13% | Q3 2015 | Q4 2015 | 2 |
FTF | FRANKLIN LIMITED DURAT... | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2015 | Q3 2015 | 2 |
TYY | TORTOISE ENERGY CAPITA... | 1 | 1 | 5.40% | 5.40% | 5.40% | Q1 2014 | Q1 2014 | 1 |
SYY | SYSCO CORP | 1 | 1 | 1.53% | 1.53% | 1.53% | Q2 2013 | Q2 2013 | 1 |
STO | STATOIL ASA | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2016 | Q4 2016 | 1 |
IVV | ISHARES TR | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2016 | Q4 2016 | 1 |
VFH | VANGUARD WORLD FDS | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2016 | Q4 2016 | 1 |
HSY | HERSHEY CO | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2015 | Q4 2015 | 1 |
LLY | ELI LILLY & CO | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2015 | Q2 2015 | 1 |
V | VISA INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2015 | Q4 2015 | 1 |
JLS | NOVEEN MORT OPP TERM FD | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2015 | Q3 2015 | 1 |
MFC | MANULIFE FINANCIAL CORP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2015 | Q2 2015 | 1 |
XLE | SELECT SECTOR SPDR TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
IJH | ISHARES TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
KHC | KRAFT HEINZ CO | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2017 | Q1 2017 | 1 |
ING | ING GROEP NV SPONSORED... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2015 | Q2 2015 | 1 |
SCHE | SCHWAB EMERGING MARKET... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2015 | Q3 2015 | 1 |
AA | ALCOA CORP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
TSN | TYSON FOODS INC CL A | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
EW | EDWARDS LIFESCIENCES | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q2 2017 | 1 |
IAU | ISHARES COMEX GOLD TRUST | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2016 | Q1 2016 | 1 |
APTV | APTIV PLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
UBS | UBS GROUP ADR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
HMC | HONDA MOTOR COM LTD | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
KGC | KINROSS GOLD CORP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
CCI | CROWN CASTLE INTL CORP... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
NOV | NATIONAL OILWELL VARCO... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
VOD | VODAFONE GROUP PLC NEW... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
JGH | NUVEEN GLOBAL HIGH INC FD | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
EMB | ISHARES TR JP MORGAN E... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
PSXP | PHILLIPS 66 PARTNERS LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q2 2014 | 1 |
MET | METLIFE INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
BMY | BRISTOL MYERS SQUIBB | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
0295SC | AMERICAN SELECT PORTFOLIO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2014 | Q2 2014 | 1 |
JNK | SPDR BARCLAYS HIGH YIELD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
KFN | KKR FINANCIAL HOLDINGS... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
VLP | VALERO ENERGY LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
BABA | ALIBABA GROUP HOLDING | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
JFR | NOVEEN FLOAT RATE INC FD | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
KRFT | KRAFT FOODS GROUP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
BSP | AMERICAN STRATEGIC INC... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
PPR | VOYA PRIME RATE TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
PROSPECT CAP CORP CVT ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 | |
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The securities at the top of the list , including HOME DEPOT INC, COMCAST CORP NEW, and 3M CO, are the highest-conviction holdings of Independence Trust CO.
The conviction is calculated by counting the number of quarters a security has been reported by Independence Trust CO. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Independence Trust CO owns currently or has owned in the past.